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Nonprofit · EIN 13-3187064

EDNA BAILEY SUSSMAN FUND

Tax-exempt · JERICHO, NY 11753

Financials

$595K$496K2023$267K$499K2024
Revenue Expenses · by fiscal year end
Financials of EDNA BAILEY SUSSMAN FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990-PF$267,154$498,777-$231,623$6,874,183$170$6,874,013
April 30, 2024990-PF$594,611$495,840$98,771$7,105,636$0$7,105,636
Financial details: 990-PF for the year ended April 30, 2025

Revenue

Dividends
$278,187
Net gain from sales of assets
-$11,033

Expenses

Grants and similar amounts paid
$450,000
Compensation of officers, directors and key employees
$14,852
Disbursements for charitable purposes
$484,704
Excise tax on investment income
$3,778

Balance sheet and other

Total assets, start of year
$7,105,636
Total assets, end of year
$6,874,183
Total liabilities, end of year
$170
Net assets, end of year
$6,874,013
Fair market value of assets
$8,747,517
Qualifying distributions
$484,704
Net investment income
$278,187

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended April 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
DR ROBERT H FREY
1431 VENTANA DR, ESCONDITO, CA 92029
TRUSTEE2$7,426
EDWARD S MILLER
9707 OLD GEORGETOWN RD APT AL 215, BETHESDA, MD 20814
TRUSTEE2$7,426
990-PF for the year ended April 30, 2024: 2 people
NameTitleHours / weekCompensation
DR ROBERT H FREY
1431 VENTANA DR, ESCONDITO, CA 92029
TRUSTEE2$5,991
EDWARD S MILLER
9707 OLD GEORGETOWN RD APT AL 215, BETHESDA, MD 20814
TRUSTEE2$5,991

Address and contacts

Address (IRS master file)
30 JERICHO EXECUTIVE PLAZA 200 W, JERICHO, NY 11753-0000
In care of
% BOYCE ETAL
Signed the 990-PF
DR ROBERT H FREY, TRUSTEE
Phone
(516) 282-7070
Return prepared by
BOYCE HUGHES & ASSOCIATES LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
13-3187064
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1984
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$6,874,183
Income (IRS master file)
$7,850,243

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2025–––IRS
990-PFApril 2024$594,611$495,840$7,105,636IRS
990-PFApril 2023–––IRS
990-PFApril 2022–––IRS
990-PFApril 2021–––IRS
990-PFApril 2019–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about EDNA BAILEY SUSSMAN FUND

What is the EIN of EDNA BAILEY SUSSMAN FUND?
The employer identification number (EIN) of EDNA BAILEY SUSSMAN FUND is 13-3187064.
Is EDNA BAILEY SUSSMAN FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to EDNA BAILEY SUSSMAN FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does EDNA BAILEY SUSSMAN FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of EDNA BAILEY SUSSMAN FUND due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did EDNA BAILEY SUSSMAN FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2025.
Who are the officers and directors of EDNA BAILEY SUSSMAN FUND?
The 990-PF for the year ended April 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $7,426 (DR ROBERT H FREY, TRUSTEE).
How much revenue does EDNA BAILEY SUSSMAN FUND have?
On its 990-PF for the year ended April 30, 2025 it reported revenue of $267,154, expenses of $498,777 and total assets of $6,874,183 at year end.

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