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Nonprofit · EIN 13-3632843

AGB FUND INC

Tax-exempt · TARRYTOWN, NY 10591

Financials

$14K$101K2023−$29K$238K2024$218K$98K2025
Revenue Expenses · by fiscal year end
Financials of AGB FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$218,056$98,038$120,018$4,134,316$0$4,134,316
December 31, 2024990-PF-$28,639$238,009-$266,648$4,175,563$0$4,175,563
December 31, 2023990-PF$14,113$101,027-$86,914$4,442,214$0$4,442,214
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$94,673
Interest
$17
Net gain from sales of assets
$123,366

Expenses

Grants and similar amounts paid
$60,000
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$3,000
Disbursements for charitable purposes
$60,000
Excise tax on investment income
$2,502

Balance sheet and other

Total assets, start of year
$4,175,563
Total assets, end of year
$4,134,316
Total liabilities, end of year
$0
Net assets, end of year
$4,134,316
Fair market value of assets
$4,903,574
Qualifying distributions
$60,000
Net investment income
$218,056

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ERICA STOPPENBACH
PO BOX 412, TARRYTOWN, NY 10591
TREASURER1$0
ERIC C NEVIN
PO BOX 412, TARRYTOWN, NY 10591
PRESIDENT1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
ELIZABETH B NEVIN
PO BOX 412, TARRYTOWN, NY 10591
PRESIDENT1$0
ERICA STOPPENBACH
PO BOX 412, TARRYTOWN, NY 10591
TREASURER1$0
ERIC C NEVIN
PO BOX 412, TARRYTOWN, NY 10591
V.P./SEC'Y1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
ELIZABETH B NEVIN
PO BOX 412, TARRYTOWN, NY 10591
PRESIDENT1$0
ERICA STOPPENBACH
PO BOX 412, TARRYTOWN, NY 10591
TREASURER1$0
ERIC C NEVIN
PO BOX 412, TARRYTOWN, NY 10591
V.P./SEC'Y1$0

Address and contacts

Address (IRS master file)
PO BOX 412, TARRYTOWN, NY 10591-0412
In care of
% CPI ASSOC INC
Signed the 990-PF
ERIC C NEVIN, PRESIDENT
Phone
(212) 869-5900
Return prepared by
MARINER WEALTH ADVISORS

What it must file and when

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

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-3632843
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
1992
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,134,316
Income (IRS master file)
$258,055

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$218,056$98,038$4,134,316IRS
990-PFDecember 2024-$28,639$238,009$4,175,563IRS
990-PFDecember 2023$14,113$101,027$4,442,214XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 13-3632843).

Questions about AGB FUND INC

What is the EIN of AGB FUND INC?
The employer identification number (EIN) of AGB FUND INC is 13-3632843.
Is AGB FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to AGB FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does AGB FUND INC file?
Form 990-PF. Private foundations file every year.
When is the next return of AGB FUND INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did AGB FUND INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of AGB FUND INC?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does AGB FUND INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $218,056, expenses of $98,038 and total assets of $4,134,316 at year end.

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