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Nonprofit · EIN 13-3745395

SWERGOLD FAMILY FOUNDATION

Tax-exempt · AVENTURA, FL 33160

Financials

$77K$248K2023−$23K$177K2024$482K$129K2025
Revenue Expenses · by fiscal year end
Financials of SWERGOLD FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$482,387$128,612$353,775$2,258,928$0$2,258,928
December 31, 2024990-PF-$23,064$176,751-$199,815$1,905,153$0$1,905,153
December 31, 2023990-PF$77,408$248,200-$170,792$2,104,968$0$2,104,968
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$103,129
Net gain from sales of assets
$379,258

Expenses

Grants and similar amounts paid
$117,236
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$119,061
Excise tax on investment income
$6,572

Balance sheet and other

Total assets, start of year
$1,905,153
Total assets, end of year
$2,258,928
Total liabilities, end of year
$0
Net assets, end of year
$2,258,928
Fair market value of assets
$2,370,811
Qualifying distributions
$119,061
Net investment income
$482,387

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
LEOPOLD SWERGOLD
2800 ISLAND BLVD, AVENTURA, FL 33160
TRUSTEE0$0
JANE ELLEN SWERGOLD
299 COMPO ROAD SOUTH, WESTPORT, CT 06880
TRUSTEE0$0
ERIC BENJAMIN SWERGOLD
25 LINCOLN AVENUE, MILL VALLEY, CA 94941
TRUSTEE0$0
PAMELA SWERGOLD BINDER
200 EAST 57TH STREET 18A, NEW YORK CITY, NY 10022
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
LEOPOLD SWERGOLD
2800 ISLAND BLVD, AVENTURA, FL 33160
TRUSTEE0$0
JANE ELLEN SWERGOLD
299 COMPO ROAD SOUTH, WESTPORT, CT 06880
TRUSTEE0$0
ERIC BENJAMIN SWERGOLD
25 LINCOLN AVENUE, MILL VALLEY, CA 94941
TRUSTEE0$0
PAMELA SWERGOLD BINDER
200 EAST 57TH STREET 18A, NEW YORK CITY, NY 10022
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
LEOPOLD SWERGOLD
2800 ISLAND BLVD, AVENTURA, FL 33160
TRUSTEE0$0
JANE ELLEN SWERGOLD
299 COMPO ROAD SOUTH, WESTPORT, CT 06880
TRUSTEE0$0
ERIC BENJAMIN SWERGOLD
299 COMPO ROAD SOUTH, WESTPORT, CT 06880
TRUSTEE0$0
PAMELA SWERGOLD BINDER
92 OLD COLONY ROAD, WELLESLEY, MA 02481
TRUSTEE0$0

Address and contacts

Address (IRS master file)
2800 ISLAND BLVD APT 1405, AVENTURA, FL 33160-5617
In care of
% PHILLIPS GOLD AND COMPANY L
Signed the 990-PF
ERIC SWERGOLD, TRUSTEE
Phone
(212) 730-1112
Return prepared by
PHILLIPS GOLD AND COMPANY 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 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
13-3745395
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
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,258,928
Income (IRS master file)
$2,481,637

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$482,387$128,612$2,258,928XML
990-PFDecember 2024-$23,064$176,751$1,905,153IRS
990-PFDecember 2023$77,408$248,200$2,104,968XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––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 13-3745395).

Questions about SWERGOLD FAMILY FOUNDATION

What is the EIN of SWERGOLD FAMILY FOUNDATION?
The employer identification number (EIN) of SWERGOLD FAMILY FOUNDATION is 13-3745395.
Is SWERGOLD FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to SWERGOLD FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SWERGOLD FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SWERGOLD FAMILY FOUNDATION 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 SWERGOLD FAMILY FOUNDATION 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 SWERGOLD FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does SWERGOLD FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $482,387, expenses of $128,612 and total assets of $2,258,928 at year end.

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