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Nonprofit · EIN 13-4196881

NEEDHAM SEPTEMBER 11TH SCHOLARSHIP FUND

Tax-exempt · NEW YORK, NY 10177

Financials

$4K$89K2023−$21K$79K2024
Revenue Expenses · by fiscal year end
Financials of NEEDHAM SEPTEMBER 11TH SCHOLARSHIP FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF-$21,341$79,212-$100,553$202,549$6,750$195,799
December 31, 2023990-PF$4,106$88,725-$84,619$217,591$13,575$204,016
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$13,625
Dividends
$12,864
Interest
$541
Net gain from sales of assets
-$55,353
Other income
$6,982

Expenses

Grants and similar amounts paid
$72,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$82,300
Excise tax on investment income
$247

Balance sheet and other

Total assets, start of year
$217,591
Total assets, end of year
$202,549
Total liabilities, end of year
$6,750
Net assets, end of year
$195,799
Fair market value of assets
$202,549
Qualifying distributions
$82,300
Net investment income
$18,750

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
GEORGE A NEEDHAM
C/O THE NEEDHAM GROUP INC 250 PARK, AVENUE, NEW YORK, NY 10177
CHAIRMAN/DIRECTOR1$0
JOHN J PRIOR JR
C/O NEEDHAM CO LLC 250 PARK AVENUE, NEW YORK, NY 10177
PRESIDENT/DIRECTOR1$0
KATHLEEN MUMMA
C/O NEEDHAM ASSET MANAGEMENT LLC, 250 PARK AVENUE, NEW YORK, NY 10177
SECY/TREAS/DIRECTOR1$0
CHARLES S STRAUCH
C/O GA SERVICE LLC 1681 KETTERING, IRVINE, GA 92614
OUTSIDE DIRECTOR1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
GEORGE A NEEDHAM
C/O THE NEEDHAM GROUP INC 250 PARK, AVENUE, NEW YORK, NY 10177
CHAIRMAN/DIRECTOR1$0
JOHN J PRIOR JR
C/O NEEDHAM CO LLC 250 PARK AVENUE, NEW YORK, NY 10177
PRESIDENT/DIRECTOR1$0
KATHLEEN MUMMA
C/O NEEDHAM ASSET MANAGEMENT LLC, 250 PARK AVENUE, NEW YORK, NY 10177
SECY/TREAS/DIRECTOR1$0
CHARLES S STRAUCH
C/O GA SERVICE LLC 1681 KETTERING, IRVINE, GA 92614
OUTSIDE DIRECTOR1$0

Address and contacts

Address (IRS master file)
250 PARK AVENUE 10TH FL, NEW YORK, NY 10177-1099
In care of
% NEEDHAM & CO LLC
Signed the 990-PF
GEORGE A NEEDHAM, CHAIRMAN
Phone
(212) 705-0363
Return prepared by
PKF O'CONNOR DAVIES ADVISORY LLC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-4196881
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
2001
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$202,549
Income (IRS master file)
$65,978

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024-$21,341$79,212$202,549XML
990-TDecember 2024–––IRS
990-PFDecember 2023$4,106$88,725$217,591XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 13-4196881).

Questions about NEEDHAM SEPTEMBER 11TH SCHOLARSHIP FUND

What is the EIN of NEEDHAM SEPTEMBER 11TH SCHOLARSHIP FUND?
The employer identification number (EIN) of NEEDHAM SEPTEMBER 11TH SCHOLARSHIP FUND is 13-4196881.
Is NEEDHAM SEPTEMBER 11TH SCHOLARSHIP FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to NEEDHAM SEPTEMBER 11TH SCHOLARSHIP FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does NEEDHAM SEPTEMBER 11TH SCHOLARSHIP FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of NEEDHAM SEPTEMBER 11TH SCHOLARSHIP FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NEEDHAM SEPTEMBER 11TH SCHOLARSHIP FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of NEEDHAM SEPTEMBER 11TH SCHOLARSHIP FUND?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does NEEDHAM SEPTEMBER 11TH SCHOLARSHIP FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of -$21,341, expenses of $79,212 and total assets of $202,549 at year end.

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