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Nonprofit · EIN 13-6082064

LEMBERG FOUNDATION INC

Tax-exempt · NEW YORK, NY 10022

Financials

$3.5M$4M2023$4M$4.1M2024
Revenue Expenses · by fiscal year end
Financials of LEMBERG FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$3,958,898$4,125,789-$166,891$8,712,606$11,268$8,701,338
December 31, 2023990-PF$3,490,052$4,027,957-$537,905$8,868,229$0$8,868,229
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$1,039,358
Interest
$103,495
Net rental income
$134,074
Net gain from sales of assets
$1,266,215
Other income
$967,104

Expenses

Grants and similar amounts paid
$3,215,250
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$3,215,250
Excise tax on investment income
$34,464

Balance sheet and other

Total assets, start of year
$8,868,229
Total assets, end of year
$8,712,606
Total liabilities, end of year
$11,268
Net assets, end of year
$8,701,338
Fair market value of assets
$47,767,864
Qualifying distributions
$3,215,250
Net investment income
$2,992,051

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
JOHN USDAN
430 PARK AVENUE SUITE 201, NEW YORK, NY 10022
PRESIDENT0$0
ADAM USDAN
430 PARK AVENUE SUITE 201, NEW YORK, NY 10022
VICE PRESIDENT & TRE0$0
ESME USDAN
430 PARK AVENUE SUITE 201, NEW YORK, NY 10022
SECRETARY0$0
DALE LEWIS
430 PARK AVENUE SUITE 201, NEW YORK, NY 10022
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JOHN USDAN
430 PARK AVENUE SUITE 201, NEW YORK, NY 10022
PRESIDENT0$0
ADAM USDAN
430 PARK AVENUE SUITE 201, NEW YORK, NY 10022
VICE PRESIDENT & TRE0$0
ESME USDAN
430 PARK AVENUE SUITE 201, NEW YORK, NY 10022
SECRETARY0$0
DALE LEWIS
430 PARK AVENUE SUITE 201, NEW YORK, NY 10022
DIRECTOR0$0

Address and contacts

Address (IRS master file)
430 PARK AVE FL 201, NEW YORK, NY 10022-3562
Signed the 990-PF
JOHN USDAN, TRUSTEE
Phone
(212) 682-9595
Return prepared by
PERETZ RESNICK MITGANG & MARCUS 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-6082064
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
1949
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$8,712,606
Income (IRS master file)
$5,252,204

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$3,958,898$4,125,789$8,712,606XML
990-TDecember 2024–––IRS
990-PFDecember 2023$3,490,052$4,027,957$8,868,229XML
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-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 13-6082064).

Questions about LEMBERG FOUNDATION INC

What is the EIN of LEMBERG FOUNDATION INC?
The employer identification number (EIN) of LEMBERG FOUNDATION INC is 13-6082064.
Is LEMBERG FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1949.
Are donations to LEMBERG FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LEMBERG FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of LEMBERG FOUNDATION INC 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 LEMBERG FOUNDATION INC 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 LEMBERG FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does LEMBERG FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,958,898, expenses of $4,125,789 and total assets of $8,712,606 at year end.

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