Nonprofit · EIN 13-6128527
SAMUEL & ROSE MITCHELL FOUNDATION
Tax-exempt · NEW YORK, NY 10021
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $29,283 | $165,651 | -$136,368 | $1,106,337 | $0 | $1,106,337 |
| December 31, 2024 | 990-PF | $68,574 | $152,269 | -$83,695 | $1,234,260 | $0 | $1,234,260 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $22,482
- Interest
- $6,801
Expenses
- Grants and similar amounts paid
- $88,375
- Compensation of officers, directors and key employees
- $28,500
- Disbursements for charitable purposes
- $88,375
Balance sheet and other
- Total assets, start of year
- $1,234,260
- Total assets, end of year
- $1,106,337
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,106,337
- Fair market value of assets
- $1,106,337
- Qualifying distributions
- $88,375
- Net investment income
- $29,283
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA HEFFRON 8 EAST 83RD STREET, NEW YORK, NY 10021 | PRESIDENT | 20 | $9,500 |
| ANN POLANSKY 3 EAST 69TH STREET SUITE M-I, NEW YORK, NY 10021 | SECRETARY | 20 | $9,500 |
| NANCY K GREENE 3 EAST 69TH STREET SUITE M-I, NEW YORK, NY 10021 | TREASURER | 20 | $9,500 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA HEFFRON 8 EAST 83RD STREET, NEW YORK, NY 10021 | PRESIDENT | 20 | $9,000 |
| ANN POLANSKY 3 EAST 69TH STREET SUITE M-I, NEW YORK, NY 10021 | SECRETARY | 20 | $9,000 |
| NANCY K GREENE 3 EAST 69TH STREET SUITE M-I, NEW YORK, NY 10021 | TREASURER | 20 | $9,000 |
Address and contacts
- Address (IRS master file)
- 3 EAST 69TH STREET M-1, NEW YORK, NY 10021-4918
- In care of
- % ESTRAL ASSOCIATES
- Signed the 990-PF
- LLOYD CARTER, PRESIDENT
- Phone
- (212) 794-3126
- Return prepared by
- VENUTI VENUTI MAYOKA & COMPANY 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6128527
- 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
- 1957
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,106,337
- Income (IRS master file)
- $29,283
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $29,283 | $165,651 | $1,106,337 | IRS |
| 990-PF | December 2024 | $68,574 | $152,269 | $1,234,260 | IRS |
| 990-PF | December 2023 | $30,828 | $169,298 | $1,344,221 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 13-6128527).
Questions about SAMUEL & ROSE MITCHELL FOUNDATION
- What is the EIN of SAMUEL & ROSE MITCHELL FOUNDATION?
- The employer identification number (EIN) of SAMUEL & ROSE MITCHELL FOUNDATION is 13-6128527.
- Is SAMUEL & ROSE MITCHELL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
- Are donations to SAMUEL & ROSE MITCHELL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAMUEL & ROSE MITCHELL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAMUEL & ROSE MITCHELL 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 SAMUEL & ROSE MITCHELL 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 SAMUEL & ROSE MITCHELL FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $9,500 (PATRICIA HEFFRON, PRESIDENT).
- How much revenue does SAMUEL & ROSE MITCHELL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $29,283, expenses of $165,651 and total assets of $1,106,337 at year end.
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