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Nonprofit · EIN 13-6183947

LAWRENCE AND ALICE VALENSTEIN FUND INC

Tax-exempt · NEW YORK, NY 10017

Financials

$28K$72K2023$11K$39K2024$58K$39K2025
Revenue Expenses · by fiscal year end
Financials of LAWRENCE AND ALICE VALENSTEIN FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$57,632$38,662$18,970$206,184$0$206,184
December 31, 2024990-PF$10,807$39,119-$28,312$187,214$0$187,214
December 31, 2023990-PF$27,796$71,850-$44,054$436,276$0$436,276
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$5,831
Net gain from sales of assets
$51,674
Other income
$127

Expenses

Grants and similar amounts paid
$30,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$34,381
Excise tax on investment income
$742

Balance sheet and other

Total assets, start of year
$187,214
Total assets, end of year
$206,184
Total liabilities, end of year
$0
Net assets, end of year
$206,184
Fair market value of assets
$352,187
Qualifying distributions
$34,381
Net investment income
$57,632

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
JOHN VALENSTEIN
EISNER ADVISORY GROUP LLC 733 3RD, AV, NEW YORK, NY 10017
PRESIDENT1$0
JANE VALENSTEIN
EISNER ADVISORY GROUP LLC 733 3RD, AV, NEW YORK, NY 10017
TREASURER1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JOHN VALENSTEIN
EISNER ADVISORY GROUP LLC 733 3RD, AV, NEW YORK, NY 10017
PRESIDENT1$0
LINDA ELKIND
EISNER ADVISORY GROUP LLC 733 3RD, AV, NEW YORK, NY 10017
VICE PRESIDENT1$0
JANE VALENSTEIN
EISNER ADVISORY GROUP LLC 733 3RD, AV, NEW YORK, NY 10017
TREASURER1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JOHN VALENSTEIN
EISNER ADVISORY GROUP LLC 733 3RD, AV, NEW YORK, NY 10017
PRESIDENT1$0
LINDA ELKIND
EISNER ADVISORY GROUP LLC 733 3RD, AV, NEW YORK, NY 10017
VICE PRESIDENT1$0
JANE VALENSTEIN
EISNER ADVISORY GROUP LLC 733 3RD, AV, NEW YORK, NY 10017
TREASURER1$0

Address and contacts

Address (IRS master file)
CO EISNER ADV GR LLC 733 3RD AV, NEW YORK, NY 10017-0000
In care of
% FLEISCHMAN AND CO
Signed the 990-PF
JOHN VALENSTEIN, PRESIDENT
Phone
(646) 885-6528
Return prepared by
EISNER ADVISORY GROUP 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-6183947
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
1965
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$206,184
Income (IRS master file)
$170,087

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$57,632$38,662$206,184XML
990-PFDecember 2024$10,807$39,119$187,214XML
990-PFDecember 2023$27,796$71,850$436,276XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 13-6183947).

Questions about LAWRENCE AND ALICE VALENSTEIN FUND INC

What is the EIN of LAWRENCE AND ALICE VALENSTEIN FUND INC?
The employer identification number (EIN) of LAWRENCE AND ALICE VALENSTEIN FUND INC is 13-6183947.
Is LAWRENCE AND ALICE VALENSTEIN FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
Are donations to LAWRENCE AND ALICE VALENSTEIN FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LAWRENCE AND ALICE VALENSTEIN FUND INC file?
Form 990-PF. Private foundations file every year.
When is the next return of LAWRENCE AND ALICE VALENSTEIN 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 LAWRENCE AND ALICE VALENSTEIN 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 LAWRENCE AND ALICE VALENSTEIN 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 LAWRENCE AND ALICE VALENSTEIN FUND INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $57,632, expenses of $38,662 and total assets of $206,184 at year end.

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