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Nonprofit · EIN 13-7294014

FREDERICK AND NANCY DEMATTEIS 2001 CHARITABLE TR

Also known as DEMATTEIS NANCY ETAL TTEE

Tax-exempt · UNIONDALE, NY 11556

Financials

$403K$612K2023$960K$1.3M2024$1.2M$1.3M2025
Revenue Expenses · by fiscal year end
Financials of FREDERICK AND NANCY DEMATTEIS 2001 CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,191,617$1,322,625-$131,008$10,666,281$0$10,666,281
December 31, 2024990-PF$959,650$1,302,661-$343,011$10,797,289$0$10,797,289
December 31, 2023990-PF$402,718$611,705-$208,987$11,140,300$0$11,140,300
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$363,769
Net gain from sales of assets
$827,848

Expenses

Grants and similar amounts paid
$1,060,000
Compensation of officers, directors and key employees
$108,244
Disbursements for charitable purposes
$1,190,783
Excise tax on investment income
$14,990

Balance sheet and other

Total assets, start of year
$10,797,289
Total assets, end of year
$10,666,281
Total liabilities, end of year
$0
Net assets, end of year
$10,666,281
Fair market value of assets
$13,450,050
Qualifying distributions
$1,190,783
Net investment income
$1,191,617

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
ROBERT F VIZZA
C/O THE DEMATTEIS TRUSTS 1230 RXR, PLAZA, UNIONDALE, NY 115561230
PRESIDENT/AS REQUIRED10$66,000
DONALD M SCHAEFFER
C/O THE DEMATTEIS TRUSTS 1230 RXR, PLAZA, UNIONDALE, NY 115561230
TRUSTEE/AS REQUIRED4$21,122
DOUGLAS COOPER
C/O THE DEMATTEIS TRUSTS 1230 RXR, PLAZA, UNIONDALE, NY 115561230
TRUSTEE/AS REQUIRED4$21,122
RICHARD F DEMATTEIS
C/O THE DEMATTEIS TRUSTS 1230 RXR, PLAZA, UNIONDALE, NY 115561230
TRUSTEE/AS REQUIRED0$0
SCOTT L DEMATTEIS
C/O THE DEMATTEIS TRUSTS 1230 RXR, PLAZA, UNIONDALE, NY 115561230
TRUSTEE/AS REQUIRED0$0
LINDA LANGER
C/O THE DEMATTEIS TRUSTS 1230 RXR, PLAZA, UNIONDALE, NY 115561230
TRUSTEE/AS REQUIRED0$0
TRACEY ANN DEMATTEIS SERKO
C/O THE DEMATTEIS TRUSTS 1230 RXR, PLAZA, UNIONDALE, NY 115561230
TRUSTEE/AS REQUIRED0$0
990-PF for the year ended December 31, 2024: 7 people
NameTitleHours / weekCompensation
ROBERT F VIZZA
C/O THE DEMATTEIS TRUSTS 1230 RXR, PLAZA, UNIONDALE, NY 115561230
PRESIDENT/AS REQUIRED10$66,000
DONALD M SCHAEFFER
C/O THE DEMATTEIS TRUSTS 1230 RXR, PLAZA, UNIONDALE, NY 115561230
TRUSTEE/AS REQUIRED4$18,467
DOUGLAS COOPER
C/O THE DEMATTEIS TRUSTS 1230 RXR, PLAZA, UNIONDALE, NY 115561230
TRUSTEE/AS REQUIRED4$18,467
RICHARD F DEMATTEIS
C/O THE DEMATTEIS TRUSTS 1230 RXR, PLAZA, UNIONDALE, NY 115561230
TRUSTEE/AS REQUIRED0$0
SCOTT L DEMATTEIS
C/O THE DEMATTEIS TRUSTS 1230 RXR, PLAZA, UNIONDALE, NY 115561230
TRUSTEE/AS REQUIRED0$0
LINDA LANGER
C/O THE DEMATTEIS TRUSTS 1230 RXR, PLAZA, UNIONDALE, NY 115561230
TRUSTEE/AS REQUIRED0$0
TRACEY ANN DEMATTEIS SERKO
C/O THE DEMATTEIS TRUSTS 1230 RXR, PLAZA, UNIONDALE, NY 115561230
TRUSTEE/AS REQUIRED0$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
ROBERT F VIZZA
C/O THE DEMATTEIS TRUSTS 1230 RXR, PLAZA, UNIONDALE, NY 115561230
PRESIDENT/AS REQUIRED10$66,000
DONALD M SCHAEFFER
C/O THE DEMATTEIS TRUSTS 1230 RXR, PLAZA, UNIONDALE, NY 115561230
TRUSTEE/AS REQUIRED4$14,103
DOUGLAS COOPER
C/O THE DEMATTEIS TRUSTS 1230 RXR, PLAZA, UNIONDALE, NY 115561230
TRUSTEE/AS REQUIRED4$14,103
RICHARD F DEMATTEIS
C/O THE DEMATTEIS TRUSTS 1230 RXR, PLAZA, UNIONDALE, NY 115561230
TRUSTEE/AS REQUIRED0$0
SCOTT L DEMATTEIS
C/O THE DEMATTEIS TRUSTS 1230 RXR, PLAZA, UNIONDALE, NY 115561230
TRUSTEE/AS REQUIRED0$0
LINDA LANGER
C/O THE DEMATTEIS TRUSTS 1230 RXR, PLAZA, UNIONDALE, NY 115561230
TRUSTEE/AS REQUIRED0$0
TRACEY DEMATTEIS SERKO
C/O THE DEMATTEIS TRUSTS 1230 RXR, PLAZA, UNIONDALE, NY 115561230
TRUSTEE/AS REQUIRED0$0

Address and contacts

Address (IRS master file)
1230 RXR PLAZA WEST TOWER 12TH FL, UNIONDALE, NY 11556-1230
In care of
% THE DEMATTEIS ORGANIZATIONS
Signed the 990-PF
DONALD M SCHAEFFER, TRUSTEE
Phone
(516) 745-5800
Return prepared by
SCHAEFFER & SAM CPA PC

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
13-7294014
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
Assets (IRS master file)
$10,666,281
Income (IRS master file)
$5,670,343

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,191,617$1,322,625$10,666,281IRS
990-PFDecember 2024$959,650$1,302,661$10,797,289IRS
990-PFDecember 2023$402,718$611,705$11,140,300XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 13-7294014).

Questions about FREDERICK AND NANCY DEMATTEIS 2001 CHARITABLE TR

What is the EIN of FREDERICK AND NANCY DEMATTEIS 2001 CHARITABLE TR?
The employer identification number (EIN) of FREDERICK AND NANCY DEMATTEIS 2001 CHARITABLE TR is 13-7294014.
Is FREDERICK AND NANCY DEMATTEIS 2001 CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to FREDERICK AND NANCY DEMATTEIS 2001 CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FREDERICK AND NANCY DEMATTEIS 2001 CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of FREDERICK AND NANCY DEMATTEIS 2001 CHARITABLE TR 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 FREDERICK AND NANCY DEMATTEIS 2001 CHARITABLE TR 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 FREDERICK AND NANCY DEMATTEIS 2001 CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 7 people; 3 received compensation from the organization, the highest $66,000 (ROBERT F VIZZA, PRESIDENT/AS REQUIRED).
How much revenue does FREDERICK AND NANCY DEMATTEIS 2001 CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,191,617, expenses of $1,322,625 and total assets of $10,666,281 at year end.

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