Nonprofit · EIN 13-7378428
LISA AND STEVEN TANANBAUM CHARITABLE TR
Also known as TANANBAUM LISA & STEVEN TTEE
Tax-exempt · PALM BEACH, FL 33480
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $10,289,035 | $4,141,124 | $6,147,911 | $55,148,566 | $0 | $55,148,566 |
| December 31, 2023 | 990-PF | $2,223,876 | $5,182,960 | -$2,959,084 | $41,980,504 | $0 | $41,980,504 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $7,000,000
- Dividends
- $1,186,785
- Interest
- $6,509
- Net gain from sales of assets
- $254,859
- Other income
- $1,840,882
Expenses
- Grants and similar amounts paid
- $3,952,275
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,953,025
- Excise tax on investment income
- $46,174
Balance sheet and other
- Total assets, start of year
- $41,980,504
- Total assets, end of year
- $55,148,566
- Total liabilities, end of year
- $0
- Net assets, end of year
- $55,148,566
- Fair market value of assets
- $57,873,901
- Qualifying distributions
- $3,953,025
- Net investment income
- $3,325,385
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN A TANANBAUM 102 CANTERBURY LANE, PALM BEACH, FL 33480 | TRUSTEE | 1 | $0 |
| LISA TANANBAUM 102 CANTERBURY LANE, PALM BEACH, FL 33480 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Steven A Tananbaum 102 CANTERBURY LANE, PALM BEACH, FL 33480 | President | 1 | $0 |
| Lisa Tananbaum 102 CANTERBURY LANE, PALM BEACH, FL 33480 | Vice President | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 102 CANTERBURY LN, PALM BEACH, FL 33480-3601
- In care of
- % ERNST & YOUNG US LLP
- Signed the 990-PF
- STEVEN TANANBAUM, PRESIDENT
- Phone
- (914) 251-1040
- Return prepared by
- CBIZ ADVISORS 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 | Not 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
- 13-7378428
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $55,148,566
- Income (IRS master file)
- $10,359,009
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $10,289,035 | $4,141,124 | $55,148,566 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $2,223,876 | $5,182,960 | $41,980,504 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 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 13-7378428).
Questions about LISA AND STEVEN TANANBAUM CHARITABLE TR
- What is the EIN of LISA AND STEVEN TANANBAUM CHARITABLE TR?
- The employer identification number (EIN) of LISA AND STEVEN TANANBAUM CHARITABLE TR is 13-7378428.
- Is LISA AND STEVEN TANANBAUM CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to LISA AND STEVEN TANANBAUM CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LISA AND STEVEN TANANBAUM CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LISA AND STEVEN TANANBAUM CHARITABLE TR 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 LISA AND STEVEN TANANBAUM CHARITABLE TR 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 LISA AND STEVEN TANANBAUM CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does LISA AND STEVEN TANANBAUM CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $10,289,035, expenses of $4,141,124 and total assets of $55,148,566 at year end.
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