Nonprofit · EIN 16-6383848
MARTHA LOVENHEIM SIEGEL CHARITABLE TRUST
Also known as LOVENHEIM JOHN EDWARD TTEE
Tax-exempt · NEW YORK, NY 10021
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $100,778 | $120,901 | -$20,123 | $1,056,538 | $0 | $1,056,538 |
| December 31, 2024 | 990-PF | $133,740 | $126,231 | $7,509 | $1,076,661 | $0 | $1,076,661 |
| December 31, 2023 | 990-PF | $118,387 | $111,557 | $6,830 | $1,069,152 | $0 | $1,069,152 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $44,073
- Net gain from sales of assets
- $56,705
Expenses
- Grants and similar amounts paid
- $88,729
- Compensation of officers, directors and key employees
- $2,439
- Disbursements for charitable purposes
- $88,729
- Excise tax on investment income
- $1,072
Balance sheet and other
- Total assets, start of year
- $1,076,661
- Total assets, end of year
- $1,056,538
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,056,538
- Fair market value of assets
- $2,231,980
- Qualifying distributions
- $88,729
- Net investment income
- $100,778
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 |
|---|---|---|---|
| MARTHA LOVENHEIM SIEGEL 245 EAST 72ND STREET APT 6A, NEW YORK, NY 10021 | TRUSTEE | 10 | $2,439 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARTHA LOVENHEIM SIEGEL 245 EAST 72ND STREET APT 6A, NEW YORK, NY 10021 | TRUSTEE | 10 | $1,987 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARTHA LOVENHEIM SIEGEL 245 EAST 72ND STREET APT 6A, NEW YORK, NY 10021 | TRUSTEE | 10 | $1,762 |
Address and contacts
- Address (IRS master file)
- 245 E 72ND ST APT 6A, NEW YORK, NY 10021-4516
- Signed the 990-PF
- MARTHA LOVENHEIM SIEGEL, TRUSTEE
- Phone
- (212) 987-0566
- Return prepared by
- DAVIE KAPLAN 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 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
- 16-6383848
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,056,538
- Income (IRS master file)
- $574,558
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $100,778 | $120,901 | $1,056,538 | IRS |
| 990-PF | December 2024 | $133,740 | $126,231 | $1,076,661 | IRS |
| 990-PF | December 2023 | $118,387 | $111,557 | $1,069,152 | XML |
| 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 16-6383848).
Questions about MARTHA LOVENHEIM SIEGEL CHARITABLE TRUST
- What is the EIN of MARTHA LOVENHEIM SIEGEL CHARITABLE TRUST?
- The employer identification number (EIN) of MARTHA LOVENHEIM SIEGEL CHARITABLE TRUST is 16-6383848.
- Is MARTHA LOVENHEIM SIEGEL CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to MARTHA LOVENHEIM SIEGEL CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARTHA LOVENHEIM SIEGEL CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARTHA LOVENHEIM SIEGEL CHARITABLE TRUST 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 MARTHA LOVENHEIM SIEGEL CHARITABLE TRUST 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 MARTHA LOVENHEIM SIEGEL CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,439 (MARTHA LOVENHEIM SIEGEL, TRUSTEE).
- How much revenue does MARTHA LOVENHEIM SIEGEL CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $100,778, expenses of $120,901 and total assets of $1,056,538 at year end.
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