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Nonprofit · EIN 16-6492296

STEPHANIE S KATA FOUNDATION

Also known as KATA STEPHANIE S ET AL TTEE

Tax-exempt · DEWITT, NY 13214

Financials

−$8K$351K2023$1.6M$332K2024$406K$425K2025
Revenue Expenses · by fiscal year end
Financials of STEPHANIE S KATA FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$405,710$425,328-$19,618$2,303,033$0$2,303,033
December 31, 2024990-PF$1,605,320$332,193$1,273,127$2,322,651$0$2,322,651
December 31, 2023990-PF-$8,105$351,106-$359,211$1,049,524$0$1,049,524
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$25,530
Interest
$3,996
Net gain from sales of assets
$376,136
Other income
$48

Expenses

Grants and similar amounts paid
$277,940
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$279,440
Excise tax on investment income
$3,617

Balance sheet and other

Total assets, start of year
$2,322,651
Total assets, end of year
$2,303,033
Total liabilities, end of year
$0
Net assets, end of year
$2,303,033
Fair market value of assets
$8,158,667
Qualifying distributions
$279,440
Net investment income
$405,710

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
JASON R HOLOWINSKI
4326 CINDY LANE, SYRACUSE, NY 13215
TRUSTEE1$0
ELIZABETH GUNNIP
C/O JANNEY MONTGOMERY 5784, WIDEWATERS PARKWAY 2, DEWITT, NY 132141878
DIRECTOR0.25$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
JASON R HOLOWINSKI
4326 CINDY LANE, SYRACUSE, NY 13215
TRUSTEE1$0
ELIZABETH GUNNIP
C/O JANNEY MONTGOMERY 5784, WIDEWATERS PARKWAY 2, DEWITT, NY 132141878
DIRECTOR0.25$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
JASON R HOLOWINSKI
4326 CINDY LANE, SYRACUSE, NY 13215
TRUSTEE1$0
ELIZABETH GUNNIP
C/O JANNEY MONTGOMERY 5784, WIDEWATERS PARKWAY 2, DEWITT, NY 132141878
DIRECTOR0.25$0

Address and contacts

Address (IRS master file)
5784 WIDEWATERS PKWY STE 2, DEWITT, NY 13214-1890
In care of
% JASON R HOLOWINSKI
Signed the 990-PF
JASON R HOLOWINSKI, TRUSTEE
Phone
(315) 445-5930
Return prepared by
BONADIO & CO LLP

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
16-6492296
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
1999
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,303,033
Income (IRS master file)
$1,853,128

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$405,710$425,328$2,303,033XML
990-PFDecember 2024$1,605,320$332,193$2,322,651IRS
990-PFDecember 2023-$8,105$351,106$1,049,524XML
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 16-6492296).

Questions about STEPHANIE S KATA FOUNDATION

What is the EIN of STEPHANIE S KATA FOUNDATION?
The employer identification number (EIN) of STEPHANIE S KATA FOUNDATION is 16-6492296.
Is STEPHANIE S KATA FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to STEPHANIE S KATA FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does STEPHANIE S KATA FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of STEPHANIE S KATA 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 STEPHANIE S KATA 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 STEPHANIE S KATA FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does STEPHANIE S KATA FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $405,710, expenses of $425,328 and total assets of $2,303,033 at year end.

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