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Nonprofit · EIN 20-5672504

DOLA HAMILTON STEMBERG CHARITABLE FOUNDATION

Also known as FRIEDMAN & ATHERTON LLP

Tax-exempt · FT LAUDERDALE, FL 33316

Financials

$1M$615K2022$1.3M$529K2023$1M$532K2024
Revenue Expenses · by fiscal year end
Financials of DOLA HAMILTON STEMBERG CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$1,002,920$531,753$471,167$10,082,138$0$10,082,138
July 31, 2024990-PF$1,278,419$528,885$749,534$9,718,778$0$9,718,778
July 31, 2023990-PF$1,047,554$615,350$432,204$9,140,751$0$9,140,751
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$1,817
Dividends
$99,070
Net gain from sales of assets
$128,672
Other income
$773,361

Expenses

Grants and similar amounts paid
$460,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$460,500
Excise tax on investment income
$13,125

Balance sheet and other

Total assets, start of year
$9,718,778
Total assets, end of year
$10,082,138
Total liabilities, end of year
$0
Net assets, end of year
$10,082,138
Fair market value of assets
$10,082,138
Qualifying distributions
$460,500
Net investment income
$1,001,103

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
DONA HAMILTON STEMBERG
2200 SOUTH OCEAN LANE APT 2701, FORT LAUDERDALE, FL 33316
TRUSTEE8$0
WILLIAM D STEMBERG
2200 SOUTH OCEAN LANE APT 2701, FORT LAUDERDALE, FL 33316
TRUSTEE8$0
RYLAN M HAMILTON
2200 SOUTH OCEAN LANE APT 2701, FORT LAUDERDALE, FL 33316
TRUSTEE8$0
990-PF for the year ended July 31, 2024: 3 people
NameTitleHours / weekCompensation
DONA HAMILTON STEMBERG
2200 SOUTH OCEAN LANE APT 2701, FORT LAUDERDALE, FL 33316
TRUSTEE8$0
WILLIAM D STEMBERG
2200 SOUTH OCEAN LANE APT 2701, FORT LAUDERDALE, FL 33316
TRUSTEE8$0
RYLAN M HAMILTON
2200 SOUTH OCEAN LANE APT 2701, FORT LAUDERDALE, FL 33316
TRUSTEE8$0
990-PF for the year ended July 31, 2023: 3 people
NameTitleHours / weekCompensation
DONA HAMILTON STEMBERG
2200 SOUTH OCEAN LANE APT 2701, FORT LAUDERDALE, FL 33316
TRUSTEE8$0
WILLIAM D STEMBERG
2200 SOUTH OCEAN LANE APT 2701, FORT LAUDERDALE, FL 33316
TRUSTEE8$0
RYLAN M HAMILTON
2200 SOUTH OCEAN LANE APT 2701, FORT LAUDERDALE, FL 33316
TRUSTEE8$0

Address and contacts

Address (IRS master file)
2200 S OCEAN LN APT 2701, FT LAUDERDALE, FL 33316-3833
In care of
% RAMPELL
Signed the 990-PF
DOLA HAMILTON STEMBERG, TRUSTEE
Phone
(617) 227-5540
Return prepared by
KAUFMAN ROSSIN & COPA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
20-5672504
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
2006
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$10,082,138
Income (IRS master file)
$2,597,212

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$1,002,920$531,753$10,082,138XML
990-PFJuly 2024$1,278,419$528,885$9,718,778XML
990-PFJuly 2023$1,047,554$615,350$9,140,751XML
990-PFJuly 2022–––IRS
990-PFJuly 2021–––IRS
990-PFJuly 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 20-5672504).

Questions about DOLA HAMILTON STEMBERG CHARITABLE FOUNDATION

What is the EIN of DOLA HAMILTON STEMBERG CHARITABLE FOUNDATION?
The employer identification number (EIN) of DOLA HAMILTON STEMBERG CHARITABLE FOUNDATION is 20-5672504.
Is DOLA HAMILTON STEMBERG CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to DOLA HAMILTON STEMBERG CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DOLA HAMILTON STEMBERG CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of DOLA HAMILTON STEMBERG CHARITABLE FOUNDATION due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DOLA HAMILTON STEMBERG CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of DOLA HAMILTON STEMBERG CHARITABLE FOUNDATION?
The 990-PF for the year ended July 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does DOLA HAMILTON STEMBERG CHARITABLE FOUNDATION have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $1,002,920, expenses of $531,753 and total assets of $10,082,138 at year end.

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