Nonprofit · EIN 20-8265149
SMF FOUNDATION JM INC
Tax-exempt · NEW YORK, NY 10022
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $860,731 | $505,574 | $355,157 | $6,153,525 | $0 | $6,153,525 |
| December 31, 2023 | 990-PF | $923,937 | $417,953 | $505,984 | $5,798,368 | $0 | $5,798,368 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $750,000
- Dividends
- $196,709
- Interest
- $14
- Net gain from sales of assets
- -$86,153
- Other income
- $161
Expenses
- Grants and similar amounts paid
- $465,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $465,240
- Excise tax on investment income
- $1,910
Balance sheet and other
- Total assets, start of year
- $5,798,368
- Total assets, end of year
- $6,153,525
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,153,525
- Fair market value of assets
- $6,223,509
- Qualifying distributions
- $465,240
- Net investment income
- $175,854
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 |
|---|---|---|---|
| JOANNA MILSTEIN OGDEN CAP PROP 545 MADISON AVE-6TH, FL, NEW YORK, NY 10022 | PRESIDENT | 0 | $0 |
| ABIGAIL B ELBAUM OGDEN CAP PROP 545 MADISON AVE-6TH, FL, NEW YORK, NY 10022 | VICE PRESIDENT | 0 | $0 |
| PETER GROSSMAN 312 BALTUSTROL CIRCLE, ROSLYN, NY 11576 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOANNA MILSTEIN OGDEN CAP PROP 545 MADISON AVE-6TH, FL, NEW YORK, NY 10022 | PRESIDENT | 0 | $0 |
| ABIGAIL B ELBAUM OGDEN CAP PROP 545 MADISON AVE-6TH, FL, NEW YORK, NY 10022 | VICE PRESIDENT | 0 | $0 |
| PETER GROSSMAN 312 BALTUSTROL CIRCLE, ROSLYN, NY 11576 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 545 MADISON AVENUE 600, NEW YORK, NY 10022-4219
- In care of
- % PETER GROSSMAN
- Signed the 990-PF
- JOANNA MILSTEIN, PRESIDENT
- Phone
- (212) 339-2100
- Return prepared by
- OGDEN CAP PROPERTIES 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
- 20-8265149
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $6,153,525
- Income (IRS master file)
- $948,291
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $860,731 | $505,574 | $6,153,525 | IRS |
| 990-PF | December 2023 | $923,937 | $417,953 | $5,798,368 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 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 20-8265149).
Questions about SMF FOUNDATION JM INC
- What is the EIN of SMF FOUNDATION JM INC?
- The employer identification number (EIN) of SMF FOUNDATION JM INC is 20-8265149.
- Is SMF FOUNDATION JM INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to SMF FOUNDATION JM INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SMF FOUNDATION JM INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SMF FOUNDATION JM INC 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 SMF FOUNDATION JM INC 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 SMF FOUNDATION JM INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does SMF FOUNDATION JM INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $860,731, expenses of $505,574 and total assets of $6,153,525 at year end.
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