Nonprofit · EIN 22-3505137
DAVID & MARGERY INKELES CHARITABLE FOUNDATION
Also known as INKELES DAVID M TTEE
Tax-exempt · GAITHERSBURG, MD 20877
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $345,163 | $562,870 | -$217,707 | $11,101,726 | $0 | $11,101,726 |
| December 31, 2024 | 990-PF | $3,981,559 | $818,083 | $3,163,476 | $11,319,433 | $0 | $11,319,433 |
| December 31, 2023 | 990-PF | $7,952,446 | $611,752 | $7,340,694 | $8,155,957 | $0 | $8,155,957 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $70
- Dividends
- $344,765
- Interest
- $204
- Net gain from sales of assets
- $124
Expenses
- Grants and similar amounts paid
- $540,668
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $540,668
- Excise tax on investment income
- $4,797
Balance sheet and other
- Total assets, start of year
- $11,319,433
- Total assets, end of year
- $11,101,726
- Total liabilities, end of year
- $0
- Net assets, end of year
- $11,101,726
- Fair market value of assets
- $17,865,041
- Qualifying distributions
- $540,668
- Net investment income
- $345,093
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 |
|---|---|---|---|
| JOHN INKELES 4417 COLCHESTER DR, KENSINGTON, MD 20895 | VICE PRESIDENT GENERAL COUNSEL,SECRETA | 1 | $0 |
| LAURA INKELES 17721 CALABAR DRIVE, GAITHERSBURG, MD 208771033 | CHIEF FINANCIAL OFFICER AND TREASURER | 1 | $0 |
| CHARLES INKELES 345 E 50TH ST APT 6E, NEW YORK, NY 10022 | PRESIDENT | 1 | $0 |
| BARBARA INKELES 301 CHURCH STREET, WILLOW GROVE, PA 19090 | VICE PRESIDENT DIRECTOR CHARITABLE GI | 1 | $0 |
| WILLIAM MANN 3311 CUMMINGS LANE, CHEVY CHASE, MD 20815 | TRUSTEE AND DISCLAIMED FUNDS TRUSTEE | 1 | $0 |
| DANIEL DICARLO 155 MT ARLINGTON BLVD, LANDING, NJ 07850 | TRUSTEE AND DISCLAIMED FUNDS TRUSTEE | 1 | $0 |
| HANS DEKKER PO BOX 338, MORRISTOWN, NJ 07963 | DISLAIMED FUNDS OFFICER | 1 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN INKELES 821 Q ST NW, GAITHERSBURG, MD 20877 | VICE PRESIDENT GENERAL COUNSEL,SECRETA | 1 | $0 |
| LAURA INKELES 17721 CALABAR DRIVE, WASHINGTON, DC 20001 | CHIEF FINANCIAL OFFICER AND TREASURER | 1 | $0 |
| CHARLES INKELES 345 E 50TH ST APT 6E, NEW YORK, NY 10022 | PRESIDENT | 1 | $0 |
| BARBARA INKELES 301 CHURCH STREET, WILLOW GROVE, PA 19090 | VICE PRESIDENT DIRECTOR CHARITABLE GI | 1 | $0 |
| WILLIAM MANN 3311 CUMMINGS LANE, CHEVY CHASE, MD 20815 | TRUSTEE AND DISCLAIMED FUNDS TRUSTEE | 1 | $0 |
| DANIEL DICARLO 155 MT ARLINGTON BLVD, LANDING, NJ 07850 | TRUSTEE AND DISCLAIMED FUNDS TRUSTEE | 1 | $0 |
| HANS DEKKER PO BOX 338, MORRISTOWN, NJ 07963 | DISLAIMED FUNDS OFFICER | 1 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN INKELES 821 Q ST NW, GAITHERSBURG, MD 20877 | VICE PRESIDENT GENERAL COUNSEL,SECRETA | 1 | $0 |
| LAURA INKELES 17721 CALABAR DRIVE, WASHINGTON, DC 20001 | CHIEF FINANCIAL OFFICER AND TREASURER | 1 | $0 |
| CHARLES INKELES 345 E 50TH ST APT 6E, NEW YORK, NY 10022 | PRESIDENT | 1 | $0 |
| BARBARA INKELES 301 CHURCH STREET, WILLOW GROVE, PA 19090 | VICE PRESIDENT DIRECTOR CHARITABLE GI | 1 | $0 |
| WILLIAM MANN 3311 CUMMINGS LANE, CHEVY CHASE, MD 20815 | TRUSTEE AND DISCLAIMED FUNDS TRUSTEE | 1 | $0 |
| DANIEL DICARLO 155 MT ARLINGTON BLVD, LANDING, NJ 07850 | TRUSTEE AND DISCLAIMED FUNDS TRUSTEE | 1 | $0 |
| HANS DEKKER PO BOX 338, MORRISTOWN, NJ 07963 | DISLAIMED FUNDS OFFICER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 17721 CALABAR DR, GAITHERSBURG, MD 20877-1033
- Signed the 990-PF
- LAURA J INKELES, TREASURER
- Phone
- (617) 512-5626
- Return prepared by
- BURNS DRAEGER & HUMPHRIES 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 | 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
- 22-3505137
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20J)
- Assets (IRS master file)
- $11,101,726
- Income (IRS master file)
- $967,943
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $345,163 | $562,870 | $11,101,726 | IRS |
| 990-PF | December 2024 | $3,981,559 | $818,083 | $11,319,433 | IRS |
| 990-PF | December 2023 | $7,952,446 | $611,752 | $8,155,957 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 22-3505137).
Questions about DAVID & MARGERY INKELES CHARITABLE FOUNDATION
- What is the EIN of DAVID & MARGERY INKELES CHARITABLE FOUNDATION?
- The employer identification number (EIN) of DAVID & MARGERY INKELES CHARITABLE FOUNDATION is 22-3505137.
- Is DAVID & MARGERY INKELES CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to DAVID & MARGERY INKELES CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID & MARGERY INKELES CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID & MARGERY INKELES CHARITABLE 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 DAVID & MARGERY INKELES CHARITABLE 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 DAVID & MARGERY INKELES CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does DAVID & MARGERY INKELES CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $345,163, expenses of $562,870 and total assets of $11,101,726 at year end.
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