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Nonprofit · EIN 22-6051671

LUCILE AND MAURICE POLLAK FUND

Tax-exempt · BARNEGAT, NJ 08005

Financials

$618K$264K2023$181K$313K2024$645K$290K2025
Revenue Expenses · by fiscal year end
Financials of LUCILE AND MAURICE POLLAK FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF (amended)$645,129$290,167$354,962$3,340,137$0$3,340,137
December 31, 2024990-PF$180,811$312,869-$132,058$2,985,175$0$2,985,175
December 31, 2023990-PF$618,032$264,107$353,925$3,117,233$0$3,117,233
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$65,175
Interest
$35,074
Net gain from sales of assets
$544,880

Expenses

Grants and similar amounts paid
$166,000
Compensation of officers, directors and key employees
$68,852
Disbursements for charitable purposes
$233,647
Excise tax on investment income
$8,158

Balance sheet and other

Total assets, start of year
$2,985,175
Total assets, end of year
$3,340,137
Total liabilities, end of year
$0
Net assets, end of year
$3,340,137
Fair market value of assets
$4,956,212
Qualifying distributions
$233,647
Net investment income
$643,394

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
WILLIAM POLLAK
860 UNITED NATIONS PLAZA, NEW YORK, NY 10017
MANAGER0.25$0
JAMES STERN
5-4 OAK RIDGE DRIVE, MAYNARD, MD 01754
PRESIDENT1$0
PETER STERN
28233 JEWEL FISH LANE, BONITA SPRINGS, FL 34135
MANAGER0.25$0
JOHN DEB POLLAK
3234 SEVENTH STREET, BOULDER, CO 80304
MANAGER0.25$0
ROBERT STERN
124 LAKE SHORE DRIVE, NEW HARTFORD, CT 06057
MANAGER0.25$0
THOMAS POLLAK
1855 SPRING VALLEY ROAD, OSSINING, NY 10562
V-PRESIDENT1$0
STEVEN WALLACH
13 SEQUOIA PARKWAY, OCEAN, NJ 07712
TREASURER1$0
BRIAN POLLAK
30 MILLSTREAM ROAD, UPPER SADDLE RIVER, NJ 07458
MANAGER0.25$0
STEVEN POLLAK
2056 QUAKER RIDGE ROAD, CROTON ON HUDSON, NY 10520
SECRETARY1$0
990-PF for the year ended December 31, 2024: 10 people
NameTitleHours / weekCompensation
WILLIAM POLLAK
860 UNITED NATIONS PLAZA, NEW YORK, NY 10017
MANAGER0.25$0
JAMES STERN
5-4 OAK RIDGE DRIVE, MAYNARD, MD 01754
PRESIDENT1$0
PETER STERN
28233 JEWEL FISH LANE, BONITA SPRINGS, FL 34135
MANAGER0.25$0
JOHN DEB POLLAK
3234 SEVENTH STREET, BOULDER, CO 80304
MANAGER0.25$0
JEAN DEB POLLAK
9 SAXON WOODS ROAD 220, WHITE PLAINS, NY 10605
EMERITUS0.25$0
ROBERT STERN
124 LAKE SHORE DRIVE, NEW HARTFORD, CT 06057
MANAGER0.25$0
THOMAS POLLAK
1845 SPRING VALLEY ROAD, OSSINING, NY 10562
V-PRESIDENT1$0
STEVEN WALLACH
13 SEQUOIA PARKWAY, OCEAN, NJ 07712
TREASURER1$0
BRIAN POLLAK
30 MILLSTREAM ROAD, UPPER SADDLE RIVER, NJ 07458
MANAGER0.25$0
STEVEN POLLAK
2056 QUAKER RIDGE ROAD, CROTON ON HUDSON, NY 10520
SECRETARY1$0
990-PF for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensation
WILLIAM POLLAK
860 UNITED NATIONS PLAZA, NEW YORK, NY 10017
MANAGER0.25$0
JAMES STERN
5-4 OAK RIDGE DRIVE, MAYNARD, MD 01754
PRESIDENT1$0
PETER STERN
28233 JEWEL FISH LANE, BONITA SPRINGS, FL 34135
MANAGER0.25$0
JOHN DEB POLLAK
3234 SEVENTH STREET, BOULDER, CO 80304
MANAGER0.25$0
JEAN DEB POLLAK
9 SAXON WOODS ROAD 220, WHITE PLAINS, NY 10605
EMERITUS0.25$0
LOIS P BRODER DECEASED
115 SANDY COVE, TINTON FALLS, NJ 07753
EMERITUS0.25$0
ROBERT STERN
124 LAKE SHORE DRIVE, NEW HARTFORD, CT 06057
MANAGER0.25$0
THOMAS POLLAK
1845 SPRING VALLEY ROAD, OSSINING, NY 10562
V-PRESIDENT1$0
STEVEN WALLACH
13 SEQUOIA PARKWAY, OCEAN, NJ 07712
TREASURER1$0
BRIAN POLLAK
30 MILLSTREAM ROAD, UPPER SADDLE RIVER, NJ 07458
MANAGER0.25$0
STEVEN POLLAK
1845 SPRING VALLEY ROAD, OSSINING, NY 10562
SECRETARY1$0

Address and contacts

Address (IRS master file)
41 PINE OAK BLVD, BARNEGAT, NJ 08005-3110
Signed the 990-PF
STEVEN WALLACH, TREASURER
Phone
(609) 978-8718
Return prepared by
ASH & PARSONT 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
22-6051671
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
1964
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,340,137
Income (IRS master file)
$1,872,978

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$645,129$290,167$3,340,137XML
990-PFDecember 2024$180,811$312,869$2,985,175XML
990-PFDecember 2023$618,032$264,107$3,117,233XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 22-6051671).

Questions about LUCILE AND MAURICE POLLAK FUND

What is the EIN of LUCILE AND MAURICE POLLAK FUND?
The employer identification number (EIN) of LUCILE AND MAURICE POLLAK FUND is 22-6051671.
Is LUCILE AND MAURICE POLLAK FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
Are donations to LUCILE AND MAURICE POLLAK FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LUCILE AND MAURICE POLLAK FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of LUCILE AND MAURICE POLLAK FUND 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 LUCILE AND MAURICE POLLAK FUND 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 LUCILE AND MAURICE POLLAK FUND?
The 990-PF for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does LUCILE AND MAURICE POLLAK FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $645,129, expenses of $290,167 and total assets of $3,340,137 at year end.

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