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Nonprofit · EIN 23-2641004

BERNARD W & BERNADETTE LOEB CHARITABLE FOUNDATION

Also known as ALDERFER MURRAY Y TTEE

Tax-exempt · LECANTO, FL 34461

Financials

$27K$40K2023$27K$41K2024$31K$39K2025
Revenue Expenses · by fiscal year end
Financials of BERNARD W & BERNADETTE LOEB CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$31,301$39,345-$8,044$458,377$0$458,377
December 31, 2024990-PF$27,304$40,812-$13,508$427,223$0$427,223
December 31, 2023990-PF$26,997$40,465-$13,468$399,954$0$399,954
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$4,834
Interest
$47
Net gain from sales of assets
$26,420

Expenses

Grants and similar amounts paid
$21,750
Compensation of officers, directors and key employees
$14,000
Disbursements for charitable purposes
$21,750
Excise tax on investment income
$385

Balance sheet and other

Total assets, start of year
$427,223
Total assets, end of year
$458,377
Total liabilities, end of year
$0
Net assets, end of year
$458,377
Fair market value of assets
$458,377
Qualifying distributions
$21,750
Net investment income
$31,301

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
Josephine A Szmuc
3651 N Grayhawk Loop, Lacanto, FL 34461
President30$14,000
Susan A Walker
814 W King Rd, Malvern, PA 19355
Vice President0$0
Maria Birdsong Zack
1191 Ridge Rd, Pottstown, PA 19465
Treasurer0$0
Edward Szmuc
3651 N Grayhawk Loop, Lacanto, FL 34461
Secretary0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
Josephine A Szmuc
3651 N Grayhawk Loop, Lacanto, FL 34461
President30$13,500
Susan A Walker-Russo
106 Bernard Court, Wayne, PA 19087
Vice President0$0
Catherine Bowles
1672 W DOE Run Road, Kennet Square, PA 19348
Treasurer0$0
Maria Zack
39 Richard Lee Lane, Phoenixville, PA 19460
Secretary0$0
Thomas E Brown
821 Eagle Point Road, Canonsburg, PA 15317
Officer0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
Josephine A Szmuc
3651 N Grayhawk Loop, Lacanto, FL 34461
President30$10,000
Susan A Walker-Russo
106 Bernard Court, Wayne, PA 19087
Vice President0$0
Catherine Bowles
1672 W DOE Run Road, Kennet Square, PA 19348
Treasurer0$0
Maria Zack
39 Richard Lee Lane, Phoenixville, PA 19460
Secretary0$0
Thomas E Brown
821 Eagle Point Road, Canonsburg, PA 15317
Officer0$0

Address and contacts

Address (IRS master file)
3651 N GRAYHAWK LOOP, LECANTO, FL 34461-8475
Signed the 990-PF
Josephine A Szmuc, President
Phone
(610) 517-0091
Return prepared by
Chisler Marx & Company

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
23-2641004
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
1992
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$458,377
Income (IRS master file)
$62,324

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$31,301$39,345$458,377IRS
990-PFDecember 2024$27,304$40,812$427,223IRS
990-PFDecember 2023$26,997$40,465$399,954XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2019–––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 23-2641004).

Questions about BERNARD W & BERNADETTE LOEB CHARITABLE FOUNDATION

What is the EIN of BERNARD W & BERNADETTE LOEB CHARITABLE FOUNDATION?
The employer identification number (EIN) of BERNARD W & BERNADETTE LOEB CHARITABLE FOUNDATION is 23-2641004.
Is BERNARD W & BERNADETTE LOEB CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to BERNARD W & BERNADETTE LOEB CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERNARD W & BERNADETTE LOEB CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BERNARD W & BERNADETTE LOEB 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 BERNARD W & BERNADETTE LOEB 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 BERNARD W & BERNADETTE LOEB CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $14,000 (Josephine A Szmuc, President).
How much revenue does BERNARD W & BERNADETTE LOEB CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $31,301, expenses of $39,345 and total assets of $458,377 at year end.

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