Nonprofit · EIN 23-2673126
SAM AND KATE SIDEWATER FOUNDATION
Also known as SIDEWATER SAMUEL TTEE
Tax-exempt · BLUE BELL, PA 19422
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $768,199 | $168,076 | $600,123 | $2,025,321 | $0 | $2,025,321 |
| November 30, 2024 | 990-PF | $1,118,813 | $105,735 | $1,013,078 | $1,808,508 | $0 | $1,808,508 |
| November 30, 2023 | 990-PF | $76,584 | $102,358 | -$25,774 | $1,087,175 | $0 | $1,087,175 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $491,159
- Dividends
- $43,597
- Interest
- $12,859
- Net gain from sales of assets
- $220,584
Expenses
- Grants and similar amounts paid
- $152,975
- Disbursements for charitable purposes
- $153,969
- Excise tax on investment income
- $3,655
Balance sheet and other
- Total assets, start of year
- $1,808,508
- Total assets, end of year
- $2,025,321
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,025,321
- Fair market value of assets
- $3,621,243
- Qualifying distributions
- $153,969
- Net investment income
- $277,040
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SAMUEL SIDEWATER C/O 630 SENTRY PARKWAY EAST STE 200, BLUE BELL, PA 19422 | TRUSTEE | 0.25 | $0 |
| CATHERINE SIDEWATER C/O 630 SENTRY PARKWAY EAST STE 200, BLUE BELL, PA 19422 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended November 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SAMUEL SIDEWATER C/O 630 SENTRY PARKWAY EAST SUITE, 200, BLUE BELL, PA 19422 | TRUSTEE | 0.25 | $0 |
| CATHERINE SIDEWATER C/O 630 SENTRY PARKWAY EAST SUITE, 200, BLUE BELL, PA 19422 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SAMUEL SIDEWATER C/O 630 SENTRY PARKWAY EAST SUITE, 200, BLUE BELL, PA 19422 | TRUSTEE | 0.25 | $0 |
| CATHERINE SIDEWATER C/O 630 SENTRY PARKWAY EAST SUITE, 200, BLUE BELL, PA 19422 | TRUSTEE | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 630 SENTRY PKWY STE 200, BLUE BELL, PA 19422-2347
- In care of
- % BRUCE A ROSENFIELD ESQ
- Signed the 990-PF
- SAMUEL SIDEWATER, TRUSTEE
- Phone
- (215) 628-9693
- Return prepared by
- BASSMAN ADELMAN & WEISS PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-2673126
- 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
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,025,321
- Income (IRS master file)
- $893,034
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $768,199 | $168,076 | $2,025,321 | XML |
| 990-PF | November 2024 | $1,118,813 | $105,735 | $1,808,508 | XML |
| 990-PF | November 2023 | $76,584 | $102,358 | $1,087,175 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 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 23-2673126).
Questions about SAM AND KATE SIDEWATER FOUNDATION
- What is the EIN of SAM AND KATE SIDEWATER FOUNDATION?
- The employer identification number (EIN) of SAM AND KATE SIDEWATER FOUNDATION is 23-2673126.
- Is SAM AND KATE SIDEWATER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to SAM AND KATE SIDEWATER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAM AND KATE SIDEWATER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAM AND KATE SIDEWATER FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAM AND KATE SIDEWATER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of SAM AND KATE SIDEWATER FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does SAM AND KATE SIDEWATER FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $768,199, expenses of $168,076 and total assets of $2,025,321 at year end.
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