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Nonprofit · EIN 23-2962563

ERLBAUM FAMILY FOUNDATION

Tax-exempt · ARDMORE, PA 19003

Financials

$1.8M$1.1M2023$2.1M$826K2024
Revenue Expenses · by fiscal year end
Financials of ERLBAUM FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,137,779$825,850$1,311,929$2,925,175$10,937$2,914,238
December 31, 2023990-PF$1,820,874$1,149,714$671,160$2,635,609$8,319$2,627,290
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$802,993
Dividends
$44,454
Interest
$1,104
Net gain from sales of assets
$1,300,645
Other income
-$11,417

Expenses

Grants and similar amounts paid
$807,928
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$807,928
Excise tax on investment income
$18,691

Balance sheet and other

Total assets, start of year
$2,635,609
Total assets, end of year
$2,925,175
Total liabilities, end of year
$10,937
Net assets, end of year
$2,914,238
Fair market value of assets
$2,330,003
Qualifying distributions
$807,928
Net investment income
$1,346,203

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.

NameTitleHours / weekCompensation
GARY E ERLBAUM
44 W LANCASTER AVENUE SUITE 110, ARDMORE, PA 190031339
PRESIDENT1$0
DANIEL A ERLBAUM
44 W LANCASTER AVENUE SUITE 110, ARDMORE, PA 190031339
DIRECTOR1$0
JON L ERLBAUM
44 W LANCASTER AVENUE SUITE 110, ARDMORE, PA 190031339
DIRECTOR1$0
MARC N ERLBAUM
44 W LANCASTER AVENUE SUITE 110, ARDMORE, PA 190031339
DIRECTOR1$0
VICKI O ERLBAUM
44 W LANCASTER AVENUE SUITE 110, ARDMORE, PA 190031339
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
GARY E ERLBAUM
44 W LANCASTER AVENUE SUITE 110, ARDMORE, PA 190031339
PRESIDENT1$0
DANIEL A ERLBAUM
44 W LANCASTER AVENUE SUITE 110, ARDMORE, PA 190031339
DIRECTOR1$0
JON L ERLBAUM
44 W LANCASTER AVENUE SUITE 110, ARDMORE, PA 190031339
DIRECTOR1$0
MARC N ERLBAUM
44 W LANCASTER AVENUE SUITE 110, ARDMORE, PA 190031339
DIRECTOR1$0
VICKI O ERLBAUM
44 W LANCASTER AVENUE SUITE 110, ARDMORE, PA 190031339
DIRECTOR1$0

Address and contacts

Address (IRS master file)
44 W LANCASTER AVE STE 110, ARDMORE, PA 19003-1350
In care of
% GARY E ERLBAUM PRES
Signed the 990-PF
GARY ERLBAUM, PRESIDENT
Phone
(610) 896-7700
Return prepared by
STEPHEN HOLSTEIN 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 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
23-2962563
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
Assets (IRS master file)
$2,925,175
Income (IRS master file)
$2,288,427

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,137,779$825,850$2,925,175XML
990-TDecember 2024–––IRS
990-PFDecember 2023$1,820,874$1,149,714$2,635,609XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 23-2962563).

Questions about ERLBAUM FAMILY FOUNDATION

What is the EIN of ERLBAUM FAMILY FOUNDATION?
The employer identification number (EIN) of ERLBAUM FAMILY FOUNDATION is 23-2962563.
Is ERLBAUM FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to ERLBAUM FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ERLBAUM FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ERLBAUM FAMILY FOUNDATION 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 ERLBAUM FAMILY FOUNDATION 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 ERLBAUM FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does ERLBAUM FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,137,779, expenses of $825,850 and total assets of $2,925,175 at year end.

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