Nonprofit · EIN 23-7012134
HOLSTEIN FOUNDATION
Tax-exempt · MYSTIC, CT 06355
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $24,049 | $31,024 | -$6,975 | $352,212 | $0 | $352,212 |
| December 31, 2024 | 990-PF | $15,334 | $28,584 | -$13,250 | $359,187 | $0 | $359,187 |
| December 31, 2023 | 990-PF | $0 | $38,281 | -$38,281 | $372,437 | $0 | $372,437 |
| December 31, 2021 | 990-PF | $75,000 | $28,346 | $46,654 | $504,193 | $0 | $504,193 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Interest
- $24,049
Expenses
- Grants and similar amounts paid
- $27,850
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $27,850
- Excise tax on investment income
- $331
Balance sheet and other
- Total assets, start of year
- $359,187
- Total assets, end of year
- $352,212
- Total liabilities, end of year
- $0
- Net assets, end of year
- $352,212
- Fair market value of assets
- $352,212
- Qualifying distributions
- $27,850
- Net investment income
- $24,049
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 HOLSTEIN 12 ROOSEVELT AVE, MYSTIC, CT 06355 | TRUSTEE | 1 | $0 |
| JILL BACH 12 ROOSEVELT AVE, MYSTIC, CT 06355 | TRUSTEE | 1 | $0 |
| BRUCE HOLSTEIN 12 ROOSEVELT AVE, MYSTIC, CT 06355 | TRUSTEE | 1 | $0 |
| PATRICIA CLARK 12 ROOSEVELT AVE, MYSTIC, CT 06355 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN HOLSTEIN 12 ROOSEVELT AVE, MYSTIC, CT 06355 | TRUSTEE | 1 | $0 |
| JILL BACH 12 ROOSEVELT AVE, MYSTIC, CT 06355 | TRUSTEE | 1 | $0 |
| BRUCE HOLSTEIN 12 ROOSEVELT AVE, MYSTIC, CT 06355 | TRUSTEE | 1 | $0 |
| PATRICIA CLARK 12 ROOSEVELT AVE, MYSTIC, CT 06355 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN HOLSTEIN 12 ROOSEVELT AVE, MYSTIC, CT 06355 | TRUSTEE | 1 | $0 |
| JILL BACH 12 ROOSEVELT AVE, MYSTIC, CT 06355 | TRUSTEE | 1 | $0 |
| BRUCE HOLSTEIN 12 ROOSEVELT AVE, MYSTIC, CT 06355 | TRUSTEE | 1 | $0 |
| PATRICIA CLARK 12 ROOSEVELT AVE, MYSTIC, CT 06355 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2021: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN HOLSTEIN 12 ROOSEVELT AVE, MYSTIC, CT 06355 | TRUSTEE | 1 | $0 |
| JILL BACH 12 ROOSEVELT AVE, MYSTIC, CT 06355 | TRUSTEE | 1 | $0 |
| BRUCE HOLSTEIN 12 ROOSEVELT AVE, MYSTIC, CT 06355 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 12 ROOSEVELT AVENUE, MYSTIC, CT 06355-2809
- Signed the 990-PF
- JOHN HOLSTEIN, TRUSTEE
- Phone
- (860) 572-8515
- Return prepared by
- CBIZ ADVISORS 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
- 23-7012134
- 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
- 1969
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $352,212
- Income (IRS master file)
- $24,049
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $24,049 | $31,024 | $352,212 | IRS |
| 990-PF | December 2024 | $15,334 | $28,584 | $359,187 | IRS |
| 990-PF | December 2023 | $0 | $38,281 | $372,437 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $75,000 | $28,346 | $504,193 | XML |
| 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 23-7012134).
Questions about HOLSTEIN FOUNDATION
- What is the EIN of HOLSTEIN FOUNDATION?
- The employer identification number (EIN) of HOLSTEIN FOUNDATION is 23-7012134.
- Is HOLSTEIN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to HOLSTEIN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HOLSTEIN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HOLSTEIN 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 HOLSTEIN 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 HOLSTEIN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does HOLSTEIN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $24,049, expenses of $31,024 and total assets of $352,212 at year end.
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