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Nonprofit · EIN 23-7035442

BAMBERGER ALLEN HEALTH AND EDUCATIONAL FOUNDATION

Tax-exempt · SALT LAKE CTY, UT 84111

Financials

$184K$138K2023$254K$264K2024
Revenue Expenses · by fiscal year end
Financials of BAMBERGER ALLEN HEALTH AND EDUCATIONAL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$254,117$264,178-$10,061$2,076,604$0$2,076,604
December 31, 2023990-PF$184,339$138,426$45,913$2,023,347$0$2,023,347
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$34,603
Interest
$203
Net gain from sales of assets
$219,311

Expenses

Grants and similar amounts paid
$236,500
Disbursements for charitable purposes
$236,500
Excise tax on investment income
$3,148

Balance sheet and other

Total assets, start of year
$2,023,347
Total assets, end of year
$2,076,604
Total liabilities, end of year
$0
Net assets, end of year
$2,076,604
Fair market value of assets
$3,010,719
Qualifying distributions
$236,500
Net investment income
$254,117

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
SHAUNA B PRISKOS
5253 COTTONWOOD LAND, HOLLADAY, UT 84117
SECRETARY1$0
CHRISTINE BANBERGER
2720 WALKER LANE, SALT LAKE CITY, UT 84117
PRESIDENT1$0
STEPHEN C BAMBERGER
163 SO MAIN ST, SALT LAKE CITY, UT 84111
MEMBER1$0
ASHLEY ROTHWELL - CAMPAGNA
2004 SHERIDAN ROAD, SALT LAKE CITY, UT 84108
VICE PRESIDE1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
SHAUNA B PRISKOS
5253 COTTONWOOD LAND, HOLLADAY, UT 84117
Trustee1$0
CHRISTINE BAMBERGER
2720 WALKER LANE, SALT LAKE CITY, UT 84117
Trustee1$0
STEPHEN C BAMBERGER
163 SO MAIN ST, SALT LAKE CITY, UT 84111
President & CEO1$0
ASHLEY ROTHWELL - CAMPAGNA
2004 SHERIDAN ROAD, SALT LAKE CITY, UT 84108
Trustee1$0

Address and contacts

Address (IRS master file)
163 S MAIN ST, SALT LAKE CTY, UT 84111-1917
Signed the 990-PF
STEPHEN C BAMBERGER, MEMBER
Phone
(801) 364-4882
Return prepared by
WSRP ADVISORY 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 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
23-7035442
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)
$2,076,604
Income (IRS master file)
$2,024,206

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$254,117$264,178$2,076,604IRS
990-PFDecember 2023$184,339$138,426$2,023,347XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 23-7035442).

Questions about BAMBERGER ALLEN HEALTH AND EDUCATIONAL FOUNDATION

What is the EIN of BAMBERGER ALLEN HEALTH AND EDUCATIONAL FOUNDATION?
The employer identification number (EIN) of BAMBERGER ALLEN HEALTH AND EDUCATIONAL FOUNDATION is 23-7035442.
Is BAMBERGER ALLEN HEALTH AND EDUCATIONAL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
Are donations to BAMBERGER ALLEN HEALTH AND EDUCATIONAL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BAMBERGER ALLEN HEALTH AND EDUCATIONAL FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BAMBERGER ALLEN HEALTH AND EDUCATIONAL 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 BAMBERGER ALLEN HEALTH AND EDUCATIONAL 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 BAMBERGER ALLEN HEALTH AND EDUCATIONAL FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does BAMBERGER ALLEN HEALTH AND EDUCATIONAL FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $254,117, expenses of $264,178 and total assets of $2,076,604 at year end.

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