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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 26-1943873

HERBERT J AND PHYLLIS M SIEGEL CHARITABLE FOUNDATION

Tax-exempt · BALTIMORE, MD 21215

Financials

$4K$2K2023$3K$2K2024
Revenue Expenses · by fiscal year end
Financials of HERBERT J AND PHYLLIS M SIEGEL CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$3,435$2,404$1,031$258,588$0$258,588
June 30, 2024990-EZ$3,624$2,159$1,465$230,228$0$230,228
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Investment income
$3,435

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$2,404

Balance sheet and other

Total assets, start of year
$230,228
Total assets, end of year
$258,588
Total liabilities, end of year
$0
Net assets, end of year
$258,588
Cash, savings and investments
$258,588
Gross receipts
$3,435

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-EZ for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
ANDREW CUSHNIRPRESIDENT AND PUBLIC DIRECTOR0.15$0
HERBERT J SIEGELVICE PRESIDENT AND DONOR DIRECTOR0.15$0
PHYLLIS M SIEGELVICE PRESIDENT AND DONOR DIRECTOR0.15$0
MICHAEL I FRIEDMANTREASURER AND PUBLIC DIRECTOR0.15$0
SARA JANE GARBISSECRETARY AND DONOR DIRECTOR0.15$0
JAMES BERGPUBLIC DIRECTOR0.15$0
BRUCE SHOLKPUBLIC DIRECTOR0.15$0
990-EZ for the year ended June 30, 2024: 7 people
NameTitleHours / weekCompensation
MARC B TERRILLPRESIDENT & PUBLIC DIRECTOR0.15$0
HERBERT J SIEGELVICE PRESIDENT & DONOR DIRECTOR0.15$0
PHYLLIS M SIEGELSECRETARY & DONOR DIRECTOR0.15$0
MICHAEL I FRIEDMANTREASURER & PUBLIC DIRECTOR0.15$0
SARA JANE GARBISDONOR DIRECTOR0.15$0
JAMES BERGPUBLIC DIRECTOR0.15$0
BRUCE SHOLKPUBLIC DIRECTOR0.15$0

Address and contacts

Address (IRS master file)
5700 PARK HEIGHTS AVE, BALTIMORE, MD 21215-3930
In care of
% THE ASSOCIATED
Signed the 990-EZ
SAMUEL KLEIN, CHIEF FINANCIAL OFFICER
Phone
(410) 727-4828
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

THE FOUNDATION WAS CREATED TO CARRY OUT THE CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES OF THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC. (THE ASSOCIATED). THE FOUNDATION MAKES GRANTS TO PUBLIC CHARITABLE ORGANIZATIONS IN FURTHERANCE OF THE MISSION OF THE ASSOCIATED.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • PROVIDE GRANTS TO FURTHER THE MISSION OF THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC.

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2025 990-N for HERBERT J AND PHYLLIS M SIEGEL CHARITABLE FOUNDATION

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
26-1943873
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2009
Accounting year ends
June
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$258,588
Income (IRS master file)
$3,435

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$3,435$2,404$258,588IRS
990-EZJune 2024$3,624$2,159$230,228IRS
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-EZJune 2021–––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 26-1943873).

Questions about HERBERT J AND PHYLLIS M SIEGEL CHARITABLE FOUNDATION

What is the EIN of HERBERT J AND PHYLLIS M SIEGEL CHARITABLE FOUNDATION?
The employer identification number (EIN) of HERBERT J AND PHYLLIS M SIEGEL CHARITABLE FOUNDATION is 26-1943873.
Is HERBERT J AND PHYLLIS M SIEGEL CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to HERBERT J AND PHYLLIS M SIEGEL CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does HERBERT J AND PHYLLIS M SIEGEL CHARITABLE FOUNDATION file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of HERBERT J AND PHYLLIS M SIEGEL CHARITABLE FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HERBERT J AND PHYLLIS M SIEGEL CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who are the officers and directors of HERBERT J AND PHYLLIS M SIEGEL CHARITABLE FOUNDATION?
The 990-EZ for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does HERBERT J AND PHYLLIS M SIEGEL CHARITABLE FOUNDATION have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $3,435, expenses of $2,404 and total assets of $258,588 at year end.

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