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Nonprofit · EIN 26-2508550

SAM AND HELGA FELDMAN FOUNDATION

Tax-exempt · SAN ANTONIO, TX 78213

Financials

$502K$929K2022$1.5M$1.5M2023$2M$2M2024
Revenue Expenses · by fiscal year end
Financials of SAM AND HELGA FELDMAN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$1,961,558$1,953,143$8,415$21,091,006$0$21,091,006
August 31, 2024990-PF (amended)$1,499,252$1,474,664$24,588$21,082,591$0$21,082,591
August 31, 2023990-PF$501,554$928,900-$427,346$21,058,003$0$21,058,003
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$3,500
Dividends
$333,073
Net gain from sales of assets
$1,624,985

Expenses

Grants and similar amounts paid
$1,302,372
Compensation of officers, directors and key employees
$375,000
Disbursements for charitable purposes
$1,352,372
Excise tax on investment income
$19,148

Balance sheet and other

Total assets, start of year
$21,082,591
Total assets, end of year
$21,091,006
Total liabilities, end of year
$0
Net assets, end of year
$21,091,006
Fair market value of assets
$32,119,654
Qualifying distributions
$1,352,372
Net investment income
$1,958,058

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
SOL SCHWARTZ
1314 SPANISH OAKS, SAN ANTONIO, TX 78213
PRESIDENT1$0
LEE SCHWARTZ
3626 TIMBERSIDE CIRCLE, HOUSTON, TX 77025
SECRETARY1$0
DAVID M TAYLOR
700 N PEARL ST, DALLAS, TX 75201
VICE PRESIDENT1$0
990-PF for the year ended August 31, 2024: 3 people
NameTitleHours / weekCompensation
SOL SCHWARTZ
1314 SPANISH OAKS, SAN ANTONIO, TX 78213
PRESIDENT1$100,000
LEE SCHWARTZ
3626 TIMBERSIDE CIRCLE, HOUSTON, TX 77025
SECRETARY1$100,000
DAVID M TAYLOR
700 N PEARL ST, DALLAS, TX 75201
VICE PRESIDENT1$100,000
990-PF for the year ended August 31, 2023: 3 people
NameTitleHours / weekCompensation
SOL SCHWARTZ
1314 SPANISH OAKS, SAN ANTONIO, TX 78213
PRESIDENT1$100,000
LEE SCHWARTZ
3626 TIMBERSIDE CIRCLE, HOUSTON, TX 77025
SECRETARY1$100,000
DAVID M TAYLOR
700 N PEARL ST, DALLAS, TX 75201
VICE PRESIDENT1$100,000

Address and contacts

Address (IRS master file)
1314 SPANISH OAKS, SAN ANTONIO, TX 78213-1605
In care of
% HELGA FELDMAN
Signed the 990-PF
SOL SCHWARTZ, PRESIDENT
Phone
(210) 344-5052
Return prepared by
SOL SCHWARTZ & ASSOCIATES 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 August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
26-2508550
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
2009
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$21,091,006
Income (IRS master file)
$16,189,793

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$1,961,558$1,953,143$21,091,006XML
990-PFAugust 2024$1,499,252$1,474,664$21,082,591XML
990-PFAugust 2023$501,554$928,900$21,058,003XML
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 2020–––IRS
990-PFAugust 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 26-2508550).

Questions about SAM AND HELGA FELDMAN FOUNDATION

What is the EIN of SAM AND HELGA FELDMAN FOUNDATION?
The employer identification number (EIN) of SAM AND HELGA FELDMAN FOUNDATION is 26-2508550.
Is SAM AND HELGA FELDMAN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to SAM AND HELGA FELDMAN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SAM AND HELGA FELDMAN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SAM AND HELGA FELDMAN FOUNDATION due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SAM AND HELGA FELDMAN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of SAM AND HELGA FELDMAN FOUNDATION?
The 990-PF for the year ended August 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does SAM AND HELGA FELDMAN FOUNDATION have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $1,961,558, expenses of $1,953,143 and total assets of $21,091,006 at year end.

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