Nonprofit · EIN 26-3515702
SAMUEL AND HELEN S BOOKATZ FOUNDATION
Tax-exempt · ROCKVILLE, MD 20852
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $25,000 | $83,900 | -$58,900 | $11,589 | $754,216 | -$742,627 |
| December 31, 2023 | 990-PF | $25,000 | $76,813 | -$51,813 | $489 | $684,216 | -$683,727 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $25,000
Expenses
- Grants and similar amounts paid
- $0
Balance sheet and other
- Total assets, start of year
- $489
- Total assets, end of year
- $11,589
- Total liabilities, end of year
- $754,216
- Net assets, end of year
- -$742,627
- Fair market value of assets
- $11,187
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jan K Herman 8011 Maple Avenue, Takoma Park, MD 20912 | President | 5 | $0 |
| Steven G Hirshenson 50 W Edmonston Drive STE 603, Rockville, MD 20852 | Treasurer | 5 | $0 |
| Jacqueline Polland 3413 Shepherd Street, Chevy Chase, MD 20815 | Secretary | 20 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jan K Herman 8011 Maple Avenue, Takoma Park, MD 20912 | President | 5 | $0 |
| Steven G Hirshenson 50 W Edmonston Drive, Rockville, MD 20852 | Treasurer | 5 | $0 |
| Jacqueline Polland 3413 Shepherd Street, Chevy Chase, MD 20815 | Secretary | 20 | $0 |
Address and contacts
- Address (IRS master file)
- 50 W EDMONSTON DR STE 603, ROCKVILLE, MD 20852-1217
- In care of
- % JACQUELINE POLLAND
- Signed the 990-PF
- JACQUELINE POLLAND, Secretary
- Phone
- (301) 738-8800
- Website
- Bookatzfoundation.org
- Return prepared by
- Steven G Hirshenson Chartered
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 | Not 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
- 26-3515702
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Arts, culture and humanities (A54)
- Assets (IRS master file)
- $11,589
- Income (IRS master file)
- $25,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $25,000 | $83,900 | $11,589 | XML |
| 990-PF | December 2023 | $25,000 | $76,813 | $489 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 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 26-3515702).
Questions about SAMUEL AND HELEN S BOOKATZ FOUNDATION
- What is the EIN of SAMUEL AND HELEN S BOOKATZ FOUNDATION?
- The employer identification number (EIN) of SAMUEL AND HELEN S BOOKATZ FOUNDATION is 26-3515702.
- Is SAMUEL AND HELEN S BOOKATZ FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to SAMUEL AND HELEN S BOOKATZ FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAMUEL AND HELEN S BOOKATZ FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAMUEL AND HELEN S BOOKATZ 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 SAMUEL AND HELEN S BOOKATZ 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 SAMUEL AND HELEN S BOOKATZ FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does SAMUEL AND HELEN S BOOKATZ FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $25,000, expenses of $83,900 and total assets of $11,589 at year end.
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