Nonprofit · EIN 27-2456575
ANNE SAMUELS ESTATE FOUNDATION
Tax-exempt · NORTH MIAMI BEACH, FL 33160
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $17,793 | $28,711 | -$10,918 | $222,049 | $0 | $222,049 |
| December 31, 2024 | 990-PF | $6,743 | $24,011 | -$17,268 | $232,967 | $0 | $232,967 |
| December 31, 2023 | 990-PF | $4,967 | $21,712 | -$16,745 | $248,775 | $0 | $248,775 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $11,494
- Interest
- $4
- Net gain from sales of assets
- $6,295
Expenses
- Grants and similar amounts paid
- $25,700
- Disbursements for charitable purposes
- $28,711
- Excise tax on investment income
- $88
Balance sheet and other
- Total assets, start of year
- $232,967
- Total assets, end of year
- $222,049
- Total liabilities, end of year
- $0
- Net assets, end of year
- $222,049
- Fair market value of assets
- $701,877
- Qualifying distributions
- $28,711
- Net investment income
- $6,295
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 |
|---|---|---|---|
| Richard M Whitebrook 2775 Sunny Isles Blvd Ste 118, N Miami Beach, FL 33160 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard M Whitebrook 2775 Sunny Isles Blvd Ste 118, N Miami Beach, FL 33160 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard M Whitebrook 2775 Sunny Isles Blvd Ste 118, N Miami Beach, FL 33160 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2775 SUNNY ISLES BLVD, NORTH MIAMI BEACH, FL 33160-4079
- In care of
- % RICHARD M WHITEBROOK
- Signed the 990-PF
- Richard M Whitebrook, Trustee
- Phone
- (305) 932-2000
- Return prepared by
- MITCHELL E SILVERSTEIN PA
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
- 27-2456575
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $222,049
- Income (IRS master file)
- $31,498
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $17,793 | $28,711 | $222,049 | IRS |
| 990-PF | December 2024 | $6,743 | $24,011 | $232,967 | IRS |
| 990-PF | December 2023 | $4,967 | $21,712 | $248,775 | 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 27-2456575).
Questions about ANNE SAMUELS ESTATE FOUNDATION
- What is the EIN of ANNE SAMUELS ESTATE FOUNDATION?
- The employer identification number (EIN) of ANNE SAMUELS ESTATE FOUNDATION is 27-2456575.
- Is ANNE SAMUELS ESTATE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to ANNE SAMUELS ESTATE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANNE SAMUELS ESTATE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANNE SAMUELS ESTATE 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 ANNE SAMUELS ESTATE 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 ANNE SAMUELS ESTATE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does ANNE SAMUELS ESTATE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $17,793, expenses of $28,711 and total assets of $222,049 at year end.
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