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Nonprofit · EIN 31-1604299

PAULSEN FAMILY FOUNDATION

Tax-exempt · UNIONDALE, NY 11553

Financials

$5.5M$448K2023$900K$399K2024
Revenue Expenses · by fiscal year end
Financials of PAULSEN FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$899,703$398,580$501,123$7,234,161$0$7,234,161
December 31, 2023990-PF$5,476,626$447,527$5,029,099$6,768,238$8,800$6,759,438
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$152,058
Interest
$4,917
Net gain from sales of assets
$742,728

Expenses

Grants and similar amounts paid
$225,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$225,594
Excise tax on investment income
$11,644

Balance sheet and other

Total assets, start of year
$6,768,238
Total assets, end of year
$7,234,161
Total liabilities, end of year
$0
Net assets, end of year
$7,234,161
Fair market value of assets
$8,840,627
Qualifying distributions
$225,594
Net investment income
$899,703

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
KATHERINE C PAULSEN
C/O CSV PC 50 CHARLES LINDBERGH, BLVD, UNIONDALE, NY 11553
DIRECTOR5$0
CAROLINE E PAULSEN
C/O CSV PC 50 CHARLES LINDBERGH, BLVD, UNIONDALE, NY 11553
DIRECTOR5$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
WILLIAM F PAULSEN
C/O CSV PC 50 CHARLES LINDBERGH, BLVD, UNIONDALE, NY 11553
DIRECTOR5$0
KATHERINE C PAULSEN
C/O CSV PC 50 CHARLES LINDBERGH, BLVD, UNIONDALE, NY 11553
DIRECTOR5$0
CAROLINE E PAULSEN
C/O CSV PC 50 CHARLES LINDBERGH, BLVD, UNIONDALE, NY 11553
DIRECTOR5$0
LAURA E TAFT
C/O CSV PC 50 CHARLES LINDBERGH, BLVD, UNIONDALE, NY 11553
DIRECTOR5$0

Address and contacts

Address (IRS master file)
CO CSV 50 CHAS LINDBRGH BVD 605, UNIONDALE, NY 11553-0000
In care of
% CSV PC
Signed the 990-PF
WILLIAM F PAULSEN, DIRECTOR
Phone
(516) 483-5800
Return prepared by
COOPERSMITH SIMON & VOGEL 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 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
31-1604299
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
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$7,234,161
Income (IRS master file)
$2,115,214

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$899,703$398,580$7,234,161IRS
990-PFDecember 2023$5,476,626$447,527$6,768,238XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 31-1604299).

Questions about PAULSEN FAMILY FOUNDATION

What is the EIN of PAULSEN FAMILY FOUNDATION?
The employer identification number (EIN) of PAULSEN FAMILY FOUNDATION is 31-1604299.
Is PAULSEN FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to PAULSEN FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PAULSEN FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of PAULSEN FAMILY 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 PAULSEN FAMILY 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 PAULSEN FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does PAULSEN FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $899,703, expenses of $398,580 and total assets of $7,234,161 at year end.

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