Nonprofit · EIN 31-1799543
CLARA J SZEKELY FOUNDATION INC
Tax-exempt · NEW YORK, NY 10025
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $7,083 | $47,228 | -$40,145 | $357,842 | $35,000 | $322,842 |
| June 30, 2024 | 990-PF | -$1,621 | $46,640 | -$48,261 | $398,303 | $35,000 | $363,303 |
| June 30, 2023 | 990-PF | $33,410 | $41,655 | -$8,245 | $441,961 | $30,000 | $411,961 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $13,452
- Net gain from sales of assets
- -$6,369
Expenses
- Grants and similar amounts paid
- $30,000
- Compensation of officers, directors and key employees
- $2,225
- Disbursements for charitable purposes
- $30,000
- Excise tax on investment income
- $119
Balance sheet and other
- Total assets, start of year
- $398,303
- Total assets, end of year
- $357,842
- Total liabilities, end of year
- $35,000
- Net assets, end of year
- $322,842
- Fair market value of assets
- $585,652
- Qualifying distributions
- $30,000
- Net investment income
- $13,452
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLENE TRENK 330 WEST 28TH STREET APT 14-F, NEW YORK, NY 10001 | SECRETARY | 0 | $2,225 |
| BARRY N SHER 884 WEST END AVE 2, NEW YORK, NY 10025 | PRESIDENT | 0 | $0 |
| IRIS KORMAN 884 WEST END AVE 2, NEW YORK, NY 10025 | VICE PRESIDE | 0 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLENE TRENK 330 WEST 28TH STREET APT 14-F, NEW YORK, NY 10001 | SECRETARY | 0 | $2,000 |
| BARRY N SHER 884 WEST END AVE 2, NEW YORK, NY 10025 | PRESIDENT | 0 | $0 |
| IRIS KORMAN 884 WEST END AVE 2, NEW YORK, NY 10025 | VICE PRESIDE | 0 | $0 |
990-PF for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLENE TRENK 330 WEST 28TH STREET APT 14-F, NEW YORK, NY 10001 | SECRETARY | 0 | $2,000 |
| BARRY N SHER 884 WEST END AVE 2, NEW YORK, NY 10025 | PRESIDENT | 0 | $0 |
| IRIS KORMAN 884 WEST END AVE 2, NEW YORK, NY 10025 | VICE PRESIDE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- C/O BARRY SHER 884 WEST END AVE 2, NEW YORK, NY 10025-0000
- In care of
- % JOSEPH TRENK PC
- Signed the 990-PF
- BARRY N SHER, PRESIDENT
- Phone
- (212) 662-6309
- Return prepared by
- STEVEN BLACHER AND CO CPAS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1799543
- 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
- 2001
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $357,842
- Income (IRS master file)
- $55,833
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $7,083 | $47,228 | $357,842 | XML |
| 990-PF | June 2024 | -$1,621 | $46,640 | $398,303 | XML |
| 990-PF | June 2023 | $33,410 | $41,655 | $441,961 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 31-1799543).
Questions about CLARA J SZEKELY FOUNDATION INC
- What is the EIN of CLARA J SZEKELY FOUNDATION INC?
- The employer identification number (EIN) of CLARA J SZEKELY FOUNDATION INC is 31-1799543.
- Is CLARA J SZEKELY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to CLARA J SZEKELY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CLARA J SZEKELY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CLARA J SZEKELY FOUNDATION INC 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 CLARA J SZEKELY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of CLARA J SZEKELY FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 1 received compensation from the organization, the highest $2,225 (CHARLENE TRENK, SECRETARY).
- How much revenue does CLARA J SZEKELY FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $7,083, expenses of $47,228 and total assets of $357,842 at year end.
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