Nonprofit · EIN 35-2627862
A AND J SERENITY FUND INC
Tax-exempt · NEW YORK, NY 10128
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $268,496 | $352,248 | -$83,752 | $5,552,760 | $0 | $5,552,760 |
| December 31, 2024 | 990-PF | $223,626 | $416,489 | -$192,863 | $5,636,512 | $0 | $5,636,512 |
| December 31, 2023 | 990-PF | -$171,965 | $370,349 | -$542,314 | $5,829,375 | $0 | $5,829,375 |
| December 31, 2021 | 990-PF | $2,515,438 | $394,832 | $2,120,606 | $7,527,197 | $0 | $7,527,197 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $70,512
- Interest
- $379
- Net gain from sales of assets
- $197,605
Expenses
- Grants and similar amounts paid
- $302,500
- Compensation of officers, directors and key employees
- $42,000
- Disbursements for charitable purposes
- $302,500
- Excise tax on investment income
- $3,691
Balance sheet and other
- Total assets, start of year
- $5,636,512
- Total assets, end of year
- $5,552,760
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,552,760
- Fair market value of assets
- $6,704,403
- Qualifying distributions
- $302,500
- Net investment income
- $268,496
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 |
|---|---|---|---|
| ARTHUR A LANE 245 EAST 87TH STREET APT 9D, NEW YORK, NY 10128 | DIRECTOR & PRESIDENT | 5 | $21,000 |
| JANE F LANE 245 EAST 87TH STREET APT 9D, NEW YORK, NY 10128 | DIRECTOR & VICE PRESIDENT | 5 | $21,000 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARTHUR A LANE 245 EAST 87TH STREET APT 9D, NEW YORK, NY 10128 | DIRECTOR & PRESIDENT | 5 | $21,000 |
| JANE F LANE 245 EAST 87TH STREET APT 9D, NEW YORK, NY 10128 | DIRECTOR & VICE PRESIDENT | 5 | $21,000 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARTHUR A LANE 245 EAST 87TH STREET APT 9D, NEW YORK, NY 10128 | DIRECTOR & PRESIDENT | 5 | $21,000 |
| JANE F LANE 245 EAST 87TH STREET APT 9D, NEW YORK, NY 10128 | DIRECTOR & VICE PRESIDENT | 5 | $21,000 |
990-PF for the year ended December 31, 2021: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARTHUR A LANE 245 EAST 87TH STREET APT 9D, NEW YORK, NY 10128 | DIRECTOR & PRESIDENT | 5 | $21,000 |
| JANE F LANE 245 EAST 87TH STREET APT 9D, NEW YORK, NY 10128 | DIRECTOR & VICE PRESIDENT | 5 | $21,000 |
Address and contacts
- Address (IRS master file)
- 245 E 87TH ST APT 9D, NEW YORK, NY 10128-3250
- Signed the 990-PF
- ARTHUR A LANE, DIRECTOR & PRESIDENT
- Phone
- (917) 409-0213
- Return prepared by
- BERNSTEIN ROSEN & COMPANY CPAS 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 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
- 35-2627862
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,552,760
- Income (IRS master file)
- $1,027,044
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $268,496 | $352,248 | $5,552,760 | IRS |
| 990-PF | December 2024 | $223,626 | $416,489 | $5,636,512 | XML |
| 990-PF | December 2023 | -$171,965 | $370,349 | $5,829,375 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $2,515,438 | $394,832 | $7,527,197 | XML |
| 990-PF | December 2020 | – | – | – | 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 35-2627862).
Questions about A AND J SERENITY FUND INC
- What is the EIN of A AND J SERENITY FUND INC?
- The employer identification number (EIN) of A AND J SERENITY FUND INC is 35-2627862.
- Is A AND J SERENITY FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to A AND J SERENITY FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does A AND J SERENITY FUND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of A AND J SERENITY FUND INC 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 A AND J SERENITY FUND INC 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 A AND J SERENITY FUND INC?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $21,000 (ARTHUR A LANE, DIRECTOR & PRESIDENT).
- How much revenue does A AND J SERENITY FUND INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $268,496, expenses of $352,248 and total assets of $5,552,760 at year end.
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