Nonprofit · EIN 38-3573217
KAHN-SOVEL-MERTZ FUND
Tax-exempt · BETHESDA, MD 20817
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $18,574 | $31,834 | -$13,260 | $642,948 | $0 | $642,948 |
| December 31, 2024 | 990-PF | $49,605 | $174,683 | -$125,078 | $656,208 | $0 | $656,208 |
| December 31, 2023 | 990-PF | $501,023 | $161,945 | $339,078 | $781,286 | $0 | $781,286 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $18,696
- Interest
- $18
- Net gain from sales of assets
- -$246
- Other income
- $106
Expenses
- Grants and similar amounts paid
- $24,375
- Disbursements for charitable purposes
- $24,375
- Excise tax on investment income
- $158
Balance sheet and other
- Total assets, start of year
- $656,208
- Total assets, end of year
- $642,948
- Total liabilities, end of year
- $0
- Net assets, end of year
- $642,948
- Fair market value of assets
- $836,556
- Qualifying distributions
- $24,375
- Net investment income
- $18,820
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 |
|---|---|---|---|
| JULEE MERTZ 8309 RIVER TRAIL LANE, BETHESDA, MD 20817 | PRESIDENT | 0 | $0 |
| ALYSSA MERTZ 18 WINDEMERE, GROSSE POINTE FARMS, MI 48236 | VICE PRESIDE | 0 | $0 |
| ALYSSA MERTZ 18 WINDEMERE, GROSSE POINTE FARMS, MI 48236 | SECRETARY | 0 | $0 |
| JULEE MERTZ 8309 RIVER TRAIL LANE, BETHESDA, MD 20817 | TREASURER | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULEE MERTZ 8309 RIVER TRAIL LANE, BETHESDA, MD 20817 | PRESIDENT | 0 | $0 |
| ALYSSA MERTZ 18 WINDEMERE, GROSSE POINTE FARMS, MI 48236 | VICE PRESIDE | 0 | $0 |
| ALYSSA MERTZ 18 WINDEMERE, GROSSE POINTE FARMS, MI 48236 | SECRETARY | 0 | $0 |
| JULEE MERTZ 8309 RIVER TRAIL LANE, BETHESDA, MD 20817 | TREASURER | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULEE MERTZ 8309 RIVER TRAIL LANE, BETHESDA, MD 20817 | PRESIDENT | 0 | $0 |
| ALYSSA MERTZ 18 WINDEMERE, GROSSE POINTE FARMS, MI 48236 | VICE PRESIDENT | 0 | $0 |
| ALYSSA MERTZ 18 WINDEMERE, GROSSE POINTE FARMS, MI 48236 | SECRETARY | 0 | $0 |
| JULEE MERTZ 8309 RIVER TRAIL LANE, BETHESDA, MD 20817 | TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 8309 RIVER TRAIL LN, BETHESDA, MD 20817-4327
- In care of
- % KOPEL I KAHN
- Signed the 990-PF
- JULEE MERTZ, PRESIDENT
- Phone
- (312) 208-0287
- Return prepared by
- JOHN W RHINESMITH CPA 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
- 38-3573217
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $642,948
- Income (IRS master file)
- $128,965
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $18,574 | $31,834 | $642,948 | XML |
| 990-PF | December 2024 | $49,605 | $174,683 | $656,208 | IRS |
| 990-PF | December 2023 | $501,023 | $161,945 | $781,286 | 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 38-3573217).
Questions about KAHN-SOVEL-MERTZ FUND
- What is the EIN of KAHN-SOVEL-MERTZ FUND?
- The employer identification number (EIN) of KAHN-SOVEL-MERTZ FUND is 38-3573217.
- Is KAHN-SOVEL-MERTZ FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to KAHN-SOVEL-MERTZ FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KAHN-SOVEL-MERTZ FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KAHN-SOVEL-MERTZ FUND 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 KAHN-SOVEL-MERTZ FUND 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 KAHN-SOVEL-MERTZ FUND?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does KAHN-SOVEL-MERTZ FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $18,574, expenses of $31,834 and total assets of $642,948 at year end.
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