Nonprofit · EIN 45-6925175
SHIRLEY AND LOUIS MATKOFF CHARITABLE TR
Also known as LISA M SANDLER TTEE
Tax-exempt · NEWTOWN, PA 18940
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $21,009 | $7,886 | $13,123 | $320,299 | $0 | $320,299 |
| December 31, 2024 | 990-PF | $26,220 | $107,289 | -$81,069 | $307,176 | $0 | $307,176 |
| December 31, 2023 | 990-PF | $63,588 | $146,628 | -$83,040 | $533,450 | $145,205 | $388,245 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $13,156
- Interest
- $402
- Net gain from sales of assets
- $7,363
- Other income
- $88
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Excise tax on investment income
- $88
Balance sheet and other
- Total assets, start of year
- $307,176
- Total assets, end of year
- $320,299
- Total liabilities, end of year
- $0
- Net assets, end of year
- $320,299
- Fair market value of assets
- $625,849
- Net investment income
- $14,141
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 |
|---|---|---|---|
| LISA SANDLER C/O DIAMOND ASSOCIATES 642 NEWTOWN, YARDLEY ROAD, NEWTOWN, PA 18940 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA SANDLER C/O DIAMOND ASSOCIATES 642 NEWTOWN, YARDLEY ROAD, NEWTOWN, PA 18940 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA SANDLER C/O DIAMOND ASSOCIATES 642 NEWTOWN, YARDLEY ROAD, NEWTOWN, PA 18940 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 642 NEWTOWN YARDLEY RD STE 220, NEWTOWN, PA 18940-1775
- In care of
- % BARRY J DUBROW
- Signed the 990-PF
- LISA SANDLER, TRUSTEE
- Phone
- (215) 497-8888
- Return prepared by
- DIAMOND & ASSOCIATES PC 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 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
- 45-6925175
- 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
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $320,299
- Income (IRS master file)
- $21,009
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $21,009 | $7,886 | $320,299 | XML |
| 990-PF | December 2024 | $26,220 | $107,289 | $307,176 | IRS |
| 990-PF | December 2023 | $63,588 | $146,628 | $533,450 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 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 45-6925175).
Questions about SHIRLEY AND LOUIS MATKOFF CHARITABLE TR
- What is the EIN of SHIRLEY AND LOUIS MATKOFF CHARITABLE TR?
- The employer identification number (EIN) of SHIRLEY AND LOUIS MATKOFF CHARITABLE TR is 45-6925175.
- Is SHIRLEY AND LOUIS MATKOFF CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to SHIRLEY AND LOUIS MATKOFF CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHIRLEY AND LOUIS MATKOFF CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHIRLEY AND LOUIS MATKOFF CHARITABLE TR 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 SHIRLEY AND LOUIS MATKOFF CHARITABLE TR 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 SHIRLEY AND LOUIS MATKOFF CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does SHIRLEY AND LOUIS MATKOFF CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $21,009, expenses of $7,886 and total assets of $320,299 at year end.
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