Nonprofit · EIN 47-3743949
PRIVATE WEALTH & TAXATION INSTITUTE LTD
Tax-exempt · MINEOLA, NY 11501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $0 | – | – | $6,568 | – | $6,568 |
| December 31, 2024 | 990-EZ | $29,644 | $27,953 | $1,691 | $6,568 | – | $6,568 |
| December 31, 2023 | 990-EZ | $0 | $485 | -$485 | $4,877 | – | $4,877 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
Expenses
- Compensation of officers, directors and key employees
- $0
Balance sheet and other
- Total assets, start of year
- $6,568
- Total assets, end of year
- $6,568
- Total liabilities, end of year
- –
- Net assets, end of year
- $6,568
- Cash, savings and investments
- $6,568
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stephen M Breistone | Director | 0 | $0 |
| Lewis S Meltzer | Director | 0 | $0 |
| Dawn Laffin | Director | 0 | $0 |
990-EZ for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stephen M Breistone | Director | 0 | $0 |
| Lewis S Meltzer | Director | 0 | $0 |
| Dawn Laffin | Director | 0 | $0 |
990-EZ for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stephen M Breistone | Director | 0 | $0 |
| Lewis S Meltzer | Director | 0 | $0 |
| Dawn Laffin | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 190 WILLIS AVENUE, MINEOLA, NY 11501-2672
- Signed the 990-EZ
- Dawn Laffin, Director
- Phone
- (516) 747-0300
- Return prepared by
- RAPHAEL GOLDBERG NIKPOUR & ROSENTHAL
Mission
Continued professional education
Program accomplishments
- Continued professional education
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 47-3743949
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $6,568
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $0 | – | $6,568 | IRS |
| 990-EZ | December 2024 | $29,644 | $27,953 | $6,568 | IRS |
| 990-EZ | December 2023 | $0 | $485 | $4,877 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | 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 47-3743949).
Questions about PRIVATE WEALTH & TAXATION INSTITUTE LTD
- What is the EIN of PRIVATE WEALTH & TAXATION INSTITUTE LTD?
- The employer identification number (EIN) of PRIVATE WEALTH & TAXATION INSTITUTE LTD is 47-3743949.
- Is PRIVATE WEALTH & TAXATION INSTITUTE LTD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to PRIVATE WEALTH & TAXATION INSTITUTE LTD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PRIVATE WEALTH & TAXATION INSTITUTE LTD file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of PRIVATE WEALTH & TAXATION INSTITUTE LTD 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 PRIVATE WEALTH & TAXATION INSTITUTE LTD last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of PRIVATE WEALTH & TAXATION INSTITUTE LTD?
- The 990-EZ for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does PRIVATE WEALTH & TAXATION INSTITUTE LTD have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $0 and total assets of $6,568 at year end.
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