Nonprofit · EIN 47-6437037
SZE FAMILY CHARITABLE FOUNDATION
Also known as CECILIA SZE TTEE
Tax-exempt · CAMBRIDGE, MA 02138
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $7,799 | $14,273 | -$6,474 | $431,514 | $0 | $431,514 |
| December 31, 2023 | 990-PF | -$28,348 | $111,289 | -$139,637 | $380,190 | $0 | $380,190 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $9,593
- Interest
- $5
- Net gain from sales of assets
- -$4,199
- Other income
- $2,400
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
Balance sheet and other
- Total assets, start of year
- $380,190
- Total assets, end of year
- $431,514
- Total liabilities, end of year
- $0
- Net assets, end of year
- $431,514
- Fair market value of assets
- $431,514
- Net investment income
- $9,598
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CECILIA SZE 130 MT AUBURN STREET APT 401, CAMBRIDGE, MA 02138 | TRUSTEE | 1 | $0 |
| MICHAEL SZE 95 FAIRBANKS AVE, WELLESLEY, MA 02481 | TRUSTEE | 1 | $0 |
| CAMILLE W SZE 5509 KALES AVE, OAKLAND, CA 94618 | TRUSTEE | 1 | $0 |
| JOCELYN A SZE 5744 PRESLEY WAY, OAKLAND, CA 94618 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NIEN DAK SZE 130 MT AUBURN STREET APT 401, CAMBRIDGE, MA 02138 | TRUSTEE | 1 | $0 |
| CECILIA SZE 130 MT AUBURN STREET APT 401, CAMBRIDGE, MA 02138 | TRUSTEE | 1 | $0 |
| MICHAEL SZE 95 FAIRBANKS AVE, WELLESLEY, MA 02481 | TRUSTEE | 1 | $0 |
| CAMILLE W SZE 5509 KALES AVE, OAKLAND, CA 94618 | TRUSTEE | 1 | $0 |
| JOCELYN A SZE 5744 PRESLEY WAY, OAKLAND, CA 94618 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 130 MOUNT AUBURN ST APT 401, CAMBRIDGE, MA 02138-5779
- In care of
- % NIEN DAK SZE AND CECILIA SZE
- Signed the 990-PF
- NIEN DAK SZE, TRUSTEE
- Phone
- (617) 876-8441
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
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 | Not 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
- 47-6437037
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $431,514
- Income (IRS master file)
- $107,940
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $7,799 | $14,273 | $431,514 | IRS |
| 990-PF | December 2023 | -$28,348 | $111,289 | $380,190 | 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 47-6437037).
Questions about SZE FAMILY CHARITABLE FOUNDATION
- What is the EIN of SZE FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of SZE FAMILY CHARITABLE FOUNDATION is 47-6437037.
- Is SZE FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to SZE FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SZE FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SZE FAMILY CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SZE FAMILY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SZE FAMILY CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does SZE FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $7,799, expenses of $14,273 and total assets of $431,514 at year end.
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All nonprofits in CAMBRIDGE · Massachusetts · Philanthropy, voluntarism and grantmaking foundations