Nonprofit · EIN 52-6659386
MARTHA AND PHILIP SAGON FOUNDATION
Tax-exempt · CHEVY CHASE, MD 20815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $806,567 | $1,164,160 | -$357,593 | $11,151,347 | $0 | $11,151,347 |
| December 31, 2024 | 990-PF | $1,094,492 | $847,239 | $247,253 | $11,508,940 | $0 | $11,508,940 |
| December 31, 2023 | 990-PF | $799,985 | $916,003 | -$116,018 | $11,261,687 | $0 | $11,261,687 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $365,007
- Interest
- $53,101
- Net gain from sales of assets
- $365,347
- Other income
- $23,112
Expenses
- Grants and similar amounts paid
- $1,025,000
- Compensation of officers, directors and key employees
- $105,300
- Disbursements for charitable purposes
- $1,077,694
- Excise tax on investment income
- $9,622
Balance sheet and other
- Total assets, start of year
- $11,508,940
- Total assets, end of year
- $11,151,347
- Total liabilities, end of year
- $0
- Net assets, end of year
- $11,151,347
- Fair market value of assets
- $14,383,772
- Qualifying distributions
- $1,077,694
- Net investment income
- $758,121
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 |
|---|---|---|---|
| HAROLD ZIRKIN 5630 WISCONSIN AVENUE 1703, CHEVY CHASE, MD 20815 | TRUSTEE, PRESIDENT | 5 | $0 |
| NANCY ZIRKIN 5630 WISCONSIN AVENUE 1703, CHEVY CHASE, MD 20815 | VICE PRESIDENT | 0 | $0 |
| TINA SMALL 7311 ARROWOOD ROAD, BETHESDA, MD 20817 | SECRETARY | 0 | $0 |
| JOHN LAZEROW 7026 WINTERBERRY LANE, BETHESDA, MD 20817 | TREASURER | 0 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HAROLD ZIRKIN 5630 WISCONSIN AVENUE 1703, CHEVY CHASE, MD 20815 | TRUSTEE, VICE PRESIDENT, S | 5 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HAROLD ZIRKIN 5630 WISCONSIN AVENUE 1703, CHEVY CHASE, MD 20815 | TRUSTEE, VICE PRESIDENT, S | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 5630 WISCONSIN AVE APT 1703, CHEVY CHASE, MD 20815-4458
- Signed the 990-PF
- HAROLD ZIRKIN, DIRECTOR
- Phone
- (301) 961-9000
- Return prepared by
- GROSSBERG COMPANY LLP
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
- 52-6659386
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $11,151,347
- Income (IRS master file)
- $4,790,646
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $806,567 | $1,164,160 | $11,151,347 | IRS |
| 990-T | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | $1,094,492 | $847,239 | $11,508,940 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $799,985 | $916,003 | $11,261,687 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | 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 52-6659386).
Questions about MARTHA AND PHILIP SAGON FOUNDATION
- What is the EIN of MARTHA AND PHILIP SAGON FOUNDATION?
- The employer identification number (EIN) of MARTHA AND PHILIP SAGON FOUNDATION is 52-6659386.
- Is MARTHA AND PHILIP SAGON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to MARTHA AND PHILIP SAGON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARTHA AND PHILIP SAGON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARTHA AND PHILIP SAGON FOUNDATION 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 MARTHA AND PHILIP SAGON FOUNDATION 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 MARTHA AND PHILIP SAGON FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does MARTHA AND PHILIP SAGON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $806,567, expenses of $1,164,160 and total assets of $11,151,347 at year end.
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