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Nonprofit · EIN 55-0807934

JOAN N BLUESTONE FOUNDATION INC

Tax-exempt · JAMAICA, NY 11432

Financials

$29.1M$244K2021$3.2M$2M2023$2.3M$2.1M2024$3.5M$2.2M2025
Revenue Expenses · by fiscal year end
Financials of JOAN N BLUESTONE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,474,139$2,191,911$1,282,228$35,465,985$10,574$35,455,411
December 31, 2024990-PF$2,300,771$2,068,240$232,531$33,617,423$0$33,617,423
December 31, 2023990-PF$3,156,847$2,047,036$1,109,811$33,735,758$5,354$33,730,404
December 31, 2021990-PF$29,066,433$243,931$28,822,502$33,153,196$21,432$33,131,764
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$583,761
Interest
$603,086
Net gain from sales of assets
$2,286,099
Other income
$1,193

Expenses

Grants and similar amounts paid
$2,162,500
Disbursements for charitable purposes
$2,162,500
Excise tax on investment income
$47,882

Balance sheet and other

Total assets, start of year
$33,617,423
Total assets, end of year
$35,465,985
Total liabilities, end of year
$10,574
Net assets, end of year
$35,455,411
Fair market value of assets
$45,798,723
Qualifying distributions
$2,162,500
Net investment income
$3,474,139

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.

NameTitleHours / weekCompensation
SARA HERBSTMAN
572 HAWORTH AVE, HAWORTH, NJ 07641
President0$0
IRA LICHTIGER
141 JAMES STREET, HASTINGS ON HUDSON, NY 10706
Secretary0$0
CHARLES HERBSTMAN
572 HAWORTH AVE, HAWORTH, NJ 07641
Trustee0$0
MICHELLE POTVIN
1524 ANDREWS LANE, EAST MEADOW, NY 11554
Trustee0$0
JOYCE LICHTIGER
141 JAMES STREET, HASTINGS ON THE HUDSON, NY 10706
Trustee0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
SARA HERBSTMAN
572 HAWORTH AVE, HAWORTH, NJ 07641
President0$0
IRA LICHTIGER
141 JAMES STREET, HASTINGS ON HUDSON, NY 10706
Secretary0$0
CHARLES HERBSTMAN
572 HAWORTH AVE, HAWORTH, NJ 07641
Trustee0$0
MICHELLE POTVIN
1524 ANDREWS LANE, EAST MEADOW, NY 11554
Trustee0$0
JOYCE LICHTIGER
141 JAMES STREET, HASTINGS ON THE HUDSON, NY 10706
Trustee0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
SARA HERBSTMAN
572 HAWORTH AVE, HAWORTH, NJ 07641
President0$0
IRA LICHTIGER
141 JAMES STREET, HASTINGS ON HUDSON, NY 10706
Secretary0$0
CHARLES HERBSTMAN
572 HAWORTH AVE, HAWORTH, NJ 07641
Trustee0$0
MICHELLE POTVIN
1524 ANDREWS LANE, EAST MEADOW, NY 11554
Trustee0$0
JOYCE LICHTIGER
141 JAMES STREET, HASTINGS ON THE HUDSON, NY 10706
Trustee0$0
990-PF for the year ended December 31, 2021: 5 people
NameTitleHours / weekCompensation
SARA HERBSTMAN
572 HAWORTH AVE, HAWORTH, NJ 07641
President0$0
IRA LICHTIGER
141 JAMES STREET, HASTINGS ON HUDSON, NY 10706
Secretary0$0
CHARLES HERBSTMAN
572 HAWORTH AVE, HAWORTH, NJ 07641
Trustee0$0
MICHELLE POTVIN
1524 ANDREWS LANE, EAST MEADOW, NY 11554
Trustee0$0
JOYCE LITCHTIGER
141 JAMES STREET, HASTINGS ON THE HUDSON, NY 10706
Trustee0$0

Address and contacts

Address (IRS master file)
9011 160TH ST STE 100, JAMAICA, NY 11432-6173
In care of
% JOAN N BLUESTONE
Signed the 990-PF
IRA LICHTIGER, Director
Phone
(347) 572-6302
Return prepared by
ROSS STRENT & CO 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
55-0807934
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
2003
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$35,465,985
Income (IRS master file)
$17,990,002

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$3,474,139$2,191,911$35,465,985XML
990-PFDecember 2024$2,300,771$2,068,240$33,617,423XML
990-PFDecember 2023$3,156,847$2,047,036$33,735,758XML
990-PFDecember 2022–––IRS
990-PFDecember 2021$29,066,433$243,931$33,153,196XML
990-PFDecember 2020–––IRS
990-PFDecember 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 55-0807934).

Questions about JOAN N BLUESTONE FOUNDATION INC

What is the EIN of JOAN N BLUESTONE FOUNDATION INC?
The employer identification number (EIN) of JOAN N BLUESTONE FOUNDATION INC is 55-0807934.
Is JOAN N BLUESTONE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to JOAN N BLUESTONE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOAN N BLUESTONE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of JOAN N BLUESTONE FOUNDATION INC 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 JOAN N BLUESTONE FOUNDATION INC 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 JOAN N BLUESTONE FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does JOAN N BLUESTONE FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,474,139, expenses of $2,191,911 and total assets of $35,465,985 at year end.

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