Nonprofit · EIN 56-6056565
SURTMAN FOUNDATION
Tax-exempt · SMITHFIELD, VA 23430
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $94,257 | $301,845 | -$207,588 | $1,264,581 | $0 | $1,264,581 |
| July 31, 2024 | 990-PF | $690,830 | $240,747 | $450,083 | $1,472,169 | $0 | $1,472,169 |
| July 31, 2023 | 990-PF | -$106,124 | $73,759 | -$179,883 | $1,022,086 | $0 | $1,022,086 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $4,251
- Interest
- $972
- Net gain from sales of assets
- $89,034
Expenses
- Grants and similar amounts paid
- $286,900
- Compensation of officers, directors and key employees
- $5,000
- Disbursements for charitable purposes
- $286,900
- Excise tax on investment income
- $1,172
Balance sheet and other
- Total assets, start of year
- $1,472,169
- Total assets, end of year
- $1,264,581
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,264,581
- Fair market value of assets
- $1,520,408
- Qualifying distributions
- $286,900
- Net investment income
- $94,257
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFERRY M CHANTER 9 MOONE CREEK CIRCLE, SMITHFIELD, VA 23430 | TRUSTEE | 1 | $5,000 |
| REBECCA CHANTER 9 MOONE CREEK CIRCLE, SMITHFIELD, VA 23430 | TRUSTEE | 1 | $0 |
990-PF for the year ended July 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY M CHANTER 9 MOONE CREEK CIRCLE, SMITHFIELD, VA 23430 | TRUSTEE | 0 | $10,000 |
990-PF for the year ended July 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY M CHANTER 9 MOONE CREEK CIRCLE, SMITHFIELD, VA 23430 | TRUSTEE | 0 | $10,000 |
Address and contacts
- Address (IRS master file)
- 9 MOONE CREEK CIR, SMITHFIELD, VA 23430-1618
- Signed the 990-PF
- REBECCA CHANTER, TRUSTEE
- Phone
- (540) 958-3236
- Return prepared by
- BETH MOORE & ASSOCIATES 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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 56-6056565
- 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
- 1954
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,264,581
- Income (IRS master file)
- $1,851,464
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $94,257 | $301,845 | $1,264,581 | XML |
| 990-PF | July 2024 | $690,830 | $240,747 | $1,472,169 | XML |
| 990-PF | July 2023 | -$106,124 | $73,759 | $1,022,086 | XML |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 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 56-6056565).
Questions about SURTMAN FOUNDATION
- What is the EIN of SURTMAN FOUNDATION?
- The employer identification number (EIN) of SURTMAN FOUNDATION is 56-6056565.
- Is SURTMAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
- Are donations to SURTMAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SURTMAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SURTMAN FOUNDATION due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SURTMAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of SURTMAN FOUNDATION?
- The 990-PF for the year ended July 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $5,000 (JEFFERRY M CHANTER, TRUSTEE).
- How much revenue does SURTMAN FOUNDATION have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $94,257, expenses of $301,845 and total assets of $1,264,581 at year end.
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