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Nonprofit · EIN 65-6263326

THE JOSEPH & SALLY HANDLEMAN CHARITABLE FOUNDATION TRUST A

Also known as HANDLEMAN JOSEPH ETAL TTEE

Tax-exempt · PHILADELPHIA, PA 19104

Financials

$54K$353K2023$582K$403K2024$396K$434K2025
Revenue Expenses · by fiscal year end
Financials of THE JOSEPH & SALLY HANDLEMAN CHARITABLE FOUNDATION TRUST A by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$395,532$434,360-$38,828$6,439,569$700$6,438,869
December 31, 2024990-PF$582,257$403,052$179,205$6,483,466$5,769$6,477,697
December 31, 2023990-PF$54,343$353,112-$298,769$6,298,687$195$6,298,492
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$208,330
Net gain from sales of assets
$187,202

Expenses

Grants and similar amounts paid
$375,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$376,993
Excise tax on investment income
$4,733

Balance sheet and other

Total assets, start of year
$6,483,466
Total assets, end of year
$6,439,569
Total liabilities, end of year
$700
Net assets, end of year
$6,438,869
Fair market value of assets
$7,965,824
Qualifying distributions
$376,993
Net investment income
$395,532

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
DAVID A SADOFF
63 SEACAPE DRIVE, MUIR BEACH, CA 94965
TRUSTEE2$0
DEBRA SADOFF
1948 SW 16TH STREET, BOCA RATON, FL 33486
TRUSTEE2$0
SHERRY SADOFF HANCK
115 GLEN VALLEY ROAD, YARDLEY, PA 19067
TRUSTEE2$0
JULIE SADOFF
1556 IRVING AVE, GLENDALE, CA 91201
TRUSTEE2$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
DAVID A SADOFF
63 SEACAPE DRIVE, MUIR BEACH, CA 94965
TRUSTEE2$0
DEBRA SADOFF
1948 SW 16TH STREET, BOCA RATON, FL 33486
TRUSTEE2$0
SHERRY SADOFF HANCK
115 GLEN VALLEY ROAD, YARDLEY, PA 19067
TRUSTEE2$0
JULIE SADOFF
1556 IRVING AVE, GLENDALE, CA 91201
TRUSTEE2$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
DAVID A SADOFF
63 SEACAPE DRIVE, MUIR BEACH, CA 94965
TRUSTEE2$0
DEBRA SADOFF
1948 SW 16TH STREET, BOCA RATON, FL 33486
TRUSTEE2$0
SHERRY SADOFF HANCK
115 GLEN VALLEY ROAD, YARDLEY, PA 19067
TRUSTEE2$0
JULIE SADOFF
1556 IRVING AVE, GLENDALE, CA 91201
TRUSTEE2$0

Address and contacts

Address (IRS master file)
2929 WALNUT ST STE 1200, PHILADELPHIA, PA 19104-5172
In care of
% JPMORGAN CHASE BANK NA
Signed the 990-PF
DAVID A SADOFF, TRUSTEE
Phone
(267) 295-2294
Return prepared by
SAVRAN BENSON 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
65-6263326
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
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,439,569
Income (IRS master file)
$1,293,572

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$395,532$434,360$6,439,569IRS
990-PFDecember 2024$582,257$403,052$6,483,466IRS
990-PFDecember 2023$54,343$353,112$6,298,687XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 65-6263326).

Questions about THE JOSEPH & SALLY HANDLEMAN CHARITABLE FOUNDATION TRUST A

What is the EIN of THE JOSEPH & SALLY HANDLEMAN CHARITABLE FOUNDATION TRUST A?
The employer identification number (EIN) of THE JOSEPH & SALLY HANDLEMAN CHARITABLE FOUNDATION TRUST A is 65-6263326.
Is THE JOSEPH & SALLY HANDLEMAN CHARITABLE FOUNDATION TRUST A tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to THE JOSEPH & SALLY HANDLEMAN CHARITABLE FOUNDATION TRUST A tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE JOSEPH & SALLY HANDLEMAN CHARITABLE FOUNDATION TRUST A file?
Form 990-PF. Private foundations file every year.
When is the next return of THE JOSEPH & SALLY HANDLEMAN CHARITABLE FOUNDATION TRUST A 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 THE JOSEPH & SALLY HANDLEMAN CHARITABLE FOUNDATION TRUST A 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 THE JOSEPH & SALLY HANDLEMAN CHARITABLE FOUNDATION TRUST A?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does THE JOSEPH & SALLY HANDLEMAN CHARITABLE FOUNDATION TRUST A have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $395,532, expenses of $434,360 and total assets of $6,439,569 at year end.

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