Nonprofit · EIN 81-2972734
THE SANDRA AND GILBERT@OKEN FOUNDATION
Tax-exempt · BETHESDA, MD 20817
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $84,666 | $115,287 | -$30,621 | $1,989,117 | $0 | $1,989,117 |
| December 31, 2024 | 990-PF | $90,493 | $101,501 | -$11,008 | $2,019,738 | $0 | $2,019,738 |
| December 31, 2023 | 990-PF | $607,041 | $122,371 | $484,670 | $2,030,746 | $0 | $2,030,746 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Interest
- $84,666
Expenses
- Grants and similar amounts paid
- $100,000
- Compensation of officers, directors and key employees
- $4,400
- Disbursements for charitable purposes
- $106,890
- Excise tax on investment income
- $1,080
Balance sheet and other
- Total assets, start of year
- $2,019,738
- Total assets, end of year
- $1,989,117
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,989,117
- Fair market value of assets
- $1,989,117
- Qualifying distributions
- $106,890
- Net investment income
- $84,666
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 |
|---|---|---|---|
| RICHARD HILL 6500 ROCK SPRING DRIVE SUITE 200, BETHESDA, MD 20817 | VP - TREASURER | 1 | $2,000 |
| STUART SCHOOLER 8812 TRANSUE DRIVE, BETHESDA, MD 20817 | PRESIDENT | 1 | $1,400 |
| BARBARA BERLIN 10604 STABLE LANE, POTOMAC, MD 20854 | TRUSTEE | 0.5 | $500 |
| GREGORY DAVIS 8624 DELORIS DRIVE, MONTGOMERY VILLAGE, MD 20886 | TRUSTEE | 0.5 | $500 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STUART SCHOOLER 6500 ROCK SPRING DRIVE SUITE 200, BETHESDA, MD 20817 | PRESIDENT | 1 | $0 |
| RICHARD HILL 6500 ROCK SPRING DRIVE SUITE 200, BETHESDA, MD 20817 | VP - TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STUART SCHOOLER 6500 ROCK SPRING DRIVE SUITE 200, BETHESDA, MD 20817 | PRESIDENT | 1 | $0 |
| RICHARD HILL 6500 ROCK SPRING DRIVE SUITE 200, BETHESDA, MD 20817 | VP - TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6500 ROCK SPRING DR STE 200, BETHESDA, MD 20817-1182
- In care of
- % SANDRA OKEN
- Signed the 990-PF
- STUART SCHOOLER, TRUSTEE
- Phone
- (301) 299-5861
- 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
- 81-2972734
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,989,117
- Income (IRS master file)
- $84,666
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $84,666 | $115,287 | $1,989,117 | XML |
| 990-PF | December 2024 | $90,493 | $101,501 | $2,019,738 | XML |
| 990-PF | December 2023 | $607,041 | $122,371 | $2,030,746 | 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 81-2972734).
Questions about THE SANDRA AND GILBERT@OKEN FOUNDATION
- What is the EIN of THE SANDRA AND GILBERT@OKEN FOUNDATION?
- The employer identification number (EIN) of THE SANDRA AND GILBERT@OKEN FOUNDATION is 81-2972734.
- Is THE SANDRA AND GILBERT@OKEN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to THE SANDRA AND GILBERT@OKEN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE SANDRA AND GILBERT@OKEN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE SANDRA AND GILBERT@OKEN 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 THE SANDRA AND GILBERT@OKEN 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 THE SANDRA AND GILBERT@OKEN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $2,000 (RICHARD HILL, VP - TREASURER).
- How much revenue does THE SANDRA AND GILBERT@OKEN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $84,666, expenses of $115,287 and total assets of $1,989,117 at year end.
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