Nonprofit · EIN 82-0729148
SHIRLEY SARAH FORTUNOFF FREIDSON AND MORRIS FREIDSON FAMILY FOUNDAT
Tax-exempt · BOCA RATON, FL 33432
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $16,689 | $28,385 | -$11,696 | $151,443 | $0 | $151,443 |
| December 31, 2024 | 990-PF | $8,466 | $29,239 | -$20,773 | $162,981 | $0 | $162,981 |
| December 31, 2023 | 990-PF | $7,085 | $27,464 | -$20,379 | $172,204 | $0 | $172,204 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $8,793
- Net gain from sales of assets
- $7,896
Expenses
- Grants and similar amounts paid
- $15,000
- Compensation of officers, directors and key employees
- $3,600
- Disbursements for charitable purposes
- $28,385
- Excise tax on investment income
- $46
Balance sheet and other
- Total assets, start of year
- $162,981
- Total assets, end of year
- $151,443
- Total liabilities, end of year
- $0
- Net assets, end of year
- $151,443
- Fair market value of assets
- $191,530
- Qualifying distributions
- $28,385
- Net investment income
- $16,689
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 |
|---|---|---|---|
| ALAN B ROSENTHAL ESQ 225 NE MIZNER BLVD440, BOCA RATON, FL 33432 | D,P,T,S | 1 | $1,800 |
| ARTHUR R REDGRAVE ESQ 225 NE MIZNER BLVD440, BOCA RATON, FL 33432 | D,VP | 1 | $1,800 |
| FELICE B ROSENTHAL 9702 CLEMMONS STREET, PARKLAND, FL 33076 | D | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN B ROSENTHAL ESQ 225 NE MIZNER BLVD440, BOCA RATON, FL 33432 | D,P,T,S | 1 | $1,800 |
| ARTHUR R REDGRAVE ESQ 225 NE MIZNER BLVD440, BOCA RATON, FL 33432 | D,VP | 1 | $1,800 |
| FELICE B ROSENTHAL 9702 CLEMMONS STREET, PARKLAND, FL 33076 | D | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN B ROSENTHAL ESQ 225 NE MIZNER BLVD440, BOCA RATON, FL 33432 | D,P,T,S | 1 | $1,800 |
| ARTHUR R REDGRAVE ESQ 225 NE MIZNER BLVD440, BOCA RATON, FL 33432 | D,VP | 1 | $1,800 |
| FELICE B ROSENTHAL 9702 CLEMMONS STREET, PARKLAND, FL 33076 | D | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 225 NE MIZNER BOULEVARD, BOCA RATON, FL 33432-4078
- Signed the 990-PF
- ALAN B ROSENTHAL, PRESIDENT
- Phone
- (561) 347-1700
- Return prepared by
- COREY E LEVINE CPA PA
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
- 82-0729148
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50)
- Assets (IRS master file)
- $151,443
- Income (IRS master file)
- $80,577
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $16,689 | $28,385 | $151,443 | IRS |
| 990-PF | December 2024 | $8,466 | $29,239 | $162,981 | IRS |
| 990-PF | December 2023 | $7,085 | $27,464 | $172,204 | 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 82-0729148).
Questions about SHIRLEY SARAH FORTUNOFF FREIDSON AND MORRIS FREIDSON FAMILY FOUNDAT
- What is the EIN of SHIRLEY SARAH FORTUNOFF FREIDSON AND MORRIS FREIDSON FAMILY FOUNDAT?
- The employer identification number (EIN) of SHIRLEY SARAH FORTUNOFF FREIDSON AND MORRIS FREIDSON FAMILY FOUNDAT is 82-0729148.
- Is SHIRLEY SARAH FORTUNOFF FREIDSON AND MORRIS FREIDSON FAMILY FOUNDAT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to SHIRLEY SARAH FORTUNOFF FREIDSON AND MORRIS FREIDSON FAMILY FOUNDAT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHIRLEY SARAH FORTUNOFF FREIDSON AND MORRIS FREIDSON FAMILY FOUNDAT file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHIRLEY SARAH FORTUNOFF FREIDSON AND MORRIS FREIDSON FAMILY FOUNDAT 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 SHIRLEY SARAH FORTUNOFF FREIDSON AND MORRIS FREIDSON FAMILY FOUNDAT 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 SHIRLEY SARAH FORTUNOFF FREIDSON AND MORRIS FREIDSON FAMILY FOUNDAT?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 2 received compensation from the organization, the highest $1,800 (ALAN B ROSENTHAL ESQ, D,P,T,S).
- How much revenue does SHIRLEY SARAH FORTUNOFF FREIDSON AND MORRIS FREIDSON FAMILY FOUNDAT have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $16,689, expenses of $28,385 and total assets of $151,443 at year end.
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