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Nonprofit · EIN 82-2223488

SILVERBIRD 29 FUND

Tax-exempt · GREENWICH, CT 06830

Financials

$1.7M$1.9M2023$666K$2M2024
Revenue Expenses · by fiscal year end
Financials of SILVERBIRD 29 FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$666,373$1,952,013-$1,285,640$16,673,677$0$16,673,677
December 31, 2023990-PF$1,749,775$1,939,220-$189,445$15,587,361$93,922$15,493,439
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$569,922
Net gain from sales of assets
-$69,020
Other income
$165,471

Expenses

Grants and similar amounts paid
$1,468,333
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,708,551
Excise tax on investment income
$7,394

Balance sheet and other

Total assets, start of year
$15,587,361
Total assets, end of year
$16,673,677
Total liabilities, end of year
$0
Net assets, end of year
$16,673,677
Fair market value of assets
$37,194,777
Qualifying distributions
$1,708,551
Net investment income
$735,393

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
ELENA OXMAN
37 MONTGOMERY LANE, GREENWICH, CT 06830
CO-PRESIDENT1$0
LEE OXMAN
37 MONTGOMERY LANE, GREENWICH, CT 06830
CO-PRESIDENT1$0
PHYLLIS OXMAN
37 MONTGOMERY LANE, GREENWICH, CT 06830
VICE PRESIDENT1$0
DAVID OXMAN
37 MONTGOMERY LANE, GREENWICH, CT 06830
SECRETARY AND TREASURER1$0
MARGARET CLARK
37 MONTGOMERY LANE, GREENWICH, CT 06830
ASSISTANT SECRETAARY1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
PHYLLIS S OXMAN
37 MONTGOMERY LANE, GREENWICH, CT 06830
PRESIDENT1$0
ELENA OXMAN
37 MONTGOMERY LANE, GREENWICH, CT 06830
VICE PRESIDENT1$0
LEE OXMAN
37 MONTGOMERY LANE, GREENWICH, CT 06830
VICE PRESIDENT1$0
DAVID C OXMAN
37 MONTGOMERY LANE, GREENWICH, CT 06830
TREASURER/SECRETARY1$0

Address and contacts

Address (IRS master file)
37 MONTGOMERY LN, GREENWICH, CT 06830-4012
In care of
% WITHUMSMITHBROWN PC
Signed the 990-PF
DAVID C OXMAN, SECRETARY& TREASURER
Phone
(212) 450-4884
Return prepared by
WITHUMSMITHBROWN PC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
82-2223488
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
2018
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$16,673,677
Income (IRS master file)
$4,304,897

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$666,373$1,952,013$16,673,677XML
990-TDecember 2024–––IRS
990-PFDecember 2023$1,749,775$1,939,220$15,587,361XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 82-2223488).

Questions about SILVERBIRD 29 FUND

What is the EIN of SILVERBIRD 29 FUND?
The employer identification number (EIN) of SILVERBIRD 29 FUND is 82-2223488.
Is SILVERBIRD 29 FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to SILVERBIRD 29 FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SILVERBIRD 29 FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of SILVERBIRD 29 FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SILVERBIRD 29 FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of SILVERBIRD 29 FUND?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does SILVERBIRD 29 FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $666,373, expenses of $1,952,013 and total assets of $16,673,677 at year end.

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