Nonprofit · EIN 85-2787379
SYNERGY CHARITABLE FOUNDATION
Tax-exempt · WAYZATA, MN 55391
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $809,854 | $1,092,653 | -$282,799 | $20,209,710 | $0 | $20,209,710 |
| December 31, 2023 | 990-PF | $619,121 | $1,216,041 | -$596,920 | $20,494,451 | $0 | $20,494,451 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $748,065
- Net gain from sales of assets
- $61,789
Expenses
- Grants and similar amounts paid
- $1,000,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,001,750
- Excise tax on investment income
- $10,123
Balance sheet and other
- Total assets, start of year
- $20,494,451
- Total assets, end of year
- $20,209,710
- Total liabilities, end of year
- $0
- Net assets, end of year
- $20,209,710
- Fair market value of assets
- $21,541,819
- Qualifying distributions
- $1,001,750
- Net investment income
- $809,854
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL J DINZEO 861 LAKE STREET N, WAYZATA, MN 55391 | DIRECTOR/SECRETARY | 1 | $0 |
| TIM BAER 861 LAKE STREET N, WAYZATA, MN 55391 | DIRECTOR/TREASURER | 1 | $0 |
| PETER F PIERCE JR 861 LAKE STREET N, WAYZATA, MN 55391 | PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL J DINZEO 861 LAKE STREET N, WAYZATA, MN 55391 | DIRECTOR/SECRETARY | 1 | $0 |
| TIM BAER 861 LAKE STREET N, WAYZATA, MN 55391 | DIRECTOR/TREASURER | 1 | $0 |
| PETER F PIERCE JR 861 LAKE STREET N, WAYZATA, MN 55391 | PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 861 LAKE ST N, WAYZATA, MN 55391-2180
- In care of
- % MARGARET A CRONIN
- Signed the 990-PF
- PAUL J DINZEO, SECRETARY
- Phone
- (952) 905-9119
- Return prepared by
- DOUGHERTY TAX AND ACCOUNTING LLC
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 | Not 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
- 85-2787379
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $20,209,710
- Income (IRS master file)
- $748,065
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $809,854 | $1,092,653 | $20,209,710 | XML |
| 990-PF | December 2023 | $619,121 | $1,216,041 | $20,494,451 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about SYNERGY CHARITABLE FOUNDATION
- What is the EIN of SYNERGY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of SYNERGY CHARITABLE FOUNDATION is 85-2787379.
- Is SYNERGY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to SYNERGY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SYNERGY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SYNERGY CHARITABLE FOUNDATION 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 SYNERGY CHARITABLE FOUNDATION 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 SYNERGY CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does SYNERGY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $809,854, expenses of $1,092,653 and total assets of $20,209,710 at year end.
Other nonprofits in WAYZATA
- SHEPHERDS - A FAMILY FOUNDATION EIN 47-3839311 · last filed 990-PF for 2025
- CARTER FAMILY FOUNDATION EIN 20-3311749 · last filed 990-PF for 2024
- HOPE CHEST FOR BREAST CANCER FOUNDATION EIN 41-2019565 · last filed 990 for 2024
- LRE FOUNDATION EIN 20-4973856 · last filed 990-PF for 2025
- MICHAEL J AND KAREN B FREY FOUNDATION EIN 75-3140739 · last filed 990-PF for 2025
- LOTHENBACH FAMILY FOUNDATION EIN 81-4309433 · last filed 990-PF for 2024
- WILLIAM W & NADINE M MCGUIRE FAMILY FOUNDATION EIN 41-1861103 · last filed 990-PF for 2024
- THE EDWARD J PHILLIPS FAMILY FOUNDATION EIN 20-2041201 · last filed 990-PF for 2024
All nonprofits in WAYZATA · Minnesota · Philanthropy, voluntarism and grantmaking foundations