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Nonprofit · EIN 86-2217342

DAVID AND TRACEY FRANKEL FOUNDATION INC

Also known as PETER ROSENBERG MBR

Tax-exempt · PHILADELPHIA, PA 19103

Financials

$504K$363K2022$2.3M$375K2023$2.1M$626K2024
Revenue Expenses · by fiscal year end
Financials of DAVID AND TRACEY FRANKEL FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2025990-PF$2,143,600$626,417$1,517,183$5,935,594$0$5,935,594
February 28, 2024990-PF$2,333,985$375,093$1,958,892$3,840,228$0$3,840,228
February 28, 2023990-PF$504,128$362,615$141,513$3,128,024$0$3,128,024
Financial details: 990-PF for the year ended February 28, 2025

Revenue

Dividends
$27,024
Interest
$188,554
Net gain from sales of assets
$1,928,022

Expenses

Grants and similar amounts paid
$625,986
Disbursements for charitable purposes
$625,986
Excise tax on investment income
$2,997

Balance sheet and other

Total assets, start of year
$3,840,228
Total assets, end of year
$5,935,594
Total liabilities, end of year
$0
Net assets, end of year
$5,935,594
Fair market value of assets
$5,935,594
Qualifying distributions
$625,986
Net investment income
$215,578

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 February 28, 2025, highest compensation first.

NameTitleHours / weekCompensation
DAVID A FRANKEL
53 SARGENT CROSSWAY, BROOKLINE, MA 02445
PRESIDENT, T0$0
TRACEY N FRANKEL
53 SARGENT CROSSWAY, BROOKLINE, MA 02445
SECRETARY0$0
PETER ROSENBERG
1700 MARKET STREET, STE 3010, PHILADELPHIA, PA 19103
DIRECTOR0$0
990-PF for the year ended February 28, 2024: 3 people
NameTitleHours / weekCompensation
DAVID A FRANKEL
53 SARGENT CROSSWAY, BROOKLINE, MA 02445
PRESIDENT, T0$0
TRACEY N FRANKEL
53 SARGENT CROSSWAY, BROOKLINE, MA 02445
SECRETARY0$0
PETER ROSENBERG
1700 MARKET STREET, STE 3010, PHILADELPHIA, PA 19103
DIRECTOR0$0
990-PF for the year ended February 28, 2023: 3 people
NameTitleHours / weekCompensation
DAVID A FRANKEL
53 SARGENT CROSSWAY, BROOKLINE, MA 02445
PRESIDENT, T0$0
TRACEY N FRANKEL
53 SARGENT CROSSWAY, BROOKLINE, MA 02445
SECRETARY0$0
PETER ROSENBERG
1700 MARKET STREET, STE 3010, PHILADELPHIA, PA 19103
DIRECTOR0$0

Address and contacts

Address (IRS master file)
1700 MARKET ST STE 3010, PHILADELPHIA, PA 19103-3932
Signed the 990-PF
PETER ROSENBERG, DIRECTOR
Phone
(215) 939-6985
Return prepared by
STONEHAGE FLEMING US 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 February, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026Not on file
2024February 28, 2025July 15, 2025990-PF on file
2023February 29, 2024July 15, 2024990-PF on file

IRS record

EIN
86-2217342
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
2023
Accounting year ends
February
Files
Form 990-PF
Category (NTEE)
Education (B12)
Assets (IRS master file)
$5,935,594
Income (IRS master file)
$2,722,985

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFFebruary 2025$2,143,600$626,417$5,935,594XML
990-PFFebruary 2024$2,333,985$375,093$3,840,228XML
990-PFFebruary 2023$504,128$362,615$3,128,024IRS
990-PFFebruary 2022–––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 86-2217342).

Questions about DAVID AND TRACEY FRANKEL FOUNDATION INC

What is the EIN of DAVID AND TRACEY FRANKEL FOUNDATION INC?
The employer identification number (EIN) of DAVID AND TRACEY FRANKEL FOUNDATION INC is 86-2217342.
Is DAVID AND TRACEY FRANKEL FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to DAVID AND TRACEY FRANKEL FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAVID AND TRACEY FRANKEL FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of DAVID AND TRACEY FRANKEL FOUNDATION INC due?
The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DAVID AND TRACEY FRANKEL FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended February 2025.
Who are the officers and directors of DAVID AND TRACEY FRANKEL FOUNDATION INC?
The 990-PF for the year ended February 28, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does DAVID AND TRACEY FRANKEL FOUNDATION INC have?
On its 990-PF for the year ended February 28, 2025 it reported revenue of $2,143,600, expenses of $626,417 and total assets of $5,935,594 at year end.

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