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Nonprofit · EIN 04-3552401

JOAN AND STEVEN BELKIN FOUNDATION

Tax-exempt · BOSTON, MA 02109

Financials

$11$02023$10$02024$9$02025
Revenue Expenses · by fiscal year end
Financials of JOAN AND STEVEN BELKIN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$9$0$9$306$0$306
December 31, 2024990-PF$10$0$10$297$0$297
December 31, 2023990-PF$11$0$11$287$0$287
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Interest
$9

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0

Balance sheet and other

Total assets, start of year
$297
Total assets, end of year
$306
Total liabilities, end of year
$0
Net assets, end of year
$306
Fair market value of assets
$306
Net investment income
$9

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.

NameTitleHours / weekCompensation
STEVEN B BELKIN
C/O CAPTRUST ONE LIBERTY SQ 13FL, BOSTON, MA 02109
TRUSTEE - AS NEEDED0$0
JOAN W BELKIN
C/O CAPTRUST ONE LIBERTY SQ 13FL, BOSTON, MA 02109
TRUSTEE - AS NEEDED0$0
E CHRISTOPHER PALMER
C/O CAPTRUST ONE LIBERTY SQ 13FL, BOSTON, MA 02109
TRUSTEE - AS NEEDED0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
STEVEN B BELKIN
C/O CAPTRUST ONE LIBERTY SQ 13FL, BOSTON, MA 02109
TRUSTEE - AS NEEDED0$0
JOAN W BELKIN
C/O CAPTRUST ONE LIBERTY SQ 13FL, BOSTON, MA 02109
TRUSTEE - AS NEEDED0$0
E CHRISTOPHER PALMER
C/O CAPTRUST ONE LIBERTY SQ 13FL, BOSTON, MA 02109
TRUSTEE - AS NEEDED0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
STEVEN B BELKIN
C/O CAPTRUST ONE LIBERTY SQ 13FL, BOSTON, MA 02109
TRUSTEE - AS NEEDED0$0
JOAN W BELKIN
C/O CAPTRUST ONE LIBERTY SQ 13FL, BOSTON, MA 02109
TRUSTEE - AS NEEDED0$0
E CHRISTOPHER PALMER
C/O CAPTRUST ONE LIBERTY SQ 13FL, BOSTON, MA 02109
TRUSTEE - AS NEEDED0$0

Address and contacts

Address (IRS master file)
1 LIBERTY SQ FL 13, BOSTON, MA 02109-4889
In care of
% E CHRISTOPHER PALMER
Signed the 990-PF
STEVEN B BELKIN, TRUSTEE
Phone
(617) 488-2700
Return prepared by
CAPFINANCIAL PARTNERS 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-3552401
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
2001
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$306
Income (IRS master file)
$9

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$9$0$306IRS
990-PFDecember 2024$10$0$297IRS
990-PFDecember 2023$11$0$287XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 04-3552401).

Questions about JOAN AND STEVEN BELKIN FOUNDATION

What is the EIN of JOAN AND STEVEN BELKIN FOUNDATION?
The employer identification number (EIN) of JOAN AND STEVEN BELKIN FOUNDATION is 04-3552401.
Is JOAN AND STEVEN BELKIN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to JOAN AND STEVEN BELKIN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOAN AND STEVEN BELKIN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JOAN AND STEVEN BELKIN 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 JOAN AND STEVEN BELKIN 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 JOAN AND STEVEN BELKIN FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does JOAN AND STEVEN BELKIN FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $9, expenses of $0 and total assets of $306 at year end.

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