Nonprofit · EIN 13-3784702
KATHERINE & GEORGE FAN FOUNDATION
Tax-exempt · BRONXVILLE, NY 10708
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $231,800 | $160,989 | $70,811 | $469,157 | $0 | $469,157 |
| August 31, 2024 | 990-PF | $153,074 | $170,224 | -$17,150 | $398,346 | $0 | $398,346 |
| August 31, 2023 | 990-PF | $83,507 | $96,114 | -$12,607 | $415,496 | $0 | $415,496 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $1,301
- Net gain from sales of assets
- $230,244
- Other income
- $255
Expenses
- Grants and similar amounts paid
- $51,000
- Salaries, compensation and benefits (total)
- $60,000
- Disbursements for charitable purposes
- $110,354
- Excise tax on investment income
- $2,515
Balance sheet and other
- Total assets, start of year
- $398,346
- Total assets, end of year
- $469,157
- Total liabilities, end of year
- $0
- Net assets, end of year
- $469,157
- Fair market value of assets
- $423,247
- Qualifying distributions
- $110,354
- Net investment income
- $231,545
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE FAN 161 CEDAR LANE, OSSINING, NY 105622405 | President | 1 | $0 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE FAN 161 CEDAR LANE, OSSINING, NY 105622405 | President | 1 | $0 |
990-PF for the year ended August 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE FAN 161 CEDAR LANE, OSSINING, NY 105622405 | President | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 55 PONDFIELD RD, BRONXVILLE, NY 10708-3703
- In care of
- % GEORGE FAN
- Signed the 990-PF
- GEORGE FAN, President
- Phone
- (914) 961-1200
- Return prepared by
- HYMES BARRERA & KIM CPA 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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 13-3784702
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1995
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $469,157
- Income (IRS master file)
- $240,248
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $231,800 | $160,989 | $469,157 | XML |
| 990-PF | August 2024 | $153,074 | $170,224 | $398,346 | XML |
| 990-PF | August 2023 | $83,507 | $96,114 | $415,496 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | IRS |
| 990-PF | August 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 13-3784702).
Questions about KATHERINE & GEORGE FAN FOUNDATION
- What is the EIN of KATHERINE & GEORGE FAN FOUNDATION?
- The employer identification number (EIN) of KATHERINE & GEORGE FAN FOUNDATION is 13-3784702.
- Is KATHERINE & GEORGE FAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to KATHERINE & GEORGE FAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does KATHERINE & GEORGE FAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KATHERINE & GEORGE FAN FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KATHERINE & GEORGE FAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of KATHERINE & GEORGE FAN FOUNDATION?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does KATHERINE & GEORGE FAN FOUNDATION have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $231,800, expenses of $160,989 and total assets of $469,157 at year end.
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