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Nonprofit · EIN 13-4052242

JON & KATHY SAVITZ FOUNDATION

Tax-exempt · GREENWICH, CT 06831

Financials

$65K$72K2022$64K$71K2023$91K$86K2024
Revenue Expenses · by fiscal year end
Financials of JON & KATHY SAVITZ FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$90,847$85,954$4,893$1,536,697$0$1,536,697
October 31, 2024990-PF$63,559$70,923-$7,364$1,531,804$0$1,531,804
October 31, 2023990-PF$65,178$71,637-$6,459$1,539,168$0$1,539,168
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$40,200
Interest
$15,959
Net gain from sales of assets
$34,688

Expenses

Grants and similar amounts paid
$83,694
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$84,954
Excise tax on investment income
$1,263

Balance sheet and other

Total assets, start of year
$1,531,804
Total assets, end of year
$1,536,697
Total liabilities, end of year
$0
Net assets, end of year
$1,536,697
Fair market value of assets
$1,870,789
Qualifying distributions
$84,954
Net investment income
$90,847

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JONATHAN SAVITZ
628 RIVERSVILLE ROAD, GREENWICH, CT 06831
TRUSTEE1$0
KATHY SAVITZ
628 RIVERSVILLE ROAD, GREENWICH, CT 06831
TRUSTEE1$0
PETER SAVITZ
628 RIVERSVILLE ROAD, GREENWICH, CT 06831
TRUSTEE1$0
990-PF for the year ended October 31, 2024: 3 people
NameTitleHours / weekCompensation
JONATHAN SAVITZ
628 RIVERSVILLE ROAD, GREENWICH, CT 06831
TRUSTEE1$0
KATHY SAVITZ
628 RIVERSVILLE ROAD, GREENWICH, CT 06831
TRUSTEE1$0
PETER SAVITZ
628 RIVERSVILLE ROAD, GREENWICH, CT 06831
TRUSTEE1$0
990-PF for the year ended October 31, 2023: 3 people
NameTitleHours / weekCompensation
JONATHAN SAVITZ
628 RIVERSVILLE ROAD, GREENWICH, CT 06831
TRUSTEE1$0
KATALIN SAVITZ
628 RIVERSVILLE ROAD, GREENWICH, CT 06831
TRUSTEE1$0
PETER SAVITZ
628 RIVERSVILLE ROAD, GREENWICH, CT 06831
TRUSTEE1$0

Address and contacts

Address (IRS master file)
628 RIVERSVILLE RD, GREENWICH, CT 06831-2650
In care of
% JON AND KATHY SAVITZ FDN
Signed the 990-PF
JONATHAN SAVITZ, TRUSTEE
Phone
(212) 752-1123
Return prepared by
Alicia M Ginsberg CPA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file
2022October 31, 2023March 15, 2024990-PF on file

IRS record

EIN
13-4052242
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
2000
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$1,536,697
Income (IRS master file)
$90,847

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$90,847$85,954$1,536,697XML
990-PFOctober 2024$63,559$70,923$1,531,804XML
990-PFOctober 2023$65,178$71,637$1,539,168XML
990-PFOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-PFOctober 2020–––IRS
990-PFOctober 2019–––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 13-4052242).

Questions about JON & KATHY SAVITZ FOUNDATION

What is the EIN of JON & KATHY SAVITZ FOUNDATION?
The employer identification number (EIN) of JON & KATHY SAVITZ FOUNDATION is 13-4052242.
Is JON & KATHY SAVITZ FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to JON & KATHY SAVITZ FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JON & KATHY SAVITZ FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JON & KATHY SAVITZ FOUNDATION due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JON & KATHY SAVITZ FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of JON & KATHY SAVITZ FOUNDATION?
The 990-PF for the year ended October 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does JON & KATHY SAVITZ FOUNDATION have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $90,847, expenses of $85,954 and total assets of $1,536,697 at year end.

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