Nonprofit · EIN 13-6120929
SIGMA ALPHA MU FOUNDATION INC ETA CHAPTER
Tax-exempt · CICERO, NY 13039
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $191,316 | $113,075 | $78,241 | $1,339,973 | $0 | $1,339,973 |
| December 31, 2024 | 990-PF | $8,395 | $33,072 | -$24,677 | $1,261,732 | $0 | $1,261,732 |
| December 31, 2023 | 990-PF | $41,129 | $17,500 | $23,629 | $1,286,409 | $0 | $1,286,409 |
| December 31, 2022 | 990-PF (amended) | $39,829 | $1,738 | $38,091 | $1,262,940 | $0 | $1,262,940 |
| December 31, 2021 | 990-PF (amended) | $24,702 | $27,500 | -$2,798 | $1,224,849 | $0 | $1,224,849 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $37,192
- Net gain from sales of assets
- $148,405
- Other income
- $5,719
Expenses
- Grants and similar amounts paid
- $100,000
- Disbursements for charitable purposes
- $100,000
- Excise tax on investment income
- $2,478
Balance sheet and other
- Total assets, start of year
- $1,261,732
- Total assets, end of year
- $1,339,973
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,339,973
- Fair market value of assets
- $1,658,517
- Qualifying distributions
- $100,000
- Net investment income
- $191,316
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert Fagenson 535 E 86th Street, New York, NY 10028 | President | 1 | $0 |
| Scott Bloom 301 E 79th St, New York, NY 10021 | Vice President | 1 | $0 |
| Jason Helfstein 120 Broad Street 14th Floor, New York, NY 10004 | Secretary | 1 | $0 |
| Cliff Mendelson 6900 Wisconsin Ave, Chevy Chase, MD 20815 | Treasurer | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT FAGENSON 535 E 86TH ST, NEW YORK, NY 10028 | PRESIDENT | 1 | $0 |
| SCOTT BLOOM 301 E 79TH ST, NEW YORK, NY 10021 | VICE PRESIDENT | 1 | $0 |
| JASON HELFSTEIN 120 BROAD STREET 14TH FLOOR, NEW YORK, NY 10004 | SECRETARY | 1 | $0 |
| CLIFF MENDELSON 6900 WISCONSIN AVE, CHEVY CHASE, MD 20815 | TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT FAGENSON 535 E 86TH ST, NEW YORK, NY 10028 | PRESIDENT | 1 | $0 |
| SCOTT BLOOM 301 E 79TH ST, NEW YORK, NY 10021 | VICE PRESIDENT | 1 | $0 |
| JASON HELFSTEIN 120 BROAD STREET 14TH FLOOR, NEW YORK, NY 10004 | SECRETARY | 1 | $0 |
| CLIFF MENDELSON 6900 WISCONSIN AVE, CHEVY CHASE, MD 20815 | TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2022: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT FAGENSON 535 E 86TH ST, NEW YORK, NY 10028 | PRESIDENT | 1 | $0 |
| SCOTT BLOOM 301 E 79TH ST, NEW YORK, NY 10021 | VICE PRESIDENT | 1 | $0 |
| JASON HELFSTEIN 120 BROAD STREET 14TH FLOOR, NEW YORK, NY 10004 | SECRETARY | 1 | $0 |
| CLIFF MENDELSON 6900 WISCONSIN AVE, CHEVY CHASE, MD 20815 | TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2021: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT FAGENSON 535 E 86TH ST, NEW YORK, NY 10028 | PRESIDENT | 1 | $0 |
| SCOTT BLOOM 301 E 79TH ST, NEW YORK, NY 10021 | VICE PRESIDENT | 1 | $0 |
| JASON HELFSTEIN 120 BROAD STREET 14TH FLOOR, NEW YORK, NY 10004 | SECRETARY | 1 | $0 |
| LARRY LEONARD 200 WASHINGTON SQUARE, PHILADELPHIA, PA 19106 | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1927, CICERO, NY 13039-1927
- In care of
- % ROBERT FAGENSON
- Signed the 990-PF
- ROBERT FAGENSON, President
- Phone
- (917) 530-8881
- Return prepared by
- Kristopher Anderson 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 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 | 990-PF 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
- 13-6120929
- 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
- 1958
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,339,973
- Income (IRS master file)
- $280,345
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $191,316 | $113,075 | $1,339,973 | IRS |
| 990-PF | December 2024 | $8,395 | $33,072 | $1,261,732 | XML |
| 990-PF | December 2023 | $41,129 | $17,500 | $1,286,409 | XML |
| 990-PF | December 2022 | $39,829 | $1,738 | $1,262,940 | XML |
| 990-PF | December 2021 | $24,702 | $27,500 | $1,224,849 | XML |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 13-6120929).
Questions about SIGMA ALPHA MU FOUNDATION INC ETA CHAPTER
- What is the EIN of SIGMA ALPHA MU FOUNDATION INC ETA CHAPTER?
- The employer identification number (EIN) of SIGMA ALPHA MU FOUNDATION INC ETA CHAPTER is 13-6120929.
- Is SIGMA ALPHA MU FOUNDATION INC ETA CHAPTER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
- Are donations to SIGMA ALPHA MU FOUNDATION INC ETA CHAPTER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SIGMA ALPHA MU FOUNDATION INC ETA CHAPTER file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SIGMA ALPHA MU FOUNDATION INC ETA CHAPTER 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 SIGMA ALPHA MU FOUNDATION INC ETA CHAPTER 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 SIGMA ALPHA MU FOUNDATION INC ETA CHAPTER?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does SIGMA ALPHA MU FOUNDATION INC ETA CHAPTER have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $191,316, expenses of $113,075 and total assets of $1,339,973 at year end.
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