Nonprofit · EIN 13-7268307
SCHLOSSTEIN-HARTLEY FAM FOUNDATION TR
Also known as SCHLOSSTEIN RALPH L ET AL TTEE
Tax-exempt · SARATOGA SPGS, NY 12866
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $1,677,119 | $1,754,090 | -$76,971 | $2,797,741 | $0 | $2,797,741 |
| September 30, 2024 | 990-PF | $1,773,410 | $1,623,572 | $149,838 | $3,351,912 | $0 | $3,351,912 |
| September 30, 2023 | 990-PF | $3,115,990 | $1,925,000 | $1,190,990 | $3,619,174 | $0 | $3,619,174 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $1,055,200
- Dividends
- $114,282
- Interest
- $59
- Net gain from sales of assets
- $507,555
- Other income
- $23
Expenses
- Grants and similar amounts paid
- $1,680,200
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,680,200
- Excise tax on investment income
- $7,621
Balance sheet and other
- Total assets, start of year
- $3,351,912
- Total assets, end of year
- $2,797,741
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,797,741
- Fair market value of assets
- $3,469,741
- Qualifying distributions
- $1,680,200
- Net investment income
- $621,919
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ralph L Schlosstein 321 Broadway Ste 300 - c/o RCM, Saratoga Springs, NY 12866 | Trustee | 0 | $0 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ralph L Schlosstein PO Box 471 c/o RCM-Morganstein, Saratoga Springs, NY 12866 | Trustee | 1 | $0 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ralph L Schlosstein c/o RCM-C Morganstein PO Box 471, Saratoga Springs, NY 12866 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 321 BROADWAY STE 300, SARATOGA SPGS, NY 12866-4265
- In care of
- % FOUNDATION
- Signed the 990-PF
- Ralph Schlosstein, Trustee
- Phone
- (518) 886-3466
- Return prepared by
- Rockefeller & Co 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 13-7268307
- 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
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,797,741
- Income (IRS master file)
- $2,297,433
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $1,677,119 | $1,754,090 | $2,797,741 | XML |
| 990-PF | September 2024 | $1,773,410 | $1,623,572 | $3,351,912 | XML |
| 990-PF | September 2023 | $3,115,990 | $1,925,000 | $3,619,174 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | 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 13-7268307).
Questions about SCHLOSSTEIN-HARTLEY FAM FOUNDATION TR
- What is the EIN of SCHLOSSTEIN-HARTLEY FAM FOUNDATION TR?
- The employer identification number (EIN) of SCHLOSSTEIN-HARTLEY FAM FOUNDATION TR is 13-7268307.
- Is SCHLOSSTEIN-HARTLEY FAM FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to SCHLOSSTEIN-HARTLEY FAM FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SCHLOSSTEIN-HARTLEY FAM FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SCHLOSSTEIN-HARTLEY FAM FOUNDATION TR due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SCHLOSSTEIN-HARTLEY FAM FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of SCHLOSSTEIN-HARTLEY FAM FOUNDATION TR?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does SCHLOSSTEIN-HARTLEY FAM FOUNDATION TR have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $1,677,119, expenses of $1,754,090 and total assets of $2,797,741 at year end.
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