Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 20-1379399

CSP FAMILY FOUNDATION

Tax-exempt · SUMMIT, NJ 07901

Financials

$515K$846K2023$1.2M$1M2024$934K$1.1M2025
Revenue Expenses · by fiscal year end
Financials of CSP FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$933,815$1,074,548-$140,733$14,483,065$0$14,483,065
December 31, 2024990-PF$1,158,776$1,028,712$130,064$14,623,798$0$14,623,798
December 31, 2023990-PF$515,162$845,852-$330,690$14,536,191$0$14,536,191
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$586,071
Net gain from sales of assets
$347,744

Expenses

Grants and similar amounts paid
$975,000
Disbursements for charitable purposes
$975,000
Excise tax on investment income
$11,856

Balance sheet and other

Total assets, start of year
$14,623,798
Total assets, end of year
$14,483,065
Total liabilities, end of year
$0
Net assets, end of year
$14,483,065
Fair market value of assets
$21,664,989
Qualifying distributions
$975,000
Net investment income
$933,815

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
SUMITRA PATEL
C/O JPMORGAN, 25 DEFOREST AVE, SUMMIT, NJ 07901
DIRECTOR1$0
DIVYA PATEL
C/O JPMORGAN, 25 DEFOREST AVE, SUMMIT, NJ 07901
VICE-PRESIDE1$0
APURVA PATEL
C/O JPMORGAN, 25 DEFOREST AVE, SUMMIT, NJ 07901
DIRECTOR1$0
SONAL SHEPPARD
C/O JPMORGAN, 25 DEFOREST AVE, SUMMIT, NJ 07901
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
SUMITRA PATEL
C/O JPMORGAN, 25 DEFOREST AVE, SUMMIT, NJ 07901
DIRECTOR1$0
DIVYA PATEL
C/O JPMORGAN, 25 DEFOREST AVE, SUMMIT, NJ 07901
VICE-PRESIDE1$0
APURVA PATEL
C/O JPMORGAN, 25 DEFOREST AVE, SUMMIT, NJ 07901
DIRECTOR1$0
SONAL SHEPPARD
C/O JPMORGAN, 25 DEFOREST AVE, SUMMIT, NJ 07901
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
SUMITRA PATEL
C/O JPMORGAN, 25 DEFOREST AVE, SUMMIT, NJ 07901
DIRECTOR1$0
DIVYA PATEL
C/O JPMORGAN, 25 DEFOREST AVE, SUMMIT, NJ 07901
VICE-PRESIDE1$0
APURVA PATEL
C/O JPMORGAN, 25 DEFOREST AVE, SUMMIT, NJ 07901
DIRECTOR1$0
SONAL SHEPPARD
C/O JPMORGAN, 25 DEFOREST AVE, SUMMIT, NJ 07901
DIRECTOR1$0

Address and contacts

Address (IRS master file)
25 DEFOREST AVENUE, SUMMIT, NJ 07901-2140
In care of
% SONAL C PATEL
Signed the 990-PF
SONAL SHEPPARD, DIRECTOR
Phone
(800) 743-2270
Return prepared by
CRANE ROSENBERG PACIO & CO 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
20-1379399
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
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$14,483,065
Income (IRS master file)
$3,286,382

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$933,815$1,074,548$14,483,065IRS
990-PFDecember 2024$1,158,776$1,028,712$14,623,798XML
990-PFDecember 2023$515,162$845,852$14,536,191XML
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 20-1379399).

Questions about CSP FAMILY FOUNDATION

What is the EIN of CSP FAMILY FOUNDATION?
The employer identification number (EIN) of CSP FAMILY FOUNDATION is 20-1379399.
Is CSP FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to CSP FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CSP FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CSP FAMILY 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 CSP FAMILY 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 CSP FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does CSP FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $933,815, expenses of $1,074,548 and total assets of $14,483,065 at year end.

Other nonprofits in SUMMIT

All nonprofits in SUMMIT · New Jersey · Philanthropy, voluntarism and grantmaking foundations