Nonprofit · EIN 22-3592670
THE KOGAN CHARITABLE FOUNDATION INC
Tax-exempt · MORRISTOWN, NJ 07960
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $294,528 | $194,263 | $100,265 | $4,136,023 | $0 | $4,136,023 |
| December 31, 2023 | 990-PF | $2,040,726 | $129,053 | $1,911,673 | $4,036,099 | $0 | $4,036,099 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $84,822
- Interest
- $59,093
- Net gain from sales of assets
- $150,613
Expenses
- Grants and similar amounts paid
- $148,500
- Disbursements for charitable purposes
- $150,928
- Excise tax on investment income
- $3,607
Balance sheet and other
- Total assets, start of year
- $4,036,099
- Total assets, end of year
- $4,136,023
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,136,023
- Fair market value of assets
- $5,099,499
- Qualifying distributions
- $150,928
- Net investment income
- $294,601
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW KOGAN PEAPCK PRIV FOS 233 SOUTH ST, MORRISTOWN, NJ 07960 | President | 0.5 | $0 |
| PAMELA KOGAN 83 STEWART ROAD, SHORT HILLS, NJ 07078 | Secretary | 0.5 | $0 |
| THOMAS J ROSS JR PEAPCK PRIV FOS 233 SOUTH ST, MORRISTOWN, NJ 07960 | Trustee | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW KOGAN 233 SOUTH STREET, MORRISTOWN, NJ 07960 | President | 0.5 | $0 |
| PAMELA KOGAN 83 STEWART ROAD, SHORT HILLS, NJ 07078 | Secretary | 0.5 | $0 |
| THOMAS J ROSS JR PEAPCK PRIV FOS 233 SOUTH ST, MORRISTOWN, NJ 07960 | Trustee | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 233 SOUTH ST, MORRISTOWN, NJ 07960-5336
- In care of
- % WEALTH MANAGEMENT CONSULTANTS
- Signed the 990-PF
- THOMAS J ROSS JR, Trustee
- Phone
- (973) 401-1500
- Return prepared by
- WMC Tax Services 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 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 | Not 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
- 22-3592670
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,136,023
- Income (IRS master file)
- $1,006,046
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $294,528 | $194,263 | $4,136,023 | XML |
| 990-PF | December 2023 | $2,040,726 | $129,053 | $4,036,099 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 22-3592670).
Questions about THE KOGAN CHARITABLE FOUNDATION INC
- What is the EIN of THE KOGAN CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of THE KOGAN CHARITABLE FOUNDATION INC is 22-3592670.
- Is THE KOGAN CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to THE KOGAN CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE KOGAN CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE KOGAN CHARITABLE FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE KOGAN CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE KOGAN CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE KOGAN CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $294,528, expenses of $194,263 and total assets of $4,136,023 at year end.
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