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Nonprofit · EIN 22-6803705

THE@ELIZABETH O SHEAR FOUNDATION

Tax-exempt · SOMERS POINT, NJ 08244

Financials

$1.6M$273K2023$1.4M$264K2024$5.2M$391K2025
Revenue Expenses · by fiscal year end
Financials of THE@ELIZABETH O SHEAR FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$5,215,412$390,728$4,824,684$8,280,046$0$8,280,046
December 31, 2024990-PF$1,372,374$264,451$1,107,923$2,925,333$0$2,925,333
December 31, 2023990-PF$1,574,793$273,130$1,301,663$1,510,354$0$1,510,354
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$4,906,149
Dividends
$116,029
Interest
$829
Net gain from sales of assets
$192,405

Expenses

Grants and similar amounts paid
$297,422
Compensation of officers, directors and key employees
$57,278
Disbursements for charitable purposes
$328,557
Excise tax on investment income
$4,299

Balance sheet and other

Total assets, start of year
$2,925,333
Total assets, end of year
$8,280,046
Total liabilities, end of year
$0
Net assets, end of year
$8,280,046
Fair market value of assets
$8,280,046
Qualifying distributions
$328,557
Net investment income
$309,263

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
BARBARA FREEDMAN GERBER
213 MORRIS AVENUE, LINWOOD, NJ 08221
Secretary2.08$34,780
ALAN S GERBER
213 MORRIS AVENUE, LINWOOD, NJ 08221
Trustee0.85$22,498
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
ALAN S GERBER
213 MORRIS AVENUE, LINWOOD, NJ 08221
Trustee0.85$43,042
BARBARA FREEDMAN GERBER
213 MORRIS AVENUE, LINWOOD, NJ 08221
Secretary2.08$5,728
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
ALAN S GERBER
213 MORRIS AVENUE, LINWOOD, NJ 08221
Trustee0.85$36,655
BARBARA FREEDMAN GERBER
213 MORRIS AVENUE, LINWOOD, NJ 08221
Secretary2.08$0

Address and contacts

Address (IRS master file)
PO BOX 605, SOMERS POINT, NJ 08244-0605
In care of
% SHERMAN SILVERSTEIN KOHL ROSE & P
Signed the 990-PF
ALAN S GERBER, Trustee
Phone
(609) 432-6045
Return prepared by
Jump Perry and Company 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
22-6803705
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
1999
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$8,280,046
Income (IRS master file)
$5,475,412

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$5,215,412$390,728$8,280,046XML
990-PFDecember 2024$1,372,374$264,451$2,925,333XML
990-PFDecember 2023$1,574,793$273,130$1,510,354XML
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 22-6803705).

Questions about THE@ELIZABETH O SHEAR FOUNDATION

What is the EIN of THE@ELIZABETH O SHEAR FOUNDATION?
The employer identification number (EIN) of THE@ELIZABETH O SHEAR FOUNDATION is 22-6803705.
Is THE@ELIZABETH O SHEAR FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to THE@ELIZABETH O SHEAR FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE@ELIZABETH O SHEAR FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE@ELIZABETH O SHEAR 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 THE@ELIZABETH O SHEAR 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 THE@ELIZABETH O SHEAR FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $34,780 (BARBARA FREEDMAN GERBER, Secretary).
How much revenue does THE@ELIZABETH O SHEAR FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,215,412, expenses of $390,728 and total assets of $8,280,046 at year end.

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