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Nonprofit · EIN 30-0095016

THE SAMUEL AND JEAN FRANKEL JEWISH HERITAGE FOUNDATION

Tax-exempt · TROY, MI 48084

Financials

$29.4M$17.6M2023$16M$31.5M2024
Revenue Expenses · by fiscal year end
Financials of THE SAMUEL AND JEAN FRANKEL JEWISH HERITAGE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$16,017,141$31,507,600-$15,490,459$176,416,118$0$176,416,118
December 31, 2023990-PF$29,440,832$17,567,225$11,873,607$192,551,580$494,105$192,057,475
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,666,306
Dividends
$4,131,669
Interest
$5,558,317
Net gain from sales of assets
$7,254,577
Other income
-$2,593,728

Expenses

Grants and similar amounts paid
$29,800,639
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$29,800,639
Excise tax on investment income
$152,384

Balance sheet and other

Total assets, start of year
$192,551,580
Total assets, end of year
$176,416,118
Total liabilities, end of year
$0
Net assets, end of year
$176,416,118
Fair market value of assets
$376,489,649
Qualifying distributions
$29,800,639
Net investment income
$12,557,671

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.

NameTitleHours / weekCompensation
STANLEY FRANKEL
2301 WEST BIG BEAVER SUITE 900, TROY, MI 48084
PRESIDENT AND TRUSTEE0$0
STANLEY FRANKEL
2301 WEST BIG BEAVER SUITE 900, TROY, MI 48084
TREASURER AND TRUSTEE0$0
JUDITH FRANKEL
2301 WEST BIG BEAVER SUITE 900, TROY, MI 48084
SECRETARY AND TRUSTEE0$0
ARTHUR WEISS
27777 FRANKLIN ROAD SUITE 2500, SOUTHFIELD, MI 48034
ASSISANT SECRETARY0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
STANLEY FRANKEL
2301 WEST BIG BEAVER SUITE 900, TROY, MI 48084
PRESIDENT AND TRUSTEE0$0
STANLEY FRANKEL
2301 WEST BIG BEAVER SUITE 900, TROY, MI 48084
TREASURER AND TRUSTEE0$0
JUDITH FRANKEL
2301 WEST BIG BEAVER SUITE 900, TROY, MI 48084
SECRETARY AND TRUSTEE0$0
ARTHUR WEISS
27777 FRANKLIN ROAD SUITE 2500, SOUTHFIELD, MI 48034
ASSISANT SECRETARY0$0

Address and contacts

Address (IRS master file)
2301 W BIG BEAVER RD STE 900, TROY, MI 48084-3332
In care of
% STANLEY FRANKEL
Signed the 990-PF
STANLEY FRANKEL, PRESIDENT AND TRUSTEE
Phone
(248) 649-2600
Return prepared by
YEO & YEO PC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
30-0095016
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
2002
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$176,416,118
Income (IRS master file)
$46,234,102

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$16,017,141$31,507,600$176,416,118XML
990-TDecember 2024–––IRS
990-PFDecember 2023$29,440,832$17,567,225$192,551,580XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 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 30-0095016).

Questions about THE SAMUEL AND JEAN FRANKEL JEWISH HERITAGE FOUNDATION

What is the EIN of THE SAMUEL AND JEAN FRANKEL JEWISH HERITAGE FOUNDATION?
The employer identification number (EIN) of THE SAMUEL AND JEAN FRANKEL JEWISH HERITAGE FOUNDATION is 30-0095016.
Is THE SAMUEL AND JEAN FRANKEL JEWISH HERITAGE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to THE SAMUEL AND JEAN FRANKEL JEWISH HERITAGE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE SAMUEL AND JEAN FRANKEL JEWISH HERITAGE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE SAMUEL AND JEAN FRANKEL JEWISH HERITAGE FOUNDATION 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 SAMUEL AND JEAN FRANKEL JEWISH HERITAGE FOUNDATION 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 SAMUEL AND JEAN FRANKEL JEWISH HERITAGE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does THE SAMUEL AND JEAN FRANKEL JEWISH HERITAGE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $16,017,141, expenses of $31,507,600 and total assets of $176,416,118 at year end.

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