Nonprofit · EIN 46-5451755
THE SAMOWITZ FOUNDATION
Tax-exempt · EXTON, PA 19341
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,029,601 | $2,870,198 | $159,403 | $32,705,065 | $0 | $32,705,065 |
| December 31, 2024 | 990-PF | $2,023,910 | $2,634,821 | -$610,911 | $31,580,455 | $40,000 | $31,540,455 |
| December 31, 2023 | 990-PF | $1,195,222 | $2,358,922 | -$1,163,700 | $31,415,844 | $0 | $31,415,844 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $1,711,883
- Interest
- $41,679
- Net gain from sales of assets
- $1,276,039
Expenses
- Grants and similar amounts paid
- $2,342,182
- Compensation of officers, directors and key employees
- $200,000
- Disbursements for charitable purposes
- $2,342,182
- Excise tax on investment income
- $41,982
Balance sheet and other
- Total assets, start of year
- $31,580,455
- Total assets, end of year
- $32,705,065
- Total liabilities, end of year
- $0
- Net assets, end of year
- $32,705,065
- Fair market value of assets
- $52,645,226
- Qualifying distributions
- $2,342,182
- Net investment income
- $3,020,295
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAULETTE SAMOWITZ 3030 GRAND BAY BLVD UNIT 3102, LONGBOAT KEY, FL 34228 | Trustee | 15 | $100,000 |
| LANI HAYNES 9 TROON COURT, MOORESTOWN, NJ 08057 | Trustee | 10 | $60,000 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAULETTE SAMOWITZ 3030 GRAND BAY BLVD UNIT 3102, LONGBOAT KEY, FL 34228 | Trustee | 15 | $100,000 |
| LANI HAYNES 9 TROON COURT, MOORESTOWN, NJ 08057 | Trustee | 10 | $60,000 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAULETTE SAMOWITZ 3030 GRAND BAY BLVD UNIT 3102, LONGBOAT KEY, FL 34228 | Trustee | 15 | $100,000 |
| LANI HAYNES 9 TROON COURT, MOORESTOWN, NJ 08057 | Trustee | 10 | $60,000 |
Address and contacts
- Address (IRS master file)
- 747 CONSTITUTION DR STE 100, EXTON, PA 19341-1297
- Signed the 990-PF
- PAULETTE SAMOWITZ, Trustee
- Phone
- (941) 387-2404
- Return prepared by
- TRAPHAGEN CPAS
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 | 990-PF 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
- 46-5451755
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $32,705,065
- Income (IRS master file)
- $5,027,423
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,029,601 | $2,870,198 | $32,705,065 | XML |
| 990-PF | December 2024 | $2,023,910 | $2,634,821 | $31,580,455 | IRS |
| 990-PF | December 2023 | $1,195,222 | $2,358,922 | $31,415,844 | 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 46-5451755).
Questions about THE SAMOWITZ FOUNDATION
- What is the EIN of THE SAMOWITZ FOUNDATION?
- The employer identification number (EIN) of THE SAMOWITZ FOUNDATION is 46-5451755.
- Is THE SAMOWITZ FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to THE SAMOWITZ FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE SAMOWITZ FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE SAMOWITZ 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 SAMOWITZ 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 SAMOWITZ FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $100,000 (PAULETTE SAMOWITZ, Trustee).
- How much revenue does THE SAMOWITZ FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,029,601, expenses of $2,870,198 and total assets of $32,705,065 at year end.
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All nonprofits in EXTON · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations