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Nonprofit · EIN 52-2179942

JACK AND PHYLLIS FINKELSTEIN FAMILY FOUNDATION INC

Tax-exempt · TOWSON, MD 21204

Financials

$40K$70K2023$780K$203K2024$99K$116K2025
Revenue Expenses · by fiscal year end
Financials of JACK AND PHYLLIS FINKELSTEIN FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$99,244$116,239-$16,995$1,139,276$0$1,139,276
December 31, 2024990-PF$780,472$203,004$577,468$1,156,718$0$1,156,718
December 31, 2023990-PF$40,459$70,171-$29,712$580,330$0$580,330
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$42,169
Interest
$5,786
Net gain from sales of assets
$51,289

Expenses

Grants and similar amounts paid
$89,000
Disbursements for charitable purposes
$89,000
Excise tax on investment income
$1,039

Balance sheet and other

Total assets, start of year
$1,156,718
Total assets, end of year
$1,139,276
Total liabilities, end of year
$0
Net assets, end of year
$1,139,276
Fair market value of assets
$2,688,129
Qualifying distributions
$89,000
Net investment income
$99,244

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
BEN FINKELSTEIN
7 SLADE AVENUE APT 610, PIKESVILLE, MD 21208
PRESIDENT/TR1$0
GABRIEL E FINKELSTEIN
180 STERLING PLACE APT 5, BROOKLYN, NY 11217
VICE PRESIDE0.25$0
DINAH F BERENBLUM
33 LINCOLN ROAD APT 6K, BROOKLYN, NY 11225
VICE PRESIDE0.25$0
FRANCES R KESSLER
47B STRATFORD LANE WEST, BOYNTON BEACH, FL 33436
VICE PRESIDE0.25$0
FREDDIE J TRAUB
409 WASHINGTON AVENUE 900, TOWSON, MD 21204
SECRETARY1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
BEN FINKELSTEIN
7 SLADE AVE APT 610, PIKESVILLE, MD 21208
PRESIDENT0$0
BEN FINKELSTEIN
7 SLADE AVE APT 610, PIKESVILLE, MD 21208
TREASURER0$0
FREDDIE TRAUB
409 WASHINGTON AVE, TOWNSON, MD 21204
SECRETARY0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JACK FINKELSTEIN
1 GRISTMILL COURT 401, BALTIMORE, MD 21208
PRESIDENT0$0
BEN FINKELSTEIN
7 SLADE AVE APT 610, PIKESVILLE, MD 21208
TREASURER0$0
LOUIS F FRIEDMAN
409 WASHINGTON AVENUE 900, TOWSON, MD 21204
SECRETARY0$0

Address and contacts

Address (IRS master file)
409 WASHINGTON AVE STE 900, TOWSON, MD 21204-4905
In care of
% JACK FINKELSTEIN
Signed the 990-PF
BEN FINKELSTEIN, PRESIDENT/TREASURER
Phone
(410) 494-0100
Return prepared by
FRIEDMAN & FRIEDMAN 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
52-2179942
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)
$1,139,276
Income (IRS master file)
$102,009

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$99,244$116,239$1,139,276XML
990-PFDecember 2024$780,472$203,004$1,156,718IRS
990-PFDecember 2023$40,459$70,171$580,330XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 52-2179942).

Questions about JACK AND PHYLLIS FINKELSTEIN FAMILY FOUNDATION INC

What is the EIN of JACK AND PHYLLIS FINKELSTEIN FAMILY FOUNDATION INC?
The employer identification number (EIN) of JACK AND PHYLLIS FINKELSTEIN FAMILY FOUNDATION INC is 52-2179942.
Is JACK AND PHYLLIS FINKELSTEIN FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to JACK AND PHYLLIS FINKELSTEIN FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JACK AND PHYLLIS FINKELSTEIN FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of JACK AND PHYLLIS FINKELSTEIN FAMILY FOUNDATION INC 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 JACK AND PHYLLIS FINKELSTEIN FAMILY FOUNDATION INC 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 JACK AND PHYLLIS FINKELSTEIN FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does JACK AND PHYLLIS FINKELSTEIN FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $99,244, expenses of $116,239 and total assets of $1,139,276 at year end.

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