Nonprofit · EIN 81-2847023
JACK KAGAN CHARITABLE FOUNDATION INC
Tax-exempt · CORAL GABLES, FL 33134
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $225,563 | $285,876 | -$60,313 | $3,265,746 | $0 | $3,265,746 |
| May 31, 2024 | 990-PF | $191,008 | $264,650 | -$73,642 | $3,326,059 | $0 | $3,326,059 |
| May 31, 2022 | 990-PF | $188,445 | $230,740 | -$42,295 | $3,569,678 | $0 | $3,569,678 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $162,773
- Net gain from sales of assets
- $62,790
Expenses
- Grants and similar amounts paid
- $178,000
- Compensation of officers, directors and key employees
- $45,000
- Disbursements for charitable purposes
- $248,624
- Excise tax on investment income
- $2,642
Balance sheet and other
- Total assets, start of year
- $3,326,059
- Total assets, end of year
- $3,265,746
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,265,746
- Fair market value of assets
- $4,697,228
- Qualifying distributions
- $248,624
- Net investment income
- $224,513
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARC KAGAN 44 PASEO DEL COYOTE, SANTA FE, NM 87506 | Secretary | 10 | $15,000 |
| JOEL KAGAN 8512 SUNSET WILLOW CT, ORLANDO, FL 32835 | President | 10 | $15,000 |
| ROSALYN ANN GELLENBECK 8076 FLORENZA DRIVE, BOYNTON BEACH, FL 33472 | Vice President | 8 | $15,000 |
990-PF for the year ended May 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARC KAGAN 44 PASEO DEL COYOTE, SANTA FE, NM 87506 | Secretary | 10 | $0 |
| JOEL KAGAN 8512 SUNSET WILLOW CT, ORLANDO, FL 32835 | President | 10 | $0 |
| ROSALYN ANN GELLENBECK 8076 FLORENZA DRIVE, BOYNTON BEACH, FL 33472 | Vice President | 8 | $0 |
990-PF for the year ended May 31, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARC KAGAN 44 PASEO DEL COYOTE, SANTA FE, NM 87506 | Secretary | 10 | $20,000 |
| JOEL KAGAN 8512 SUNSET WILLOW CT, ORLANDO, FL 32835 | President | 10 | $20,000 |
| ROSALYN ANN GELLENBECK 8076 FLORENZA DRIVE, BOYNTON BEACH, FL 33472 | Vice President | 8 | $20,000 |
Address and contacts
- Address (IRS master file)
- 2605 PONCE DE LEON BLVD, CORAL GABLES, FL 33134-6002
- In care of
- % JOEL KAGAN
- Signed the 990-PF
- JOEL KAGAN, President
- Phone
- (321) 946-3525
- Return prepared by
- ADVANCED PLANNING STRATEGIES 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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-2847023
- 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
- 2017
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,265,746
- Income (IRS master file)
- $2,324,743
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $225,563 | $285,876 | $3,265,746 | IRS |
| 990-PF | May 2024 | $191,008 | $264,650 | $3,326,059 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | $188,445 | $230,740 | $3,569,678 | XML |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | 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 81-2847023).
Questions about JACK KAGAN CHARITABLE FOUNDATION INC
- What is the EIN of JACK KAGAN CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of JACK KAGAN CHARITABLE FOUNDATION INC is 81-2847023.
- Is JACK KAGAN CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to JACK KAGAN CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JACK KAGAN CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JACK KAGAN CHARITABLE FOUNDATION INC due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JACK KAGAN CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of JACK KAGAN CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended May 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $15,000 (MARC KAGAN, Secretary).
- How much revenue does JACK KAGAN CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $225,563, expenses of $285,876 and total assets of $3,265,746 at year end.
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