Nonprofit · EIN 81-6941753
GEORGE AND LUCY MALMBERG FOUNDATION TR AGREEMENT
Also known as MAURY REITER TTEE
Tax-exempt · SARASOTA, FL 34236
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,537,504 | $4,996,732 | -$3,459,228 | $8,614,913 | $0 | $8,614,913 |
| December 31, 2024 | 990-PF | $1,052,415 | $1,211,389 | -$158,974 | $12,052,065 | $0 | $12,052,065 |
| December 31, 2023 | 990-PF | $440,562 | $2,132,825 | -$1,692,263 | $12,211,039 | $0 | $12,211,039 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $296,522
- Interest
- $30
- Net gain from sales of assets
- $1,238,443
- Other income
- $2,509
Expenses
- Grants and similar amounts paid
- $4,833,333
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $4,843,837
- Excise tax on investment income
- $19,778
Balance sheet and other
- Total assets, start of year
- $12,052,065
- Total assets, end of year
- $8,614,913
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,614,913
- Fair market value of assets
- $11,931,751
- Qualifying distributions
- $4,843,837
- Net investment income
- $1,537,504
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 |
|---|---|---|---|
| LUCY MALMBERG 401 S PALM AVE UNIT 901, SARASOTA, FL 34236 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LUCY MALMBERG 401 S PALM AVE UNIT 901, SARASOTA, FL 34236 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LUCY MALMBERG 401 S PALM AVE UNIT 901, SARASOTA, FL 34236 | TRUSTEE | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 401 S PALM AVE UNIT 901, SARASOTA, FL 34236-6831
- Signed the 990-PF
- LUCY MALMBERG, TRUSTEE
- Phone
- (610) 941-2476
- Return prepared by
- CBIZ ADVISORS 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 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
- 81-6941753
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $8,614,913
- Income (IRS master file)
- $8,736,027
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,537,504 | $4,996,732 | $8,614,913 | XML |
| 990-PF | December 2024 | $1,052,415 | $1,211,389 | $12,052,065 | XML |
| 990-PF | December 2023 | $440,562 | $2,132,825 | $12,211,039 | 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 81-6941753).
Questions about GEORGE AND LUCY MALMBERG FOUNDATION TR AGREEMENT
- What is the EIN of GEORGE AND LUCY MALMBERG FOUNDATION TR AGREEMENT?
- The employer identification number (EIN) of GEORGE AND LUCY MALMBERG FOUNDATION TR AGREEMENT is 81-6941753.
- Is GEORGE AND LUCY MALMBERG FOUNDATION TR AGREEMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to GEORGE AND LUCY MALMBERG FOUNDATION TR AGREEMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GEORGE AND LUCY MALMBERG FOUNDATION TR AGREEMENT file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GEORGE AND LUCY MALMBERG FOUNDATION TR AGREEMENT 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 GEORGE AND LUCY MALMBERG FOUNDATION TR AGREEMENT 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 GEORGE AND LUCY MALMBERG FOUNDATION TR AGREEMENT?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does GEORGE AND LUCY MALMBERG FOUNDATION TR AGREEMENT have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,537,504, expenses of $4,996,732 and total assets of $8,614,913 at year end.
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All nonprofits in SARASOTA · Florida · Philanthropy, voluntarism and grantmaking foundations