Nonprofit · EIN 87-0965955
ALBERT AND SHIRLEY SMALL FAMILY FOUNDATION
Tax-exempt · BETHESDA, MD 20814
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,190,144 | $1,341,526 | -$151,382 | $13,916,657 | $0 | $13,916,657 |
| December 31, 2024 | 990-PF | $516,620 | $904,253 | -$387,633 | $14,068,039 | $0 | $14,068,039 |
| December 31, 2023 | 990-PF | $615,721 | $675,651 | -$59,930 | $14,455,672 | $0 | $14,455,672 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $197,268
- Interest
- $206,688
- Net gain from sales of assets
- $786,188
Expenses
- Grants and similar amounts paid
- $1,187,100
- Disbursements for charitable purposes
- $1,209,861
- Excise tax on investment income
- $14,892
Balance sheet and other
- Total assets, start of year
- $14,068,039
- Total assets, end of year
- $13,916,657
- Total liabilities, end of year
- $0
- Net assets, end of year
- $13,916,657
- Fair market value of assets
- $16,405,620
- Qualifying distributions
- $1,209,861
- Net investment income
- $1,190,144
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 |
|---|---|---|---|
| SUSAN SMALL SAVITSKY 7628 WHEATCROFT COURT, BETHESDA, MD 20817 | PRESIDENT | 0 | $0 |
| JAMES H SMALL 5807 MADAKET ROAD, BETHESDA, MD 20816 | VICE PRESIDE | 0 | $0 |
| ALBERT H SMALL JR 7311 ARROWOOD ROAD, BETHESDA, MD 20817 | TREASURER, S | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN S SAVITSKY 7628 WHEATCROFT COURT, BETHESDA, MD 20817 | PRESIDENT | 0 | $0 |
| JAMES H SMALL 5807 MADAKET ROAD, BETHESDA, MD 20816 | VICE PRESIDE | 0 | $0 |
| ALBERT H SMALL JR 7311 ARROWOOD ROAD, BETHESDA, MD 20817 | TREASURER, S | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN S SAVITSKY 7628 WHEATCROFT COURT, BETHESDA, MD 20817 | VICE PRESIDE | 0 | $0 |
| JAMES H SMALL 5807 MADAKET ROAD, BETHESDA, MD 20816 | SECRETARY | 0 | $0 |
| ALBERT H SMALL JR 7311 ARROWOOD ROAD, BETHESDA, MD 20817 | TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 4800 HAMPDEN LN STE 200, BETHESDA, MD 20814-2934
- Signed the 990-PF
- SUSAN SMALL SAVITSKY, PRESIDENT
- Phone
- (301) 215-7997
- Return prepared by
- HARITON MANCUSO & JONES 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 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
- 87-0965955
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $13,916,657
- Income (IRS master file)
- $7,270,633
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,190,144 | $1,341,526 | $13,916,657 | IRS |
| 990-PF | December 2024 | $516,620 | $904,253 | $14,068,039 | IRS |
| 990-PF | December 2023 | $615,721 | $675,651 | $14,455,672 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 87-0965955).
Questions about ALBERT AND SHIRLEY SMALL FAMILY FOUNDATION
- What is the EIN of ALBERT AND SHIRLEY SMALL FAMILY FOUNDATION?
- The employer identification number (EIN) of ALBERT AND SHIRLEY SMALL FAMILY FOUNDATION is 87-0965955.
- Is ALBERT AND SHIRLEY SMALL FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to ALBERT AND SHIRLEY SMALL FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALBERT AND SHIRLEY SMALL FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALBERT AND SHIRLEY SMALL FAMILY 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 ALBERT AND SHIRLEY SMALL FAMILY 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 ALBERT AND SHIRLEY SMALL FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ALBERT AND SHIRLEY SMALL FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,190,144, expenses of $1,341,526 and total assets of $13,916,657 at year end.
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