Philip Birnbaum Foundation Inc

Last Will & Test Of Philip Birnbaum

New York, NY
EIN: 13-3526188

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$33.8k (2025)

Expenses

$65.5k (2025)

Total Assets

$494k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2025

Revenue

$33,829

Expenses

$65,481

Net Income

-$31,652

Net Assets

$493,569

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$155	0.5%
Dividends	$14,202	42.0%
Sales of Assets	$19,472	57.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,035	71.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$493,569
Total Liabilities	$0
Net Assets	$493,569

Compensation

Key Employees and Officers	Compensation	Other
Matthew Greenberg (President/Director)	$0	$0
Ronald Schneider (Treasurer/Director)	$0	$0
Daniella Levine Cava (Vp/Director)	$0	$0

990-PF

Filed on Feb. 14, 2026

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2024

Revenue

$18,172

Expenses

$41,300

Net Income

-$23,128

Net Assets

$525,221

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$300	1.7%
Dividends	$17,887	98.4%
Sales of Assets	-$15
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,020	58.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$525,221
Total Liabilities	$0
Net Assets	$525,221

Compensation

Key Employees and Officers	Compensation	Other
Matthew Greenberg (President/Director)	$0	$0
Ronald Schneider (Treasurer/Director)	$0	$0
Daniella Levine Cava (Vp/Director)	$0	$0

990-PF

Filed on Feb. 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2023

Revenue

$99,700

Expenses

$37,321

Net Income

$62,379

Net Assets

$548,349

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$259	0.3%
Dividends	$12,890	12.9%
Sales of Assets	$86,551	86.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,270	54.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$548,349
Total Liabilities	$0
Net Assets	$548,349

Compensation

Key Employees and Officers	Compensation	Other
Lois Levine (President/Director)	$0	$0
David Jaffin (Vice President/Director)	$0	$0
Matthew Greenberg (Treasurer/Director)	$0	$0

990-PF

Filed on Jan. 17, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2022

Revenue

$106,193

Expenses

$78,025

Net Income

$28,168

Net Assets

$485,970

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24	0.0%
Dividends	$21,339	20.1%
Sales of Assets	$84,830	79.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,260	81.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$503,199
Total Liabilities	$17,229
Net Assets	$485,970

Compensation

Key Employees and Officers	Compensation	Other
Lois Levine (President/Director)	$0	$0
David Jaffin (Vice President/Director)	$0	$0
Matthew Greenberg (Treasurer/Director)	$0	$0

990-PF

Filed on Nov. 29, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2021

Revenue

$14,388

Expenses

$43,069

Net Income

-$28,681

Net Assets

$457,802

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$13,552	94.2%
Sales of Assets	$829	5.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,920	67.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$457,802
Total Liabilities	$0
Net Assets	$457,802

Compensation

Key Employees and Officers	Compensation	Other
Lois Levine (President/Director)	$0	$0
David Jaffin (Vice President/Director)	$0	$0
Matthew Greenberg (Treasurer/Director)	$0	$0

990-PF

Filed on Feb. 7, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2020

Revenue

$24,842

Expenses

$33,069

Net Income

-$8,227

Net Assets

$486,482

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$40	0.2%
Dividends	$13,840	55.7%
Sales of Assets	$10,962	44.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,100	72.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$486,483
Total Liabilities	$1
Net Assets	$486,482

Compensation

Key Employees and Officers	Compensation	Other
Lois Levine (President/Director)	$0	$0
David Jaffin (Vice President/Director)	$0	$0
Matthew Greenberg (Treasurer/Director)	$0	$0

990-PF

Filed on Nov. 11, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2019

Revenue

$14,222

Expenses

$61,964

Net Income

-$47,742

Net Assets

$494,709

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$207	1.5%
Dividends	$13,951	98.1%
Sales of Assets	$64	0.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,317	82.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$494,710
Total Liabilities	$1
Net Assets	$494,709

Compensation

Key Employees and Officers	Compensation	Other
Lois Levine (President/Director)	$0	$0
David Jaffin (Vice President/Director)	$0	$0
Matthew Greenberg (Treasurer/Director)	$0	$0

990-PF

Filed on Jan. 28, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2018

Revenue

$26,252

Expenses

$31,441

Net Income

-$5,189

Net Assets

$542,452

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$159	0.6%
Dividends	$13,033	49.6%
Sales of Assets	$13,060	49.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,775	69.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$542,452
Total Liabilities	$0
Net Assets	$542,452

Compensation

Key Employees and Officers	Compensation	Other
Lois Levine (President/Director)	$0	$0
David Jaffin (Vice President/Director)	$0	$0
Matthew Greenberg (Treasurer/Director)	$0	$0

990-PF

Filed on Jan. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2017

Revenue

$12,818

Expenses

$59,352

Net Income

-$46,534

Net Assets

$547,641

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$238	1.9%
Dividends	$12,580	98.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,355	83.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$547,641
Total Liabilities	$0
Net Assets	$547,641

Compensation

Key Employees and Officers	Compensation	Other
Lois Levine (President/Director)	$0	$0
David Jaffin (Vice President/Director)	$0	$0
Matthew Greenberg (Treasurer/Director)	$0	$0

990-PF

Filed on Nov. 30, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2016

Revenue

-$18,523

Expenses

$55,341

Net Income

-$73,864

Net Assets

$594,175

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$342
Dividends	$12,188
Sales of Assets	-$31,053
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,024	94.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$594,175
Total Liabilities	$0
Net Assets	$594,175

Compensation

Key Employees and Officers	Compensation	Other
Lois Levine (President/Director)	$0	$0
David Jaffin (Vice President/Director)	$0	$0
Matthew Greenberg (Treasurer/Director)	$0	$0

990-PF

Filed on May 23, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2015

Revenue

$12,291

Expenses

$36,009

Net Income

-$23,718

Net Assets

$668,039

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$591	4.8%
Dividends	$11,700	95.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,211	95.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$668,039
Total Liabilities	$0
Net Assets	$668,039

Compensation

Key Employees and Officers	Compensation	Other
Lois Levine (President/Director)	$0	$0
David Jaffin (Vice President/Director)	$0	$0
Matthew Greenberg (Treasurer/Director)	$0	$0

990-PF

Filed on Jan. 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2014

Revenue

$11,631

Expenses

$33,793

Net Income

-$22,162

Net Assets

$691,757

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$606	5.2%
Dividends	$11,025	94.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,033	94.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$691,757
Total Liabilities	$0
Net Assets	$691,757

Compensation

Key Employees and Officers	Compensation	Other
Lois Levine (President/Director)	$0	$0
David Jaffin (Vice President/Director)	$0	$0
Matthew Greenberg (Treasurer/Director)	$0	$0

990-PF

Filed on Feb. 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2013

Revenue

$14,241

Expenses

$27,940

Net Income

-$13,699

Net Assets

$713,918

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$656	4.6%
Dividends	$11,199	78.6%
Sales of Assets	$2,386	16.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,480	94.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$713,919
Total Liabilities	$1
Net Assets	$713,918

990-PF

Filed on Dec. 31, 2013

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2012

Revenue

$11,825

Expenses

$25,054

Net Income

-$13,229

Net Assets

$727,617

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$764	6.5%
Dividends	$11,061	93.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,742	94.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$727,618
Total Liabilities	$1
Net Assets	$727,617

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Updated March 23, 2026

Philip Birnbaum Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $33.8k (2025)

Expenses $65.5k (2025)

Total Assets $494k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Sept. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$33.8k (2025)

Expenses

$65.5k (2025)

Total Assets

$494k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Sept.
2025

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001