Sam And Helga Feldman Foundation

San Antonio, TX
Tax-exempt since Oct. 2009
EIN: 26-2508550

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.5M (2024)

Expenses

$1.47M (2024)

Total Assets

$21.1M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Aug.
2024

Revenue

$1,499,252

Expenses

$1,474,664

Net Income

$24,588

Net Assets

$21,082,591

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$72,090	4.8%
Interest Revenue	$0
Dividends	$372,498	24.8%
Sales of Assets	$1,054,664	70.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,017,205	69.0%
Compensation of Officers*	$300,000	20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,082,591
Total Liabilities	$0
Net Assets	$21,082,591

Compensation

Key Employees and Officers	Compensation	Other
Sol Schwartz (President)	$100,000	$0
Lee Schwartz (Secretary)	$100,000	$0
David M Taylor (Vice President)	$100,000	$0

990-PF

Filed on June 23, 2025

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

View Filing

Schedules ▼

XML

View Filing (2 of 2)

Fiscal Year Ending Aug.
2023

Revenue

$501,554

Expenses

$928,900

Net Income

-$427,346

Net Assets

$21,058,003

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$549,261	> 100%
Interest Revenue	$0
Dividends	$418,464	83.4%
Sales of Assets	-$466,171
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$503,100	54.2%
Compensation of Officers*	$300,000	32.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,058,003
Total Liabilities	$0
Net Assets	$21,058,003

Compensation

Key Employees and Officers	Compensation	Other
Sol Schwartz (President)	$100,000	$0
Lee Schwartz (Secretary)	$100,000	$0
David M Taylor (Vice President)	$100,000	$0

990-PF

Filed on May 10, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2022

Revenue

$22,158,512

Expenses

$741,963

Net Income

$21,416,549

Net Assets

$21,485,349

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$23,510,591	> 100%
Interest Revenue	$0
Dividends	$244,470	1.1%
Sales of Assets	-$1,596,549
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$487,656	65.7%
Compensation of Officers*	$225,000	30.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,485,349
Total Liabilities	$0
Net Assets	$21,485,349

Compensation

Key Employees and Officers	Compensation	Other
Sol Schwartz (President)	$75,000	$0
Lee Schwartz (Secretary)	$75,000	$0
David M Taylor (Treasurer)	$75,000	$0

990-PF

Filed on Jan. 16, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2021

Revenue

$6,155

Expenses

$1,825

Net Income

$4,330

Net Assets

$68,800

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,825	29.7%
Interest Revenue	$0
Dividends	$4,330	70.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$913	50.0%
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	$68,800
Total Liabilities	$0
Net Assets	$68,800

Compensation

Key Employees and Officers	Compensation	Other
Sol Schwartz (President)	$0	$0
Lee Schwartz (Secretary/Treasurer)	$0	$0
David M Taylor (Vice President)	$0	$0
Helga Feldman (President)	$0	$0

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990-PF

Filed on Jan. 13, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2020

Revenue

$7,895

Expenses

$11,751

Net Income

-$3,856

Net Assets

$64,469

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,925	49.7%
Interest Revenue	$0
Dividends	$3,970	50.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,754	83.0%
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	$64,470
Total Liabilities	$1
Net Assets	$64,469

Compensation

Key Employees and Officers	Compensation	Other
Helga Feldman (President)	$0	$0
Sol Schwartz (Secretary)	$0	$0
Lee Schwartz (Treasurer)	$0	$0
David M Taylor (Vice President)	$0	$0

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990-PF

Filed on March 25, 2021

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

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XML

Fiscal Year Ending Aug.
2019

Revenue

$7,589

Expenses

$3,700

Net Income

$3,889

Net Assets

$68,325

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,700	48.8%
Interest Revenue	$0
Dividends	$3,889	51.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,850	50.0%
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	$68,326
Total Liabilities	$1
Net Assets	$68,325

Compensation

Key Employees and Officers	Compensation	Other
Helga Feldman (President)	$0	$0
Sol Schwartz (Secretary)	$0	$0
Lee Schwartz (Treasurer)	$0	$0
David M Taylor (Vice President)	$0	$0

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990-PF

Filed on Jan. 13, 2020

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

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PDF XML

Fiscal Year Ending Aug.
2018

Revenue

$7,362

Expenses

$8,964

Net Income

-$1,602

Net Assets

$64,437

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,581	48.6%
Interest Revenue	$0
Dividends	$3,781	51.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,174	80.0%
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	$64,437
Total Liabilities	$0
Net Assets	$64,437

Compensation

Key Employees and Officers	Compensation	Other
Helga Feldman (President)	$0	$0
Sol Schwartz (Secretary)	$0	$0
Lee Schwartz (Treasurer)	$0	$0
David M Taylor (Vice President)	$0	$0

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990-PF

Filed on June 14, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2017

Revenue

$13,711

Expenses

$4,768

Net Income

$8,943

Net Assets

$66,039

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	72.9%
Interest Revenue	$0
Dividends	$3,711	27.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,768	100%
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	$66,039
Total Liabilities	$0
Net Assets	$66,039

Compensation

Key Employees and Officers	Compensation	Other
Helga Feldman (President)	$0	$0
Sol Schwartz (Secretary)	$0	$0
Lee Schwartz (Treasurer)	$0	$0
David M Taylor (Vice President)	$0	$0

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990-PF

Filed on Jan. 15, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2016

Revenue

$6,264

Expenses

$1,200

Net Income

$5,064

Net Assets

$57,096

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,581	41.2%
Interest Revenue	$0
Dividends	$3,683	58.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,200	100%
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	$57,096
Total Liabilities	$0
Net Assets	$57,096

Compensation

Key Employees and Officers	Compensation	Other
Helga Feldman (President)	$0	$0
Sol Schwartz (Secretary)	$0	$0
Lee Schwartz (Treasurer)	$0	$0
David M Taylor (Vice President)	$0	$0

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990-PF

Filed on May 23, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2015

Revenue

$3,513

Expenses

$3,303

Net Income

$210

Net Assets

$52,032

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,513	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,259	98.7%
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	$54,882
Total Liabilities	$2,850
Net Assets	$52,032

Compensation

Key Employees and Officers	Compensation	Other
Helga Feldman (President)	$0	$0
Sol Schwartz (Secretary)	$0	$0
Lee Schwartz (Treasurer)	$0	$0
David M Taylor (Vice President)	$0	$0

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990-PF

Filed on Feb. 15, 2016

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

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Fiscal Year Ending Aug.
2014

Revenue

$3,254

Expenses

$3,300

Net Income

-$46

Net Assets

$51,822

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,254	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,300	100%
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	$53,472
Total Liabilities	$1,650
Net Assets	$51,822

Compensation

Key Employees and Officers	Compensation	Other
Helga Feldman (President)	$0	$0
Sol Schwartz (Secretary)	$0	$0
Lee Schwartz (Treasurer)	$0	$0
David M Taylor (Vice President)	$0	$0

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990-PF

Filed on March 27, 2015

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

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Fiscal Year Ending Aug.
2013

Revenue

$3,034

Expenses

$2,733

Net Income

$301

Net Assets

$51,867

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,034	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,733	100%
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	$51,868
Total Liabilities	$1
Net Assets	$51,867

990-PF

Filed on March 27, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2012

Revenue

$4,407

Expenses

$2,522

Net Income

$1,885

Net Assets

$51,566

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,610	36.5%
Interest Revenue	$1	0.0%
Dividends	$2,796	63.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,500	99.1%
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	$51,567
Total Liabilities	$1
Net Assets	$51,566

990-PF

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

PDF

Fiscal Year Ending Aug.
2011

Revenue

$2,194

Expenses

$4,733

Net Income

-$2,539

Net Assets

$49,681

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.2%
Dividends	$2,190	99.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,460	73.1%
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	$49,682
Total Liabilities	$1
Net Assets	$49,681

990-PF

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

PDF

Fiscal Year Ending Aug.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Aug.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Sam And Helga Feldman Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.5M (2024)

Expenses $1.47M (2024)

Total Assets $21.1M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$1.5M (2024)

Expenses

$1.47M (2024)

Total Assets

$21.1M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009