Jacob And Anita Penzer Foundation Inc

Lawrence, NY
Tax-exempt since Jan. 1997
EIN: 65-0710609

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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

$867k (2023)

Expenses

$1.76M (2023)

Total Assets

$28.7M (2023)

Total Liabilities

$58.7k (2023)

Source: Form 990 tax filings from 2011 to 2023

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 Dec.
2023

Revenue

$866,750

Expenses

$1,755,295

Net Income

-$888,545

Net Assets

$28,593,160

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$118,571	13.7%
Interest Revenue	$720,451	83.1%
Dividends	$31,275	3.6%
Sales of Assets	-$3,547
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,631,515	92.9%
Compensation of Officers*	$703,457	40.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$28,651,832
Total Liabilities	$58,672
Net Assets	$28,593,160

Compensation

Key Employees and Officers	Compensation	Other
Jacki Penzer (Vice Pres /Secretary /Dire)	$268,093	$0
Richard Penzer (President / Director)	$214,007	$0
Jacob Penzer (Vice Pres / Director)	$110,897	$0
Ariel Penzer (Vice Pres / Director)	$110,460	$0
Michael Penzer (Vice Pres /Treasurer/ Ass')	$0	$0
Elie Hecht (Attorney)	$0	$0

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990-PF

Filed on Nov. 15, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$2,162,064

Expenses

$1,714,695

Net Income

$447,369

Net Assets

$29,313,359

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,084,075	96.4%
Interest Revenue	$36,521	1.7%
Dividends	$41,468	1.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,608,945	93.8%
Compensation of Officers*	$547,121	31.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,370,580
Total Liabilities	$57,221
Net Assets	$29,313,359

Compensation

Key Employees and Officers	Compensation	Other
Jacki Penzer (Vice Pres /Secretary /Dire)	$217,121	$0
Richard Penzer (President / Director)	$156,000	$0
Elie Hecht (Attorney)	$144,000	$0
Jacob Penzer (Vice Pres / Director)	$90,000	$0
Ariel Penzer (Vice Pres / Director)	$84,000	$0
Michael Penzer (Vice Pres /Treasurer/ Ass')	$0	$0

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990-PF

Filed on Nov. 13, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$2,542,228

Expenses

$1,458,003

Net Income

$1,084,225

Net Assets

$28,827,955

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,499,825	98.3%
Interest Revenue	$9,757	0.4%
Dividends	$32,646	1.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,340,004	91.9%
Compensation of Officers*	$486,000	33.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$28,877,487
Total Liabilities	$49,532
Net Assets	$28,827,955

Compensation

Key Employees and Officers	Compensation	Other
Richard Penzer (President / Director)	$156,000	$0
Jacki Penzer (Vice Pres /Secretary /Dire)	$156,000	$0
Elie Hecht (Attorney)	$144,000	$0
Jacob Penzer (Vice Pres / Director)	$90,000	$0
Ariel Penzer (Vice Pres / Director)	$84,000	$0
Michael Penzer (Vice Pres /Treasurer/ Ass')	$0	$0

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990-PF

Filed on Nov. 11, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$3,104,393

Expenses

$1,552,318

Net Income

$1,552,075

Net Assets

$27,768,723

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,904,042	93.5%
Interest Revenue	$183,862	5.9%
Dividends	$16,489	0.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,426,317	91.9%
Compensation of Officers*	$866,057	55.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$27,830,690
Total Liabilities	$61,967
Net Assets	$27,768,723

Compensation

Key Employees and Officers	Compensation	Other
Richard Penzer (President / Director)	$419,490	$0
Jacki Penzer (Vice Pres /Secretary /Dire)	$258,067	$0
Jacob Penzer (Vice Pres / Director)	$97,500	$0
Ariel Penzer (Vice Pres / Director)	$91,000	$0
Michael Penzer (Vice Pres /Treasurer/ Ass')	$0	$0

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990-PF

Filed on Dec. 23, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$434,843

Expenses

$1,843,860

Net Income

-$1,409,017

Net Assets

$26,119,730

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$434,843	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,713,059	92.9%
Compensation of Officers*	$838,836	45.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$26,251,115
Total Liabilities	$131,385
Net Assets	$26,119,730

Compensation

Key Employees and Officers	Compensation	Other
Richard Penzer (President / Director)	$383,500	$0
Jacki Penzer (Vice Pres /Secretary /Dire)	$319,000	$0
Ariel Penzer (Vice Pres / Director)	$76,336	$0
Jacob Penzer (Vice Pres / Director)	$60,000	$0
Anita Penzer (Vice Pres / Director)	$0	$0
Michael Penzer (Vice Pres /Treasurer/ Ass')	$0	$0

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990-PF

Filed on Nov. 16, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$4,043,939

Expenses

$2,225,174

Net Income

$1,818,765

Net Assets

$27,528,747

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,700,000	91.5%
Interest Revenue	$343,939	8.5%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,628,965	73.2%
Compensation of Officers*	$709,216	31.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$27,689,008
Total Liabilities	$160,261
Net Assets	$27,528,747

Compensation

Key Employees and Officers	Compensation	Other
Jacki Penzer (Vice Pres /Secretary /Dire)	$289,500	$0
Richard Penzer (President / Director)	$289,000	$0
Jacob Penzer (Vice Pres / Director)	$77,000	$0
Ariel Penzer (Vice Pres / Director)	$47,386	$0
Michael Penzer (Vice Pres /Treasurer/ Ass')	$6,330	$0
Anita Penzer (Vice Pres / Director)	$0	$0

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990-PF

Filed on Nov. 15, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$25,157,747

Expenses

$988,667

Net Income

$24,169,080

Net Assets

$52,021,815

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$109,035	0.4%
Dividends	$0
Sales of Assets	$25,048,712	99.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$793,661	80.3%
Compensation of Officers*	$156,504	15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$52,027,198
Total Liabilities	$5,383
Net Assets	$52,021,815

Compensation

Key Employees and Officers	Compensation	Other
Jacki Penzer (Vice Pres /Secretary /Dire)	$53,000	$0
Jacob Penzer (Vice Pres / Director)	$51,000	$0
Ariel Penzer (Vice Pres / Director)	$34,504	$0
Richard Penzer (President / Director)	$18,000	$0
Anita Penzer (Vice Pres / Director)	$0	$0
Michael Penzer (Vice Pres /Treasurer/ Ass')	$0	$0

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990-PF

Filed on Nov. 14, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$27,906,831

Expenses

$18,902

Net Income

$27,887,929

Net Assets

$27,892,693

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$27,709,094	99.3%
Interest Revenue	$43	0.0%
Dividends	$190	0.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,902	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	$27,892,693
Total Liabilities	$0
Net Assets	$27,892,693

Compensation

Key Employees and Officers	Compensation	Other
Anita Penzer (Vice Pres / Director)	$0	$0
Michael Penzer (Vice Pres /Treasurer/ Ass')	$0	$0
Ariel Penzer (Vice Pres / Director)	$0	$0
Richard Penzer (President / Director)	$0	$0
Jacki Penzer (Vice Pres /Secretary /Dire)	$0	$0
Jacob Penzer (Vice Pres / Director)	$0	$0

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990-PF

Filed on Nov. 13, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$9,266

Expenses

$8,838

Net Income

$428

Net Assets

$4,961

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,266	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,838	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	$4,961
Total Liabilities	$0
Net Assets	$4,961

Compensation

Key Employees and Officers	Compensation	Other
Anita Penzer (Vice Pres / Director)	$0	$0
Michael Penzer (Vice Pres /Treasurer/ Ass't Sec'y /Dir)	$0	$0
Ariel Penzer (Vice Pres / Director)	$0	$0
Richard Penzer (President / Director)	$0	$0
Jacki Penzer (Vice Pres /Secretary /Director)	$0	$0
Jacob Penzer (Vice Pres / Director)	$0	$0

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990-PF

Filed on July 18, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$600

Expenses

$1,146

Net Income

-$546

Net Assets

$4,533

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$600	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,146	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	$4,533
Total Liabilities	$0
Net Assets	$4,533

Compensation

Key Employees and Officers	Compensation	Other
Anita Penzer (President/ Director)	$0	$0
Michael Penzer (Director)	$0	$0
Ariel Penzer (Director)	$0	$0
Richard Penzer (Vice Pres /Treas /Director)	$0	$0
Jacki Penzer (Secretary/ Director)	$0	$0
Jacob Penzer (Director)	$0	$0

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990-PF

Filed on May 13, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$987

Expenses

$987

Net Income

Net Assets

$5,079

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$987	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$987	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	$5,079
Total Liabilities	$0
Net Assets	$5,079

Compensation

Key Employees and Officers	Compensation	Other
Anita Penzer (President/ Director)	$0	$0
Michael Penzer (Director)	$0	$0
Ariel Penzer (Director)	$0	$0
Richard Penzer (Vice Pres /Treas /Director)	$0	$0
Jacki Penzer (Secretary/ Director)	$0	$0

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990-PF

Filed on May 12, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$371

Expenses

$371

Net Income

Net Assets

$5,078

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$371	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$371	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	$5,079
Total Liabilities	$1
Net Assets	$5,078

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$4,500

Expenses

$4,363

Net Income

$137

Net Assets

$5,078

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,500	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,363	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	$5,079
Total Liabilities	$1
Net Assets	$5,078

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Jacob And Anita Penzer Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $867k (2023)

Expenses $1.76M (2023)

Total Assets $28.7M (2023)

Total Liabilities $58.7k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$867k (2023)

Expenses

$1.76M (2023)

Total Assets

$28.7M (2023)

Total Liabilities

$58.7k (2023)

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

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2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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