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Nonprofit · EIN 11-6003595

J WEINSTEIN FOUNDATION INC

Tax-exempt · CARMEL, NY 10512

Financials

$350K$273K2023$61K$247K2024
Revenue Expenses · by fiscal year end
Financials of J WEINSTEIN FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$61,025$246,760-$185,735$1,951,539$0$1,951,539
December 31, 2023990-PF$350,289$272,550$77,739$2,137,274$0$2,137,274
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$150,000
Dividends
$73,789
Interest
$333
Net gain from sales of assets
-$163,097

Expenses

Grants and similar amounts paid
$243,300
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$243,300
Excise tax on investment income
$982

Balance sheet and other

Total assets, start of year
$2,137,274
Total assets, end of year
$1,951,539
Total liabilities, end of year
$0
Net assets, end of year
$1,951,539
Fair market value of assets
$6,771,555
Qualifying distributions
$243,300
Net investment income
$74,122

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
GAIL KOSTER
ROCKRIDGE FARM 961 ROUTE 52, CARMEL, NY 10512
VP/DIR1$0
LLOYD J SHULMAN
ROCKRIDGE FARM 961 ROUTE 52, CARMEL, NY 10512
PRES./DIR2$0
SALVATORE CAPPUZZO
ROCKRIDGE FARM 961 ROUTE 52, CARMEL, NY 10512
SEC/TRES2$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
GAIL KOSTER
ROCKRIDGE FARM 961 ROUTE 52, CARMEL, NY 10512
VP/DIR1$0
LLOYD J SHULMAN
ROCKRIDGE FARM 961 ROUTE 52, CARMEL, NY 10512
PRES./DIR2$0
SALVATORE CAPPUZZO
ROCKRIDGE FARM 961 ROUTE 52, CARMEL, NY 10512
SEC/TRES2$0

Address and contacts

Address (IRS master file)
ROCKRIDGE FARM 961 ROUTE 52, CARMEL, NY 10512-0000
Signed the 990-PF
LLOYD SHULMAN, DIRECTOR
Phone
(845) 225-7647
Return prepared by
GRASSI & CO CPA'S 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
11-6003595
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
1949
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,951,539
Income (IRS master file)
$335,050

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$61,025$246,760$1,951,539IRS
990-PFDecember 2023$350,289$272,550$2,137,274XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 11-6003595).

Questions about J WEINSTEIN FOUNDATION INC

What is the EIN of J WEINSTEIN FOUNDATION INC?
The employer identification number (EIN) of J WEINSTEIN FOUNDATION INC is 11-6003595.
Is J WEINSTEIN FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1949.
Are donations to J WEINSTEIN FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does J WEINSTEIN FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of J WEINSTEIN FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did J WEINSTEIN FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of J WEINSTEIN FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does J WEINSTEIN FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $61,025, expenses of $246,760 and total assets of $1,951,539 at year end.

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