Skip to main content

Nonprofit · EIN 13-3217479

LISA WENDEL MEMORIAL FOUNDATION

Tax-exempt · ISELIN, NJ 08830

Financials

$1M$1.3M2023$2.2M$1.3M2024
Revenue Expenses · by fiscal year end
Financials of LISA WENDEL MEMORIAL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,249,730$1,289,466$960,264$4,505,952$0$4,505,952
December 31, 2023990-PF$1,046,559$1,294,503-$247,944$3,476,054$0$3,476,054
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$2,000,000
Dividends
$113,588
Net gain from sales of assets
$136,142

Expenses

Grants and similar amounts paid
$1,209,569
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,209,569
Excise tax on investment income
$2,361

Balance sheet and other

Total assets, start of year
$3,476,054
Total assets, end of year
$4,505,952
Total liabilities, end of year
$0
Net assets, end of year
$4,505,952
Fair market value of assets
$4,672,778
Qualifying distributions
$1,209,569
Net investment income
$249,731

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
GERALD WENDEL
2877 PARADISE ROAD PH 1902, LAS VEGAS, NV 89109
TRUSTEE0$0
DAVID DORFMAN
11387 APRICOT VALLEY DRIVE, BOYNTON BEACH, FL 33473
SUCCESSOR TRUSTEE0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
GERALD WENDEL
2877 PARADISE ROAD PH 1902, LAS VEGAS, NV 89109
TRUSTEE0$0
DAVID DORFMAN
404 GETTYSBURG DRIVE, WESTHAMPTON BEACH, NY 11978
SUCCESSOR TRUSTEE0$0

Address and contacts

Address (IRS master file)
555 ROUTE ONE SOUTH SUITE 300, ISELIN, NJ 08830-3100
In care of
% GERALD WENDEL
Signed the 990-PF
GERALD WENDEL, PRESIDENT
Phone
(732) 404-1860
Return prepared by
DORFMAN MIZRACH & THALER LLP

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
13-3217479
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
1984
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,505,952
Income (IRS master file)
$2,932,354

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,249,730$1,289,466$4,505,952XML
990-PFDecember 2023$1,046,559$1,294,503$3,476,054XML
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 13-3217479).

Questions about LISA WENDEL MEMORIAL FOUNDATION

What is the EIN of LISA WENDEL MEMORIAL FOUNDATION?
The employer identification number (EIN) of LISA WENDEL MEMORIAL FOUNDATION is 13-3217479.
Is LISA WENDEL MEMORIAL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to LISA WENDEL MEMORIAL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LISA WENDEL MEMORIAL FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LISA WENDEL MEMORIAL FOUNDATION 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 LISA WENDEL MEMORIAL FOUNDATION 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 LISA WENDEL MEMORIAL FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does LISA WENDEL MEMORIAL FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,249,730, expenses of $1,289,466 and total assets of $4,505,952 at year end.

Other nonprofits in ISELIN

All nonprofits in ISELIN · New Jersey