Nonprofit · EIN 13-3541932
JEFFREY DAVID WALERSTEIN FOUNDATION
Also known as WALERSTEIN RONALD M TTEE
Tax-exempt · WEST PALM BCH, FL 33401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $594,604 | $202,938 | $391,666 | $914,821 | $0 | $914,821 |
| December 31, 2024 | 990-PF | $55,647 | $201,750 | -$146,103 | $526,273 | $0 | $526,273 |
| December 31, 2023 | 990-PF | $21,230 | $481,450 | -$460,220 | $672,376 | $0 | $672,376 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $37,519
- Interest
- $4
- Net gain from sales of assets
- $557,081
Expenses
- Grants and similar amounts paid
- $200,000
- Disbursements for charitable purposes
- $200,000
- Excise tax on investment income
- $8,265
Balance sheet and other
- Total assets, start of year
- $526,273
- Total assets, end of year
- $914,821
- Total liabilities, end of year
- $0
- Net assets, end of year
- $914,821
- Fair market value of assets
- $1,822,898
- Qualifying distributions
- $200,000
- Net investment income
- $594,604
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GAIL T WALERSTEIN 445 DATURA STREET 719, WEST PALM BEACH, FL 33401 | Director | 1.5 | $0 |
| MARK J WALERSTEIN 5400 BROKEN SOUND BLVD NW 603, BOCA RATON, FL 33487 | Director | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GAIL T WALERSTEIN 445 DATURA STREET 719, WEST PALM BEACH, FL 33401 | Director | 1.5 | $0 |
| MARK J WALERSTEIN 5400 BROKEN SOUND BLVD NW 603, BOCA RATON, FL 33487 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GAIL T WALERSTEIN 445 DATURA STREET 719, WEST PALM BEACH, FL 33401 | Director | 1.5 | $80,000 |
| MARK J WALERSTEIN 5400 BROKEN SOUND BLVD NW 603, BOCA RATON, FL 33487 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 445 DATURA ST APT 719, WEST PALM BCH, FL 33401-5496
- Signed the 990-PF
- GAIL T WALERSTEIN, Director
- Phone
- (845) 269-0109
- Return prepared by
- RIOS & MCGARRIGLE LLC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3541932
- 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
- 1990
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $914,821
- Income (IRS master file)
- $874,050
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $594,604 | $202,938 | $914,821 | IRS |
| 990-PF | December 2024 | $55,647 | $201,750 | $526,273 | IRS |
| 990-PF | December 2023 | $21,230 | $481,450 | $672,376 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 13-3541932).
Questions about JEFFREY DAVID WALERSTEIN FOUNDATION
- What is the EIN of JEFFREY DAVID WALERSTEIN FOUNDATION?
- The employer identification number (EIN) of JEFFREY DAVID WALERSTEIN FOUNDATION is 13-3541932.
- Is JEFFREY DAVID WALERSTEIN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to JEFFREY DAVID WALERSTEIN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JEFFREY DAVID WALERSTEIN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JEFFREY DAVID WALERSTEIN FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JEFFREY DAVID WALERSTEIN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JEFFREY DAVID WALERSTEIN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does JEFFREY DAVID WALERSTEIN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $594,604, expenses of $202,938 and total assets of $914,821 at year end.
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