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Nonprofit · EIN 13-6028813

JOHN L AND SUE ANN WEINBERG FDN

Tax-exempt · NEW YORK, NY 10008

Financials

$4.6M$4M2023$14M$1.6M2024
Revenue Expenses · by fiscal year end
Financials of JOHN L AND SUE ANN WEINBERG FDN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$14,001,541$1,643,440$12,358,101$60,256,926$40,000$60,216,926
December 31, 2023990-PF$4,577,779$3,977,991$599,788$50,048,122$40,000$50,008,122
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$2,541,565
Dividends
$1,652,437
Interest
$34,790
Net gain from sales of assets
$8,976,720
Other income
$796,029

Expenses

Grants and similar amounts paid
$1,161,432
Compensation of officers, directors and key employees
$67,003
Disbursements for charitable purposes
$1,282,361
Excise tax on investment income
$154,483

Balance sheet and other

Total assets, start of year
$50,048,122
Total assets, end of year
$60,256,926
Total liabilities, end of year
$40,000
Net assets, end of year
$60,216,926
Fair market value of assets
$93,057,391
Qualifying distributions
$1,282,361
Net investment income
$11,459,976

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
JEAN WEINBERG ROSE
Church Street Station PO Box 3557, New York, NY 100083557
TRUSTEE1$52,002
SUE ANN WEINBERG
Church Street Station PO Box 3557, New York, NY 100083557
TRUSTEE1$15,001
ELIZABETH WEINBERG SMITH
Church Street Station PO Box 3557, New York, NY 100083557
TRUSTEE1$0
JOHN S WEINBERG
70 FIELD POINT CIRCLE, GREENWICH, CT 06830
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JEAN WEINBERG ROSE
70 FIELD POINT CIRCLE, GREENWICH, CT 06830
TRUSTEE1$52,000
SUE ANN WEINBERG
70 FIELD POINT CIRCLE, GREENWICH, CT 06830
TRUSTEE1$15,000
JOHN S WEINBERG
70 FIELD POINT CIRCLE, GREENWICH, CT 06830
TRUSTEE1$0
ELIZABETH WEINBERG SMITH
70 FIELD POINT CIRCLE, GREENWICH, CT 06830
TRUSTEE1$0

Address and contacts

Address (IRS master file)
3557 PO BOX CHURCH ST STATION, NEW YORK, NY 10008-0000
In care of
% ERNST & YOUNG US LLP
Signed the 990-PF
SUE ANN WEINBERG, TRUSTEE
Phone
(212) 773-3000
Return prepared by
ERNST & YOUNG US 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
13-6028813
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
1960
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$60,256,926
Income (IRS master file)
$26,540,387

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$14,001,541$1,643,440$60,256,926XML
990-PFDecember 2023$4,577,779$3,977,991$50,048,122XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 13-6028813).

Questions about JOHN L AND SUE ANN WEINBERG FDN

What is the EIN of JOHN L AND SUE ANN WEINBERG FDN?
The employer identification number (EIN) of JOHN L AND SUE ANN WEINBERG FDN is 13-6028813.
Is JOHN L AND SUE ANN WEINBERG FDN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
Are donations to JOHN L AND SUE ANN WEINBERG FDN tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN L AND SUE ANN WEINBERG FDN file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN L AND SUE ANN WEINBERG FDN 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 JOHN L AND SUE ANN WEINBERG FDN 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 JOHN L AND SUE ANN WEINBERG FDN?
The 990-PF for the year ended December 31, 2024 lists 4 people; 2 received compensation from the organization, the highest $52,002 (JEAN WEINBERG ROSE, TRUSTEE).
How much revenue does JOHN L AND SUE ANN WEINBERG FDN have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $14,001,541, expenses of $1,643,440 and total assets of $60,256,926 at year end.

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