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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 22-3247037

THE WEGMAN FAMILY CHARITABLE FOUNDATION

Tax-exempt · ROCHESTER, NY 14603

Financials

$298K$774K2023$942K$2.1M2024
Revenue Expenses · by fiscal year end
Financials of THE WEGMAN FAMILY CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$941,789$2,072,875-$1,131,086$15,212,986$0$15,212,986
December 31, 2023990-PF$298,431$774,049-$475,618$15,393,726$0$15,393,726
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$438,779
Net gain from sales of assets
$374,552
Other income
$128,458

Expenses

Grants and similar amounts paid
$1,999,500
Disbursements for charitable purposes
$2,030,335
Excise tax on investment income
$12,515

Balance sheet and other

Total assets, start of year
$15,393,726
Total assets, end of year
$15,212,986
Total liabilities, end of year
$0
Net assets, end of year
$15,212,986
Fair market value of assets
$15,212,986
Qualifying distributions
$2,030,335
Net investment income
$941,789

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
DANIEL R WEGMAN
1500 BROOKS AVE PO BOX 30844, ROCHESTER, NY 14603
PRESIDENT, DIRECTOR, CHAIRMAN1$0
COLLEEN J WEGMAN
1500 BROOKS AVE PO BOX 30844, ROCHESTER, NY 14603
VP, DIRECTOR, TREASURER1$0
NICOLE WEGMAN
1500 BROOKS AVE PO BOX 30844, ROCHESTER, NY 14603
VP, DIRECTOR1$0
ERIN HEINTZ
1500 BROOKS AVE PO BOX 30844, ROCHESTER, NY 14603
SECRETARY1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
DANIEL R WEGMAN
1500 BROOKS AVE PO BOX 30844, ROCHESTER, NY 14603
PRESIDENT, DIRECTOR, CHAIRMAN1$0
COLLEEN J WEGMAN
1500 BROOKS AVE PO BOX 30844, ROCHESTER, NY 14603
VP, DIRECTOR, TREASURER1$0
NICOLE WEGMAN
1500 BROOKS AVE PO BOX 30844, ROCHESTER, NY 14603
VP, DIRECTOR1$0
STEPHEN R VAN ARSDALE
1500 BROOKS AVE PO BOX 30844, ROCHESTER, NY 14603
SECRETARY (THRU 12/31/2023)1$0
ERIN HEINTZ
1500 BROOKS AVE PO BOX 30844, ROCHESTER, NY 14603
SECRETARY (BEG. 01/01/2024)1$0

Address and contacts

Address (IRS master file)
PO BOX 30844, ROCHESTER, NY 14603-0844
In care of
% PAUL S SPERANZA JR
Signed the 990-PF
ERIN HEINTZ, SECRETARY
Phone
(585) 328-2550
Return prepared by
DELOITTE TAX 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
22-3247037
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
1993
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$15,212,986
Income (IRS master file)
$4,114,819

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$941,789$2,072,875$15,212,986XML
990-PFDecember 2023$298,431$774,049$15,393,726XML
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 22-3247037).

Questions about THE WEGMAN FAMILY CHARITABLE FOUNDATION

What is the EIN of THE WEGMAN FAMILY CHARITABLE FOUNDATION?
The employer identification number (EIN) of THE WEGMAN FAMILY CHARITABLE FOUNDATION is 22-3247037.
Is THE WEGMAN FAMILY CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to THE WEGMAN FAMILY CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE WEGMAN FAMILY CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE WEGMAN FAMILY CHARITABLE 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 THE WEGMAN FAMILY CHARITABLE 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 THE WEGMAN FAMILY CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does THE WEGMAN FAMILY CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $941,789, expenses of $2,072,875 and total assets of $15,212,986 at year end.

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