Nonprofit · EIN 33-0867311
WILLIAM & DEBRA GERSHEN FOUNDATION
Tax-exempt · CARLSBAD, CA 92010
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $153,761 | $84,319 | $69,442 | $275,744 | $0 | $275,744 |
| December 31, 2024 | 990-PF | $153,421 | $88,255 | $65,166 | $206,302 | $0 | $206,302 |
| December 31, 2023 | 990-PF | $3,249 | $74,175 | -$70,926 | $141,136 | $0 | $141,136 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $150,000
- Dividends
- $2,380
- Interest
- $1,381
Expenses
- Grants and similar amounts paid
- $84,000
- Disbursements for charitable purposes
- $84,075
- Excise tax on investment income
- $49
Balance sheet and other
- Total assets, start of year
- $206,302
- Total assets, end of year
- $275,744
- Total liabilities, end of year
- $0
- Net assets, end of year
- $275,744
- Fair market value of assets
- $581,730
- Qualifying distributions
- $84,075
- Net investment income
- $3,761
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 |
|---|---|---|---|
| WILLIAM M GERSHEN PO BOX 8035, RANCHO SANTA FE, CA 92067 | PRES/TRUSTEE | 1 | $0 |
| MICHAEL HARRISON PO BOX 5000 PMB23, RANCHO SANTA FE, CA 92067 | CFO/TRUSTEE | 0 | $0 |
| HERBERT P SYDNEY 65 WINDMILL ROAD, ARMONK, NY 10504 | SEC/TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM M GERSHEN PO BOX 8035, RANCHO SANTA FE, CA 92067 | PRES/TRUSTEE | 0 | $0 |
| MICHAEL HARRISON PO BOX 5000 PMB23, RANCHO SANTA FE, CA 92067 | CFO/TRUSTEE | 0 | $0 |
| HERBERT P SYDNEY 65 WINDMILL ROAD, ARMONK, NY 10504 | SEC/TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM M GERSHEN PO BOX 8035, RANCHO SANTA FE, CA 92067 | PRES/TRUSTEE | 0 | $0 |
| MICHAEL HARRISON PO BOX 5000 PMB23, RANCHO SANTA FE, CA 92067 | CFO/TRUSTEE | 0 | $0 |
| HERBERT P SYDNEY 65 WINDMILL ROAD, ARMONK, NY 10504 | SEC/TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2440 IMPALA DR, CARLSBAD, CA 92010-7226
- In care of
- % SIDNEY SEIF & AMSTER
- Signed the 990-PF
- WILLIAM M GERSHEN, PRES/TRUSTEE
- Phone
- (800) 433-1334
- Return prepared by
- SYDNEY AMSTER GREEN & HOROWITZ PLLC
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0867311 or by the name WILLIAM & DEBRA GERSHEN FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 33-0867311
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $275,744
- Income (IRS master file)
- $153,761
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $153,761 | $84,319 | $275,744 | XML |
| 990-PF | December 2024 | $153,421 | $88,255 | $206,302 | XML |
| 990-PF | December 2023 | $3,249 | $74,175 | $141,136 | IRS |
| 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 33-0867311).
Questions about WILLIAM & DEBRA GERSHEN FOUNDATION
- What is the EIN of WILLIAM & DEBRA GERSHEN FOUNDATION?
- The employer identification number (EIN) of WILLIAM & DEBRA GERSHEN FOUNDATION is 33-0867311.
- Is WILLIAM & DEBRA GERSHEN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to WILLIAM & DEBRA GERSHEN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM & DEBRA GERSHEN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM & DEBRA GERSHEN 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 WILLIAM & DEBRA GERSHEN 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 WILLIAM & DEBRA GERSHEN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does WILLIAM & DEBRA GERSHEN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $153,761, expenses of $84,319 and total assets of $275,744 at year end.
Other nonprofits in CARLSBAD
- GUEST HOUSE MINISTRIES FOUNDATION INC EIN 91-2167994 · last filed 990-PF for 2025
- KISCO CARES FOUNDATION EIN 27-2239057 · last filed 990-PF for 2024
- CALIFORNIA FOUNDATION FOR STRONGER COMMUNITIES EIN 20-1508498 · last filed 990 for 2025
- BERNARD G AND RHODA G SARNAT FAMILY FOUNDATION-GERARD SARNAT EIN 20-1004478 · last filed 990-PF for 2025
- JAMES P PREVITI CHARITABLE FUND EIN 88-2839886 · last filed 990-PF for 2025
- CAMERON FAMILY FOUNDATION EIN 81-0905410 · last filed 990-PF for 2025
- BERGELECTRIC CHARITABLE FOUNDATION EIN 45-5082239 · last filed 990-PF for 2025
- WILLIAM HALL TIPPETT AND RUTH RATHELL TIPPETT FOUNDATION EIN 33-0903811 · last filed 990-PF for 2025
All nonprofits in CARLSBAD · California · Philanthropy, voluntarism and grantmaking foundations