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Nonprofit · EIN 33-0930732

THE ROY J SHLEMON FOUNDATION

Tax-exempt · NEWPORT BEACH, CA 92659

Financials

$29K$110K2023$394K$168K2024$333K$228K2025
Revenue Expenses · by fiscal year end
Financials of THE ROY J SHLEMON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$332,601$227,906$104,695$2,801,465$0$2,801,465
December 31, 2024990-PF$393,577$167,837$225,740$2,076,254$0$2,076,254
December 31, 2023990-PF$29,062$110,375-$81,313$1,748,616$0$1,748,616
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$290,572
Dividends
$41,903
Interest
$126

Expenses

Grants and similar amounts paid
$223,750

Balance sheet and other

Total assets, start of year
$2,076,254
Total assets, end of year
$2,801,465
Total liabilities, end of year
$0
Net assets, end of year
$2,801,465
Fair market value of assets
$2,804,505

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.

NameTitleHours / weekCompensation
ROBERT ROTSTAN JR
PO BOX 3066, NEWPORT BEACH, CA 92659
TREASURER10$0
ROY J SHLEMON
PO BOX 3066, NEWPORT BEACH, CA 92659
PRESIDENT1$0
RICHARD J HARRIS
PO BOX 3066, NEWPORT BEACH, CA 92660
SECRETARY1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
ROBERT ROTSTAN JR
PO BOX 3066, NEWPORT BEACH, CA 92659
TREASURER10$0
ROY J SHLEMON
PO BOX 3066, NEWPORT BEACH, CA 92659
PRESIDENT1$0
RICHARD J HARRIS
PO BOX 3066, NEWPORT BEACH, CA 92660
SECRETARY1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
ROBERT ROTSTAN JR
PO BOX 3066, NEWPORT BEACH, CA 92659
TREASURER10$0
ROY J SHLEMON
PO BOX 3066, NEWPORT BEACH, CA 92659
PRESIDENT1$0
RICHARD J HARRIS
PO BOX 3066, NEWPORT BEACH, CA 92660
SECRETARY1$0

Address and contacts

Address (IRS master file)
PO BOX 3066, NEWPORT BEACH, CA 92659-0620
In care of
% ROY J SHLEMON
Signed the 990-PF
ROY J SHLEMON, ROY J SHLEMON
Phone
(949) 244-3860
Return prepared by
Richard J Harris CPA

California records

California keeps its own records of charities and corporations. Search them by EIN 33-0930732 or by the name THE ROY J SHLEMON FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
33-0930732
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
2002
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,801,465
Income (IRS master file)
$332,601

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$332,601$227,906$2,801,465XML
990-PFDecember 2024$393,577$167,837$2,076,254XML
990-PFDecember 2023$29,062$110,375$1,748,616XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 33-0930732).

Questions about THE ROY J SHLEMON FOUNDATION

What is the EIN of THE ROY J SHLEMON FOUNDATION?
The employer identification number (EIN) of THE ROY J SHLEMON FOUNDATION is 33-0930732.
Is THE ROY J SHLEMON FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to THE ROY J SHLEMON FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE ROY J SHLEMON FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE ROY J SHLEMON 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 THE ROY J SHLEMON 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 THE ROY J SHLEMON FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does THE ROY J SHLEMON FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $332,601, expenses of $227,906 and total assets of $2,801,465 at year end.

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