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Nonprofit · EIN 33-0937768

WARNE FAMILY CHARITABLE FOUNDATION

Tax-exempt · IRVINE, CA 92612

Financials

$108K$2M2023$714K$1.3M2024
Revenue Expenses · by fiscal year end
Financials of WARNE FAMILY CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$713,902$1,346,915-$633,013$26,580,358$0$26,580,358
December 31, 2023990-PF$108,113$2,011,323-$1,903,210$25,832,956$0$25,832,956
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$577,287
Interest
$149,055
Net gain from sales of assets
-$14,514
Other income
$2,074

Expenses

Grants and similar amounts paid
$1,209,998
Disbursements for charitable purposes
$1,209,998
Excise tax on investment income
$7,619

Balance sheet and other

Total assets, start of year
$25,832,956
Total assets, end of year
$26,580,358
Total liabilities, end of year
$0
Net assets, end of year
$26,580,358
Fair market value of assets
$26,580,358
Qualifying distributions
$1,209,998
Net investment income
$728,416

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
ROBERT ERAUTT
18101 VON KARMAN AVE STE 700, IRVINE, CA 92612
Director1$0
THOMAS H WARNE
18101 VON KARMAN AVE 700, IRVINE, CA 92612
Director1$0
RON LEVESQUE
18101 VON KARMAN AVE 700, IRVINE, CA 92612
President/Direc1$0
JULIE ROBERTS
18101 VON KARMAN AVE 700, IRVINE, CA 92612
Treasurer/Dir.1$0
VICKI ERAUTT
18101 VON KARMAN AVE 750, IRVINE, CA 92612
SEC/Director1$0
MICHAEL ROBERTS
18101 VON KARMAN AVE STE 700, IRVINE, CA 92612
Director1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
SHANE YATES
18101 VON KARMAN AVE 750, IRVINE, CA 92612
Director/Sec.1$0
THOMAS H WARNE
18101 VON KARMAN AVE 750, IRVINE, CA 92612
Director1$0
RON LEVESQUE
18101 VON KARMAN AVE 750, IRVINE, CA 92612
President/Direc1$0
JULIE ROBERTS
18101 VON KARMAN AVE 750, IRVINE, CA 92612
Treasurer/Dir.1$0
VICKI ERAUTT
18101 VON KARMAN AVE 750, IRVINE, CA 92612
VP/Director1$0

Address and contacts

Address (IRS master file)
18101 VON KARMAN AVE STE 700, IRVINE, CA 92612-0145
In care of
% MIRIAM WARNE
Signed the 990-PF
RON LEVESQUE, President/Direc
Phone
(949) 476-0300
Return prepared by
David W Syme CPA

California records

California keeps its own records of charities and corporations. Search them by EIN 33-0937768 or by the name WARNE FAMILY CHARITABLE 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
33-0937768
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
2001
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$26,580,358
Income (IRS master file)
$13,572,651

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$713,902$1,346,915$26,580,358IRS
990-PFDecember 2023$108,113$2,011,323$25,832,956XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 33-0937768).

Questions about WARNE FAMILY CHARITABLE FOUNDATION

What is the EIN of WARNE FAMILY CHARITABLE FOUNDATION?
The employer identification number (EIN) of WARNE FAMILY CHARITABLE FOUNDATION is 33-0937768.
Is WARNE FAMILY CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to WARNE FAMILY CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WARNE FAMILY CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WARNE 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 WARNE 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 WARNE FAMILY CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does WARNE FAMILY CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $713,902, expenses of $1,346,915 and total assets of $26,580,358 at year end.

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