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Nonprofit · EIN 34-6526411

SOUTH WAITE FOUNDATION

Tax-exempt · BROOKLYN, OH 44144

Financials

$96K$166K2023$391K$170K2024$226K$211K2025
Revenue Expenses · by fiscal year end
Financials of SOUTH WAITE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$225,917$210,553$15,364$2,766,851$0$2,766,851
December 31, 2024990-PF$391,346$170,250$221,096$2,751,541$0$2,751,541
December 31, 2023990-PF$96,491$166,268-$69,777$2,530,577$0$2,530,577
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$97,413
Net gain from sales of assets
$128,504

Expenses

Grants and similar amounts paid
$183,000
Disbursements for charitable purposes
$184,250
Excise tax on investment income
$2,931

Balance sheet and other

Total assets, start of year
$2,751,541
Total assets, end of year
$2,766,851
Total liabilities, end of year
$0
Net assets, end of year
$2,766,851
Fair market value of assets
$3,968,584
Qualifying distributions
$184,250
Net investment income
$225,746

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
JESSICA H ROSNER
127 PUBLIC SQUARE, CLEVELAND, OH 44114
SECRETARY1$0
MARGUERITE SHERWIN
138 HOLLY LN, SOUTH RUSSELL, OH 44022
PRESIDENT1$0
PAMELA S ZALBA
279 HICKORY HILL RD, CHAGRIN FALLS, OH 44022
VICE PRESIDENT1$0
FRANCIS McINTOSH SHERWIN II
2940 FALMOUTH RD, SHAKER HEIGHTS, OH 44122
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
JESSICA H ROSNER
127 PUBLIC SQUARE, CLEVELAND, OH 44114
SECRETARY1$0
MARGUERITE SHERWIN
138 HOLLY LN, SOUTH RUSSELL, OH 44022
PRESIDENT1$0
PAMELA S ZALBA
279 HICKORY HILL RD, CHAGRIN FALLS, OH 44022
VICE PRESIDENT1$0
FRANCIS McINTOSH SHERWIN II
2940 FALMOUTH RD, SHAKER HEIGHTS, OH 44122
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JESSICA H ROSNER
127 PUBLIC SQUARE, CLEVELAND, OH 44114
SECRETARY1$0
MARGUERITE SHERWIN
138 HOLLY LN, SOUTH RUSSELL, OH 44022
PRESIDENT1$0
PAMELA S ZALBA
279 HICKORY HILL RD, CHAGRIN FALLS, OH 44022
VICE PRESIDENT1$0
FRANCIS McINTOSH SHERWIN II
2940 FALMOUTH RD, SHAKER HEIGHTS, OH 44122
TRUSTEE1$0

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% KEYBANK NATIONAL ASSOCIATION
Signed the 990-PF
TRUSTEE, -
Phone
(216) 689-8989
Return prepared by
PWC US 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
34-6526411
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
1954
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,766,851
Income (IRS master file)
$589,407

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$225,917$210,553$2,766,851XML
990-PFDecember 2024$391,346$170,250$2,751,541XML
990-PFDecember 2023$96,491$166,268$2,530,577XML
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 34-6526411).

Questions about SOUTH WAITE FOUNDATION

What is the EIN of SOUTH WAITE FOUNDATION?
The employer identification number (EIN) of SOUTH WAITE FOUNDATION is 34-6526411.
Is SOUTH WAITE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
Are donations to SOUTH WAITE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SOUTH WAITE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SOUTH WAITE 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 SOUTH WAITE 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 SOUTH WAITE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does SOUTH WAITE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $225,917, expenses of $210,553 and total assets of $2,766,851 at year end.

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