Nonprofit · EIN 36-7521570
WAYNE AND SHARON WELLMAN FAM FOUNDATION
Also known as WAYNE H & SHARON W WELLMAN CO TTEE
Tax-exempt · BONITA SPGS, FL 34134
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $47,980 | $58,010 | -$10,030 | $743,623 | $0 | $743,623 |
| December 31, 2024 | 990-PF | $197,723 | $45,874 | $151,849 | $696,801 | $0 | $696,801 |
| December 31, 2023 | 990-PF | $87,987 | $45,813 | $42,174 | $647,231 | $0 | $647,231 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $13,497
- Interest
- $2,587
- Net gain from sales of assets
- $31,896
Expenses
- Grants and similar amounts paid
- $51,136
- Disbursements for charitable purposes
- $51,136
- Excise tax on investment income
- $571
Balance sheet and other
- Total assets, start of year
- $696,801
- Total assets, end of year
- $743,623
- Total liabilities, end of year
- $0
- Net assets, end of year
- $743,623
- Fair market value of assets
- $743,623
- Qualifying distributions
- $51,136
- Net investment income
- $47,980
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 |
|---|---|---|---|
| WAYNE H WELLMAN 26072 FAWNWOOD CT, BONITA SPRINGS, FL 34134 | TRUSTEE | 0 | $0 |
| SHARON WELLMAN 26072 FAWNWOOD CT, BONITA SPRINGS, FL 34134 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WAYNE H WELLMAN 26072 FAWNWOOD CT, BONITA SPRINGS, FL 34134 | TRUSTEE | 2 | $0 |
| SHARON WELLMAN 26072 FAWNWOOD CT, BONITA SPRINGS, FL 34134 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WAYNE H WELLMAN 26072 FAWNWOOD CT, BONITA SPRINGS, FL 34134 | TRUSTEE | 2 | $0 |
| SHARON WELLMAN 26072 FAWNWOOD CT, BONITA SPRINGS, FL 34134 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 26072 FAWNWOOD CT, BONITA SPGS, FL 34134-8690
- In care of
- % JONATHAN W MICHAEL
- Signed the 990-PF
- WAYNE H WELLMAN, TRUSTEE
- Phone
- (773) 401-2052
- Return prepared by
- PROFESSIONAL ACCOUNTING SERVICES PLLC
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
- 36-7521570
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $743,623
- Income (IRS master file)
- $380,632
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $47,980 | $58,010 | $743,623 | IRS |
| 990-PF | December 2024 | $197,723 | $45,874 | $696,801 | IRS |
| 990-PF | December 2023 | $87,987 | $45,813 | $647,231 | XML |
| 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 36-7521570).
Questions about WAYNE AND SHARON WELLMAN FAM FOUNDATION
- What is the EIN of WAYNE AND SHARON WELLMAN FAM FOUNDATION?
- The employer identification number (EIN) of WAYNE AND SHARON WELLMAN FAM FOUNDATION is 36-7521570.
- Is WAYNE AND SHARON WELLMAN FAM FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to WAYNE AND SHARON WELLMAN FAM FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WAYNE AND SHARON WELLMAN FAM FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WAYNE AND SHARON WELLMAN FAM 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 WAYNE AND SHARON WELLMAN FAM 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 WAYNE AND SHARON WELLMAN FAM FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does WAYNE AND SHARON WELLMAN FAM FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $47,980, expenses of $58,010 and total assets of $743,623 at year end.
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