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Nonprofit · EIN 39-1948292

RONALD & JOYCE WANEK FOUNDATION LTD

Tax-exempt · TAMPA, FL 33605

Financials

$45.6M$5.2M2023$5.4M$10.6M2024
Revenue Expenses · by fiscal year end
Financials of RONALD & JOYCE WANEK FOUNDATION LTD by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$5,445,574$10,567,001-$5,121,427$92,761,427$62,559$92,698,868
December 31, 2023990-PF$45,632,873$5,186,424$40,446,449$97,692,820$46,661$97,646,159
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$1,497,147
Interest
$959,400
Net gain from sales of assets
$1,979,448
Other income
$1,009,579

Expenses

Grants and similar amounts paid
$10,183,022
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$10,183,022
Excise tax on investment income
$69,079

Balance sheet and other

Total assets, start of year
$97,692,820
Total assets, end of year
$92,761,427
Total liabilities, end of year
$62,559
Net assets, end of year
$92,698,868
Fair market value of assets
$114,800,985
Qualifying distributions
$10,183,022
Net investment income
$5,262,909

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
RONALD G WANEK
1600 E 8TH AVENUE, SUITE A210, TAMPA, FL 33605
DIRECTOR/PRESIDENT4$0
JOYCE A WANEK
1600 E 8TH AVENUE, SUITE A210, TAMPA, FL 33605
DIRECTOR2$0
TODD R WANEK
1600 E 8TH AVENUE, SUITE A210, TAMPA, FL 33605
DIRECTOR2$0
SHARI S WAGNER
1600 E 8TH AVENUE, SUITE A210, TAMPA, FL 33605
DIRECTOR2$0
KATI S WANEK-FORSYTHE
1600 E 8TH AVENUE, SUITE A210, TAMPA, FL 33605
DIRECTOR2$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
RONALD G WANEK
1600 E 8TH AVENUE SUITE A210, TAMPA, FL 33605
DIRECTOR/PRESIDENT4$0
JOYCE A WANEK
1600 E 8TH AVENUE SUITE A210, TAMPA, FL 33605
DIRECTOR2$0
TODD R WANEK
1600 E 8TH AVENUE SUITE A210, TAMPA, FL 33605
DIRECTOR2$0
SHARI S WAGNER
1600 E 8TH AVENUE SUITE A210, TAMPA, FL 33605
DIRECTOR2$0
KATI S WANEK-FORSYTHE
1600 E 8TH AVENUE SUITE A210, TAMPA, FL 33605
DIRECTOR2$0

Address and contacts

Address (IRS master file)
1600 E 8TH AVENUE SUITE A210, TAMPA, FL 33605-3737
In care of
% ROBERT FORSYTHE
Signed the 990-PF
RONALD WANEK, DIRECTOR/PRESIDENT
Phone
(813) 515-4566
Return prepared by
ERNST & YOUNG US 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
39-1948292
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
2000
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$92,761,427
Income (IRS master file)
$17,763,811

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$5,445,574$10,567,001$92,761,427XML
990-TDecember 2024–––IRS
990-PFDecember 2023$45,632,873$5,186,424$97,692,820XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 39-1948292).

Questions about RONALD & JOYCE WANEK FOUNDATION LTD

What is the EIN of RONALD & JOYCE WANEK FOUNDATION LTD?
The employer identification number (EIN) of RONALD & JOYCE WANEK FOUNDATION LTD is 39-1948292.
Is RONALD & JOYCE WANEK FOUNDATION LTD tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to RONALD & JOYCE WANEK FOUNDATION LTD tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RONALD & JOYCE WANEK FOUNDATION LTD file?
Form 990-PF. Private foundations file every year.
When is the next return of RONALD & JOYCE WANEK FOUNDATION LTD 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 RONALD & JOYCE WANEK FOUNDATION LTD 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 RONALD & JOYCE WANEK FOUNDATION LTD?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does RONALD & JOYCE WANEK FOUNDATION LTD have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,445,574, expenses of $10,567,001 and total assets of $92,761,427 at year end.

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