Nonprofit · EIN 46-1335746
WERLER FAMILY CHARITABLE FOUNDATION
Tax-exempt · MELROSE, MA 02176
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $166,532 | $163,150 | $3,382 | $2,185,109 | $0 | $2,185,109 |
| December 31, 2023 | 990-PF | $98,034 | $169,629 | -$71,595 | $2,145,153 | $0 | $2,145,153 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $66,698
- Net gain from sales of assets
- $99,834
Expenses
- Grants and similar amounts paid
- $143,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $145,038
- Excise tax on investment income
- $2,075
Balance sheet and other
- Total assets, start of year
- $2,145,153
- Total assets, end of year
- $2,185,109
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,185,109
- Fair market value of assets
- $2,185,109
- Qualifying distributions
- $145,038
- Net investment income
- $166,532
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY WERLER 192 E EMERSON STREET, MELROSE, MA 02176 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY WERLER 192 E EMERSON STREET, MELROSE, MA 02176 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 192 E EMERSON ST, MELROSE, MA 02176-3536
- Signed the 990-PF
- MARY WERLER, TRUSTEE
- Phone
- (617) 894-4899
- Return prepared by
- CLIFTONLARSONALLEN 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not 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
- 46-1335746
- 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
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,185,109
- Income (IRS master file)
- $550,576
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $166,532 | $163,150 | $2,185,109 | XML |
| 990-PF | December 2023 | $98,034 | $169,629 | $2,145,153 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 46-1335746).
Questions about WERLER FAMILY CHARITABLE FOUNDATION
- What is the EIN of WERLER FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of WERLER FAMILY CHARITABLE FOUNDATION is 46-1335746.
- Is WERLER FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to WERLER FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WERLER FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WERLER 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 WERLER 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 WERLER FAMILY CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does WERLER FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $166,532, expenses of $163,150 and total assets of $2,185,109 at year end.
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