Nonprofit · EIN 68-0484330
WEALTHNET CHARITABLE GIFT FUND
Tax-exempt · SAN RAFAEL, CA 94903
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $601,558 | $625,850 | -$24,292 | $4,634,066 | $0 | $4,634,066 |
| October 31, 2024 | 990 | $906,839 | $309,650 | $597,189 | $4,545,397 | $0 | $4,545,397 |
| October 31, 2023 | 990 | $797,240 | $545,530 | $251,710 | $4,254,547 | $0 | $4,254,547 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $286,392
- Program service revenue
- $0
- Investment income
- $315,166
- Net gain from sales of assets
- $315,166
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $541,600
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $40,000
- Program services (functional)
- $84,250
Balance sheet and other
- Total assets, start of year
- $4,545,397
- Total assets, end of year
- $4,634,066
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,634,066
- Publicly traded securities
- $4,569,516
- Net assets without donor restrictions
- $4,634,066
- Gross receipts
- $601,558
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2001
- State of legal domicile
- CA
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 for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mr Robert Margetic | President Trustee or director | 10 | $0 |
990 for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mr Robert Margetic | President Trustee or director | 10 | $0 |
990 for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert Margetic | President Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 165 N REDWOOD DR STE 170, SAN RAFAEL, CA 94903-4302
- In care of
- % ROBERT MARGETIC
- Principal officer (990 for 2024)
- Robert Margetic, 165 N REDWOOD DR STE 170, SAN RAFAEL, CA 949034302
- Signed the 990
- Robert Margetic, President
- Phone
- (415) 699-2982
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0484330 or by the name WEALTHNET CHARITABLE GIFT FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Donor advised fund. Collect donations from individuals and make grants from those individuals to qualified 501c3 charities.
Program accomplishments
- Organization makes grants at the request of the donor to qualified 501c charities.0
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990 on file |
IRS record
- EIN
- 68-0484330
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2002
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $4,634,066
- Income (IRS master file)
- $601,558
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $601,558 | $625,850 | $4,634,066 | XML |
| 990 | October 2024 | $906,839 | $309,650 | $4,545,397 | XML |
| 990 | October 2023 | $797,240 | $545,530 | $4,254,547 | XML |
| 990 | October 2022 | $854,290 | $623,070 | $4,714,850 | IRS |
| 990 | October 2021 | – | – | – | IRS |
| 990 | October 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 68-0484330).
Questions about WEALTHNET CHARITABLE GIFT FUND
- What is the EIN of WEALTHNET CHARITABLE GIFT FUND?
- The employer identification number (EIN) of WEALTHNET CHARITABLE GIFT FUND is 68-0484330.
- Is WEALTHNET CHARITABLE GIFT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to WEALTHNET CHARITABLE GIFT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WEALTHNET CHARITABLE GIFT FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WEALTHNET CHARITABLE GIFT FUND due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WEALTHNET CHARITABLE GIFT FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of WEALTHNET CHARITABLE GIFT FUND?
- The 990 for the year ended October 31, 2025 names Robert Margetic.
- Who are the officers and directors of WEALTHNET CHARITABLE GIFT FUND?
- The 990 for the year ended October 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does WEALTHNET CHARITABLE GIFT FUND have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $601,558, expenses of $625,850 and total assets of $4,634,066 at year end.
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