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Nonprofit · EIN 77-0464006

WMF

Tax-exempt · PALO ALTO, CA 94306

Financials

$27K$2K2023$15K$15K2024
Revenue Expenses · by fiscal year end
Financials of WMF by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$15,433$15,225$208$239,267$0$239,267
December 31, 2023990-PF$26,857$2,493$24,364$239,059$0$239,059
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$5,500
Dividends
$7,193
Interest
$88
Net gain from sales of assets
$2,652

Expenses

Grants and similar amounts paid
$14,925
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$14,925
Excise tax on investment income
$138

Balance sheet and other

Total assets, start of year
$239,059
Total assets, end of year
$239,267
Total liabilities, end of year
$0
Net assets, end of year
$239,267
Fair market value of assets
$263,809
Qualifying distributions
$14,925
Net investment income
$9,933

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
MARJORIE MCLAREN
PO BOX 60372, PALO ALTO, CA 94306
PRESIDENT1$0
JONTI MCLAREN
PO BOX 60372, PALO ALTO, CA 94306
CFO1$0
BRITTANY MCLAREN
PO BOX 60372, PALO ALTO, CA 94306
SECRETARY1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
MARJORIE MCLAREN
PO BOX 60372, PALO ALTO, CA 94306
PRESIDENT1$0
JONTI MCLAREN
PO BOX 60372, PALO ALTO, CA 94306
CFO1$0
BRITTANY MCLAREN
PO BOX 60372, PALO ALTO, CA 94306
SECRETARY1$0

Address and contacts

Address (IRS master file)
PO BOX 60372, PALO ALTO, CA 94306-0372
In care of
% MARJORIE WANG MCLAREN
Signed the 990-PF
MARJORIE MCLAREN, PRESIDENT
Phone
(408) 288-5111
Return prepared by
JOHANSON & YAU ACCOUNTANCY CORP

California records

California keeps its own records of charities and corporations. Search them by EIN 77-0464006 or by the name WMF.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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
77-0464006
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
1997
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$239,267
Income (IRS master file)
$54,327

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$15,433$15,225$239,267XML
990-PFDecember 2023$26,857$2,493$239,059XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 77-0464006).

Questions about WMF

What is the EIN of WMF?
The employer identification number (EIN) of WMF is 77-0464006.
Is WMF tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to WMF tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WMF file?
Form 990-PF. Private foundations file every year.
When is the next return of WMF 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 WMF 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 WMF?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does WMF have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $15,433, expenses of $15,225 and total assets of $239,267 at year end.

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