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Nonprofit · EIN 85-6728168

WEISS FAMILY CHARITABLE TR

Also known as WILLIAM SCOTT WEISS TTEE

Tax-exempt · SAUSALITO, CA 94965

Financials

−$58K$348K2023$122K$518K2024
Revenue Expenses · by fiscal year end
Financials of WEISS FAMILY CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$122,254$517,816-$395,562$3,085,947$0$3,085,947
December 31, 2023990-PF-$58,100$347,926-$406,026$3,481,509$0$3,481,509
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$57,535
Interest
$2,878
Net gain from sales of assets
$61,731
Other income
$110

Expenses

Grants and similar amounts paid
$436,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$456,598
Excise tax on investment income
$1,694

Balance sheet and other

Total assets, start of year
$3,481,509
Total assets, end of year
$3,085,947
Total liabilities, end of year
$0
Net assets, end of year
$3,085,947
Fair market value of assets
$4,047,969
Qualifying distributions
$456,598
Net investment income
$122,254

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
Megan Weiss
108 SPENCER AVE, SAUSALITO, CA 94965
Trustee1$0
William Scott Weiss
108 SPENCER AVE, SAUSALITO, CA 94965
Trustee1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
Megan Weiss
108 SPENCER AVE, SAUSALITO, CA 94965
Trustee1$0
William Scott Weiss
108 SPENCER AVE, SAUSALITO, CA 94965
Trustee1$0

Address and contacts

Address (IRS master file)
108 SPENCER AVE, SAUSALITO, CA 94965-2051
In care of
% WEISS FAMILY CHARITABLE TRUS
Signed the 990-PF
WILLIAM SCOTT WEISS, TRUSTEE
Phone
(650) 743-7492
Return prepared by
Foundation Source

California records

California keeps its own records of charities and corporations. Search them by EIN 85-6728168 or by the name WEISS FAMILY CHARITABLE TR.

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
85-6728168
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
2022
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Animal-related (D30)
Assets (IRS master file)
$3,085,947
Income (IRS master file)
$695,866

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$122,254$517,816$3,085,947IRS
990-PFDecember 2023-$58,100$347,926$3,481,509XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 85-6728168).

Questions about WEISS FAMILY CHARITABLE TR

What is the EIN of WEISS FAMILY CHARITABLE TR?
The employer identification number (EIN) of WEISS FAMILY CHARITABLE TR is 85-6728168.
Is WEISS FAMILY CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to WEISS FAMILY CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WEISS FAMILY CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of WEISS FAMILY CHARITABLE TR 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 WEISS FAMILY CHARITABLE TR 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 WEISS FAMILY CHARITABLE TR?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does WEISS FAMILY CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $122,254, expenses of $517,816 and total assets of $3,085,947 at year end.

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