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Nonprofit · EIN 87-0578900

S WELDON FAMILY FOUNDATION

Also known as WELDON STEPHEN N TTEE

Tax-exempt · HUNTINGTN BCH, CA 92649

Financials

$76K$71K2023$222K$113K2024$117K$64K2025
Revenue Expenses · by fiscal year end
Financials of S WELDON FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$117,493$63,640$53,853$1,380,761$0$1,380,761
December 31, 2024990-PF$221,679$113,319$108,360$1,331,637$0$1,331,637
December 31, 2023990-PF$76,158$71,461$4,697$1,223,277$0$1,223,277
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$45,654
Interest
$75
Net gain from sales of assets
$71,764

Expenses

Grants and similar amounts paid
$43,000
Compensation of officers, directors and key employees
$7,500
Disbursements for charitable purposes
$50,500
Excise tax on investment income
$1,488

Balance sheet and other

Total assets, start of year
$1,331,637
Total assets, end of year
$1,380,761
Total liabilities, end of year
$0
Net assets, end of year
$1,380,761
Fair market value of assets
$1,715,574
Qualifying distributions
$50,500
Net investment income
$117,493

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
Denim Mercado
8581 Merle Circle, Huntington Beach, CA 92647
Director2$7,500
Stephen Weldon
3835 HUMBOLDT DR, HUNTINGTON BEACH, CA 92649
Trustee1$0
Helene Weldon
3835 HUMBOLDT DR, HUNTINGTON BEACH, CA 92649
Trustee1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
Denim Mercado
8581 Merle Circle, Huntington Beach, CA 92647
Director2$3,000
Stephen Weldon
3835 HUMBOLDT DR, HUNTINGTON BEACH, CA 92649
Trustee1$0
Helene Weldon
3835 HUMBOLDT DR, HUNTINGTON BEACH, CA 92649
Trustee1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
DENIM MERCADO
8581 MERLE CIRCLE, HUNTINGTON BEACH, CA 92647
DIRECTOR1$2,250
STEPHEN WELDON
4008 MARINER CIRCLE, WESTLAKE VILLAGE, CA 91361
TRUSTEE1$0
HELENE WELDON
4008 MARINER CIRCLE, WESTLAKE VILLAGE, CA 91361
TRUSTEE1$0

Address and contacts

Address (IRS master file)
3835 HUMBOLDT DR, HUNTINGTN BCH, CA 92649-2125
Signed the 990-PF
Stephen Weldon, Trustee
Phone
(818) 661-9644
Return prepared by
LANG & BROWN CPAS

California records

California keeps its own records of charities and corporations. Search them by EIN 87-0578900 or by the name S WELDON FAMILY FOUNDATION.

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
87-0578900
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
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,380,761
Income (IRS master file)
$1,349,445

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$117,493$63,640$1,380,761XML
990-PFDecember 2024$221,679$113,319$1,331,637IRS
990-PFDecember 2023$76,158$71,461$1,223,277XML
990-PFDecember 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 87-0578900).

Questions about S WELDON FAMILY FOUNDATION

What is the EIN of S WELDON FAMILY FOUNDATION?
The employer identification number (EIN) of S WELDON FAMILY FOUNDATION is 87-0578900.
Is S WELDON FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to S WELDON FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does S WELDON FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of S WELDON FAMILY FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did S WELDON FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of S WELDON FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $7,500 (Denim Mercado, Director).
How much revenue does S WELDON FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $117,493, expenses of $63,640 and total assets of $1,380,761 at year end.

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