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Nonprofit · EIN 87-3177590

WEINSTEIN FAMILY CHARITABLE FOUNDATION

Tax-exempt · BALA CYNWYD, PA 19004

Financials

$107K$30K2023$131K$21K2024
Revenue Expenses · by fiscal year end
Financials of WEINSTEIN FAMILY CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$131,330$21,001$110,329$513,165$0$513,165
December 31, 2023990-PF$107,071$30,320$76,751$402,812$0$402,812
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$100,000
Dividends
$10,929
Interest
$119
Net gain from sales of assets
$20,282

Expenses

Grants and similar amounts paid
$16,600
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$18,566
Excise tax on investment income
$408

Balance sheet and other

Total assets, start of year
$402,812
Total assets, end of year
$513,165
Total liabilities, end of year
$0
Net assets, end of year
$513,165
Fair market value of assets
$556,828
Qualifying distributions
$18,566
Net investment income
$31,330

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
JAY WEINSTEIN
302 BALA AVE, BALA CYNWYD, PA 19004
PRESIDENT/TR0$0
BUTSIE COHEN-WEINSTEIN
302 BALA AVE, BALA CYNWYD, PA 19004
CEO/SECRETARY0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
JAY WEINSTEIN
302 BALA AVE, BALA CYNWYD, PA 19004
PRESIDENT/TR0$0
BUTSIE COHEN-WEINSTEIN
302 BALA AVE, BALA CYNWYD, PA 19004
CEO/SECRETARY0$0

Address and contacts

Address (IRS master file)
302 BALA AVE, BALA CYNWYD, PA 19004-1348
Signed the 990-PF
JAY WEINSTEIN, PRESIDENT
Phone
(610) 601-5300
Return prepared by
AKA ADVISORY LLC

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
87-3177590
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
Assets (IRS master file)
$513,165
Income (IRS master file)
$236,182

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$131,330$21,001$513,165XML
990-PFDecember 2023$107,071$30,320$402,812XML
990-PFDecember 2021–––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 87-3177590).

Questions about WEINSTEIN FAMILY CHARITABLE FOUNDATION

What is the EIN of WEINSTEIN FAMILY CHARITABLE FOUNDATION?
The employer identification number (EIN) of WEINSTEIN FAMILY CHARITABLE FOUNDATION is 87-3177590.
Is WEINSTEIN FAMILY CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to WEINSTEIN FAMILY CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WEINSTEIN FAMILY CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WEINSTEIN 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 WEINSTEIN 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 WEINSTEIN FAMILY CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does WEINSTEIN FAMILY CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $131,330, expenses of $21,001 and total assets of $513,165 at year end.

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