Nonprofit · EIN 95-2371506
WALTMAR FOUNDATION
Tax-exempt · IRVINE, CA 92606
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,476,108 | $967,418 | $508,690 | $10,567,550 | $0 | $10,567,550 |
| December 31, 2024 | 990-PF | $1,540,619 | $849,191 | $691,428 | $10,197,776 | $138,916 | $10,058,860 |
| December 31, 2023 | 990-PF | $952,425 | $703,654 | $248,771 | $9,383,538 | $16,106 | $9,367,432 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $256,142
- Interest
- $70,007
- Net rental income
- $164,259
- Net gain from sales of assets
- $914,238
Expenses
- Grants and similar amounts paid
- $750,500
- Compensation of officers, directors and key employees
- $24,660
- Disbursements for charitable purposes
- $774,147
- Excise tax on investment income
- $18,199
Balance sheet and other
- Total assets, start of year
- $10,197,776
- Total assets, end of year
- $10,567,550
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,567,550
- Fair market value of assets
- $14,888,765
- Qualifying distributions
- $774,147
- Net investment income
- $1,474,762
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELANIE SHANE ONE UNIVERSITY DRIVE, ORANGE, CA 92866 | EXECUTIVE DIR. | 10 | $24,660 |
| RICHARD R SCHMID ONE UNIVERSITY DRIVE, ORANGE, CA 92866 | DIRECTOR | 1 | $0 |
| LARRY BELTRAMO ONE UNIVERSITY DRIVE, ORANGE, CA 92866 | TREASURER | 2 | $0 |
| DAVID W SCHMID ONE UNIVERSITY DRIVE, ORANGE, CA 92866 | PRESIDENT | 2 | $0 |
| LAURA COOK ONE UNIVERSITY DRIVE, ORANGE, CA 92866 | DIRECTOR | 0.5 | $0 |
| DANIEL SCHMID ONE UNIVERSITY DRIVE, ORANGE, CA 92866 | SECRETARY | 2 | $0 |
| STEVEN BELTRAMO ONE UNIVERSITY DRIVE, ORANGE, CA 92866 | DIRECTOR | 1 | $0 |
| CATHERINE REEDER ONE UNIVERSITY DRIVE, ORANGE, CA 92866 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELANIE SHANE ONE UNIVERSITY DRIVE, ORANGE, CA 92866 | EXECUTIVE DIR. | 10 | $23,910 |
| RICHARD R SCHMID ONE UNIVERSITY DRIVE, ORANGE, CA 92866 | DIRECTOR | 1 | $0 |
| LARRY BELTRAMO ONE UNIVERSITY DRIVE, ORANGE, CA 92866 | TREASURER | 2 | $0 |
| DAVID W SCHMID ONE UNIVERSITY DRIVE, ORANGE, CA 92866 | PRESIDENT | 2 | $0 |
| LAURA COOK ONE UNIVERSITY DRIVE, ORANGE, CA 92866 | DIRECTOR | 0.5 | $0 |
| DANIEL SCHMID ONE UNIVERSITY DRIVE, ORANGE, CA 92866 | SECRETARY | 2 | $0 |
| STEVEN BELTRAMO ONE UNIVERSITY DRIVE, ORANGE, CA 92866 | DIRECTOR | 1 | $0 |
| CATHERINE REEDER ONE UNIVERSITY DRIVE, ORANGE, CA 92866 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELANIE SHANE ONE UNIVERSITY DRIVE, ORANGE, CA 92866 | EXECUTIVE DIR. | 10 | $23,220 |
| RICHARD R SCHMID ONE UNIVERSITY DRIVE, ORANGE, CA 92866 | DIRECTOR | 1 | $0 |
| LARRY BELTRAMO ONE UNIVERSITY DRIVE, ORANGE, CA 92866 | TREASURER | 2 | $0 |
| DAVID W SCHMID ONE UNIVERSITY DRIVE, ORANGE, CA 92866 | PRESIDENT | 2 | $0 |
| LAURA COOK ONE UNIVERSITY DRIVE, ORANGE, CA 92866 | DIRECTOR | 0.5 | $0 |
| LISA BELTRAMO ONE UNIVERSITY DRIVE, ORANGE, CA 92866 | VICE PRESIDENT | 1 | $0 |
| DANIEL SCHMID ONE UNIVERSITY DRIVE, ORANGE, CA 92866 | SECRETARY | 2 | $0 |
| STEVEN BELTRAMO ONE UNIVERSITY DRIVE, ORANGE, CA 92866 | DIRECTOR | 1 | $0 |
| CATHERINE REEDER ONE UNIVERSITY DRIVE, ORANGE, CA 92866 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 20 COPORATE PARK 160, IRVINE, CA 92606-0000
- Signed the 990-PF
- DAVID W SCHMID, PRESIDENT
- Phone
- (714) 628-7335
- Return prepared by
- EIDE BAILLY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-2371506 or by the name WALTMAR FOUNDATION.
- 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)
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 95-2371506
- 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
- 1965
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $10,567,550
- Income (IRS master file)
- $4,381,977
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,476,108 | $967,418 | $10,567,550 | IRS |
| 990-PF | December 2024 | $1,540,619 | $849,191 | $10,197,776 | IRS |
| 990-PF | December 2023 | $952,425 | $703,654 | $9,383,538 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 95-2371506).
Questions about WALTMAR FOUNDATION
- What is the EIN of WALTMAR FOUNDATION?
- The employer identification number (EIN) of WALTMAR FOUNDATION is 95-2371506.
- Is WALTMAR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to WALTMAR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALTMAR FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALTMAR 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 WALTMAR 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 WALTMAR FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 1 received compensation from the organization, the highest $24,660 (MELANIE SHANE, EXECUTIVE DIR.).
- How much revenue does WALTMAR FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,476,108, expenses of $967,418 and total assets of $10,567,550 at year end.
Other nonprofits in IRVINE
- ST JOSEPH HEALTH NORTHERN CALIFORNIA LLC EIN 81-4791043 · last filed 990 for 2024
- EASTER SEALS SOUTHERN CALIFORNIA INC EIN 94-3068149 · last filed 990 for 2025
- SEQUOIA CLIMATE FOUNDATION EIN 85-4095972 · last filed 990-PF for 2024
- UNITED AGRICULTURAL ASSOCIATION EMP WELFARE BENE PL TR EIN 33-0013118 · last filed 990 for 2024
- UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION EIN 95-2540117 · last filed 990 for 2025
- WESTERN GROWERS ASSURANCE TRUST EIN 95-2500201 · last filed 990 for 2025
- ORANGE COUNTY COMMUNITY FOUNDATION EIN 33-0378778 · last filed 990 for 2025
- CONCORDIA UNIVERSITY IRVINE EIN 95-2798775 · last filed 990 for 2025