Nonprofit · EIN 95-3202989
W SHERMAN WINSEMAN FOUNDATION
Tax-exempt · SAN CLEMENTE, CA 92673
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,341,208 | $953,600 | $1,387,608 | $22,186,382 | $0 | $22,186,382 |
| December 31, 2023 | 990-PF | $1,066,226 | $986,922 | $79,304 | $18,689,569 | $0 | $18,689,569 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $878,974
- Dividends
- $402,657
- Net gain from sales of assets
- $1,059,577
Expenses
- Grants and similar amounts paid
- $343,883
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $229,298
- Disbursements for charitable purposes
- $800,071
- Excise tax on investment income
- $18,191
Balance sheet and other
- Total assets, start of year
- $18,689,569
- Total assets, end of year
- $22,186,382
- Total liabilities, end of year
- $0
- Net assets, end of year
- $22,186,382
- Fair market value of assets
- $22,186,382
- Qualifying distributions
- $800,071
- Net investment income
- $1,462,234
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEROME S ABBOTT JR PO BOX 74146, RANCHO SAN CLEMENTE, CA 92673 | FINANCIAL MANAGER Highest-paid employee | 40 | $83,900 |
| SONIA G MORENO PO BOX 74146, RANCHO SAN CLEMENTE, CA 92673 | ADMINISTRATOR Highest-paid employee | 40 | $69,420 |
| DANA D WINSEMAN PO BOX 74146, RANCHO SAN CLEMENTE, CA 92673 | PRESIDENT/CFO/DIRECTOR | 70 | $0 |
| MICHAEL ULLO PO BOX 74146, RANCHO SAN CLEMENTE, CA 92673 | SECRETARY/DIRECTOR | 2 | $0 |
| JAMES G JONES ESQ 771 E DAILY DRIVE STE 230, CAMARILLO, CA 93010 | DIRECTOR | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEROME S ABBOTT JR PO BOX 74146, RANCHO SAN CLEMENTE, CA 92673 | FINANCIAL MANAGER Highest-paid employee | 40 | $77,200 |
| SONIA G MORENO PO BOX 74146, RANCHO SAN CLEMENTE, CA 92673 | ADMINISTRATOR Highest-paid employee | 40 | $65,663 |
| DANA D WINSEMAN PO BOX 74146, RANCHO SAN CLEMENTE, CA 92673 | PRESIDENT/CFO/DIRECTOR | 70 | $0 |
| MICHAEL ULLO PO BOX 74146, RANCHO SAN CLEMENTE, CA 92673 | SECRETARY | 2 | $0 |
| JAMES G JONES ESQ 771 E DAILY DRIVE STE 230, CAMARILLO, CA 93010 | DIRECTOR | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 905 CALLE NEGOCIO, SAN CLEMENTE, CA 92673-1200
- In care of
- % DANA D WINSEMAN-PRESIDENT
- Signed the 990-PF
- DANA D WINSEMAN, PRESIDENT
- Phone
- (949) 933-8893
- Website
- WSW-FOUNDATION.COM
- Return prepared by
- THE LAW OFFICES OF CHRISTOPHER K POLING
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3202989 or by the name W SHERMAN WINSEMAN 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 | Not 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
- 95-3202989
- 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
- 1978
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $22,186,382
- Income (IRS master file)
- $5,072,839
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,341,208 | $953,600 | $22,186,382 | IRS |
| 990-PF | December 2023 | $1,066,226 | $986,922 | $18,689,569 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 95-3202989).
Questions about W SHERMAN WINSEMAN FOUNDATION
- What is the EIN of W SHERMAN WINSEMAN FOUNDATION?
- The employer identification number (EIN) of W SHERMAN WINSEMAN FOUNDATION is 95-3202989.
- Is W SHERMAN WINSEMAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to W SHERMAN WINSEMAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does W SHERMAN WINSEMAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of W SHERMAN WINSEMAN 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 W SHERMAN WINSEMAN 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 W SHERMAN WINSEMAN FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 2 received compensation from the organization, the highest $83,900 (JEROME S ABBOTT JR, FINANCIAL MANAGER).
- How much revenue does W SHERMAN WINSEMAN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,341,208, expenses of $953,600 and total assets of $22,186,382 at year end.
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