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Nonprofit · EIN 95-4296513

LEO AND SYDELLE WARD FOUNDATION

Tax-exempt (reinstated) · WOODLAND HILLS, CA 91364

Financials

$636K$506K2023$597K$520K2024
Revenue Expenses · by fiscal year end
Financials of LEO AND SYDELLE WARD FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$597,060$519,682$77,378$3,663,126$29,406$3,633,720
December 31, 2023990-PF$635,974$505,502$130,472$3,585,764$29,406$3,556,358
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Interest
$1,110
Net rental income
$347,759
Other income
$40

Expenses

Grants and similar amounts paid
$260,300
Disbursements for charitable purposes
$260,300
Excise tax on investment income
$4,694

Balance sheet and other

Total assets, start of year
$3,585,764
Total assets, end of year
$3,663,126
Total liabilities, end of year
$29,406
Net assets, end of year
$3,633,720
Fair market value of assets
$4,619,209
Qualifying distributions
$260,300
Net investment income
$597,060

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
JEROLD M WARD
4253 IRVINE STREET, STUDIO CITY, CA 91604
President0$0
JOANNE G WARD
4250 STERN AVENUE, SHERMAN OAKS, CA 91423
CEO0$0
ALLA RATYNETS
21031 VENTURA BLVD 600, WOODLAND HILLS, CA 91364
Treasurer0$0
VICKI F MAGASINN
300 CORPORATE POINTE SUITE 410, CULVER CITY, CA 90230
SECRETARY0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JEROLD M WARD
4253 IRVINE STREET, STUDIO CITY, CA 91604
President0$0
JOANNE G WARD
4250 STERN AVENUE, SHERMAN OAKS, CA 91423
CEO0$0
ALLA RATYNETS
21031 VENTURA BLVD 600, WOODLAND HILLS, CA 91364
Treasurer0$0
VICKI F MAGASINN
300 CORPORATE POINTE SUITE 410, CULVER CITY, CA 90230
SECRETARY0$0

Address and contacts

Address (IRS master file)
C/O ECR 21031 VENTURA BLVD 600, WOODLAND HILLS, CA 91364-0000
In care of
% ECR
Signed the 990-PF
ALLA RATYNETS, Treasurer
Phone
(818) 713-8100
Return prepared by
Eichenbaum Comer & Ratynets AAC

California records

California keeps its own records of charities and corporations. Search them by EIN 95-4296513 or by the name LEO AND SYDELLE WARD 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
95-4296513
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)
$3,663,126
Income (IRS master file)
$597,060

Revocation and reinstatement

Exemption revoked
May 15, 2019
Posted by the IRS
February 10, 2020
Reinstated
Effective May 15, 2019

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$597,060$519,682$3,663,126XML
990-PFDecember 2023$635,974$505,502$3,585,764XML
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 95-4296513).

Questions about LEO AND SYDELLE WARD FOUNDATION

What is the EIN of LEO AND SYDELLE WARD FOUNDATION?
The employer identification number (EIN) of LEO AND SYDELLE WARD FOUNDATION is 95-4296513.
Is LEO AND SYDELLE WARD FOUNDATION tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2019 and reinstated it effective May 15, 2019.
Are donations to LEO AND SYDELLE WARD FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LEO AND SYDELLE WARD FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LEO AND SYDELLE WARD 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 LEO AND SYDELLE WARD 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 LEO AND SYDELLE WARD FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does LEO AND SYDELLE WARD FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $597,060, expenses of $519,682 and total assets of $3,663,126 at year end.

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