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Nonprofit · EIN 26-1860087

LRW FUND

Tax-exempt · PRINCETON, NJ 08540

Financials

$23K$91K2023$23K$13K2024$19K$29K2025
Revenue Expenses · by fiscal year end
Financials of LRW FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$19,060$28,512-$9,452$518,836$0$518,836
December 31, 2024990-PF$22,770$13,040$9,730$528,288$0$528,288
December 31, 2023990-PF$23,466$90,596-$67,130$518,558$0$518,558
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$19,060

Expenses

Grants and similar amounts paid
$22,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$25,741
Excise tax on investment income
$226

Balance sheet and other

Total assets, start of year
$528,288
Total assets, end of year
$518,836
Total liabilities, end of year
$0
Net assets, end of year
$518,836
Fair market value of assets
$518,836
Qualifying distributions
$25,741
Net investment income
$19,060

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
LUCY R WALETZKY MD
C/O HC 650 COLLEGE RD EAST, PRINCETON, NJ 08540
PRESIDENT1$0
NAOMI F WALETZKY
C/O HC 650 COLLEGE RD EAST, PRINCETON, NJ 08540
VICE PRESIDENT1$0
JAMES R HAMILTON
C/O HC 650 COLLEGE RD EAST, PRINCETON, NJ 08540
SECRETARY/TREASURER1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
LUCY R WALETZKY MD
C/O HC 650 COLLEGE RD EAST, PRINCETON, NJ 08540
PRESIDENT1$0
NAOMI F WALETZKY
C/O HC 650 COLLEGE RD EAST, PRINCETON, NJ 08540
VICE PRESIDENT1$0
JAMES R HAMILTON
C/O HC 650 COLLEGE RD EAST, PRINCETON, NJ 08540
SECRETARY/TREASURER1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
LUCY R WALETZKY MD
C/O HC 600 COLLEGE RD EAST - STE, 4200, PRINCETON, NJ 085406636
PRESIDENT1$0
NAOMI F WALETZKY
C/O HC 600 COLLEGE RD EAST - STE, 4200, PRINCETON, NJ 085406636
VICE PRESIDENT1$0
JAMES R HAMILTON
C/O HC 600 COLLEGE RD EAST - STE, 4200, PRINCETON, NJ 085406636
SECRETARY/TREASURER1$0

Address and contacts

Address (IRS master file)
650 COLLEGE ROAD EAST, PRINCETON, NJ 08540-6603
In care of
% HAMILTON & CO
Signed the 990-PF
JAMES R HAMILTON, SECRETARY/TREASURER
Phone
(609) 452-0300
Return prepared by
RSM US LLP

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
26-1860087
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
2008
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$518,836
Income (IRS master file)
$19,060

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$19,060$28,512$518,836XML
990-PFDecember 2024$22,770$13,040$528,288XML
990-PFDecember 2023$23,466$90,596$518,558XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 26-1860087).

Questions about LRW FUND

What is the EIN of LRW FUND?
The employer identification number (EIN) of LRW FUND is 26-1860087.
Is LRW FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to LRW FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LRW FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of LRW FUND 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 LRW FUND 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 LRW FUND?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does LRW FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $19,060, expenses of $28,512 and total assets of $518,836 at year end.

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