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Nonprofit · EIN 38-6056458

WATLING FOUNDATION INC

Tax-exempt · SANTA BARBARA, CA 93140

Financials

$28K$88K2022$31K$90K2023$36K$93K2024
Revenue Expenses · by fiscal year end
Financials of WATLING FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$35,565$92,522-$56,957$488,351$0$488,351
November 30, 2024990-PF$31,346$90,022-$58,676$545,308$0$545,308
November 30, 2023990-PF$27,660$87,781-$60,121$603,984$0$603,984
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$19,183
Interest
$2,096
Net gain from sales of assets
$14,286

Expenses

Grants and similar amounts paid
$70,000
Salaries, compensation and benefits (total)
$3,000
Disbursements for charitable purposes
$70,000
Excise tax on investment income
$494

Balance sheet and other

Total assets, start of year
$545,308
Total assets, end of year
$488,351
Total liabilities, end of year
$0
Net assets, end of year
$488,351
Fair market value of assets
$1,992,652
Qualifying distributions
$70,000
Net investment income
$35,565

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN WATLING III
22 PALMERS HILL ROAD 1235, STAMFORD, CT 069022136
PRESIDENT0$0
BEVERLY WATLING
22 PALMERS HILL ROAD 1235, STAMFORD, CT 069022136
DIRECTOR0$0
SALLIE R WATLING COUGHLIN
1036 GARCIA ROAD, SANTA BARBARA, CA 93140
VICE PRESIDE0$0
THOMAS C COUGHLIN
1036 GARCIA ROAD, SANTA BARBARA, CA 93140
DIRECTOR0$0
990-PF for the year ended November 30, 2024: 4 people
NameTitleHours / weekCompensation
JOHN WATLING III
22 PALMERS HILL ROAD 1235, STAMFORD, CT 069022136
PRESIDENT0$0
BEVERLY WATLING
22 PALMERS HILL ROAD 1235, STAMFORD, CT 069022136
DIRECTOR0$0
SALLIE R WATLING COUGHLIN
1036 GARCIA ROAD, SANTA BARBARA, CA 93140
VICE PRESIDE0$0
THOMAS C COUGHLIN
1036 GARCIA ROAD, SANTA BARBARA, CA 93140
DIRECTOR0$0
990-PF for the year ended November 30, 2023: 4 people
NameTitleHours / weekCompensation
JOHN WATLING III
22 PALMERS HILL ROAD 1235, STAMFORD, CT 069022136
PRESIDENT0$0
BEVERLY WATLING
22 PALMERS HILL ROAD 1235, STAMFORD, CT 069022136
DIRECTOR0$0
SALLIE R WATLING COUGHLIN
1036 GARCIA ROAD, SANTA BARBARA, CA 93140
VICE PRESIDE0$0
THOMAS C COUGHLIN
1036 GARCIA ROAD, SANTA BARBARA, CA 93140
DIRECTOR0$0

Address and contacts

Address (IRS master file)
PO BOX 4133, SANTA BARBARA, CA 93140-4133
In care of
% SALLIE R WATLING
Signed the 990-PF
SALLIE R WATLING COUGHLIN, VICE PRESIDENT
Phone
(805) 962-7616
Return prepared by
MERSKIN & MERSKIN TAX AND ACCOUNTING

California records

California keeps its own records of charities and corporations. Search them by EIN 38-6056458 or by the name WATLING FOUNDATION INC.

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 November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
38-6056458
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
1963
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$488,351
Income (IRS master file)
$35,565

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$35,565$92,522$488,351XML
990-PFNovember 2024$31,346$90,022$545,308XML
990-PFNovember 2023$27,660$87,781$603,984XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 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 38-6056458).

Questions about WATLING FOUNDATION INC

What is the EIN of WATLING FOUNDATION INC?
The employer identification number (EIN) of WATLING FOUNDATION INC is 38-6056458.
Is WATLING FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
Are donations to WATLING FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WATLING FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of WATLING FOUNDATION INC due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WATLING FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of WATLING FOUNDATION INC?
The 990-PF for the year ended November 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does WATLING FOUNDATION INC have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $35,565, expenses of $92,522 and total assets of $488,351 at year end.

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