Nonprofit · EIN 52-2254658
RAYMOND R AND MARTHA G WERNIG FOUNDATION INC
Tax-exempt · PALM DESERT, CA 92211
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $119,592 | $158,203 | -$38,611 | $694,372 | $0 | $694,372 |
| December 31, 2023 | 990-PF | $87,348 | $209,562 | -$122,214 | $731,890 | $0 | $731,890 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $34,791
- Interest
- $1,888
- Net gain from sales of assets
- $81,963
- Other income
- $950
Expenses
- Grants and similar amounts paid
- $154,000
- Disbursements for charitable purposes
- $155,400
- Excise tax on investment income
- $1,642
Balance sheet and other
- Total assets, start of year
- $731,890
- Total assets, end of year
- $694,372
- Total liabilities, end of year
- $0
- Net assets, end of year
- $694,372
- Fair market value of assets
- $1,086,754
- Qualifying distributions
- $155,400
- Net investment income
- $119,592
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 |
|---|---|---|---|
| STEPHANIE R WERNIG 42270 LIOLIOS DR, PALM DESERT, CA 92211 | CHAIRMAN | 0.5 | $0 |
| CHARLES M WERNIG 5167 S DREW COURT, LITTLETON, CO 80123 | VICE CHAIRMA | 0.15 | $0 |
| MARIA W ELFRINK 22439 TALL OAKS RD, WARRENTON, MO 63383 | SECRETARY | 0.15 | $0 |
| R MARK WERNIG 1966 DORY COURT, NAPLES, FL 34109 | BOARD MEMBER | 0.15 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHANIE R WERNIG 42270 LIOLIOS DR, PALM DESERT, CA 92211 | CHAIRMAN | 0.5 | $0 |
| CHARLES M WERNIG 5167 S DREW COURT, LITTLETON, CO 80123 | VICE CHAIRMA | 0.15 | $0 |
| MARIA W ELFRINK 22439 TALL OAKS RD, WARRENTON, MO 63383 | SECRETARY | 0.15 | $0 |
| R MARK WERNIG 1966 DORY COURT, NAPLES, FL 34109 | BOARD MEMBER | 0.15 | $0 |
Address and contacts
- Address (IRS master file)
- 42270 LIOLIOS DR, PALM DESERT, CA 92211-7631
- In care of
- % LICHT & ANDREWS
- Signed the 990-PF
- STEPHANIE R WERNIG, CHAIRMAN
- Phone
- (402) 689-7231
- Return prepared by
- GARCIA & CARLSON CPA PA
California records
California keeps its own records of charities and corporations. Search them by EIN 52-2254658 or by the name RAYMOND R AND MARTHA G WERNIG FOUNDATION INC.
- 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
- 52-2254658
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $694,372
- Income (IRS master file)
- $253,242
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $119,592 | $158,203 | $694,372 | IRS |
| 990-PF | December 2023 | $87,348 | $209,562 | $731,890 | 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 52-2254658).
Questions about RAYMOND R AND MARTHA G WERNIG FOUNDATION INC
- What is the EIN of RAYMOND R AND MARTHA G WERNIG FOUNDATION INC?
- The employer identification number (EIN) of RAYMOND R AND MARTHA G WERNIG FOUNDATION INC is 52-2254658.
- Is RAYMOND R AND MARTHA G WERNIG FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to RAYMOND R AND MARTHA G WERNIG FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RAYMOND R AND MARTHA G WERNIG FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RAYMOND R AND MARTHA G WERNIG FOUNDATION INC 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 RAYMOND R AND MARTHA G WERNIG FOUNDATION INC 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 RAYMOND R AND MARTHA G WERNIG FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does RAYMOND R AND MARTHA G WERNIG FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $119,592, expenses of $158,203 and total assets of $694,372 at year end.
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