Nonprofit · EIN 77-0555799
THE MARK AND JANNIE WU FOUNDATION 233 74C90
Tax-exempt · PENNINGTON, NJ 08534
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $136,843 | $70,612 | $66,231 | $947,252 | $0 | $947,252 |
| October 31, 2024 | 990-PF | $102,809 | $60,974 | $41,835 | $881,478 | $0 | $881,478 |
| October 31, 2023 | 990-PF | $60,444 | $75,470 | -$15,026 | $839,210 | $0 | $839,210 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $19,519
- Net gain from sales of assets
- $117,205
- Other income
- $119
Expenses
- Grants and similar amounts paid
- $46,250
- Disbursements for charitable purposes
- $56,010
- Excise tax on investment income
- $1,724
Balance sheet and other
- Total assets, start of year
- $881,478
- Total assets, end of year
- $947,252
- Total liabilities, end of year
- $0
- Net assets, end of year
- $947,252
- Fair market value of assets
- $1,320,233
- Qualifying distributions
- $56,010
- Net investment income
- $136,757
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANNIE T WU 15310 PEPPER LANE, SARATOGA, CA 95070 | CHAIRMAN | 2 | $0 |
| KAREN LOTT 11342 CANYON VIEW CIR, CUPERTINO, CA 95014 | TREASURER | 2 | $0 |
| STEPHANIE PALMER 4709 BLUFFVIEW BLVD, DALLAS, TX 75209 | SECRETARY | 2 | $0 |
990-PF for the year ended October 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANNIE T WU 15310 PEPPER LANE, SARATOGA, CA 95070 | CHAIRMAN | 2 | $0 |
| KAREN LOTT 11342 CANYON VIEW CIR, CUPERTINO, CA 95014 | TREASURER | 2 | $0 |
| STEPHANIE PALMER 4709 BLUFFVIEW BLVD, DALLAS, TX 75209 | SECRETARY | 2 | $0 |
990-PF for the year ended October 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANNIE T WU 15310 PEPPER LANE, SARATOGA, CA 95070 | CHAIRMAN | 2 | $0 |
| KAREN LOTT 11342 CANYON VIEW CIR, CUPERTINO, CA 95014 | TREASURER | 2 | $0 |
| STEPHANIE PALMER 4709 BLUFFVIEW BLVD, DALLAS, TX 75209 | SECRETARY | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1532, PENNINGTON, NJ 08534-0691
- In care of
- % MERRILL LYNCH TRUST COMPANY
- Signed the 990-PF
- JANNIE T WU, CHAIRMAN
- Phone
- (888) 866-3275
- Return prepared by
- BANK OF AMERICA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 77-0555799
- 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
- 2001
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $947,252
- Income (IRS master file)
- $1,006,231
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $136,843 | $70,612 | $947,252 | XML |
| 990-PF | October 2024 | $102,809 | $60,974 | $881,478 | XML |
| 990-PF | October 2023 | $60,444 | $75,470 | $839,210 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 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 77-0555799).
Questions about THE MARK AND JANNIE WU FOUNDATION 233 74C90
- What is the EIN of THE MARK AND JANNIE WU FOUNDATION 233 74C90?
- The employer identification number (EIN) of THE MARK AND JANNIE WU FOUNDATION 233 74C90 is 77-0555799.
- Is THE MARK AND JANNIE WU FOUNDATION 233 74C90 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to THE MARK AND JANNIE WU FOUNDATION 233 74C90 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE MARK AND JANNIE WU FOUNDATION 233 74C90 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE MARK AND JANNIE WU FOUNDATION 233 74C90 due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE MARK AND JANNIE WU FOUNDATION 233 74C90 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of THE MARK AND JANNIE WU FOUNDATION 233 74C90?
- The 990-PF for the year ended October 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE MARK AND JANNIE WU FOUNDATION 233 74C90 have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $136,843, expenses of $70,612 and total assets of $947,252 at year end.
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