Nonprofit · EIN 87-0640485
NEWMAN AND ZENETH WARD FAMILY FOUNDATION
Tax-exempt · MESA, AZ 85275
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,986,704 | $748,280 | $1,238,424 | $18,372,616 | $0 | $18,372,616 |
| December 31, 2023 | 990 | $687,968 | $710,662 | -$22,694 | $17,134,192 | $0 | $17,134,192 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,986,704
- Net gain from sales of assets
- $1,301,356
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $420,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $59,840
- Accounting fees
- $1,450
- Travel
- $1,020
- Program services (functional)
- $420,000
- Management and general (functional)
- $328,280
Balance sheet and other
- Total assets, start of year
- $17,134,192
- Total assets, end of year
- $18,372,616
- Total liabilities, end of year
- $0
- Net assets, end of year
- $18,372,616
- Publicly traded securities
- $13,405,468
- Net assets without donor restrictions
- $18,372,616
- Gross receipts
- $25,513,386
- Employees
- 0
- Year formed
- 1999
- State of legal domicile
- UT
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID A WARD | President Trustee or director | 2 | $0 |
| MARY V WARD | Vice President Trustee or director | 2 | $0 |
| MICHAEL STAFFIERI | Trustee Trustee or director | 1 | $0 |
| STEVEN W BENNETT | Secretary Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID A WARD | President Trustee or director | 2 | $0 |
| MARY V WARD | Vice President Trustee or director | 2 | $0 |
| MICHAEL STAFFIERI | Trustee Trustee or director | 1 | $0 |
| STEVEN W BENNETT | Secretary Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 31840, MESA, AZ 85275-1840
- In care of
- % STEVEN W BENNETT
- Principal officer (990 for 2024)
- STEVEN W BENNETT, PO BOX 31840, MESA, AZ 852751840
- Signed the 990
- STEVEN W BENNETT, Secretary
- Phone
- (801) 438-2000
- Return prepared by
- White & Associates LLC
Mission
support the charitable purposes of the philanthropy community, a 501(c)(3) organization, and assist and educate the poor.
Program accomplishments
- assist and educate the poor through 501(c)(3) organizationsExpenses $420,000
- assist arts and education through 501(c)(3) organizations
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 87-0640485
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $18,372,616
- Income (IRS master file)
- $25,513,386
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,986,704 | $748,280 | $18,372,616 | IRS |
| 990 | December 2023 | $687,968 | $710,662 | $17,134,192 | XML |
| 990 | December 2022 | $258,702 | $3,104,125 | $15,404,044 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 87-0640485).
Questions about NEWMAN AND ZENETH WARD FAMILY FOUNDATION
- What is the EIN of NEWMAN AND ZENETH WARD FAMILY FOUNDATION?
- The employer identification number (EIN) of NEWMAN AND ZENETH WARD FAMILY FOUNDATION is 87-0640485.
- Is NEWMAN AND ZENETH WARD FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to NEWMAN AND ZENETH WARD FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does NEWMAN AND ZENETH WARD FAMILY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NEWMAN AND ZENETH WARD FAMILY 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 NEWMAN AND ZENETH WARD FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NEWMAN AND ZENETH WARD FAMILY FOUNDATION?
- The 990 for the year ended December 31, 2024 names STEVEN W BENNETT.
- Who are the officers and directors of NEWMAN AND ZENETH WARD FAMILY FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does NEWMAN AND ZENETH WARD FAMILY FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,986,704, expenses of $748,280 and total assets of $18,372,616 at year end.
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