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Nonprofit · EIN 87-6778374

WAMUEMRA CHARITABL TR

Also known as JANET S WALDE TTEE

Tax-exempt · SAN JOSE, CA 95153

Financials

$28K$3K2023$60K$22K2024
Revenue Expenses · by fiscal year end
Financials of WAMUEMRA CHARITABL TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$59,514$22,474$37,040$502,742$0$502,742
December 31, 2023990-PF$27,705$3,140$24,565$460,459$0$460,459
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$2,300
Dividends
$2,107
Interest
$31
Net gain from sales of assets
$55,076

Expenses

Grants and similar amounts paid
$19,100
Disbursements for charitable purposes
$19,100
Excise tax on investment income
$795

Balance sheet and other

Total assets, start of year
$460,459
Total assets, end of year
$502,742
Total liabilities, end of year
$0
Net assets, end of year
$502,742
Fair market value of assets
$500,468
Qualifying distributions
$19,100
Net investment income
$57,214

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.

NameTitleHours / weekCompensation
JANET S WALDE
PO BOX 53523, SAN JOSE, CA 95153
Trustee1$0
PETER WALDE
PO BOX 53523, SAN JOSE, CA 95153
Trustee0.1$0
DEBORAH WALDE
PO BOX 53523, SAN JOSE, CA 95153
Trustee0.25$0
JARROD WALDE
PO BOX 53523, SAN JOSE, CA 95153
Trustee0.1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JANET S WALDE
PO BOX 53523, SAN JOSE, CA 95153
Trustee1$0
PETER WALDE
PO BOX 53523, SAN JOSE, CA 95153
Trustee0.1$0
DEBORAH WALDE
PO BOX 53523, SAN JOSE, CA 95153
Trustee0.25$0
JARROD WALDE
PO BOX 53523, SAN JOSE, CA 95153
Trustee0.1$0

Address and contacts

Address (IRS master file)
PO BOX 53523, SAN JOSE, CA 95153-0523
In care of
% JANET S WALDE - TRUSTEE
Signed the 990-PF
JANET S WALDE, Trustee
Phone
(408) 442-6779
Return prepared by
Ruzzo Scholl & Murphy AC

California records

California keeps its own records of charities and corporations. Search them by EIN 87-6778374 or by the name WAMUEMRA CHARITABL TR.

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 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
87-6778374
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
2022
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$502,742
Income (IRS master file)
$68,088

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$59,514$22,474$502,742IRS
990-PFDecember 2023$27,705$3,140$460,459XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––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 87-6778374).

Questions about WAMUEMRA CHARITABL TR

What is the EIN of WAMUEMRA CHARITABL TR?
The employer identification number (EIN) of WAMUEMRA CHARITABL TR is 87-6778374.
Is WAMUEMRA CHARITABL TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to WAMUEMRA CHARITABL TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WAMUEMRA CHARITABL TR file?
Form 990-PF. Private foundations file every year.
When is the next return of WAMUEMRA CHARITABL TR 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 WAMUEMRA CHARITABL TR 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 WAMUEMRA CHARITABL TR?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does WAMUEMRA CHARITABL TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $59,514, expenses of $22,474 and total assets of $502,742 at year end.

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