Jeffrey David Walerstein Foundation

Walerstein Ronald M Ttee

West Palm Bch, FL
Tax-exempt since March 1990
EIN: 13-3541932

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$55,647

Expenses

$201,750

Net Income

-$146,103

Net Assets

$526,273

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$39,463	70.9%
Sales of Assets	$16,179	29.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,000	99.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$526,273
Total Liabilities	$0
Net Assets	$526,273

Compensation

Key Employees and Officers	Compensation	Other
Gail T Walerstein (Director)	$0	$0
Mark J Walerstein (Director)	$0	$0

990-PF

Filed on May 10, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$21,230

Expenses

$481,450

Net Income

-$460,220

Net Assets

$672,376

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$461	2.2%
Dividends	$38,058	> 100%
Sales of Assets	-$17,289
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$400,000	83.1%
Compensation of Officers*	$80,000	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$672,376
Total Liabilities	$0
Net Assets	$672,376

Compensation

Key Employees and Officers	Compensation	Other
Gail T Walerstein (Director)	$80,000	$0
Mark J Walerstein (Director)	$0	$0

990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$65,494

Expenses

$284,450

Net Income

-$218,956

Net Assets

$1,132,771

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,061	1.6%
Dividends	$44,270	67.6%
Sales of Assets	$20,163	30.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,000	70.3%
Compensation of Officers*	$80,000	28.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,132,771
Total Liabilities	$0
Net Assets	$1,132,771

Compensation

Key Employees and Officers	Compensation	Other
Ronald M Walerstein (President)	$80,000	$0
Gail T Walerstein (Treasurer)	$0	$0
Mark J Walerstein (Trustee)	$0	$0

990-PF

Filed on May 9, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$180,991

Expenses

$52,450

Net Income

$128,541

Net Assets

$1,380,910

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$33,220	18.4%
Interest Revenue	$31	0.0%
Dividends	$43,990	24.3%
Sales of Assets	$103,750	57.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,000	97.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,380,910
Total Liabilities	$0
Net Assets	$1,380,910

Compensation

Key Employees and Officers	Compensation	Other
Ronald M Walerstein (President)	$0	$0
Gail T Walerstein (Treasurer)	$0	$0
Mark J Walerstein (Trustee)	$0	$0

990-PF

Filed on April 6, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$73,159

Expenses

$50,250

Net Income

$22,909

Net Assets

$1,254,566

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	34.2%
Interest Revenue	$19	0.0%
Dividends	$48,397	66.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,800	91.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,254,567
Total Liabilities	$1
Net Assets	$1,254,566

Compensation

Key Employees and Officers	Compensation	Other
Ronald M Walerstein (President)	$0	$0
Gail T Walerstein (Treasurer)	$0	$0
Mark J Walerstein (Trustee)	$0	$0

990-PF

Filed on April 7, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$192,937

Expenses

$266,162

Net Income

-$73,225

Net Assets

$1,232,882

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$61,354	31.8%
Interest Revenue	$1,215	0.6%
Dividends	$60,951	31.6%
Sales of Assets	$69,417	36.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$264,500	99.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,232,883
Total Liabilities	$1
Net Assets	$1,232,882

Compensation

Key Employees and Officers	Compensation	Other
Ronald M Walerstein (President)	$0	$0
Gail T Walerstein (Treasurer)	$0	$0
Mark J Walerstein Guest (Trustee)	$0	$0

990-PF

Filed on July 6, 2020

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$147,935

Expenses

$169,534

Net Income

-$21,599

Net Assets

$1,309,544

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$79,962	54.1%
Interest Revenue	$0
Dividends	$67,973	45.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$167,200	98.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,309,544
Total Liabilities	$0
Net Assets	$1,309,544

Compensation

Key Employees and Officers	Compensation	Other
Ronald M Walerstein (Trustee)	$0	$0
Gail Walerstein (Trustee)	$0	$0
Mark J Walerstein (Trustee)	$0	$0

990-PF

Filed on May 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$116,870

Expenses

$165,072

Net Income

-$48,202

Net Assets

$1,330,254

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$52,000	44.5%
Interest Revenue	$0
Dividends	$62,349	53.3%
Sales of Assets	$0
Other Income	$2,521	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$162,650	98.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,330,254
Total Liabilities	$0
Net Assets	$1,330,254

Compensation

Key Employees and Officers	Compensation	Other
Ronald M Walerstein (Trustee)	$0	$0
Gail Walerstein (Trustee)	$0	$0
Mark J Walerstein (Trustee)	$0	$0

990-PF

Filed on May 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$141,890

Expenses

$134,718

Net Income

$7,172

Net Assets

$1,376,761

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$77,000	54.3%
Interest Revenue	$0
Dividends	$61,780	43.5%
Sales of Assets	$0
Other Income	$3,110	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$132,300	98.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,376,761
Total Liabilities	$0
Net Assets	$1,376,761

Compensation

Key Employees and Officers	Compensation	Other
Ronald M Walerstein (Trustee)	$0	$0
Gail Walerstein (Trustee)	$0	$0
Mark J Walerstein (Trustee)	$0	$0

990-PF

Filed on April 1, 2017

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$107,167

Expenses

$130,331

Net Income

-$23,164

Net Assets

$1,353,088

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$38,000	35.5%
Interest Revenue	$0
Dividends	$63,849	59.6%
Sales of Assets	$0
Other Income	$5,318	5.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$127,930	98.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,353,088
Total Liabilities	$0
Net Assets	$1,353,088

Compensation

Key Employees and Officers	Compensation	Other
Ronald M Walerstein (Trustee)	$0	$0
Gail Walerstein (Trustee)	$0	$0
Mark J Walerstein (Trustee)	$0	$0

990-PF

Filed on May 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$84,921

Expenses

$103,813

Net Income

-$18,892

Net Assets

$1,451,282

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000	23.6%
Interest Revenue	$0
Dividends	$58,507	68.9%
Sales of Assets	$0
Other Income	$6,345	7.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,000	98.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,451,282
Total Liabilities	$0
Net Assets	$1,451,282

Compensation

Key Employees and Officers	Compensation	Other
Ronald M Walerstein (Trustee)	$0	$0
Gail Walerstein (Trustee)	$0	$0
Mark J Walerstein (Trustee)	$0	$0

990-PF

Filed on April 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$73,059

Expenses

$98,780

Net Income

-$25,721

Net Assets

$1,470,174

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	13.7%
Interest Revenue	$0
Dividends	$56,997	78.0%
Sales of Assets	$0
Other Income	$6,014	8.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,500	98.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,470,174
Total Liabilities	$0
Net Assets	$1,470,174

Compensation

Key Employees and Officers	Compensation	Other
Ronald M Walerstein (Trustee)	$0	$0
Gail Walerstein (Trustee)	$0	$0
Mark J Walerstein (Trustee)	$0	$0

990-PF

Filed on April 11, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$69,265

Expenses

$106,976

Net Income

-$37,711

Net Assets

$1,495,894

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$15,526	22.4%
Interest Revenue	$0
Dividends	$53,685	77.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,896	99.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,495,895
Total Liabilities	$1
Net Assets	$1,495,894

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$57,534

Expenses

$71,070

Net Income

-$13,536

Net Assets

$1,533,605

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000	8.7%
Interest Revenue	$0
Dividends	$52,534	91.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,600	96.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,533,606
Total Liabilities	$1
Net Assets	$1,533,605

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Jeffrey David Walerstein Foundation

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001