Steven & Carole Weinberg Foundation

Dana Point, CA
Tax-exempt since Dec. 1996
EIN: 33-0726791

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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.

Category: Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$58.5k (2024)

Expenses

$72.2k (2024)

Total Assets

$357k (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

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 Sept.
2024

Revenue

$58,462

Expenses

$72,232

Net Income

-$13,770

Net Assets

$356,504

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$46	0.1%
Dividends	$15,101	25.8%
Sales of Assets	$41,955	71.8%
Other Income	$1,360	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,347	35.1%
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	$356,504
Total Liabilities	$0
Net Assets	$356,504

Compensation

Key Employees and Officers	Compensation	Other
Steven Weinberg (Trustee)	$0	$0
Carol Weinberg (Trustee)	$0	$0

990-PF

Filed on Nov. 4, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2023

Revenue

$44,272

Expenses

$67,057

Net Income

-$22,785

Net Assets

$401,504

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,035	29.4%
Sales of Assets	$31,237	70.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,590	53.1%
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	$401,504
Total Liabilities	$0
Net Assets	$401,504

Compensation

Key Employees and Officers	Compensation	Other
Steven Weinberg (Trustee)	$0	$0
Carol Weinberg (Trustee)	$0	$0

990-PF

Filed on Dec. 23, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2022

Revenue

$76,410

Expenses

$48,895

Net Income

$27,515

Net Assets

$432,878

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,385	14.9%
Sales of Assets	$64,420	84.3%
Other Income	$605	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,025	71.6%
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	$432,878
Total Liabilities	$0
Net Assets	$432,878

Compensation

Key Employees and Officers	Compensation	Other
Steven Weinberg (Trustee)	$0	$0
Carol Weinberg (Trustee)	$0	$0

990-PF

Filed on Dec. 22, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2021

Revenue

$81,898

Expenses

$61,890

Net Income

$20,008

Net Assets

$423,550

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$11,488	14.0%
Sales of Assets	$65,978	80.6%
Other Income	$4,429	5.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,941	67.8%
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	$423,550
Total Liabilities	$0
Net Assets	$423,550

Compensation

Key Employees and Officers	Compensation	Other
Steven Weinberg (Trustee)	$0	$0
Carol Weinberg (Trustee)	$0	$0

990-PF

Filed on Dec. 20, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2020

Revenue

$52,583

Expenses

$57,089

Net Income

-$4,506

Net Assets

$433,999

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$10,453	19.9%
Sales of Assets	$38,285	72.8%
Other Income	$3,837	7.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,538	65.8%
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	$434,000
Total Liabilities	$1
Net Assets	$433,999

Compensation

Key Employees and Officers	Compensation	Other
Steven Weinberg (Trustee)	$0	$0
Carol Weinberg (Trustee)	$0	$0

990-PF

Filed on Oct. 13, 2020

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2019

Revenue

$60,842

Expenses

$51,008

Net Income

$9,834

Net Assets

$438,506

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$40	0.1%
Dividends	$11,461	18.8%
Sales of Assets	$46,191	75.9%
Other Income	$3,150	5.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,174	74.8%
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	$438,506
Total Liabilities	$0
Net Assets	$438,506

Compensation

Key Employees and Officers	Compensation	Other
Steven Weinberg (Trustee)	$0	$0
Carol Weinberg (Trustee)	$0	$0

990-PF

Filed on Dec. 5, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2018

Revenue

$64,487

Expenses

$59,639

Net Income

$4,848

Net Assets

$428,672

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36	0.1%
Dividends	$12,236	19.0%
Sales of Assets	$50,649	78.5%
Other Income	$1,566	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,013	65.4%
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	$428,672
Total Liabilities	$0
Net Assets	$428,672

Compensation

Key Employees and Officers	Compensation	Other
Steven Weinberg (Trustee)	$0	$0
Carol Weinberg (Trustee)	$0	$0

990-PF

Filed on Nov. 19, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Sept.
2016

Revenue

-$6,713

Expenses

$49,145

Net Income

-$55,858

Net Assets

$447,552

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,215
Sales of Assets	-$21,928
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,315	67.8%
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	$447,552
Total Liabilities	$0
Net Assets	$447,552

Compensation

Key Employees and Officers	Compensation	Other
Steven Weinberg (Trustee)	$0	$0
Carol Weinberg (Trustee)	$0	$0

990-PF

Filed on Jan. 17, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2015

Revenue

$27,987

Expenses

$52,907

Net Income

-$24,920

Net Assets

$503,410

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,515	55.4%
Sales of Assets	$12,472	44.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,015	70.0%
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	$503,410
Total Liabilities	$0
Net Assets	$503,410

990-PF

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

PDF

Fiscal Year Ending Sept.
2014

Revenue

$50,540

Expenses

$41,528

Net Income

$9,012

Net Assets

$528,330

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,354	36.3%
Sales of Assets	$32,186	63.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,465	68.5%
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	$528,330
Total Liabilities	$0
Net Assets	$528,330

990-PF

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

PDF

Fiscal Year Ending Sept.
2013

Revenue

$98,424

Expenses

$32,360

Net Income

$66,064

Net Assets

$519,318

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,845	47.6%
Sales of Assets	$51,579	52.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,992	71.1%
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	$519,318
Total Liabilities	$0
Net Assets	$519,318

990-PF

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

PDF

Fiscal Year Ending Sept.
2012

Revenue

$44,270

Expenses

$16,966

Net Income

$27,304

Net Assets

$453,254

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,955	33.8%
Sales of Assets	$29,267	66.1%
Other Income	$48	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,007	70.8%
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	$453,254
Total Liabilities	$0
Net Assets	$453,254

990-PF

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

PDF

Fiscal Year Ending Sept.
2011

Revenue

$36,364

Expenses

$30,047

Net Income

$6,317

Net Assets

$425,950

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,791	35.2%
Sales of Assets	$23,573	64.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,810	95.9%
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	$425,950
Total Liabilities	$0
Net Assets	$425,950

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Steven & Carole Weinberg Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $58.5k (2024)

Expenses $72.2k (2024)

Total Assets $357k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$58.5k (2024)

Expenses

$72.2k (2024)

Total Assets

$357k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001