Form 990 for tax year 2025
Filed by THE FOUNDATION OF LAGUNA WOODS VILLAGE.
Totals
- Total revenue
- $1,267,956
- Total expenses
- $473,731
- Contributions and grants received
- $1,167,000
- Grants paid
- $448,744
- Program service revenue
- $0
- Investment income
- $95,806
- Other revenue
- $5,150
- Total assets, end of year
- $3,280,992
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $3,280,992
- Program services expenses (Part IX)
- $448,744
- Management and general expenses
- $24,987
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $448,744
Program services were 94.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$1,167,000
-
3 · Investment income
total $95,806 · excluded $95,806
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: LEVY FAMILY DECENTS TRUST K1
total $5,150 · related or exempt $5,150
-
11e · Other revenue, total
$5,150
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $186,737 · program services $186,737
-
2 · Grants to domestic individuals
total $262,007 · program services $262,007
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $1,350 · management and general $1,350
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $5,293 · management and general $5,293
-
24a · Other expenses: ADMIN, PRINTING, POSTAGE, FEES
total $18,344 · management and general $18,344
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $156,740 · end of year $85,556
-
2 · Savings and temporary cash investments
beginning of year $530,233 · end of year $612,225
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $1,669,891 · end of year $2,583,211
-
31 · Retained earnings, endowment or other funds
beginning of year $2,356,864 · end of year $3,280,992
Mission and programs · 2025
Mission
A charitable organization dedicated to helping residents of Laguna Woods Village by providing temporary financial and emergency assistance for individuals in need as well as funding life-enhancing programs for our community
Activities or mission (Part I)
TO PROVIDE TEMPORARY EMERGENCY ASSISTANCE TO THE RESIDENTS OF LAGUNA WOODS VILLAGE. HELP IS PROVIDED INVOLVING SHORTAGES OF FOOD, MEDICATIONS, UTILITIES, HEARING AIDS, CARE, MEALS AND ADULT DAY CARE.
-
IN 2025, THE FOUNDATION OF LAGUNA WOODS VILLAGE ASSISTED PEOPLE IN THE LAGUNA WOODS VILLAGE COMMUNITY WITH EMERGENCY NEEDS FOR FOOD, UTILITIES, DAY CARE, HOME HEALTH CARE, HEARING AIDS, MEALS ON WHEELS & TRANSPORTATION
Expenses $448,744
As filed on the 2025 return.
Listed in Part VII
-
MARCY SHEINWOLD JD
President
- Total calculated
- $0
- Hours/week
- 10
-
MARGOT GILISON
Vice President
- Total calculated
- $0
- Hours/week
- 10
-
JOEL GOLDSTEIN PHD
Vice President
- Total calculated
- $0
- Hours/week
- 10
-
SHARON PHILLIPS
Treasurer
- Total calculated
- $0
- Hours/week
- 10
-
ANNE LLEWELLYN
Secretary
- Total calculated
- $0
- Hours/week
- 10
-
CHRISTINE COLLINS
Director
- Total calculated
- $0
- Hours/week
- 5
-
DEBRA DAVID PhD
Director
- Total calculated
- $0
- Hours/week
- 5
-
DIANE LEVIN
Director
- Total calculated
- $0
- Hours/week
- 5
-
GAEL MCPHERSON POST
Director
- Total calculated
- $0
- Hours/week
- 5
-
ALISON BOK
Director
- Total calculated
- $0
- Hours/week
- 5
-
ILENE MUNZINGER MA
Director
- Total calculated
- $0
- Hours/week
- 5
-
MOLLY BYOCK
Director
- Total calculated
- $0
- Hours/week
- 5
-
JANET SU
Director
- Total calculated
- $0
- Hours/week
- 5
-
CANDACE TYSDAL
Director
- Total calculated
- $0
- Hours/week
- 5
-
BETH PERAK PhD
Director
- Total calculated
- $0
- Hours/week
- 5
-
GERALD LUDLUM
Director
- Total calculated
- $0
- Hours/week
- 5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$123,937
MEALS ON WHEELS
-
$18,120
CHARITABLE
-
$15,000
FOOD PANTRY AND ADULT EDUCATION
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 6 April 2026
- IRS schema version
- 2025v4.1
- Source object
- 202610969349301381
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