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Governance Register
US nonprofit · EIN 330757151 · Laguna Woods, CAiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 330757151) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe tenure.Latest return IRS Form 990 series e-file data - 990 for the year to 31 December 2025: assets, liabilities, staff, website, telephone, pay, grants paid (Schedule I).Renewal outlook Computed by Governance Register from the observed filing history and filed revenue (us-approach-v4-clean). Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

The Foundation of Laguna Woods Village's network

16 people1 organisationi16 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (16). Violet dotted lines (1) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

16 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 16 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Alison BOKDirector2025
1 yr
Anne Llewellyn MBA (also filed as Anne Llewellyn)Company secretary2022
4 yrs
Beth Perak PhD (also filed as Beth Perak)Director2023
3 yrs
Candace TysdalDirector2025
1 yr
Christine CollinsDirector2018
8 yrs
Debra David PhDDirector2023
3 yrs
Diane LevinDirector2020
6 yrs
Gael McPherson PostDirector2018
8 yrs
Gerald LudlumDirector2025
1 yr
Ilene Munzinger MADirector2025
1 yr
Janet SUDirector2025
1 yr
Joel Goldstein PHD (also filed as Joel Goldstein, Joel Goldstein PhD)Vice President2018
8 yrs
Marcy Sheinwold JD (also filed as Marcy Sheinwold)President2023
3 yrs
Margot GilisonVice President2023
3 yrs
Molly ByockDirector2025
1 yr
Sharon PhillipsTreasurer2023
3 yrs
Under 5 years5 to 6 years6 years or moreShow all 16 →

Officers and senior leadership

4 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Beth Perak PhDVice Presidentsince 2018
Marcy Sheinwold JDPresidentsince 2018
Margot GilisonCompany secretarysince 2018
Pat LeftwichTreasurersince 2018

Pay and hours

year to 31 December 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Marcy Sheinwold JDPresident10$0
Margot GilisonVice President10$0
Joel Goldstein PhDVice President10$0
Sharon PhillipsTreasurer10$0
Anne LlewellynSecretary10$0
Christine CollinsDirector5$0
DEBRA DAVID PhDDirector5$0
Diane LevinDirector5$0
Gael McPherson PostDirector5$0
Alison BokDirector5$0
Ilene Munzinger MaDirector5$0
Molly ByockDirector5$0
Janet SuDirector5$0
Candace TysdalDirector5$0
BETH PERAK PhDDirector5$0
Gerald LudlumDirector5$0

No pay was reported for anyone in Part VII on this return.

About

Legal name
The Foundation of Laguna Woods Village
EIN
330757151
Address
Po Box 3279, Laguna Woods, CA, 92654-3279
State
California
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 (as filed on the Form 990)
Activity (NTEE)
P80Z Human services
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Human Services
Size band
6 (IRS master file code)
Formed
1997
IRS ruling date
1 November 1997
Status
Code 01 (unconditional exemption)
Form 990 filings on record
7, latest 2025
IRS Publication 78
PC (contributions deductible)

Most connected

Longest observed on the filings

≥8years on the filingsChristine Collins
≥8years on the filingsGael McPherson Post
≥8years on the filingsJoel Goldstein PHD
≥6years on the filingsDiane Levin

Latest return

year to 31 December 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2025. US dollars, as filed.
Total assets
$3.3m
Total liabilities
$0
Net assets or fund balances
$3.3m
Contributions and grants received
$1.2m
Program service revenue
$0
Grants and similar paid out
$449k
Employees
0
Volunteers
15

Grants paid

3 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.
RecipientPurposeAmount
Age Well Senior ServicesMeals on wheels$124k
Healthy Agingalzheimers$18k
South County OutreachFood pantry and adult education$15k