Nonprofit · EIN 04-3671809
WISH YOU WELL FOUNDATION
Tax-exempt · PENNINGTON, NJ 08534
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $92,699 | $123,303 | -$30,604 | $156,857 | $0 | $156,857 |
| April 30, 2025 | 990-PF | $89,877 | $132,279 | -$42,402 | $187,466 | $0 | $187,466 |
| April 30, 2024 | 990-PF | $97,754 | $121,491 | -$23,737 | $229,872 | $0 | $229,872 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Contributions, gifts and grants
- $81,406
- Dividends
- $4,034
- Net gain from sales of assets
- $7,151
- Other income
- $108
Expenses
- Grants and similar amounts paid
- $121,868
- Disbursements for charitable purposes
- $123,118
- Excise tax on investment income
- $157
Balance sheet and other
- Total assets, start of year
- $187,466
- Total assets, end of year
- $156,857
- Total liabilities, end of year
- $0
- Net assets, end of year
- $156,857
- Fair market value of assets
- $160,547
- Qualifying distributions
- $123,118
- Net investment income
- $11,293
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID G BALDACCI 12359 SUNRISE VALLEY DRIVE, RESTON, VA 20191 | PRESIDENT | 2 | $0 |
| MICHELLE A BALDACCI 12359 SUNRISE VALLEY DRIVE, RESTON, VA 20191 | VICE PRESIDENT | 2 | $0 |
990-PF for the year ended April 30, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID G BALDACCI 12359 SUNRISE VALLEY DRIVE, RESTON, VA 20191 | PRESIDENT | 2 | $0 |
| MICHELLE A BALDACCI 12359 SUNRISE VALLEY DRIVE, RESTON, VA 20191 | VICE PRESIDENT | 2 | $0 |
990-PF for the year ended April 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID G BALDACCI 12359 SUNRISE VALLEY DRIVE, RESTON, VA 20191 | PRESIDENT | 2 | $0 |
| MICHELLE A BALDACCI 12359 SUNRISE VALLEY DRIVE, RESTON, VA 20191 | VICE PRESIDENT | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1532, PENNINGTON, NJ 08534-0691
- In care of
- % MERRILL LYNCH TRUST COMPANY
- Signed the 990-PF
- DAVID G BALDACCI, PRESIDENT
- Phone
- (888) 866-3275
- Return prepared by
- BANK OF AMERICA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3671809
- 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
- 2002
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $156,857
- Income (IRS master file)
- $122,564
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $92,699 | $123,303 | $156,857 | XML |
| 990-PF | April 2025 | $89,877 | $132,279 | $187,466 | XML |
| 990-PF | April 2024 | $97,754 | $121,491 | $229,872 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 2019 | – | – | – | 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 04-3671809).
Questions about WISH YOU WELL FOUNDATION
- What is the EIN of WISH YOU WELL FOUNDATION?
- The employer identification number (EIN) of WISH YOU WELL FOUNDATION is 04-3671809.
- Is WISH YOU WELL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to WISH YOU WELL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WISH YOU WELL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WISH YOU WELL FOUNDATION due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WISH YOU WELL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of WISH YOU WELL FOUNDATION?
- The 990-PF for the year ended April 30, 2026 lists 2 people; 0 received compensation from the organization.
- How much revenue does WISH YOU WELL FOUNDATION have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $92,699, expenses of $123,303 and total assets of $156,857 at year end.
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