Nonprofit · EIN 16-1597826
FRITZ AND LOIS WAFLER FAMILY FOUNDATION
Tax-exempt · WOLCOTT, NY 14590
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $7,524 | $15,289 | -$7,765 | $23,886 | $0 | $23,886 |
| December 31, 2024 | 990-PF | $8,207 | $24,070 | -$15,863 | $31,028 | $0 | $31,028 |
| December 31, 2023 | 990-PF | $6,809 | $19 | $6,790 | $45,817 | $0 | $45,817 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $815
- Net gain from sales of assets
- $6,709
Expenses
- Grants and similar amounts paid
- $14,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $15,175
- Excise tax on investment income
- $105
Balance sheet and other
- Total assets, start of year
- $31,028
- Total assets, end of year
- $23,886
- Total liabilities, end of year
- $0
- Net assets, end of year
- $23,886
- Fair market value of assets
- $23,886
- Qualifying distributions
- $15,175
- Net investment income
- $7,524
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOIS WAFLER 10662 SLAGHT ROAD, WOLCOTT, NY 14590 | TRUSTEE | 1 | $0 |
| PAUL WAFLER 10662 SLAGHT ROAD, WOLCOTT, NY 14590 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOIS WAFLER 10662 SLAGHT ROAD, WOLCOTT, NY 14590 | TRUSTEE | 1 | $0 |
| PAUL WAFLER 10662 SLAGHT ROAD, WOLCOTT, NY 14590 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOIS WAFLER 10662 SLAGHT ROAD, WOLCOTT, NY 14590 | TRUSTEE | 1 | $0 |
| PAUL WAFLER 10662 SLAGHT ROAD, WOLCOTT, NY 14590 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 10662 SLAGHT RD, WOLCOTT, NY 14590-9594
- In care of
- % FRITZ & LOIS WAFLER
- Signed the 990-PF
- PAUL WAFLER, TRUSTEE
- Phone
- (315) 594-2649
- Return prepared by
- DEJOY & CO CPAS LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 16-1597826
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $23,886
- Income (IRS master file)
- $13,087
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $7,524 | $15,289 | $23,886 | IRS |
| 990-PF | December 2024 | $8,207 | $24,070 | $31,028 | IRS |
| 990-PF | December 2023 | $6,809 | $19 | $45,817 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 16-1597826).
Questions about FRITZ AND LOIS WAFLER FAMILY FOUNDATION
- What is the EIN of FRITZ AND LOIS WAFLER FAMILY FOUNDATION?
- The employer identification number (EIN) of FRITZ AND LOIS WAFLER FAMILY FOUNDATION is 16-1597826.
- Is FRITZ AND LOIS WAFLER FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to FRITZ AND LOIS WAFLER FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRITZ AND LOIS WAFLER FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRITZ AND LOIS WAFLER FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRITZ AND LOIS WAFLER FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of FRITZ AND LOIS WAFLER FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does FRITZ AND LOIS WAFLER FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $7,524, expenses of $15,289 and total assets of $23,886 at year end.
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