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Nonprofit · EIN 20-3980909

WELLER FAMILY FOUNDATION INC

Tax-exempt · ROCHESTER, NY 14625

Financials

$633K$137K2023$811K$190K2024
Revenue Expenses · by fiscal year end
Financials of WELLER FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$810,938$190,127$620,811$3,313,659$0$3,313,659
September 30, 2024990-PF$632,626$137,312$495,314$2,692,848$0$2,692,848
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$619,116
Dividends
$116,360
Net gain from sales of assets
$75,462

Expenses

Grants and similar amounts paid
$154,137
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$156,077
Excise tax on investment income
$2,222

Balance sheet and other

Total assets, start of year
$2,692,848
Total assets, end of year
$3,313,659
Total liabilities, end of year
$0
Net assets, end of year
$3,313,659
Fair market value of assets
$4,315,849
Qualifying distributions
$156,077
Net investment income
$191,822

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
GORDON T WELLER
C/O 500 LINDEN OAKS SUITE 210, ROCHESTER, NY 14625
VICE PRESIDENT AND DIRECTOR3$0
KATHERINE C THOMAS
C/O 500 LINDEN OAKS SUITE 210, ROCHESTER, NY 14625
PRESIDENT AND DIRECTOR3$0
EMILY L O'CONNOR
C/O 500 LINDEN OAKS SUITE 210, ROCHESTER, NY 14625
DIRECTOR3$0
JAMES J ECKL
C/O 500 LINDEN OAKS SUITE 210, ROCHESTER, NY 14625
SECRETARY3$0
CHRISTOPHER G WELLER
C/O 500 LINDEN OAKS SUITE 210, ROCHESTER, NY 14625
DIRECTOR3$0
TOBIN B WOODRUFF
C/O 500 LINDEN OAKS SUITE 210, ROCHESTER, NY 14625
TREASURER3$0
990-PF for the year ended September 30, 2024: 6 people
NameTitleHours / weekCompensation
GORDON T WELLER
C/O 500 LINDEN OAKS SUITE 210, ROCHESTER, NY 14625
VICE PRESIDENT AND DIRECTOR0$0
KATHERINE C THOMAS
C/O 500 LINDEN OAKS SUITE 210, ROCHESTER, NY 14625
PRESIDENT AND DIRECTOR0$0
EMILY L O'CONNOR
C/O 500 LINDEN OAKS SUITE 210, ROCHESTER, NY 14625
DIRECTOR0$0
JAMES J ECKL
C/O 500 LINDEN OAKS SUITE 210, ROCHESTER, NY 14625
SECRETARY0$0
CHRISTOPHER G WELLER
C/O 500 LINDEN OAKS SUITE 210, ROCHESTER, NY 14625
DIRECTOR0$0
TOBIN B WOODRUFF
C/O 500 LINDEN OAKS SUITE 210, ROCHESTER, NY 14625
TREASURER0$0

Address and contacts

Address (IRS master file)
500 LINDEN OAKS STE 210, ROCHESTER, NY 14625-2821
In care of
% COBBLESTONE CAPITAL ADVISORS LLC
Signed the 990-PF
JAMES J ECKL, SECRETARY
Phone
(585) 473-3333
Return prepared by
EFPR ADVISORY LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
20-3980909
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
2006
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$3,313,659
Income (IRS master file)
$1,094,280

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$810,938$190,127$3,313,659XML
990-PFSeptember 2024$632,626$137,312$2,692,848XML
990-PFSeptember 2023–––IRS
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2019–––IRS
990-PFSeptember 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 20-3980909).

Questions about WELLER FAMILY FOUNDATION INC

What is the EIN of WELLER FAMILY FOUNDATION INC?
The employer identification number (EIN) of WELLER FAMILY FOUNDATION INC is 20-3980909.
Is WELLER FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to WELLER FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WELLER FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of WELLER FAMILY FOUNDATION INC due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WELLER FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of WELLER FAMILY FOUNDATION INC?
The 990-PF for the year ended September 30, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does WELLER FAMILY FOUNDATION INC have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $810,938, expenses of $190,127 and total assets of $3,313,659 at year end.

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