Nonprofit · EIN 23-6395203
CHARLES WENTZ CARTER MEMORIAL
Tax-exempt · ORO VALLEY, AZ 85755
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $50,846 | $73,181 | -$22,335 | $363,692 | $0 | $363,692 |
| December 31, 2024 | 990-PF | $60,802 | $64,647 | -$3,845 | $386,027 | $0 | $386,027 |
| December 31, 2023 | 990-PF | $43,923 | $69,116 | -$25,193 | $389,872 | $0 | $389,872 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $30,795
- Net gain from sales of assets
- $20,051
Expenses
- Grants and similar amounts paid
- $70,000
- Disbursements for charitable purposes
- $70,000
- Excise tax on investment income
- $707
Balance sheet and other
- Total assets, start of year
- $386,027
- Total assets, end of year
- $363,692
- Total liabilities, end of year
- $0
- Net assets, end of year
- $363,692
- Fair market value of assets
- $1,631,761
- Qualifying distributions
- $70,000
- Net investment income
- $50,846
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 |
|---|---|---|---|
| MS HARRIET B WENTZ 2136 N BLANDENA ST, PORTLAND, OR 97217 | PRESIDENT | 0 | $0 |
| MR CHARLES R WENTZ PO BOX 364 2530 NAUSET RD, NORTH EASTHAM, MA 02651 | SECRETARY | 0 | $0 |
| MRS HELEN PANITT 199 OAKPOINT LANDING DR, MOUNT PLEASANT, SC 29464 | BOARD MEMBER | 0 | $0 |
| MRS KENNARD WOODWORTH 13500 N RANCHO VISTOSO BLVD 465, ORO VALLEY, AZ 85755 | TRUSTEE & TR | 0 | $0 |
| JEANNE MARIE PIERRELOUIS 67 TANGLEWOOD DRIVE, LAKE OSWEGO, OR 97035 | TRUSTEE | 0 | $0 |
| CORNELIA WOODWORTH 302 GETHSEMANE ST, NEVADA CITY, CA 95959 | BOARD MEMBER | 0 | $0 |
| SARAH HOUCHIN 5616 SANTA CRUZ AVE, RICHMOND, CA 94804 | BOARD MEMBER | 0 | $0 |
| ASHLEY PHO 40616 OPAL CT, LEESBURG, VA 20175 | VICE PRESIDE | 0 | $0 |
990-PF for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MS HARRIET B WENTZ 2136 N BLANDENA ST, PORTLAND, OR 97217 | PRESIDENT | 0 | $0 |
| MR CHARLES R WENTZ PO BOX 364 2530 NAUSET RD, NORTH EASTHAM, MA 02651 | SECRETARY | 0 | $0 |
| MRS HELEN PANITT 199 OAKPOINT LANDING DR, MOUNT PLEASANT, SC 29464 | BOARD MEMBER | 0 | $0 |
| MRS KENNARD WOODWORTH 13500 N RANCHO VISTOSO BLVD 465, ORO VALLEY, AZ 85755 | TRUSTEE & TR | 0 | $0 |
| JEANNE MARIE PIERRELOUIS 67 TANGLEWOOD DRIVE, LAKE OSWEGO, OR 97035 | TRUSTEE | 0 | $0 |
| CORNELIA WOODWORTH 302 GETHSEMANE ST, NEVADA CITY, CA 95959 | BOARD MEMBER | 0 | $0 |
| SARAH HOUCHIN 5616 SANTA CRUZ AVE, RICHMOND, CA 94804 | BOARD MEMBER | 0 | $0 |
| ASHLEY PHO 40616 OPAL CT, LEESBURG, VA 20175 | VICE PRESIDE | 0 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MS HARRIET B WENTZ 2136 N BLANDENA ST, PORTLAND, OR 97217 | PRESIDENT | 0 | $0 |
| MR CHARLES R WENTZ PO BOX 364 2530 NAUSET RD, NORTH EASTHAM, MA 02651 | VICE PRESIDE | 0 | $0 |
| MRS HELEN PANNITT 199 OAKPOINT LANDING DR, MOUNT PLEASANT, SC 29464 | SECRETARY | 0 | $0 |
| MRS KENNARD WOODWORTH 13500 N RANCHO VISTOSO BLVD 465, ORO VALLEY, AZ 85755 | TRUSTEE & TR | 0 | $0 |
| JEANNE MARIE PIERRELOUIS 67 TANGLEWOOD DRIVE, LAKE OSWEGO, OR 97035 | TRUSTEE | 0 | $0 |
| BESS CORNELIA WOODWORTH 302 GETHSEMANE ST, NEVADA CITY, CA 95959 | BOARD MEMBER | 0 | $0 |
| SARAH HOUCHIN 5616 SANTA CRUZ AVE, RICHMOND, CA 94804 | BOARD MEMBER | 0 | $0 |
| ASHLEY PHO 40616 OPAL CT, LEESBURG, VA 20175 | BOARD MEMBER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 13500 N RANCHO VISTOSO BLVD APT 465, ORO VALLEY, AZ 85755-5949
- In care of
- % BESS WOODWORTH
- Signed the 990-PF
- MRS KENNARD WOODWORTH, TRUSTEE & TREASURER
- Phone
- (520) 531-5544
- Return prepared by
- BUSBY SANFORD BRADY CPAS PLC
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
- 23-6395203
- 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
- 1965
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $363,692
- Income (IRS master file)
- $69,621
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $50,846 | $73,181 | $363,692 | IRS |
| 990-PF | December 2024 | $60,802 | $64,647 | $386,027 | IRS |
| 990-PF | December 2023 | $43,923 | $69,116 | $389,872 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 23-6395203).
Questions about CHARLES WENTZ CARTER MEMORIAL
- What is the EIN of CHARLES WENTZ CARTER MEMORIAL?
- The employer identification number (EIN) of CHARLES WENTZ CARTER MEMORIAL is 23-6395203.
- Is CHARLES WENTZ CARTER MEMORIAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to CHARLES WENTZ CARTER MEMORIAL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES WENTZ CARTER MEMORIAL file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES WENTZ CARTER MEMORIAL 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 CHARLES WENTZ CARTER MEMORIAL 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 CHARLES WENTZ CARTER MEMORIAL?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does CHARLES WENTZ CARTER MEMORIAL have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $50,846, expenses of $73,181 and total assets of $363,692 at year end.
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