Nonprofit · EIN 23-7716735
THE NANCY AND RICHARD WOLFSON CHARITABLE FOUNDATION
Also known as WOLFSON N A & R A CO TTEES
Tax-exempt · BLUE BELL, PA 19422
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $906 | $115 | $791 | $77,135 | $0 | $77,135 |
| June 30, 2024 | 990-PF | -$1,989 | $20,325 | -$22,314 | $76,344 | $0 | $76,344 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $503
- Other income
- $403
Expenses
- Grants and similar amounts paid
- $100
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $100
- Excise tax on investment income
- $7
Balance sheet and other
- Total assets, start of year
- $76,344
- Total assets, end of year
- $77,135
- Total liabilities, end of year
- $0
- Net assets, end of year
- $77,135
- Fair market value of assets
- $10,243
- Qualifying distributions
- $100
- Net investment income
- $503
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY WOLFSON PO BOX 685 560 LESLIE LANE, BLUE BELL, PA 19422 | TRUSTEE | 0 | $0 |
| RICHARD WOLFSON PO BOX 685 560 LESLIE LANE, BLUE BELL, PA 19422 | TRUSTEE | 0 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY WOLFSON PO BOX 685 560 LESLIE LANE, BLUE BELL, PA 19422 | TRUSTEE | 0 | $0 |
| RICHARD WOLFSON PO BOX 685 560 LESLIE LANE, BLUE BELL, PA 19422 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 685, BLUE BELL, PA 19422-0685
- In care of
- % NANCY WOLFSON
- Signed the 990-PF
- NANCY WOLFSON, FOUNDATION MANAGER
- Phone
- (215) 542-1222
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7716735
- 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
- 1993
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $72,337
- Income (IRS master file)
- $1,913
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $906 | $115 | $77,135 | XML |
| 990-PF | June 2024 | -$1,989 | $20,325 | $76,344 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 23-7716735).
Questions about THE NANCY AND RICHARD WOLFSON CHARITABLE FOUNDATION
- What is the EIN of THE NANCY AND RICHARD WOLFSON CHARITABLE FOUNDATION?
- The employer identification number (EIN) of THE NANCY AND RICHARD WOLFSON CHARITABLE FOUNDATION is 23-7716735.
- Is THE NANCY AND RICHARD WOLFSON CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to THE NANCY AND RICHARD WOLFSON CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE NANCY AND RICHARD WOLFSON CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE NANCY AND RICHARD WOLFSON CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE NANCY AND RICHARD WOLFSON CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of THE NANCY AND RICHARD WOLFSON CHARITABLE FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does THE NANCY AND RICHARD WOLFSON CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $906, expenses of $115 and total assets of $77,135 at year end.
Other nonprofits in BLUE BELL
- REP FAMILY FOUNDATION INC EIN 87-1864143 · last filed 990-PF for 2025
- GENUARDI FAMILY FOUNDATION EIN 23-3041300 · last filed 990-PF for 2024
- MONTGOMERY COUNTY FOUNDATION EIN 23-6298550 · last filed 990 for 2025
- KATE SVITEK MEMORIAL FOUNDATION EIN 30-6021703 · last filed 990 for 2025
- PEOPLE HELPING PEOPLE FOUNDATION EIN 45-1739190 · last filed 990-PF for 2025
- WILLIAM AND VALERIE GAILLARD FOUNDATION INC EIN 22-3760258 · last filed 990-PF for 2025
- KILDUFF FAMILY FOUNDATION EIN 25-6845386 · last filed 990-PF for 2025
- FRIENDS OF INDIAN EVANGELICAL MISSION INC EIN 85-4290532 · last filed 990-N for 2025
All nonprofits in BLUE BELL · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations