Nonprofit · EIN 25-6892652
THE@WILLIAM L OLIVER AND DONNA F OLIVER FAMILY FUND
Also known as WILLIAM L OLIVER ET AL TTEE
Tax-exempt · DEVON, PA 19333
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $73,337 | $57,655 | $15,682 | $560,573 | $0 | $560,573 |
| December 31, 2024 | 990-PF | $57,088 | $29,194 | $27,894 | $544,891 | $0 | $544,891 |
| December 31, 2023 | 990-PF | $42,691 | $23,367 | $19,324 | $516,997 | $0 | $516,997 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,093
- Dividends
- $15,509
- Net gain from sales of assets
- $55,735
Expenses
- Grants and similar amounts paid
- $56,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $56,000
- Excise tax on investment income
- $989
Balance sheet and other
- Total assets, start of year
- $544,891
- Total assets, end of year
- $560,573
- Total liabilities, end of year
- $0
- Net assets, end of year
- $560,573
- Fair market value of assets
- $685,233
- Qualifying distributions
- $56,000
- Net investment income
- $71,244
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 |
|---|---|---|---|
| WILLIAM OLIVER 116 EXETER ROAD, DEVON, PA 19333 | TRUSTEE | 0.1 | $0 |
| DONNA OLIVER 116 EXETER ROAD, DEVON, PA 19333 | TRUSTEE | 0.1 | $0 |
| BROOKE FRITZ 309 CHAMOUNIX ROAD, WAYNE, PA 19087 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM OLIVER 116 EXETER ROAD, DEVON, PA 19333 | TRUSTEE | 0.1 | $0 |
| DONNA OLIVER 116 EXETER ROAD, DEVON, PA 19333 | TRUSTEE | 0.1 | $0 |
| BROOKE FRITZ 309 CHAMOUNIX ROAD, WAYNE, PA 19087 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM OLIVER 116 EXETER ROAD, DEVON, PA 19333 | TRUSTEE | 0.1 | $0 |
| DONNA OLIVER 116 EXETER ROAD, DEVON, PA 19333 | TRUSTEE | 0.1 | $0 |
| BROOKE FRITZ 309 CHAMOUNIX ROAD, WAYNE, PA 19087 | TRUSTEE | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 116 EXETER RD, DEVON, PA 19333-1606
- Signed the 990-PF
- WILLIAM OLIVER, TRUSTEE
- Phone
- (610) 647-4552
- Return prepared by
- STEPHANO SLACK 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 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
- 25-6892652
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $560,573
- Income (IRS master file)
- $113,297
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $73,337 | $57,655 | $560,573 | IRS |
| 990-PF | December 2024 | $57,088 | $29,194 | $544,891 | XML |
| 990-PF | December 2023 | $42,691 | $23,367 | $516,997 | 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 25-6892652).
Questions about THE@WILLIAM L OLIVER AND DONNA F OLIVER FAMILY FUND
- What is the EIN of THE@WILLIAM L OLIVER AND DONNA F OLIVER FAMILY FUND?
- The employer identification number (EIN) of THE@WILLIAM L OLIVER AND DONNA F OLIVER FAMILY FUND is 25-6892652.
- Is THE@WILLIAM L OLIVER AND DONNA F OLIVER FAMILY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to THE@WILLIAM L OLIVER AND DONNA F OLIVER FAMILY FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE@WILLIAM L OLIVER AND DONNA F OLIVER FAMILY FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE@WILLIAM L OLIVER AND DONNA F OLIVER FAMILY FUND 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 THE@WILLIAM L OLIVER AND DONNA F OLIVER FAMILY FUND 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 THE@WILLIAM L OLIVER AND DONNA F OLIVER FAMILY FUND?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE@WILLIAM L OLIVER AND DONNA F OLIVER FAMILY FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $73,337, expenses of $57,655 and total assets of $560,573 at year end.
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