Nonprofit · EIN 26-6067379
WOLTZ FOUNDATION
Also known as HOWARD O WOLTZ III TTEE
Tax-exempt · MOUNT AIRY, NC 27030
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $127,996 | $186,217 | -$58,221 | $2,104,701 | $0 | $2,104,701 |
| December 31, 2024 | 990-PF | $98,431 | $172,902 | -$74,471 | $2,087,757 | $0 | $2,087,757 |
| December 31, 2023 | 990-PF | $94,963 | $170,818 | -$75,855 | $2,062,878 | $0 | $2,062,878 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $91,202
- Interest
- $955
- Net gain from sales of assets
- $35,839
Expenses
- Grants and similar amounts paid
- $166,025
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $168,125
- Excise tax on investment income
- $1,528
Balance sheet and other
- Total assets, start of year
- $2,087,757
- Total assets, end of year
- $2,104,701
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,104,701
- Fair market value of assets
- $3,330,072
- Qualifying distributions
- $168,125
- Net investment income
- $127,996
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 |
|---|---|---|---|
| EDWIN M WOLTZ 334 BEECHTREE CIRCLE, MOUNT AIRY, NC 27030 | TRUSTEE, DIRECTOR | 0.5 | $0 |
| HOWARD O WOLTZ III 375 MONTCLAIR DRIVE, MOUNT AIRY, NC 27030 | TRUSTEE, DIRECTOR | 0.5 | $0 |
| JOAN W ROBBINS 6123 SAINT ANDREWS LANE, RICHMOND, VA 23226 | DIRECTOR | 0.5 | $0 |
| LOUISE E WOLTZ 1308 EDGEWATER CLUB ROAD 1, WILMINGTON, NC 28411 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWIN M WOLTZ 119 RAWLEY AVENUE, MOUNT AIRY, NC 27030 | TRUSTEE, DIRECTOR | 0.5 | $0 |
| HOWARD O WOLTZ III 375 MONTCLAIR DRIVE, MOUNT AIRY, NC 27030 | TRUSTEE, DIRECTOR | 0.5 | $0 |
| JOAN W ROBBINS 6123 SAINT ANDREWS LANE, RICHMOND, VA 23226 | DIRECTOR | 0.5 | $0 |
| LOUISE E WOLTZ 1308 EDGEWATER CLUB ROAD 1, WILMINGTON, NC 28411 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWIN M WOLTZ 119 RAWLEY AVENUE, MOUNT AIRY, NC 27030 | TRUSTEE, DIRECTOR | 0.5 | $0 |
| HOWARD O WOLTZ III 375 MONTCLAIR DRIVE, MOUNT AIRY, NC 27030 | TRUSTEE, DIRECTOR | 0.5 | $0 |
| JOAN W ROBBINS 6123 SAINT ANDREWS LANE, RICHMOND, VA 23226 | DIRECTOR | 0.5 | $0 |
| LOUISE E WOLTZ 1308 EDGEWATER CLUB ROAD 1, WILMINGTON, NC 28411 | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 334 BEECHTREE CIR, MOUNT AIRY, NC 27030-9796
- Signed the 990-PF
- EDWIN M WOLTZ, TRUSTEE
- Phone
- (336) 786-5556
- Return prepared by
- BRENDA R LINEBERRY CPA PC
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
- 26-6067379
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,104,701
- Income (IRS master file)
- $331,680
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $127,996 | $186,217 | $2,104,701 | IRS |
| 990-PF | December 2024 | $98,431 | $172,902 | $2,087,757 | IRS |
| 990-PF | December 2023 | $94,963 | $170,818 | $2,062,878 | 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 26-6067379).
Questions about WOLTZ FOUNDATION
- What is the EIN of WOLTZ FOUNDATION?
- The employer identification number (EIN) of WOLTZ FOUNDATION is 26-6067379.
- Is WOLTZ FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to WOLTZ FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WOLTZ FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WOLTZ 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 WOLTZ 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 WOLTZ FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does WOLTZ FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $127,996, expenses of $186,217 and total assets of $2,104,701 at year end.
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