Nonprofit · EIN 27-0839151
WILLY FOUNDATION INC
Tax-exempt · CHARLESTON, WV 25314
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $20,763 | $16,988 | $3,775 | $226,751 | $0 | $226,751 |
| December 31, 2024 | 990-PF | $10,028 | $7,395 | $2,633 | $222,976 | $0 | $222,976 |
| December 31, 2023 | 990-PF | $5,575 | $4,735 | $840 | $220,343 | $0 | $220,343 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $10,638
- Dividends
- $1,064
- Interest
- $7,675
- Net gain from sales of assets
- $760
- Other income
- $626
Expenses
- Grants and similar amounts paid
- $13,500
- Disbursements for charitable purposes
- $16,461
- Excise tax on investment income
- $133
Balance sheet and other
- Total assets, start of year
- $222,976
- Total assets, end of year
- $226,751
- Total liabilities, end of year
- $0
- Net assets, end of year
- $226,751
- Fair market value of assets
- $226,751
- Qualifying distributions
- $16,461
- Net investment income
- $10,125
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 |
|---|---|---|---|
| GRANT P H SHUMAN 5 ST CHARLES PLACE, CHARLESTON, WV 25301 | CHAIRMAN | 0 | $0 |
| EDWARD S SHUMAN 2401 ORCHARD CREST BLVD, MANASQUAN, NJ 08736 | VICE-PRESIDE | 0 | $0 |
| JONATHAN S SHUMAN 1412 SWEETBRIER ROAD, CHARLESTON, WV 25314 | VICE-PRESIDE | 0 | $0 |
| JAMES SHUMAN 1412 SWEETBRIER ROAD, CHARLESTON, WV 25314 | PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GRANT P H SHUMAN 1575 SMITH ROAD APT 5, CHARLESTON, WV 25314 | PRESIDENT | 0 | $0 |
| EDWARD S SHUMAN 71 COTTAGE STREET 2, NEW HAVEN, CT 06520 | VICE-PRESIDE | 0 | $0 |
| JONATHAN S SHUMAN 1412 SWEETBRIER ROAD, CHARLESTON, WV 25314 | VICE-PRESIDE | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE H SHUMAN 1412 SWEETBRIER ROAD, CHARLESTON, WV 25314 | SEC/TREAS | 0 | $0 |
| GRANT P H SHUMAN 1575 SMITH ROAD APT 5, CHARLESTON, WV 25314 | PRESIDENT | 0 | $0 |
| EDWARD S SHUMAN 71 COTTAGE STREET 2, NEW HAVEN, CT 06520 | VICE-PRESIDE | 0 | $0 |
| JONATHAN S SHUMAN 1412 SWEETBRIER ROAD, CHARLESTON, WV 25314 | VICE-PRESIDE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1412 SWEETBRIER RD, CHARLESTON, WV 25314-1909
- Signed the 990-PF
- JAMES SHUMAN, PRESIDENT
- Phone
- (304) 342-4453
- Website
- WWW.THEWILLYFOUNDATION.ORG
- Return prepared by
- ELLIS & ELLIS PLLC
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
- 27-0839151
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $226,751
- Income (IRS master file)
- $20,763
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $20,763 | $16,988 | $226,751 | XML |
| 990-PF | December 2024 | $10,028 | $7,395 | $222,976 | XML |
| 990-PF | December 2023 | $5,575 | $4,735 | $220,343 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 27-0839151).
Questions about WILLY FOUNDATION INC
- What is the EIN of WILLY FOUNDATION INC?
- The employer identification number (EIN) of WILLY FOUNDATION INC is 27-0839151.
- Is WILLY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to WILLY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLY FOUNDATION INC 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 WILLY FOUNDATION INC 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 WILLY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does WILLY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $20,763, expenses of $16,988 and total assets of $226,751 at year end.
Other nonprofits in CHARLESTON
- GREATER KANAWHA VALLEY FOUNDATION EIN 55-6024430 · last filed 990 for 2024
- ENCOVA FOUNDATION OF WEST VIRGINIA EIN 80-0772825 · last filed 990-PF for 2024
- ANN DILLEY WHITE AND JULIE STEINLE HOTZ FOUNDATION INC EIN 85-3457725 · last filed 990-PF for 2024
- UNITED WAY OF CENTRAL WEST VIRGINIA INC EIN 55-0402755 · last filed 990 for 2025
- ELLIOT FOUNDATION INC EIN 26-2253829 · last filed 990-PF for 2024
- STRONG-TREISTER FAMILY FOUNDATION INC EIN 55-0755503 · last filed 990-PF for 2025
- HELEN G NASSIF FOUNDATION INC EIN 52-2031005 · last filed 990-PF for 2024
- MARTHA GAINES AND RUSSELL WEHRLE MEMORIAL FOUNDATION EIN 26-6428986 · last filed 990-PF for 2025
All nonprofits in CHARLESTON · West Virginia · Philanthropy, voluntarism and grantmaking foundations