Nonprofit · EIN 33-1062280
ANN & BILL WALLACE FOUNDATION INC
Tax-exempt · ORLANDO, FL 32804
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $122,955 | $322,906 | -$199,951 | $989,354 | $0 | $989,354 |
| December 31, 2023 | 990-PF | $120,308 | $266,832 | -$146,524 | $1,189,305 | $0 | $1,189,305 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $73,525
- Net gain from sales of assets
- $49,430
Expenses
- Grants and similar amounts paid
- $297,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $297,000
- Excise tax on investment income
- $1,390
Balance sheet and other
- Total assets, start of year
- $1,189,305
- Total assets, end of year
- $989,354
- Total liabilities, end of year
- $0
- Net assets, end of year
- $989,354
- Fair market value of assets
- $4,873,453
- Qualifying distributions
- $297,000
- Net investment income
- $122,955
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bill Wallace 401 W Colonial Dr Suite 2, Orlando, FL 32804 | Director | 1 | $0 |
| Ann Wallace 401 W Colonial Dr Suite 2, Orlando, FL 32804 | Director | 1 | $0 |
| Christena Black 401 W Colonial Dr Suite 2, Orlando, FL 32804 | Director | 1 | $0 |
| Judith Wallace 1811 Lorena Lane, Orlando, FL 32806 | Director | 1 | $0 |
| W N Wallace II 4024 Arrow Avenue, Sarasota, FL 34232 | Director | 1 | $0 |
| Jennifer Wallace 401 W Colonial Dr Suite 2, Orlando, FL 32804 | Director | 1 | $0 |
| Jessica Luzadder 401 W Colonial Dr Suite 2, Orlando, FL 32804 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bill Wallace 401 W Colonial Dr Suite 2, Orlando, FL 32804 | Director | 1 | $0 |
| Ann Wallace 401 W Colonial Dr Suite 2, Orlando, FL 32804 | Director | 1 | $0 |
| Christena Black 401 W Colonial Dr Suite 2, Orlando, FL 32804 | Director | 1 | $0 |
| Judith Wallace 1811 Lorena Lane, Orlando, FL 32806 | Director | 1 | $0 |
| W N Wallace II 4024 Arrow Avenue, Sarasota, FL 34232 | Director | 1 | $0 |
| Jennifer Wallace 401 W Colonial Dr Suite 2, Orlando, FL 32804 | Director | 1 | $0 |
| Jessica Luzadder 401 W Colonial Dr Suite 2, Orlando, FL 32804 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 401 W COLONIAL DR STE 2, ORLANDO, FL 32804-6855
- In care of
- % CHRISTENA BLACK
- Signed the 990-PF
- Christena Black, Treasurer
- Phone
- (407) 629-4055
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 | Not 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
- 33-1062280
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $989,354
- Income (IRS master file)
- $324,577
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $122,955 | $322,906 | $989,354 | XML |
| 990-PF | December 2023 | $120,308 | $266,832 | $1,189,305 | 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 33-1062280).
Questions about ANN & BILL WALLACE FOUNDATION INC
- What is the EIN of ANN & BILL WALLACE FOUNDATION INC?
- The employer identification number (EIN) of ANN & BILL WALLACE FOUNDATION INC is 33-1062280.
- Is ANN & BILL WALLACE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to ANN & BILL WALLACE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANN & BILL WALLACE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANN & BILL WALLACE FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANN & BILL WALLACE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ANN & BILL WALLACE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does ANN & BILL WALLACE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $122,955, expenses of $322,906 and total assets of $989,354 at year end.
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