Nonprofit · EIN 42-1431227
WOLPERT FAMILY FOUNDATION
Tax-exempt · SIOUX CITY, IA 51103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $23,522 | $11,768 | $11,754 | $462,129 | $2,250 | $459,879 |
| June 30, 2025 | 990-PF | $33,716 | $15,338 | $18,378 | $450,375 | $2,250 | $448,125 |
| June 30, 2024 | 990-PF | $12,308 | $37,626 | -$25,318 | $429,747 | $0 | $429,747 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $7,277
- Interest
- $12
- Net gain from sales of assets
- $16,233
Expenses
- Grants and similar amounts paid
- $10,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $10,000
- Excise tax on investment income
- $302
Balance sheet and other
- Total assets, start of year
- $450,375
- Total assets, end of year
- $462,129
- Total liabilities, end of year
- $2,250
- Net assets, end of year
- $459,879
- Fair market value of assets
- $624,778
- Qualifying distributions
- $10,000
- Net investment income
- $23,522
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 |
|---|---|---|---|
| JOHN A WOLPERT 5422 W 141ST TERRACE, LEAWOOD, KS 66224 | PRESIDENT | 0 | $0 |
| PAUL W WOLPERT 2301 ST ANTHONY PLACE, SIOUX CITY, IA 51108 | SECRETARY/TREASURER | 0 | $0 |
990-PF for the year ended June 30, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN A WOLPERT 5422 W 141ST TERRACE, LEAWOOD, KS 66224 | PRESIDENT | 0 | $0 |
| PAUL W WOLPERT 2301 ST ANTHONY PLACE, SIOUX CITY, IA 51108 | SECRETARY/TREASURER | 0.25 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN A WOLPERT 5422 W 141ST TERRACE, LEAWOOD, KS 66224 | TRUSTEE | 0 | $0 |
| PAUL W WOLPERT 2301 ST ANTHONY PLACE, SIOUX CITY, IA 51108 | TRUSTEE | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 701 W 5TH ST, SIOUX CITY, IA 51103-3719
- In care of
- % PAUL W WOLPERT
- Signed the 990-PF
- PAUL WOLPERT, SECRETARY/TREASURER
- Phone
- (712) 251-0154
- Return prepared by
- HANCOCK & DANA 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 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 42-1431227
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $462,129
- Income (IRS master file)
- $81,106
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $23,522 | $11,768 | $462,129 | IRS |
| 990-PF | June 2025 | $33,716 | $15,338 | $450,375 | IRS |
| 990-PF | June 2024 | $12,308 | $37,626 | $429,747 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 42-1431227).
Questions about WOLPERT FAMILY FOUNDATION
- What is the EIN of WOLPERT FAMILY FOUNDATION?
- The employer identification number (EIN) of WOLPERT FAMILY FOUNDATION is 42-1431227.
- Is WOLPERT FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to WOLPERT FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WOLPERT FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WOLPERT FAMILY 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 WOLPERT FAMILY 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 WOLPERT FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does WOLPERT FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $23,522, expenses of $11,768 and total assets of $462,129 at year end.
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