Nonprofit · EIN 47-6667269
WALTERS FAMILY FOUNDATION
Also known as KIRK W WALTERS TTEE
Tax-exempt · CHARLOTTE, VT 05445
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $22,403 | $9,424 | $12,979 | $863,910 | $0 | $863,910 |
| December 31, 2024 | 990-PF | $39,463 | $8,428 | $31,035 | $850,931 | $0 | $850,931 |
| December 31, 2023 | 990-PF | $26,656 | $13,286 | $13,370 | $819,896 | $0 | $819,896 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $20,934
- Interest
- $1
- Net gain from sales of assets
- $1,468
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,445
- Excise tax on investment income
- $218
Balance sheet and other
- Total assets, start of year
- $850,931
- Total assets, end of year
- $863,910
- Total liabilities, end of year
- $0
- Net assets, end of year
- $863,910
- Fair market value of assets
- $1,401,049
- Qualifying distributions
- $2,445
- Net investment income
- $22,403
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 |
|---|---|---|---|
| KIRK W WALTERS 250 SANCTUARY LANE, CHARLOTTE, VT 054456312 | TRUSTEE, AS REQ'D | 0 | $0 |
| LORETTA M WALTERS 250 SANCTUARY LANE, CHARLOTTE, VT 054456312 | TRUSTEE, AS REQ'D | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIRK W WALTERS 250 Sanctuary Lane, Charlotte, VT 054456312 | TRUSTEE, as req'd | 0 | $0 |
| LORETTA M WALTERS 250 Sanctuary Lane, Charlotte, VT 054456312 | TRUSTEE, as req'd | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIRK W WALTERS 250 Sanctuary Lane, Charlotte, VT 054456312 | TRUSTEE, as req'd | 0 | $0 |
| LORETTA M WALTERS 250 Sanctuary Lane, Charlotte, VT 054456312 | TRUSTEE, as req'd | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 250 SANCTUARY LN, CHARLOTTE, VT 05445-4526
- In care of
- % KIRK W & LORETTA M WALTERS
- Signed the 990-PF
- KIRK WALTERS, TRUSTEE
- Phone
- (802) 425-7001
- Return prepared by
- PROSPERITY PARTNERS
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
- 47-6667269
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $863,910
- Income (IRS master file)
- $193,696
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $22,403 | $9,424 | $863,910 | IRS |
| 990-PF | December 2024 | $39,463 | $8,428 | $850,931 | IRS |
| 990-PF | December 2023 | $26,656 | $13,286 | $819,896 | 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 47-6667269).
Questions about WALTERS FAMILY FOUNDATION
- What is the EIN of WALTERS FAMILY FOUNDATION?
- The employer identification number (EIN) of WALTERS FAMILY FOUNDATION is 47-6667269.
- Is WALTERS FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to WALTERS FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALTERS FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALTERS 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 WALTERS 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 WALTERS 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 WALTERS FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $22,403, expenses of $9,424 and total assets of $863,910 at year end.
Other nonprofits in CHARLOTTE
- JAN & DAVID BLITTERSDORF FOUNDATION INC EIN 06-1764244 · last filed 990-PF for 2024
- CLEMMONS FAMILY FARM EIN 84-2314023 · last filed 990 for 2024
- CHARLOTTE FIRE AND RESCUE SERVICES INC EIN 03-0272894 · last filed 990 for 2025
- CHARLOTTE DAY CARE CENTER INC EIN 22-2533829 · last filed 990 for 2025
- MERRYMAC FARM SANCTUARY INCORPORATED EIN 92-2917439 · last filed 990 for 2025
- ROBERT FLEMING & JANE HOWE PATRICK FOUNDATION EIN 03-0317962 · last filed 990-PF for 2025
- TCN INC EIN 85-4018256 · last filed 990-EZ for 2025
- NET ZERO VERMONT INCORPORATED EIN 27-2371175 · last filed 990-EZ for 2024
All nonprofits in CHARLOTTE · Vermont · Philanthropy, voluntarism and grantmaking foundations