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Nonprofit · EIN 54-1582312

WALTIE FUND

Tax-exempt · MIDLOTHIAN, VA 23113

Financials

$40K$55K2023$48K$50K2024$109K$59K2025
Revenue Expenses · by fiscal year end
Financials of WALTIE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$108,505$58,725$49,780$389,400$0$389,400
December 31, 2024990-PF$48,135$50,185-$2,050$339,620$0$339,620
December 31, 2023990-PF$39,837$55,135-$15,298$341,670$0$341,670
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$2,602
Dividends
$19,967
Net gain from sales of assets
$85,936

Expenses

Grants and similar amounts paid
$47,250
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$49,126
Excise tax on investment income
$1,347

Balance sheet and other

Total assets, start of year
$339,620
Total assets, end of year
$389,400
Total liabilities, end of year
$0
Net assets, end of year
$389,400
Fair market value of assets
$972,534
Qualifying distributions
$49,126
Net investment income
$105,903

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.

NameTitleHours / weekCompensation
J RANDALL STREET
1980 LAUDERDALE DRIVE APT G03, HENRICO, VA 23238
PRESIDENT/TREASURER (THRU 11/25)0.5$0
MARJORIE STREET MITCHELL
14012 PLANTERS WALK DRIVE, MIDLOTHIAN, VA 23113
DIRECTOR0.1$0
WILLIAM HENRY STREET JR
2800 E BRIGSTOCK ROAD, MIDLOTHIAN, VA 23113
PRESIDENT/TREAS/SEC (BEG 11/25)0.1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
J RANDALL STREET
1980 LAUDERDALE DRIVE APT G03, HENRICO, VA 23238
PRESIDENT/TREASURER0.5$0
MARJORIE STREET MITCHELL
14012 PLANTERS WALK DRIVE, MIDLOTHIAN, VA 23113
DIRECTOR0.1$0
WILLIAM HENRY STREET JR
2800 E BRIGSTOCK ROAD, MIDLOTHIAN, VA 23113
DIRECTOR0.1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
J RANDALL STREET
1980 LAUDERDALE DRIVE APT G03, HENRICO, VA 23238
PRESIDENT/TREASURER0.5$0
MARJORIE STREET MITCHELL
14012 PLANTERS WALK DRIVE, MIDLOTHIAN, VA 23113
DIRECTOR0.1$0
WILLIAM HENRY STREET JR
2800 E BRIGSTOCK ROAD, MIDLOTHIAN, VA 23113
DIRECTOR0.1$0

Address and contacts

Address (IRS master file)
2800 E BRIGSTOCK RD, MIDLOTHIAN, VA 23113-3903
Signed the 990-PF
WILLIAM HENRY STREET JR, PRESIDENT/TREASURER/SECRETARY
Phone
(804) 521-9666
Return prepared by
RSM US LLP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
54-1582312
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
1991
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$389,400
Income (IRS master file)
$135,480

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$108,505$58,725$389,400IRS
990-PFDecember 2024$48,135$50,185$339,620IRS
990-PFDecember 2023$39,837$55,135$341,670XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 54-1582312).

Questions about WALTIE FUND

What is the EIN of WALTIE FUND?
The employer identification number (EIN) of WALTIE FUND is 54-1582312.
Is WALTIE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to WALTIE FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WALTIE FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of WALTIE FUND 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 WALTIE FUND 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 WALTIE FUND?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does WALTIE FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $108,505, expenses of $58,725 and total assets of $389,400 at year end.

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