Nonprofit · EIN 55-0684389
W A WOLFE JR AND PHYLLIS P WOLFE FOUNDATION INC
Tax-exempt · BLUEFIELD, WV 24701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $146,897 | $236,488 | -$89,591 | $3,174,253 | $0 | $3,174,253 |
| December 31, 2024 | 990-PF | $132,604 | $231,606 | -$99,002 | $3,263,844 | $0 | $3,263,844 |
| December 31, 2023 | 990-PF | $73,196 | $233,708 | -$160,512 | $3,362,846 | $0 | $3,362,846 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $114,379
- Net gain from sales of assets
- $16,018
- Other income
- $16,500
Expenses
- Grants and similar amounts paid
- $203,323
- Compensation of officers, directors and key employees
- $30,779
- Disbursements for charitable purposes
- $203,323
- Excise tax on investment income
- $1,369
Balance sheet and other
- Total assets, start of year
- $3,263,844
- Total assets, end of year
- $3,174,253
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,174,253
- Fair market value of assets
- $5,004,849
- Qualifying distributions
- $203,323
- Net investment income
- $130,397
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 |
|---|---|---|---|
| BURKE & HERBERT BANK 525 FEDERAL STREET, BLUEFIELD, WV 24701 | TRUSTEE | 5 | $30,779 |
| JULIE JOHNSON 2613 BLAND ROAD, BLUEFIELD, WV 24701 | PRESIDENT | 0 | $0 |
| J RONALD HYPES 644 MERCER MALL ROAD, BLUEFIELD, WV 24701 | SECRETARY/TR | 1 | $0 |
| AMY S HAVENS 2098 DRY FORK ROAD, ROCKY GAP, VA 24366 | DIRECTOR | 1 | $0 |
| KATHERINE S SHOTT 422 OAKHURST AVENUE, BLUEFIELD, WV 24701 | VICE-PRESIDE | 1 | $0 |
| CHRIS SHOEMAKER 615 SUMMIT STREET, BLUEFIELD, VA 24605 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BURKE & HERBERT BANK 525 FEDERAL STREET, BLUEFIELD, WV 24701 | TRUSTEE | 5 | $29,179 |
| FRANK W WILKINSON 102 CALLAWAY CIRCLE, BLUEFIELD, VA 24605 | PRESIDENT | 2 | $0 |
| JULIE JOHNSON 2613 BLAND ROAD, BLUEFIELD, WV 24701 | VICE PRESIDE | 1 | $0 |
| J RONALD HYPES 644 MERCER MALL ROAD, BLUEFIELD, WV 24701 | DIRECTOR | 1 | $0 |
| AMY S HAVENS 2098 DRY FORK ROAD, ROCKY GAP, VA 24366 | DIRECTOR | 1 | $0 |
| KATHERINE S SHOTT 422 OAKHURST AVENUE, BLUEFIELD, WV 24701 | DIRECTOR | 1 | $0 |
| CHRIS SHOEMAKER 615 SUMMIT STREET, BLUEFIELD, VA 24605 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUMMIT COMMUNITY BANK 525 FEDERAL STREET, BLUEFIELD, WV 24701 | TRUSTEE | 5 | $26,472 |
| FRANK W WILKINSON 102 CALLAWAY CIRCLE, BLUEFIELD, VA 24605 | PRESIDENT | 1 | $0 |
| JULIE JOHNSON 2613 BLAND ROAD, BLUEFIELD, WV 24701 | VICE PRESIDE | 1 | $0 |
| J RONALD HYPES 644 MERCER MALL ROAD, BLUEFIELD, WV 24701 | DIRECTOR | 1 | $0 |
| AMY S HAVENS 2098 DRY FORK ROAD, ROCKY GAP, VA 24366 | DIRECTOR | 1 | $0 |
| KATHERINE S SHOTT 422 OAKHURST AVENUE, BLUEFIELD, WV 24701 | DIRECTOR | 1 | $0 |
| CHRIS SHOEMAKER 615 SUMMIT STREET, BLUEFIELD, VA 24605 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 525 FEDERAL ST, BLUEFIELD, WV 24701-3009
- Signed the 990-PF
- BURKE HERBERT BANK, TRUSTEE
- Phone
- (304) 324-3236
- Return prepared by
- MARK E LAWLESS
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
- 55-0684389
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1989
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,174,253
- Income (IRS master file)
- $549,594
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $146,897 | $236,488 | $3,174,253 | IRS |
| 990-PF | December 2024 | $132,604 | $231,606 | $3,263,844 | IRS |
| 990-PF | December 2023 | $73,196 | $233,708 | $3,362,846 | 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 55-0684389).
Questions about W A WOLFE JR AND PHYLLIS P WOLFE FOUNDATION INC
- What is the EIN of W A WOLFE JR AND PHYLLIS P WOLFE FOUNDATION INC?
- The employer identification number (EIN) of W A WOLFE JR AND PHYLLIS P WOLFE FOUNDATION INC is 55-0684389.
- Is W A WOLFE JR AND PHYLLIS P WOLFE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to W A WOLFE JR AND PHYLLIS P WOLFE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does W A WOLFE JR AND PHYLLIS P WOLFE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of W A WOLFE JR AND PHYLLIS P WOLFE 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 W A WOLFE JR AND PHYLLIS P WOLFE 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 W A WOLFE JR AND PHYLLIS P WOLFE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $30,779 (BURKE & HERBERT BANK, TRUSTEE).
- How much revenue does W A WOLFE JR AND PHYLLIS P WOLFE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $146,897, expenses of $236,488 and total assets of $3,174,253 at year end.
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