Nonprofit · EIN 62-6026442
WELDON F OSBORNE FOUNDATION INC
Tax-exempt · CHATTANOOGA, TN 37402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $2,496,161 | $1,717,747 | $778,414 | $24,352,706 | $296,000 | $24,056,706 |
| June 30, 2024 | 990-PF | $1,548,009 | $1,537,247 | $10,762 | $23,390,180 | $345,946 | $23,044,234 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $377,186
- Interest
- $129,899
- Net rental income
- $68,160
- Net gain from sales of assets
- $1,920,639
- Other income
- $277
Expenses
- Grants and similar amounts paid
- $1,302,478
- Compensation of officers, directors and key employees
- $75,000
- Disbursements for charitable purposes
- $1,527,516
- Excise tax on investment income
- $31,845
Balance sheet and other
- Total assets, start of year
- $23,390,180
- Total assets, end of year
- $24,352,706
- Total liabilities, end of year
- $296,000
- Net assets, end of year
- $24,056,706
- Fair market value of assets
- $24,352,706
- Qualifying distributions
- $1,527,516
- Net investment income
- $2,496,161
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA MARTER 100 WEST ML KING BLVD STE 210, CHATTANOOGA, TN 37402 | ASSISTANT SECRETARY/TREASURER | 40 | $75,000 |
| GENE BURNETT 100 WEST ML KING BLVD STE 210, CHATTANOOGA, TN 37402 | TREASURER | 2 | $0 |
| C DUFFY FRANCK JR 100 WEST ML KING BLVD STE 210, CHATTANOOGA, TN 37402 | TRUSTEE | 2 | $0 |
| GLENN STOPHEL 100 WEST ML KING BLVD STE 210, CHATTANOOGA, TN 37402 | VICE PRESIDENT | 2 | $0 |
| WSCOTT MATTICE SR 100 WEST ML KING BLVD STE 210, CHATTANOOGA, TN 37402 | PRESIDENT | 15 | $0 |
| CHRISTINE B SMITH 100 WEST ML KING BLVD STE 210, CHATTANOOGA, TN 37402 | SECRETARY | 2 | $0 |
990-PF for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA MARTER 100 WEST ML KING BLVD STE 210, CHATTANOOGA, TN 37402 | ASSISTANT SECRETARY/TREASURER | 40 | $75,000 |
| GENE BURNETT 100 WEST ML KING BLVD STE 210, CHATTANOOGA, TN 37402 | VICE-PRESIDENT | 2 | $0 |
| C DUFFY FRANCK JR 100 WEST ML KING BLVD STE 210, CHATTANOOGA, TN 37402 | TRUSTEE | 2 | $0 |
| GLENN STOPHEL 100 WEST ML KING BLVD STE 210, CHATTANOOGA, TN 37402 | PRESIDENT | 2 | $0 |
| WSCOTT MATTICE SR 100 WEST ML KING BLVD STE 210, CHATTANOOGA, TN 37402 | TREASURER | 10 | $0 |
| CHRISTINE B SMITH 100 WEST ML KING BLVD STE 210, CHATTANOOGA, TN 37402 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 100 WEST ML KING BLVD 210, CHATTANOOGA, TN 37402-2543
- Signed the 990-PF
- WSCOTT MATTICESR, PRESIDENT
- Phone
- (423) 267-0931
- Website
- WFOSBORNEFOUNDATION.ORG
- Return prepared by
- BARTO HOSS & COMPANY 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 62-6026442
- 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
- 1961
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $24,352,706
- Income (IRS master file)
- $9,189,035
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $2,496,161 | $1,717,747 | $24,352,706 | XML |
| 990-PF | June 2024 | $1,548,009 | $1,537,247 | $23,390,180 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 62-6026442).
Questions about WELDON F OSBORNE FOUNDATION INC
- What is the EIN of WELDON F OSBORNE FOUNDATION INC?
- The employer identification number (EIN) of WELDON F OSBORNE FOUNDATION INC is 62-6026442.
- Is WELDON F OSBORNE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Are donations to WELDON F OSBORNE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WELDON F OSBORNE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WELDON F OSBORNE FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WELDON F OSBORNE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of WELDON F OSBORNE FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 6 people; 1 received compensation from the organization, the highest $75,000 (BARBARA MARTER, ASSISTANT SECRETARY/TREASURER).
- How much revenue does WELDON F OSBORNE FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $2,496,161, expenses of $1,717,747 and total assets of $24,352,706 at year end.
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