Nonprofit · EIN 65-0881769
WURTMAN FOUNDATION INC
Tax-exempt · WELLESLEY, MA 02481
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $458,491 | $219,391 | $239,100 | $1,774,871 | $0 | $1,774,871 |
| June 30, 2024 | 990-PF | $845,433 | $208,714 | $636,719 | $1,430,069 | $0 | $1,430,069 |
| June 30, 2023 | 990-PF | $48,111 | $74,070 | -$25,959 | $866,338 | $12,993 | $853,345 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $411,080
- Dividends
- $36,068
- Net gain from sales of assets
- $10,134
- Other income
- $1,209
Expenses
- Grants and similar amounts paid
- $161,062
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $175,413
- Excise tax on investment income
- $48
Balance sheet and other
- Total assets, start of year
- $1,430,069
- Total assets, end of year
- $1,774,871
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,774,871
- Fair market value of assets
- $1,774,871
- Qualifying distributions
- $175,413
- Net investment income
- $47,411
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 |
|---|---|---|---|
| ELIE WURTMAN C/O ML FAM OFFC 800 CAPITOL ST 2070, HOUSTON, TX 77002 | PRESIDENT | 0.5 | $0 |
| ROBERT FINKEL C/O COREN LICHTENSTEIN 60 WALNUT ST, 4TH FL, WELLESLEY, MA 02481 | TREASURER AND SECRETARY | 0.5 | $0 |
| ENID WURTMAN CO ELIE WURTMAN C/O ML FAM OFFC 800 CAPITOL ST 2070, HOUSTON, TX 77002 | DIRECTOR | 0.5 | $0 |
| BOAZ LIPSCHITZ C/O ML FAM OFFC 800 CAPITOL ST 2070, HOUSTON, TX 77002 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIE WURTMAN C/O ML FAM OFFC 800 CAPITOL ST 2070, HOUSTON, TX 77002 | PRESIDENT | 0.5 | $0 |
| ROBERT FINKEL C/O KERSTEIN COREN LICHTENSTEIN LLP, 60 WALNUT STREET, WELLESLEY, MA 02481 | TREASURER AND SECRETARY | 0.5 | $0 |
| ENID WURTMAN CO ELIE WURTMAN C/O ML FAM OFFC 800 CAPITOL ST 2070, HOUSTON, TX 77002 | DIRECTOR | 0.5 | $0 |
| BOAZ LIPSCHITZ C/O ML FAM OFFC 800 CAPITOL ST 2070, HOUSTON, TX 77002 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIE WURTMAN C/O ML FAM OFFC 800 CAPITOL ST 2070, HOUSTON, TX 77002 | PRESIDENT | 0.5 | $0 |
| ROBERT FINKEL C/O KERSTEIN COREN LICHTENSTEIN LLP, 60 WALNUT STREET, WELLESLEY, MA 02481 | TREASURER AND SECRETARY | 0.5 | $0 |
| ENID WURTMAN CO ELIE WURTMAN C/O ML FAM OFFC 800 CAPITOL ST 2070, HOUSTON, TX 77002 | DIRECTOR | 0.5 | $0 |
| BOAZ LIPSCHITZ C/O ML FAM OFFC 800 CAPITOL ST 2070, HOUSTON, TX 77002 | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 60 WALNUT ST STE 4, WELLESLEY, MA 02481-2103
- In care of
- % ROBERT FINKEL
- Signed the 990-PF
- ROBERT FINKEL, TREASURER
- Phone
- (781) 997-1563
- Return prepared by
- BAUMANN & BAUMANN CPAS 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 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
- 65-0881769
- 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
- 2001
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Religion-related (X30)
- Assets (IRS master file)
- $1,774,871
- Income (IRS master file)
- $478,013
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $458,491 | $219,391 | $1,774,871 | IRS |
| 990-PF | June 2024 | $845,433 | $208,714 | $1,430,069 | IRS |
| 990-PF | June 2023 | $48,111 | $74,070 | $866,338 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | 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 65-0881769).
Questions about WURTMAN FOUNDATION INC
- What is the EIN of WURTMAN FOUNDATION INC?
- The employer identification number (EIN) of WURTMAN FOUNDATION INC is 65-0881769.
- Is WURTMAN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to WURTMAN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does WURTMAN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WURTMAN 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 WURTMAN 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 WURTMAN FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does WURTMAN FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $458,491, expenses of $219,391 and total assets of $1,774,871 at year end.
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