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Nonprofit · EIN 74-2509618

THE LILLIAN WALTOM FOUNDATION

Tax-exempt · CORPUS CHRISTI, TX 78418

Financials

$321K$252K2023$335K$419K2024$335K$270K2025
Revenue Expenses · by fiscal year end
Financials of THE LILLIAN WALTOM FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$335,334$269,558$65,776$4,453,486$0$4,453,486
December 31, 2024990-PF$334,571$419,347-$84,776$4,395,797$0$4,395,797
December 31, 2023990-PF$320,532$251,519$69,013$4,274,001$0$4,273,805
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Other income
$335,334

Expenses

Grants and similar amounts paid
$90,000
Compensation of officers, directors and key employees
$177,000
Disbursements for charitable purposes
$90,000
Excise tax on investment income
$1,482

Balance sheet and other

Total assets, start of year
$4,395,797
Total assets, end of year
$4,453,486
Total liabilities, end of year
$0
Net assets, end of year
$4,453,486
Qualifying distributions
$90,000
Net investment income
$106,647

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
GERALD ZUHLKE
901 OAK ST, JOURDANTON, TX 78026
TRUSTEE0$112,000
KERRY ZUHLKE
901 OAK ST, JOURDANTON, TX 78026
TRUSTEE0$50,000
WANDA BORTH
1097 HWY 97 W, JOURDANTON, TX 78026
TRUSTEE0$15,000
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
GERALD ZUHLKE
901 OAK ST, JOURDANTON, TX 78026
TRUSTEE0$200,000
KERRY ZUHLKE
901 OAK ST, JOURDANTON, TX 78026
TRUSTEE0$50,000
WANDA BORTH
1097 HWY 97 W, JOURDANTON, TX 78026
TRUSTEE0$15,000
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
GERALD ZUHLKE
901 OAK ST, JOURDANTON, TX 78026
TRUSTEE0$100,000
KERRY ZUHLKE
901 OAK ST, JOURDANTON, TX 78026
TRUSTEE0$25,000
WANDA BORTH
1097 HWY 97 W, JOURDANTON, TX 78026
TRUSTEE0$5,000

Address and contacts

Address (IRS master file)
14810 WINDWARD DR 415, CORPUS CHRISTI, TX 78418-8003
Signed the 990-PF
GERALD ZUHLKE, TRUSTEE
Phone
(830) 200-7650
Return prepared by
GUERRERO AND CO 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 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
74-2509618
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
1988
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,453,486
Income (IRS master file)
$335,334

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$335,334$269,558$4,453,486IRS
990-PFDecember 2024$334,571$419,347$4,395,797IRS
990-PFDecember 2023$320,532$251,519$4,274,001XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 74-2509618).

Questions about THE LILLIAN WALTOM FOUNDATION

What is the EIN of THE LILLIAN WALTOM FOUNDATION?
The employer identification number (EIN) of THE LILLIAN WALTOM FOUNDATION is 74-2509618.
Is THE LILLIAN WALTOM FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to THE LILLIAN WALTOM FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE LILLIAN WALTOM FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE LILLIAN WALTOM 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 THE LILLIAN WALTOM 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 THE LILLIAN WALTOM FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $112,000 (GERALD ZUHLKE, TRUSTEE).
How much revenue does THE LILLIAN WALTOM FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $335,334, expenses of $269,558 and total assets of $4,453,486 at year end.

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