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Nonprofit · EIN 74-2767267

FOUNDATION OF JOSEPH

Tax-exempt · SAN ANTONIO, TX 78205

Financials

$1.2M$101K2023$226K$123K2024$426K$134K2025
Revenue Expenses · by fiscal year end
Financials of FOUNDATION OF JOSEPH by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$425,963$133,688$292,275$2,274,729$0$2,274,729
December 31, 2024990-PF$225,588$122,946$102,642$1,982,454$0$1,982,454
December 31, 2023990-PF$1,194,445$101,385$1,093,060$1,879,812$0$1,879,812
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$133,688
Dividends
$1,751
Interest
$77,432
Net gain from sales of assets
$213,092

Expenses

Grants and similar amounts paid
$125,000
Disbursements for charitable purposes
$125,000
Excise tax on investment income
$3,942

Balance sheet and other

Total assets, start of year
$1,982,454
Total assets, end of year
$2,274,729
Total liabilities, end of year
$0
Net assets, end of year
$2,274,729
Fair market value of assets
$2,459,571
Qualifying distributions
$125,000
Net investment income
$292,275

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
PETER M BETTY J WOLVERTON
110 MANCHESTER WAY, SAN ANTONIO, TX 78249
N/A0.2$0
TROY WOLVERTON
1251 REDONDO DRIVE, SAN JOSE, CA 95125
N/A0.1$0
STACY KRISTINE HUNSICKER
2828 HUDSON AURORA ROAD, HUDSON, OH 44236
N/A0.1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
PETER M BETTY J WOLVERTON
110 MANCHESTER WAY, SAN ANTONIO, TX 78249
N/A0.2$0
TROY WOLVERTON
1251 REDONDO DRIVE, SAN JOSE, CA 95125
N/A0.1$0
STACY KRISTINE HUNSICKER
2828 HUDSON AURORA ROAD, HUDSON, OH 44236
N/A0.1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
PETER M BETTY J WOLVERTON
110 MANCHESTER WAY, SAN ANTONIO, TX 78249
N/A0.2$0
TROY WOLVERTON
1251 REDONDO DRIVE, SAN JOSE, CA 95125
N/A0.1$0
STACY KRISTINE HUNSICKER
2828 HUDSON AURORA ROAD, HUDSON, OH 44236
N/A0.1$0

Address and contacts

Address (IRS master file)
213 BROADWAY ST, SAN ANTONIO, TX 78205-1923
In care of
% PETER M WOLVERTON
Signed the 990-PF
Peter Wolverton, Trustee
Phone
(210) 525-0825
Return prepared by
Oroian Guest & Little 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
74-2767267
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
1996
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82J)
Assets (IRS master file)
$2,274,729
Income (IRS master file)
$732,081

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$425,963$133,688$2,274,729XML
990-PFDecember 2024$225,588$122,946$1,982,454XML
990-PFDecember 2023$1,194,445$101,385$1,879,812XML
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 74-2767267).

Questions about FOUNDATION OF JOSEPH

What is the EIN of FOUNDATION OF JOSEPH?
The employer identification number (EIN) of FOUNDATION OF JOSEPH is 74-2767267.
Is FOUNDATION OF JOSEPH tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to FOUNDATION OF JOSEPH tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FOUNDATION OF JOSEPH file?
Form 990-PF. Private foundations file every year.
When is the next return of FOUNDATION OF JOSEPH 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 FOUNDATION OF JOSEPH 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 FOUNDATION OF JOSEPH?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does FOUNDATION OF JOSEPH have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $425,963, expenses of $133,688 and total assets of $2,274,729 at year end.

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