Nonprofit · EIN 83-0402777
WILBUR MORELAND HAVENS CHARITABLE FOUNDATION
Tax-exempt · RICHMOND, VA 23219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $318,877 | $507,487 | -$188,610 | $3,177,668 | $0 | $3,177,668 |
| June 30, 2024 | 990-PF | $194,406 | $537,677 | -$343,271 | $3,373,984 | $0 | $3,373,984 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $194,781
- Interest
- $18,527
- Net gain from sales of assets
- $105,569
Expenses
- Grants and similar amounts paid
- $497,000
- Disbursements for charitable purposes
- $497,000
- Excise tax on investment income
- $2,862
Balance sheet and other
- Total assets, start of year
- $3,373,984
- Total assets, end of year
- $3,177,668
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,177,668
- Fair market value of assets
- $9,612,525
- Qualifying distributions
- $497,000
- Net investment income
- $213,308
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 |
|---|---|---|---|
| CHARLES K FOX 15 TOWANA ROAD, RICHMOND, VA 23226 | PRESIDENT | 1 | $0 |
| W F SEYMOUR ONE JAMES CENTER, RICHMOND, VA 23219 | SECRETARY | 1 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES K FOX 15 TOWANA ROAD, RICHMOND, VA 23226 | PRESIDENT | 1 | $0 |
| W F SEYMOUR ONE JAMES CENTER, RICHMOND, VA 23219 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1900 ONE JAMES CENTER 901 E CARY ST, RICHMOND, VA 23219-0000
- In care of
- % CHARLES K FOX
- Mailing address (990-N for 2007)
- 3800 Patterson Ave, Richmond VA 23221
- Principal officer (990-N for 2007)
- Makcolm L Wells, 3800 Patterson Ave, Richmond VA 23221
- Signed the 990-PF
- W F SEYMOUR, SECRETARY
- Phone
- (804) 358-1150
- Return prepared by
- WELLSCOLEMAN
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
- 83-0402777
- 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
- 2005
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $3,177,668
- Income (IRS master file)
- $545,629
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $318,877 | $507,487 | $3,177,668 | IRS |
| 990-PF | June 2024 | $194,406 | $537,677 | $3,373,984 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
| 990-N for 2007 Officer: Makcolm L Wells | June 30, 2008 | ≤ $50,000 receipts | – | – | e-Postcard |
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 83-0402777).
Questions about WILBUR MORELAND HAVENS CHARITABLE FOUNDATION
- What is the EIN of WILBUR MORELAND HAVENS CHARITABLE FOUNDATION?
- The employer identification number (EIN) of WILBUR MORELAND HAVENS CHARITABLE FOUNDATION is 83-0402777.
- Is WILBUR MORELAND HAVENS CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to WILBUR MORELAND HAVENS CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILBUR MORELAND HAVENS CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILBUR MORELAND HAVENS CHARITABLE FOUNDATION 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 WILBUR MORELAND HAVENS CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who is the principal officer of WILBUR MORELAND HAVENS CHARITABLE FOUNDATION?
- The 990-N for 2007 names Makcolm L Wells.
- Who are the officers and directors of WILBUR MORELAND HAVENS CHARITABLE FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does WILBUR MORELAND HAVENS CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $318,877, expenses of $507,487 and total assets of $3,177,668 at year end.
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