Nonprofit · EIN 83-0469852
WESLEY JOSEPH & MARION FAMILY FOUNDATION
Tax-exempt · NEWTOWN, PA 18940
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $70,984 | $140,120 | -$69,136 | $623,691 | $0 | $623,691 |
| December 31, 2023 | 990-PF | $46,653 | $104,788 | -$58,135 | $692,827 | $0 | $692,827 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $43,315
- Net gain from sales of assets
- -$1,236
- Other income
- $28,905
Expenses
- Grants and similar amounts paid
- $135,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $135,000
- Excise tax on investment income
- $531
Balance sheet and other
- Total assets, start of year
- $692,827
- Total assets, end of year
- $623,691
- Total liabilities, end of year
- $0
- Net assets, end of year
- $623,691
- Fair market value of assets
- $609,965
- Qualifying distributions
- $135,000
- Net investment income
- $43,315
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH L WESLEY SR 1600 S OCEAN BOULEVARD PH2, POMPANO BEACH, FL 33062 | TRUSTEE | 1 | $0 |
| MARION M WESLEY 1600 S OCEAN BOULEVARD PH2, POMPANO BEACH, FL 33062 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH L WESLEY SR 1600 S OCEAN BOULEVARD PH2, POMPANO BEACH, FL 33062 | TRUSTEE | 1 | $0 |
| MARION M WESLEY 1600 S OCEAN BOULEVARD PH2, POMPANO BEACH, FL 33062 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- HEADQUARTERS FARM 645 PINEVILLE RD, NEWTOWN, PA 18940-0000
- Signed the 990-PF
- JOSEPH WESLEY, TRUSTEE
- Phone
- (215) 598-7770
- Return prepared by
- KREISCHER MILLER
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Check at the IRS |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 83-0469852
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $583,603
- Income (IRS master file)
- $5,402,241
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $70,984 | $140,120 | $623,691 | XML |
| 990-PF | December 2023 | $46,653 | $104,788 | $692,827 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 83-0469852).
Questions about WESLEY JOSEPH & MARION FAMILY FOUNDATION
- What is the EIN of WESLEY JOSEPH & MARION FAMILY FOUNDATION?
- The employer identification number (EIN) of WESLEY JOSEPH & MARION FAMILY FOUNDATION is 83-0469852.
- Is WESLEY JOSEPH & MARION FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to WESLEY JOSEPH & MARION FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WESLEY JOSEPH & MARION FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WESLEY JOSEPH & MARION FAMILY 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 WESLEY JOSEPH & MARION FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of WESLEY JOSEPH & MARION FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does WESLEY JOSEPH & MARION FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $70,984, expenses of $140,120 and total assets of $623,691 at year end.
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