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Nonprofit · EIN 84-4050991

WOLNITZEK FAMILY FOUNDATION INC

Tax-exempt · ERLANGER, KY 41017

Financials

$195K$39K2023$53K$57K2024
Revenue Expenses · by fiscal year end
Financials of WOLNITZEK FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$52,870$57,058-$4,188$891,211$0$891,211
December 31, 2023990-PF$194,591$39,191$155,400$895,399$0$895,399
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$11,374
Interest
$11,586
Net gain from sales of assets
$29,910

Expenses

Grants and similar amounts paid
$51,999
Disbursements for charitable purposes
$51,999
Excise tax on investment income
$476

Balance sheet and other

Total assets, start of year
$895,399
Total assets, end of year
$891,211
Total liabilities, end of year
$0
Net assets, end of year
$891,211
Fair market value of assets
$971,292
Qualifying distributions
$51,999
Net investment income
$39,278

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.

NameTitleHours / weekCompensation
CASEY WOLNITZEK
2652 CRESCENT SPRINGS PK, ERLANGER, KY 41017
PRESIDENT0$0
CARLY WOLNITZEK
2652 CRESCENT SPRINGS PK, ERLANGER, KY 41017
SECRETARY0$0
CONNOR WOLNITZEK
2652 CRESCENT SPRINGS PK, ERLANGER, KY 41017
TREASURER0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
F CASEY WOLNITZEK
2652 CRESCENT SPRINGS PK, ERLANGER, KY 41017
PRESIDENT0$0
CARLY WOLNITZEK
2652 CRESCENT SPRINGS PK, ERLANGER, KY 41017
SECRETARY0$0
CONNOR WOLNITZEK
2652 CRESCENT SPRINGS PK, ERLANGER, KY 41017
TREASURER0$0

Address and contacts

Address (IRS master file)
2652 CRESCENT SPRINGS PIKE, ERLANGER, KY 41017-1523
Signed the 990-PF
CASEY WOLNITZEK, PRESIDENT
Phone
(859) 393-0300
Return prepared by
JRL FINANCIAL LLC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
84-4050991
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
2020
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$891,211
Income (IRS master file)
$239,856

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$52,870$57,058$891,211IRS
990-PFDecember 2023$194,591$39,191$895,399XML
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 84-4050991).

Questions about WOLNITZEK FAMILY FOUNDATION INC

What is the EIN of WOLNITZEK FAMILY FOUNDATION INC?
The employer identification number (EIN) of WOLNITZEK FAMILY FOUNDATION INC is 84-4050991.
Is WOLNITZEK FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to WOLNITZEK FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WOLNITZEK FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of WOLNITZEK FAMILY FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WOLNITZEK FAMILY FOUNDATION INC 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 WOLNITZEK FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does WOLNITZEK FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $52,870, expenses of $57,058 and total assets of $891,211 at year end.

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