Nonprofit · EIN 84-6027894
WELLER INVESTMENT CO
Tax-exempt · DENVER, CO 80206
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $70,026 | $61,027 | $8,999 | $833,407 | $42,290 | $791,117 |
| December 31, 2024 | 990-PF | $30,068 | $57,481 | -$27,413 | $759,329 | $0 | $759,329 |
| December 31, 2023 | 990-PF | $63,127 | $58,682 | $4,445 | $791,944 | $5,202 | $786,742 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $23,526
- Interest
- $12
- Net gain from sales of assets
- $46,488
Expenses
- Grants and similar amounts paid
- $51,710
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $51,710
- Excise tax on investment income
- $844
Balance sheet and other
- Total assets, start of year
- $759,329
- Total assets, end of year
- $833,407
- Total liabilities, end of year
- $42,290
- Net assets, end of year
- $791,117
- Fair market value of assets
- $1,254,266
- Qualifying distributions
- $51,710
- Net investment income
- $70,026
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JILL WELLER NELSON 400 WESTWOOD DRIVE, DENVER, CO 80206 | PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JILL WELLER NELSON 400 WESTWOOD DRIVE, DENVER, CO 80206 | PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JILL WELLER NELSON 400 WESTWOOD DRIVE, DENVER, CO 80206 | PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 400 WESTWOOD DR, DENVER, CO 80206-4132
- Signed the 990-PF
- JILL WELLER NELSON, PRESIDENT
- Phone
- (303) 378-2555
- Return prepared by
- RIDGECREST ADVISORY 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 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
- 84-6027894
- 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
- 1953
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $833,407
- Income (IRS master file)
- $434,454
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $70,026 | $61,027 | $833,407 | IRS |
| 990-PF | December 2024 | $30,068 | $57,481 | $759,329 | XML |
| 990-PF | December 2023 | $63,127 | $58,682 | $791,944 | 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 84-6027894).
Questions about WELLER INVESTMENT CO
- What is the EIN of WELLER INVESTMENT CO?
- The employer identification number (EIN) of WELLER INVESTMENT CO is 84-6027894.
- Is WELLER INVESTMENT CO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
- Are donations to WELLER INVESTMENT CO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WELLER INVESTMENT CO file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WELLER INVESTMENT CO 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 WELLER INVESTMENT CO 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 WELLER INVESTMENT CO?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does WELLER INVESTMENT CO have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $70,026, expenses of $61,027 and total assets of $833,407 at year end.
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