Nonprofit · EIN 85-3457725
ANN DILLEY WHITE AND JULIE STEINLE HOTZ FOUNDATION INC
Tax-exempt · CHARLESTON, WV 25301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,853,217 | $1,716,194 | $2,137,023 | $34,736,313 | $0 | $34,736,313 |
| December 31, 2023 | 990-PF | $3,643,043 | $696,465 | $2,946,578 | $32,599,290 | $0 | $32,599,290 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $306,024
- Interest
- $396,269
- Net gain from sales of assets
- $3,150,924
Expenses
- Grants and similar amounts paid
- $1,389,421
- Compensation of officers, directors and key employees
- $102,689
- Disbursements for charitable purposes
- $1,656,194
- Excise tax on investment income
- $49,852
Balance sheet and other
- Total assets, start of year
- $32,599,290
- Total assets, end of year
- $34,736,313
- Total liabilities, end of year
- $0
- Net assets, end of year
- $34,736,313
- Fair market value of assets
- $37,206,203
- Qualifying distributions
- $1,656,194
- Net investment income
- $3,853,217
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 |
|---|---|---|---|
| Tessa M White PLLC 1108 Kanawha Boulevard E Apt 502, Charleston, WV 25301 | Secretary/Treasury | 10 | $102,689 |
| Steven F White 1108 Kanawha Boulevard E Apt 502, Charleston, WV 25301 | President | 0.5 | $0 |
| Catherine H White 1108 Kanawha Boulevard E Apt 502, Charleston, WV 25301 | Vice President | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tessa M White 1108 Kanawha Boulevard East, Charleston, WV 25301 | SecretaryTreasurer | 10 | $80,585 |
| Steven F White 225 John H McConnell Blvd Unit 203, Columbus, OH 43215 | President | 0.5 | $0 |
| Catherine H White 600 Kanawha Boulevard Suite 1203, Charleston, WV 25301 | Vice President | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1108 KANAWHA BLVD E APT 502, CHARLESTON, WV 25301-2422
- Signed the 990-PF
- Steven F White, President
- Phone
- (304) 545-6180
- Website
- www.augustawv.org
- Return prepared by
- Brixey & Meyer Inc
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 | Not 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
- 85-3457725
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50)
- Assets (IRS master file)
- $34,736,313
- Income (IRS master file)
- $20,669,478
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,853,217 | $1,716,194 | $34,736,313 | XML |
| 990-PF | December 2023 | $3,643,043 | $696,465 | $32,599,290 | 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 85-3457725).
Questions about ANN DILLEY WHITE AND JULIE STEINLE HOTZ FOUNDATION INC
- What is the EIN of ANN DILLEY WHITE AND JULIE STEINLE HOTZ FOUNDATION INC?
- The employer identification number (EIN) of ANN DILLEY WHITE AND JULIE STEINLE HOTZ FOUNDATION INC is 85-3457725.
- Is ANN DILLEY WHITE AND JULIE STEINLE HOTZ FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to ANN DILLEY WHITE AND JULIE STEINLE HOTZ FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANN DILLEY WHITE AND JULIE STEINLE HOTZ FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANN DILLEY WHITE AND JULIE STEINLE HOTZ 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 ANN DILLEY WHITE AND JULIE STEINLE HOTZ 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 ANN DILLEY WHITE AND JULIE STEINLE HOTZ FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $102,689 (Tessa M White PLLC, Secretary/Treasury).
- How much revenue does ANN DILLEY WHITE AND JULIE STEINLE HOTZ FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,853,217, expenses of $1,716,194 and total assets of $34,736,313 at year end.
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