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Nonprofit · EIN 87-3849540

WALCOTT FAMILY FOUNDATIO

Tax-exempt · LAKEWOOD, CO 80228

Financials

$221K$21K2023$229K$33K2024$1.1M$52K2025
Revenue Expenses · by fiscal year end
Financials of WALCOTT FAMILY FOUNDATIO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,058,691$51,948$1,006,743$1,391,315$0$1,391,315
December 31, 2024990-PF$228,833$32,695$196,138$1,208,405$0$1,208,405
December 31, 2023990-PF$220,765$20,894$199,871$877,649$0$877,649
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$194,725
Dividends
$48,186
Interest
$4
Net gain from sales of assets
$815,776

Expenses

Grants and similar amounts paid
$48,200
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$48,200
Excise tax on investment income
$11,983

Balance sheet and other

Total assets, start of year
$1,208,405
Total assets, end of year
$1,391,315
Total liabilities, end of year
$0
Net assets, end of year
$1,391,315
Fair market value of assets
$1,391,315
Qualifying distributions
$48,200
Net investment income
$863,966

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.

NameTitleHours / weekCompensation
LAURIE J SANDERSON-WALCOTT
PO BOX 280281, LAKEWOOD, CO 80228
PRESIDENT1$0
ELIZABETH BT WALCOTT
PO BOX 280281, LAKEWOOD, CO 80228
VP & SECRETARY1$0
ROBERT J WALCOTT JR
PO BOX 280281, LAKEWOOD, CO 80228
TREASURER1$0
ROBERT AJ WALCOTT
PO BOX 280281, LAKEWOOD, CO 80228
DIRECTOR1$0
WILLIAM CP WALCOTT
PO BOX 280281, LAKEWOOD, CO 80228
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
LAURIE J SANDERSON-WALCOTT
PO BOX 280281, LAKEWOOD, CO 80228
PRESIDENT1$0
ELIZABETH BT WALCOTT
PO BOX 280281, LAKEWOOD, CO 80228
VP & SECRETARY1$0
ROBERT J WALCOTT JR
PO BOX 280281, LAKEWOOD, CO 80228
TREASURER1$0
ROBERT AJ WALCOTT
PO BOX 280281, LAKEWOOD, CO 80228
DIRECTOR1$0
WILLIAM CP WALCOTT
PO BOX 280281, LAKEWOOD, CO 80228
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
LAURIE J SANDERSON-WALCOTT
PO BOX 280281, LAKEWOOD, CO 80228
PRESIDENT1$0
ELIZABETH BT WALCOTT
PO BOX 280281, LAKEWOOD, CO 80228
VP & SECRETARY1$0
ROBERT J WALCOTT JR
PO BOX 280281, LAKEWOOD, CO 80228
TREASURER1$0
ROBERT AJ WALCOTT
PO BOX 280281, LAKEWOOD, CO 80228
DIRECTOR1$0
WILLIAM CP WALCOTT
PO BOX 280281, LAKEWOOD, CO 80228
DIRECTOR1$0

Address and contacts

Address (IRS master file)
PO BOX 280281, LAKEWOOD, CO 80228-0281
In care of
% LAURIE J SANDERSON WALCOTT
Signed the 990-PF
ROBERT J WALCOTT, TREASURER
Phone
(720) 974-9800
Return prepared by
DCG PC

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
87-3849540
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
2022
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,391,315
Income (IRS master file)
$1,231,138

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,058,691$51,948$1,391,315XML
990-PFDecember 2024$228,833$32,695$1,208,405IRS
990-PFDecember 2023$220,765$20,894$877,649XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––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 87-3849540).

Questions about WALCOTT FAMILY FOUNDATIO

What is the EIN of WALCOTT FAMILY FOUNDATIO?
The employer identification number (EIN) of WALCOTT FAMILY FOUNDATIO is 87-3849540.
Is WALCOTT FAMILY FOUNDATIO tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to WALCOTT FAMILY FOUNDATIO tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WALCOTT FAMILY FOUNDATIO file?
Form 990-PF. Private foundations file every year.
When is the next return of WALCOTT FAMILY FOUNDATIO 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 WALCOTT FAMILY FOUNDATIO 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 WALCOTT FAMILY FOUNDATIO?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does WALCOTT FAMILY FOUNDATIO have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,058,691, expenses of $51,948 and total assets of $1,391,315 at year end.

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