Nonprofit · EIN 95-4509776
ROBERT A WALLER FOUNDATION
Tax-exempt · PASADENA, CA 91105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $524,481 | $693,073 | -$168,592 | $7,037,315 | $176,333 | $6,860,982 |
| December 31, 2024 | 990-PF | $805,529 | $711,459 | $94,070 | $6,802,014 | $157,653 | $6,644,361 |
| December 31, 2023 | 990-PF | $410,868 | $555,159 | -$144,291 | $6,674,146 | $0 | $6,674,146 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $176,040
- Interest
- $16,188
- Net gain from sales of assets
- $332,253
Expenses
- Grants and similar amounts paid
- $455,915
- Compensation of officers, directors and key employees
- $60,000
- Disbursements for charitable purposes
- $632,061
- Excise tax on investment income
- $6,442
Balance sheet and other
- Total assets, start of year
- $6,802,014
- Total assets, end of year
- $7,037,315
- Total liabilities, end of year
- $176,333
- Net assets, end of year
- $6,860,982
- Fair market value of assets
- $18,937,769
- Qualifying distributions
- $632,061
- Net investment income
- $524,481
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 |
|---|---|---|---|
| ROBERT A WALLER JR 177 E COLORADO BLVD SUITE 800, PASADENA, CA 91105 | PRESIDENT | 1 | $10,000 |
| WILLIAM J WALLER 177 E COLORADO BLVD SUITE 800, PASADENA, CA 91105 | DIRECTOR | 1 | $10,000 |
| SARAH W RIDDLE 177 E COLORADO BLVD SUITE 800, PASADENA, CA 91105 | DIRECTOR | 1 | $10,000 |
| JOHN G WALLER 177 E COLORADO BLVD SUITE 800, PASADENA, CA 91105 | TREASURER & | 1 | $10,000 |
| MARK W WALLER 177 E COLORADO BLVD SUITE 800, PASADENA, CA 91105 | DIRECTOR | 1 | $10,000 |
| ELLEN W HOTCHKIS 177 E COLORADO BLVD SUITE 800, PASADENA, CA 91105 | DIRECTOR | 1 | $10,000 |
| GREGGORY MILLWARD 177 E COLORADO BLVD SUITE 800, PASADENA, CA 91105 | ADMININSTRAT | 1 | $0 |
990-PF for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT A WALLER JR 177 E COLORADO BLVD SUITE 800, PASADENA, CA 91105 | PRESIDENT | 2 | $10,000 |
| WILLIAM J WALLER 177 E COLORADO BLVD SUITE 800, PASADENA, CA 91105 | DIRECTOR | 2 | $10,000 |
| SARAH W RIDDLE 177 E COLORADO BLVD SUITE 800, PASADENA, CA 91105 | DIRECTOR | 2 | $10,000 |
| JOHN G WALLER 177 E COLORADO BLVD SUITE 800, PASADENA, CA 91105 | TREASURER & | 2 | $10,000 |
| MARK W WALLER 177 E COLORADO BLVD SUITE 800, PASADENA, CA 91105 | DIRECTOR | 2 | $10,000 |
| ELLEN W HOTCHKIS 177 E COLORADO BLVD SUITE 800, PASADENA, CA 91105 | DIRECTOR | 2 | $10,000 |
| JUDY T WALLER 177 E COLORADO BLVD SUITE 800, PASADENA, CA 91105 | DIRECTOR | 2 | $0 |
| ASHLEY FONTANETTA 177 E COLORADO BLVD SUITE 800, PASADENA, CA 91105 | EXECUTIVE DI | 2 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT A WALLER JR 177 E COLORADO BLVD SUITE 800, PASADENA, CA 91105 | PRESIDENT | 2 | $6,500 |
| WILLIAM J WALLER 177 E COLORADO BLVD SUITE 800, PASADENA, CA 91105 | DIRECTOR | 2 | $6,500 |
| SARAH W RIDDLE 177 E COLORADO BLVD SUITE 800, PASADENA, CA 91105 | DIRECTOR | 2 | $6,500 |
| JOHN G WALLER 177 E COLORADO BLVD SUITE 800, PASADENA, CA 91105 | DIRECTOR | 2 | $6,500 |
| MARK W WALLER 177 E COLORADO BLVD SUITE 800, PASADENA, CA 91105 | DIRECTOR | 2 | $6,500 |
| ELLEN W HOTCHKIS 177 E COLORADO BLVD SUITE 800, PASADENA, CA 91105 | DIRECTOR | 2 | $6,500 |
| JUDY T WALLER 177 E COLORADO BLVD SUITE 800, PASADENA, CA 91105 | SEC/TREASURE | 2 | $0 |
| ASHLEY FONTANETTA 177 E COLORADO BLVD SUITE 800, PASADENA, CA 91105 | EXECUTIVE DI | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 177 E COLORADO BLVD STE 800, PASADENA, CA 91105-1982
- In care of
- % ROBERT A WALLER
- Signed the 990-PF
- ROBERT A WALLER JR, PRESIDENT
- Phone
- (626) 441-5111
- Return prepared by
- THEOREM LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4509776 or by the name ROBERT A WALLER FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 95-4509776
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $7,037,315
- Income (IRS master file)
- $2,084,825
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $524,481 | $693,073 | $7,037,315 | IRS |
| 990-PF | December 2024 | $805,529 | $711,459 | $6,802,014 | IRS |
| 990-PF | December 2023 | $410,868 | $555,159 | $6,674,146 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 95-4509776).
Questions about ROBERT A WALLER FOUNDATION
- What is the EIN of ROBERT A WALLER FOUNDATION?
- The employer identification number (EIN) of ROBERT A WALLER FOUNDATION is 95-4509776.
- Is ROBERT A WALLER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to ROBERT A WALLER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT A WALLER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT A WALLER 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 ROBERT A WALLER FOUNDATION 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 ROBERT A WALLER FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 6 received compensation from the organization, the highest $10,000 (ROBERT A WALLER JR, PRESIDENT).
- How much revenue does ROBERT A WALLER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $524,481, expenses of $693,073 and total assets of $7,037,315 at year end.
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All nonprofits in PASADENA · California · Philanthropy, voluntarism and grantmaking foundations