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Nonprofit · EIN 99-2466234

WILLIAMS WEALTH

Tax-exempt · CHARLOTTE, NC 28216

Financials

$0$02024
Revenue Expenses · by fiscal year end
Financials of WILLIAMS WEALTH by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 23, 2025990-PF$0$0$0$0$0$0
Financial details: 990-PF for the year ended May 23, 2025

Revenue

Expenses

Grants and similar amounts paid
$0

Balance sheet and other

Total assets, start of year
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets, end of year
$0

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 May 23, 2025, highest compensation first.

NameTitleHours / weekCompensation
Lakeya Williams
7903 Bella Vista Ct, Charlottr, NC 28216
Trustee5$0

Address and contacts

Address (IRS master file)
7903 BELLA VISTA CT, CHARLOTTE, NC 28216-2044
In care of
% LAKEYA WILLIAMS TRUSTEE
Signed the 990-PF
Lakeya Williams, Trustee

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024Check at the IRS

IRS record

EIN
99-2466234
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
2024
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$1
Income (IRS master file)
$1

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$0$0$0XML

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 99-2466234).

Questions about WILLIAMS WEALTH

What is the EIN of WILLIAMS WEALTH?
The employer identification number (EIN) of WILLIAMS WEALTH is 99-2466234.
Is WILLIAMS WEALTH tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Are donations to WILLIAMS WEALTH tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAMS WEALTH file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAMS WEALTH due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WILLIAMS WEALTH last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2025.
Who are the officers and directors of WILLIAMS WEALTH?
The 990-PF for the year ended May 23, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does WILLIAMS WEALTH have?
On its 990-PF for the year ended May 23, 2025 it reported revenue of $0, expenses of $0 and total assets of $0 at year end.

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