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Nonprofit · EIN 20-8075941

WILLIAM JOSEF FOUNDATION INC

Tax-exempt · ATLANTA, GA 30342

Financials

$1M$3.5M2023$10.1M$3.6M2024
Revenue Expenses · by fiscal year end
Financials of WILLIAM JOSEF FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$10,093,410$3,586,264$6,507,146$53,867,872$0$53,867,872
December 31, 2023990-PF$1,018,425$3,503,689-$2,485,264$47,360,726$0$47,360,726
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$4,133,206
Dividends
$1,254,657
Net gain from sales of assets
$4,728,405
Other income
-$22,858

Expenses

Grants and similar amounts paid
$2,970,000
Compensation of officers, directors and key employees
$96,087
Disbursements for charitable purposes
$2,970,000
Excise tax on investment income
$80,281

Balance sheet and other

Total assets, start of year
$47,360,726
Total assets, end of year
$53,867,872
Total liabilities, end of year
$0
Net assets, end of year
$53,867,872
Fair market value of assets
$73,213,060
Qualifying distributions
$3,970,000
Net investment income
$6,190,512

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.

NameTitleHours / weekCompensationOther / benefits
ROSWELL SATTERWHITE
2900 CHAMBLEE TUCKER ROAD, ATLANTA, GA 30341
PROGRAM MANAGER40$96,087$2,675
SCOTT SATTERWHITE
235 WILLOW LANE, DECATUR, GA 30030
PRESIDENT0$0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensationOther / benefits
ROSWELL SATTERWHITE
2900 CHAMBLEE TUCKER ROAD, ATLANTA, GA 30341
PROGRAM MANAGER40$83,542$3,334
SCOTT SATTERWHITE
235 WILLOW LANE, DECATUR, GA 30030
PRESIDENT0$0$0

Address and contacts

Address (IRS master file)
4187 CARMAIN DR NE, ATLANTA, GA 30342-3501
In care of
% SCOTT SATTERWHITE
Signed the 990-PF
SCOTT SATTERWHITE, PRESIDENT
Phone
(855) 739-2921
Return prepared by
BAKER TILLY ADVISORY GROUP LP

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-8075941
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
2007
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$53,867,872
Income (IRS master file)
$37,104,409

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$10,093,410$3,586,264$53,867,872XML
990-PFDecember 2023$1,018,425$3,503,689$47,360,726XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 20-8075941).

Questions about WILLIAM JOSEF FOUNDATION INC

What is the EIN of WILLIAM JOSEF FOUNDATION INC?
The employer identification number (EIN) of WILLIAM JOSEF FOUNDATION INC is 20-8075941.
Is WILLIAM JOSEF FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to WILLIAM JOSEF FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM JOSEF FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM JOSEF 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 WILLIAM JOSEF 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 WILLIAM JOSEF FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 2 people; 1 received compensation from the organization, the highest $96,087 (ROSWELL SATTERWHITE, PROGRAM MANAGER).
How much revenue does WILLIAM JOSEF FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $10,093,410, expenses of $3,586,264 and total assets of $53,867,872 at year end.

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