Nonprofit · EIN 23-7034704
WOLTZ CHARITABLE TRUST
Tax-exempt · MOUNT AIRY, NC 27030
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $35,095 | $42,973 | -$7,878 | $281,914 | $0 | $281,914 |
| December 31, 2024 | 990-PF | $13,680 | $39,479 | -$25,799 | $289,792 | $0 | $289,792 |
| December 31, 2023 | 990-PF | $34,713 | $39,427 | -$4,714 | $315,591 | $0 | $315,591 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $11,156
- Interest
- $37
- Net gain from sales of assets
- $23,902
Expenses
- Grants and similar amounts paid
- $32,134
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $33,971
- Excise tax on investment income
- $363
Balance sheet and other
- Total assets, start of year
- $289,792
- Total assets, end of year
- $281,914
- Total liabilities, end of year
- $0
- Net assets, end of year
- $281,914
- Fair market value of assets
- $771,346
- Qualifying distributions
- $33,971
- Net investment income
- $35,095
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 |
|---|---|---|---|
| JAMES L WOLTZ 23 FRANKLIN ROAD, ROANOKE, VA 24011 | DIRECTOR | 0.1 | $0 |
| J SAMUEL GENTRY JR CPA 400 SOUTH SOUTH STREET, MOUNT AIRY, NC 27030 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES L WOLTZ 23 FRANKLIN ROAD, ROANOKE, VA 24011 | DIRECTOR | 0.1 | $0 |
| J SAMUEL GENTRY JR CPA 400 SOUTH SOUTH STREET, MOUNT AIRY, NC 27030 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES L WOLTZ 23 FRANKLIN ROAD, ROANOKE, VA 24011 | DIRECTOR | 0.1 | $0 |
| J SAMUEL GENTRY JR CPA 400 SOUTH SOUTH STREET, MOUNT AIRY, NC 27030 | TRUSTEE | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1707, MOUNT AIRY, NC 27030-1707
- In care of
- % J SAMUEL GENTRY JR CPA TRUSTEE
- Signed the 990-PF
- J SAMUEL GENTRY JR, TRUSTEE
- Phone
- (336) 789-8989
- Return prepared by
- APRIO ADVISORY GROUP LLC
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
- 23-7034704
- 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
- 1969
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $281,914
- Income (IRS master file)
- $107,843
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $35,095 | $42,973 | $281,914 | XML |
| 990-PF | December 2024 | $13,680 | $39,479 | $289,792 | IRS |
| 990-PF | December 2023 | $34,713 | $39,427 | $315,591 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 23-7034704).
Questions about WOLTZ CHARITABLE TRUST
- What is the EIN of WOLTZ CHARITABLE TRUST?
- The employer identification number (EIN) of WOLTZ CHARITABLE TRUST is 23-7034704.
- Is WOLTZ CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to WOLTZ CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WOLTZ CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WOLTZ CHARITABLE TRUST 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 WOLTZ CHARITABLE TRUST 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 WOLTZ CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does WOLTZ CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $35,095, expenses of $42,973 and total assets of $281,914 at year end.
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