Nonprofit · EIN 33-2099829
WILKIE FAMILY FOUNDATION
Tax-exempt · ROSEVILLE, CA 95661
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $30,303,826 | $532,833 | $29,770,993 | $31,111,635 | $226,637 | $30,884,998 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $30,000,000
- Dividends
- $115,890
- Interest
- $187,936
Expenses
- Grants and similar amounts paid
- $2,400
- Compensation of officers, directors and key employees
- $254,442
- Disbursements for charitable purposes
- $456,037
- Excise tax on investment income
- $3,807
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $31,111,635
- Total liabilities, end of year
- $226,637
- Net assets, end of year
- $30,884,998
- Fair market value of assets
- $31,104,991
- Qualifying distributions
- $456,037
- Net investment income
- $303,826
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBYN WILKIE FRITZSCHE 3500 SOUTH DUPONT HIGHWAY, DOVER, DE 19901 | CHIEF EXECUTIVE OFFICER/PRESIDENT | 40 | $100,768 | $3,023 |
| KRIS WITT 3500 SOUTH DUPONT HIGHWAY, DOVER, DE 19901 | CHIEF OPERATIONS OFFICER/ASST. SECRETA | 40 | $52,904 | $1,587 |
| JOY WILKIE 3500 SOUTH DUPONT HIGHWAY, DOVER, DE 19901 | CHIEF PHILANTHROPY OFFICER/SECRETARY | 40 | $50,385 | $1,511 |
| DEAN WILKIE 3500 SOUTH DUPONT HIGHWAY, DOVER, DE 19901 | CHIEF FINANCIAL OFFICER/TREASURER | 40 | $50,385 | $1,511 |
| JOHN MATZOLL 3500 SOUTH DUPONT HIGHWAY, DOVER, DE 19901 | DIRECTOR | 0 | $0 | $0 |
| JUSTIN FRITZSCHE 3500 SOUTH DUPONT HIGHWAY, DOVER, DE 19901 | DIRECTOR | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3400 DOUGLAS BLVD STE 230, ROSEVILLE, CA 95661-4283
- Signed the 990-PF
- ROBYN WILKIE FRITZSCHE, CHIEF EXECUTIVE OFFICER
- Phone
- (916) 472-2762
- Website
- WILKIEFAMILYFOUNDATION.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 33-2099829 or by the name WILKIE FAMILY 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | Check at the IRS |
IRS record
- EIN
- 33-2099829
- 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
- 2025
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $31,111,635
- Income (IRS master file)
- $30,303,826
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $30,303,826 | $532,833 | $31,111,635 | XML |
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 33-2099829).
Questions about WILKIE FAMILY FOUNDATION
- What is the EIN of WILKIE FAMILY FOUNDATION?
- The employer identification number (EIN) of WILKIE FAMILY FOUNDATION is 33-2099829.
- Is WILKIE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to WILKIE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILKIE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILKIE FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILKIE FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of WILKIE FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 6 people; 4 received compensation from the organization, the highest $100,768 (ROBYN WILKIE FRITZSCHE, CHIEF EXECUTIVE OFFICER/PRESIDENT).
- How much revenue does WILKIE FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $30,303,826, expenses of $532,833 and total assets of $31,111,635 at year end.
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