Nonprofit · EIN 38-3501111
WATTLES FAMILY FOUNDATION
Tax-exempt · KALAMAZOO, MI 49008
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $446,561 | $231,211 | $215,350 | $2,907,663 | $0 | $2,907,663 |
| December 31, 2024 | 990-PF | $69,811 | $205,530 | -$135,719 | $2,692,313 | $0 | $2,692,313 |
| December 31, 2023 | 990-PF | $68,017 | $186,884 | -$118,867 | $2,828,032 | $0 | $2,828,032 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $75,197
- Interest
- $385
- Net gain from sales of assets
- $4,312
- Other income
- $366,667
Expenses
- Grants and similar amounts paid
- $222,500
- Disbursements for charitable purposes
- $222,500
- Excise tax on investment income
- $989
Balance sheet and other
- Total assets, start of year
- $2,692,313
- Total assets, end of year
- $2,907,663
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,907,663
- Fair market value of assets
- $4,982,243
- Qualifying distributions
- $222,500
- Net investment income
- $79,894
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 |
|---|---|---|---|
| CATHERINE W BARNES 72 BUCHANAN ROAD, EDISON, NJ 08820 | PRESIDENT | 0 | $0 |
| CHARLES D WATTLES 1435 LONG ROAD, KALAMAZOO, MI 49008 | TREASURER | 0 | $0 |
| MARIAN KLEIN WATTLES 3075 GREENFLOWER COURT, BONITA SPRINGS, FL 34134 | SECRETARY | 0 | $0 |
| ROSEMARY WILLEY 1435 LONG ROAD, KALAMAZOO, MI 49008 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE W BARNES 72 BUCHANAN ROAD, EDISON, NJ 08820 | PRESIDENT | 0 | $0 |
| CHARLES D WATTLES 1435 LONG ROAD, KALAMAZOO, MI 49008 | TREASURER | 0 | $0 |
| MARIAN KLEIN WATTLES 3075 GREENFLOWER COURT, BONITA SPRINGS, FL 34134 | SECRETARY | 0 | $0 |
| ROSEMARY WILLEY 1435 LONG ROAD, KALAMAZOO, MI 49008 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE W BARNES 72 BUCHANAN ROAD, EDISON, NJ 08820 | PRESIDENT | 0 | $0 |
| CHARLES D WATTLES 1435 LONG ROAD, KALAMAZOO, MI 49008 | TREASURER | 0 | $0 |
| MARIAN KLEIN WATTLES 2825 OAKLAND DRIVE, KALAMAZOO, MI 49008 | SECRETARY | 0 | $0 |
| ROSEMARY WILLEY 1435 LONG ROAD, KALAMAZOO, MI 49008 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2925 OAKLAND DRIVE STE 317, KALAMAZOO, MI 49008-3987
- In care of
- % JOHN C WATTLES
- Signed the 990-PF
- CHARLES D WATTLES, TREASURER
- Phone
- (269) 353-8000
- Return prepared by
- FISHER SPIEGEL KUNKLE & GERBER PLLC
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
- 38-3501111
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,907,663
- Income (IRS master file)
- $447,974
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $446,561 | $231,211 | $2,907,663 | XML |
| 990-PF | December 2024 | $69,811 | $205,530 | $2,692,313 | XML |
| 990-PF | December 2023 | $68,017 | $186,884 | $2,828,032 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 38-3501111).
Questions about WATTLES FAMILY FOUNDATION
- What is the EIN of WATTLES FAMILY FOUNDATION?
- The employer identification number (EIN) of WATTLES FAMILY FOUNDATION is 38-3501111.
- Is WATTLES FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to WATTLES FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WATTLES FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WATTLES FAMILY 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 WATTLES FAMILY 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 WATTLES FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does WATTLES FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $446,561, expenses of $231,211 and total assets of $2,907,663 at year end.
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