Nonprofit · EIN 47-3423745
VAN WALLINGHAM FOUNDATION
Tax-exempt · WATERBURY CTR, VT 05677
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $65,660 | $38,575 | $27,085 | $436,626 | $0 | $436,626 |
| December 31, 2024 | 990-PF | $51,483 | $51,645 | -$162 | $409,660 | $119 | $409,541 |
| December 31, 2023 | 990-PF | $31,678 | $4,575 | $27,103 | $409,822 | $119 | $409,703 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $40,143
- Interest
- $13,663
- Net gain from sales of assets
- $11,854
Expenses
- Grants and similar amounts paid
- $37,000
- Disbursements for charitable purposes
- $37,500
- Excise tax on investment income
- $340
Balance sheet and other
- Total assets, start of year
- $409,660
- Total assets, end of year
- $436,626
- Total liabilities, end of year
- $0
- Net assets, end of year
- $436,626
- Fair market value of assets
- $565,008
- Qualifying distributions
- $37,500
- Net investment income
- $25,517
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 Drake 70 Homestead Lane, Waterbury Center, VT 05677 | President | 2 | $0 |
| Richard Levine 70 Homestead LN, Waterbury Center, VT 05677 | Vice President | 0 | $0 |
| Bridget Phillips 48 Snow Hill Rd, Waterbury Center, VT 05677 | Treasurer | 0 | $0 |
| Julia Rogers 2115 Stowe Hollow Road, Stowe, VT 05672 | Secretary | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIDGET PHILLIPS 212 CITYSIDE DRIVE UNIT 52, MONTPELIER, VT 08602 | TREASURER | 1 | $0 |
| CATHERINE DRAKE 70 HOMESTEAD LN, WATERBURY CENTER, VT 05677 | PRESIDENT | 1 | $0 |
| JULIA ROGERS 2115 STOWE HOLLOW RD, STOWE, VT 05672 | SECRETARY | 1 | $0 |
| RICHARD LEVINE 70 HOMESTEAD LN, WATERBURY CENTER, VT 05677 | VICE PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIDGET PHILLIPS 212 CITYSIDE DRIVE UNIT 52, MONTPELIER, VT 08602 | TREASURER | 1 | $0 |
| CATHERINE DRAKE 70 HOMESTEAD LN, WATERBURY CENTER, VT 05677 | PRESIDENT | 1 | $0 |
| JULIA ROGERS 70 HOMESTEAD LN, WATERBURY CENTER, VT 05677 | SECRETARY | 1 | $0 |
| RICHARD LEVINE 70 HOMESTEAD LN, WATERBURY CENTER, VT 05677 | VICE PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 70 HOMESTEAD LN, WATERBURY CTR, VT 05677-4409
- In care of
- % CATHERINE DRAKE
- Signed the 990-PF
- Catherine Drake, President
- Phone
- (732) 330-4294
- Return prepared by
- Joseph F Scutellaro CPA
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
- 47-3423745
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $436,626
- Income (IRS master file)
- $128,390
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $65,660 | $38,575 | $436,626 | XML |
| 990-PF | December 2024 | $51,483 | $51,645 | $409,660 | XML |
| 990-PF | December 2023 | $31,678 | $4,575 | $409,822 | 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 47-3423745).
Questions about VAN WALLINGHAM FOUNDATION
- What is the EIN of VAN WALLINGHAM FOUNDATION?
- The employer identification number (EIN) of VAN WALLINGHAM FOUNDATION is 47-3423745.
- Is VAN WALLINGHAM FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to VAN WALLINGHAM FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does VAN WALLINGHAM FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of VAN WALLINGHAM 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 VAN WALLINGHAM 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 VAN WALLINGHAM FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does VAN WALLINGHAM FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $65,660, expenses of $38,575 and total assets of $436,626 at year end.
Other nonprofits in WATERBURY CTR
- GREEN MOUNTAIN CLUB INC EIN 03-0162865 · last filed 990 for 2025
- CHILDRENS LITERACY FOUNDATION EIN 02-0498154 · last filed 990 for 2025
- RHYTHM OF THE REIN INC EIN 13-4368143 · last filed 990-EZ for 2024
- FRIENDS FOR WATERBURY AREA RECREATION DEVELOPMENT INC EIN 47-3955924 · last filed 990-EZ for 2026
- WATERBURY LEAP EIN 27-0985619 · last filed 990-N for 2025
- WOODCHUCK THEATRE COMPANY EIN 22-3158802 · last filed 990-N for 2025
- ACROSS ROADS CENTER FOR THE ARTS INC EIN 03-0333742 · last filed 990-N for 2025
- LRS SQUARE DANCERS INC EIN 84-2054660 · last filed 990-N for 2025
All nonprofits in WATERBURY CTR · Vermont · Philanthropy, voluntarism and grantmaking foundations