Nonprofit · EIN 74-2591783
WALLIE LOCK CHARITABLE FOUNDATION
Also known as PORFIRIO JAMES A TTEE
Tax-exempt · GEORGETOWN, TX 78626
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $39,089 | $30,155 | $8,934 | $470,524 | $0 | $470,524 |
| December 31, 2024 | 990-PF | $26,637 | $31,057 | -$4,420 | $461,590 | $0 | $461,590 |
| December 31, 2023 | 990-PF | $17,321 | $26,023 | -$8,702 | $466,010 | $0 | $466,010 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $13,107
- Interest
- $7,013
- Net gain from sales of assets
- $18,969
Expenses
- Grants and similar amounts paid
- $17,380
- Compensation of officers, directors and key employees
- $4,917
- Disbursements for charitable purposes
- $23,463
- Excise tax on investment income
- $454
Balance sheet and other
- Total assets, start of year
- $461,590
- Total assets, end of year
- $470,524
- Total liabilities, end of year
- $0
- Net assets, end of year
- $470,524
- Fair market value of assets
- $512,767
- Qualifying distributions
- $23,463
- Net investment income
- $39,089
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 |
|---|---|---|---|
| EDITH PORFIRIO 1901 DAWN DRIVE, GEORGETOWN, TX 78628 | TRUSTEE | 0.5 | $1,639 |
| RONNIE PORFIRIO 242 CLARIS LANE, GEORGETOWN, TX 78626 | TRUSTEE | 2 | $1,639 |
| KAREN CAVANAUGH 232 AXIS LOOP, GEORGETOWN, TX 78628 | TRUSTEE | 0.5 | $1,639 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDITH PORFIRIO 1901 DAWN DRIVE, GEORGETOWN, TX 78628 | TRUSTEE | 0 | $1,643 |
| RONNIE PORFIRIO 242 CLARIS LANE, GEORGETOWN, TX 78626 | TRUSTEE | 0 | $1,643 |
| KAREN CAVANAUGH 232 AXIS LOOP, GEORGETOWN, TX 78628 | TRUSTEE | 0 | $1,643 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDITH PORFIRIO 1901 DAWN DRIVE, GEORGETOWN, TX 78628 | TRUSTEE | 0.5 | $1,551 |
| RONNIE PORFIRIO 242 CLARIS LANE, GEORGETOWN, TX 78626 | TRUSTEE | 2 | $1,551 |
| KAREN CAVANAUGH 232 AXIS LOOP, GEORGETOWN, TX 78628 | TRUSTEE | 0.5 | $1,551 |
Address and contacts
- Address (IRS master file)
- 242 CLARIS LN, GEORGETOWN, TX 78626-1947
- Signed the 990-PF
- RONNIE PORFIRIO, TRUSTEE
- Phone
- (512) 868-3151
- Return prepared by
- JOHN F LEWIS PC
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
- 74-2591783
- 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
- 1991
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $470,524
- Income (IRS master file)
- $188,591
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $39,089 | $30,155 | $470,524 | IRS |
| 990-PF | December 2024 | $26,637 | $31,057 | $461,590 | IRS |
| 990-PF | December 2023 | $17,321 | $26,023 | $466,010 | 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 74-2591783).
Questions about WALLIE LOCK CHARITABLE FOUNDATION
- What is the EIN of WALLIE LOCK CHARITABLE FOUNDATION?
- The employer identification number (EIN) of WALLIE LOCK CHARITABLE FOUNDATION is 74-2591783.
- Is WALLIE LOCK CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to WALLIE LOCK CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALLIE LOCK CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALLIE LOCK CHARITABLE 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 WALLIE LOCK CHARITABLE 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 WALLIE LOCK CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $1,639 (EDITH PORFIRIO, TRUSTEE).
- How much revenue does WALLIE LOCK CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $39,089, expenses of $30,155 and total assets of $470,524 at year end.
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