Nonprofit · EIN 80-0424607
WALLACE GLOBAL FUND II
Tax-exempt · WASHINGTON, DC 20009
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $8,608,518 | $28,625,089 | -$20,016,571 | $35,117,030 | $9,041,277 | $26,075,753 |
| December 31, 2024 | 990-PF | $4,508,739 | $21,890,720 | -$17,381,981 | $54,624,934 | $3,347,468 | $51,277,466 |
| December 31, 2023 | 990-PF | $8,677,993 | $23,315,235 | -$14,637,242 | $72,262,898 | $3,403,813 | $68,859,085 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $705,492
- Net gain from sales of assets
- $7,313,909
- Other income
- $589,117
Expenses
- Grants and similar amounts paid
- $25,196,349
- Compensation of officers, directors and key employees
- $491,679
- Salaries, compensation and benefits (total)
- $827,785
- Disbursements for charitable purposes
- $20,543,195
- Excise tax on investment income
- $104,876
Balance sheet and other
- Total assets, start of year
- $54,624,934
- Total assets, end of year
- $35,117,030
- Total liabilities, end of year
- $9,041,277
- Net assets, end of year
- $26,075,753
- Fair market value of assets
- $35,117,030
- Qualifying distributions
- $20,543,195
- Net investment income
- $8,136,639
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 | Other / benefits |
|---|---|---|---|---|
| ELLEN DORSEY 2000 S STREET NW, WASHINGTON, DC 20009 | EXECUTIVE DIR. | 40 | $225,333 | $16,288 |
| SUSAN GIBBS 2000 S STREET NW, WASHINGTON, DC 20009 | PROGRAM DIRECTOR Highest-paid employee | 30 | $207,548 | $58,751 |
| ALANA MORIARTY 2000 S STREET NW, WASHINGTON, DC 20009 | PROGRAM DIRECTOR Highest-paid employee | 40 | $169,978 | $12,697 |
| BETTINA KROLL-GUERCH 2000 S STREET NW, WASHINGTON, DC 20009 | ADMINISTRATIVE DIREC Highest-paid employee | 40 | $154,375 | $45,661 |
| ROBBY RODRIGUEZ 2000 S STREET NW, WASHINGTON, DC 20009 | EXECUTIVE DIR. | 40 | $116,346 | $8,794 |
| ISABEL SALAS 2000 S STREET NW, WASHINGTON, DC 20009 | PR. ASSOC, WOMENS RI Highest-paid employee | 40 | $90,453 | $9,711 |
| OWEN MUTIGANDA 2000 S STREET NW, WASHINGTON, DC 20009 | PROGRAM ASSISTANT Highest-paid employee | 40 | $77,018 | $6,836 |
| ANNIE LEONARD 2000 S STREET NW, WASHINGTON, DC 20009 | DIRECTOR | 1 | $75,000 | $0 |
| EMIRA WOODS 2000 S STREET NW, WASHINGTON, DC 20009 | DIRECTOR | 1 | $75,000 | $0 |
| H SCOTT WALLACE 2000 S STREET NW, WASHINGTON, DC 20009 | CO-CHAIRMAN | 1 | $0 | $0 |
| SCOTT FITZMORRIS 2000 S STREET NW, WASHINGTON, DC 20009 | CO-CHAIRMAN | 1 | $0 | $0 |
| ERICA PEISER FITZMORRIS 2000 S STREET NW, WASHINGTON, DC 20009 | DIRECTOR | 1 | $0 | $0 |
| ROBERT WALLACE 2000 S STREET NW, WASHINGTON, DC 20009 | DIRECTOR | 1 | $0 | $0 |
990-PF for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALLISON BARLOW 2000 S STREET NW, WASHINGTON, DC 20009 | PROGRAM DIRECTOR Highest-paid employee | 40 | $338,939 | $55,470 |
| ROBBY RODRIGUEZ 2000 S STREET NW, WASHINGTON, DC 20009 | EXECUTIVE DIR. (STARTED 01/24/24) | 40 | $308,721 | $15,216 |
| HEATHER COLEMAN 2000 S STREET NW, WASHINGTON, DC 20009 | PROGRAM DIRECTOR Highest-paid employee | 40 | $244,134 | $36,467 |
| SUSAN GIBBS 2000 S STREET NW, WASHINGTON, DC 20009 | PROGRAM DIRECTOR Highest-paid employee | 30 | $209,492 | $51,337 |
| BETTINA KROLL-GUERCH 2000 S STREET NW, WASHINGTON, DC 20009 | ADMINISTRATIVE DIREC Highest-paid employee | 40 | $148,874 | $51,899 |
| ELLEN DORSEY 2000 S STREET NW, WASHINGTON, DC 20009 | EXECUTIVE DIR. (LEFT 01/23/24) | 40 | $143,753 | $6,586 |
| ISABEL SALAS 2000 S STREET NW, WASHINGTON, DC 20009 | PR. ASSOC, WOMENS RI Highest-paid employee | 40 | $75,519 | $8,227 |
| H SCOTT WALLACE 2000 S STREET NW, WASHINGTON, DC 20009 | CO-CHAIRMAN | 1 | $0 | $0 |
| SCOTT FITZMORRIS 2000 S STREET NW, WASHINGTON, DC 20009 | CO-CHAIRMAN | 1 | $0 | $0 |
| ERICA PEISER FITZMORRIS 2000 S STREET NW, WASHINGTON, DC 20009 | DIRECTOR | 1 | $0 | $0 |
| ANNIE LEONARD 2000 S STREET NW, WASHINGTON, DC 20009 | DIRECTOR | 1 | $0 | $0 |
| EMIRA WOODS 2000 S STREET NW, WASHINGTON, DC 20009 | DIRECTOR | 1 | $0 | $0 |
| ROBERT WALLACE 2000 S STREET NW, WASHINGTON, DC 20009 | DIRECTOR | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELLEN DORSEY 2000 S STREET NW, WASHINGTON, DC 20009 | EXEC.DIRECTOR/SECRETARY | 40 | $493,778 | $24,536 |
| ALLISON BARLOW 2000 S STREET NW, WASHINGTON, DC 20009 | PROGRAM DIRECTOR Highest-paid employee | 40 | $248,414 | $60,054 |
| HEATHER COLEMAN 2000 S STREET NW, WASHINGTON, DC 20009 | PROGRAM DIRECTOR Highest-paid employee | 40 | $218,706 | $39,864 |
| SUSAN GIBBS 2000 S STREET NW, WASHINGTON, DC 20009 | PROGRAM DIRECTOR Highest-paid employee | 30 | $198,508 | $51,503 |
| KROLL-GUERCH BETTINA 2000 S STREET NW, WASHINGTON, DC 20009 | ADMINISTRATIVE DIREC Highest-paid employee | 40 | $179,797 | $53,289 |
| SALAS ISABEL 2000 S STREET NW, WASHINGTON, DC 20009 | PR. ASSOC, WOMENS RI Highest-paid employee | 40 | $75,322 | $7,555 |
| H SCOTT WALLACE 2000 S STREET NW, WASHINGTON, DC 20009 | CO-CHAIRMAN | 1 | $0 | $0 |
| SCOTT FITZMORRIS 2000 S STREET NW, WASHINGTON, DC 20009 | CO-CHAIRMAN | 1 | $0 | $0 |
| ERICA PEISER FITZMORRIS 2000 S STREET NW, WASHINGTON, DC 20009 | DIRECTOR (STARTED 2023) | 1 | $0 | $0 |
| ANNIE LEONARD 2000 S STREET NW, WASHINGTON, DC 20009 | DIRECTOR | 1 | $0 | $0 |
| EMIRA WOODS 2000 S STREET NW, WASHINGTON, DC 20009 | DIRECTOR | 1 | $0 | $0 |
| ROBERT WALLACE 2000 S STREET NW, WASHINGTON, DC 20009 | DIRECTOR | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2040 S ST NW, WASHINGTON, DC 20009-7124
- In care of
- % ELLEN DORSEY
- Signed the 990-PF
- ELLEN DORSEY, EXECUTIVE DIRECTOR
- Phone
- (202) 452-1530
- Website
- WWW.WGF.ORG
- Return prepared by
- CBIZ ADVISORS 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
- 80-0424607
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $35,117,030
- Income (IRS master file)
- $26,595,756
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $8,608,518 | $28,625,089 | $35,117,030 | XML |
| 990-PF | December 2024 | $4,508,739 | $21,890,720 | $54,624,934 | IRS |
| 990-PF | December 2023 | $8,677,993 | $23,315,235 | $72,262,898 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 80-0424607).
Questions about WALLACE GLOBAL FUND II
- What is the EIN of WALLACE GLOBAL FUND II?
- The employer identification number (EIN) of WALLACE GLOBAL FUND II is 80-0424607.
- Is WALLACE GLOBAL FUND II tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to WALLACE GLOBAL FUND II tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALLACE GLOBAL FUND II file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALLACE GLOBAL FUND II 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 WALLACE GLOBAL FUND II 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 WALLACE GLOBAL FUND II?
- The 990-PF for the year ended December 31, 2025 lists 13 people; 9 received compensation from the organization, the highest $225,333 (ELLEN DORSEY, EXECUTIVE DIR.).
- How much revenue does WALLACE GLOBAL FUND II have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,608,518, expenses of $28,625,089 and total assets of $35,117,030 at year end.
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