Nonprofit · EIN 81-0504215
THE WILLIAM H AND MARGARET M WALLACE FOUNDATION
Tax-exempt · MISSOULA, MT 59807
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $317,334 | $560,850 | -$243,516 | $4,312,725 | $0 | $4,312,725 |
| December 31, 2023 | 990-PF | $131,387 | $628,420 | -$497,033 | $4,555,212 | $0 | $4,555,212 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $118,838
- Interest
- $1
- Net gain from sales of assets
- $198,495
Expenses
- Grants and similar amounts paid
- $534,000
- Compensation of officers, directors and key employees
- $1,000
- Disbursements for charitable purposes
- $534,000
- Excise tax on investment income
- $4,080
Balance sheet and other
- Total assets, start of year
- $4,555,212
- Total assets, end of year
- $4,312,725
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,312,725
- Fair market value of assets
- $4,942,382
- Qualifying distributions
- $534,000
- Net investment income
- $318,254
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JILL MALONE 1795 HOMESTEAD LANE, MISSOULA, MT 59808 | Director | 0.3 | $1,000 |
| GREG L HANSON 350 RYMAN ST, MISSOULA, MT 59802 | PRESIDENT & DIR | 2.5 | $0 |
| HJ HANSON 17 SNOWDRIFT LANE, PHILLIPSBURG, MT 59858 | SECRETARY & DIR | 0.3 | $0 |
| GARY L GRAHAM 48 BROOKSIDE, MISSOULA, MT 59802 | Director | 0.3 | $0 |
| CAROL A GRAHAM 48 BROOKSIDE, MISSOULA, MT 59801 | Director | 0.3 | $0 |
| GREG MALONE 1795 HOMESTEAD LANE, MISSOULA, MT 59808 | Director | 0.3 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JILL MALONE 1795 HOMESTEAD LANE, MISSOULA, MT 59808 | Director | 0.3 | $1,000 |
| GREG L HANSON 350 RYMAN ST, MISSOULA, MT 59802 | PRESIDENT & DIR | 2.5 | $0 |
| HJ HANSON 17 SNOWDRIFT LANE, PHILLIPSBURG, MT 59858 | SECRETARY & DIR | 0.3 | $0 |
| GARY L GRAHAM 48 BROOKSIDE, MISSOULA, MT 59802 | Director | 0.3 | $0 |
| CAROL A GRAHAM 48 BROOKSIDE, MISSOULA, MT 59801 | Director | 0.3 | $0 |
| GREG MALONE 1795 HOMESTEAD LANE, MISSOULA, MT 59808 | Director | 0.3 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 7909, MISSOULA, MT 59807-7909
- In care of
- % GREG L HANSON ESQ
- Signed the 990-PF
- GREG HANSON, President
- Phone
- (406) 523-2516
- Return prepared by
- Boyle Deveny & Meyer 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 | Not 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
- 81-0504215
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99Z)
- Assets (IRS master file)
- $4,312,725
- Income (IRS master file)
- $1,433,575
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $317,334 | $560,850 | $4,312,725 | XML |
| 990-PF | December 2023 | $131,387 | $628,420 | $4,555,212 | 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 81-0504215).
Questions about THE WILLIAM H AND MARGARET M WALLACE FOUNDATION
- What is the EIN of THE WILLIAM H AND MARGARET M WALLACE FOUNDATION?
- The employer identification number (EIN) of THE WILLIAM H AND MARGARET M WALLACE FOUNDATION is 81-0504215.
- Is THE WILLIAM H AND MARGARET M WALLACE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to THE WILLIAM H AND MARGARET M WALLACE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE WILLIAM H AND MARGARET M WALLACE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE WILLIAM H AND MARGARET M WALLACE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE WILLIAM H AND MARGARET M WALLACE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE WILLIAM H AND MARGARET M WALLACE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 1 received compensation from the organization, the highest $1,000 (JILL MALONE, Director).
- How much revenue does THE WILLIAM H AND MARGARET M WALLACE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $317,334, expenses of $560,850 and total assets of $4,312,725 at year end.
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