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Nonprofit · EIN 83-6033434

THE WILLIAM F WELCH AND LORENE W WELCH FOUNDATION

Also known as LORENE W & WILLIAM F WELCH TTEE

Tax-exempt · SHERIDAN, WY 82801

Financials

−$178K$235K2023$164K$281K2024
Revenue Expenses · by fiscal year end
Financials of THE WILLIAM F WELCH AND LORENE W WELCH FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$163,609$280,510-$116,901$1,899,823$0$1,899,823
August 31, 2024990-PF-$177,867$235,071-$412,938$2,016,724$0$2,016,724
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Dividends
$53,741
Interest
$5
Net gain from sales of assets
$102,988
Other income
$6,875

Expenses

Grants and similar amounts paid
$167,500
Compensation of officers, directors and key employees
$72,500
Disbursements for charitable purposes
$204,800
Excise tax on investment income
$1,217

Balance sheet and other

Total assets, start of year
$2,016,724
Total assets, end of year
$1,899,823
Total liabilities, end of year
$0
Net assets, end of year
$1,899,823
Fair market value of assets
$4,378,659
Qualifying distributions
$204,800
Net investment income
$163,259

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
FRANK ROTELLINI
PO BOX J, SHERIDAN, WY 82801
CO-TRUSTEE3$14,500
WILLIAM B EBZERY
PO BOX J, SHERIDAN, WY 82801
CO-TRUSTEE3$14,500
MATTHEW EBZERY
PO BOX J, SHERIDAN, WY 82801
CO-TRUSTEE3$14,500
RICHARD M DAVIS JR
PO BOX J, SHERIDAN, WY 82801
CO-TRUSTEE3$14,500
PATRICK BARKER
PO BOX J, SHERIDAN, WY 82801
CO-TRUSTEE3$14,500
990-PF for the year ended August 31, 2024: 5 people
NameTitleHours / weekCompensation
FRANK ROTELLINI
PO BOX J, SHERIDAN, WY 82801
CO-TRUSTEE3$10,000
WILLIAM B EBZERY
PO BOX J, SHERIDAN, WY 82801
CO-TRUSTEE3$10,000
MATTHEW EBZERY
PO BOX J, SHERIDAN, WY 82801
CO-TRUSTEE3$10,000
RICHARD M DAVIS JR
PO BOX J, SHERIDAN, WY 82801
CO-TRUSTEE3$10,000
PATRICK BARKER
PO BOX J, SHERIDAN, WY 82801
CO-TRUSTEE3$10,000

Address and contacts

Address (IRS master file)
PO BOX J, SHERIDAN, WY 82801-0620
In care of
% BURGESS & DAVIS A WY PARTNERSHIP
Signed the 990-PF
WILLIAM B EBZERY, CO-TRUSTEE
Phone
(307) 674-1770
Return prepared by
MOHATT JOHNSON & GODWIN LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
83-6033434
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
1994
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$1,899,823
Income (IRS master file)
$1,181,544

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$163,609$280,510$1,899,823XML
990-PFAugust 2024-$177,867$235,071$2,016,724XML
990-PFAugust 2023–––IRS
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 2020–––IRS
990-PFAugust 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 83-6033434).

Questions about THE WILLIAM F WELCH AND LORENE W WELCH FOUNDATION

What is the EIN of THE WILLIAM F WELCH AND LORENE W WELCH FOUNDATION?
The employer identification number (EIN) of THE WILLIAM F WELCH AND LORENE W WELCH FOUNDATION is 83-6033434.
Is THE WILLIAM F WELCH AND LORENE W WELCH FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to THE WILLIAM F WELCH AND LORENE W WELCH FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE WILLIAM F WELCH AND LORENE W WELCH FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE WILLIAM F WELCH AND LORENE W WELCH FOUNDATION due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE WILLIAM F WELCH AND LORENE W WELCH FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of THE WILLIAM F WELCH AND LORENE W WELCH FOUNDATION?
The 990-PF for the year ended August 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $14,500 (FRANK ROTELLINI, CO-TRUSTEE).
How much revenue does THE WILLIAM F WELCH AND LORENE W WELCH FOUNDATION have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $163,609, expenses of $280,510 and total assets of $1,899,823 at year end.

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