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Nonprofit · EIN 84-1570728

THE WOLCOTT FAMILY FOUNDATION

Tax-exempt · PAONIA, CO 81428

Financials

$70K$128K2022$30K$132K2023
Revenue Expenses · by fiscal year end
Financials of THE WOLCOTT FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2024990-PF$30,469$131,980-$101,511$1,726,548$0$1,726,548
August 31, 2023990-PF$70,135$128,027-$57,892$1,828,059$0$1,828,059
Financial details: 990-PF for the year ended August 31, 2024

Revenue

Dividends
$44,340
Net gain from sales of assets
-$13,871

Expenses

Grants and similar amounts paid
$95,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$124,133
Excise tax on investment income
$507

Balance sheet and other

Total assets, start of year
$1,828,059
Total assets, end of year
$1,726,548
Total liabilities, end of year
$0
Net assets, end of year
$1,726,548
Fair market value of assets
$2,461,483
Qualifying distributions
$124,133
Net investment income
$44,340

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
HELEN M WOLCOTT
PO BOX 147, PAONIA, CO 81428
DIRECTOR, PRESIDENT1.5$0
OLIVER WOLCOTT
PO BOX 147, PAONIA, CO 81428
DIRECTOR2$0
ELIZABETH WOLCOTT
PO BOX 147, PAONIA, CO 81428
DIRECTOR7$0
PETER WOLCOTT
PO BOX 147, PAONIA, CO 81428
DIRECTOR, TREASURER1.5$0
STEVEN WOLCOTT
PO BOX 147, PAONIA, CO 81428
DIRECTOR, CHAIRMAN1.5$0
JENNIFER HUGGINS
PO BOX 147, PAONIA, CO 81428
DIRECTOR1.5$0
ANDREW WOLCOTT
PO BOX 147, PAONIA, CO 81428
DIRECTOR1.5$0
KIVA WILLIAMS
PO BOX 147, PAONIA, CO 81428
DIRECTOR1.5$0
ELI O LINDSEY-WOLCOTT
PO BOX 147, PAONIA, CO 81428
DIRECTOR, VICE TREASURER1.5$0
NAOMI KASPER
PO BOX 147, PAONIA, CO 81428
DIRECTOR1.5$0
JASMINE WOLCOTT
PO BOX 147, PAONIA, CO 81428
DIRECTOR1.5$0
NOAH WOLCOTT
PO BOX 147, PAONIA, CO 81428
DIRECTOR, SECRETARY1.5$0
BEN D LINDSEY-WOLCOTT
PO BOX 147, PAONIA, CO 81428
DIRECTOR1.5$0
JORDAN W HUGGINS
PO BOX 147, PAONIA, CO 81428
DIRECTOR1.5$0
JADE W HUGGINS
PO BOX 147, PAONIA, CO 81428
DIRECTOR1.5$0
3 more people on this return
NameTitleHours / weekCompensation
DEVON WILLIAMS
PO BOX 147, PAONIA, CO 81428
DIRECTOR1.5$0
ADAM KASPER
PO BOX 147, PAONIA, CO 81428
DIRECTOR1.5$0
MATTHEW KASPER
PO BOX 147, PAONIA, CO 81428
DIRECTOR1.5$0
990-PF for the year ended August 31, 2023: 18 people
NameTitleHours / weekCompensation
HELEN M WOLCOTT
PO BOX 147, PAONIA, CO 81428
DIRECTOR, PRESIDENT1.5$0
OLIVER WOLCOTT
PO BOX 147, PAONIA, CO 81428
DIRECTOR2$0
ELIZABETH WOLCOTT
PO BOX 147, PAONIA, CO 81428
DIRECTOR7$0
PETER WOLCOTT
PO BOX 147, PAONIA, CO 81428
DIRECTOR, TREASURER1.5$0
STEVEN WOLCOTT
PO BOX 147, PAONIA, CO 81428
DIRECTOR, CHAIRMAN1.5$0
JENNIFER HUGGINS
PO BOX 147, PAONIA, CO 81428
DIRECTOR1.5$0
ANDREW WOLCOTT
PO BOX 147, PAONIA, CO 81428
DIRECTOR1.5$0
KIVA WILLIAMS
PO BOX 147, PAONIA, CO 81428
DIRECTOR1.5$0
ELI O LINDSEY-WOLCOTT
PO BOX 147, PAONIA, CO 81428
DIRECTOR, VICE TREASURER1.5$0
NAOMI KASPER
PO BOX 147, PAONIA, CO 81428
DIRECTOR1.5$0
JASMINE WOLCOTT
PO BOX 147, PAONIA, CO 81428
DIRECTOR1.5$0
NOAH WOLCOTT
PO BOX 147, PAONIA, CO 81428
DIRECTOR, SECRETARY1.5$0
BEN D LINDSEY-WOLCOTT
PO BOX 147, PAONIA, CO 81428
DIRECTOR1.5$0
JORDAN W HUGGINS
PO BOX 147, PAONIA, CO 81428
DIRECTOR1.5$0
JADE W HUGGINS
PO BOX 147, PAONIA, CO 81428
DIRECTOR1.5$0
DEVON WILLIAMS
PO BOX 147, PAONIA, CO 81428
DIRECTOR1.5$0
ADAM KASPER
PO BOX 147, PAONIA, CO 81428
DIRECTOR1.5$0
MATTHEW KASPER
PO BOX 147, PAONIA, CO 81428
DIRECTOR1.5$0

Address and contacts

Address (IRS master file)
PO BOX 147, PAONIA, CO 81428-0147
In care of
% OLIVER WOLCOTT
Signed the 990-PF
PETER WOLCOTT, DIRECTOR, TREASURER
Phone
(303) 957-7747
Return prepared by
LAY & COMPANY 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 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, 2026Not on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
84-1570728
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
2008
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$1,726,548
Income (IRS master file)
$257,338

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2024$30,469$131,980$1,726,548XML
990-PFAugust 2023$70,135$128,027$1,828,059XML
990-PFAugust 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––IRS
990-PFNovember 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 84-1570728).

Questions about THE WOLCOTT FAMILY FOUNDATION

What is the EIN of THE WOLCOTT FAMILY FOUNDATION?
The employer identification number (EIN) of THE WOLCOTT FAMILY FOUNDATION is 84-1570728.
Is THE WOLCOTT FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to THE WOLCOTT FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE WOLCOTT FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE WOLCOTT FAMILY 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 WOLCOTT FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2024.
Who are the officers and directors of THE WOLCOTT FAMILY FOUNDATION?
The 990-PF for the year ended August 31, 2024 lists 18 people; 0 received compensation from the organization.
How much revenue does THE WOLCOTT FAMILY FOUNDATION have?
On its 990-PF for the year ended August 31, 2024 it reported revenue of $30,469, expenses of $131,980 and total assets of $1,726,548 at year end.

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