Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 86-3626917

WILLIAM WALLACE FOUNDATION

Tax-exempt · OKLAHOMA CITY, OK 73170

Financials

$49K$11K2023$78K$2K2024$41K$2K2025
Revenue Expenses · by fiscal year end
Financials of WILLIAM WALLACE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$41,014$2,122$38,892$223,843$0$223,843
December 31, 2024990-PF$77,902$2,125$75,777$184,951$0$184,951
December 31, 2023990-PF$48,997$11,228$37,769$109,174$0$109,174
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$34,875
Dividends
$6,139

Expenses

Grants and similar amounts paid
$0
Excise tax on investment income
$85

Balance sheet and other

Total assets, start of year
$184,951
Total assets, end of year
$223,843
Total liabilities, end of year
$0
Net assets, end of year
$223,843
Fair market value of assets
$223,843
Net investment income
$6,139

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.

NameTitleHours / weekCompensation
JAY HELM
2641 E 21ST ST, TULSA, OK 74114
Chairman0.5$0
JIM UTTERBACK
11926 HWY 3E, EARLSBORO, OK 74840
Secretary0.5$0
CHRIS L KANNADY
12231 S MAY AVE, OKLAHOMA CITY, OK 73170
Director0.5$0
DANNY R ALSIP
PO BOX 562, CHANDLER, OK 74834
Treasurer0.5$0
COURTNEY KNOBLOCK
3027 S ROCKFORD RD, TULSA, OK 74114
Director0.5$0
SUZANNE SCHREIBER
12231 S MAY AVE, OKLAHOMA CITY, OK 73170
Director0.5$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
JAY HELM
2641 E 21ST ST, TULSA, OK 74114
Chairman0.5$0
JIM UTTERBACK
11926 HWY 3E, EARLSBORO, OK 74840
Secretary0.5$0
CHRIS L KANNADY
12231 S MAY AVE, OKLAHOMA CITY, OK 73170
Director0.5$0
DANNY R ALSIP
PO BOX 562, CHANDLER, OK 74834
Treasurer0.5$0
COURTNEY KNOBLOCK
3027 S ROCKFORD RD, TULSA, OK 74114
Director0.5$0
SUZANNE SCHREIBER
12231 S MAY AVE, OKLAHOMA CITY, OK 73170
Director0.5$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
JAY HELM
2641 E 21ST ST, TULSA, OK 74114
Chairman0.5$0
JIM UTTERBACK
11926 HWY 3E, EARLSBORO, OK 74840
Secretary0.5$0
BEN WALKINGSTICK
930601 S 3480 RD, CHANDLER, OK 74834
Director Emerit0$0
CHRIS L KANNADY
12231 S MAY AVE, OKLAHOMA CITY, OK 73170
Director0.5$0
DANNY R ALSIP
PO BOX 562, CHANDLER, OK 74834
Treasurer0.5$0
COURTNEY KNOBLOCK
3027 S ROCKFORD RD, TULSA, OK 74114
Director0.5$0
SUZANNE SCHREIBER
12231 S MAY AVE, OKLAHOMA CITY, OK 73170
Director0.5$0

Address and contacts

Address (IRS master file)
12231 S MAY AVE, OKLAHOMA CITY, OK 73170-4502
In care of
% CHRIS KANNADY
Signed the 990-PF
JAY HELM, Chairman
Phone
(405) 258-3956
Return prepared by
CUNDIFF DEVENY & ASSOCIATES CPAS PLLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
86-3626917
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
2021
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B01)
Assets (IRS master file)
$223,843
Income (IRS master file)
$41,014

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$41,014$2,122$223,843XML
990-PFDecember 2024$77,902$2,125$184,951XML
990-PFDecember 2023$48,997$11,228$109,174XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––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 86-3626917).

Questions about WILLIAM WALLACE FOUNDATION

What is the EIN of WILLIAM WALLACE FOUNDATION?
The employer identification number (EIN) of WILLIAM WALLACE FOUNDATION is 86-3626917.
Is WILLIAM WALLACE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to WILLIAM WALLACE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM WALLACE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM WALLACE 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 WILLIAM WALLACE 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 WILLIAM WALLACE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does WILLIAM WALLACE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $41,014, expenses of $2,122 and total assets of $223,843 at year end.

Other nonprofits in OKLAHOMA CITY

All nonprofits in OKLAHOMA CITY · Oklahoma · Education