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Nonprofit · EIN 87-6718183

JOYCE L WOLF FOUNDATION

Also known as BRIAN D BIXBY TTEE

Tax-exempt · LINCOLN, MA 01773

Financials

$0$02021−$49K$294K2023$225K$369K2024$333K$351K2025
Revenue Expenses · by fiscal year end
Financials of JOYCE L WOLF FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$332,509$351,436-$18,927$5,169,504$0$5,169,504
December 31, 2024990-PF$224,707$368,573-$143,866$4,904,466$0$4,904,466
December 31, 2023990-PF-$49,292$294,214-$343,506$4,795,939$0$4,795,939
December 31, 2021990-PF$0$0$0$0$0$0
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$135,396
Net gain from sales of assets
$197,113

Expenses

Grants and similar amounts paid
$293,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$307,740
Excise tax on investment income
$4,066

Balance sheet and other

Total assets, start of year
$4,904,466
Total assets, end of year
$5,169,504
Total liabilities, end of year
$0
Net assets, end of year
$5,169,504
Fair market value of assets
$5,169,504
Qualifying distributions
$307,740
Net investment income
$330,051

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
BRIAN D BIXBY
234 TOWER ROAD, LINCOLN, MA 01773
TRUSTEE0.5$0
SCOTT WOLF
234 TOWER ROAD, LINCOLN, MA 01773
TRUSTEE0.5$0
JULIE A WOLF
234 TOWER ROAD, LINCOLN, MA 01773
TRUSTEE0.5$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JULIE A WOLF
234 TOWER ROAD, LINCOLN, MA 01773
TRUSTEE0.5$0
SCOTT WOLF
234 TOWER ROAD, LINCOLN, MA 01773
TRUSTEE0.5$0
BRIAN D BIXBY
234 TOWER ROAD, LINCOLN, MA 01773
TRUSTEE0.5$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JULIE A WOLF
234 TOWER ROAD, LINCOLN, MA 01773
TRUSTEE0.5$0
SCOTT WOLF
234 TOWER ROAD, LINCOLN, MA 01773
TRUSTEE0.5$0
BRIAN D BIXBY
234 TOWER ROAD, LINCOLN, MA 01773
TRUSTEE0.5$0
990-PF for the year ended December 31, 2021: 3 people
NameTitleHours / weekCompensation
JULIE A WOLF
234 TOWER ROAD, LINCOLN, MA 01773
TRUSTEE0.5$0
SCOTT WOLF
234 TOWER ROAD, LINCOLN, MA 01773
TRUSTEE0.5$0
BRIAN D BIXBY
234 TOWER ROAD, LINCOLN, MA 01773
TRUSTEE0.5$0

Address and contacts

Address (IRS master file)
234 TOWER RD, LINCOLN, MA 01773-4312
Signed the 990-PF
JULIE A WOLF, TRUSTEE
Phone
(781) 558-5432
Return prepared by
CLIFTONLARSONALLEN 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 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
87-6718183
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
2024
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Human services (P20)
Assets (IRS master file)
$5,169,504
Income (IRS master file)
$2,042,590

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$332,509$351,436$5,169,504XML
990-PFDecember 2024$224,707$368,573$4,904,466XML
990-PFDecember 2023-$49,292$294,214$4,795,939XML
990-PFDecember 2022–––IRS
990-PFDecember 2021$0$0$0XML

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 87-6718183).

Questions about JOYCE L WOLF FOUNDATION

What is the EIN of JOYCE L WOLF FOUNDATION?
The employer identification number (EIN) of JOYCE L WOLF FOUNDATION is 87-6718183.
Is JOYCE L WOLF FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Are donations to JOYCE L WOLF FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOYCE L WOLF FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JOYCE L WOLF 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 JOYCE L WOLF 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 JOYCE L WOLF FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does JOYCE L WOLF FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $332,509, expenses of $351,436 and total assets of $5,169,504 at year end.

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