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Arthur And Phyllis Wachtel Family Foundation

  • Boca Raton, FL
  • Tax-exempt since Aug. 2012
  • EIN: 45-4005264

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Summary charts: organization finances over time

Revenue
$251k (2023)

Expenses
$1.34M (2023)

Total Assets
$0 (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$251,341
Expenses
$1,338,181
Net Income
-$1,086,840
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $26,106
10.4%
Sales of Assets $225,235
89.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,319,802
98.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Other
Phyllis Wachtel (Trustee) $0 $0

Document Links

990-PF
Filed on Dec. 10, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$29,572
Expenses
$93,126
Net Income
-$122,698
Net Assets
$1,086,840
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $27,729
Sales of Assets -$58,589
Other Income $1,288
Notable Expenses Percent of Total Expenses
Charitable Disbursements $80,479
86.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,086,840
Total Liabilities $0
Net Assets $1,086,840
Compensation
Key Employees and Officers Compensation Other
Phyllis Wachtel (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$206,427
Expenses
$96,642
Net Income
$109,785
Net Assets
$1,209,538
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $26,434
12.8%
Sales of Assets $177,686
86.1%
Other Income $2,307
1.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $83,400
86.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,209,538
Total Liabilities $0
Net Assets $1,209,538
Compensation
Key Employees and Officers Compensation Other
Phyllis Wachtel (Trustee) $0 $0

Document Links

990-PF
Filed on July 27, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$115,625
Expenses
$89,606
Net Income
$26,019
Net Assets
$1,099,752
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $26,765
23.1%
Sales of Assets $88,860
76.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $81,450
90.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,099,753
Total Liabilities $1
Net Assets $1,099,752
Compensation
Key Employees and Officers Compensation Other
Phyllis Wachtel (Trustee) $0 $0

Document Links

990-PF
Filed on May 3, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$61,989
Expenses
$87,886
Net Income
-$25,897
Net Assets
$1,013,479
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $30,158
48.7%
Sales of Assets $31,831
51.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $78,770
89.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,013,809
Total Liabilities $330
Net Assets $1,013,479
Compensation
Key Employees and Officers Compensation Other
Phyllis Wachtel (Trustee) $0 $0

Document Links

990-PF
Filed on July 31, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$140,083
Expenses
$153,500
Net Income
-$13,417
Net Assets
$1,039,376
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $33,394
23.8%
Sales of Assets $106,689
76.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $143,376
93.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,039,376
Total Liabilities $0
Net Assets $1,039,376
Compensation
Key Employees and Officers Compensation Other
Phyllis Wachtel (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 8, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$71,984
Expenses
$70,280
Net Income
$1,704
Net Assets
$1,052,793
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $29,314
40.7%
Sales of Assets $42,670
59.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $57,599
82.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,052,793
Total Liabilities $0
Net Assets $1,052,793
Compensation
Key Employees and Officers Compensation Other
Phyllis Wachtel (Trustee) $0 $0

Document Links

990-PF
Filed on Aug. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$44,014
Expenses
$61,929
Net Income
-$17,915
Net Assets
$1,051,089
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,529
42.1%
Sales of Assets $19,160
43.5%
Other Income $6,325
14.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $55,571
89.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,051,089
Total Liabilities $0
Net Assets $1,051,089
Compensation
Key Employees and Officers Compensation Other
Arthur Wachteldeceased April 2016 (Trustee) $0 $0
Phyllis Wachtel (Trustee) $0 $0

Document Links

990-PF
Filed on Oct. 6, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$100,034
Expenses
$63,317
Net Income
$36,717
Net Assets
$1,069,004
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,692
17.7%
Sales of Assets $82,342
82.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $55,220
87.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,069,004
Total Liabilities $0
Net Assets $1,069,004
Compensation
Key Employees and Officers Compensation Other
Arthur Wachtel Deceased April 2016 (Trustee) $0 $0
Phyllis Wachtel (Trustee) $0 $0

Document Links

990-PF
Filed on June 13, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$122,338
Expenses
$63,481
Net Income
$58,857
Net Assets
$1,032,287
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $100
0.1%
Interest Revenue $0
Dividends $27,801
22.7%
Sales of Assets $94,437
77.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $52,980
83.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,032,287
Total Liabilities $0
Net Assets $1,032,287
Compensation
Key Employees and Officers Compensation Other
Arthur Wachtel (Trustee) $0 $0
Phyllis Wachtel (Trustee) $0 $0

Document Links

990-PF
Filed on March 24, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$99,240
Expenses
$65,391
Net Income
$33,849
Net Assets
$973,430
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,374
28.6%
Sales of Assets $70,866
71.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $54,960
84.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $973,430
Total Liabilities $0
Net Assets $973,430
Compensation
Key Employees and Officers Compensation Other
Arthur Wachtel (Trustee) $0 $0
Phyllis Wachtel (Trustee) $0 $0

Document Links

990-PF
Filed on May 23, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$99,529
Expenses
$68,760
Net Income
$30,769
Net Assets
$939,580
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $55,195
55.5%
Interest Revenue $41
0.0%
Dividends $29,168
29.3%
Sales of Assets $15,125
15.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $54,450
79.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $939,581
Total Liabilities $1
Net Assets $939,580

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$954,537
Expenses
$0
Net Income
$954,537
Net Assets
$954,537
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $954,537
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $954,537
Total Liabilities $0
Net Assets $954,537

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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