The Nettie Lokey Wiley And Charles L Wiley Foundation

Irvington, VA
Tax-exempt since Dec. 1981
EIN: 52-1231771

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Donations to this organization are tax deductible.

Revenue

$662k (2024)

Expenses

$700k (2024)

Total Assets

$6.73M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Revenue

$662,273

Expenses

$699,976

Net Income

-$37,703

Net Assets

$6,730,440

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$112,373	17.0%
Dividends	$192,337	29.0%
Sales of Assets	$357,563	54.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$614,691	87.8%
Compensation of Officers*	$36,800	5.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,730,440
Total Liabilities	$0
Net Assets	$6,730,440

Compensation

Key Employees and Officers	Compensation	Other
Catharine B Moore (Secretary)	$7,600	$0
Phillip L Williams (Vice Pres.)	$7,600	$0
William B Hubbard (Treasurer)	$7,600	$0
Leslie Franklin (President)	$7,600	$0
Steven Parker (Historian)	$6,400	$0

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990-PF

Filed on May 12, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$489,355

Expenses

$514,527

Net Income

-$25,172

Net Assets

$6,768,138

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$99,431	20.3%
Dividends	$191,295	39.1%
Sales of Assets	$198,629	40.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$440,154	85.5%
Compensation of Officers*	$32,800	6.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,768,138
Total Liabilities	$0
Net Assets	$6,768,138

Compensation

Key Employees and Officers	Compensation	Other
Catharine B Moore (Secretary)	$7,600	$0
William B Hubbard (Treasurer)	$7,600	$0
Leslie Franklin (President)	$7,600	$0
Phillip Williams (Historian)	$7,600	$0
Gloria C Conley (Vice Pres.)	$2,400	$0

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990-PF

Filed on May 6, 2024

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

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PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$534,989

Expenses

$531,534

Net Income

$3,455

Net Assets

$6,793,310

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$77,495	14.5%
Dividends	$188,120	35.2%
Sales of Assets	$269,374	50.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$426,978	80.3%
Compensation of Officers*	$38,000	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,793,310
Total Liabilities	$0
Net Assets	$6,793,310

Compensation

Key Employees and Officers	Compensation	Other
Catharine B Moore (Secretary)	$7,600	$0
Gloria C Conley (Vice Pres.)	$7,600	$0
William B Hubbard (Treasurer)	$7,600	$0
Leslie Franklin (President)	$7,600	$0
Phillip Williams (Historian)	$7,600	$0

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990-PF

Filed on May 12, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$638,095

Expenses

$1,080,948

Net Income

-$442,853

Net Assets

$6,789,855

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$82,978	13.0%
Dividends	$339,882	53.3%
Sales of Assets	$214,953	33.7%
Other Income	$282	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$962,190	89.0%
Compensation of Officers*	$38,000	3.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,789,855
Total Liabilities	$0
Net Assets	$6,789,855

Compensation

Key Employees and Officers	Compensation	Other
Catharine B Moore (Secretary)	$7,600	$0
Gloria C Conley (Vice Pres.)	$7,600	$0
William B Hubbard (Treasurer)	$7,600	$0
Leslie Franklin (President)	$7,600	$0
Phillip Williams (Historian)	$7,600	$0

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990-PF

Filed on May 10, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$120,657

Expenses

$564,864

Net Income

-$444,207

Net Assets

$7,232,707

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$78,179	64.8%
Dividends	$183,692	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$483,501	85.6%
Compensation of Officers*	$30,000	5.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,232,708
Total Liabilities	$1
Net Assets	$7,232,707

Compensation

Key Employees and Officers	Compensation	Other
Catharine B Moore (Secretary)	$6,000	$0
Gloria C Conley (Vice Pres.)	$6,000	$0
William B Hubbard (Treasurer)	$6,000	$0
Leslie Franklin (President)	$6,000	$0
Phillip Williams (Historian)	$6,000	$0

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990-PF

Filed on June 14, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$626,701

Expenses

$645,106

Net Income

-$18,405

Net Assets

$7,676,914

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$86,003	13.7%
Dividends	$213,652	34.1%
Sales of Assets	$320,801	51.2%
Other Income	$6,245	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$579,245	89.8%
Compensation of Officers*	$30,000	4.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,676,915
Total Liabilities	$1
Net Assets	$7,676,914

Compensation

Key Employees and Officers	Compensation	Other
Catharine B Moore (Secretary)	$6,000	$0
Gloria C Conley (Vice Pres.)	$6,000	$0
Bhb Hubbard Dec'd (Treasurer)	$6,000	$0
Leslie Franklin (President)	$6,000	$0
Phillip Williams (Historian)	$6,000	$0

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990-PF

Filed on June 12, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$393,312

Expenses

$577,141

Net Income

-$183,829

Net Assets

$7,695,320

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$51,302	13.0%
Dividends	$228,107	58.0%
Sales of Assets	$113,903	29.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$480,746	83.3%
Compensation of Officers*	$25,000	4.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,695,320
Total Liabilities	$0
Net Assets	$7,695,320

Compensation

Key Employees and Officers	Compensation	Other
Catharine B Moore (Secretary)	$6,000	$0
Gloria C Conley (Vice Pres.)	$6,000	$0
Leslie Franklin (President)	$6,000	$0
Phillip Williams (Historian)	$6,000	$0
Bhb Hubbard (Treasurer)	$1,000	$0

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990-PF

Filed on July 12, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$899,021

Expenses

$502,940

Net Income

$396,081

Net Assets

$7,726,038

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35,308	3.9%
Dividends	$210,188	23.4%
Sales of Assets	$659,833	73.4%
Other Income	-$6,308

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$448,776	89.2%
Compensation of Officers*	$30,000	6.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,726,038
Total Liabilities	$0
Net Assets	$7,726,038

Compensation

Key Employees and Officers	Compensation	Other
Catharine B Moore (Secretary)	$6,000	$0
Gloria C Conley (Vice Pres.)	$6,000	$0
Bhb Hubbard (Treasurer)	$6,000	$0
Leslie Franklin (President)	$6,000	$0
Phillip Williams (Historian)	$6,000	$0

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990-PF

Filed on May 15, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$319,024

Expenses

$502,589

Net Income

-$183,565

Net Assets

$7,329,957

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36,661	11.5%
Dividends	$211,065	66.2%
Sales of Assets	$80,636	25.3%
Other Income	-$9,338

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$473,456	94.2%
Compensation of Officers*	$36,000	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,329,957
Total Liabilities	$0
Net Assets	$7,329,957

Compensation

Key Employees and Officers	Compensation	Other
Catharine B Moore (Secretary)	$6,000	$0
Gloria C Conley (Vice Pres.)	$6,000	$0
Bhb Hubbard (Treasurer)	$6,000	$0
Thomas Gosse (Vice Pres.)	$6,000	$0
Leslie Franklin (President)	$6,000	$0
Phillip Williams (Historian)	$6,000	$0

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990-PF

Filed on May 12, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$488,217

Expenses

$527,756

Net Income

-$39,539

Net Assets

$7,513,522

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$42,800	8.8%
Dividends	$199,695	40.9%
Sales of Assets	$265,033	54.3%
Other Income	-$19,311

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$469,067	88.9%
Compensation of Officers*	$35,500	6.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,513,522
Total Liabilities	$0
Net Assets	$7,513,522

Compensation

Key Employees and Officers	Compensation	Other
Catharine B Moore (Secretary)	$6,000	$0
Gloria C Conley (Vice Pres.)	$6,000	$0
Thomas Gosse (Vice Pres.)	$6,000	$0
Leslie Franklin (President)	$6,000	$0
Phillip Williams (Historian)	$6,000	$0
Bhb Hubbard (Treasurer)	$5,500	$0

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990-PF

Filed on May 16, 2016

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$1,061,131

Expenses

$466,202

Net Income

$594,929

Net Assets

$7,553,061

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$79,756	7.5%
Interest Revenue	$63,617	6.0%
Dividends	$228,447	21.5%
Sales of Assets	$692,783	65.3%
Other Income	-$3,472

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$440,846	94.6%
Compensation of Officers*	$26,600	5.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,553,061
Total Liabilities	$0
Net Assets	$7,553,061

Compensation

Key Employees and Officers	Compensation	Other
Gloria C Conley (Vice Pres.)	$5,400	$0
Bhb Hubbard (Treasurer)	$5,400	$0
Thomas Gosse (President)	$5,400	$0
Leslie Franklin (Board Member)	$5,400	$0
Catharine B Moore (Secretary)	$5,000	$0

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990-PF

Filed on May 12, 2015

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$241,083

Expenses

$441,805

Net Income

-$200,722

Net Assets

$6,958,132

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$78,539	32.6%
Dividends	$186,319	77.3%
Sales of Assets	-$4,575
Other Income	-$19,200

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$419,281	94.9%
Compensation of Officers*	$27,000	6.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,958,132
Total Liabilities	$0
Net Assets	$6,958,132

Compensation

Key Employees and Officers	Compensation	Other
Catharine B Moore (Secretary)	$5,400	$0
Gloria C Conley (Vice Pres.)	$5,400	$0
Bhb Hubbard (Treasurer)	$5,400	$0
Thomas Gosse (President)	$5,400	$0
Leslie Franklin (Board Member)	$5,400	$0

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990-PF

Filed on May 14, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$297,239

Expenses

$410,926

Net Income

-$113,687

Net Assets

$7,158,853

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,500	0.5%
Interest Revenue	$83,726	28.2%
Dividends	$173,329	58.3%
Sales of Assets	$26,384	8.9%
Other Income	$12,300	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$386,908	94.2%
Compensation of Officers*	$27,000	6.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,158,854
Total Liabilities	$1
Net Assets	$7,158,853

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$329,649

Expenses

$414,230

Net Income

-$84,581

Net Assets

$7,272,541

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$71,814	21.8%
Dividends	$171,122	51.9%
Sales of Assets	$74,518	22.6%
Other Income	$12,195	3.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$392,240	94.7%
Compensation of Officers*	$27,000	6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,272,541
Total Liabilities	$0
Net Assets	$7,272,541

990-PF

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

PDF

PDF (2 of 2)

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.

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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.

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The Nettie Lokey Wiley And Charles L Wiley Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $662k (2024)

Expenses $700k (2024)

Total Assets $6.73M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$662k (2024)

Expenses

$700k (2024)

Total Assets

$6.73M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001