W A Wolfe Jr And Phyllis P Wolfe Foundation Inc

Bluefield, WV
Tax-exempt since Jan. 1989
EIN: 55-0684389

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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

$133k (2024)

Expenses

$232k (2024)

Total Assets

$3.26M (2024)

Total Liabilities

$0 (2024)

Years with missing data

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

$132,604

Expenses

$231,606

Net Income

-$99,002

Net Assets

$3,263,844

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$109,953	82.9%
Sales of Assets	$11,901	9.0%
Other Income	$10,750	8.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,500	86.6%
Compensation of Officers*	$29,179	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,263,844
Total Liabilities	$0
Net Assets	$3,263,844

Compensation

Key Employees and Officers	Compensation	Other
Burke & Herbert Bank (Trustee)	$29,179	$0
Frank W Wilkinson (President)	$0	$0
Julie Johnson (Vice Preside)	$0	$0
J Ronald Hypes (Director)	$0	$0
Amy S Havens (Director)	$0	$0
Katherine S Shott (Director)	$0	$0
Chris Shoemaker (Director)	$0	$0

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990-PF

Filed on May 14, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$73,196

Expenses

$233,708

Net Income

-$160,512

Net Assets

$3,362,846

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$92,196	> 100%
Sales of Assets	-$31,000
Other Income	$12,000	16.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$205,250	87.8%
Compensation of Officers*	$26,472	11.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,362,846
Total Liabilities	$0
Net Assets	$3,362,846

Compensation

Key Employees and Officers	Compensation	Other
Summit Community Bank (Trustee)	$26,472	$0
Frank W Wilkinson (President)	$0	$0
Julie Johnson (Vice Preside)	$0	$0
J Ronald Hypes (Director)	$0	$0
Amy S Havens (Director)	$0	$0
Katherine S Shott (Director)	$0	$0
Chris Shoemaker (Director)	$0	$0

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990-PF

Filed on May 13, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$102,865

Expenses

$246,739

Net Income

-$143,874

Net Assets

$3,523,358

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$82,164	79.9%
Sales of Assets	$14,201	13.8%
Other Income	$6,500	6.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$214,250	86.8%
Compensation of Officers*	$27,623	11.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,523,358
Total Liabilities	$0
Net Assets	$3,523,358

Compensation

Key Employees and Officers	Compensation	Other
Summit Community Bank (Trustee)	$27,623	$0
Frank W Wilkinson (President)	$0	$0
Julie Johnson (Vice Preside)	$0	$0
J Ronald Hypes (Director)	$0	$0
Amy S Havens (Director)	$0	$0
Katherine S Shott (Director)	$0	$0
Chris Shoemaker (Director)	$0	$0

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990-PF

Filed on May 11, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$313,375

Expenses

$253,720

Net Income

$59,655

Net Assets

$3,667,232

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$71,811	22.9%
Sales of Assets	$237,064	75.6%
Other Income	$4,500	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$222,200	87.6%
Compensation of Officers*	$29,952	11.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,667,232
Total Liabilities	$0
Net Assets	$3,667,232

Compensation

Key Employees and Officers	Compensation	Other
Summit Community Bank (Trustee)	$29,952	$0
Frank W Wilkinson (President)	$0	$0
Julie Johnson (Vice Preside)	$0	$0
J Ronald Hypes (Director)	$0	$0
Amy S Havens (Director)	$0	$0
Katherine S Shott (Director)	$0	$0
Chris Shoemaker (Director)	$0	$0

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990-PF

Filed on May 10, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$86,589

Expenses

$251,553

Net Income

-$164,964

Net Assets

$3,607,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$67,143	77.5%
Sales of Assets	$6,196	7.2%
Other Income	$13,250	15.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$201,950	80.3%
Compensation of Officers*	$26,177	10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,607,577
Total Liabilities	$1
Net Assets	$3,607,576

Compensation

Key Employees and Officers	Compensation	Other
Summit Community Bank (Trustee)	$26,177	$0
Frank W Wilkinson (President)	$0	$0
Julie Johnson (Vice Preside)	$0	$0
J Ronald Hypes (Director)	$0	$0
Amy S Havens (Director)	$0	$0
Katherine S Shott (Director)	$0	$0
Elizabeth M Pruett (Secretary/Tr)	$0	$0
Chris Shoemaker (Director)	$0	$0

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990-PF

Filed on May 14, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$1,397,878

Expenses

$213,382

Net Income

$1,184,496

Net Assets

$3,772,541

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$110,892	7.9%
Sales of Assets	$1,272,361	91.0%
Other Income	$14,625	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$186,250	87.3%
Compensation of Officers*	$26,231	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,772,541
Total Liabilities	$0
Net Assets	$3,772,541

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$190,706

Expenses

$189,645

Net Income

$1,061

Net Assets

$2,605,931

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,494	52.7%
Sales of Assets	$88,212	46.3%
Other Income	$2,000	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$163,500	86.2%
Compensation of Officers*	$23,718	12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,605,931
Total Liabilities	$0
Net Assets	$2,605,931

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$100,004

Expenses

$171,564

Net Income

-$71,560

Net Assets

$2,604,870

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$95,692	95.7%
Sales of Assets	$62	0.1%
Other Income	$4,250	4.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$145,500	84.8%
Compensation of Officers*	$23,835	13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,604,870
Total Liabilities	$0
Net Assets	$2,604,870

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$96,616

Expenses

$179,664

Net Income

-$83,048

Net Assets

$2,676,431

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$89,702	92.8%
Sales of Assets	$3,914	4.1%
Other Income	$3,000	3.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,000	85.7%
Compensation of Officers*	$22,158	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,676,431
Total Liabilities	$0
Net Assets	$2,676,431

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$103,127

Expenses

$174,486

Net Income

-$71,359

Net Assets

$2,759,478

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$94,763	91.9%
Sales of Assets	$1,864	1.8%
Other Income	$6,500	6.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$149,500	85.7%
Compensation of Officers*	$20,929	12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,759,478
Total Liabilities	$0
Net Assets	$2,759,478

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$211,116

Expenses

$170,388

Net Income

$40,728

Net Assets

$2,830,837

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$88,721	42.0%
Sales of Assets	$121,645	57.6%
Other Income	$750	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$149,250	87.6%
Compensation of Officers*	$19,653	11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,830,837
Total Liabilities	$0
Net Assets	$2,830,837

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

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.

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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

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Updated January 26, 2026

W A Wolfe Jr And Phyllis P Wolfe Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $133k (2024)

Expenses $232k (2024)

Total Assets $3.26M (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

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$133k (2024)

Expenses

$232k (2024)

Total Assets

$3.26M (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