Wallie Lock Charitable Foundation

Porfirio James A Ttee

Georgetown, TX
Tax-exempt since Aug. 1991
EIN: 74-2591783

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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

$26.6k (2024)

Expenses

$31.1k (2024)

Total Assets

$462k (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

$26,637

Expenses

$31,057

Net Income

-$4,420

Net Assets

$461,590

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,015	26.3%
Dividends	$12,289	46.1%
Sales of Assets	$7,333	27.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,738	79.7%
Compensation of Officers*	$4,929	15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$461,590
Total Liabilities	$0
Net Assets	$461,590

Compensation

Key Employees and Officers	Compensation	Other
Edith Porfirio (Trustee)	$1,643	$0
Ronnie Porfirio (Trustee)	$1,643	$0
Karen Cavanaugh (Trustee)	$1,643	$0

990-PF

Filed on May 14, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$17,321

Expenses

$26,023

Net Income

-$8,702

Net Assets

$466,010

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,732	56.2%
Dividends	$9,603	55.4%
Sales of Assets	-$2,014
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,180	77.5%
Compensation of Officers*	$4,653	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$466,010
Total Liabilities	$0
Net Assets	$466,010

Compensation

Key Employees and Officers	Compensation	Other
Edith Porfirio (Trustee)	$1,551	$0
Ronnie Porfirio (Trustee)	$1,551	$0
Karen Cavanaugh (Trustee)	$1,551	$0

990-PF

Filed on May 1, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$28,902

Expenses

$32,662

Net Income

-$3,760

Net Assets

$474,640

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,592	33.2%
Dividends	$7,210	24.9%
Sales of Assets	$12,100	41.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,170	80.1%
Compensation of Officers*	$5,694	17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$474,640
Total Liabilities	$0
Net Assets	$474,640

Compensation

Key Employees and Officers	Compensation	Other
Edith Porfirio (Trustee)	$1,898	$0
Ronnie Porfirio (Trustee)	$1,898	$0
Karen Cavanaugh (Trustee)	$1,898	$0

990-PF

Filed on May 11, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$34,464

Expenses

$35,838

Net Income

-$1,374

Net Assets

$478,400

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,602	27.9%
Dividends	$10,606	30.8%
Sales of Assets	$14,256	41.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,385	82.0%
Compensation of Officers*	$5,712	15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$478,400
Total Liabilities	$0
Net Assets	$478,400

Compensation

Key Employees and Officers	Compensation	Other
Edith Porfirio (Trustee)	$1,904	$0
Ronnie Porfirio (Trustee)	$1,904	$0
Karen Cavanaugh (Trustee)	$1,904	$0

990-PF

Filed on April 27, 2022

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Fiscal Year Ending Dec.
2020

Revenue

$19,548

Expenses

$32,648

Net Income

-$13,100

Net Assets

$479,773

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,719	54.8%
Dividends	$8,885	45.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,447	81.0%
Compensation of Officers*	$5,496	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$479,774
Total Liabilities	$1
Net Assets	$479,773

Compensation

Key Employees and Officers	Compensation	Other
Edith Porfirio (Trustee)	$1,832	$0
Ronnie Porfirio (Trustee)	$1,832	$0
Karen Cavanaugh (Trustee)	$1,832	$0

990-PF

Filed on March 15, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$25,393

Expenses

$31,783

Net Income

-$6,390

Net Assets

$492,873

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,821	42.6%
Dividends	$9,670	38.1%
Sales of Assets	$4,902	19.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,007	81.8%
Compensation of Officers*	$5,103	16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$492,874
Total Liabilities	$1
Net Assets	$492,873

Compensation

Key Employees and Officers	Compensation	Other
Edith Porfirio (Trustee)	$1,701	$0
Ronnie Porfirio (Trustee)	$1,701	$0
Karen Cavanaugh (Trustee)	$1,701	$0

990-PF

Filed on June 11, 2020

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Fiscal Year Ending Dec.
2018

Revenue

$34,056

Expenses

$32,734

Net Income

$1,322

Net Assets

$499,264

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,829	31.8%
Dividends	$7,988	23.5%
Sales of Assets	$15,239	44.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,296	80.3%
Compensation of Officers*	$5,511	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$499,264
Total Liabilities	$0
Net Assets	$499,264

Compensation

Key Employees and Officers	Compensation	Other
Edith Porfirio (Trustee)	$1,837	$0
Ronnie Porfirio (Trustee)	$1,837	$0
Karen Cavanaugh (Trustee)	$1,837	$0

990-PF

Filed on Feb. 20, 2019

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Fiscal Year Ending Dec.
2017

Revenue

$27,906

Expenses

$31,485

Net Income

-$3,579

Net Assets

$497,942

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,821	38.8%
Dividends	$6,678	23.9%
Sales of Assets	$10,407	37.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,493	81.0%
Compensation of Officers*	$5,247	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$497,942
Total Liabilities	$0
Net Assets	$497,942

Compensation

Key Employees and Officers	Compensation	Other
Edith Porfirio (Trustee)	$1,749	$0
Ronnie Porfirio (Trustee)	$1,749	$0
Karen Cavanaugh (Trustee)	$1,749	$0

990-PF

Filed on April 30, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$21,971

Expenses

$31,345

Net Income

-$9,374

Net Assets

$501,521

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,588	39.1%
Dividends	$8,978	40.9%
Sales of Assets	$3,905	17.8%
Other Income	$500	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,940	82.8%
Compensation of Officers*	$5,223	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$501,521
Total Liabilities	$0
Net Assets	$501,521

Compensation

Key Employees and Officers	Compensation	Other
Edith Porfirio (Trustee)	$1,741	$0
Ronnie Porfirio (Trustee)	$1,741	$0
Karen Cavanaugh (Trustee)	$1,741	$0

990-PF

Filed on March 31, 2017

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Fiscal Year Ending Dec.
2015

Revenue

$20,273

Expenses

$29,737

Net Income

-$9,464

Net Assets

$510,895

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$24,440	> 100%
Sales of Assets	-$4,168
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,306	91.8%
Compensation of Officers*	$5,604	18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$510,895
Total Liabilities	$0
Net Assets	$510,895

Compensation

Key Employees and Officers	Compensation	Other
Edith Porfirio (Trustee)	$1,868	$0
Ronnie Porfirio (Trustee)	$1,868	$0
Karen Cavanaugh (Trustee)	$1,868	$0

990-PF

Filed on May 12, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$27,235

Expenses

$29,443

Net Income

-$2,208

Net Assets

$520,359

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,585	31.5%
Dividends	$14,565	53.5%
Sales of Assets	$4,085	15.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,847	91.2%
Compensation of Officers*	$5,319	18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$520,359
Total Liabilities	$0
Net Assets	$520,359

Compensation

Key Employees and Officers	Compensation	Other
James A Porfirio (Trustee)	$1,773	$0
Ronnie Porfirio (Trustee)	$1,773	$0
Karen Cavanaugh (Trustee)	$1,773	$0

990-PF

Filed on May 13, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$39,352

Expenses

$28,042

Net Income

$11,310

Net Assets

$522,567

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$27,904	70.9%
Sales of Assets	$11,447	29.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,708	91.7%
Compensation of Officers*	$5,322	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$522,567
Total Liabilities	$0
Net Assets	$522,567

Compensation

Key Employees and Officers	Compensation	Other
James A Porfirio (Trustee)	$1,774	$0
Ronnie Porfirio (Trustee)	$1,774	$0
Karen Cavanaugh (Trustee)	$1,774	$0

990-PF

Filed on May 13, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

-$6,355

Expenses

$27,423

Net Income

-$33,778

Net Assets

$511,256

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1
Dividends	$29,411
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,391	92.6%
Compensation of Officers*	$5,029	18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$511,257
Total Liabilities	$1
Net Assets	$511,256

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$26,605

Expenses

$30,152

Net Income

-$3,547

Net Assets

$545,034

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$26,641	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,933	92.6%
Compensation of Officers*	$4,917	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$545,035
Total Liabilities	$1
Net Assets	$545,034

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Updated March 23, 2026

Wallie Lock Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $26.6k (2024)

Expenses $31.1k (2024)

Total Assets $462k (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

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$26.6k (2024)

Expenses

$31.1k (2024)

Total Assets

$462k (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.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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