WOLTER FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: WOLTER FAMILY FOUNDATION (EIN 87-3518647)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-06-29
IRS object ID: 202641809349100819
Schema version: 2025v4.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Other Schedule2
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-06-29T16:47:44-04:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	412300824	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MCCALL & ASSOCIATES CPAS PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	18805 W CATAWBA AVE STE 102	AddressLine1Txt
City	CORNELIUS	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	280314609	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	873518647	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WOLTER FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	WOLT	BusinessNameControlTxt
Phone	7047634998	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	21201 SENLAC LANE	AddressLine1Txt
City	CORNELIUS	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28031	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KAREN WOLTER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	7047634998	PhoneNum
Signature	2026-06-06	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	BARBARA G MCCALL	PreparerPersonNm
PTIN	P00182461	PTIN
Phone	7048962870	PhoneNum
Preparation	2026-06-24	PreparationDt

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$531,450	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,250	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Other Income Rev And Expnss	$35,106	OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm	$35,106	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$36,356	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Total Adj Net Incm	$35,106	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$1,250	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$1,250	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$2,228	TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$3,478	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,250	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$64,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$64,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$67,978	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$65,750	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$31,622	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$35,106	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$60,160	CashBOYAmt
Cash EOY	$28,537	CashEOYAmt
Cash EOYFMV	$28,538	CashEOYFMVAmt
Other Investments BOY	$502,911	OtherInvestmentsBOYAmt
Other Investments EOY	$502,912	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$502,912	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$563,071	TotalAssetsBOYAmt
Total Assets EOY	$531,449	TotalAssetsEOYAmt
Total Assets EOYFMV	$531,450	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$563,071	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$531,449	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$563,071	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$531,449	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$563,071	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$531,449	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$563,071	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$31,622	ExcessRevenueOverExpensesAmt
Subtotal	$531,449	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$531,449	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	false	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	CHARLES WOLTER	IndividualWithBooksNm
Phone	7047634998	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	21201 SENLAC LANE	AddressLine1Txt
City	CORNELIUS	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28031	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
KAREN WOLTER
21201 SENLAC LANE	CORNELIUS	NC	28031	PRESIDENT	0.58	$0	$0	$0
CHARLES WOLTER
21201 SENLAC LANE	CORNELIUS	NC	28031	VP	0.58	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	DAVIDSON DAY SCHOOL - CASH DONATION 06-12-2025	Description1Txt
Expenses1	$25,000	Expenses1Amt
Description2	AMERICAN FOREIGN ACADEMIC RESEARCH - CASH DONATION 07-10- 2025	Description2Txt
Expenses2	$25,000	Expenses2Amt
Description3	DAVIDSON DAY SCHOOL -CASH DONATION 09-15-2025	Description3Txt
Expenses3	$10,000	Expenses3Amt
Description4	SAFE ALLIANCE - CASH DONATION 11-18-2025	Description4Txt
Expenses4	$2,500	Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$46,864	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$502,911	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$549,775	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$549,775	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$8,247	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$541,528	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$27,076	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$27,076	MinimumInvestmentReturnAmt
Distributable Before Adj	$27,076	DistributableBeforeAdjAmt
Distributable Before Ded	$27,076	DistributableBeforeDedAmt
Distributable As Adjusted	$27,076	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$65,750	ExpensesAndContributionsAmt
Qualifying Distributions	$65,750	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$27,076	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3	$3,652	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$17,663	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$21,315	TotalExcessDistributionCyovAmt
Qualifying Distributions	$65,750	QualifyingDistributionsAmt
Applied To Current Year	$27,076	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$38,674	RemainingDistriFromCorpusAmt
Total Corpus	$59,989	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$59,989	ExcessDistriCyovToNextYrAmt
Excess From Year3	$3,652	ExcessFromYear3Amt
Excess From Year2	$17,663	ExcessFromYear2Amt
Excess From Current Year	$38,674	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	CHARLES WOLTER	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
DAVIDSON DAY SCHOOL
750 JETTON STREET	DAVIDSON	NC	28036	PC	STUDENT AND STAFF AWARDS	$25,000
DAVIDSON DAY SCHOOL
750 JETTON STREET	DAVIDSON	NC	28036	PC	STUDENT SCHOLARSHIPS	$10,000
TEAM NC
225 SUMMERMORE DRIVE	CHARLOTTE	NC	28270	PC	ATHLETES IN NEED	$2,000
SAFE ALLIANCE
601 E 5TH STREET STE 400	CHARLOTTE	NC	28202	PC	SUPPORT FOR DOMESTIC VIOLENCE VICTIM	$2,500
AMERICAN FOREIGN ACADEMIC RESEARCH
750 JETTON STREET	DAVIDSON	NC	28036	PC	EDUCATIONAL OUTREACH	$25,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$64,500	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt	DescDesc	BusinessBusinessCd	Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt	ExclusionExclusionCd	ExclusionExclusionAmt
$105
	GINKGO MULTIFAMILY OP LP	531110	$15,524
	GINKGO MULTIFAMILY OP LP			16	$19,477

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$15,524	UnrelatedBusinessTaxblIncmAmt
Exclusion	$19,477	ExclusionAmt
Related Or Exempt Function Incm	$105	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$35,106	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Field	Value	IRS element (for citing)
Line Number	11B	LineNumberTxt
Relationship Statement	THE NET RENTAL INCOME RECEIVED FROM THE GINKGO MULTIFAMILY OP LIMITED PARTNERSHIP IS THE PRIMARY MEANS BY WHICH THE FOUNDATION ACCOMPLISHES ITS CHARITABLE PURPOSES.	RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Amt	$1,250	Amt
Disbursements Charitable Prps	$1,250	DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	GINKGO MULTIFAMILY OP LP	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$502,912	BookValueAmt
EOYFMV	$502,912	EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	DescDesc
$105	$105
$15,524	$15,524	GINKGO MULTIFAMILY OP LP
$19,477	$19,477	GINKGO MULTIFAMILY OP LP

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	TAXES	CategoryTxt
Amt	$2,228	Amt

WOLTER FAMILY FOUNDATION: Form 990PF, tax year 2025

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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