WF Assets Inc
WF Assets, inc. Provides financial support for waco foundation, a 501(c)(3) public charity.
WF Assets Inc at a glance
- Total assets
- $5,741,997
- +47.5% vs 2024
- Revenue (2025)
- $3,182,179
- +340.2% vs 2024
- Net investment income (2025)
- $-2,039
- -134.2% vs 2024
- Expenses (2025)
- $44,483
- +165.3% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who WF Assets Inc funds
How this funder distributes its grants
Grant Size Distribution
3 grants across all recorded years
The most common grant size was in the $100–250K range: 1 grant of 3 (33%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How WF Assets Inc gives
- Giving grew 2147% from 2020 to 2023. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2023, annual grant giving ranged from $120K (2020) to $2.7M (2023). In 2023 it made 1 grant totaling $2.7M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Waco Foundation Waco, TX | General Support | $2,705,856 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $5,741,997 | $3,182,179 | $44,483 | — | — | $-2,039 |
| 2024 | $3,893,903 | $722,935 | $16,764 | — | — | $5,958 |
| 2023 | $126,067 | $-464,565 | $2,766,143 | $2,705,856 | 1 | $-519,973 |
| 2022 | $3,345,345 | $107,271 | $302,948 | $265,801 | 1 | $13,111 |
| 2021 | $3,731,302 | $440,459 | $262,898 | $230,710 | 1 | $230,675 |
| 2020 | $3,779,840 | $139,608 | $181,541 | $120,418 | 1 | $2,323 |
| 2019 | $3,778,033 | $1,714,158 | $794,030 | $769,789 | 1 | $-540,831 |
About WF Assets Inc
Based on IRS filings
WF Assets Inc is a public charity, based in Waco, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $5.7M in total assets.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
WF Assets Inc is led by Ashley Allison, Executive Director on every filing since 2023; none of the 13 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ashley Allison
Executive Director
On filings since 2023
0.1 hrs/week
$213K (2024) → $0 (2025)
Sherman Ayres
Chairman
Vice Chair → Chair, 2023
Chair → Chairman, 2025
On filings since 2019
0.1 hrs/week
No compensation reported
Chris McSwain
Trustee
Secretary & Treasurer → Vice Chair, 2023
Vice Chair → Trustee, 2025
On filings since 2019
0.1 hrs/week
No compensation reported
Malcolm Duncan Jr.
Trustee
Vice Chair → Chair, 2021
Chair → Trustee, 2023
On filings since 2019
0.1 hrs/week
No compensation reported
Monte Hulse
Trustee
On filings since 2019
0.1 hrs/week
No compensation reported
Aaron Zimmerman
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Kristen Mynar
Trustee
On filings since 2021
0.1 hrs/week
No compensation reported
Melli Wickliff
Trustee
On filings since 2021
0.1 hrs/week
No compensation reported
Mike Raymond
Trustee
On filings since 2021
0.1 hrs/week
No compensation reported
Dillon Meek
Trustee
On filings since 2023
0.1 hrs/week
No compensation reported
Walter Abercrombie
Trustee
New on the 2025 filing
0.1 hrs/week
No compensation reported
Soo Battle
Treasurer
Trustee → Secretary & Treasurer, 2023
Secretary & Treasurer → Treasurer, 2025
On filings since 2020
0.1 hrs/week
No compensation reported
Isabel Weeden
CFO & COO
On filings since 2024
0.1 hrs/week
No compensation reported
Former officers (13)
- Former: Mike Bidwell (2021–2024) — Trustee
- Former: Charles Williams (2023–2024) — Trustee
- Former: Valerie Holland (2024) — Director of Finance
- Former: Leslie Mitchell (2019–2023) — Director of Finance
- Former: Martha Stuhr (2021–2023) — Director of Finance
- Former: Tangela Penny (2023) — Director of Finance
- Former: Ashley Dulski (2019–2022) — Executive Director
- Former: Betty Bauer (2019–2020) — Trustee
- Former: Kris Kaiser Olson (2019–2020) — Chair
- Former: Kyle Deaver (2019–2020) — Trustee
- Former: Steve Cates (2019–2020) — Trustee
- Former: Cara Chase (2019) — Chair
- Former: Sam Allison (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $213K, to Ashley Allison (Executive Director). 2 officers or directors reported compensation on that filing.
Frequently asked questions about WF Assets Inc
How large is WF Assets Inc?
WF Assets Inc reported $5.7M in total assets on its 2025 IRS Form 990. Its revenue that year was $3.2M.
Where does WF Assets Inc operate?
WF Assets Inc has awarded grants in Texas.
What is WF Assets Inc's EIN?
WF Assets Inc's EIN (Employer Identification Number) is 74-2783048. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2019 (received by the IRS January 2, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS February 10, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS February 14, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS February 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS February 15, 2024)
- IRS filings on file for fiscal years 2019–2025
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