William E English Foundation

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Rental of office space at below market rates to non-profit organizations serving the community; rental income covers approx. 80% of operating costs; 20% from endowment.

Form 990 Part I, line 1, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 35-0929970) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
95¢ of each $1 spent went to programs.
Run by 9 volunteers and 3 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $103K a year · 10% of revenue · last 5 filings
A surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
95%
of spending
95% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$18K
to officers and key staff · 2% of spending
Pay to officers and key staff is 2% of spending.
Part VII, Section A
8.8 mo
of spending, in cash
Plus $4.8M in investments, Pt X · Ln 11–13
8.8 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$97K
1% of total assets
Liabilities are 1% of assets.
Pt X · Ln 26
Independent board members
9
of 9 voting members
9 of 9 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$1.1M
+22% vs prior year
Spent
$959K
To programs
95%
Net assets
$6.9M
By yearFY2020–FY2024
Revenue
$1.1M
FY2024▲ +22%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.0M
FY2021$1.0M
FY2022$874K
FY2023$938K
FY2024$1.1M
Expenses
$959K
FY2024▲ +18%
Tap a bar for its year
Expenses by fiscal year
FY2020$927K
FY2021$1.0M
FY2022$782K
FY2023$815K
FY2024$959K
Net assets
$6.9M
FY2024▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2020$5.8M
FY2021$6.6M
FY2022$6.0M
FY2023$6.5M
FY2024$6.9M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 1963.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

95 cents of each dollar spent went to programs.

Program services 95% · $907K Management & general 5% · $52K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990; $18K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
$12,806Pt VII · Sec A
$5,098Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice-President
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Lorenzo Esters’s $13K as President is at the 1st percentile of top reported officer pay among 2036 $1–10M housing nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Brian Payne—$12,977$11,725$11,406$11,122
Lorenzo Esters$12,806$5,294———
Jennifer Bartenbach—$10,168$9,480$6,618$5,881
Brenda Delaney—$5,543$6,273$5,769$5,497
Erin Tanner$5,098————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See William E English Foundation executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides affordable office space to community-serving nonprofits.

Questions for William E English Foundation

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1 program · $907K · in their own filed words · FY2024
01

The william e. English foundation rents office space to non-profit organizations at below market rates. The foundation serves 14 different non-profit organizations which employ approximately 265 individuals.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 35-0929970) · Dispute this line
$907Kprogram expense

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.1M
Ln 12
Fees for servicesLn 2g$763K
Other incomeLn 4–11$295K
Investment incomeLn 3$88K
Money outPt IX
$959K
Ln 25
Programscol B$907K
Managementcol C$52K
Owns and owesPt X
$6.9M
net assets · Ln 32
Cash and savingsLn 1–2$706K
Total assetsLn 16$7.0M
LiabilitiesLn 26$97K
PeoplePt VI, VII
11
listed · VII A
PaidVII A2
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$763K
Investment incomeLn 3$88K
Other incomeLn 4–11$295K
Gains on assetsLn 7$295K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
SavingsLn 2$706K
Cash and savings togetherLn 1–2$706K
Accounts receivableLn 4$3K
Land, buildings, equipmentLn 10c$1.5M
InvestmentsLn 11–13$4.8M
Total assetsLn 16$7.0M
LiabilitiesLn 26$97K
Net assetsLn 32$6.9M
OperationsPt I, VI
EmployeesI 53
VolunteersI 69
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$13K
Share of the $4.8M endowmentSch D 1g0.27%
Typical, median of 2,202 orgs0.44%
EndowmentSch D · Pt V
LineFY24FY23FY22FY21FY20
End of yearLn 1g$4.8M$4.5M$4.2M$5.1M$4.3M
SpentLn 1d–1f$222K$210K$247K$213K$193K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$635K$706K
InvestmentsLn 11–13$4.7M$4.8M
Land, buildings, equipmentLn 10c$1.4M$1.5M
Total assetsLn 16$6.7M$7.0M
LiabilitiesLn 26$191K$97K
Net assetsLn 32$6.5M$6.9M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0$0
Grants to domestic individualsLn 2$0$0
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of officers and key staff (Part IX, line 5)Ln 5$21K$21K$0$0
Other salaries and wagesLn 7$169K$169K
Pension plan contributionsLn 8$25K$25K
Other employee benefitsLn 9$34K$34K
Payroll taxesLn 10$14K$14K
Accounting feesLn 11c$9K$9K
Investment management feesLn 11f$13K$8K$5K
Other fees for servicesLn 11g$0$0$0$0
Office expensesLn 13$2K$2K
Information technologyLn 14$10K$10K
OccupancyLn 16$400K$400K
TravelLn 17$382$382
Depreciation, depletion and amortizationLn 22$213K$213K
InsuranceLn 23$38K$23K$14K
Other expenses (24a–d)Ln 24$14K$14K
All other expensesLn 24e$0$0$0$0
Total functional expensesLn 25$959K$907K$52K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest ViewingFiled with the IRS Nov 13, 2025 $1.1M$959K$187K$6.9M 990 PDF
FY2023Filed with the IRS Oct 3, 2024 $938K$815K$124K$6.5M 990 PDF
FY2022Filed with the IRS Aug 22, 2023 $874K$782K$91K$6.0M 990 PDF
FY2021Filed with the IRS Sep 23, 2022 $1.0M$1.0M$31K$6.6M 990 PDF
FY2020Filed with the IRS Nov 15, 2021 $1.0M$927K$84K$5.8M 990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants O · Explanations
See the full FY2024 990
Part I · Summary $1,145,846 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $769,190$762,860
I-10 Investment incomePrior year $164,724$382,986
I-11 Other revenuePrior year $4,532$0
I-12 Total revenuePrior year $938,446$1,145,846
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $168,919$261,353
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $645,590$697,268
I-18 Total expensesPrior year $814,509$958,621
I-19 Revenue less expensesPrior year $123,937$187,225
Part VI · Governance 9 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,145,846 across 5 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $683,232 · Unrelated business $79,628$762,860
VIII-3 Investment incomeExcluded from tax $88,377$88,377
VIII-7 Net gain or loss on sales of assetsExcluded from tax $294,609$294,609
VIII-12 Total revenueRelated to mission $683,232 · Unrelated business $79,628 · Excluded from tax $382,986$1,145,846
Part IX · Statement of functional expenses $958,621 across 20 lines filed
IX-1 Grants to domestic organizationsPrograms $0$0
IX-2 Grants to domestic individualsPrograms $0$0
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $20,732 · Management $0 · Fundraising $0$20,732
IX-7 Other salaries and wagesPrograms $168,632$168,632
IX-8 Pension plan contributionsPrograms $24,843$24,843
IX-9 Other employee benefitsPrograms $33,635$33,635
IX-10 Payroll taxesPrograms $13,511$13,511
IX-11c Accounting feesManagement $9,161$9,161
IX-11f Investment management feesPrograms $7,855 · Management $4,814$12,669
IX-11g Other fees for servicesPrograms $0 · Management $0 · Fundraising $0$0
IX-13 Office expensesPrograms $1,500$1,500
IX-14 Information technologyManagement $10,150$10,150
IX-16 OccupancyPrograms $399,628$399,628
IX-17 TravelPrograms $382$382
IX-22 Depreciation, depletion and amortizationPrograms $212,623$212,623
IX-23 InsurancePrograms $23,250 · Management $14,250$37,500
IX-24 Other expenses (24a–d)Management $13,655$13,655
IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$0
IX-25 Total functional expensesPrograms $906,591 · Management $52,030 · Fundraising $0$958,621
Part X · Balance sheet $6,994,153 assets, 17 lines filed
X-2 Savings and temporary cash investmentsStart of year $635,060$706,490
X-4 Accounts receivableStart of year $3,960$3,496
X-5 Loans to officers and key peopleStart of year $0$0
X-6 Loans to other insidersStart of year $0$0
X-10c Land, buildings and equipment, netStart of year $1,402,410$1,507,912
X-11 Publicly traded securitiesStart of year $3,110,862$3,255,508
X-12 Other securitiesStart of year $1,563,452$1,520,747
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $6,715,744$6,994,153
X-17 Accounts payable and accrued expensesStart of year $190,793$96,817
X-22 Loans from officers and insidersStart of year $0$0
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $190,793$96,817
X-27 Net assets without donor restrictionsStart of year $3,365,313$3,474,304
X-28 Net assets with donor restrictionsStart of year $3,159,638$3,423,032
X-32 Total net assets or fund balancesStart of year $6,524,951$6,897,336
X-33 Total liabilities and net assetsStart of year $6,715,744$6,994,153
Part XI · Reconciliation of net assets $6,897,336 net assets at year end
XI-1 Total revenue$1,145,846
XI-2 Total expenses$958,621
XI-3 Revenue less expenses$187,225
XI-4 Net assets at start of year$6,524,951
XI-5 Net unrealized gains (losses) on investments$149,067
XI-9 Other changes in net assets$36,093
XI-10 Net assets at end of year$6,897,336

Form 990 e-file FY2024 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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