Nonprofit · EIN 20-1266441
WILDACRES RETREAT FOUNDATION
Tax-exempt · CHARLOTTE, NC 28234
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $627,502 | $411,734 | $215,768 | $5,358,705 | $0 | $5,358,705 |
| December 31, 2023 | 990 | $438,407 | $273,836 | $164,571 | $5,142,937 | $0 | $5,142,937 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $48,011
- Program service revenue
- $0
- Investment income
- $579,491
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $411,734
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $411,734
Balance sheet and other
- Total assets, start of year
- $5,142,937
- Total assets, end of year
- $5,358,705
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,358,705
- Net assets without donor restrictions
- $4,803,115
- Net assets with donor restrictions
- $555,590
- Gross receipts
- $627,502
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2007
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Philip Blumenthal | Chairman Officer | 0 | $0 |
| Donna Chavis | President Officer | 0 | $0 |
| Barton Landress | Treasurer Officer | 0 | $0 |
| Peggy Gartner | Secretary Officer | 0 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Philip Blumenthal | Chairman Officer | 0 | $0 |
| Donna Chavis | President Officer | 0 | $0 |
| Barton Landress | Treasurer Officer | 0 | $0 |
| Peggy Gartner | Secretary Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 34689, CHARLOTTE, NC 28234-4689
- In care of
- % PHILIP BLUMENTHAL
- Principal officer (990 for 2024)
- Philip Blumenthal, PO BOX 34689, CHARLOTTE, NC 282344689
- Signed the 990
- Carmen Miller, Financial Analyst
- Phone
- (757) 478-7497
Mission
To perform the endowment functions of and to assist in carrying out the purposes of Wildacres Retreat Inc. and its constituent charitable programs of operating Wildacres Retreat Conference Center at Little Switzerland NC and the Wildacres Leadership Initiative and William C. Friday Fellowships.
Program accomplishments
- Grant related endowment functionExpenses $411,734 · grants $411,734
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-1266441
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T113)
- Assets (IRS master file)
- $5,358,705
- Income (IRS master file)
- $627,502
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $627,502 | $411,734 | $5,358,705 | XML |
| 990 | December 2023 | $438,407 | $273,836 | $5,142,937 | XML |
| 990 | December 2022 | -$939,065 | $233,873 | $4,873,531 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1266441).
Questions about WILDACRES RETREAT FOUNDATION
- What is the EIN of WILDACRES RETREAT FOUNDATION?
- The employer identification number (EIN) of WILDACRES RETREAT FOUNDATION is 20-1266441.
- Is WILDACRES RETREAT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to WILDACRES RETREAT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does WILDACRES RETREAT FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WILDACRES RETREAT FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILDACRES RETREAT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WILDACRES RETREAT FOUNDATION?
- The 990 for the year ended December 31, 2024 names Philip Blumenthal.
- Who are the officers and directors of WILDACRES RETREAT FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does WILDACRES RETREAT FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $627,502, expenses of $411,734 and total assets of $5,358,705 at year end.
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