Nonprofit · EIN 20-1681977
WHARTON CHARITABLE FUND INC
Tax-exempt · MEMPHIS, TN 38104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $15,928 | $31,420 | -$15,492 | $109,168 | $3,389 | $105,779 |
| June 30, 2024 | 990 | $20,111 | $14,377 | $5,734 | $124,662 | $3,390 | $121,272 |
| June 30, 2023 | 990 | $12,040 | $15,627 | -$3,587 | $118,928 | $3,390 | $115,538 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $15,928
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $31,420
Balance sheet and other
- Total assets, start of year
- $124,662
- Total assets, end of year
- $109,168
- Total liabilities, end of year
- $3,389
- Net assets, end of year
- $105,779
- Net assets without donor restrictions
- $105,779
- Gross receipts
- $15,928
- Employees
- 0
- Volunteers
- 5
- Year formed
- 2004
- State of legal domicile
- TN
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| A C WHARTON JR | DIRECTOR Trustee or director | 5 | $0 |
| ANDRE C WHARTON | DIR./VICE CHAR Trustee or director | 5 | $0 |
| RUBY WHARTON | DIR./CHAIRMAN Trustee or director | 5 | $0 |
| MONICA N WHARTON | DIR./SEC./TREAS. Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| A C WHARTON JR | DIRECTOR Trustee or director | 5 | $0 |
| ANDRE C WHARTON | DIR./VICE CHAR Trustee or director | 5 | $0 |
| RUBY WHARTON | DIR./CHAIRMAN Trustee or director | 5 | $0 |
| MONICA N WHARTON | DIR./SEC./TREAS. Trustee or director | 5 | $0 |
990 for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| A C WHARTON JR | DIRECTOR Trustee or director | 5 | $0 |
| ANDRE C WHARTON | DIR./VICE CHAR Trustee or director | 5 | $0 |
| RUBY WHARTON | DIR./CHAIRMAN Trustee or director | 5 | $0 |
| MONICA N WHARTON | DIR./SEC./TREAS. Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 1450 POPLAR AVE, MEMPHIS, TN 38104-2901
- In care of
- % MONICA N WHARTON
- Mailing address (990-N for 2022)
- 1450 Poplar Avenue, Memphis TN 38104
- Principal officer (990 for 2024)
- Ruby Wharton, 1450 Poplar Ave, Memphis, TN 38104
- Principal officer (990-N for 2022)
- AC Wharton Jr, 1450 Poplar, Memphis TN 38104
- Signed the 990
- Ruby Wharton, Chairman
- Phone
- (901) 274-6702
- Return prepared by
- BANKS FINLEY WHITE & CO
Mission
ECONOMIC AND EDUCATION ASSISTANCE
Program accomplishments
- TO PROVIDE ECONOMIC ASSISTANCE AND EDUCATION TO THE POOR AND UNDER-PRIVILEDGED IN THE GREATER MEMPHIS COMMUNITY WITH PARTICULAR FOCUS ON THE YOUTH OF THE CITY.Expenses $31,420 · revenue $15,928
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-1681977
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2005
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Education (B12)
- Assets (IRS master file)
- $109,168
- Income (IRS master file)
- $15,928
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $15,928 | $31,420 | $109,168 | IRS |
| 990 | June 2024 | $20,111 | $14,377 | $124,662 | XML |
| 990-N for 2022 Officer: AC Wharton Jr | June 30, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | June 2023 | $12,040 | $15,627 | $118,928 | XML |
| 990 | June 2022 | $12,151 | $18,642 | $122,515 | 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 20-1681977).
Questions about WHARTON CHARITABLE FUND INC
- What is the EIN of WHARTON CHARITABLE FUND INC?
- The employer identification number (EIN) of WHARTON CHARITABLE FUND INC is 20-1681977.
- Is WHARTON CHARITABLE FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to WHARTON CHARITABLE FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WHARTON CHARITABLE FUND INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of WHARTON CHARITABLE FUND INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WHARTON CHARITABLE FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WHARTON CHARITABLE FUND INC?
- The 990 for the year ended June 30, 2025 names Ruby Wharton.
- Who are the officers and directors of WHARTON CHARITABLE FUND INC?
- The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does WHARTON CHARITABLE FUND INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $15,928, expenses of $31,420 and total assets of $109,168 at year end.
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