Nonprofit · EIN 20-3040364
WHEATON FOUNDATION
Tax-exempt · JACKSON, MS 39236
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,284,704 | $2,357,959 | -$73,255 | $153,852 | $1,145 | $152,707 |
| December 31, 2023 | 990-PF | $2,146,359 | $2,179,452 | -$33,093 | $279,618 | $681 | $278,937 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,267,751
- Dividends
- $8,783
- Interest
- $9
- Other income
- $8,161
Expenses
- Grants and similar amounts paid
- $2,320,194
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,357,959
- Excise tax on investment income
- $122
Balance sheet and other
- Total assets, start of year
- $279,618
- Total assets, end of year
- $153,852
- Total liabilities, end of year
- $1,145
- Net assets, end of year
- $152,707
- Fair market value of assets
- $123,385
- Qualifying distributions
- $2,357,959
- Net investment income
- $8,792
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-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID R WHITE 212 CALUMET, MADISON, MS 39110 | CHAIRMAN | 0 | $0 |
| RICHARD EATON 700 OLD AGENCY ROAD, RIDGELAND, MS 39157 | TREASURER | 0 | $0 |
| LYNN WHITE 212 CALUMET, MADISON, MS 39110 | VICE PRESIDENT | 0 | $0 |
| ROBIN EATON 700 OLD AGENCY ROAD, RIDGELAND, MS 39157 | VICE PRESIDENT | 0 | $0 |
| JAMES K DOUGLAS 301 KINGS COMMON, RIDGELAND, MS 39157 | PRESIDENT | 0 | $0 |
| RYAN EATON 103 CHERRY LAUREL COURT, RIDGELAND, MS 39157 | DIRECTOR | 0 | $0 |
| WILLIAM A EATON 312 GREYLING, MADISON, MS 39110 | DIRECTOR | 0 | $0 |
| JASON PEETS 107 WOODMONT COVER, RIDGELAND, MS 39157 | DIRECTOR | 0 | $0 |
| AMANDA DOUGLAS 301 KINGS COMMON, RIDGELAND, MS 39157 | DIRECTOR | 0 | $0 |
| REAGAN PEETS 301 KINGS COMMON, RIDGELAND, MS 39157 | DIRECTOR | 0 | $0 |
| AMANDA EATON 103 CHERRY LAUREL COURT, RIDGELAND, MS 39157 | DIRECTOR | 0 | $0 |
| LILY L EATON 312 GRAYLING BLVD, MADISON, MS 39110 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID R WHITE 212 CALUMET, MADISON, MS 39110 | Chairman | 0 | $0 |
| RICHARD EATON 700 Old Agency Road, RIDGELAND, MS 39157 | Treasurer | 0 | $0 |
| LYNN WHITE 212 CALUMET, MADISON, MS 39100 | Vice President | 0 | $0 |
| ROBIN EATON 700 Old Agency Road, RIDGELAND, MS 39157 | Vice President | 0 | $0 |
| JAMES K DOUGLAS 301 KINGS COMMON, Ridgeland, MS 39157 | President | 0 | $0 |
| RYAN EATON 103 CHERRY LAUREL COURT, RIDGELAND, MS 39157 | Director | 0 | $0 |
| WILLIAM A EATON 312 GREYLING, MADISON, MS 39110 | Director | 0 | $0 |
| JASON PEETS 107 WOODMONT COVE, RIDGELAND, MS 39157 | Director | 0 | $0 |
| AMANDA DOUGLAS 301 KINGS COMMON, RIDGELAND, MS 39157 | Director | 0 | $0 |
| REAGAN PEETS 107 WOODMONT COVE, RIDGELAND, MS 39157 | Director | 0 | $0 |
| AMANDA EATON 103 CHERRY LAUREL COURT, RIDGELAND, MS 39157 | Director | 0 | $0 |
| LILY L EATON 312 GRAYLING BLVD, MADISON, MS 39110 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 14067, JACKSON, MS 39236-4067
- In care of
- % RICHARD L EATON
- Signed the 990-PF
- GRANT GARDNER, CFO
- Phone
- (601) 956-2028
- Return prepared by
- CRI ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-3040364
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $153,852
- Income (IRS master file)
- $2,284,704
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,284,704 | $2,357,959 | $153,852 | IRS |
| 990-PF | December 2023 | $2,146,359 | $2,179,452 | $279,618 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 20-3040364).
Questions about WHEATON FOUNDATION
- What is the EIN of WHEATON FOUNDATION?
- The employer identification number (EIN) of WHEATON FOUNDATION is 20-3040364.
- Is WHEATON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to WHEATON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does WHEATON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WHEATON 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 WHEATON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of WHEATON FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does WHEATON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,284,704, expenses of $2,357,959 and total assets of $153,852 at year end.
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All nonprofits in JACKSON · Mississippi · Philanthropy, voluntarism and grantmaking foundations