Nonprofit · EIN 36-6130748
WHARTON FOUNDATION INC
Tax-exempt · FLAGSTAFF, AZ 86005
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $203,074 | $239,339 | -$36,265 | $2,793,470 | $0 | $2,793,470 |
| June 30, 2024 | 990-PF | $192,794 | $243,376 | -$50,582 | $2,829,735 | $0 | $2,829,735 |
| June 30, 2023 | 990-PF | $116,720 | $240,702 | -$123,982 | $2,880,317 | $0 | $2,880,317 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $94,351
- Interest
- $187
- Net gain from sales of assets
- $108,536
Expenses
- Grants and similar amounts paid
- $89,325
- Compensation of officers, directors and key employees
- $81,600
- Disbursements for charitable purposes
- $174,690
- Excise tax on investment income
- $1,924
Balance sheet and other
- Total assets, start of year
- $2,829,735
- Total assets, end of year
- $2,793,470
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,793,470
- Fair market value of assets
- $4,244,289
- Qualifying distributions
- $174,690
- Net investment income
- $203,074
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT PETTITT 1374 W LIL BEN TRAIL, FLAGSTAFF, AZ 86005 | President | 30 | $81,600 |
| JEAN W PETTITT 1001 ARBOLADO RD, SANTA BARBARA, CA 93103 | Vice President | 5 | $0 |
| JEFF EDWARDS 2201 E CAMELBACK RD STE 227B, PHOENIX, AZ 85016 | Treasurer | 5 | $0 |
| DEANDRA PETERSON 15621 53RD PL W, EDMUNDS, WA 98026 | Secretary | 3 | $0 |
| KERRY BLUME 1374 W LIL BEN TRAIL, FLAGSTAFF, AZ 86005 | Director | 2 | $0 |
| WILLIAM PETTITT 1403 S OWYHEE, BOISE, ID 83705 | Director | 2 | $0 |
| GORDON PETERSON 1374 W LIL BEN TRAIL, FLAGSTAFF, AZ 86005 | Director | 2 | $0 |
| ALANNA BARNETT 1374 W LIL BEN TRAIL, FLAGSTAFF, AZ 86005 | Director | 2 | $0 |
990-PF for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT PETTITT 1374 W LIL BEN TRAIL, FLAGSTAFF, AZ 86005 | President | 30 | $78,500 |
| JEAN W PETTITT 1001 ARBOLADO RD, SANTA BARBARA, CA 93103 | Vice President | 5 | $0 |
| JEFF EDWARDS 2201 E CAMELBACK RD STE 227B, PHOENIX, AZ 85016 | Treasurer | 5 | $0 |
| DEANDRA PETERSON 15621 53RD PL W, EDMUNDS, WA 98026 | Secretary | 3 | $0 |
| KERRY BLUME 1374 W LIL BEN TRAIL, FLAGSTAFF, AZ 86005 | Director | 2 | $0 |
| WILLIAM PETTITT 1403 S OWYHEE, BOISE, ID 83705 | Director | 2 | $0 |
| GORDON PETERSON 1374 W LIL BEN TRAIL, FLAGSTAFF, AZ 86005 | Director | 2 | $0 |
| ALANNA BARNETT 1374 W LIL BEN TRAIL, FLAGSTAFF, AZ 86005 | Director | 2 | $0 |
990-PF for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT PETTITT 1374 W LIL BEN TRAIL, FLAGSTAFF, AZ 86005 | President | 30 | $74,500 |
| JEAN W PETTITT 1001 ARBOLADO RD, SANTA BARBARA, CA 93103 | Vice President | 5 | $0 |
| JEFF EDWARDS 2201 E CAMELBACK RD STE 227B, PHOENIX, AZ 85016 | Treasurer | 5 | $0 |
| DEANDRA PETERSON 15621 53RD PL W, EDMUNDS, WA 98026 | Secretary | 3 | $0 |
| KERRY BLUME 1374 W LIL BEN TRAIL, FLAGSTAFF, AZ 86005 | Director | 2 | $0 |
| WILLIAM PETTITT 1403 S OWYHEE, BOISE, ID 83705 | Director | 2 | $0 |
| GORDON PETERSON 1374 W LIL BEN TRAIL, FLAGSTAFF, AZ 86005 | Director | 2 | $0 |
| ALANNA BARNETT 1374 W LIL BEN TRAIL, FLAGSTAFF, AZ 86005 | Director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1374 W LIL BEN TRL, FLAGSTAFF, AZ 86005-6999
- In care of
- % SCOTT PETTITT
- Signed the 990-PF
- SCOTT PETTITT, President
- Phone
- (928) 793-9837
- Return prepared by
- HAYNIE & COMPANY
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-6130748
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1957
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,793,470
- Income (IRS master file)
- $569,515
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $203,074 | $239,339 | $2,793,470 | IRS |
| 990-PF | June 2024 | $192,794 | $243,376 | $2,829,735 | IRS |
| 990-PF | June 2023 | $116,720 | $240,702 | $2,880,317 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | 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 36-6130748).
Questions about WHARTON FOUNDATION INC
- What is the EIN of WHARTON FOUNDATION INC?
- The employer identification number (EIN) of WHARTON FOUNDATION INC is 36-6130748.
- Is WHARTON FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
- Are donations to WHARTON FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WHARTON FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WHARTON FOUNDATION 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 FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of WHARTON FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 8 people; 1 received compensation from the organization, the highest $81,600 (SCOTT PETTITT, President).
- How much revenue does WHARTON FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $203,074, expenses of $239,339 and total assets of $2,793,470 at year end.
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