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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 54-1807995

WHARTON MEMORIAL FOUNDATION

Tax-exempt · BEDFORD, VA 24523

Financials

$12K$11K2023$5K$16K2024
Revenue Expenses · by fiscal year end
Financials of WHARTON MEMORIAL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$4,787$15,648-$10,861$198,292$2,260$196,032
December 31, 2023990$12,305$11,241$1,064$209,153$2,260$206,893
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$21,569
of which government grants
$3,000
Program service revenue
$0
Investment income
$0
Net rental income
-$21,731
Net income from fundraising events
$4,329
Other revenue
-$16,782

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$50
Accounting fees
$995
Program services (functional)
$11,737
Management and general (functional)
$2,346
Fundraising (functional)
$1,565

Balance sheet and other

Total assets, start of year
$209,153
Total assets, end of year
$198,292
Total liabilities, end of year
$2,260
Net assets, end of year
$196,032
Land, buildings and equipment
$105,764
Net assets without donor restrictions
$196,032
Gross unrelated business income
-$21,731
Gross receipts
$66,136
Employees
0
Volunteers
0
Year formed
1996
State of legal domicile
VA

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.

NameTitleHours / weekCompensation
EMILIE TEMELESDIRECTOR
Trustee or director
2$0
FRED DUISPRESIDENT
Trustee or director, Officer
2$0
SHEARER RUMSEYDIRECTOR
Trustee or director
2$0
ROBIN WOODTREASURER
Trustee or director, Officer
2$0
LIBBY BERRYDIRECTOR
Trustee or director
2$0
KATHY GRAHAMSECRETARY
Trustee or director, Officer
2$0
SUSAN DIXONVICE-PRESIDENT
Trustee or director, Officer
2$0
JENNY NOVALISDIRECTOR
Trustee or director
2$0
JEANETTE COLEDIRECTOR
Trustee or director
2$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
EMILIE TEMELESDIRECTOR
Trustee or director
2$0
FRED DUISPRESIDENT
Trustee or director, Officer
2$0
SHEARER RUMSEYDIRECTOR
Trustee or director
2$0
ROBIN WOODTREASURER
Trustee or director, Officer
2$0
ELIZABETH BERRYDIRECTOR
Trustee or director
2$0
KATHY GRAHAMSECRETARY
Trustee or director, Officer
2$0
SUSAN DIXONVICE-PRESIDENT
Trustee or director, Officer
2$0
JENNY NOVALISDIRECTOR
Trustee or director
2$0
JEANETTE COLEDIRECTOR
Trustee or director
2$0

Address and contacts

Address (IRS master file)
PO BOX 713, BEDFORD, VA 24523-0713
In care of
% FRED DUIS
Principal officer (990 for 2024)
ROBIN WOOD, PO BOX 713, BEDFORD, VA 24523
Signed the 990
ROBIN WOOD, TREASURER
Phone
(540) 586-3245
Return prepared by
DAVIDSON DOYLE & HILTON LLP

Mission

TO HONOR AND CONTINUE THE GARDENING LEGACIES OF MRS. LOUISE BIBB WHARTON AND MRS. ELOISE GREGORY, TO ENCOURAGE INTEREST IN HORTICULTURE THROUGH THE CREATION AND MAINTENANCE OF PUBLIC GARDENS, AND TO PROMOTE THE DEVELOPMENT OF NORTH BRIDGE STREET IN THE TOWN OF BEDFORD AS A CULTURAL AND HISTORIC AREA THROUGH OUR GARDENING, OUR RESTORATION OF AN HISTORIC STRUCTURE BUILT BY JOHN WHARTON, AND OUR SUPPORT OF THE PROGRAMS OF THE BEDFORD CENTRAL LIBRARY, THE BEDFORD HISTORIC SOCIETY AND OTHER NEIGHBORING INSTITUTIONS.

990 for the year ended December 31, 2024

Program accomplishments

  • TO ENCOURAGE INTEREST IN HORTICULTURE THROUGH THE CREATION AND MAINTENANCE OF PUBLIC GARDENS, AND TO PROMOTE THE DEVELOPMENT OF NORTH BRIDGE STREET IN THE TOWN OF BEDFORD AS A CULTURAL AND HISTORIC AREA THROUGH OUR GARDENING, OUR RESTORATION OF AN HISTORIC STRUCTURE BUILT BY JOHN WHARTON, AND OUR SUPPORT OF THE PROGRAMS OF THE BEDFORD CENTRAL LIBRARY, THE BEDFORD HISTORIC SOCIETY AND OTHER NEIGHBORING INSTITUTIONS.
    Expenses $11,737

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

File the 2025 990-EZ for WHARTON MEMORIAL FOUNDATION

Due May 15, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
54-1807995
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1996
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Environment (C41)
Assets (IRS master file)
$198,292
Income (IRS master file)
$66,136

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$4,787$15,648$198,292XML
990-TDecember 2024–––IRS
990December 2023$12,305$11,241$209,153XML
990-TDecember 2023–––IRS
990December 2022$4,289$9,178$208,089IRS
990-TDecember 2022–––IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 2020–––IRS
990December 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 54-1807995).

Questions about WHARTON MEMORIAL FOUNDATION

What is the EIN of WHARTON MEMORIAL FOUNDATION?
The employer identification number (EIN) of WHARTON MEMORIAL FOUNDATION is 54-1807995.
Is WHARTON MEMORIAL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to WHARTON MEMORIAL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does WHARTON MEMORIAL 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 WHARTON MEMORIAL 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 WHARTON MEMORIAL 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 WHARTON MEMORIAL FOUNDATION?
The 990 for the year ended December 31, 2024 names ROBIN WOOD.
Who are the officers and directors of WHARTON MEMORIAL FOUNDATION?
The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
How much revenue does WHARTON MEMORIAL FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $4,787, expenses of $15,648 and total assets of $198,292 at year end.

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