Nonprofit · EIN 56-1847923
THE J E AND MILDRED WAGGONER FND INC
Tax-exempt · GASTONIA, NC 28054
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990-PF | $50,464 | $70,909 | -$20,445 | $951,282 | $0 | $951,282 |
| March 31, 2024 | 990-PF | -$2,500 | $60,189 | -$62,689 | $971,727 | $0 | $971,727 |
| March 31, 2023 | 990-PF | $10,029 | $62,807 | -$52,778 | $1,034,416 | $0 | $1,034,416 |
Financial details: 990-PF for the year ended March 31, 2025
Revenue
- Dividends
- $28,419
- Net gain from sales of assets
- $22,045
Expenses
- Grants and similar amounts paid
- $58,400
- Disbursements for charitable purposes
- $58,400
- Excise tax on investment income
- $249
Balance sheet and other
- Total assets, start of year
- $971,727
- Total assets, end of year
- $951,282
- Total liabilities, end of year
- $0
- Net assets, end of year
- $951,282
- Fair market value of assets
- $1,017,948
- Qualifying distributions
- $58,400
- Net investment income
- $28,419
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOYCE W FORMAN 205 DUNLAP LOOP, STATESVILLE, NC 28625 | VICE-PRESIDE | 0 | $0 |
| DOROTHY W HAGER 3417 COUNTRY CLUB DRIVE, GASTONIA, NC 28056 | SECRETARY | 0 | $0 |
| JACQUELINE W DARKEN 116 MUIR LANE, CHAPEL HILL, NC 27514 | VICE-PRESIDE | 0 | $0 |
| RUTH J WAGGONER 2341 ROBINWOOD ROAD, GASTONIA, NC 28054 | PRESIDENT/TR | 0 | $0 |
990-PF for the year ended March 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOYCE W FORMAN 205 DUNLAP LOOP, STATESVILLE, NC 28625 | VICE-PRESIDE | 0 | $0 |
| DOROTHY W HAGER 3417 COUNTRY CLUB DRIVE, GASTONIA, NC 28056 | SECRETARY | 0 | $0 |
| JACQUELINE W DARKEN 116 MUIR LANE, CHAPEL HILL, NC 27514 | VICE-PRESIDE | 0 | $0 |
| RUTH J WAGGONER 2341 ROBINWOOD ROAD, GASTONIA, NC 28054 | PRESIDENT/TR | 0 | $0 |
990-PF for the year ended March 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOYCE W FORMAN 205 DUNLAP LOOP, STATESVILLE, NC 28625 | VICE-PRESIDE | 0 | $0 |
| DOROTHY W HAGER 3417 COUNTRY CLUB DRIVE, GASTONIA, NC 28056 | SECRETARY | 0 | $0 |
| JACQUELINE W DARKEN 116 MUIR LANE, CHAPEL HILL, NC 27514 | VICE-PRESIDE | 0 | $0 |
| RUTH J WAGGONER 2341 ROBINWOOD ROAD, GASTONIA, NC 28054 | PRESIDENT/TR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2341 ROBINWOOD RD, GASTONIA, NC 28054-5876
- Signed the 990-PF
- RUTH J WAGGONER, PRESIDENT/TREASURER
- Phone
- (704) 864-7633
- Return prepared by
- MOOSE MARTIN HAYNES & LUNDY PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 56-1847923
- 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
- 1994
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $951,282
- Income (IRS master file)
- $284,763
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2025 | $50,464 | $70,909 | $951,282 | XML |
| 990-PF | March 2024 | -$2,500 | $60,189 | $971,727 | XML |
| 990-PF | March 2023 | $10,029 | $62,807 | $1,034,416 | XML |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | 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 56-1847923).
Questions about THE J E AND MILDRED WAGGONER FND INC
- What is the EIN of THE J E AND MILDRED WAGGONER FND INC?
- The employer identification number (EIN) of THE J E AND MILDRED WAGGONER FND INC is 56-1847923.
- Is THE J E AND MILDRED WAGGONER FND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to THE J E AND MILDRED WAGGONER FND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE J E AND MILDRED WAGGONER FND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE J E AND MILDRED WAGGONER FND INC due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE J E AND MILDRED WAGGONER FND INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2025.
- Who are the officers and directors of THE J E AND MILDRED WAGGONER FND INC?
- The 990-PF for the year ended March 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does THE J E AND MILDRED WAGGONER FND INC have?
- On its 990-PF for the year ended March 31, 2025 it reported revenue of $50,464, expenses of $70,909 and total assets of $951,282 at year end.
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