Nonprofit · EIN 57-1066228
TENA & FRED OATES FOUNDATION INC
Tax-exempt · SPARTANBURG, SC 29302
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $52,210 | $15,745 | $36,465 | $1,153,996 | $0 | $1,153,996 |
| December 31, 2024 | 990 | $31,843 | $15,200 | $16,643 | $1,015,452 | $0 | $1,015,452 |
| December 31, 2023 | 990 | $14,144 | $38,085 | -$23,941 | $916,177 | $0 | $916,177 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $52,210
- Net gain from sales of assets
- $28,692
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Management and general (functional)
- $15,745
Balance sheet and other
- Total assets, start of year
- $1,015,452
- Total assets, end of year
- $1,153,996
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,153,996
- Publicly traded securities
- $1,153,996
- Net assets with donor restrictions
- $1,153,996
- Gross receipts
- $52,210
- Employees
- 0
- Volunteers
- 3
- Year formed
- 1998
- State of legal domicile
- SC
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TROY HANNA | SECRETARY Trustee or director, Officer | 1 | $0 | $220,945 | $41,922 |
| IRENE O HOWELL | CHAIRWOMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KATE O DARGAN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| THEODORE W GAGE JR | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TROY HANNA | SECRETARY Trustee or director, Officer | 1 | $200,053 | $44,976 |
| IRENE O HOWELL | CHAIRWOMAN Trustee or director, Officer | 1 | $0 | $0 |
| KATE O DARGAN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| THEODORE W GAGE JR | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TROY HANNA | SECRETARY Trustee or director, Officer | 1 | $0 | $208,811 | $24,948 |
| IRENE O HOWELL | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KATE O DARGAN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| THEODORE W GAGE JR | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 424 E KENNEDY ST, SPARTANBURG, SC 29302-1916
- In care of
- % FRED B OATES
- Principal officer (990 for 2025)
- Theodore W Gage Jr, 424 E Kennedy Street, Spartanburg, SC 29302
- Signed the 990
- Theodore W Gage Jr, VICE PRESIDENT
- Phone
- (864) 582-0138
- Return prepared by
- Forvis Mazars LLP
Mission
Charitable and philanthropic endeavors in support of and in conjunction with the Spartanburg county foundation.
Program accomplishments
- Grants to support philanthropic endeavors in spartanburg county in support of the spartanburg county foundation.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 57-1066228
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30Z)
- Assets (IRS master file)
- $1,153,996
- Income (IRS master file)
- $52,210
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $52,210 | $15,745 | $1,153,996 | IRS |
| 990 | December 2024 | $31,843 | $15,200 | $1,015,452 | XML |
| 990 | December 2023 | $14,144 | $38,085 | $916,177 | XML |
| 990 | December 2022 | $12,893 | $13,486 | $858,726 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 57-1066228).
Questions about TENA & FRED OATES FOUNDATION INC
- What is the EIN of TENA & FRED OATES FOUNDATION INC?
- The employer identification number (EIN) of TENA & FRED OATES FOUNDATION INC is 57-1066228.
- Is TENA & FRED OATES FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to TENA & FRED OATES FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does TENA & FRED OATES FOUNDATION INC 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 TENA & FRED OATES FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TENA & FRED OATES FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of TENA & FRED OATES FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names Theodore W Gage Jr.
- Who are the officers and directors of TENA & FRED OATES FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does TENA & FRED OATES FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $52,210, expenses of $15,745 and total assets of $1,153,996 at year end.
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All nonprofits in SPARTANBURG · South Carolina · Philanthropy, voluntarism and grantmaking foundations