Nonprofit · EIN 58-6034766
WALTON COUNTY FOUNDATION INC
Tax-exempt · MONROE, GA 30655
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $956,658 | $575,767 | $380,891 | $6,734,247 | $0 | $6,734,247 |
| September 30, 2024 | 990-PF | $3,470,019 | $539,708 | $2,930,311 | $6,439,980 | $0 | $6,439,980 |
| September 30, 2023 | 990-PF | $265,624 | $488,725 | -$223,101 | $3,505,076 | $0 | $3,505,076 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $626,000
- Dividends
- $267,905
- Net gain from sales of assets
- $62,008
- Other income
- $745
Expenses
- Grants and similar amounts paid
- $496,217
- Excise tax on investment income
- $3,490
Balance sheet and other
- Total assets, start of year
- $6,439,980
- Total assets, end of year
- $6,734,247
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,734,247
- Fair market value of assets
- $9,172,411
- Net investment income
- $330,658
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY L REINAGEL Jr PO BOX 945, MONROE, GA 30655 | TRUSTEE | 0.5 | $0 |
| LEE GARRETT PO BOX 945, MONROE, GA 30655 | CHAIRMAN | 2 | $0 |
| RANDOLPH CAMP PO BOX 945, MONROE, GA 30655 | TRUSTEE | 0.5 | $0 |
| PATRICIA PRESTON PO BOX 945, MONROE, GA 30655 | TRUSTEE | 0.5 | $0 |
| DAN CURRY PO BOX 945, MONROE, GA 30655 | TRUSTEE | 0.5 | $0 |
| MEREDITH MALCOM PO BOX 945, MONROE, GA 30655 | TRUSTEE | 0.5 | $0 |
| TIMOTHY G SHELNUTT Jr PO BOX 945, MONROE, GA 30655 | TRUSTEE | 0.5 | $0 |
| REBECCA P DALLY PO BOX 945, MONROE, GA 30655 | SECRETARY TREASURER | 1 | $0 |
| THOMAS CARTER PO BOX 945, MONROE, GA 30655 | VICE CHAIRMAN | 0.5 | $0 |
990-PF for the year ended September 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES M FERGUSON JR PO BOX 945, MONROE, GA 30655 | TRUSTEE | 0.5 | $0 |
| LEE GARRETT PO BOX 945, MONROE, GA 30655 | VICE CHAIRMAN | 0.5 | $0 |
| RANDOLPH CAMP PO BOX 945, MONROE, GA 30655 | CHAIRMAN | 1 | $0 |
| PATRICIA PRESTON PO BOX 945, MONROE, GA 30655 | TRUSTEE | 0.5 | $0 |
| BARBARA J GALLMAN PO BOX 945, MONROE, GA 30655 | TRUSTEE | 0.5 | $0 |
| VIRGINIA METCALF PO BOX 945, MONROE, GA 30655 | TRUSTEE | 0.5 | $0 |
| TIMOTHY G SHELNUTT JR PO BOX 945, MONROE, GA 30655 | TRUSTEE | 0.5 | $0 |
| REBECCA P DALLY PO BOX 945, MONROE, GA 30655 | SECRETARY TREASURER | 1 | $0 |
| THOMAS CARTER PO BOX 945, MONROE, GA 30655 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended September 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES M FERGUSON JR PO BOX 945, MONROE, GA 30655 | TRUSTEE | 0.5 | $0 |
| LEE GARRETT PO BOX 945, MONROE, GA 30655 | VICE CHAIRMAN | 1 | $0 |
| RANDOLPH CAMP PO BOX 945, MONROE, GA 30655 | CHAIRMAN | 1 | $0 |
| PATRICIA PRESTON PO BOX 945, MONROE, GA 30655 | TRUSTEE | 0.5 | $0 |
| BARBARA J GALLMAN PO BOX 945, MONROE, GA 30655 | TRUSTEE | 0.5 | $0 |
| VIRGINIA METCALF PO BOX 945, MONROE, GA 30655 | TRUSTEE | 0.5 | $0 |
| TIMOTHY G SHELNUTT JR PO BOX 945, MONROE, GA 30655 | TRUSTEE | 0.5 | $0 |
| REBECCA P DALLY PO BOX 945, MONROE, GA 30655 | SECRETARY TREASURER | 1 | $0 |
| THOMAS CARTER PO BOX 945, MONROE, GA 30655 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 945, MONROE, GA 30655-0945
- In care of
- % REBECCA DALLY
- Signed the 990-PF
- REBECCA DALLY, SECRETARY TREASURER
- Phone
- (404) 210-7326
- Return prepared by
- KS Accounting 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 58-6034766
- 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
- 1964
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $6,734,247
- Income (IRS master file)
- $7,994,429
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $956,658 | $575,767 | $6,734,247 | XML |
| 990-PF | September 2024 | $3,470,019 | $539,708 | $6,439,980 | XML |
| 990-PF | September 2023 | $265,624 | $488,725 | $3,505,076 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 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 58-6034766).
Questions about WALTON COUNTY FOUNDATION INC
- What is the EIN of WALTON COUNTY FOUNDATION INC?
- The employer identification number (EIN) of WALTON COUNTY FOUNDATION INC is 58-6034766.
- Is WALTON COUNTY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to WALTON COUNTY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALTON COUNTY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALTON COUNTY FOUNDATION INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALTON COUNTY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of WALTON COUNTY FOUNDATION INC?
- The 990-PF for the year ended September 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does WALTON COUNTY FOUNDATION INC have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $956,658, expenses of $575,767 and total assets of $6,734,247 at year end.
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