Nonprofit · EIN 58-6068645
HAROLD AND SARA WETHERBEE FOUNDATION
Tax-exempt · BIRMINGHAM, AL 35203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $86,175 | $108,210 | -$22,035 | $1,149,850 | $7,778 | $1,142,072 |
| November 30, 2024 | 990-PF | $68,521 | $82,764 | -$14,243 | $1,164,107 | $0 | $1,164,107 |
| November 30, 2023 | 990-PF | $44,360 | $61,751 | -$17,391 | $1,178,350 | $0 | $1,178,350 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $36,468
- Net gain from sales of assets
- $49,707
Expenses
- Grants and similar amounts paid
- $81,600
- Compensation of officers, directors and key employees
- $21,424
- Disbursements for charitable purposes
- $85,080
- Excise tax on investment income
- $895
Balance sheet and other
- Total assets, start of year
- $1,164,107
- Total assets, end of year
- $1,149,850
- Total liabilities, end of year
- $7,778
- Net assets, end of year
- $1,142,072
- Fair market value of assets
- $1,613,772
- Qualifying distributions
- $85,080
- Net investment income
- $86,175
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 1900 5TH AVE NORTH 26TH FLOOR, BIRMINGHAM, AL 35203 | TRUSTEE | 1.15 | $21,424 |
| J HUFF CROXTON JR PO BOX 71209, ALBANY, GA 31708 | TRUSTEE | 0.23 | $0 |
| DEBBIE CHAMBLESS 2147 LAKESHORE CT, CORDELE, GA 31015 | TRUSTEE | 0.23 | $0 |
990-PF for the year ended November 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 1900 5TH AVE NORTH 26TH FLOOR, BIRMINGHAM, AL 35203 | TRUSTEE | 1.15 | $20,553 |
| J HUFF CROXTON JR PO BOX 71209, ALBANY, GA 31708 | TRUSTEE | 0.23 | $0 |
| DEBBIE CHAMBLESS 2147 LAKESHORE CT, CORDELE, GA 31015 | TRUSTEE | 0.23 | $0 |
990-PF for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 121 WEST PACES FERRY ROAD NW, ATLANTA, GA 30305 | TRUSTEE | 1.15 | $18,747 |
| J HUFF CROXTON JR PO BOX 71209, ALBANY, GA 31708 | TRUSTEE | 0.23 | $0 |
| DEBBIE CHAMBLESS 2147 LAKESHORE CT, CORDELE, GA 31015 | TRUSTEE | 0.23 | $0 |
Address and contacts
- Address (IRS master file)
- 1900 5TH AVE NORTH 26TH FLOOR, BIRMINGHAM, AL 35203-2610
- Signed the 990-PF
- REGIONS TRUST, TRUSTEE
- Phone
- (205) 264-5523
- Return prepared by
- MAULDIN & JENKINS 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 58-6068645
- 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
- 1968
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,149,850
- Income (IRS master file)
- $336,034
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $86,175 | $108,210 | $1,149,850 | IRS |
| 990-PF | November 2024 | $68,521 | $82,764 | $1,164,107 | IRS |
| 990-PF | November 2023 | $44,360 | $61,751 | $1,178,350 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 58-6068645).
Questions about HAROLD AND SARA WETHERBEE FOUNDATION
- What is the EIN of HAROLD AND SARA WETHERBEE FOUNDATION?
- The employer identification number (EIN) of HAROLD AND SARA WETHERBEE FOUNDATION is 58-6068645.
- Is HAROLD AND SARA WETHERBEE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to HAROLD AND SARA WETHERBEE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HAROLD AND SARA WETHERBEE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HAROLD AND SARA WETHERBEE FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAROLD AND SARA WETHERBEE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of HAROLD AND SARA WETHERBEE FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 3 people; 1 received compensation from the organization, the highest $21,424 (REGIONS BANK TRUST DEPARTMENT, TRUSTEE).
- How much revenue does HAROLD AND SARA WETHERBEE FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $86,175, expenses of $108,210 and total assets of $1,149,850 at year end.
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