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Nonprofit · EIN 72-1405288

SCOTT R WHEATON FOUNDATION 367 5155000043

Tax-exempt · BIRMINGHAM, AL 35202

Financials

$9K$17K2023$63K$17K2024$12K$17K2025
Revenue Expenses · by fiscal year end
Financials of SCOTT R WHEATON FOUNDATION 367 5155000043 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$12,126$16,860-$4,734$181,021$0$181,021
December 31, 2024990-PF$62,737$16,834$45,903$185,853$0$185,853
December 31, 2023990-PF$8,898$16,704-$7,806$140,016$0$140,016
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$6,965
Net gain from sales of assets
$5,161

Expenses

Grants and similar amounts paid
$9,000
Disbursements for charitable purposes
$15,500
Excise tax on investment income
$168

Balance sheet and other

Total assets, start of year
$185,853
Total assets, end of year
$181,021
Total liabilities, end of year
$0
Net assets, end of year
$181,021
Fair market value of assets
$220,119
Qualifying distributions
$15,500
Net investment income
$12,126

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MARY WHEATON MORSE
1234 HENRY CLAY AVE, NEW ORLEANS, LA 70118
PRES1$0
SCOTT R WHEATON
601 POYDRAS ST SUITE 2775, NEW ORLEANS, LA 70130
SECY/TREAS1$0
STEVE F WHEATON
509 PALM AVE, NOKOMIS, FL 34213
V PRES1$0
GRETCHEN WHEATON
601 POYDREAS ST SUITE 2774, NEW ORLEANS, LA 70130
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
MARY WHEATON MORSE
1234 HENRY CLAY AVE, NEW ORLEANS, LA 70118
PRES1$0
SCOTT R WHEATON
601 POYDRAS ST SUITE 2775, NEW ORLEANS, LA 70130
SECY/TREAS1$0
STEVE F WHEATON
509 PALM AVE, NOCOMIS, FL 34213
V PRES1$0
GRETCHEN WHEATON
601 POYDREAS ST SUITE 2774, NEW ORLEANS, LA 70130
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
MARY WHEATON MORSE
1234 HENRY CLAY AVE, NEW ORLEANS, LA 70118
PRES1$0
SCOTT R WHEATON
601 POYDRAS ST SUITE 2775, NEW ORLEANS, LA 70130
SECY/TREAS1$0
STEVE F WHEATON
509 PALM AVE, NOCOMIS, FL 34213
V PRES1$0
GRETCHEN WHEATON
601 POYDREAS ST SUITE 2774, NEW ORLEANS, LA 70130
DIRECTOR1$0

Address and contacts

Address (IRS master file)
PO BOX 11647, BIRMINGHAM, AL 35202-1647
In care of
% AMSOUTH BANK
Signed the 990-PF
-, -
Phone
(205) 820-3141
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
72-1405288
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
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$181,021
Income (IRS master file)
$39,858

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$12,126$16,860$181,021XML
990-PFDecember 2024$62,737$16,834$185,853XML
990-PFDecember 2023$8,898$16,704$140,016XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 72-1405288).

Questions about SCOTT R WHEATON FOUNDATION 367 5155000043

What is the EIN of SCOTT R WHEATON FOUNDATION 367 5155000043?
The employer identification number (EIN) of SCOTT R WHEATON FOUNDATION 367 5155000043 is 72-1405288.
Is SCOTT R WHEATON FOUNDATION 367 5155000043 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to SCOTT R WHEATON FOUNDATION 367 5155000043 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SCOTT R WHEATON FOUNDATION 367 5155000043 file?
Form 990-PF. Private foundations file every year.
When is the next return of SCOTT R WHEATON FOUNDATION 367 5155000043 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 SCOTT R WHEATON FOUNDATION 367 5155000043 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of SCOTT R WHEATON FOUNDATION 367 5155000043?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does SCOTT R WHEATON FOUNDATION 367 5155000043 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $12,126, expenses of $16,860 and total assets of $181,021 at year end.

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