Scott R Wheaton Foundation 367 5155000043
- Assets
- $147.9k
- Revenue
- $4.3k
- Investments
- $143.0k
- Employees
- 0
- Location
- Birmingham, AL
- Founding
- 04/1998
- Data as of
- 12/2022
- EIN
- 72-1405288
Organization Overview
Scott R Wheaton Foundation 367 5155000043 is located in Birmingham, AL. The organization was established in 1998. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Scott R Wheaton Foundation 367 5155000043 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Scott R Wheaton Foundation 367 5155000043 generated $4.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (13.9%) each year. All expenses for the organization totaled $15.8k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Mary Wheaton Morse Pres | 1 | $0 | |
Scott R Wheaton Secy/treas | 1 | $0 | |
Steve F Wheaton V Pres | 1 | $0 | |
Gretchen Wheaton Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $4,224 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $49 |
| Capital Gain Net Income | $49 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $4,273 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $110 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $7,760 |
| Contributions, gifts, grants paid | $8,000 |
| Total expenses and disbursements | $15,760 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $4,867 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $143,022 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $147,889 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Scott R Wheaton Foundation 367 5155000043 has awarded $8,000 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
FRIENDS OF SARASOTA COUNTY PARKS INC PURPOSE: GENERAL OPERATING | $600 |
INSTITUTE FOR JUSTICE PURPOSE: GENERAL OPERATING | $1,000 |
VENICE AREA BEAUTIFICATION INC PURPOSE: GENERAL OPERATING | $500 |
FRIENDS OF THE LEGACY TRAIL INC PURPOSE: GENERAL OPERATING | $300 |
COALITION PURPOSE: GENERAL OPERATING | $600 |
CITY PARK CONSERVANCY PURPOSE: GENERAL OPERATING | $2,000 |