I M Wardwell Fbo Wheaton College

DALLAS, TX EIN: 05-6004616

I M Wardwell Fbo Wheaton College is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $145K in total assets. In 2024, it awarded 1 grants totaling $6K. Net investment income was $13K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$145K

+3.4% YoY

Annual Giving

$6K

+22.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$6K

+22.3% YoY

Under IRS private-foundation payout rules, I M Wardwell Fbo Wheaton College reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.

About I M Wardwell Fbo Wheaton College

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $34K (100%)

States

Massachusetts

Cities

Norton

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$145,324	$140,565	$144,507
Revenue	$15,175	$4,957	$-3,655
Expenses	$10,260	$8,844	$12,627
Qualifying Distributions	$7,783	$6,577	$9,143
Net Investment Income	$12,578	$1,794	$634
Distributable Amount	$8,247	$7,557	$7,794

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Wheaton College ($6,303).

Recipient	Purpose	Amount
WHEATON COLLEGE NORTON, MA	SCHOLARSHIPS	$6,303

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$2,449

Frequently Asked Questions

How large is I M Wardwell Fbo Wheaton College?

As of 2024, I M Wardwell Fbo Wheaton College holds $145K in total assets with $15K in annual revenue. It awarded 1 grants totaling $6K in 2024.

Where does I M Wardwell Fbo Wheaton College operate?

I M Wardwell Fbo Wheaton College has awarded grants in Massachusetts.

What size grants does I M Wardwell Fbo Wheaton College award?

In 2024, I M Wardwell Fbo Wheaton College awarded 1 grants totaling $6K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is I M Wardwell Fbo Wheaton College required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, I M Wardwell Fbo Wheaton College reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is I M Wardwell Fbo Wheaton College's EIN?

I M Wardwell Fbo Wheaton College's EIN (Employer Identification Number) is 05-6004616. IRS Form 990 filing data is available on this page for 2020–2024.