Je and Mildred Waggoner

GASTONIA, NC EIN: 56-1847923

Education Health Diseases and conditions Human services

Je and Mildred Waggoner is a private foundation focused on Education, based in GASTONIA, NC. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $972K in total assets. In 2024, it awarded 5 grants totaling $51K. Net investment income was $21K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$972K

-6.1% YoY

Annual Giving

$51K

+2.2% YoY

Grant Count

-16.7% YoY

Avg Grant Size

$10K

+22.7% YoY

Under IRS private-foundation payout rules, Je and Mildred Waggoner reported a distributable amount of $49K for 2024 — the minimum it must pay out in qualifying distributions.

About Je and Mildred Waggoner

Based on IRS filings

Focus Areas

Education Health Diseases and conditions Human services

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $218K (100%)

States

North Carolina

Cities

CharlotteDallasGastoniaHayesvilleStatesville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$971,727	$1,034,416	$1,087,194
Revenue	$-2,500	$10,029	$59,370
Expenses	$60,189	$62,807	$78,509
Qualifying Distributions	$51,120	$50,000	$62,000
Net Investment Income	$20,535	$33,168	$48,145
Distributable Amount	$49,008	$49,480	$59,350

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

24 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Victory Farm Inc ($11,000), Juvenile Diabetes Researc ($11,000), Boys and Girls Club of the Piedmont ($11,000).

Recipient	Purpose	Amount
VICTORY FARM INC GASTONIA, NC	RECIPIENT'S GENERAL USE	$11,000
JUVENILE DIABETES RESEARC CHARLOTTE, NC	RECIPIENT'S GENERAL USE	$11,000
BOYS AND GIRLS CLUB OF THE PIEDMONT STATESVILLE, NC	RECIPIENT'S GENERAL USE	$11,000
BRADLEY CHURCH CHARITABLE DIST GASTONIA, NC	RECIPIENT'S GENERAL USE	$11,000
CENTRAL ELEMENTARY SCHOOL STATESVILLE, NC	RECIPIENT'S GENERAL USE	$7,120

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JOYCE W FORMAN	VICE-PRESIDE	—	—
DOROTHY W HAGER	SECRETARY	—	—
JACQUELINE W DARKEN	VICE-PRESIDE	—	—
RUTH J WAGGONER	PRESIDENT/TR	—	—

Subject Areas

Focus areas based on grantmaking activity

Education Health Diseases and conditions Human services

Frequently Asked Questions

What is Je and Mildred Waggoner?

Je and Mildred Waggoner is a private foundation focused on Education, based in GASTONIA, NC. It holds $972K in total assets as of 2024.

How large is Je and Mildred Waggoner?

As of 2024, Je and Mildred Waggoner holds $972K in total assets with $-2,500 in annual revenue. It awarded 5 grants totaling $51K in 2024.

Where does Je and Mildred Waggoner operate?

Je and Mildred Waggoner has awarded grants in North Carolina.

What size grants does Je and Mildred Waggoner award?

In 2024, Je and Mildred Waggoner awarded 5 grants totaling $51K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Je and Mildred Waggoner required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Je and Mildred Waggoner reported a distributable amount of $49K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.