Sam E & Burnice C Wittel Foundation

Private foundation · Grantmaker Jackson, MS EIN: 20-4028699

SAM E & BURNICE C WITTEL FOUNDATION is a private foundation based in Jackson, Mississippi. Its 2024 filing reports grants to charitable organizations, with the largest shares of grant dollars going to recipients in Mississippi, California, Tennessee, and Washington, DC.

Key facts about Sam E & Burnice C Wittel Foundation

In short: Sam E & Burnice C Wittel Foundation gave $180K across 28 grants in 2024 (avg $6K), mostly in Mississippi. 18% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
20-4028699
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$180,250
Grants made (2024)
28
Average grant
$6,438
Median grant
$5,000
New grantees (estimate)
18% first-time grantees (5 of 28, 2024)
Total assets
$4,401,889
Primary geography
Mississippi (52% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.4M

+1.1% YoY

Annual Giving

$180K

+46.2% YoY

Grant Count

28

+40.0% YoY

Avg Grant Size

$6K

+4.5% YoY

Under IRS private-foundation payout rules, Sam E & Burnice C Wittel Foundation reported a distributable amount of $212K for 2024 — the minimum it must pay out in qualifying distributions.

Is Sam E & Burnice C Wittel Foundation open to new grantees?

18%

first-time grantees, 2024

In 2024, 5 of 28 grantees (18%) were first-time recipients. First grants averaged $7K; repeat grants $6K. How we count

Medians: $5K first-time, $5K repeat.

  • 64% of 2024 grantees were also funded in 2023. Method
  • Giving grew 54% from 2021 to 2024. Method
  • In 2024 it paid out 107% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2024 grants include support for organizations whose own stated missions span several areas. For example, The Heritage Foundation says it promotes conservative public policies based on free enterprise, limited government, individual freedom, traditional American values, and national defense; Belhaven University says it prepares students academically and spiritually to serve Jesus Christ; and African Bible Colleges says it educates, trains, and equips religious teachers and preachers.

Other 2024 recipients describe work in areas including humanitarian and religious aid, media and public policy, government accountability, and health. Samaritan’s Purse says it provides spiritual and physical aid to people affected by war, poverty, natural disasters, disease, and famine. The Jackson Heart Foundation says it leads efforts against heart disease through education, prevention, and early detection.

Grantmaking

In 2024, the foundation reported 28 grants totaling $180,250. Grant amounts ranged from $750 to $30,000, with a median of $5,000. In 2023, it reported 20 grants totaling $123,250.

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Geographic Focus

Where this funder awards grants

In 2024, 52% of grant dollars went to recipients in Mississippi, 15% to California, 11% to Tennessee, 10% to Washington, DC, and 4% to Arizona.

Grant Distribution by State

11states

Share of 2024 grant dollars across all 28 itemized grants.

Cities

JacksonWashingtonColorado SpringsLa MiradaScottsdaleStanfordMesaRestonSimi ValleyClintonLake CormorantLyonRidgelandAtlantaBozemanFlowoodBooneCasselberryChattanoogaEdwards

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K25 grants2020 21 grants2021 25 grants2022 20 grants2023 28 grants2024

From 2020 to 2024, annual grant giving ranged from $117K (2021) to $180K (2024). In 2024 it made 28 grants totaling $180K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Mississippi Center for Public Policy: $30KMississippi Center for PublicPolicy$30KIXO: $20KIXO$20KFirst Presbyterian Church: $13KFirst Presbyterian Church$13KFebc - Korea in Los Angeles: $12KFebc - Korea in Los Angeles$12KMississippi Sports Hall of Fame & Museum: $11KMississippi Sports Hall ofFame & Museum$11KNew Stage Theatre: $10KNew Stage Theatre$10KThe Heritage Foundation: $10KThe Heritage Foundation$10KThe Hoover Institution: $10KThe Hoover Institution$10KAfrican Bible Colleges: $5KAfrican Bible Colleges$5KAlliance Defending Freedom: $5KAlliance Defending Freedom$5K

The largest 2024 recipient was Mississippi Center for Public Policy ($30K). Together the top 10 received $126K.

Grant Size Distribution

119 grants across all recorded years

119<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 119 grants of 119 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Mississippi Center for Public Policy Jackson, MSGeneral$30,000
IXO Chattanooga, TNGeneral$20,000
First Presbyterian Church Jackson, MSGeneral$13,000
Febc - Korea in Los Angeles La Mirada, CAGeneral$12,000
Mississippi Sports Hall of Fame & Museum Jackson, MSGeneral$11,000
New Stage Theatre Jackson, MSGeneral$10,000
The Heritage Foundation Washington, DCGeneral$10,000
The Hoover Institution Stanford, CAGeneral$10,000
African Bible Colleges Clinton, MSGeneral$5,000
Alliance Defending Freedom Scottsdale, AZGeneral$5,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grant sum Grant count
2024 $4,401,889 $348,232 $301,798 $180,250 28
2023 $4,355,455 $2,006,381 $196,261 $123,250 20
2022 $2,545,335 $150,642 $230,239 $151,250 25
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$4,401,889$4,355,455$2,545,335
Revenue$348,232$2,006,381$150,642
Expenses$301,798$196,261$230,239
Qualifying Distributions$226,253$150,630$184,985
Net Investment Income$301,758$1,963,161$96,583
Distributable Amount$212,101$205,238$157,905

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists T Calvin Wells as president, secretary, and treasurer, and Cheryl B Wells as vice-president.

Sam E & Burnice C Wittel Foundation is led by T. Calvin Wells, President, Secretary & Treasurer on every filing since 2020; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • T. Calvin Wells

    President, Secretary & Treasurer

    On filings since 2020

    1 hr/week

    No compensation reported

  • Cheryl B. Wells

    Vice President

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: PO Box 1970, Jackson, MS 39215-1970
Phone: (601) 360-9302

Frequently asked questions about Sam E & Burnice C Wittel Foundation

How much does Sam E & Burnice C Wittel Foundation give each year?

Sam E & Burnice C Wittel Foundation gave $180K across 28 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $123K across 20 grants.

What is Sam E & Burnice C Wittel Foundation's typical grant size?

Sam E & Burnice C Wittel Foundation's median grant in 2024 was $5,000, and its average grant was $6,438, across 28 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Sam E & Burnice C Wittel Foundation that year got $7K on average.

Where does Sam E & Burnice C Wittel Foundation give grants?

Sam E & Burnice C Wittel Foundation gives mostly in Mississippi: 52% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were California (15%) and Tennessee (11%). The most frequent recipient cities were Jackson, MS (10 grants), Washington, DC (3 grants) and Ridgeland, MS (2 grants).

Does Sam E & Burnice C Wittel Foundation give general operating support?

Yes: 89% of Sam E & Burnice C Wittel Foundation's 2024 grants with a stated purpose (25 of 28) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Sam E & Burnice C Wittel Foundation's largest grantees?

Sam E & Burnice C Wittel Foundation's largest 2024 grantees include Mississippi Center for Public Policy ($30,000), IXO ($20,000) and First Presbyterian Church ($13,000), according to its 2024 IRS Form 990-PF. Together they received 35% of its itemized 2024 grant dollars.

How large is Sam E & Burnice C Wittel Foundation?

Sam E & Burnice C Wittel Foundation reported $4.4M in total assets on its 2024 IRS Form 990-PF. It paid out $226K in qualifying distributions that year, against a required minimum of $212K (roughly 5% of its investment assets).

What does Sam E & Burnice C Wittel Foundation fund?

No mission statement for the foundation is provided. Its 2024 grants include support for organizations whose own stated missions span several areas. See mission & focus areas ↑

How do I apply for a grant from Sam E & Burnice C Wittel Foundation?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Sam E & Burnice C Wittel Foundation's EIN?

Sam E & Burnice C Wittel Foundation's EIN (Employer Identification Number) is 20-4028699. IRS Form 990 filing data is available on this page for 2020–2024.

Does Sam E & Burnice C Wittel Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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