Sam E & Burnice C Wittel Foundation

JACKSON, MS EIN: 20-4028699

Sam E & Burnice C Wittel Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JACKSON, MS. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.4M in total assets. In 2024, it awarded 28 grants totaling $180K. Net investment income was $302K.

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.

About Sam E & Burnice C Wittel Foundation

Based on IRS filings

Sam E & Burnice C Wittel Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JACKSON, MS. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.4M in total assets. In 2024, it awarded 28 grants totaling $180K. Net investment income was $302K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

11states
+3 more states

Cities

AtlantaBooneBozemanCasselberryChattanoogaClintonColorado SpringsEdwardsFlowoodJacksonLa MiradaLake CormorantLyonMesaOaklandRestonRidgelandScottsdaleSimi ValleyStanford

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$552K$1M$2M$2M20202021202220232024
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

Giving Over Time

Total grant dollars and number of grants per year

$0$45K$90K$135K$180K25 grants202021 grants202125 grants202220 grants202328 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

MISSISSIPPI CENTER FOR P…$30KIXO$20KFIRST PRESBYTERIAN CHURCH$13KFEBC - KOREA IN LOS ANGE…$12KMISSISSIPPI SPORTS HALL …$11KNEW STAGE THEATRE$10KTHE HERITAGE FOUNDATION$10KTHE HOOVER INSTITUTION$10KAFRICAN BIBLE COLLEGES$5KALLIANCE DEFENDING FREEDOM$5K

Grant Size Distribution

119 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Mississippi Center for Public Policy ($30,000), Ixo ($20,000), First Presbyterian Church ($13,000).

RecipientPurposeAmount
AFRICAN BIBLE COLLEGES CLINTON, MSGENERAL$5,000
ALLIANCE DEFENDING FREEDOM SCOTTSDALE, AZGENERAL$5,000
BELHAVEN UNIVERSITY JACKSON, MSEDUCATION$5,000
DESIRE STREET MINISTRIES ATLANTA, GAGENERAL$2,000
FEBC - KOREA IN LOS ANGELES LA MIRADA, CAGENERAL$12,000
FIRST PRESBYTERIAN CHURCH JACKSON, MSGENERAL$13,000
FRIENDS OF MISSISSIPPI DENTISTRY RIDGELAND, MSHEALTHCARE$5,000
INDEPENDENT INSTITUTE OAKLAND, CAGENERAL$5,000
INDOPARTNERS AGENCY INC MESA, AZGENERAL$2,500
IXO CHATTANOOGA, TNGENERAL$20,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
T CALVIN WELLSPRESIDENT/SECRETARY/TREASURER1
CHERYL B WELLSVICE-PRESIDENT1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Sam E & Burnice C Wittel Foundation?

Sam E & Burnice C Wittel Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JACKSON, MS. It holds $4.4M in total assets as of 2024.

How large is Sam E & Burnice C Wittel Foundation?

As of 2024, Sam E & Burnice C Wittel Foundation holds $4.4M in total assets with $348K in annual revenue. It awarded 28 grants totaling $180K in 2024.

Where does Sam E & Burnice C Wittel Foundation operate?

Sam E & Burnice C Wittel Foundation has awarded grants in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Mississippi, Montana, North Carolina, Tennessee, Virginia.

What size grants does Sam E & Burnice C Wittel Foundation award?

In 2024, Sam E & Burnice C Wittel Foundation awarded 28 grants totaling $180K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Sam E & Burnice C Wittel Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Sam E & Burnice C Wittel Foundation reported a distributable amount of $212K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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