Scott R Wheaton Foundation Co Regions Bank

BIRMINGHAM, AL EIN: 72-1405288

Scott R Wheaton Foundation Co Regions Bank is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $186K in total assets. In 2024, it awarded 4 grants totaling $9K. Net investment income was $6K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$186K

+32.7% YoY

Annual Giving

$9K

+0.0% YoY

Grant Count

4

-42.9% YoY

Avg Grant Size

$2K

+75.0% YoY

About Scott R Wheaton Foundation Co Regions Bank

Based on IRS filings

Scott R Wheaton Foundation Co Regions Bank is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $186K in total assets. In 2024, it awarded 4 grants totaling $9K. Net investment income was $6K.

Ready to take the next step with Scott R Wheaton Foundation Co Regions Bank?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

ArlingtonDecaturFort MyersJacksonNew OrleansNokomisOspreyRomeTampaVenice

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$17K$35K$52K$69K20202021202220232024
Metric202420232022
Total Assets$185,853$140,016$147,889
Revenue$62,737$8,898$4,273
Expenses$16,834$16,704$15,760
Qualifying Distributions$9,000$9,000$8,000
Net Investment Income$6,147$2,248
Distributable Amount$10,587$8,004$12,759

Giving Over Time

Total grant dollars and number of grants per year

$0$3K$6K$9K$12K8 grants20209 grants20217 grants20227 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

BROTHERS OF THE CHRISTIA…$6KFRIENDS OF SARASOTA COUN…$2KINSTITUTE FOR JUSTICE$700WHEATON FOUNDATION$600

Grant Size Distribution

35 grants across all recorded years

35<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MARY WHEATON MORSEPRES1
SCOTT R WHEATONSECY/TREAS1
STEVE F WHEATONV PRES1
GRETCHEN WHEATONDIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

What could you do with Scott R Wheaton Foundation Co Regions Bank on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities