The Bernice Wheaton Charitable Trust

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The organization will assist & benefit the catholic church & children in jersey county, including maintenance & improvements to the church and school buildings.

Form 990 Part I, line 1, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 37-6343618) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
93¢ of each $1 spent went to programs.
Run by 5 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $7K a year · 14% of revenue · last 5 filings
A surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
93%
of spending
93% of spending went to programs.
Pt IX · Ln 25 · col B
230.8 mo
of spending, in cash
230.8 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
Pt X · Ln 26
Independent board members
4
of 4 voting members
4 of 4 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$93K
+62% vs prior year
Spent
$52K
To programs
93%
Net assets
$995K
By yearFY2020–FY2024
Revenue
$93K
FY2024▲ +62%
Tap a bar for its year
Revenue by fiscal year
FY2020$16K
FY2021$79K
FY2022$16K
FY2023$57K
FY2024$93K
Expenses
$52K
FY2024▲ +11%
Tap a bar for its year
Expenses by fiscal year
FY2020$45K
FY2021$38K
FY2022$44K
FY2023$46K
FY2024$52K
Net assets
$995K
FY2024▲ +4%
Tap a bar for its year
Net assets by fiscal year
FY2020$962K
FY2021$1.0M
FY2022$943K
FY2023$954K
FY2024$995K

From the FY2024 Form 990 · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1997.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

93 cents of each dollar spent went to programs.

Program services 93% · $48K Management & general 7% · $3K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

4 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See The Bernice Wheaton Charitable Trust executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports Catholic Church and children in Jersey County with building maintenance and improvements.

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2 programs · $48K · in their own filed words · FY2024
01

Education grants to members of ST mary's church in fieldon, il

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 37-6343618) · Dispute this line
$48Kprogram expense
02

Expenditures to maintain building & grounds of ST. Mary's church in fieldon, il

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 37-6343618) · Dispute this line
Pt IX · Ln 25 · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 5 grants · $199K · 2020–2024
Unitemized GrantFY2024$48,300
Unitemized GrantFY2023$38,400
Unitemized GrantFY2022$38,600
Unitemized GrantFY2021$34,900
Unitemized GrantFY2020$38,600

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$93K
Ln 12
Investment incomeLn 3$93K
Money outPt IX
$52K
Ln 25
Programscol B$48K
Managementcol C$3K
Owns and owesPt X
$995K
net assets · Ln 32
Cash and savingsLn 1–2$995K
Total assetsLn 16$995K
LiabilitiesLn 26$0
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$93K
Total revenueLn 12$93K
Assets in detailPt X, end of year
CashLn 1$41K
SavingsLn 2$954K
Cash and savings togetherLn 1–2$995K
Total assetsLn 16$995K
LiabilitiesLn 26$0
Net assetsLn 32$995K
OperationsPt I, VI
EmployeesI 50
VolunteersI 65
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$954K$995K
Total assetsLn 16$954K$995K
LiabilitiesLn 26$0$0
Net assetsLn 32$954K$995K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$48K$48K
Accounting feesLn 11c$925$925
Other expenses (24a–d)Ln 24$2K$2K
Total functional expensesLn 25$52K$48K$3K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest ViewingFiled with the IRS Jul 10, 2025 $93K$52K$41K$995K 990 PDF
FY2023Filed with the IRS Jun 28, 2024 $57K$46K$11K$954K 990 PDF
FY2022Filed with the IRS Jun 7, 2023 $16K$44K−$28K$943K 990 PDF
FY2021Filed with the IRS Jun 14, 2022 $79K$38K$41K$1.0M 990 PDF
FY2020Filed with the IRS Jul 9, 2021 $16K$45K−$29K$962K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2024 990
Part I · Summary $92,570 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$0
I-10 Investment incomePrior year $57,238$92,570
I-11 Other revenue$0
I-12 Total revenuePrior year $57,238$92,570
I-13 Grants and similar amounts paidPrior year $38,400$48,300
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $8,084$3,420
I-18 Total expensesPrior year $46,484$51,720
I-19 Revenue less expensesPrior year $10,754$40,850
Part VI · Governance 4 of 4 board members independent, 4 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $92,570 across 2 lines filed
VIII-3 Investment incomeRelated to mission $92,570$92,570
VIII-12 Total revenueRelated to mission $92,570$92,570
Part IX · Statement of functional expenses $51,720 across 3 lines filed
IX-2 Grants to domestic individualsPrograms $48,300$48,300
IX-11c Accounting feesManagement $925$925
IX-24 Other expenses (24a–d)Management $2,495$2,495
IX-25 Total functional expensesPrograms $48,300 · Management $3,420 · Fundraising $0$51,720
Part X · Balance sheet $994,552 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $10,185$40,588
X-2 Savings and temporary cash investmentsStart of year $943,517$953,964
X-16 Total assetsStart of year $953,702$994,552
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $953,702$994,552
X-32 Total net assets or fund balancesStart of year $953,702$994,552
X-33 Total liabilities and net assetsStart of year $953,702$994,552
Part XI · Reconciliation of net assets $994,552 net assets at year end
XI-1 Total revenue$92,570
XI-2 Total expenses$51,720
XI-3 Revenue less expenses$40,850
XI-4 Net assets at start of year$953,702
XI-10 Net assets at end of year$994,552

Form 990 e-file FY2024 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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