Nonprofit · EIN 82-0799936
WAYLAND HENRY CATO JR FOUNDATION
Tax-exempt · CHARLOTTE, NC 28277
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,478,254 | $2,535,749 | -$57,495 | $1,994,080 | $0 | $1,994,080 |
| December 31, 2023 | 990-PF (amended) | $258,700 | $62,075 | $196,625 | $2,051,575 | $0 | $2,051,575 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,486,590
- Dividends
- $76,708
- Interest
- $6,495
- Net gain from sales of assets
- -$91,540
- Other income
- $1
Expenses
- Grants and similar amounts paid
- $2,529,679
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,529,679
- Excise tax on investment income
- $1,050
Balance sheet and other
- Total assets, start of year
- $2,051,575
- Total assets, end of year
- $1,994,080
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,994,080
- Fair market value of assets
- $1,458,677
- Qualifying distributions
- $2,529,679
- Net investment income
- $81,636
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLARICE CATO GOODYEAR 13777 BALLANTYNE CORPORATE PLACE, SUITE 300, CHARLOTTE, NC 28277 | CO-TRUSTEE,CHAIRMAN, BOARD OF ADVISORS | 0 | $0 |
| THERESA R GEBHARDT 13777 BALLANTYNE CORPORATE PLACE, SUITE 300, CHARLOTTE, NC 28277 | CO-TRUSTEE,VICE-CHAIR,SECRETARY | 0 | $0 |
| JOHN PD CATO 13777 BALLANTYNE CORPORATE PLACE, SUITE 300, CHARLOTTE, NC 28277 | BOARD OF ADVISORS | 0 | $0 |
| THOMAS E CATO 13777 BALLANTYNE CORPORATE PLACE, SUITE 300, CHARLOTTE, NC 28277 | BOARD OF ADVISORS | 0 | $0 |
| HAROLD PRATT-THOMAS 144 WENTWORTH STREET, CHARLESTON, SC 29401 | BOARD OF ADVISORS | 0 | $0 |
| HOWARD WEISS 410 WEDGE DRIVE, NAPLES, FL 34103 | BOARD OF ADVISORS | 0 | $0 |
| LAT PURSER 4530 PARK RD SUITE 410, CHARLOTTE, NC 28209 | BOARD OF ADVISORS | 0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLARICE CATO GOODYEAR 13777 BALLANTYNE CORPORATE PLACE, SUITE 300, CHARLOTTE, NC 28277 | CO-TRUSTEE,CHAIRMAN, BOARD OF ADVISORS | 4 | $0 |
| THERESA R GEBHARDT 13777 BALLANTYNE CORPORATE PLACE, SUITE 300, CHARLOTTE, NC 28277 | CO-TRUSTEE,VICE-CHAIR,SECRETARY | 0 | $0 |
| JOHN PD CATO 13777 BALLANTYNE CORPORATE PLACE, SUITE 300, CHARLOTTE, NC 28277 | BOARD OF ADVISORS | 0 | $0 |
| THOMAS E CATO 13777 BALLANTYNE CORPORATE PLACE, SUITE 300, CHARLOTTE, NC 28277 | BOARD OF ADVISORS | 0 | $0 |
| HAROLD PRATT-THOMAS 144 WENTWORTH STREET, CHARLESTON, SC 29401 | BOARD OF ADVISORS | 0 | $0 |
| HOWARD WEISS 765 SEAGATE DRIVE, NAPLES, FL 34103 | BOARD OF ADVISORS | 0 | $0 |
| LAT PURSER 4530 PARK RD SUITE 410, CHARLOTTE, NC 28209 | BOARD OF ADVISORS | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 13777 BALLANTYNE CORP PL 300, CHARLOTTE, NC 28277-0000
- Signed the 990-PF
- THERESA R GEBHARDT, SECRETARY/TREASURER/DIRECTOR
- Phone
- (704) 542-5676
- Return prepared by
- BALLANTYNE TAX & FINANCIAL INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 82-0799936
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,994,080
- Income (IRS master file)
- $3,157,614
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,478,254 | $2,535,749 | $1,994,080 | XML |
| 990-PF | December 2023 | $258,700 | $62,075 | $2,051,575 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-0799936).
Questions about WAYLAND HENRY CATO JR FOUNDATION
- What is the EIN of WAYLAND HENRY CATO JR FOUNDATION?
- The employer identification number (EIN) of WAYLAND HENRY CATO JR FOUNDATION is 82-0799936.
- Is WAYLAND HENRY CATO JR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to WAYLAND HENRY CATO JR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WAYLAND HENRY CATO JR FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WAYLAND HENRY CATO JR FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WAYLAND HENRY CATO JR FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of WAYLAND HENRY CATO JR FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does WAYLAND HENRY CATO JR FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,478,254, expenses of $2,535,749 and total assets of $1,994,080 at year end.
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