The Bernice Wheaton Charitable Trust

Analysis

The Bernice Wheaton Charitable Trust is a registered charity in United States, based in Fieldon, IL. It received its IRS tax-exemption ruling in January 1997, 29 years ago. Its declared purposes cover religion-related, which this site groups under religion. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, The Bernice Wheaton Charitable Trust reported income of $57k and spending of $46k, spending 81% of its income. Across the 5 years on record, from December 2019 to December 2023, income fell from $58k to $57k (-1.6%), an average of -0.4% a year. The sharpest change came in the year to December 2021, when income rose by 382%. Over the whole period it spent 96% of the income it received.

Among 31,138 United States charities whose main cause is religion and that reported income, The Bernice Wheaton Charitable Trust sits at the 25th percentile: it is larger than about 25% of them. Against every charity in United States with reported income it ranks in the 22nd percentile, and in the 24th percentile within IL. Charities of a similar size with the same main cause include Norm Geisler International Ministries Inc ($57k), Home Life Ministries ($57k) and Federated Rural Electric Trust ($57k).

At year end it held assets of $954k against liabilities of $0, net assets of $954k.