Wherry Family Foundation Knowxwherry

Taylors, SC
Tax-exempt since Sept. 1961
EIN: 57-6023443

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$98.2k (2024)

Expenses

$75.8k (2024)

Total Assets

$837k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2024

Revenue

$98,150

Expenses

$75,806

Net Income

$22,344

Net Assets

$837,476

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,536	2.6%
Dividends	$23,448	23.9%
Sales of Assets	$72,166	73.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,769	94.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$837,476
Total Liabilities	$0
Net Assets	$837,476

Compensation

Key Employees and Officers	Compensation	Other
John Knox Wherry (Trustee)	$0	$0
Nancy C Wherry (Trustee)	$0	$0
Elizabeth Wherry Colaluca (Trustee)	$0	$0

990-PF

Filed on June 23, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Nov.
2023

Revenue

$81,175

Expenses

$122,975

Net Income

-$41,800

Net Assets

$798,817

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,118	2.6%
Dividends	$17,901	22.1%
Sales of Assets	$61,156	75.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,442	88.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$798,817
Total Liabilities	$0
Net Assets	$798,817

Compensation

Key Employees and Officers	Compensation	Other
John Knox Wherry (Trustee)	$0	$0
Nancy C Wherry (Trustee)	$0	$0
Elizabeth Wherry Colaluca (Trustee)	$0	$0

990-PF

Filed on Oct. 9, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Nov.
2022

Revenue

$29,510

Expenses

$12,084

Net Income

$17,426

Net Assets

$840,487

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$356	1.2%
Dividends	$16,958	57.5%
Sales of Assets	$12,196	41.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,847	81.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$840,487
Total Liabilities	$0
Net Assets	$840,487

Compensation

Key Employees and Officers	Compensation	Other
John Knox Wherry (Trustee)	$0	$0
Nancy C Wherry (Trustee)	$0	$0
Elizabeth Wherry Colaluca (Trustee)	$0	$0

990-PF

Filed on Oct. 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2021

Revenue

$55,436

Expenses

$21,507

Net Income

$33,929

Net Assets

$834,486

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.0%
Dividends	$15,291	27.6%
Sales of Assets	$40,132	72.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,045	79.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$834,486
Total Liabilities	$0
Net Assets	$834,486

Compensation

Key Employees and Officers	Compensation	Other
John Knox Wherry (Trustee)	$0	$0
Nancy C Wherry (Trustee)	$0	$0
Elizabeth Wherry Colaluca (Trustee)	$0	$0

990-PF

Filed on April 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Nov.
2020

Revenue

$152,629

Expenses

$12,725

Net Income

$139,904

Net Assets

$800,556

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$283	0.2%
Dividends	$12,869	8.4%
Sales of Assets	$139,477	91.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,550	98.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$800,557
Total Liabilities	$1
Net Assets	$800,556

Compensation

Key Employees and Officers	Compensation	Other
John Knox Wherry (Trustee)	$0	$0
Nancy C Wherry (Trustee)	$0	$0
Elizabeth Wherry Colaluca (Trustee)	$0	$0

990-PF

Filed on April 9, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Nov.
2019

Revenue

$21,449

Expenses

$28,733

Net Income

-$7,284

Net Assets

$660,652

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$101	0.5%
Dividends	$21,525	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,500	81.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$660,653
Total Liabilities	$1
Net Assets	$660,652

Compensation

Key Employees and Officers	Compensation	Other
John Knox Wherry (Trustee)	$0	$0
Nancy C Wherry (Trustee)	$0	$0
Elizabeth Wherry Colaluca (Trustee)	$0	$0

990-PF

Filed on April 9, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2018

Revenue

$64,868

Expenses

$28,768

Net Income

$36,100

Net Assets

$669,137

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$55	0.1%
Dividends	$18,964	29.2%
Sales of Assets	$45,849	70.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,250	77.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$669,137
Total Liabilities	$0
Net Assets	$669,137

Compensation

Key Employees and Officers	Compensation	Other
John Knox Wherry (Trustee)	$0	$0
Nancy C Wherry (Trustee)	$0	$0
Elizabeth Wherry Colaluca (Trustee)	$0	$0

990-PF

Filed on Aug. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2017

Revenue

$51,056

Expenses

$24,297

Net Income

$26,759

Net Assets

$633,037

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.0%
Dividends	$13,480	26.4%
Sales of Assets	$37,561	73.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,300	79.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$633,037
Total Liabilities	$0
Net Assets	$633,037

Compensation

Key Employees and Officers	Compensation	Other
John Knox Wherry (Trustee)	$0	$0
Nancy C Wherry (Trustee)	$0	$0
Elizabeth K Wherry (Trustee)	$0	$0

990-PF

Filed on April 16, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2016

Revenue

$48,148

Expenses

$37,769

Net Income

$10,379

Net Assets

$606,278

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$17,474	36.3%
Sales of Assets	$30,672	63.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,050	87.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$606,278
Total Liabilities	$0
Net Assets	$606,278

Compensation

Key Employees and Officers	Compensation	Other
John Knox Wherry (Trustee)	$0	$0
Nancy C Wherry (Trustee)	$0	$0
Elizabeth K Wherry (Trustee)	$0	$0

990-PF

Filed on April 17, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2015

Revenue

-$2,952

Expenses

$23,479

Net Income

-$26,431

Net Assets

$595,899

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3
Dividends	$16,683
Sales of Assets	-$19,638
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,580	79.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$595,899
Total Liabilities	$0
Net Assets	$595,899

Compensation

Key Employees and Officers	Compensation	Other
John Knox Wherry (Trustee)	$0	$0
Nancy C Wherry (Trustee)	$0	$0
Elizabeth K Wherry (Trustee)	$0	$0

990-PF

Filed on April 14, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2014

Revenue

$14,445

Expenses

$57,591

Net Income

-$43,146

Net Assets

$622,330

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$62	0.4%
Dividends	$15,935	> 100%
Sales of Assets	-$1,568
Other Income	$16	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,980	85.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$622,330
Total Liabilities	$0
Net Assets	$622,330

Compensation

Key Employees and Officers	Compensation	Other
John Knox Wherry (Trustee)	$0	$0
Nancy C Wherry (Trustee)	$0	$0
Elizabeth K Wherry (Trustee)	$0	$0

990-PF

Filed on April 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2013

Revenue

$110,550

Expenses

$35,347

Net Income

$75,203

Net Assets

$665,476

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$88	0.1%
Dividends	$15,008	13.6%
Sales of Assets	$95,454	86.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,675	89.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$665,476
Total Liabilities	$0
Net Assets	$665,476

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2012

Revenue

$288,995

Expenses

$63,265

Net Income

$225,730

Net Assets

$590,273

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$290,000	> 100%
Interest Revenue	$332	0.1%
Dividends	$10,874	3.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,325	90.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$590,273
Total Liabilities	$0
Net Assets	$590,273

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2011

Revenue

$52,961

Expenses

$29,381

Net Income

$23,580

Net Assets

$364,543

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$114	0.2%
Dividends	$10,733	20.3%
Sales of Assets	$42,114	79.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,400	83.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$364,543
Total Liabilities	$0
Net Assets	$364,543

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated March 23, 2026

Wherry Family Foundation Knowxwherry

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $98.2k (2024)

Expenses $75.8k (2024)

Total Assets $837k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$98.2k (2024)

Expenses

$75.8k (2024)

Total Assets

$837k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Nov.
2024

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Fiscal Year Ending Nov.
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2013

Fiscal Year Ending Nov.
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