Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 02-0794045

WHITE FAMILY FOUNDATION

Tax-exempt · TARPON SPGS, FL 34688

Financials

$1.3M$358K2023$883K$445K2024
Revenue Expenses · by fiscal year end
Financials of WHITE FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$882,682$445,443$437,239$4,867,187$0$4,867,187
December 31, 2023990-PF$1,259,053$358,369$900,684$4,799,278$0$4,799,278
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$500,616
Dividends
$112,968
Interest
$21,540
Net gain from sales of assets
$268,605
Other income
-$21,047

Expenses

Grants and similar amounts paid
$344,264
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$383,208
Excise tax on investment income
$4,903

Balance sheet and other

Total assets, start of year
$4,799,278
Total assets, end of year
$4,867,187
Total liabilities, end of year
$0
Net assets, end of year
$4,867,187
Fair market value of assets
$7,546,731
Qualifying distributions
$383,208
Net investment income
$402,084

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.

NameTitleHours / weekCompensation
JOSEPH C WHITE
PO BOX 2491, TARPON SPRINGS, FL 34688
FOUNDER & TRUSTEE0.5$0
JOANN M WHITE
PO BOX 2491, TARPON SPRINGS, FL 34688
FOUNDER & SECRETARY0.5$0
LAUREN W CARLAN
PO BOX 2491, TARPON SPRINGS, FL 34688
CHAIRPERSON2$0
AMY STANTON
PO BOX 2491, TARPON SPRINGS, FL 34688
TREASURER1$0
MEGAN L ANDERSON
PO BOX 2491, TARPON SPRINGS, FL 34688
TRUSTEE1$0
JOHN C ANDERSON
PO BOX 2491, TARPON SPRINGS, FL 34688
TRUSTEE0.5$0
DOUGLAS E CARLAN
PO BOX 2491, TARPON SPRINGS, FL 34688
TRUSTEE0.5$0
DAVID E HERMAN
PO BOX 2491, TARPON SPRINGS, FL 34688
TRUSTEE0.5$0
JAY R ROOTH
PO BOX 2491, TARPON SPRINGS, FL 34688
TRUSTEE0.5$0
990-PF for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
JOSEPH C WHITE
PO BOX 2491, TARPON SPRINGS, FL 34688
FOUNDER & TRUSTEE0.5$0
JOANN M WHITE
PO BOX 2491, TARPON SPRINGS, FL 34688
FOUNDER & SECRETARY0.5$0
LAUREN W CARLAN
PO BOX 2491, TARPON SPRINGS, FL 34688
CHAIRPERSON2$0
AMY STANTON
PO BOX 2491, TARPON SPRINGS, FL 34688
TREASURER1$0
MEGAN L ANDERSON
PO BOX 2491, TARPON SPRINGS, FL 34688
TRUSTEE1$0
JOHN C ANDERSON
PO BOX 2491, TARPON SPRINGS, FL 34688
TRUSTEE0.5$0
DOUGLAS E CARLAN
PO BOX 2491, TARPON SPRINGS, FL 34688
TRUSTEE0.5$0
DAVID E HERMAN
PO BOX 2491, TARPON SPRINGS, FL 34688
TRUSTEE0.5$0
JAY R ROOTH
PO BOX 2491, TARPON SPRINGS, FL 34688
TRUSTEE0.5$0

Address and contacts

Address (IRS master file)
PO BOX 2491, TARPON SPGS, FL 34688-2491
In care of
% MEGAN L WHITE
Signed the 990-PF
AMY STANTON, TREASURER
Phone
(727) 741-9187
Return prepared by
CBIZ ADVISORS LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Check at the IRS
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
02-0794045
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
2007
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,435,000
Income (IRS master file)
$3,632,339

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$882,682$445,443$4,867,187XML
990-TDecember 2024–––IRS
990-PFDecember 2023$1,259,053$358,369$4,799,278XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––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 02-0794045).

Questions about WHITE FAMILY FOUNDATION

What is the EIN of WHITE FAMILY FOUNDATION?
The employer identification number (EIN) of WHITE FAMILY FOUNDATION is 02-0794045.
Is WHITE FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to WHITE FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WHITE FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WHITE FAMILY FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WHITE FAMILY 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 WHITE FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
How much revenue does WHITE FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $882,682, expenses of $445,443 and total assets of $4,867,187 at year end.

Other nonprofits in TARPON SPGS

All nonprofits in TARPON SPGS · Florida · Philanthropy, voluntarism and grantmaking foundations