Nonprofit · EIN 11-3465851
DANIELLE WHALEN MEMORIAL FOUNDATION
Tax-exempt · BAYPORT, NY 11705
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $2,759 | $4,277 | -$1,518 | $115,867 | $0 | $115,867 |
| November 30, 2023 | 990-PF | -$227 | $7,306 | -$7,533 | $117,385 | $0 | $117,385 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Dividends
- $3,290
- Net gain from sales of assets
- -$531
Expenses
- Grants and similar amounts paid
- $3,698
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,698
- Excise tax on investment income
- $38
Balance sheet and other
- Total assets, start of year
- $117,385
- Total assets, end of year
- $115,867
- Total liabilities, end of year
- $0
- Net assets, end of year
- $115,867
- Fair market value of assets
- $112,822
- Qualifying distributions
- $3,698
- Net investment income
- $3,290
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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES W WHALEN III 296 BLAKE AVE, BOHEMIA, NY 11716 | PRES. | 2 | $0 |
| JEANNE L WHALEN 296 BLAKE AVE, BOHEMIA, NY 11716 | V.P. | 2 | $0 |
| JAMES W WHALEN IV 296 BLAKE AVE, BOHEMIA, NY 11716 | SECTY/TREAS | 2 | $0 |
990-PF for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES W WHALEN III 296 BLAKE AVE, BOHEMIA, NY 11716 | PRES. | 2 | $0 |
| JEANNE L WHALEN 296 BLAKE AVE, BOHEMIA, NY 11716 | V.P. | 2 | $0 |
| JAMES W WHALEN IV 296 BLAKE AVE, BOHEMIA, NY 11716 | SECTY/TREAS | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 35 JOHNNYS PATH, BAYPORT, NY 11705-1550
- In care of
- % JAMES W WHALEN III
- Signed the 990-PF
- JAMES W WHALEN III, PRESIDENT
- Phone
- (516) 456-6697
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 11-3465851
- 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
- 2000
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $115,867
- Income (IRS master file)
- $32,571
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $2,759 | $4,277 | $115,867 | IRS |
| 990-PF | November 2023 | -$227 | $7,306 | $117,385 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 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 11-3465851).
Questions about DANIELLE WHALEN MEMORIAL FOUNDATION
- What is the EIN of DANIELLE WHALEN MEMORIAL FOUNDATION?
- The employer identification number (EIN) of DANIELLE WHALEN MEMORIAL FOUNDATION is 11-3465851.
- Is DANIELLE WHALEN MEMORIAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to DANIELLE WHALEN MEMORIAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DANIELLE WHALEN MEMORIAL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DANIELLE WHALEN MEMORIAL FOUNDATION due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DANIELLE WHALEN MEMORIAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of DANIELLE WHALEN MEMORIAL FOUNDATION?
- The 990-PF for the year ended November 30, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does DANIELLE WHALEN MEMORIAL FOUNDATION have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $2,759, expenses of $4,277 and total assets of $115,867 at year end.
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