Nonprofit · EIN 13-1677403
HELEN HAY WHITNEY FOUNDATION
Tax-exempt · NEW CITY, NY 10956
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $7,555,325 | $4,525,751 | $3,029,574 | $94,045,703 | $1,665,065 | $92,380,638 |
| December 31, 2023 | 990-PF | $2,213,115 | $4,925,217 | -$2,712,102 | $88,440,048 | $1,674,061 | $86,765,987 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $772,075
- Dividends
- $1,944,599
- Net gain from sales of assets
- $4,838,651
Expenses
- Grants and similar amounts paid
- $3,439,723
- Compensation of officers, directors and key employees
- $285,565
- Salaries, compensation and benefits (total)
- $8,800
- Disbursements for charitable purposes
- $3,869,478
- Excise tax on investment income
- $88,516
Balance sheet and other
- Total assets, start of year
- $88,440,048
- Total assets, end of year
- $94,045,703
- Total liabilities, end of year
- $1,665,065
- Net assets, end of year
- $92,380,638
- Fair market value of assets
- $94,045,703
- Qualifying distributions
- $3,869,478
- Net investment income
- $6,783,250
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 | Other / benefits |
|---|---|---|---|---|
| Mr Robert Weinberger c/o The Foundation, New City, NY 10956 | Secr & Admin Dir | 40 | $163,533 | $59,032 |
| Dr Stephen C Harrison c/o The Foundation, New City, NY 10956 | Trustee, Vice-Pres | 2 | $20,500 | $0 |
| Ms Averil Payson Meyer c/o The Foundation, New City, NY 10956 | President | 2 | $8,500 | $0 |
| Ms Carla H Skodinski c/o The Foundation, New City, NY 10956 | Trustee | 2 | $8,500 | $0 |
| Ms Joan W Payson c/o The Foundation, New City, NY 10956 | Trustee | 2 | $8,500 | $0 |
| Ms Katharine R Haydock c/o The Foundation, New City, NY 10956 | Trustee | 2 | $8,500 | $0 |
| Dr Charles L Sawyers c/o The Foundation, New City, NY 10956 | Trustee | 2 | $8,500 | $0 |
| Dr Thomas P Sakmar c/o The Foundation, New City, NY 10956 | Trustee | 2 | $0 | $0 |
| Mr Stephen C Sherrill c/o The Foundation, New City, NY 10956 | Trustee, Treasurer | 4 | $0 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Mr Robert Weinberger c/o The Foundation, New City, NY 10956 | Secr & Admin Dir | 40 | $159,074 | $54,639 |
| Dr Stephen C Harrison c/o The Foundation, New City, NY 10956 | Trustee, Vice-Pres | 2 | $20,500 | $0 |
| Dr Thomas P Sakmar c/o The Foundation, New City, NY 10956 | Trustee | 2 | $17,000 | $0 |
| Ms Averil Payson Meyer c/o The Foundation, New City, NY 10956 | President | 2 | $8,500 | $0 |
| Ms Carla H Skodinski c/o The Foundation, New City, NY 10956 | Trustee | 2 | $8,500 | $0 |
| Dr Charles Sawyers c/o The Foundation, New City, NY 10956 | Trustee | 2 | $8,500 | $0 |
| Dr Lisa A Steiner c/o The Foundation, New City, NY 10956 | Trustee | 2 | $0 | $0 |
| Mr Stephen C Sherrill c/o The Foundation, New City, NY 10956 | Trustee, Treasurer | 4 | $0 | $0 |
| Mrs Payne W Middleton c/o The Foundation, New City, NY 10956 | Trustee | 2 | $0 | $0 |
| Dr Leslie B Vosshall c/o The Foundation, New City, NY 10956 | Trustee | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 20 SQUADRON BLVD STE 630, NEW CITY, NY 10956-5247
- Signed the 990-PF
- Stephen C Sherrill, Treasurer
- Phone
- (845) 639-6799
- Website
- www.hhwf.org
- Return prepared by
- WF Carothers & Co 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 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
- 13-1677403
- 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
- 1953
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $94,045,703
- Income (IRS master file)
- $26,730,534
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $7,555,325 | $4,525,751 | $94,045,703 | XML |
| 990-PF | December 2023 | $2,213,115 | $4,925,217 | $88,440,048 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 13-1677403).
Questions about HELEN HAY WHITNEY FOUNDATION
- What is the EIN of HELEN HAY WHITNEY FOUNDATION?
- The employer identification number (EIN) of HELEN HAY WHITNEY FOUNDATION is 13-1677403.
- Is HELEN HAY WHITNEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
- Are donations to HELEN HAY WHITNEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN HAY WHITNEY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN HAY WHITNEY 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 HELEN HAY WHITNEY 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 HELEN HAY WHITNEY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 9 people; 7 received compensation from the organization, the highest $163,533 (Mr Robert Weinberger, Secr & Admin Dir).
- How much revenue does HELEN HAY WHITNEY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $7,555,325, expenses of $4,525,751 and total assets of $94,045,703 at year end.
Other nonprofits in NEW CITY
- JAWONIO INC EIN 13-1761660 · last filed 990 for 2024
- UNITED HOSPICE INC EIN 13-3425315 · last filed 990 for 2025
- ROCKLAND PARADMEDIC SERVICES INC EIN 13-3640513 · last filed 990 for 2024
- CENTER FOR SAFETY & CHANGE INC EIN 13-2989233 · last filed 990 for 2025
- NEW CITY LIBRARY EIN 13-1862482 · last filed 990 for 2025
- ROCKLAND HOUSING ACTION COALITION INC EIN 13-3439109 · last filed 990 for 2025
- LEGAL AID SOCIETY OF ROCKLAND COUNTY INC EIN 13-2559573 · last filed 990 for 2025
- HOFFBERGER FUND FOR BIBLICAL STUDIES LTD EIN 27-3846145 · last filed 990 for 2025