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Nonprofit · EIN 13-7202416

O Z WHITEHEAD NATIONAL SPIRITUAL ASSEMBLY OF BAHAIS TR UW 05041999

Tax-exempt · NEW YORK, NY 10010

Financials

$237K$533K2023$631K$657K2024$1.1M$1.1M2025
Revenue Expenses · by fiscal year end
Financials of O Z WHITEHEAD NATIONAL SPIRITUAL ASSEMBLY OF BAHAIS TR UW 05041999 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-PF$1,113,900$1,109,240$4,660$5,013,948$0$5,013,948
April 30, 2025990-PF$630,576$656,885-$26,309$5,013,574$0$5,013,574
April 30, 2024990-PF$236,585$532,872-$296,287$5,037,088$0$5,037,088
Financial details: 990-PF for the year ended April 30, 2026

Revenue

Dividends
$173,111
Net gain from sales of assets
$940,789

Expenses

Grants and similar amounts paid
$990,804
Compensation of officers, directors and key employees
$96,565
Disbursements for charitable purposes
$1,025,049
Excise tax on investment income
$14,468

Balance sheet and other

Total assets, start of year
$5,013,574
Total assets, end of year
$5,013,948
Total liabilities, end of year
$0
Net assets, end of year
$5,013,948
Fair market value of assets
$8,826,112
Qualifying distributions
$1,025,049
Net investment income
$1,111,872

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 April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
FIDUCIARY TRUST CO INT'L
ONE MADISON AVENUE SUITE 2000, NEW YORK, NY 10010
CO-TRUSTEE4$85,154
HUGHES HUBBARD REED LLP
ONE BATTERY PARK PLAZA, NEW YORK, NY 10004
CO-TRUSTEE1$11,411
990-PF for the year ended April 30, 2025: 2 people
NameTitleHours / weekCompensation
FIDUCIARY TRUST CO INT'L
ONE MADISON AVENUE SUITE 2000, NEW YORK, NY 10010
CO-TRUSTEE4$83,921
RICHARD J MILLER JR
C/O HUGHES HUBBARD REED LLP ONE, BATTERY PARK PLAZA, NEW YORK, NY 10004
CO-TRUSTEE1$43,672
990-PF for the year ended April 30, 2024: 2 people
NameTitleHours / weekCompensation
FIDUCIARY TRUST CO INT'L
600 FIFTH AVE, NEW YORK, NY 10020
CO-TRUSTEE4$74,565
RICHARD J MILLER JR
C/O BLANK ROME 1271 AVE OF THE, AMERICAS, NEW YORK, NY 10020
CO-TRUSTEE1$8,852

Address and contacts

Address (IRS master file)
CO FTCI - ONE MADISON AVE STE 200, NEW YORK, NY 10010-0000
In care of
% FIDUCIARY TR CO
Signed the 990-PF
FIDUCIARY TRUST COMPANY INT'L, TRUSTEE
Phone
(212) 632-3000

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990-PF on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
13-7202416
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
April
Files
Form 990-PF
Category (NTEE)
Education (B20)
Assets (IRS master file)
$5,013,948
Income (IRS master file)
$3,157,510

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2026$1,113,900$1,109,240$5,013,948XML
990-PFApril 2025$630,576$656,885$5,013,574XML
990-PFApril 2024$236,585$532,872$5,037,088XML
990-PFApril 2023–––IRS
990-PFApril 2022–––IRS
990-PFApril 2021–––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 13-7202416).

Questions about O Z WHITEHEAD NATIONAL SPIRITUAL ASSEMBLY OF BAHAIS TR UW 05041999

What is the EIN of O Z WHITEHEAD NATIONAL SPIRITUAL ASSEMBLY OF BAHAIS TR UW 05041999?
The employer identification number (EIN) of O Z WHITEHEAD NATIONAL SPIRITUAL ASSEMBLY OF BAHAIS TR UW 05041999 is 13-7202416.
Is O Z WHITEHEAD NATIONAL SPIRITUAL ASSEMBLY OF BAHAIS TR UW 05041999 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to O Z WHITEHEAD NATIONAL SPIRITUAL ASSEMBLY OF BAHAIS TR UW 05041999 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does O Z WHITEHEAD NATIONAL SPIRITUAL ASSEMBLY OF BAHAIS TR UW 05041999 file?
Form 990-PF. Private foundations file every year.
When is the next return of O Z WHITEHEAD NATIONAL SPIRITUAL ASSEMBLY OF BAHAIS TR UW 05041999 due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did O Z WHITEHEAD NATIONAL SPIRITUAL ASSEMBLY OF BAHAIS TR UW 05041999 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2026.
Who are the officers and directors of O Z WHITEHEAD NATIONAL SPIRITUAL ASSEMBLY OF BAHAIS TR UW 05041999?
The 990-PF for the year ended April 30, 2026 lists 2 people; 2 received compensation from the organization, the highest $85,154 (FIDUCIARY TRUST CO INT'L, CO-TRUSTEE).
How much revenue does O Z WHITEHEAD NATIONAL SPIRITUAL ASSEMBLY OF BAHAIS TR UW 05041999 have?
On its 990-PF for the year ended April 30, 2026 it reported revenue of $1,113,900, expenses of $1,109,240 and total assets of $5,013,948 at year end.

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