Nonprofit · EIN 20-5961609
WHALEY WINGS FOUNDATION
Tax-exempt · SAN CLEMENTE, CA 92672
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $109,102 | $81,658 | $27,444 | $453,041 | $2,351 | $450,690 |
| December 31, 2024 | 990-PF | $106,311 | $68,401 | $37,910 | $433,246 | $10,000 | $423,246 |
| December 31, 2023 | 990-PF | $105,776 | $58,959 | $46,817 | $385,336 | $0 | $385,336 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $100,000
- Dividends
- $6,530
- Interest
- $2,572
Expenses
- Grants and similar amounts paid
- $78,627
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $78,627
- Excise tax on investment income
- $127
Balance sheet and other
- Total assets, start of year
- $433,246
- Total assets, end of year
- $453,041
- Total liabilities, end of year
- $2,351
- Net assets, end of year
- $450,690
- Fair market value of assets
- $453,041
- Qualifying distributions
- $78,627
- Net investment income
- $9,102
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK WHALEY 907 BUENA VISTA UNIT B, SAN CLEMENTE, CA 92672 | CFO | 0 | $0 |
| DEBRA WHALEY 907 BUENA VISTA UNIT B, SAN CLEMENTE, CA 92672 | CEO | 5 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK WHALEY 907 BUENA VISTA UNIT B, SAN CLEMENTE, CA 92672 | CFO | 0 | $0 |
| DEBRA WHALEY 907 BUENA VISTA UNIT B, SAN CLEMENTE, CA 92672 | CEO | 5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK WHALEY 907 BUENA VISTA UNIT B, SAN CLEMENTE, CA 92672 | CFO | 0 | $0 |
| DEBRA WHALEY 907 BUENA VISTA UNIT B, SAN CLEMENTE, CA 92672 | CEO | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 907 BUENA VISTA APT B, SAN CLEMENTE, CA 92672-5009
- Signed the 990-PF
- MARK WHALEY, CFO
- Phone
- (949) 292-2048
- Return prepared by
- HELFMAN DAVIS & ASSOCIATES
California records
California keeps its own records of charities and corporations. Search them by EIN 20-5961609 or by the name WHALEY WINGS FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 | 990-PF 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
- 20-5961609
- 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
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $453,041
- Income (IRS master file)
- $109,102
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $109,102 | $81,658 | $453,041 | IRS |
| 990-PF | December 2024 | $106,311 | $68,401 | $433,246 | IRS |
| 990-PF | December 2023 | $105,776 | $58,959 | $385,336 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 20-5961609).
Questions about WHALEY WINGS FOUNDATION
- What is the EIN of WHALEY WINGS FOUNDATION?
- The employer identification number (EIN) of WHALEY WINGS FOUNDATION is 20-5961609.
- Is WHALEY WINGS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to WHALEY WINGS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WHALEY WINGS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WHALEY WINGS 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 WHALEY WINGS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of WHALEY WINGS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does WHALEY WINGS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $109,102, expenses of $81,658 and total assets of $453,041 at year end.
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