Nonprofit · EIN 23-7289515
WHITAKER FUND
Tax-exempt · SAN DIEGO, CA 92106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2026 | 990-PF | $430,535 | $1,419,079 | -$988,544 | $0 | $0 | $0 |
| December 31, 2025 | 990-PF | $119,811 | $83,638 | $36,173 | $1,205,260 | $0 | $1,205,260 |
| December 31, 2024 | 990-PF | $72,600 | $75,456 | -$2,856 | $952,370 | $0 | $952,370 |
Financial details: 990-PF for the year ended July 31, 2026
Revenue
- Dividends
- $14,111
- Net gain from sales of assets
- $416,424
Expenses
- Grants and similar amounts paid
- $1,384,572
- Compensation of officers, directors and key employees
- $10,000
- Disbursements for charitable purposes
- $1,398,933
- Excise tax on investment income
- $5,785
Balance sheet and other
- Total assets, start of year
- $1,205,260
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets, end of year
- $0
- Qualifying distributions
- $1,398,933
- Net investment income
- $430,535
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 July 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN K WRIGHT 2266 WILLOW ST, SAN DIEGO, CA 92106 | Secretary/Treas | 2 | $10,000 |
| FRED C WHITAKER JR 2266 WILLOW ST, SAN DIEGO, CA 92106 | President | 2 | $0 |
990-PF for the year ended December 31, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN K WRIGHT 2266 WILLOW ST, SAN DIEGO, CA 92106 | Secretary/Treas | 2 | $5,000 |
| FRED C WHITAKER JR 2266 WILLOW ST, SAN DIEGO, CA 92106 | President | 2 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN K WRIGHT 2266 WILLOW ST, SAN DIEGO, CA 92106 | Secretary/Treas | 2 | $5,000 |
| FRED C WHITAKER JR 2266 WILLOW ST, SAN DIEGO, CA 92106 | President | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 2266 WILLOW ST, SAN DIEGO, CA 92106-1642
- In care of
- % JOHNATHAN K WRIGHT
- Signed the 990-PF
- JONATHAN K WRIGHT, Secretary
- Phone
- (619) 322-5741
- Return prepared by
- Leaf & Cole LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7289515 or by the name WHITAKER FUND.
- 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
- 23-7289515
- 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
- 1980
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,205,260
- Income (IRS master file)
- $229,767
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2026 | $430,535 | $1,419,079 | $0 | XML |
| 990-PF | December 2025 | $119,811 | $83,638 | $1,205,260 | XML |
| 990-PF | December 2024 | $72,600 | $75,456 | $952,370 | IRS |
| 990-PF | December 2023 | $51,241 | $70,649 | $955,226 | IRS |
| 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 23-7289515).
Questions about WHITAKER FUND
- What is the EIN of WHITAKER FUND?
- The employer identification number (EIN) of WHITAKER FUND is 23-7289515.
- Is WHITAKER FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to WHITAKER FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WHITAKER FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WHITAKER FUND 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 WHITAKER FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2026.
- Who are the officers and directors of WHITAKER FUND?
- The 990-PF for the year ended July 31, 2026 lists 2 people; 1 received compensation from the organization, the highest $10,000 (JONATHAN K WRIGHT, Secretary/Treas).
- How much revenue does WHITAKER FUND have?
- On its 990-PF for the year ended July 31, 2026 it reported revenue of $430,535, expenses of $1,419,079 and total assets of $0 at year end.
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