Nonprofit · EIN 23-7346102
WHOLE SYSTEMS FOUNDATION
Tax-exempt · PORT TOWNSEND, WA 98368
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $55,333 | $30,732 | $24,601 | $453,975 | $0 | $453,975 |
| December 31, 2023 | 990-PF | $25,621 | $32,946 | -$7,325 | $429,378 | $4 | $429,374 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $7,000
- Dividends
- $6,708
- Interest
- $4,900
- Net rental income
- $2,848
- Other income
- $33,877
Expenses
- Grants and similar amounts paid
- $29,000
- Disbursements for charitable purposes
- $29,000
- Excise tax on investment income
- $201
Balance sheet and other
- Total assets, start of year
- $429,378
- Total assets, end of year
- $453,975
- Total liabilities, end of year
- $0
- Net assets, end of year
- $453,975
- Qualifying distributions
- $29,000
- Net investment income
- $14,456
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 |
|---|---|---|---|
| NORTON SMITH 200 CUB ROAD, PORT TOWNSEND, WA 98368 | TREASURER | 0 | $0 |
| ZACHARY SMITH 49 VAL PARAISO, SAN FRANCISCO, CA 94133 | Vice President | 0 | $0 |
| MELANIE SMITH 9316 SW ABALONE ST, SOUTH BEACH, OR 97366 | President | 0 | $0 |
| ADAM SMITH 537 QUAIL RUN DR, BORREGO SPRINGS, CA 92004 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NORTON SMITH 200 CUB ROAD, PORT TOWNSEND, WA 98368 | TREASURER | 0 | $0 |
| ZACHARY SMITH 49 VAL PARAISO, SAN FRANCISCO, CA 94133 | Vice President | 0 | $0 |
| MELANIE SMITH 9316 SW ABALONE ST, SOUTH BEACH, OR 97366 | President | 0 | $0 |
| ADAM SMITH 537 QUAIL RUN DR, BORREGO SPRINGS, CA 92004 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 200 CUB RD, PORT TOWNSEND, WA 98368-9674
- In care of
- % NORTON L SMITH
- Signed the 990-PF
- NORTON SMITH, TREASURER
- Phone
- (541) 660-4927
- Return prepared by
- Gooding Ohara & Mackey P S
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
- 23-7346102
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1974
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $453,975
- Income (IRS master file)
- $55,333
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $55,333 | $30,732 | $453,975 | IRS |
| 990-PF | December 2023 | $25,621 | $32,946 | $429,378 | 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 23-7346102).
Questions about WHOLE SYSTEMS FOUNDATION
- What is the EIN of WHOLE SYSTEMS FOUNDATION?
- The employer identification number (EIN) of WHOLE SYSTEMS FOUNDATION is 23-7346102.
- Is WHOLE SYSTEMS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to WHOLE SYSTEMS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does WHOLE SYSTEMS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WHOLE SYSTEMS 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 WHOLE SYSTEMS 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 WHOLE SYSTEMS FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does WHOLE SYSTEMS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $55,333, expenses of $30,732 and total assets of $453,975 at year end.
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