Nonprofit · EIN 26-1595574
WHELAN FOUNDATION INC
Tax-exempt · HALESITE, NY 11743
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2024 | 990-PF | $211,454 | $186,912 | $24,542 | $2,048,477 | $0 | $2,048,477 |
Financial details: 990-PF for the year ended September 30, 2024
Revenue
- Contributions, gifts and grants
- $132,174
- Dividends
- $57,264
- Interest
- $21,558
- Net gain from sales of assets
- $458
Expenses
- Grants and similar amounts paid
- $141,634
- Excise tax on investment income
- $593
Balance sheet and other
- Total assets, start of year
- $2,026,457
- Total assets, end of year
- $2,048,477
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,048,477
- Fair market value of assets
- $3,441,174
- Net investment income
- $57,824
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 September 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBORAH WHELAN 25 WOODLAND DRIVE, HUNTINGTON, NY 11743 | PRESIDENT | 10 | $0 |
| MATTHEW WHELAN 25 WOODLAND DRIVE, HUNTINGTON, NY 11743 | DIRECTOR | 0 | $0 |
| LOUIS F DEMARS 275 HILLSIDE AVE, WILLISTON PARK, NY 11596 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 25 WOODLAND DR, HALESITE, NY 11743-1124
- Signed the 990-PF
- DEBORAH WHELAN, PRESIDENT
- Phone
- (516) 248-9100
- Return prepared by
- AVM DEMARS CPAS LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | Not on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 26-1595574
- 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
- 2008
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,048,477
- Income (IRS master file)
- $211,454
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2024 | $211,454 | $186,912 | $2,048,477 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about WHELAN FOUNDATION INC
- What is the EIN of WHELAN FOUNDATION INC?
- The employer identification number (EIN) of WHELAN FOUNDATION INC is 26-1595574.
- Is WHELAN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to WHELAN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WHELAN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WHELAN FOUNDATION INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WHELAN FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2024.
- Who are the officers and directors of WHELAN FOUNDATION INC?
- The 990-PF for the year ended September 30, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does WHELAN FOUNDATION INC have?
- On its 990-PF for the year ended September 30, 2024 it reported revenue of $211,454, expenses of $186,912 and total assets of $2,048,477 at year end.
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