Nonprofit · EIN 27-3120778
WHELAN FAMILY FOUNDATION INC
Tax-exempt · VERO BEACH, FL 32963
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $7,662 | $21,984 | -$14,322 | $130,672 | $0 | $130,672 |
| December 31, 2023 | 990-PF | $3,683 | $21,023 | -$17,340 | $144,192 | $0 | $144,192 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $4,926
- Interest
- $1,315
- Net gain from sales of assets
- $1,421
Expenses
- Grants and similar amounts paid
- $18,050
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $18,050
- Excise tax on investment income
- $70
Balance sheet and other
- Total assets, start of year
- $144,192
- Total assets, end of year
- $130,672
- Total liabilities, end of year
- $0
- Net assets, end of year
- $130,672
- Fair market value of assets
- $140,390
- Qualifying distributions
- $18,050
- Net investment income
- $7,662
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 |
|---|---|---|---|
| WILLIAM N WHELAN III 13635 DEERING BAY DRIVE UNIT 264, CORAL GABLES, FL 33158 | PRESIDENT,TREASURER,DIRECT | 10 | $0 |
| JEAN F WHELAN 13635 DEERING BAY DRIVE UNIT 264, CORAL GABLES, FL 33158 | SECRETARY & DIRECTOR | 10 | $0 |
| MARK G SHUB ESQ SHUBANDERSONPC-ONE WASHINGTON, MALL7TH FL, BOSTON, MA 02108 | DIRECTOR | 5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM N WHELAN III 13635 DEERING BAY DRIVE UNIT 264, CORAL GABLES, FL 33158 | PRESIDENT,TREASURER,DIRECT | 10 | $0 |
| JEAN F WHELAN 13635 DEERING BAY DRIVE UNIT 264, CORAL GABLES, FL 33158 | SECRETARY & DIRECTOR | 10 | $0 |
| MARK G SHUB ESQ SHUBANDERSONPC-ONE WASHINGTON, MALL7TH FL, BOSTON, MA 02108 | DIRECTOR | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 9037 SOMERSET BAY LN APT 401, VERO BEACH, FL 32963-5615
- Signed the 990-PF
- WILLIAM N WHELAN III, PRESIDENT
- Phone
- (508) 789-5321
- Return prepared by
- CLIFTONLARSONALLEN 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 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
- 27-3120778
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $130,672
- Income (IRS master file)
- $21,182
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $7,662 | $21,984 | $130,672 | IRS |
| 990-PF | December 2023 | $3,683 | $21,023 | $144,192 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 27-3120778).
Questions about WHELAN FAMILY FOUNDATION INC
- What is the EIN of WHELAN FAMILY FOUNDATION INC?
- The employer identification number (EIN) of WHELAN FAMILY FOUNDATION INC is 27-3120778.
- Is WHELAN FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to WHELAN FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WHELAN FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WHELAN FAMILY FOUNDATION INC 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 WHELAN FAMILY FOUNDATION INC 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 WHELAN FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does WHELAN FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $7,662, expenses of $21,984 and total assets of $130,672 at year end.
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All nonprofits in VERO BEACH · Florida · Philanthropy, voluntarism and grantmaking foundations