Nonprofit · EIN 30-0262001
WHITAKER FOUNDATION INC
Tax-exempt · LEXINGTON, KY 40511
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $853,791 | $1,083,835 | -$230,044 | $22,057,604 | $0 | $22,057,604 |
| December 31, 2024 | 990-PF | $1,988,245 | $1,138,652 | $849,593 | $20,475,102 | $0 | $20,475,102 |
| December 31, 2023 | 990-PF | $807,002 | $937,850 | -$130,848 | $19,226,687 | $0 | $19,226,687 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $604,794
- Net gain from sales of assets
- $248,997
Expenses
- Grants and similar amounts paid
- $971,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $972,000
- Excise tax on investment income
- $10,983
Balance sheet and other
- Total assets, start of year
- $20,475,102
- Total assets, end of year
- $22,057,604
- Total liabilities, end of year
- $0
- Net assets, end of year
- $22,057,604
- Fair market value of assets
- $22,057,604
- Qualifying distributions
- $972,000
- Net investment income
- $859,454
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 |
|---|---|---|---|
| JACK E WHITAKER PO BOX 14037, LEXINGTON, KY 405124037 | PRESIDENT | 0.5 | $0 |
| JACQUELIN W MURPHY PO BOX 14037, LEXINGTON, KY 405124037 | VICE PRESIDENT | 0.5 | $0 |
| ANNA W LAKE PO BOX 14037, LEXINGTON, KY 405124037 | TREASURER | 0.5 | $0 |
| ELMER K WHITAKER PO BOX 14037, LEXINGTON, KY 405124037 | SECRETARY | 0.5 | $0 |
| BEVERLY R BALES PO BOX 14037, LEXINGTON, KY 405124037 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACK E WHITAKER PO BOX 14037, LEXINGTON, KY 405124037 | PRESIDENT | 0.5 | $0 |
| JACQUELIN W MURPHY PO BOX 14037, LEXINGTON, KY 405124037 | VICE PRESIDENT | 0.5 | $0 |
| ANNA W LAKE PO BOX 14037, LEXINGTON, KY 405124037 | TREASURER | 0.5 | $0 |
| ELMER K WHITAKER PO BOX 14037, LEXINGTON, KY 405124037 | SECRETARY | 0.5 | $0 |
| BEVERLY R BALES PO BOX 14037, LEXINGTON, KY 405124037 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACK E WHITAKER PO BOX 14037, LEXINGTON, KY 405124037 | PRESIDENT | 0.5 | $0 |
| JACQUELIN W MURPHY PO BOX 14037, LEXINGTON, KY 405124037 | VICE PRESIDENT | 0.5 | $0 |
| ANNA W LAKE PO BOX 14037, LEXINGTON, KY 405124037 | TREASURER | 0.5 | $0 |
| ELMER K WHITAKER PO BOX 14037, LEXINGTON, KY 405124037 | SECRETARY | 0.5 | $0 |
| BEVERLY R BALES PO BOX 14037, LEXINGTON, KY 405124037 | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 2750 PARIS PIKE, LEXINGTON, KY 40511-9570
- In care of
- % ELMER WHITAKER
- Signed the 990-PF
- JACK WHITAKER, PRESIDENT
- Phone
- (859) 299-5246
- Return prepared by
- DEAN DORTON ALLEN FORD PLLC
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
- 30-0262001
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $22,057,604
- Income (IRS master file)
- $867,044
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $853,791 | $1,083,835 | $22,057,604 | XML |
| 990-PF | December 2024 | $1,988,245 | $1,138,652 | $20,475,102 | IRS |
| 990-PF | December 2023 | $807,002 | $937,850 | $19,226,687 | 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 30-0262001).
Questions about WHITAKER FOUNDATION INC
- What is the EIN of WHITAKER FOUNDATION INC?
- The employer identification number (EIN) of WHITAKER FOUNDATION INC is 30-0262001.
- Is WHITAKER FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to WHITAKER FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WHITAKER FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WHITAKER FOUNDATION INC 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 FOUNDATION INC 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 WHITAKER FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does WHITAKER FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $853,791, expenses of $1,083,835 and total assets of $22,057,604 at year end.
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