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Nonprofit · EIN 36-4212048

JAY WHIPPLE FAMILY FOUNDATION

Tax-exempt · LAKE FOREST, IL 60045

Financials

$120K$139K2023$169K$251K2024$130K$175K2025
Revenue Expenses · by fiscal year end
Financials of JAY WHIPPLE FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$129,569$174,993-$45,424$832,814$0$832,814
December 31, 2024990-PF$168,584$251,410-$82,826$878,238$0$878,238
December 31, 2023990-PF$119,777$138,926-$19,149$961,064$0$961,064
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$47,590
Net gain from sales of assets
$81,979

Expenses

Grants and similar amounts paid
$161,500
Compensation of officers, directors and key employees
$12,000
Disbursements for charitable purposes
$162,739
Excise tax on investment income
$1,631

Balance sheet and other

Total assets, start of year
$878,238
Total assets, end of year
$832,814
Total liabilities, end of year
$0
Net assets, end of year
$832,814
Fair market value of assets
$3,235,178
Qualifying distributions
$162,739
Net investment income
$129,569

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.

NameTitleHours / weekCompensation
JAY N WHIPPLE III
PO Box 2113 4073 Shore Lane, Boca Grande, FL 339212113
PRES/SEC/TREAS0$0
SARA FROMAN
4893 E Lake Harriet, Minneapolis, MN 55419
DIR0$0
WILLIAM C WHIPPLE
2820 W 82ND STREET, LEAWOOD, KS 66206
DIR0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JAY N WHIPPLE III
PO Box 2113 4073 Shore Lane, Boca Grande, FL 339212113
PRES/SEC/TREAS0$0
SARA FROMAN
1261 EDGEWOOD ROAD, LAKE FOREST, IL 60045
DIR0$0
WILLIAM C WHIPPLE
2820 W 82ND STREET, LEAWOOD, KS 66206
DIR0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JAY N WHIPPLE III
PO Box 2113 4073 Shore Lane, Boca Grande, FL 339212113
PRES/SEC/TREAS0$0
SARA FROMAN
1261 EDGEWOOD ROAD, LAKE FOREST, IL 60045
DIR0$0
WILLIAM C WHIPPLE
2820 W 82ND STREET, LEAWOOD, KS 66206
DIR0$0

Address and contacts

Address (IRS master file)
PO BOX 151, LAKE FOREST, IL 60045-0151
Signed the 990-PF
JAY WHIPPLE, PRESIDENT
Phone
(847) 235-2851
Return prepared by
Michael Lollino

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
36-4212048
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
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$832,814
Income (IRS master file)
$158,517

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$129,569$174,993$832,814XML
990-PFDecember 2024$168,584$251,410$878,238IRS
990-PFDecember 2023$119,777$138,926$961,064XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 36-4212048).

Questions about JAY WHIPPLE FAMILY FOUNDATION

What is the EIN of JAY WHIPPLE FAMILY FOUNDATION?
The employer identification number (EIN) of JAY WHIPPLE FAMILY FOUNDATION is 36-4212048.
Is JAY WHIPPLE FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to JAY WHIPPLE FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAY WHIPPLE FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JAY WHIPPLE FAMILY FOUNDATION 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 JAY WHIPPLE FAMILY FOUNDATION 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 JAY WHIPPLE FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does JAY WHIPPLE FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $129,569, expenses of $174,993 and total assets of $832,814 at year end.

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