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Nonprofit · EIN 38-1558108

JOHN AND ELIZABETH WHITELEY FOUNDATION

Tax-exempt · OKEMOS, MI 48805

Financials

$21K$68K2023$57K$69K2024$74K$79K2025
Revenue Expenses · by fiscal year end
Financials of JOHN AND ELIZABETH WHITELEY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$74,487$78,526-$4,039$1,310,046$173$1,309,873
December 31, 2024990-PF$56,606$68,870-$12,264$1,237,036$0$1,237,036
December 31, 2023990-PF$20,798$68,261-$47,463$1,211,042$0$1,211,042
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$35,823
Interest
$4,439
Net gain from sales of assets
$34,225

Expenses

Grants and similar amounts paid
$61,700
Compensation of officers, directors and key employees
$14,400
Disbursements for charitable purposes
$73,730
Excise tax on investment income
$983

Balance sheet and other

Total assets, start of year
$1,237,036
Total assets, end of year
$1,310,046
Total liabilities, end of year
$173
Net assets, end of year
$1,309,873
Fair market value of assets
$1,310,046
Qualifying distributions
$73,730
Net investment income
$74,487

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
STEPHEN D PLUMB
PO BOX 341, OKEMOS, MI 48864
PRESIDENT/TREASURER5$4,800
GEORGE J PETROFF
PO BOX 367, HASLETT, MI 48840
SECRETARY5$4,800
DAVID E FELDPAUSCH
6576 W STOLL RD, LANSING, MI 48906
DIRECTOR5$4,800
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
STEPHEN D PLUMB
PO BOX 341, OKEMOS, MI 48864
PRESIDENT/TREASURER5$4,800
GEORGE J PETROFF
PO BOX 367, HASLETT, MI 48840
SECRETARY5$4,800
DAVID E FELDPAUSCH
6576 W STOLL RD, LANSING, MI 48906
DIRECTOR5$4,800
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
STEPHEN D PLUMB
PO BOX 341, OKEMOS, MI 48864
PRESIDENT/TREASURER5$4,800
GEORGE J PETROFF
PO BOX 367, HASLETT, MI 48840
SECRETARY5$4,800
JAMES L HICKS
7120 CREEKSIDE DR, LANSING, MI 48917
DIRECTOR5$3,600
DAVID E FELDPAUSCH
6576 W STOLL RD, LANSING, MI 48906
DIRECTOR5$800

Address and contacts

Address (IRS master file)
PO BOX 341, OKEMOS, MI 48805-0341
In care of
% AMERICAN BANK & TRUST CO
Signed the 990-PF
STEPHEN D PLUMB, PRESIDENT
Phone
(517) 420-5790
Return prepared by
CLARK SCHAEFER HACKETT & CO

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
38-1558108
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
1959
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,310,046
Income (IRS master file)
$289,190

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$74,487$78,526$1,310,046XML
990-PFDecember 2024$56,606$68,870$1,237,036XML
990-PFDecember 2023$20,798$68,261$1,211,042XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 38-1558108).

Questions about JOHN AND ELIZABETH WHITELEY FOUNDATION

What is the EIN of JOHN AND ELIZABETH WHITELEY FOUNDATION?
The employer identification number (EIN) of JOHN AND ELIZABETH WHITELEY FOUNDATION is 38-1558108.
Is JOHN AND ELIZABETH WHITELEY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
Are donations to JOHN AND ELIZABETH WHITELEY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN AND ELIZABETH WHITELEY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN AND ELIZABETH WHITELEY 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 JOHN AND ELIZABETH WHITELEY 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 JOHN AND ELIZABETH WHITELEY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $4,800 (STEPHEN D PLUMB, PRESIDENT/TREASURER).
How much revenue does JOHN AND ELIZABETH WHITELEY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $74,487, expenses of $78,526 and total assets of $1,310,046 at year end.

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