Nonprofit · EIN 38-6758742
ROBERT J WHALEY TRUST UW 2-8-15
Tax-exempt · COLUMBUS, OH 43216
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $100,610 | $99,966 | $644 | $1,160,271 | $0 | $1,160,271 |
| June 30, 2024 | 990-PF | $203,564 | $93,990 | $109,574 | $1,161,535 | $0 | $1,161,535 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $44,874
- Net gain from sales of assets
- $55,736
Expenses
- Grants and similar amounts paid
- $80,105
- Compensation of officers, directors and key employees
- $13,917
- Disbursements for charitable purposes
- $82,747
- Excise tax on investment income
- $1,220
Balance sheet and other
- Total assets, start of year
- $1,161,535
- Total assets, end of year
- $1,160,271
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,160,271
- Fair market value of assets
- $1,709,594
- Qualifying distributions
- $82,747
- Net investment income
- $100,610
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216 | TRUSTEE | 1 | $13,917 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216 | TRUSTEE | 1 | $13,056 |
Address and contacts
- Address (IRS master file)
- PO BOX 1558, COLUMBUS, OH 43216-1558
- In care of
- % THE RECTOR ST PAULS EPOSCOPAL CHU
- Signed the 990-PF
- HUNTINGTON NATIONAL BANK, VICE PRESIDENT
- Phone
- (810) 766-6987
- Return prepared by
- PWC US TAX 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 38-6758742
- 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
- 2001
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P11)
- Assets (IRS master file)
- $1,160,271
- Income (IRS master file)
- $190,247
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $100,610 | $99,966 | $1,160,271 | XML |
| 990-PF | June 2024 | $203,564 | $93,990 | $1,161,535 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 38-6758742).
Questions about ROBERT J WHALEY TRUST UW 2-8-15
- What is the EIN of ROBERT J WHALEY TRUST UW 2-8-15?
- The employer identification number (EIN) of ROBERT J WHALEY TRUST UW 2-8-15 is 38-6758742.
- Is ROBERT J WHALEY TRUST UW 2-8-15 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to ROBERT J WHALEY TRUST UW 2-8-15 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT J WHALEY TRUST UW 2-8-15 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT J WHALEY TRUST UW 2-8-15 due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT J WHALEY TRUST UW 2-8-15 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of ROBERT J WHALEY TRUST UW 2-8-15?
- The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $13,917 (HUNTINGTON NATIONAL BANK, TRUSTEE).
- How much revenue does ROBERT J WHALEY TRUST UW 2-8-15 have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $100,610, expenses of $99,966 and total assets of $1,160,271 at year end.
Other nonprofits in COLUMBUS
- NATIONAL YOUTH ADVOCATE PROGRAM EIN 34-1404302 · last filed 990 for 2025
- YOUNG MENS CHRISTIAN ASSOCIATION OF CENTRAL OHIO EIN 31-4379594 · last filed 990 for 2025
- ALVIS INC EIN 31-0743167 · last filed 990 for 2024
- COLUMBUS CENTER FOR HUMAN SERVICES INC EIN 31-0996044 · last filed 990 for 2025
- HEINZERLING COMMUNITY EIN 31-0668084 · last filed 990 for 2024
- THE METHODIST RETIREMENT CENTER OF CENTRAL OHIO EIN 31-0711146 · last filed 990 for 2024
- FRIENDSHIP VILLAGE OF COLUMBUS OHIO INC EIN 31-0892356 · last filed 990 for 2025
- GOOD SHEPHERD HOME FOR THE AGED EIN 34-0835584 · last filed 990 for 2025