Nonprofit · EIN 38-6865774
WHITNEY CHARITABLE FOUNDATION TR
Also known as SHIRLEYANN HAVESON TTEE
Tax-exempt · HAMILTON, NJ 08691
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $62,830 | $133,513 | -$70,683 | $1,391,606 | $0 | $1,391,606 |
| December 31, 2024 | 990-PF | $127,483 | $158,702 | -$31,219 | $1,462,289 | $0 | $1,462,289 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $54,931
- Net gain from sales of assets
- $7,899
Expenses
- Grants and similar amounts paid
- $77,980
- Compensation of officers, directors and key employees
- $30,000
- Disbursements for charitable purposes
- $77,980
- Excise tax on investment income
- $105
Balance sheet and other
- Total assets, start of year
- $1,462,289
- Total assets, end of year
- $1,391,606
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,391,606
- Fair market value of assets
- $1,690,076
- Qualifying distributions
- $77,980
- Net investment income
- $62,830
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 ROSS 449 S 12TH ST 1802, TAMPA, FL 33602 | TRUSTEE/DIRECTOR | 1 | $15,000 |
| SCOTT HAVESON 1414 1ST AVE WEST APT 602, SEATTLE, WA 98119 | TRUSTEE/DIRECTOR | 1 | $15,000 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACK ROSS 449 S 12TH ST 1802, TAMPA, FL 33602 | TRUSTEE/DIRECTOR | 1 | $30,000 |
| SCOTT HAVESON 1414 1ST AVE WEST APT 602, SEATTLE, WA 98119 | TRUSTEE/DIRECTOR | 1 | $30,000 |
Address and contacts
- Address (IRS master file)
- 1 AAA DRIVEBUILDING 1A 104, HAMILTON, NJ 08691-0000
- In care of
- % STEVEN A SCIARRETTA
- Signed the 990-PF
- SCOTT HAVESON, TRUSTEE/DIRECTOR
- Phone
- (609) 890-9189
- Return prepared by
- KLATZKIN & COMPANY 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 | 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
- 38-6865774
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,391,606
- Income (IRS master file)
- $765,238
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $62,830 | $133,513 | $1,391,606 | IRS |
| 990-PF | December 2024 | $127,483 | $158,702 | $1,462,289 | IRS |
| 990-PF | December 2023 | $66,124 | $107,422 | $1,493,508 | IRS |
| 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 38-6865774).
Questions about WHITNEY CHARITABLE FOUNDATION TR
- What is the EIN of WHITNEY CHARITABLE FOUNDATION TR?
- The employer identification number (EIN) of WHITNEY CHARITABLE FOUNDATION TR is 38-6865774.
- Is WHITNEY CHARITABLE FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to WHITNEY CHARITABLE FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WHITNEY CHARITABLE FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WHITNEY CHARITABLE FOUNDATION TR 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 WHITNEY CHARITABLE FOUNDATION TR 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 WHITNEY CHARITABLE FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $15,000 (JACK ROSS, TRUSTEE/DIRECTOR).
- How much revenue does WHITNEY CHARITABLE FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $62,830, expenses of $133,513 and total assets of $1,391,606 at year end.
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