Nonprofit · EIN 57-6107128
WHITFIELD FAMILY CHARITABLE TRUST
Also known as WHITFIELD T W & W F JR ET AL TTEES
Tax-exempt (reinstated) · CHARLESTON, SC 29418
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $128,792 | $315,020 | -$186,228 | $2,428,412 | $0 | $2,428,412 |
| November 30, 2024 | 990-PF | $139,060 | $273,402 | -$134,342 | $2,605,641 | $0 | $2,605,641 |
| November 30, 2023 | 990-PF | $164,694 | $261,150 | -$96,456 | $2,463,430 | $0 | $2,463,430 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $67,006
- Interest
- $810
- Net gain from sales of assets
- $60,976
Expenses
- Grants and similar amounts paid
- $287,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $293,116
- Excise tax on investment income
- $1,509
Balance sheet and other
- Total assets, start of year
- $2,605,641
- Total assets, end of year
- $2,428,412
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,428,412
- Fair market value of assets
- $2,428,412
- Qualifying distributions
- $293,116
- Net investment income
- $128,792
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHIRLEY D WHITFIELD 6518 C DORCHESTER ROAD, NORTH CHARLESTON, SC 29418 | TRUSTEE | 3 | $0 |
| TIMOTHY W WHITFIELD 6518 C DORCHESTER ROAD, NORTH CHARLESTON, SC 29418 | TRUSTEE | 1 | $0 |
| WILLIAM F WHITFIELD JR 6518 C DORCHESTER ROAD, NORTH CHARLESTON, SC 29418 | TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHIRLEY D WHITFIELD 6518 C DORCHESTER ROAD, NORTH CHARLESTON, SC 29418 | TRUSTEE | 3 | $0 |
| TIMOTHY W WHITFIELD 6518 C DORCHESTER ROAD, NORTH CHARLESTON, SC 29418 | TRUSTEE | 1 | $0 |
| WILLIAM F WHITFIELD JR 6518 C DORCHESTER ROAD, NORTH CHARLESTON, SC 29418 | TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHIRLEY D WHITFIELD 6518 C DORCHESTER ROAD, NORTH CHARLESTON, SC 29418 | TRUSTEE | 3 | $0 |
| TIMOTHY W WHITFIELD 6518 C DORCHESTER ROAD, NORTH CHARLESTON, SC 29418 | TRUSTEE | 1 | $0 |
| WILLIAM F WHITFIELD JR 6518 C DORCHESTER ROAD, NORTH CHARLESTON, SC 29418 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6518 DORCHESTER RD STE C, CHARLESTON, SC 29418-5100
- Signed the 990-PF
- SHIRLEY WHITFIELD, PRESIDENT
- Phone
- (843) 552-6615
- Return prepared by
- ELLIOTT DAVIS ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 57-6107128
- 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
- 2019
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T19)
- Assets (IRS master file)
- $2,428,412
- Income (IRS master file)
- $196,170
Revocation and reinstatement
- Exemption revoked
- April 15, 2015
- Posted by the IRS
- July 13, 2015
- Reinstated
- Effective April 15, 2015
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $128,792 | $315,020 | $2,428,412 | XML |
| 990-PF | November 2024 | $139,060 | $273,402 | $2,605,641 | XML |
| 990-PF | November 2023 | $164,694 | $261,150 | $2,463,430 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 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 57-6107128).
Questions about WHITFIELD FAMILY CHARITABLE TRUST
- What is the EIN of WHITFIELD FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of WHITFIELD FAMILY CHARITABLE TRUST is 57-6107128.
- Is WHITFIELD FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS revoked its exemption on April 15, 2015 and reinstated it effective April 15, 2015.
- Are donations to WHITFIELD FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WHITFIELD FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WHITFIELD FAMILY CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WHITFIELD FAMILY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of WHITFIELD FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended November 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does WHITFIELD FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $128,792, expenses of $315,020 and total assets of $2,428,412 at year end.
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