Nonprofit · EIN 58-2364560
KATZ-HELEN AND RAY WHITTLE JR FOUNDATION INC
Tax-exempt · ST SIMONS IS, GA 31522
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $227,082 | $146,779 | $80,303 | $1,079,857 | $2,235 | $1,077,622 |
| December 31, 2023 | 990 | $168,587 | $157,673 | $10,914 | $999,450 | $2,131 | $997,319 |
| December 31, 2022 | 990 | $164,653 | $153,855 | $10,798 | $988,446 | $2,041 | $986,405 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $133,349
- Program service revenue
- $0
- Investment income
- $90,572
- Net gain from sales of assets
- $43,404
- Other revenue
- $3,161
Expenses
- Grants and similar amounts paid
- $75,625
- Compensation of officers, directors and key employees
- $27,783
- Other salaries and wages
- $9,261
- Salaries, compensation and benefits (total)
- $39,878
- Professional fundraising fees
- $0
- Occupancy
- $4,566
- Travel
- $2,021
- Program services (functional)
- $139,799
- Management and general (functional)
- $6,980
Balance sheet and other
- Total assets, start of year
- $999,450
- Total assets, end of year
- $1,079,857
- Total liabilities, end of year
- $2,235
- Net assets, end of year
- $1,077,622
- Publicly traded securities
- $1,027,035
- Gross receipts
- $230,021
- Employees
- 2
- Year formed
- 1997
- State of legal domicile
- GA
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kelly Howe | Executive Dir. Officer | 0.8 | $27,783 |
| BEN HARTMAN | Chairman Trustee or director, Officer | 0.8 | $0 |
| Senetra Haywood | Director Trustee or director | 0.8 | $0 |
| JERRY W HARPER | Treasurer Trustee or director, Officer | 0.8 | $0 |
| ROSEMARY MAULDEN | Secretary Trustee or director, Officer | 0.8 | $0 |
| Annie Franklin Arvin | Director Trustee or director | 0.8 | $0 |
| GERRY EGGER | Vice-Chairman Trustee or director, Officer | 0.8 | $0 |
| ALICE KEEN | Director Trustee or director | 0.8 | $0 |
| MELISSA H WILLIAMS | Director Trustee or director | 0.8 | $0 |
| SCOTT SPENCE | Director Trustee or director | 0.8 | $0 |
| JIM PULOS | Director Trustee or director | 0.8 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kelly Howe | Executive Dir. Officer | 0.8 | $26,460 |
| BEN HARTMAN | Chairman Trustee or director, Officer | 0.8 | $0 |
| Senetra Haywood | Director Trustee or director | 0.8 | $0 |
| JERRY W HARPER | Treasurer Trustee or director, Officer | 0.8 | $0 |
| ROSEMARY MAULDEN | Secretary Trustee or director, Officer | 0.8 | $0 |
| Annie Franklin Arvin | Director Trustee or director | 0.8 | $0 |
| GERRY EGGER | Vice-Chairman Trustee or director | 0.8 | $0 |
| ALICE KEEN | Director Trustee or director | 0.8 | $0 |
| SCOTT SPENCE | Director Trustee or director | 0.8 | $0 |
| JIM PULOS | Director Trustee or director | 0.8 | $0 |
| DOROTHY TAIT | Director Trustee or director | 0.8 | $0 |
990 for the year ended December 31, 2022: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kelly Howe | Executive Dir. Officer | 0.8 | $25,200 |
| BEN HARTMAN | Chairman Trustee or director, Officer | 0.8 | $0 |
| Senetra Haywood | Director Trustee or director | 0.8 | $0 |
| JERRY W HARPER | Treasurer Trustee or director, Officer | 0.8 | $0 |
| ROSEMARY MAULDEN | Secretary Trustee or director, Officer | 0.8 | $0 |
| Annie Franklin Arvin | Director Trustee or director | 0.8 | $0 |
| GERRY EGGER | Vice-Chairman Trustee or director | 0.8 | $0 |
| ALICE KEEN | Director Trustee or director | 0.8 | $0 |
| SCOTT SPENCE | Director Trustee or director | 0.8 | $0 |
| JIM PULOS | Director Trustee or director | 0.8 | $0 |
| DOROTHY TAIT | Director Trustee or director | 0.8 | $0 |
Address and contacts
- Address (IRS master file)
- 101 PLANTATION CHASE, ST SIMONS IS, GA 31522-1622
- In care of
- % HELEN R KATZ
- Principal officer (990 for 2024)
- JERRY W HARPER, 101 PLANTATION CHASE, ST SIMONS ISLAND, GA 31522
- Signed the 990
- JERRY W HARPER, Treasurer
- Phone
- (912) 223-1597
- Website
- katz-whittlefoundation.org
- Return prepared by
- Schell & Hogan LLP
Mission
TO INFLUENCE THE CHARACTER OF CHILDREN AND YOUTH BY PROMOTING THE GOLDEN RULE CHARACTER LAW, "DO UNTO OTHERS AS YOU WOULD HAVE THEM DO UNTO YOU."
Program accomplishments
- THE FOUNDATION AWARDED $50 TO $100 CASH AWARDS TO STUDENTS WHO WERE SELECTED AS BEST DEMONSTRATING THE "GOLDEN RULE" WITHIN THE GLYNN AND MCINTOSH COUNTY GEORGIA SCHOOL SYSTEMS. SPECIAL RECOGNITION AWARDS ARE ALSO GIVEN TO SEVERAL SENIORS THROUGH AN INTERVIEW PROCESS. AWARDS OF $1,000 EACH ARE GIVEN TO VARIOUS SCHOOLS IN GLYNN AND MCINTOSH COUNTY SCHOOL SYSTEMS FOR OUTSTANDING PERFORMANCE IN ENCOURAGING STUDENTS TO LIVE BY THE GOLDEN RULE. THERE ARE ALSO STAFF AWARDS GIVEN TO STAFF FOR DEMONSTRATING AND LIVING THE GOLDEN RULE RANGING FROM $1,000 to $1,500.Expenses $139,799 · grants $75,625
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 58-2364560
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X99Z)
- Assets (IRS master file)
- $1,079,857
- Income (IRS master file)
- $230,021
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $227,082 | $146,779 | $1,079,857 | IRS |
| 990 | December 2023 | $168,587 | $157,673 | $999,450 | XML |
| 990 | December 2022 | $164,653 | $153,855 | $988,446 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | 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 58-2364560).
Questions about KATZ-HELEN AND RAY WHITTLE JR FOUNDATION INC
- What is the EIN of KATZ-HELEN AND RAY WHITTLE JR FOUNDATION INC?
- The employer identification number (EIN) of KATZ-HELEN AND RAY WHITTLE JR FOUNDATION INC is 58-2364560.
- Is KATZ-HELEN AND RAY WHITTLE JR FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to KATZ-HELEN AND RAY WHITTLE JR FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does KATZ-HELEN AND RAY WHITTLE JR FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of KATZ-HELEN AND RAY WHITTLE JR FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KATZ-HELEN AND RAY WHITTLE JR FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of KATZ-HELEN AND RAY WHITTLE JR FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names JERRY W HARPER.
- Who are the officers and directors of KATZ-HELEN AND RAY WHITTLE JR FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 11 people; 1 received compensation from the organization, the highest $27,783 (Kelly Howe, Executive Dir.).
- How much revenue does KATZ-HELEN AND RAY WHITTLE JR FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $227,082, expenses of $146,779 and total assets of $1,079,857 at year end.
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