Nonprofit · EIN 58-2535819
BERTRAM AND PATRICIA WITHAM FOUNDATION INC
Tax-exempt · HILTON HEAD, SC 29928
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $119,309 | $22,401 | $96,908 | $704,559 | $0 | $704,559 |
| December 31, 2024 | 990-PF | $63,664 | $27,900 | $35,764 | $622,932 | $0 | $622,932 |
| December 31, 2023 | 990-PF | $13,386 | $16,188 | -$2,802 | $683,357 | $0 | $683,357 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $11,022
- Interest
- $1,108
- Net gain from sales of assets
- $107,179
Expenses
- Grants and similar amounts paid
- $13,350
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $13,350
- Excise tax on investment income
- $1,549
Balance sheet and other
- Total assets, start of year
- $622,932
- Total assets, end of year
- $704,559
- Total liabilities, end of year
- $0
- Net assets, end of year
- $704,559
- Fair market value of assets
- $797,451
- Qualifying distributions
- $13,350
- Net investment income
- $119,309
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 |
|---|---|---|---|
| JANA W JANEWAY 22 BROAD AXE LANE, WILTON, CT 06897 | DIRECTOR | 0 | $0 |
| BRENDA W MCGINN BRENDA W MCGINN MCG 230 GREENWOOD DRIVE UNIT 349, HILTON HEAD, SC 29928 | DIRECTOR | 0 | $0 |
| MARSHA W WHITMAN 380 SILVERMINE AVENUE, NORWALK, CT 06850 | DIRECTOR | 0 | $0 |
| PATRICA W DAVIS 1365 LA GRANDA, THOUSAND OAKS, CA 91362 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANA W JANEWAY 22 BROAD AXE LANE, WILTON, CT 06897 | DIRECTOR | 0 | $0 |
| BRENDA W MCGINN BRENDA W MCGINN MCG 230 GREENWOOD DRIVE UNIT 349, HILTON HEAD, SC 29928 | DIRECTOR | 0 | $0 |
| MARSHA W WHITMAN 380 SILVERMINE AVENUE, NORWALK, CT 06850 | DIRECTOR | 0 | $0 |
| PATRICA W DAVIS 1365 LA GRANDA, THOUSAND OAKS, CA 91362 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANA W JANEWAY 22 BROAD AXE LANE, WILTON, CT 06897 | DIRECTOR | 0 | $0 |
| BRENDA W MCGINN BRENDA W MCGINN MCG 230 GREENWOOD DRIVE UNIT 349, HILTON HEAD, SC 29928 | DIRECTOR | 0 | $0 |
| MARSHA W WHITMAN 380 SILVERMINE AVENUE, NORWALK, CT 06850 | DIRECTOR | 0 | $0 |
| PATRICA W DAVIS 1365 LA GRANDA, THOUSAND OAKS, CA 91362 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 230 GREENWOOD DR APT 349, HILTON HEAD, SC 29928-4516
- In care of
- % BERTRAM H WITHAM
- Signed the 990-PF
- BRENDA W MCGINN, TRUSTEE/DIRECTOR
- Phone
- (478) 471-9456
- Return prepared by
- SYMPHONA 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
- 58-2535819
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $704,559
- Income (IRS master file)
- $515,247
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $119,309 | $22,401 | $704,559 | IRS |
| 990-PF | December 2024 | $63,664 | $27,900 | $622,932 | IRS |
| 990-PF | December 2023 | $13,386 | $16,188 | $683,357 | XML |
| 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 58-2535819).
Questions about BERTRAM AND PATRICIA WITHAM FOUNDATION INC
- What is the EIN of BERTRAM AND PATRICIA WITHAM FOUNDATION INC?
- The employer identification number (EIN) of BERTRAM AND PATRICIA WITHAM FOUNDATION INC is 58-2535819.
- Is BERTRAM AND PATRICIA WITHAM FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to BERTRAM AND PATRICIA WITHAM FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERTRAM AND PATRICIA WITHAM FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERTRAM AND PATRICIA WITHAM FOUNDATION INC 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 BERTRAM AND PATRICIA WITHAM FOUNDATION INC 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 BERTRAM AND PATRICIA WITHAM FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does BERTRAM AND PATRICIA WITHAM FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $119,309, expenses of $22,401 and total assets of $704,559 at year end.
Other nonprofits in HILTON HEAD
- COMMUNITY FOUNDATION OF THE LOWCOUNTRY INC EIN 57-0756987 · last filed 990 for 2025
- HERITAGE CLASSIC FOUNDATION EIN 57-0835114 · last filed 990 for 2024
- APRIL 30TH FOUNDATION EIN 26-6193208 · last filed 990-PF for 2025
- GLEASON FAMILY FOUNDATION INC EIN 22-3628310 · last filed 990-PF for 2024
- DANIEL O MORRIS SOUTH CAROLINA LOW COUNTRY HERITAGE TRUST EIN 20-4515695 · last filed 990-PF for 2024
- FLORENCE AND GORDON HOLLAND FAMILY FOUNDATION EIN 73-1576866 · last filed 990-PF for 2024
- MARSHALL MILLER FOUNDATION EIN 54-1829427 · last filed 990-PF for 2025
- JACOBS FAM CHARITABLE FOUNDATION TR 121499 EIN 52-7030654 · last filed 990-PF for 2023
All nonprofits in HILTON HEAD · South Carolina · Philanthropy, voluntarism and grantmaking foundations