Nonprofit · EIN 58-6001954
JOSEPH B WHITEHEAD FOUNDATION
Tax-exempt · ATLANTA, GA 30303
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $352,630,813 | $81,954,449 | $270,676,364 | $717,275,390 | $3,470 | $717,271,920 |
| December 31, 2024 | 990-PF | $265,452,577 | $92,123,494 | $173,329,083 | $406,203,252 | $843 | $406,202,409 |
| December 31, 2023 | 990-PF | $86,804,202 | $106,211,060 | -$19,406,858 | $192,205,042 | $530 | $192,204,512 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $54,598,180
- Interest
- $737,522
- Net rental income
- $42,750
- Net gain from sales of assets
- $297,250,111
Expenses
- Grants and similar amounts paid
- $76,134,821
- Compensation of officers, directors and key employees
- $507,761
- Salaries, compensation and benefits (total)
- $236,812
- Disbursements for charitable purposes
- $77,039,660
- Excise tax on investment income
- $4,855,952
Balance sheet and other
- Total assets, start of year
- $406,203,252
- Total assets, end of year
- $717,275,390
- Total liabilities, end of year
- $3,470
- Net assets, end of year
- $717,271,920
- Fair market value of assets
- $2,164,760,493
- Qualifying distributions
- $77,039,660
- Net investment income
- $349,836,500
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 | Other / benefits |
|---|---|---|---|---|
| P Russell Hardin 191 Peachtree St Suite 3540, Atlanta, GA 30303 | President - retired 1/31/2025 | 8 | $214,695 | $3,134 |
| Erik S Johnson 191 Peachtree St Suite 3540, Atlanta, GA 30303 | President - elected 2/1/2025 | 8 | $99,212 | $20,862 |
| Eli P Niepoky 191 Peachtree St Suite 3540, Atlanta, GA 30303 | Treasurer | 8 | $74,774 | $20,920 |
| Sara E Blalock 191 Peachtree St Suite 3540, Atlanta, GA 30303 | Secretary - elected 2/1/2025 | 8 | $51,093 | $14,949 |
| Elizabeth Smith 191 Peachtree St Suite 3540, Atlanta, GA 30303 | Grants Program Direc Highest-paid employee | 8 | $40,874 | $10,041 |
| Sarah Tablan 191 Peachtree St Suite 3540, Atlanta, GA 30303 | Controller Highest-paid employee | 8 | $40,226 | $13,019 |
| E Jenner Wood III 191 Peachtree St Suite 3540, Atlanta, GA 30303 | Trustee- Chair | 3 | $35,000 | $0 |
| Lawrence L Gellerstedt III 191 Peachtree St Suite 3540, Atlanta, GA 30303 | Trustee | 1 | $25,000 | $0 |
| Joseph A Arnold 191 Peachtree St Suite 3540, Atlanta, GA 30303 | Trustee | 1 | $25,000 | $0 |
990-PF for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| P Russell Hardin 191 Peachtree St Suite 3540, Atlanta, GA 30303 | President | 8 | $218,090 | $19,544 |
| Erik S Johnson 191 Peachtree St Suite 3540, Atlanta, GA 30303 | Vice President & Secretary | 8 | $88,816 | $18,956 |
| Eli P Niepoky 191 Peachtree St Suite 3540, Atlanta, GA 30303 | Treasurer | 8 | $75,323 | $20,808 |
| Elizabeth Smith 191 Peachtree St Suite 3540, Atlanta, GA 30303 | Grants Program Direc Highest-paid employee | 8 | $41,846 | $9,667 |
| Sarah Tablan 191 Peachtree St Suite 3540, Atlanta, GA 30303 | Controller Highest-paid employee | 8 | $37,234 | $12,450 |
| E Jenner Wood III 191 Peachtree St Suite 3540, Atlanta, GA 30303 | Trustee- Chair | 3 | $35,000 | $0 |
| Lawrence L Gellerstedt III 191 Peachtree St Suite 3540, Atlanta, GA 30303 | Trustee | 1 | $25,000 | $0 |
| Joseph A Arnold 191 Peachtree St Suite 3540, Atlanta, GA 30303 | Trustee- elected 4/2/2024 | 1 | $18,750 | $0 |
| James B Williams 191 Peachtree St Suite 3540, Atlanta, GA 30303 | Trustee- deceased 1/23/2024 | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| P Russell Hardin 191 Peachtree St Suite 3540, Atlanta, GA 30303 | President | 8 | $123,202 | $18,887 |
| Erik S Johnson 191 Peachtree St Suite 3540, Atlanta, GA 30303 | Vice President & Secretary | 8 | $71,122 | $16,768 |
| Eli P Niepoky 191 Peachtree St Suite 3540, Atlanta, GA 30303 | Treasurer | 8 | $62,356 | $18,946 |
| E Jenner Wood III 191 Peachtree St Suite 3540, Atlanta, GA 30303 | Trustee- Chair | 3 | $35,000 | $1,013 |
| James B Williams 191 Peachtree St Suite 3540, Atlanta, GA 30303 | Trustee- Chair Emeritus | 1 | $25,000 | $1,013 |
| Lawrence L Gellerstedt III 191 Peachtree St Suite 3540, Atlanta, GA 30303 | Trustee | 1 | $25,000 | $1,013 |
Address and contacts
- Address (IRS master file)
- 191 PEACHTREE ST NE STE 3540, ATLANTA, GA 30303-1799
- In care of
- % ERIK S JOHNSON
- Signed the 990-PF
- Erik S Johnson, President
- Phone
- (404) 522-6755
- Website
- www.jbwhitehead.org
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
- 58-6001954
- 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
- 1945
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $717,275,390
- Income (IRS master file)
- $489,143,606
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $352,630,813 | $81,954,449 | $717,275,390 | IRS |
| 990-PF | December 2024 | $265,452,577 | $92,123,494 | $406,203,252 | IRS |
| 990-PF | December 2023 | $86,804,202 | $106,211,060 | $192,205,042 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 58-6001954).
Questions about JOSEPH B WHITEHEAD FOUNDATION
- What is the EIN of JOSEPH B WHITEHEAD FOUNDATION?
- The employer identification number (EIN) of JOSEPH B WHITEHEAD FOUNDATION is 58-6001954.
- Is JOSEPH B WHITEHEAD FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1945.
- Are donations to JOSEPH B WHITEHEAD FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH B WHITEHEAD FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH B WHITEHEAD FOUNDATION 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 JOSEPH B WHITEHEAD FOUNDATION 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 JOSEPH B WHITEHEAD FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 9 people; 9 received compensation from the organization, the highest $214,695 (P Russell Hardin, President - retired 1/31/2025).
- How much revenue does JOSEPH B WHITEHEAD FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $352,630,813, expenses of $81,954,449 and total assets of $717,275,390 at year end.
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