Nonprofit · EIN 75-2823240
JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION
Tax-exempt · DALLAS, TX 75230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $561,351 | $490,262 | $71,089 | $725,026 | $0 | $725,026 |
| December 31, 2023 | 990-PF | $814,399 | $386,749 | $427,650 | $838,977 | $306 | $838,671 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $356,911
- Dividends
- $5,663
- Net rental income
- -$144
- Net gain from sales of assets
- $198,766
- Other income
- $11
Expenses
- Grants and similar amounts paid
- $484,095
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $484,845
- Excise tax on investment income
- $2,766
Balance sheet and other
- Total assets, start of year
- $838,977
- Total assets, end of year
- $725,026
- Total liabilities, end of year
- $0
- Net assets, end of year
- $725,026
- Fair market value of assets
- $725,026
- Qualifying distributions
- $484,845
- Net investment income
- $204,440
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY WHITMAN 11505 HILLCREST, DALLAS, TX 75230 | PRESIDENT | 1 | $0 |
| BONNIE WHITMAN 11505 HILLCREST, DALLAS, TX 75230 | DIRECTOR | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY WHITMAN 11505 HILLCREST, DALLAS, TX 75230 | PRESIDENT | 1 | $0 |
| BONNIE WHITMAN 11505 HILLCREST, DALLAS, TX 75230 | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 11505 HILLCREST RD, DALLAS, TX 75230-3105
- In care of
- % JEFFREY WHITMAN
- Signed the 990-PF
- JEFFERY WHITMAN, PRESIDENT
- Phone
- (214) 890-9980
- Return prepared by
- MILLER GROSSBARD ADVISORS 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 | Not 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
- 75-2823240
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $725,026
- Income (IRS master file)
- $585,121
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $561,351 | $490,262 | $725,026 | XML |
| 990-PF | December 2023 | $814,399 | $386,749 | $838,977 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 75-2823240).
Questions about JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION
- What is the EIN of JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION?
- The employer identification number (EIN) of JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION is 75-2823240.
- Is JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION 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 JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $561,351, expenses of $490,262 and total assets of $725,026 at year end.
Other nonprofits in DALLAS
- COMMUNITIES FOUNDATION OF TEXAS EIN 75-0964565 · last filed 990 for 2025
- THE DALLAS FOUNDATION EIN 75-2890371 · last filed 990 for 2024
- CARL AND MARILYNN THOMA EIN 46-5446388 · last filed 990-PF for 2024
- JOHN AND SUSAN WILDER FOUNDATION EIN 26-0281707 · last filed 990-PF for 2025
- DALLAS CENTER FOR THE PERFORMING ARTS FOUNDATION INC EIN 75-2890923 · last filed 990 for 2025
- DALLAS JEWISH COMMUNITY FOUNDATION EIN 75-2836123 · last filed 990 for 2025
- ADDY FOUNDATION EIN 47-2607515 · last filed 990-PF for 2025
- UNITED WAY OF METROPOLITAN DALLAS INC EIN 75-6005352 · last filed 990 for 2025
All nonprofits in DALLAS · Texas · Philanthropy, voluntarism and grantmaking foundations