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Nonprofit · EIN 77-0525013

RONALD WHITTIER FAMILY FOUNDATION

Tax-exempt · PORTOLA VALLY, CA 94028

Financials

$19K$142K2023$10K$165K2024
Revenue Expenses · by fiscal year end
Financials of RONALD WHITTIER FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$9,782$164,571-$154,789$521,300$30,670$490,630
December 31, 2023990-PF$19,370$141,604-$122,234$1,442,226$11,607$1,430,619
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$9,782

Expenses

Grants and similar amounts paid
$64,308
Compensation of officers, directors and key employees
$22,241
Disbursements for charitable purposes
$86,549
Excise tax on investment income
$136

Balance sheet and other

Total assets, start of year
$1,442,226
Total assets, end of year
$521,300
Total liabilities, end of year
$30,670
Net assets, end of year
$490,630
Fair market value of assets
$521,300
Qualifying distributions
$86,549
Net investment income
$9,782

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.

NameTitleHours / weekCompensation
JACQUELINE W KUBICKA
3130 ALPINE ROAD SUITE 288 PMB 602, PORTOLA VALLEY, CA 94028
SECTY/COO15$22,241
RONALD J WHITTIER
3130 ALPINE ROAD SUITE 288 PMB 602, PORTOLA VALLEY, CA 94028
CHAIRMAN0.25$0
JENNIFER L MILLER
3130 ALPINE ROAD SUITE 288 PMB 602, PORTOLA VALLEY, CA 94028
VICE PRESIDENT0.25$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JACQUELINE W KUBICKA
3130 ALPINE ROAD SUITE 288 PMB 602, PORTOLA VALLEY, CA 94028
SECTY/COO15$20,076
RONALD J WHITTIER
3130 ALPINE ROAD SUITE 288 PMB 602, PORTOLA VALLEY, CA 94028
CHAIRMAN0.25$0
JENNIFER L MILLER
3130 ALPINE ROAD SUITE 288 PMB 602, PORTOLA VALLEY, CA 94028
VICE PRESIDENT0.25$0

Address and contacts

Address (IRS master file)
3130 ALPINE RD STE 288 PMB 602, PORTOLA VALLY, CA 94028-7541
In care of
% MS JACQUELINE KUBICKA SECRETARY
Signed the 990-PF
JACQUELINE KUBICKA, SECRETARY/COO
Phone
(650) 948-8268
Return prepared by
MOON & MANDELLA A C

California records

California keeps its own records of charities and corporations. Search them by EIN 77-0525013 or by the name RONALD WHITTIER FAMILY FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
77-0525013
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2001
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$521,300
Income (IRS master file)
$9,782

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$9,782$164,571$521,300XML
990-PFDecember 2023$19,370$141,604$1,442,226XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 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 77-0525013).

Questions about RONALD WHITTIER FAMILY FOUNDATION

What is the EIN of RONALD WHITTIER FAMILY FOUNDATION?
The employer identification number (EIN) of RONALD WHITTIER FAMILY FOUNDATION is 77-0525013.
Is RONALD WHITTIER FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to RONALD WHITTIER FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does RONALD WHITTIER FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of RONALD WHITTIER FAMILY 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 RONALD WHITTIER FAMILY 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 RONALD WHITTIER FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $22,241 (JACQUELINE W KUBICKA, SECTY/COO).
How much revenue does RONALD WHITTIER FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $9,782, expenses of $164,571 and total assets of $521,300 at year end.

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