Nonprofit · EIN 81-0788122
KENNETH WHALEN FAMILY FOUNDATION
Tax-exempt · SAN DIEGO, CA 92109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $4,072,565 | $1,745,803 | $2,326,762 | $39,751,531 | $31,079 | $39,720,452 |
| September 30, 2024 | 990-PF | $1,482,706 | $1,765,796 | -$283,090 | $38,941,631 | $20,579 | $38,921,052 |
| September 30, 2023 | 990-PF | $353,530 | $1,857,755 | -$1,504,225 | $32,726,130 | $26,003 | $32,700,127 |
| September 30, 2022 | 990-PF | $1,492,256 | $2,009,242 | -$516,986 | $31,467,374 | $25,773 | $31,441,601 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $817,463
- Net gain from sales of assets
- $3,255,102
Expenses
- Grants and similar amounts paid
- $1,530,094
- Disbursements for charitable purposes
- $1,720,803
- Excise tax on investment income
- $56,261
Balance sheet and other
- Total assets, start of year
- $38,941,631
- Total assets, end of year
- $39,751,531
- Total liabilities, end of year
- $31,079
- Net assets, end of year
- $39,720,452
- Fair market value of assets
- $39,751,530
- Qualifying distributions
- $1,720,803
- Net investment income
- $4,072,565
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAULA WHALEN 864 GRAND AVENUE PMB 504, SAN DIEGO, CA 92109 | President & CEO | 1 | $0 |
| ALBA WYLIE 911 PACIFIC BEACH DRIVE, SAN DIEGO, CA 92109 | Secretary & Tre | 1 | $0 |
990-PF for the year ended September 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAULA WHALEN 864 GRAND AVENUE PMB 504, SAN DIEGO, CA 92109 | President & CEO | 1 | $0 |
| ALBA WYLIE 911 PACIFIC BEACH DRIVE, SAN DIEGO, CA 92109 | Secretary & Tre | 1 | $0 |
990-PF for the year ended September 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAULA WHALEN 864 GRAND AVENUE PMB 504, SAN DIEGO, CA 92109 | President & CEO | 1 | $0 |
| ALBA WYLIE 911 PACIFIC BEACH DRIVE, SAN DIEGO, CA 92109 | Secretary & Tre | 1 | $0 |
990-PF for the year ended September 30, 2022: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAULA WHALEN 864 GRAND AVENUE PMB 504, SAN DIEGO, CA 92109 | President & CEO | 1 | $0 |
| ALBA WYLIE 911 PACIFIC BEACH DRIVE, SAN DIEGO, CA 92109 | Secretary & Tre | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 864 GRAND AVE PMB 504, SAN DIEGO, CA 92109-3906
- In care of
- % THE GOLDMAN SACHS TRUST COMPANY
- Signed the 990-PF
- PAULA WHALEN, President & CEO
- Phone
- (619) 997-9945
- Return prepared by
- Nasella Mathis & Associates
California records
California keeps its own records of charities and corporations. Search them by EIN 81-0788122 or by the name KENNETH WHALEN FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 81-0788122
- 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
- 2017
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $39,751,531
- Income (IRS master file)
- $24,569,174
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $4,072,565 | $1,745,803 | $39,751,531 | XML |
| 990-PF | September 2024 | $1,482,706 | $1,765,796 | $38,941,631 | XML |
| 990-PF | September 2023 | $353,530 | $1,857,755 | $32,726,130 | XML |
| 990-PF | September 2022 | $1,492,256 | $2,009,242 | $31,467,374 | XML |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 81-0788122).
Questions about KENNETH WHALEN FAMILY FOUNDATION
- What is the EIN of KENNETH WHALEN FAMILY FOUNDATION?
- The employer identification number (EIN) of KENNETH WHALEN FAMILY FOUNDATION is 81-0788122.
- Is KENNETH WHALEN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to KENNETH WHALEN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KENNETH WHALEN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KENNETH WHALEN FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KENNETH WHALEN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of KENNETH WHALEN FAMILY FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does KENNETH WHALEN FAMILY FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $4,072,565, expenses of $1,745,803 and total assets of $39,751,531 at year end.
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