Nonprofit · EIN 81-5256238
JOSEPH & DESIREE WHITNEY FAMILY FOUNDATION
Tax-exempt · BOERNE, TX 78006
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $158,715 | $202,256 | -$43,541 | $2,595,384 | $0 | $2,595,384 |
| December 31, 2024 | 990-PF | $208,113 | $232,361 | -$24,248 | $2,611,134 | $0 | $2,611,134 |
| December 31, 2023 | 990-PF | $157,520 | $217,925 | -$60,405 | $2,643,483 | $0 | $2,643,483 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $158,715
Expenses
- Grants and similar amounts paid
- $153,215
- Disbursements for charitable purposes
- $202,256
Balance sheet and other
- Total assets, start of year
- $2,611,134
- Total assets, end of year
- $2,595,384
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,595,384
- Fair market value of assets
- $4,266,367
- Qualifying distributions
- $202,256
- Net investment income
- $5
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 |
|---|---|---|---|
| JOSEPH WHITNEY 547 CORDILLERA TRACE, BOERNE, TX 78006 | PRESIDENT | 1 | $0 |
| DESIREE WHITNEY 547 CORDILLERA TRACE, BOERNE, TX 78006 | TREASURER | 2 | $0 |
| NICHOLAS HELLER 547 CORDILLERA TRACE, BOERNE, TX 78006 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH WHITNEY 547 CORDILLERA TRACE, BOERNE, TX 78006 | PRESIDENT | 1 | $0 |
| DESIREE WHITNEY 547 CORDILLERA TRACE, BOERNE, TX 78006 | TREASURER | 2 | $0 |
| NICHOLAS HELLER 547 CORDILLERA TRACE, BOERNE, TX 78006 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH WHITNEY 547 CORDILLERA TRACE, BOERNE, TX 78006 | PRESIDENT | 1 | $0 |
| DESIREE WHITTNEY 547 CORDILLERA TRACE, BOERNE, TX 78006 | TREASURER | 2 | $0 |
| NICHOLAS HELLER 547 CORDILLERA TRACE, BOERNE, TX 78006 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 547 CORDILLERA TRCE, BOERNE, TX 78006-4203
- In care of
- % DESIREE WHITNEY
- Signed the 990-PF
- DESIREE WHITNEY, TREASURER
- Phone
- (612) 597-4585
- Return prepared by
- DON DRONE ACCOUNTING
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
- 81-5256238
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,595,384
- Income (IRS master file)
- $158,715
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $158,715 | $202,256 | $2,595,384 | XML |
| 990-PF | December 2024 | $208,113 | $232,361 | $2,611,134 | IRS |
| 990-PF | December 2023 | $157,520 | $217,925 | $2,643,483 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 81-5256238).
Questions about JOSEPH & DESIREE WHITNEY FAMILY FOUNDATION
- What is the EIN of JOSEPH & DESIREE WHITNEY FAMILY FOUNDATION?
- The employer identification number (EIN) of JOSEPH & DESIREE WHITNEY FAMILY FOUNDATION is 81-5256238.
- Is JOSEPH & DESIREE WHITNEY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to JOSEPH & DESIREE WHITNEY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH & DESIREE WHITNEY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH & DESIREE WHITNEY FAMILY 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 & DESIREE WHITNEY FAMILY 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 & DESIREE WHITNEY FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JOSEPH & DESIREE WHITNEY FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $158,715, expenses of $202,256 and total assets of $2,595,384 at year end.
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