Nonprofit · EIN 84-3910246
WONG WHALEN FOUNDATION
Tax-exempt · SANTA CLARA, CA 95051
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $245,861 | $33,856 | $212,005 | $756,728 | $0 | $756,728 |
| December 31, 2024 | 990 | $28,673 | $33,856 | -$5,183 | $469,602 | $0 | $469,602 |
| December 31, 2023 | 990 | $26,100 | $39,678 | -$13,578 | $459,473 | $0 | $459,473 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $227,575
- Program service revenue
- $0
- Investment income
- $18,286
- Net gain from sales of assets
- $4,382
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Management and general (functional)
- $33,856
Balance sheet and other
- Total assets, start of year
- $469,602
- Total assets, end of year
- $756,728
- Total liabilities, end of year
- $0
- Net assets, end of year
- $756,728
- Publicly traded securities
- $384,219
- Net assets without donor restrictions
- $756,728
- Gross receipts
- $384,149
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2019
- State of legal domicile
- CA
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Anne Whalen | President, Treasurer Trustee or director, Officer, Key employee | 2 | $0 |
| Jeffery Whalen | Vice President, Secretary Trustee or director, Officer, Key employee | 2 | $0 |
990 for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Anne Whalen | President, Treasurer Trustee or director, Officer, Key employee | 2 | $0 |
| Jeffery Whalen | Vice President, Secretary Trustee or director, Officer, Key employee | 2 | $0 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Anne Whalen | President, Treasurer Trustee or director, Officer, Key employee | 2 | $0 |
| Jeffery Whalen | Vice President, Secretary Trustee or director, Officer, Key employee | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3300 TRACY DR, SANTA CLARA, CA 95051-6427
- Principal officer (990 for 2025)
- Jeffery Whalen, 3300 Tracy Dr, Santa Clara, CA 95051
- Signed the 990
- Jeffery Whalen, Vice President
- Phone
- (408) 206-0911
California records
California keeps its own records of charities and corporations. Search them by EIN 84-3910246 or by the name WONG WHALEN 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)
Mission
Providing financial education and affordable housing to students and people in need to give them the tools and platform for future success.
Program accomplishments
- Established a simulated monthly obligations program for students to understand cash flow, income and expenses in real life.0
- Work to establish a web presence for the program (work in progress)0
- Established basic curriculum for grade school level financial education0
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 84-3910246
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2020
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $756,728
- Income (IRS master file)
- $384,149
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $245,861 | $33,856 | $756,728 | IRS |
| 990 | December 2024 | $28,673 | $33,856 | $469,602 | IRS |
| 990 | December 2023 | $26,100 | $39,678 | $459,473 | XML |
| 990 | December 2022 | $7,600 | $35,828 | $372,502 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 84-3910246).
Questions about WONG WHALEN FOUNDATION
- What is the EIN of WONG WHALEN FOUNDATION?
- The employer identification number (EIN) of WONG WHALEN FOUNDATION is 84-3910246.
- Is WONG WHALEN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to WONG WHALEN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WONG WHALEN FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WONG WHALEN 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 WONG WHALEN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of WONG WHALEN FOUNDATION?
- The 990 for the year ended December 31, 2025 names Jeffery Whalen.
- Who are the officers and directors of WONG WHALEN FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does WONG WHALEN FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $245,861, expenses of $33,856 and total assets of $756,728 at year end.
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