Nonprofit · EIN 85-4226916
TJ WHALEN MEMORIAL FOUNDATION INC
Tax-exempt · SANTA FE, NM 87506
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $165,477 | $92,178 | $73,299 | $775,869 | $0 | $775,869 |
| December 31, 2023 | 990-PF | $27,614 | $112,182 | -$84,568 | $650,428 | $0 | $650,428 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $121,500
- Dividends
- $7,988
- Interest
- $10,446
- Net gain from sales of assets
- $25,543
Expenses
- Grants and similar amounts paid
- $63,500
- Disbursements for charitable purposes
- $86,312
- Excise tax on investment income
- $530
Balance sheet and other
- Total assets, start of year
- $650,428
- Total assets, end of year
- $775,869
- Total liabilities, end of year
- $0
- Net assets, end of year
- $775,869
- Fair market value of assets
- $775,869
- Qualifying distributions
- $86,312
- Net investment income
- $43,977
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 |
|---|---|---|---|
| ROBERT WHALEN 35 FERMIER RD, WILLINGTON, CT 06279 | PRESIDENT & | 0 | $0 |
| MARYJO WHALEN 35 FERMIER RD, WILLINGTON, CT 06279 | SECRETARY & | 0 | $0 |
| DR JOHN ANDREOLI 25 PINE BROOK LANE, WEST HARTFORD, CT 06107 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT WHALEN 35 FERMIER RD, WILLINGTON, CT 06279 | PRESIDENT & | 0 | $0 |
| MARYJO WHALEN 35 FERMIER RD, WILLINGTON, CT 06279 | SECRETARY & | 0 | $0 |
| DR JOHN ANDREOLI 25 PINE BROOK LANE, WEST HARTFORD, CT 06107 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 62 W WILDFLOWER DR, SANTA FE, NM 87506-0171
- In care of
- % ROBERT WHALEN
- Signed the 990-PF
- ROBERT WHALEN, PRESIDENT & TREAS.
- Phone
- (860) 985-0513
- Website
- TJWHALENFOUNDATION.ORG
- Return prepared by
- KING & LARKIN CPA LLC
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
- 85-4226916
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Voluntary health associations and medical disciplines (G01)
- Assets (IRS master file)
- $775,869
- Income (IRS master file)
- $165,477
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $165,477 | $92,178 | $775,869 | IRS |
| 990-PF | December 2023 | $27,614 | $112,182 | $650,428 | XML |
| 990-PF | December 2022 | – | – | – | 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 85-4226916).
Questions about TJ WHALEN MEMORIAL FOUNDATION INC
- What is the EIN of TJ WHALEN MEMORIAL FOUNDATION INC?
- The employer identification number (EIN) of TJ WHALEN MEMORIAL FOUNDATION INC is 85-4226916.
- Is TJ WHALEN MEMORIAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to TJ WHALEN MEMORIAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does TJ WHALEN MEMORIAL FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TJ WHALEN MEMORIAL FOUNDATION INC 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 TJ WHALEN MEMORIAL FOUNDATION INC 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 TJ WHALEN MEMORIAL FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does TJ WHALEN MEMORIAL FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $165,477, expenses of $92,178 and total assets of $775,869 at year end.
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All nonprofits in SANTA FE · New Mexico · Voluntary health associations and medical disciplines