Nonprofit · EIN 92-0836768
WHITTAKER FAMILY FOUNDATION
Tax-exempt · WESTPORT, CT 06880
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $6,130,993 | $513,252 | $5,617,741 | $17,510,522 | $0 | $17,510,522 |
| December 31, 2023 | 990-PF (amended) | $2,116,606 | $494,205 | $1,622,401 | $12,943,908 | $0 | $12,943,908 |
| December 31, 2022 | 990-PF (amended) | $10,052,324 | $0 | $10,052,324 | $10,115,362 | $0 | $10,115,362 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,147,309
- Dividends
- $380,296
- Interest
- $191,448
- Net gain from sales of assets
- $2,411,940
Expenses
- Grants and similar amounts paid
- $420,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $420,000
- Excise tax on investment income
- $37,505
Balance sheet and other
- Total assets, start of year
- $12,943,908
- Total assets, end of year
- $17,510,522
- Total liabilities, end of year
- $0
- Net assets, end of year
- $17,510,522
- Fair market value of assets
- $17,510,522
- Qualifying distributions
- $420,000
- Net investment income
- $2,703,559
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 |
|---|---|---|---|
| STEPHANI B WHITTAKER 1771 POST ROAD EAST BOX 114, WESTPORT, CT 06880 | PRESIDENT | 5 | $0 |
| ANDREW R WHITTAKER 1771 POST ROAD EAST BOX 114, WESTPORT, CT 06880 | TREASURER | 5 | $0 |
| BRUCE J POWERS 1771 POST ROAD EAST BOX 114, WESTPORT, CT 06880 | DIRECTOR | 5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHANI B WHITTAKER 245 BRAMBLY HEDGE CIRCLE, FAIRFIELD, CT 06824 | PRESIDENT | 5 | $0 |
| ANDREW R WHITTAKER 245 BRAMBLY HEDGE CIRCLE, FAIRFIELD, CT 06824 | TREASURER | 5 | $0 |
| BRUCE J POWERS 333 ROBERTS AVE, GLENSIDE, PA 19038 | DIRECTOR | 5 | $0 |
990-PF for the year ended December 31, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHANI B WHITTAKER 245 BRAMBLY HEDGE CIRCLE, FAIRFIELD, CT 06824 | PRESIDENT | 5 | $0 |
| ANDREW R WHITTAKER 245 BRAMBLY HEDGE CIRCLE, FAIRFIELD, CT 06824 | TREASURER | 5 | $0 |
| BRUCE J POWERS 333 ROBERTS AVE, GLENSIDE, PA 19038 | DIRECTOR | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 1771 POST ROAD EAST BOX 114, WESTPORT, CT 06880-5606
- Signed the 990-PF
- STEPHANI WHITTAKER, PRESIDENT
- Phone
- (563) 209-0242
- Return prepared by
- BRAD MCNULTY TAX INC
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
- 92-0836768
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $17,510,522
- Income (IRS master file)
- $8,444,658
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $6,130,993 | $513,252 | $17,510,522 | IRS |
| 990-PF | December 2023 | $2,116,606 | $494,205 | $12,943,908 | XML |
| 990-PF | December 2022 | $10,052,324 | $0 | $10,115,362 | XML |
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 92-0836768).
Questions about WHITTAKER FAMILY FOUNDATION
- What is the EIN of WHITTAKER FAMILY FOUNDATION?
- The employer identification number (EIN) of WHITTAKER FAMILY FOUNDATION is 92-0836768.
- Is WHITTAKER FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to WHITTAKER FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WHITTAKER FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WHITTAKER 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 WHITTAKER 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 WHITTAKER FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does WHITTAKER FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,130,993, expenses of $513,252 and total assets of $17,510,522 at year end.
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All nonprofits in WESTPORT · Connecticut · Philanthropy, voluntarism and grantmaking foundations