Nonprofit · EIN 99-6763082
HOWARD L WHITMORE DECLARATION OF TR 05171994 AND ANY AMENDMENTS
Also known as RODERICK C WHITMORE TTEE
Tax-exempt · ROCHESTER, MN 55904
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | -$174,982 | $333,792 | -$508,774 | $4,855,255 | $0 | $4,855,255 |
| December 31, 2024 | 990-PF | $421,357 | $14,380 | $406,977 | $4,845,136 | $0 | $4,845,136 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $59,784
- Interest
- $172
- Net gain from sales of assets
- -$236,054
- Other income
- $1,116
Expenses
- Grants and similar amounts paid
- $270,000
- Compensation of officers, directors and key employees
- $40,130
- Disbursements for charitable purposes
- $270,000
- Excise tax on investment income
- $295
Balance sheet and other
- Total assets, start of year
- $4,845,136
- Total assets, end of year
- $4,855,255
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,855,255
- Fair market value of assets
- $6,181,836
- Qualifying distributions
- $270,000
- Net investment income
- $61,072
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 |
|---|---|---|---|
| RODERICK WHITMORE 277 FOREST KNOLL PLACE SE, ROCHESTER, MN 55904 | TRUSTEE | 10 | $40,130 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RODERICK WHITMORE 277 FOREST KNOLL PLACE SE, ROCHESTER, MN 55904 | TRUSTEE | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 277 FOREST KNOLL PL SE, ROCHESTER, MN 55904-8472
- In care of
- % RODERICK C WHITMORE
- Signed the 990-PF
- RODERICK WHITMORE, TRUSTEE
- Phone
- (651) 600-4749
- Return prepared by
- JOHN A KNUTSON & CO PLLP
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 | Check at the IRS |
IRS record
- EIN
- 99-6763082
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,855,255
- Income (IRS master file)
- $4,548,443
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | -$174,982 | $333,792 | $4,855,255 | IRS |
| 990-PF | December 2024 | $421,357 | $14,380 | $4,845,136 | 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 99-6763082).
Questions about HOWARD L WHITMORE DECLARATION OF TR 05171994 AND ANY AMENDMENTS
- What is the EIN of HOWARD L WHITMORE DECLARATION OF TR 05171994 AND ANY AMENDMENTS?
- The employer identification number (EIN) of HOWARD L WHITMORE DECLARATION OF TR 05171994 AND ANY AMENDMENTS is 99-6763082.
- Is HOWARD L WHITMORE DECLARATION OF TR 05171994 AND ANY AMENDMENTS tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does HOWARD L WHITMORE DECLARATION OF TR 05171994 AND ANY AMENDMENTS file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HOWARD L WHITMORE DECLARATION OF TR 05171994 AND ANY AMENDMENTS 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 HOWARD L WHITMORE DECLARATION OF TR 05171994 AND ANY AMENDMENTS 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 HOWARD L WHITMORE DECLARATION OF TR 05171994 AND ANY AMENDMENTS?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $40,130 (RODERICK WHITMORE, TRUSTEE).
- How much revenue does HOWARD L WHITMORE DECLARATION OF TR 05171994 AND ANY AMENDMENTS have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of -$174,982, expenses of $333,792 and total assets of $4,855,255 at year end.
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