Nonprofit · EIN 04-6147345
MARION & JASPER WHITING FOUNDATION
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $443,578 | $294,340 | $149,238 | $4,564,204 | $0 | $4,564,204 |
| October 31, 2024 | 990 | $344,692 | $329,633 | $15,059 | $4,414,966 | $0 | $4,414,966 |
| October 31, 2023 | 990 | $363,621 | $290,595 | $73,026 | $4,405,615 | $0 | $4,405,615 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $417,864
- Net gain from sales of assets
- $245,052
- Other revenue
- $25,714
Expenses
- Grants and similar amounts paid
- $260,622
- Compensation of officers, directors and key employees
- $13,802
- Salaries, compensation and benefits (total)
- $13,802
- Professional fundraising fees
- $0
- Legal fees
- $1,676
- Accounting fees
- $4,800
- Program services (functional)
- $260,622
- Management and general (functional)
- $33,718
Balance sheet and other
- Total assets, start of year
- $4,414,966
- Total assets, end of year
- $4,564,204
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,564,204
- Publicly traded securities
- $4,294,166
- Gross receipts
- $837,181
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1965
- State of legal domicile
- NH
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT G BANNISH SEE NOTE | PART-TIME TRUSTEE Trustee or director | 1 | $0 | $9,201 |
| BONNY S KELLERMAN | PART-TIME TRUSTEE Trustee or director | 0.2 | $2,301 | $0 |
| DEBORAH KAUFMAN | PART-TIME TRUSTEE Trustee or director | 0.2 | $2,300 | $0 |
990 for the year ended October 31, 2024: 3 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT G BANNISH SEE NOTE | PART-TIME TRUSTEE Trustee or director | 1 | $0 | $8,517 |
| BONNY S KELLERMAN | PART-TIME TRUSTEE Trustee or director | 0.2 | $2,130 | $0 |
| DEBORAH KAUFMAN | PART-TIME TRUSTEE Trustee or director | 0.2 | $2,130 | $0 |
990 for the year ended October 31, 2023: 3 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT G BANNISH SEE NOTE | PART-TIME TRUSTEE Trustee or director | 1 | $0 | $7,454 |
| BONNY S KELLERMAN | PART-TIME TRUSTEE Trustee or director | 0.2 | $1,864 | $0 |
| DEBORAH KAUFMAN APPOINTED 52323 | PART-TIME TRUSTEE Trustee or director | 0.2 | $736 | $0 |
Address and contacts
- Address (IRS master file)
- RHB INC 1 FEDERAL ST FL 25, BOSTON, MA 02110-0000
- In care of
- % RICE HEARD & BIGELOW INC
- Principal officer (990 for 2024)
- ROBERT G BANNISH, RHB INC 1 FEDERAL ST FL 25, BOSTON, MA 02110
- Signed the 990
- ROBERT G BANNISH, TRUSTEE
- Phone
- (617) 227-1782
- Return prepared by
- RICE HEARD & BIGELOW INC
Mission
THE FOUNDATION'S PURPOSE IS TO AWARD FELLOWSHIPS PRIMARILY TO COLLEGE LEVEL EDUCATORS, TO ENABLE THEM TO STUDY ABROAD IN UNFAMILIAR ENVIRONMENTS, IN ORDER TO STIMULATE AND BROADEN THE MINDS OF TEACHERS SO AS TO ENHANCE THE QUALITY OF THEIR INSTRUCTION.
Program accomplishments
- THE FOUNDATION IS A PERMANENT CHARITABLE TRUST FUND ESTABLISHED UNDER THE WILL OF JASPER WHITING. THE FOUNDATION BEGAN AWARDING ANNUAL FELLOWSHIPS AFTER THE DEATH OF MR. WHITING'S WIFE, MARION, IN 1965. FOR THE FOUNDATION'S F/Y/E 10/31/2025, THE TRUSTEES RECEIVED 136 APPLICATIONS AND MADE 43 AWARDS TOTALING $260,622. ACCORDING TO THE WILL, THE BENEFITS UNDER THE FOUNDATION ARE TO BE CONFERRED AT THE SOLE DISCRETION OF THE TRUSTEES BUT SHALL NOT AT ANY TIME BE DENIED FOR REASONS OF RACE, COLOR, NATIONALITY, RELIGION, OR GENDER. ALL APPLICANTS MUST SUBMIT THEIR PROPOSAL FOR THEIR PROJECT OF STUDY TO THE TRUSTEES WITHIN CERTAIN TIME DEADLINES EACH YEAR. IN AN AGREEMENT WITH THE IRS, THE TRUSTEES HAVE AGREED TO MAKE THE AWARDS DIRECTLY TO THE COLLEGE OR UNIVERSITY WITH WHICH THE APPLICANT IS AFFILIATED.Expenses $260,622 · grants $260,622
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
IRS record
- EIN
- 04-6147345
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1967
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B40J)
- Assets (IRS master file)
- $4,564,204
- Income (IRS master file)
- $837,181
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $443,578 | $294,340 | $4,564,204 | XML |
| 990 | October 2024 | $344,692 | $329,633 | $4,414,966 | XML |
| 990 | October 2023 | $363,621 | $290,595 | $4,405,615 | XML |
| 990 | October 2022 | $415,513 | $287,759 | $4,347,923 | IRS |
| 990 | October 2021 | – | – | – | IRS |
| 990 | October 2020 | – | – | – | 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 04-6147345).
Questions about MARION & JASPER WHITING FOUNDATION
- What is the EIN of MARION & JASPER WHITING FOUNDATION?
- The employer identification number (EIN) of MARION & JASPER WHITING FOUNDATION is 04-6147345.
- Is MARION & JASPER WHITING FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to MARION & JASPER WHITING FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MARION & JASPER WHITING 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 MARION & JASPER WHITING FOUNDATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARION & JASPER WHITING FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of MARION & JASPER WHITING FOUNDATION?
- The 990 for the year ended October 31, 2025 names ROBERT G BANNISH.
- Who are the officers and directors of MARION & JASPER WHITING FOUNDATION?
- The 990 for the year ended October 31, 2025 lists 3 people; 2 received compensation from the organization.
- How much revenue does MARION & JASPER WHITING FOUNDATION have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $443,578, expenses of $294,340 and total assets of $4,564,204 at year end.
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