Nonprofit · EIN 27-5271127
WHIMSIE FUND
Tax-exempt · MALVERN, PA 19355
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,186,162 | $544,233 | $641,929 | $5,657,172 | $0 | $5,657,172 |
| December 31, 2023 | 990-PF | $96,231 | $561,775 | -$465,544 | $5,015,243 | $0 | $5,015,243 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $134,015
- Net gain from sales of assets
- $1,043,852
- Other income
- $8,295
Expenses
- Grants and similar amounts paid
- $322,250
- Compensation of officers, directors and key employees
- $158,000
- Disbursements for charitable purposes
- $322,250
- Excise tax on investment income
- $14,741
Balance sheet and other
- Total assets, start of year
- $5,015,243
- Total assets, end of year
- $5,657,172
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,657,172
- Fair market value of assets
- $6,355,682
- Qualifying distributions
- $322,250
- Net investment income
- $1,186,162
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 |
|---|---|---|---|
| HARRY L ATTERBURY 30 VALLEY STREAM PARKWAY, MALVERN, PA 19355 | PRESIDENT/DI | 0 | $75,500 |
| WENDY S ATTERBURY 30 VALLEY STREAM PARKWAY, MALVERN, PA 19355 | SECY/TREAS/D | 0 | $75,500 |
| EDWIN R BOYNTON 30 VALLEY STREAM PARKWAY, MALVERN, PA 19355 | DIRECTOR | 0 | $7,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HARRY L ATTERBURY 30 VALLEY STREAM PARKWAY, MALVERN, PA 19355 | PRESIDENT/DI | 0 | $75,500 |
| WENDY S ATTERBURY 30 VALLEY STREAM PARKWAY, MALVERN, PA 19355 | SECY/TREAS/D | 0 | $75,500 |
| EDWIN R BOYNTON 30 VALLEY STREAM PARKWAY, MALVERN, PA 19355 | DIRECTOR | 0 | $7,000 |
Address and contacts
- Address (IRS master file)
- 30 VALLEY STREAM PKY, MALVERN, PA 19355-1462
- In care of
- % EDWIN R BOYNTON
- Signed the 990-PF
- HARRY L ATTERBURY, PRESIDENT/DIRECTOR
- Phone
- (610) 640-5800
- Return prepared by
- RRC ACCOUNTING SERVICES 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
- 27-5271127
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,657,172
- Income (IRS master file)
- $6,621,538
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,186,162 | $544,233 | $5,657,172 | XML |
| 990-PF | December 2023 | $96,231 | $561,775 | $5,015,243 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 27-5271127).
Questions about WHIMSIE FUND
- What is the EIN of WHIMSIE FUND?
- The employer identification number (EIN) of WHIMSIE FUND is 27-5271127.
- Is WHIMSIE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to WHIMSIE FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WHIMSIE FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WHIMSIE FUND 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 WHIMSIE FUND 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 WHIMSIE FUND?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $75,500 (HARRY L ATTERBURY, PRESIDENT/DI).
- How much revenue does WHIMSIE FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,186,162, expenses of $544,233 and total assets of $5,657,172 at year end.
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All nonprofits in MALVERN · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations