Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 33-0005441

WHITECROSS FOUNDATION

Tax-exempt · NEWPORT BEACH, CA 92660

Financials

$16K$112K2023$224K$128K2024
Revenue Expenses · by fiscal year end
Financials of WHITECROSS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$224,070$128,470$95,600$2,292,623$500$2,292,123
December 31, 2023990-PF$16,266$111,828-$95,562$2,196,523$0$2,196,523
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$61,843
Interest
$9,645
Net gain from sales of assets
$150,186
Other income
$2,396

Expenses

Grants and similar amounts paid
$111,600
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$111,600
Excise tax on investment income
$2,901

Balance sheet and other

Total assets, start of year
$2,196,523
Total assets, end of year
$2,292,623
Total liabilities, end of year
$500
Net assets, end of year
$2,292,123
Fair market value of assets
$2,606,444
Qualifying distributions
$111,600
Net investment income
$221,674

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.

NameTitleHours / weekCompensation
RICHARD BERTEA
173 SHORECLIFF ROAD, CORONA DEL MAR, CA 926252657
DIRECTOR0$0
HYLA BERTEA
173 SHORECLIFF ROAD, CORONA DEL MAR, CA 926252657
CFO/SECY0$0
BARET BERTEA WALKER
5801 OAK CREEK LANE, GREENWOOD VILLAGE, CO 80121
PRESIDENT0$0
ALEXANDER BERTEA
220 NEWPORT CENTER DR 11-380, NEWPORT BEACH, CA 92660
DIRECTOR0$0
BLAKE BERTEA
220 NEWPORT CENTER DR 11-380, NEWPORT BEACH, CA 92660
DIRECTOR/ASST SECY0$0
BETH BAY BERTEA
35 MILLER AVENUE 135, MILL VALLEY, CA 94941
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
RICHARD BERTEA
173 SHORECLIFF ROAD, CORONA DEL MAR, CA 926252657
DIRECTOR0$0
HYLA BERTEA
173 SHORECLIFF ROAD, CORONA DEL MAR, CA 926252657
CFO/SECY0$0
BARET BERTEA WALKER
5801 OAK CREEK LANE, GREENWOOD VILLAGE, CO 80121
PRESIDENT0$0
ALEXANDER BERTEA
220 NEWPORT CENTER DR 11-380, NEWPORT BEACH, CA 92660
DIRECTOR0$0
BLAKE BERTEA
220 NEWPORT CENTER DR 11-380, NEWPORT BEACH, CA 92660
DIRECTOR/ASST SECY0$0
BETH BAY BERTEA
35 MILLER AVENUE 135, MILL VALLEY, CA 94941
DIRECTOR0$0

Address and contacts

Address (IRS master file)
220 NEWPORT CENTER DR 11-380, NEWPORT BEACH, CA 92660-7557
Signed the 990-PF
HYLA BERTEA, SECRETARY
Phone
(949) 640-1982
Return prepared by
CBIZ ADVISORS LLC

California records

California keeps its own records of charities and corporations. Search them by EIN 33-0005441 or by the name WHITECROSS FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
33-0005441
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
1984
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,292,623
Income (IRS master file)
$2,360,919

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$224,070$128,470$2,292,623XML
990-PFDecember 2023$16,266$111,828$2,196,523XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 33-0005441).

Questions about WHITECROSS FOUNDATION

What is the EIN of WHITECROSS FOUNDATION?
The employer identification number (EIN) of WHITECROSS FOUNDATION is 33-0005441.
Is WHITECROSS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to WHITECROSS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WHITECROSS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WHITECROSS 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 WHITECROSS 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 WHITECROSS FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does WHITECROSS FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $224,070, expenses of $128,470 and total assets of $2,292,623 at year end.

Other nonprofits in NEWPORT BEACH

All nonprofits in NEWPORT BEACH · California