Nonprofit · EIN 47-4303914
WHITEHEAD FOUNDATION INC
Tax-exempt · LENOX, MA 01240
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $7,970,915 | $2,607,746 | $5,363,169 | $48,938,848 | $1,581,731 | $47,357,117 |
| June 30, 2024 | 990-PF | $3,370,934 | $2,490,952 | $879,982 | $43,646,806 | $1,535,826 | $42,110,980 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $1,139,107
- Interest
- $3,496
- Net gain from sales of assets
- $6,278,926
- Other income
- $549,386
Expenses
- Grants and similar amounts paid
- $2,245,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,264,389
- Excise tax on investment income
- $112,445
Balance sheet and other
- Total assets, start of year
- $43,646,806
- Total assets, end of year
- $48,938,848
- Total liabilities, end of year
- $1,581,731
- Net assets, end of year
- $47,357,117
- Fair market value of assets
- $48,085,435
- Qualifying distributions
- $2,264,389
- Net investment income
- $8,330,882
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J GREGORY WHITEHEAD P O BOX 963, LENOX, MA 01240 | PRESIDENT, DIRECTOR | 10 | $0 |
| TIMOTHY P MALONEY P O BOX 963, LENOX, MA 01240 | TREASURER, DIRECTOR | 5 | $0 |
| SUSAN GINSBURG P O BOX 963, LENOX, MA 01240 | VICE PRESIDENT, DIRECTOR | 1 | $0 |
| LILLIAN LENNOX WHITEHEAD P O BOX 963, LENOX, MA 01240 | SECRETARY, DIRECTOR | 1 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J GREGORY WHITEHEAD P O BOX 963, LENOX, MA 01240 | PRESIDENT, DIRECTOR | 10 | $0 |
| TIMOTHY P MALONEY P O BOX 963, LENOX, MA 01240 | TREASURER, DIRECTOR | 5 | $0 |
| SUSAN GINSBURG P O BOX 963, LENOX, MA 01240 | VICE PRESIDENT, DIRECTOR | 1 | $0 |
| LILLIAN LENNOX WHITEHEAD P O BOX 963, LENOX, MA 01240 | SECRETARY, DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 963, LENOX, MA 01240-0963
- In care of
- % HURWIT & ASSOCIATES
- Signed the 990-PF
- J GREGORY WHITEHEAD, PRESIDENT
- Phone
- (617) 630-6900
- Website
- ROARINGBROOKFOUNDATION.ORG
- Return prepared by
- MEYERS BROTHERS KALICKA PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-4303914
- 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
- 2015
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $48,938,848
- Income (IRS master file)
- $74,775,274
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $7,970,915 | $2,607,746 | $48,938,848 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | $3,370,934 | $2,490,952 | $43,646,806 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 47-4303914).
Questions about WHITEHEAD FOUNDATION INC
- What is the EIN of WHITEHEAD FOUNDATION INC?
- The employer identification number (EIN) of WHITEHEAD FOUNDATION INC is 47-4303914.
- Is WHITEHEAD FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to WHITEHEAD FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WHITEHEAD FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WHITEHEAD FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WHITEHEAD FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of WHITEHEAD FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does WHITEHEAD FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $7,970,915, expenses of $2,607,746 and total assets of $48,938,848 at year end.
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