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Nonprofit · EIN 47-4909715

WILLIAM A LOONEY FAMILY FOUNDATION

Tax-exempt · SEATTLE, WA 98109

Financials

$831K$199K2023$209K$294K2024$464K$619K2025
Revenue Expenses · by fiscal year end
Financials of WILLIAM A LOONEY FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$463,578$618,521-$154,943$3,636,456$0$3,636,456
December 31, 2024990-PF$209,142$293,618-$84,476$3,660,768$1,284$3,659,484
December 31, 2023990-PF$831,098$198,573$632,525$3,788,943$0$3,788,943
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$300,000
Dividends
$124,624
Interest
$5
Net gain from sales of assets
$38,949

Expenses

Grants and similar amounts paid
$570,540
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$604,417
Excise tax on investment income
$2,107

Balance sheet and other

Total assets, start of year
$3,660,768
Total assets, end of year
$3,636,456
Total liabilities, end of year
$0
Net assets, end of year
$3,636,456
Fair market value of assets
$3,636,456
Qualifying distributions
$604,417
Net investment income
$163,578

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.

NameTitleHours / weekCompensation
MICHAEL J WHELAN
24 ROY ST 454, SEATTLE, WA 98109
President, Director1$0
BARBARA A MORRISON
24 ROY ST 454, SEATTLE, WA 98109
Secretary, Director1$0
JEFFREY S LOONEY
24 ROY ST 454, SEATTLE, WA 98109
Treasurer, Director1$0
BEN CLUPEPPER
24 ROY ST 454, SEATTLE, WA 98109
Director1$0
STEVEN GARBER until May 2025
24 ROY ST 454, SEATTLE, WA 98109
President, Treasurer, Director1$0
PAMELA YEE
24 ROY ST 454, SEATTLE, WA 98109
Director1$0
EDELTRAUD LOONEY
24 ROY ST 454, SEATTLE, WA 98109
Director, Chair of the Board1$0
990-PF for the year ended December 31, 2024: 8 people
NameTitleHours / weekCompensation
EDELTRAUD LOONEY
24 ROY ST 454, SEATTLE, WA 98109
DIRECTOR & CHAIR OF THE BOARD1$0
PAMELA YEE
24 ROY ST 454, SEATTLE, WA 98109
DIRECTOR1$0
DANIEL ASHER
24 ROY ST 454, SEATTLE, WA 98109
SECRETARY (UNTIL SEPT. 2024)1$0
STEVEN GARBER
24 ROY ST 454, SEATTLE, WA 98109
DIR. & PRESIDENT & TREASURER1$0
BEN CLUPEPPER
24 ROY ST 454, SEATTLE, WA 98109
DIRECTOR1$0
MICHAEL WHELAN
24 ROY ST 454, SEATTLE, WA 98109
DIRECTOR & VICE PRESIDENT1$0
BARBARA MORRISON
24 ROY ST 454, SEATTLE, WA 98109
DIRECTOR1$0
JEFF LOONEY
24 ROY ST 454, SEATTLE, WA 98109
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
EDELTRAUD LOONEY
1000 2ND AVE 34TH FLOOR, SEATTLE, WA 981041022
DIRECTOR & CHAIR OF THE BOARD0.5$0
PAMELA YEE
1000 2ND AVE 34TH FLOOR, SEATTLE, WA 981041022
DIRECTOR0.5$0
DANIEL ASHER
1000 2ND AVE 34TH FLOOR, SEATTLE, WA 981041022
SECRETARY1$0
STEVEN GARBER
1000 2ND AVE 34TH FLOOR, SEATTLE, WA 981041022
DIR. & PRESIDENT & TREASURER4$0
BEN CLUPEPPER
1000 2ND AVE 34TH FLOOR, SEATTLE, WA 981041022
DIRECTOR & VP0.5$0
MICHAEL WHELAN
1000 2ND AVE 34TH FLOOR, SEATTLE, WA 981041022
DIRECTOR & VICE PRESIDENT1.5$0
BARBARA MORRISON
1000 2ND AVE 34TH FLOOR, SEATTLE, WA 981041022
DIRECTOR0.5$0
JEFF LOONEY
1000 2ND AVE 34TH FLOOR, SEATTLE, WA 981041022
DIRECTOR0.5$0

Address and contacts

Address (IRS master file)
24 ROY ST 454, SEATTLE, WA 98109-4018
In care of
% PMNW LLC
Signed the 990-PF
MICHAEL J WHELAN, PRESIDENT
Phone
(425) 448-3120
Return prepared by
PMNW 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
47-4909715
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
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,636,456
Income (IRS master file)
$1,038,749

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$463,578$618,521$3,636,456XML
990-PFDecember 2024$209,142$293,618$3,660,768XML
990-PFDecember 2023$831,098$198,573$3,788,943XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 47-4909715).

Questions about WILLIAM A LOONEY FAMILY FOUNDATION

What is the EIN of WILLIAM A LOONEY FAMILY FOUNDATION?
The employer identification number (EIN) of WILLIAM A LOONEY FAMILY FOUNDATION is 47-4909715.
Is WILLIAM A LOONEY FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to WILLIAM A LOONEY FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM A LOONEY FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM A LOONEY FAMILY FOUNDATION 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 WILLIAM A LOONEY FAMILY FOUNDATION 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 WILLIAM A LOONEY FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does WILLIAM A LOONEY FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $463,578, expenses of $618,521 and total assets of $3,636,456 at year end.

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