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Nonprofit · EIN 58-2364560

KATZ-HELEN AND RAY WHITTLE JR FOUNDATION INC

Tax-exempt · ST SIMONS IS, GA 31522

Financials

$165K$154K2022$169K$158K2023$227K$147K2024
Revenue Expenses · by fiscal year end
Financials of KATZ-HELEN AND RAY WHITTLE JR FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$227,082$146,779$80,303$1,079,857$2,235$1,077,622
December 31, 2023990$168,587$157,673$10,914$999,450$2,131$997,319
December 31, 2022990$164,653$153,855$10,798$988,446$2,041$986,405
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$133,349
Program service revenue
$0
Investment income
$90,572
Net gain from sales of assets
$43,404
Other revenue
$3,161

Expenses

Grants and similar amounts paid
$75,625
Compensation of officers, directors and key employees
$27,783
Other salaries and wages
$9,261
Salaries, compensation and benefits (total)
$39,878
Professional fundraising fees
$0
Occupancy
$4,566
Travel
$2,021
Program services (functional)
$139,799
Management and general (functional)
$6,980

Balance sheet and other

Total assets, start of year
$999,450
Total assets, end of year
$1,079,857
Total liabilities, end of year
$2,235
Net assets, end of year
$1,077,622
Publicly traded securities
$1,027,035
Gross receipts
$230,021
Employees
2
Year formed
1997
State of legal domicile
GA

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Kelly HoweExecutive Dir.
Officer
0.8$27,783
BEN HARTMANChairman
Trustee or director, Officer
0.8$0
Senetra HaywoodDirector
Trustee or director
0.8$0
JERRY W HARPERTreasurer
Trustee or director, Officer
0.8$0
ROSEMARY MAULDENSecretary
Trustee or director, Officer
0.8$0
Annie Franklin ArvinDirector
Trustee or director
0.8$0
GERRY EGGERVice-Chairman
Trustee or director, Officer
0.8$0
ALICE KEENDirector
Trustee or director
0.8$0
MELISSA H WILLIAMSDirector
Trustee or director
0.8$0
SCOTT SPENCEDirector
Trustee or director
0.8$0
JIM PULOSDirector
Trustee or director
0.8$0
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensation
Kelly HoweExecutive Dir.
Officer
0.8$26,460
BEN HARTMANChairman
Trustee or director, Officer
0.8$0
Senetra HaywoodDirector
Trustee or director
0.8$0
JERRY W HARPERTreasurer
Trustee or director, Officer
0.8$0
ROSEMARY MAULDENSecretary
Trustee or director, Officer
0.8$0
Annie Franklin ArvinDirector
Trustee or director
0.8$0
GERRY EGGERVice-Chairman
Trustee or director
0.8$0
ALICE KEENDirector
Trustee or director
0.8$0
SCOTT SPENCEDirector
Trustee or director
0.8$0
JIM PULOSDirector
Trustee or director
0.8$0
DOROTHY TAITDirector
Trustee or director
0.8$0
990 for the year ended December 31, 2022: 11 people
NameTitleHours / weekCompensation
Kelly HoweExecutive Dir.
Officer
0.8$25,200
BEN HARTMANChairman
Trustee or director, Officer
0.8$0
Senetra HaywoodDirector
Trustee or director
0.8$0
JERRY W HARPERTreasurer
Trustee or director, Officer
0.8$0
ROSEMARY MAULDENSecretary
Trustee or director, Officer
0.8$0
Annie Franklin ArvinDirector
Trustee or director
0.8$0
GERRY EGGERVice-Chairman
Trustee or director
0.8$0
ALICE KEENDirector
Trustee or director
0.8$0
SCOTT SPENCEDirector
Trustee or director
0.8$0
JIM PULOSDirector
Trustee or director
0.8$0
DOROTHY TAITDirector
Trustee or director
0.8$0

Address and contacts

Address (IRS master file)
101 PLANTATION CHASE, ST SIMONS IS, GA 31522-1622
In care of
% HELEN R KATZ
Principal officer (990 for 2024)
JERRY W HARPER, 101 PLANTATION CHASE, ST SIMONS ISLAND, GA 31522
Signed the 990
JERRY W HARPER, Treasurer
Phone
(912) 223-1597
Return prepared by
Schell & Hogan LLP

Mission

TO INFLUENCE THE CHARACTER OF CHILDREN AND YOUTH BY PROMOTING THE GOLDEN RULE CHARACTER LAW, "DO UNTO OTHERS AS YOU WOULD HAVE THEM DO UNTO YOU."

990 for the year ended December 31, 2024

Program accomplishments

  • THE FOUNDATION AWARDED $50 TO $100 CASH AWARDS TO STUDENTS WHO WERE SELECTED AS BEST DEMONSTRATING THE "GOLDEN RULE" WITHIN THE GLYNN AND MCINTOSH COUNTY GEORGIA SCHOOL SYSTEMS. SPECIAL RECOGNITION AWARDS ARE ALSO GIVEN TO SEVERAL SENIORS THROUGH AN INTERVIEW PROCESS. AWARDS OF $1,000 EACH ARE GIVEN TO VARIOUS SCHOOLS IN GLYNN AND MCINTOSH COUNTY SCHOOL SYSTEMS FOR OUTSTANDING PERFORMANCE IN ENCOURAGING STUDENTS TO LIVE BY THE GOLDEN RULE. THERE ARE ALSO STAFF AWARDS GIVEN TO STAFF FOR DEMONSTRATING AND LIVING THE GOLDEN RULE RANGING FROM $1,000 to $1,500.
    Expenses $139,799 · grants $75,625

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 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 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
58-2364560
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
1998
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,079,857
Income (IRS master file)
$230,021

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$227,082$146,779$1,079,857IRS
990December 2023$168,587$157,673$999,450XML
990December 2022$164,653$153,855$988,446XML
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––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 58-2364560).

Questions about KATZ-HELEN AND RAY WHITTLE JR FOUNDATION INC

What is the EIN of KATZ-HELEN AND RAY WHITTLE JR FOUNDATION INC?
The employer identification number (EIN) of KATZ-HELEN AND RAY WHITTLE JR FOUNDATION INC is 58-2364560.
Is KATZ-HELEN AND RAY WHITTLE JR FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to KATZ-HELEN AND RAY WHITTLE JR FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does KATZ-HELEN AND RAY WHITTLE JR FOUNDATION INC 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 KATZ-HELEN AND RAY WHITTLE JR FOUNDATION INC 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 KATZ-HELEN AND RAY WHITTLE JR FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of KATZ-HELEN AND RAY WHITTLE JR FOUNDATION INC?
The 990 for the year ended December 31, 2024 names JERRY W HARPER.
Who are the officers and directors of KATZ-HELEN AND RAY WHITTLE JR FOUNDATION INC?
The 990 for the year ended December 31, 2024 lists 11 people; 1 received compensation from the organization, the highest $27,783 (Kelly Howe, Executive Dir.).
How much revenue does KATZ-HELEN AND RAY WHITTLE JR FOUNDATION INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $227,082, expenses of $146,779 and total assets of $1,079,857 at year end.

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