Nonprofit · EIN 65-6221696
CHARLES R WHITNEY FOUNDATION
Also known as WHITNEY MARCIA L & CHARLES ETAL
Tax-exempt · GROSSE PT FRM, MI 48236
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,109,918 | $197,280 | $912,638 | $58,895 | $0 | $3,285,918 |
| December 31, 2023 | 990-PF | $52,530 | $169,815 | -$117,285 | $65,359 | $0 | $3,079,060 |
| December 31, 2021 | 990-PF | $168,309 | $191,276 | -$22,967 | $91,002 | $0 | $3,468,514 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $59,723
- Interest
- $19,727
- Net gain from sales of assets
- $1,030,468
Expenses
- Grants and similar amounts paid
- $163,000
- Compensation of officers, directors and key employees
- $15,000
- Disbursements for charitable purposes
- $163,000
- Excise tax on investment income
- $15,428
Balance sheet and other
- Total assets, start of year
- $3,079,060
- Total assets, end of year
- $58,895
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,285,918
- Fair market value of assets
- $3,285,918
- Qualifying distributions
- $163,000
- Net investment income
- $1,109,918
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 |
|---|---|---|---|
| Jane Whitney Gage 106 Catchpaw Road, Hinesberg, VT 05461 | Trustee | 4 | $5,000 |
| Marcia Lockwood Whitney 7729 South 3500 East, Cottonwood Heights, UT 84121 | Trustee | 4 | $5,000 |
| Charles R Whitney Jr 312 Rivard, Grosse Pointe, MI 48230 | Trustee | 4 | $5,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jane Whitney Gage 106 Catchpaw Road, Hinesberg, VT 05461 | Trustee | 4 | $5,000 |
| Marcia Lockwood Whitney 7729 South 3500 East, Cottonwood Heights, UT 84121 | Trustee | 4 | $5,000 |
| Charles R Whitney Jr 312 Rivard, Grosse Pointe, MI 48230 | Trustee | 4 | $5,000 |
990-PF for the year ended December 31, 2021: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jane Whitney Gage 106 Catchpaw Road, Hinesberg, VT 05461 | Trustee | 4 | $5,000 |
| Marcia Lockwood Whitney 7729 South 3500 East, Cottonwood Heights, UT 84121 | Trustee | 4 | $5,000 |
| Charles R Whintey Jr 312 Rivard, Grosse Pointe, MI 48230 | Trustee | 4 | $5,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 36069, GROSSE PT FRM, MI 48236-0069
- In care of
- % BRUCE R NICHOLS
- Signed the 990-PF
- Charles R Whitney JR, Trustee
- Phone
- (313) 886-7670
- Return prepared by
- BRUCE R NICHOLS
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
- 65-6221696
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $58,895
- Income (IRS master file)
- $3,475,898
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,109,918 | $197,280 | $58,895 | XML |
| 990-PF | December 2023 | $52,530 | $169,815 | $65,359 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $168,309 | $191,276 | $91,002 | XML |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 65-6221696).
Questions about CHARLES R WHITNEY FOUNDATION
- What is the EIN of CHARLES R WHITNEY FOUNDATION?
- The employer identification number (EIN) of CHARLES R WHITNEY FOUNDATION is 65-6221696.
- Is CHARLES R WHITNEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to CHARLES R WHITNEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES R WHITNEY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES R WHITNEY 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 CHARLES R WHITNEY 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 CHARLES R WHITNEY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $5,000 (Jane Whitney Gage, Trustee).
- How much revenue does CHARLES R WHITNEY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,109,918, expenses of $197,280 and total assets of $58,895 at year end.
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