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Nonprofit · EIN 77-0436227

HOWARD & CAROLEE WHITE FOUNDATION

Tax-exempt · MENLO PARK, CA 94025

Financials

$126K$159K2022$3.3M$165K2023$199K$263K2024
Revenue Expenses · by fiscal year end
Financials of HOWARD & CAROLEE WHITE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$199,184$262,755-$63,571$4,879,295$0$4,879,295
June 30, 2024990-PF$3,256,519$165,029$3,091,490$4,942,866$0$4,942,866
June 30, 2023990-PF$125,714$158,556-$32,842$1,851,376$0$1,851,376
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$190,557
Interest
$17,055
Net gain from sales of assets
-$9,376
Other income
$948

Expenses

Grants and similar amounts paid
$204,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$204,850
Excise tax on investment income
$2,094

Balance sheet and other

Total assets, start of year
$4,942,866
Total assets, end of year
$4,879,295
Total liabilities, end of year
$0
Net assets, end of year
$4,879,295
Fair market value of assets
$6,410,929
Qualifying distributions
$204,850
Net investment income
$208,560

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.

NameTitleHours / weekCompensation
MARCI COGGINS
431 BURGESS DR STE 200, MENLO PARK, CA 940253478
PRESIDENT0.5$0
MICHAEL WHITE
431 BURGESS DR STE 200, MENLO PARK, CA 940253478
CFO0.5$0
MICHELLE DILLABOUGH
431 BURGESS DR STE 200, MENLO PARK, CA 940253478
SECRETARY0.5$0
990-PF for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
MARCI COGGINS
431 BURGESS DR STE 200, MENLO PARK, CA 940253478
President0.5$0
MICHAEL WHITE
431 BURGESS DR STE 200, MENLO PARK, CA 940253478
CFO0.5$0
MICHELLE DILLABOUGH
431 BURGESS DR STE 200, MENLO PARK, CA 940253478
Secretary0.5$0
990-PF for the year ended June 30, 2023: 3 people
NameTitleHours / weekCompensation
MARCI COGGINS
431 BURGESS DR STE 200, MENLO PARK, CA 940253478
President0.5$0
MICHAEL WHITE
431 BURGESS DR STE 200, MENLO PARK, CA 940253478
CFO0.5$0
MICHELLE DILLABOUGH
431 BURGESS DR STE 200, MENLO PARK, CA 940253478
Secretary0.5$0

Address and contacts

Address (IRS master file)
431 BURGESS DR STE 200, MENLO PARK, CA 94025-3478
In care of
% HOWARD J WHITE III
Signed the 990-PF
MIKE WHITE, CFO
Phone
(650) 322-2121
Return prepared by
SD MAYER & ASSOC LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 77-0436227 or by the name HOWARD & CAROLEE WHITE 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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
77-0436227
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
June
Files
Form 990-PF
Assets (IRS master file)
$4,879,295
Income (IRS master file)
$763,923

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$199,184$262,755$4,879,295XML
990-PFJune 2024$3,256,519$165,029$4,942,866XML
990-PFJune 2023$125,714$158,556$1,851,376XML
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 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 77-0436227).

Questions about HOWARD & CAROLEE WHITE FOUNDATION

What is the EIN of HOWARD & CAROLEE WHITE FOUNDATION?
The employer identification number (EIN) of HOWARD & CAROLEE WHITE FOUNDATION is 77-0436227.
Is HOWARD & CAROLEE WHITE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to HOWARD & CAROLEE WHITE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HOWARD & CAROLEE WHITE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HOWARD & CAROLEE WHITE FOUNDATION 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 HOWARD & CAROLEE WHITE FOUNDATION 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 HOWARD & CAROLEE WHITE FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does HOWARD & CAROLEE WHITE FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $199,184, expenses of $262,755 and total assets of $4,879,295 at year end.

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