Nonprofit · EIN 95-6040517
KATHRYN M WHITTEN TR 955
Tax-exempt · LONG BEACH, CA 90802
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $75,067 | $51,522 | $23,545 | $544,133 | $0 | $544,133 |
| December 31, 2024 | 990-PF | $42,007 | $40,735 | $1,272 | $520,612 | $0 | $520,612 |
| December 31, 2023 | 990-PF | $48,185 | $21,843 | $26,342 | $519,374 | $0 | $519,374 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $21,111
- Interest
- $16
- Net gain from sales of assets
- $49,690
- Other income
- $4,250
Expenses
- Grants and similar amounts paid
- $43,250
- Compensation of officers, directors and key employees
- $3,700
- Disbursements for charitable purposes
- $44,552
- Excise tax on investment income
- $893
Balance sheet and other
- Total assets, start of year
- $520,612
- Total assets, end of year
- $544,133
- Total liabilities, end of year
- $0
- Net assets, end of year
- $544,133
- Fair market value of assets
- $772,844
- Qualifying distributions
- $44,552
- Net investment income
- $70,817
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FARMERS MERCHANTS TRUST CO 302 PINE AVENUE - 2ND FLOOR, LONG BEACH, CA 90802 | TRUSTEE | 2 | $3,700 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FARMERS MERCHANTS TRUST CO 302 PINE AVENUE - 2ND FLOOR, LONG BEACH, CA 90802 | TRUSTEE | 2 | $3,503 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FARMERS MERCHANTS TRUST CO 302 PINE AVENUE - 2ND FLOOR, LONG BEACH, CA 90802 | TRUSTEE | 2 | $3,152 |
Address and contacts
- Address (IRS master file)
- 302 PINE AVENUE - 2ND FLOOR, LONG BEACH, CA 90802-2326
- In care of
- % FARMERS & MERCHANTS TRUST COMPANY
- Signed the 990-PF
- FARMERS MERCHANTS TRUST COMPANY, TRUSTEE
- Phone
- (562) 437-0011
- Return prepared by
- WINDES INC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6040517 or by the name KATHRYN M WHITTEN TR 955.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 | 990-PF 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
- 95-6040517
- 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
- 1973
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $544,133
- Income (IRS master file)
- $113,574
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $75,067 | $51,522 | $544,133 | XML |
| 990-PF | December 2024 | $42,007 | $40,735 | $520,612 | XML |
| 990-PF | December 2023 | $48,185 | $21,843 | $519,374 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 95-6040517).
Questions about KATHRYN M WHITTEN TR 955
- What is the EIN of KATHRYN M WHITTEN TR 955?
- The employer identification number (EIN) of KATHRYN M WHITTEN TR 955 is 95-6040517.
- Is KATHRYN M WHITTEN TR 955 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to KATHRYN M WHITTEN TR 955 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KATHRYN M WHITTEN TR 955 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KATHRYN M WHITTEN TR 955 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 KATHRYN M WHITTEN TR 955 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 KATHRYN M WHITTEN TR 955?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,700 (FARMERS MERCHANTS TRUST CO, TRUSTEE).
- How much revenue does KATHRYN M WHITTEN TR 955 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $75,067, expenses of $51,522 and total assets of $544,133 at year end.
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