Whitaker Fund FY2024 filing

Tax-deductible

San Diego, CA501(c)(3)EIN 23-7289515

501(c)(3) charity; gifts are tax-deductible.
$5K paid to officers and key staff.
Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2024 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $2K a year · 3% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
990-PF Pt I · 6 filings
Pay to officers and key staff
$5K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
990-PF Pt VIII
Cash reserves
3 mo
of spending, in cash
Looks good: 3.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$73K
+42% vs prior year
Spent
$75K
Net assets
$952K
By yearFY2020–FY2025
Revenue
$73K
FY2024▲ +42%
Revenue by fiscal year
FY2020$57K
FY2021$80K
FY2022$74K
FY2023$51K
FY2024$73K
FY2025$120K
Expenses
$75K
FY2024▲ +7%
Expenses by fiscal year
FY2020$69K
FY2021$69K
FY2022$71K
FY2023$71K
FY2024$75K
FY2025$84K
Net assets
$952K
FY2024-0.3%
Net assets by fiscal year
FY2020$961K
FY2021$972K
FY2022$975K
FY2023$955K
FY2024$952K
FY2025$1.2M

From the FY2024 Form 990 · see the original

You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1980.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 83% · $62K Operating & administrative 17% · $13K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

2 people listed on the 990-PF; $5K paid to officers and key staff.

Part VII, Section A · reportable compensation
Secretary/Treas
$5,000Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024
Jonathan K Wright$5,000$5,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Whitaker Fund executive salaries →

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Programs and updates

A private foundation based in San Diego, CA.

Provided by the organization

This section is blank until Whitaker Fund claims this page.

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 13 grants · $61K · 2025–2025
United Way of Roanoke ValleyFY2025$12,000
Va Fnd for Independent CollegesFY2025$10,000
Leukemia Sociaty of VaFY2025$8,000
Ferrum CollegeVA · FY2025$6,500
Va Western Comm CollegeFY2025$6,000
American Cancer SocietyFY2025$3,000
Habitat for Humanity RoanokeFY2025$2,500
Rescue MissionFY2025$2,500
Bradley Free ClinicFY2025$2,500
Boys and Girls Club of Roanoke ValleyFY2025$2,500
Feeding Southwest VirginiaVA · FY2025$2,000
Angels of AssissiFY2025$2,000
Western Va Fnd for Art & ScienceFY2025$1,500

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV2
Average grantPart XV$5K
Median grantPart XV$2K
Largest grantPart XV$12K
Top cause focusNTEEFood & Agriculture (8%)

By the numbers

The FY2024 990-PF, line by line.

1The main four
Money in
$73K
Investment income$73K
Money out
$75K
Grants paid$62K
Running costs$13K
Owns and owes
$952K
net assets
Cash and savings$19K
Total assets$952K
Liabilities$0
People
2
listed
Paid1
2In more detail
Revenue in detail
Investment income$73K
Total revenue$73K
Assets in detailEnd of year
Cash and savings together$19K
Total assets$952K
Liabilities$0
Net assets$952K
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $120K$84K$36K$1.2M 990 PDF
FY2024 Viewing $73K$75K−$3K$952K 990 PDF
FY2023 $51K$71K−$19K$955K 990 PDF
FY2022 $74K$71K$2K$975K 990 PDF
FY2021 $80K$69K$11K$972K 990 PDF
FY2020 $57K$69K−$12K$961K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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