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WHITTAKER FAMILY FOUNDATION INC: Form 990EZ, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
WHITTAKER FAMILY FOUNDATION INC (EIN 85-0579679)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-17
IRS object ID
202621379349200702
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-17T19:15:03-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HRB TAX GROUP INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19650 US HWY 301 SAddressLine1Txt
CityRIVERVIEWCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33569ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN850579679EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WHITTAKER FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% HUBERT WHITTAKERInCareOfNm
Business Name ControlWHITBusinessNameControlTxt
Phone8134334156PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3064AddressLine1Txt
CityBRANDONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33509ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHUBERT WHITTAKERPersonNm
Person TitleMANAGERPersonTitleTxt
Phone8134334156PhoneNum
Signature2026-05-11SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSANDRA COEPreparerPersonNm
PTINP00023376PTIN
Phone8136712223PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website Addresshttps://whittakerfoundation.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$24,964GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$18,360ContributionsGiftsGrantsEtcAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$0SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$6,604OtherRevenueTotalAmt
Total Revenue$24,964TotalRevenueAmt
Grants And Similar Amounts Paid$13,250GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$0SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$61FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$8,516OtherExpensesTotalAmt
Total Expenses$21,827TotalExpensesAmt
Excess Or Deficit For Year$3,137ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$90,027NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$93,164NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$90,027BOYAmt
EOY$93,164EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$90,027BOYAmt
EOY$93,164EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$90,027BOYAmt
EOY$93,164EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeFOUNDATIONAL BASICS FOR FINANCIAL LITERACY FOR MIDDLE AND HIGH SCHOOL AGED STUDENTS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
SCHOLARSHIP AWARDS TO GRADUATING SENI$5,000$5,000
JAMAICA RELIEF$8,250$8,250
FieldValueIRS element (for citing)
Total Program Service Expenses$13,250TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (2 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HUBERT WHITTAKER
MANAGER5.0$0$0$0
BARBARA WHITTAKER
MANAGER5.0$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonHUBERT WHITTAKERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3064AddressLine1Txt
CityBRANDONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33509ZIPCd
FieldValueIRS element (for citing)
Phone8134334156PhoneNum
FieldValueIRS element (for citing)
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Filed Schedule AfalseFiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$75,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,895CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,855CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,721CurrentTaxYearMinus1YearAmt
Current Tax Year$18,361CurrentTaxYearAmt
Total$127,832TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$75,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,895CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,855CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,721CurrentTaxYearMinus1YearAmt
Current Tax Year$18,361CurrentTaxYearAmt
Total$127,832TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$127,832PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$75,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,895CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,855CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,721CurrentTaxYearMinus1YearAmt
Current Tax Year$18,361CurrentTaxYearAmt
Total$127,832TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5090.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990EZ PART I LINE 8Description:CHANGE IN MARKET VALUE Amount:6604
FORM 990EZ PART I LINE 16Description:AMEX FEES Amount:259
FORM 990EZ PART I LINE 16Description:CVS PROGRAMS Amount:1008
FORM 990EZ PART I LINE 16Description:WALGREENS MISC Amount:208
FORM 990EZ PART I LINE 16Description:DOORDASH Amount:64
FORM 990EZ PART I LINE 16Description:TIBBYS Amount:312
FORM 990EZ PART I LINE 16Description:WINN DIXIE PROGRAMS Amount:312
FORM 990EZ PART I LINE 16Description:AMAZON Amount:150
FORM 990EZ PART I LINE 16Description:CASA SANTO MEALS Amount:237
FORM 990EZ PART I LINE 16Description:MARKETING Amount:3961
FORM 990EZ PART I LINE 16Description:PHOTOSHOOT Amount:500
FORM 990EZ PART I LINE 16Description:AMEX Amount:1430

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