Whitaker Fund

San Diego, CA
Tax-exempt since Aug. 1980
EIN: 23-7289515

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$72.6k (2024)

Expenses

$75.5k (2024)

Total Assets

$952k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$72,600

Expenses

$75,456

Net Income

-$2,856

Net Assets

$952,370

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,240	36.1%
Sales of Assets	$46,360	63.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,977	91.4%
Compensation of Officers*	$5,000	6.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$952,370
Total Liabilities	$0
Net Assets	$952,370

Compensation

Key Employees and Officers	Compensation	Other
Jonathan K Wright (Secretary/Treas)	$5,000	$0
Fred C Whitaker Jr (President)	$0	$0

990-PF

Filed on May 22, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$51,241

Expenses

$70,649

Net Income

-$19,408

Net Assets

$955,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,781	3.5%
Dividends	$25,445	49.7%
Sales of Assets	$24,015	46.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,573	94.2%
Compensation of Officers*	$5,000	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$955,226
Total Liabilities	$0
Net Assets	$955,226

Compensation

Key Employees and Officers	Compensation	Other
Jonathan K Wright (Secretary/Treas)	$5,000	$0
Fred C Whitaker Jr (President)	$0	$0

990-PF

Filed on April 30, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$73,651

Expenses

$71,392

Net Income

$2,259

Net Assets

$974,634

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,463	8.8%
Dividends	$21,238	28.8%
Sales of Assets	$45,950	62.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,936	92.4%
Compensation of Officers*	$5,000	7.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$974,634
Total Liabilities	$0
Net Assets	$974,634

Compensation

Key Employees and Officers	Compensation	Other
Jonathan K Wright (Secretary/Treas)	$5,000	$0
Fred C Whitaker Jr (President)	$0	$0

990-PF

Filed on May 30, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$79,977

Expenses

$69,166

Net Income

$10,811

Net Assets

$972,375

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,400	13.0%
Dividends	$24,975	31.2%
Sales of Assets	$44,602	55.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,856	99.6%
Compensation of Officers*	$5,000	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$972,375
Total Liabilities	$0
Net Assets	$972,375

Compensation

Key Employees and Officers	Compensation	Other
Jonathan K Wright (Sectreary/Treasurer)	$5,000	$0
Fred C Whitaker Jr (President/Director)	$0	$0

990-PF

Filed on Aug. 23, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$57,093

Expenses

$69,257

Net Income

-$12,164

Net Assets

$960,577

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,204	68.7%
Sales of Assets	$17,889	31.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,830	99.4%
Compensation of Officers*	$5,000	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$960,578
Total Liabilities	$1
Net Assets	$960,577

Compensation

Key Employees and Officers	Compensation	Other
Jonathan K Wright (Sectreary/Treasurer)	$5,000	$0
Fred C Whitaker Jr (President/Director)	$0	$0

990-PF

Filed on May 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$58,707

Expenses

$69,407

Net Income

-$10,700

Net Assets

$973,941

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,797	69.5%
Sales of Assets	$17,910	30.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,479	98.7%
Compensation of Officers*	$5,000	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$973,942
Total Liabilities	$1
Net Assets	$973,941

Compensation

Key Employees and Officers	Compensation	Other
Jonathan K Wright (Sectreary/Treasurer)	$5,000	$0
Fred C Whitaker Jr (President/Director)	$0	$0

990-PF

Filed on July 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$76,645

Expenses

$69,309

Net Income

$7,336

Net Assets

$984,642

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,257	53.8%
Sales of Assets	$35,388	46.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,675	91.9%
Compensation of Officers*	$5,000	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$984,642
Total Liabilities	$0
Net Assets	$984,642

Compensation

Key Employees and Officers	Compensation	Other
Jonathan K Wright (Sectreary/Treasurer)	$5,000	$0
Fred C Whitaker Jr (President/Director)	$0	$0

990-PF

Filed on May 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$69,534

Expenses

$69,647

Net Income

-$113

Net Assets

$987,634

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,058	59.0%
Sales of Assets	$18,036	25.9%
Other Income	$10,440	15.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,875	98.9%
Compensation of Officers*	$5,000	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$987,634
Total Liabilities	$0
Net Assets	$987,634

Compensation

Key Employees and Officers	Compensation	Other
Jonathan K Wright (Sectreary/Treasurer)	$5,000	$0
Fred C Whitaker Jr (President/Director)	$0	$0

990-PF

Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$64,909

Expenses

$68,625

Net Income

-$3,716

Net Assets

$1,054,095

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$61,710	95.1%
Sales of Assets	$3,199	4.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,625	100%
Compensation of Officers*	$5,000	7.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,054,095
Total Liabilities	$0
Net Assets	$1,054,095

Compensation

Key Employees and Officers	Compensation	Other
Fred C Whitaker Jr (President/Director)	$5,000	$0
Jonathan K Wright (Sectreary/Treasurer)	$0	$0

990-PF

Filed on May 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$61,044

Expenses

$69,188

Net Income

-$8,144

Net Assets

$1,003,904

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,252	97.1%
Sales of Assets	$1,792	2.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,803	> 100%
Compensation of Officers*	$5,000	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,003,904
Total Liabilities	$0
Net Assets	$1,003,904

Compensation

Key Employees and Officers	Compensation	Other
Jonathan K Wright (Sectreary/Treasurer)	$5,000	$0
Fred C Whitaker Jr (President/Director)	$0	$0

990-PF

Filed on May 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$65,918

Expenses

$68,710

Net Income

-$2,792

Net Assets

$1,012,048

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$61,137	92.7%
Sales of Assets	$4,781	7.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,710	100%
Compensation of Officers*	$5,000	7.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,012,048
Total Liabilities	$0
Net Assets	$1,012,048

Compensation

Key Employees and Officers	Compensation	Other
Jonathan K Wright (Sectreary/Treasurer)	$5,000	$0
Fred C Whitaker Jr (President/Director)	$0	$0

990-PF

Filed on May 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$63,620

Expenses

$69,827

Net Income

-$6,207

Net Assets

$1,014,840

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$60,314	94.8%
Sales of Assets	$3,306	5.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,448	98.0%
Compensation of Officers*	$5,000	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,014,840
Total Liabilities	$0
Net Assets	$1,014,840

Compensation

Key Employees and Officers	Compensation	Other
Jonathan K Wright (Sectreary/Treasurer)	$5,000	$0
Fred C Whitaker Jr (President/Director)	$0	$0

990-PF

Filed on May 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$66,912

Expenses

$70,821

Net Income

-$3,909

Net Assets

$1,021,046

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$62,385	93.2%
Sales of Assets	$4,527	6.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,550	96.8%
Compensation of Officers*	$5,000	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,021,047
Total Liabilities	$1
Net Assets	$1,021,046

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$16,612

Expenses

$67,250

Net Income

-$50,638

Net Assets

$1,024,955

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$65,097	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,250	100%
Compensation of Officers*	$5,000	7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,024,956
Total Liabilities	$1
Net Assets	$1,024,955

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Whitaker Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $72.6k (2024)

Expenses $75.5k (2024)

Total Assets $952k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$72.6k (2024)

Expenses

$75.5k (2024)

Total Assets

$952k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2015

Fiscal Year Ending Dec.
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2013

Fiscal Year Ending Dec.
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