Whitman Family Foundation

San Francisco, CA
Tax-exempt since Nov. 2008
EIN: 26-2136246

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$110k (2023)

Expenses

$76.4k (2023)

Total Assets

$1.13M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Revenue

$110,053

Expenses

$76,418

Net Income

$33,635

Net Assets

$1,130,031

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,500	2.3%
Interest Revenue	$31,912	29.0%
Dividends	$1,402	1.3%
Sales of Assets	$74,239	67.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,918	96.7%
Compensation of Officers*	$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	$1,130,031
Total Liabilities	$0
Net Assets	$1,130,031

Compensation

Key Employees and Officers	Compensation	Other
Kevin Whitman (President)	$0	$0
Nancy Lam (Cfo)	$0	$0

990-PF

Filed on Oct. 16, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$32,398

Expenses

$94,933

Net Income

-$127,331

Net Assets

$1,092,510

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,500
Interest Revenue	$12,017
Dividends	$1,599
Sales of Assets	-$48,802
Other Income	$288

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,298	88.8%
Compensation of Officers*	$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	$1,092,510
Total Liabilities	$0
Net Assets	$1,092,510

Compensation

Key Employees and Officers	Compensation	Other
Kevin Whitman (President)	$0	$0
Nancy Lam (Cfo)	$0	$0

990-PF

Filed on Nov. 10, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

-$1,669

Expenses

$91,085

Net Income

-$92,754

Net Assets

$1,219,841

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,800
Interest Revenue	$6,790
Dividends	$761
Sales of Assets	-$68,663
Other Income	$56,643

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,575	81.9%
Compensation of Officers*	$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	$1,219,841
Total Liabilities	$0
Net Assets	$1,219,841

Compensation

Key Employees and Officers	Compensation	Other
Kevin Whitman (President)	$0	$0
Nancy Lam (Cfo)	$0	$0

990-PF

Filed on Nov. 7, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$291,740

Expenses

$78,873

Net Income

$212,867

Net Assets

$1,319,889

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,500	0.9%
Interest Revenue	$7,252	2.5%
Dividends	$1,208	0.4%
Sales of Assets	$280,333	96.1%
Other Income	$447	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,910	87.4%
Compensation of Officers*	$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	$1,319,890
Total Liabilities	$1
Net Assets	$1,319,889

Compensation

Key Employees and Officers	Compensation	Other
Kevin Whitman (President)	$0	$0
Nancy Lam (Cfo)	$0	$0

990-PF

Filed on Nov. 9, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$40,870

Expenses

$75,668

Net Income

-$34,798

Net Assets

$1,095,261

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,350	5.7%
Interest Revenue	$16,015	39.2%
Dividends	$5,197	12.7%
Sales of Assets	$16,860	41.3%
Other Income	$448	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,873	84.4%
Compensation of Officers*	$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	$1,095,262
Total Liabilities	$1
Net Assets	$1,095,261

Compensation

Key Employees and Officers	Compensation	Other
Kevin Whitman (President)	$0	$0
Nancy Lam (Cfo)	$0	$0

990-PF

Filed on Aug. 26, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$44,517

Expenses

$65,446

Net Income

-$20,929

Net Assets

$1,111,225

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,400	5.4%
Interest Revenue	$16,012	36.0%
Dividends	$5,430	12.2%
Sales of Assets	-$10,936
Other Income	$31,611	71.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,836	89.9%
Compensation of Officers*	$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	$1,111,225
Total Liabilities	$0
Net Assets	$1,111,225

Compensation

Key Employees and Officers	Compensation	Other
Kevin Whitman (President)	$0	$0
Nancy Lam (Cfo)	$0	$0

990-PF

Filed on Oct. 29, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$205,840

Expenses

$76,186

Net Income

$129,654

Net Assets

$1,143,608

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$77,400	37.6%
Interest Revenue	$9,458	4.6%
Dividends	$15,047	7.3%
Sales of Assets	$103,680	50.4%
Other Income	$255	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,230	77.7%
Compensation of Officers*	$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	$1,143,608
Total Liabilities	$0
Net Assets	$1,143,608

Compensation

Key Employees and Officers	Compensation	Other
Kevin Whitman (President)	$0	$0
Nancy Lam (Cfo)	$0	$0

990-PF

Filed on Oct. 23, 2018

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

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XML

Fiscal Year Ending Dec.
2016

Revenue

$14,347

Expenses

$62,252

Net Income

-$47,905

Net Assets

$1,012,943

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,400	16.7%
Interest Revenue	$6,144	42.8%
Dividends	$6,415	44.7%
Sales of Assets	-$7,708
Other Income	$7,096	49.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,703	87.9%
Compensation of Officers*	$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	$1,012,943
Total Liabilities	$0
Net Assets	$1,012,943

Compensation

Key Employees and Officers	Compensation	Other
Kevin Whitman (President)	$0	$0
Nancy Lam (Cfo)	$0	$0

990-PF

Filed on Aug. 23, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$37,068

Expenses

$81,042

Net Income

-$43,974

Net Assets

$1,059,051

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,300	8.9%
Interest Revenue	$3,840	10.4%
Dividends	$11,635	31.4%
Sales of Assets	$17,519	47.3%
Other Income	$774	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,794	86.1%
Compensation of Officers*	$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	$1,059,051
Total Liabilities	$0
Net Assets	$1,059,051

Compensation

Key Employees and Officers	Compensation	Other
Kevin Whitman (President)	$0	$0
Nancy Lam (Cfo)	$0	$0

990-PF

Filed on Aug. 10, 2016

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

View Filing

Schedules ▼

PDF XML

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Fiscal Year Ending Dec.
2014

Revenue

$23,174

Expenses

$71,316

Net Income

-$48,142

Net Assets

$1,065,984

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,900	12.5%
Interest Revenue	$7,192	31.0%
Dividends	$14,781	63.8%
Sales of Assets	-$12,167
Other Income	$10,468	45.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,130	81.5%
Compensation of Officers*	$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	$1,065,984
Total Liabilities	$0
Net Assets	$1,065,984

Compensation

Key Employees and Officers	Compensation	Other
Kevin Whitman (President)	$0	$0
Nancy Lam (Cfo)	$0	$0

990-PF

Filed on Sept. 15, 2015

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$78,795

Expenses

$65,189

Net Income

$13,606

Net Assets

$1,127,802

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$56,712	72.0%
Interest Revenue	$8,912	11.3%
Dividends	$13,847	17.6%
Sales of Assets	-$3,925
Other Income	$3,249	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,550	76.0%
Compensation of Officers*	$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	$1,142,802
Total Liabilities	$15,000
Net Assets	$1,127,802

Compensation

Key Employees and Officers	Compensation	Other
Kevin Whitman (President)	$0	$0
Nancy Lam (Cfo)	$0	$0

990-PF

Filed on Nov. 10, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$143,791

Expenses

$60,162

Net Income

$83,629

Net Assets

$1,114,195

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,347	11.4%
Interest Revenue	$2	0.0%
Dividends	$29,993	20.9%
Sales of Assets	$97,449	67.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,200	88.4%
Compensation of Officers*	$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	$1,114,196
Total Liabilities	$1
Net Assets	$1,114,195

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$71,763

Expenses

$53,816

Net Income

$17,947

Net Assets

$1,030,567

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,190	3.1%
Interest Revenue	$0
Dividends	$40,043	55.8%
Sales of Assets	$29,530	41.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,500	93.8%
Compensation of Officers*	$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	$1,030,567
Total Liabilities	$0
Net Assets	$1,030,567

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Whitman Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $110k (2023)

Expenses $76.4k (2023)

Total Assets $1.13M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

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

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$110k (2023)

Expenses

$76.4k (2023)

Total Assets

$1.13M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008