Whatley Foundation

Julian Anthony Whatley Iii Ttee

Seattle, WA
Tax-exempt since March 2009
EIN: 26-6700524

Receive an email when new data is available for this organization.

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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$221k (2024)

Expenses

$152k (2024)

Total Assets

$1.87M (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

$220,544

Expenses

$152,136

Net Income

$68,408

Net Assets

$1,866,418

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,000	7.3%
Interest Revenue	$40,455	18.3%
Dividends	$22,773	10.3%
Sales of Assets	$141,316	64.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,981	88.1%
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	$1,866,418
Total Liabilities	$0
Net Assets	$1,866,418

Compensation

Key Employees and Officers	Compensation	Other
Linda V Whatley (Trustee)	$0	$0
Julian Anthony Whatley Iii (Trustee)	$0	$0

990-PF

Filed on Nov. 6, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$202,543

Expenses

$138,871

Net Income

$63,672

Net Assets

$1,815,183

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$28,630	14.1%
Interest Revenue	$24,926	12.3%
Dividends	$25,892	12.8%
Sales of Assets	$123,095	60.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$121,492	87.5%
Compensation of Officers*	$14,936	10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,815,183
Total Liabilities	$0
Net Assets	$1,815,183

Compensation

Key Employees and Officers	Compensation	Other
Linda V Whatley (Trustee)	$14,936	$0
Julian Anthony Whatley Iii (Trustee)	$0	$0

990-PF

Filed on Nov. 4, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

-$26,562

Expenses

$124,840

Net Income

-$151,402

Net Assets

$1,772,567

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,266
Dividends	$21,678
Sales of Assets	-$49,506
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,107	83.4%
Compensation of Officers*	$17,813	14.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,772,567
Total Liabilities	$0
Net Assets	$1,772,567

Compensation

Key Employees and Officers	Compensation	Other
Julian Anthony Whatley Iii (Trustee)	$8,907	$0
Linda V Whatley (Trustee)	$8,906	$0

990-PF

Filed on Nov. 16, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$50,997

Expenses

$140,192

Net Income

-$89,195

Net Assets

$1,778,361

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,221	53.4%
Sales of Assets	$23,776	46.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,902	82.7%
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	$1,778,361
Total Liabilities	$0
Net Assets	$1,778,361

Compensation

Key Employees and Officers	Compensation	Other
Julian Anthony Whatley Iii (Trustee)	$0	$0
Linda V Whatley (Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$169,567

Expenses

$141,757

Net Income

$27,810

Net Assets

$1,858,480

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,309	22.6%
Sales of Assets	$131,258	77.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,477	85.0%
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	$1,890,832
Total Liabilities	$32,352
Net Assets	$1,858,480

Compensation

Key Employees and Officers	Compensation	Other
Julian Anthony Whatley Iii (Trustee)	$0	$0
Linda V Whatley (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$59,739

Expenses

$162,548

Net Income

-$102,809

Net Assets

$1,801,451

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$60,617	> 100%
Sales of Assets	$0
Other Income	$31	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$147,599	90.8%
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	$1,846,883
Total Liabilities	$45,432
Net Assets	$1,801,451

Compensation

Key Employees and Officers	Compensation	Other
Julian Anthony Whatley Iii (Trustee)	$0	$0
Linda V Whatley (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$171,330

Expenses

$131,803

Net Income

$39,527

Net Assets

$2,001,865

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$66,198	38.6%
Sales of Assets	$101,214	59.1%
Other Income	$3,918	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,519	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	$2,038,735
Total Liabilities	$36,870
Net Assets	$2,001,865

Compensation

Key Employees and Officers	Compensation	Other
Julian Anthony Whatley Iii (Trustee)	$0	$0
Linda V Whatley (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$131,978

Expenses

$148,588

Net Income

-$16,610

Net Assets

$1,957,375

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,422	53.4%
Sales of Assets	$45,829	34.7%
Other Income	$15,727	11.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$130,462	87.8%
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	$1,976,951
Total Liabilities	$19,576
Net Assets	$1,957,375

Compensation

Key Employees and Officers	Compensation	Other
Julian Anthony Whatley Iii (Trustee)	$0	$19,850
Linda V Whatley (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$84,499

Expenses

$157,135

Net Income

-$72,636

Net Assets

$1,975,420

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$85,002	> 100%
Sales of Assets	-$503
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,771	67.3%
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	$2,011,274
Total Liabilities	$35,854
Net Assets	$1,975,420

Compensation

Key Employees and Officers	Compensation	Other
Julian Anthony Whatley Iii (Trustee)	$0	$24,055
Linda V Whatley (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$60,581

Expenses

$131,338

Net Income

-$70,757

Net Assets

$2,048,056

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26,845	44.3%
Dividends	$49,227	81.3%
Sales of Assets	-$16,230
Other Income	$739	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,429	67.3%
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	$2,072,056
Total Liabilities	$24,000
Net Assets	$2,048,056

Compensation

Key Employees and Officers	Compensation	Other
Julian Anthony Whatley Iii (Trustee)	$0	$17,826
Linda V Whatley (Trustee)	$0	$0

990-PF

Filed on June 13, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$274,597

Expenses

$163,588

Net Income

$111,009

Net Assets

$2,118,813

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24,708	9.0%
Dividends	$47,652	17.4%
Sales of Assets	$202,237	73.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,950	75.8%
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	$2,148,413
Total Liabilities	$29,600
Net Assets	$2,118,813

Compensation

Key Employees and Officers	Compensation	Other
Julian Anthony Whatley Iii (Trustee)	$0	$15,692
Linda V Whatley (Trustee)	$0	$0

990-PF

Filed on Nov. 16, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$429,352

Expenses

$163,495

Net Income

$265,857

Net Assets

$2,006,196

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,654	3.9%
Dividends	$41,664	9.7%
Sales of Assets	$371,034	86.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,850	62.9%
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	$2,006,196
Total Liabilities	$0
Net Assets	$2,006,196

Compensation

Key Employees and Officers	Compensation	Other
Julian Anthony Whatley Iii (Trustee)	$0	$39,159
Linda V Whatley (Trustee)	$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

$249,747

Expenses

$110,129

Net Income

$139,618

Net Assets

$1,740,338

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,574	6.6%
Dividends	$56,919	22.8%
Sales of Assets	$176,254	70.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,600	82.3%
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	$1,740,339
Total Liabilities	$1
Net Assets	$1,740,338

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$73,754

Expenses

$107,778

Net Income

-$34,024

Net Assets

$1,600,720

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$550	0.7%
Interest Revenue	$14,163	19.2%
Dividends	$55,719	75.5%
Sales of Assets	$3,322	4.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,300	80.1%
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	$1,600,721
Total Liabilities	$1
Net Assets	$1,600,720

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 Nov.
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

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated January 26, 2026

Whatley Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $221k (2024)

Expenses $152k (2024)

Total Assets $1.87M (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

$221k (2024)

Expenses

$152k (2024)

Total Assets

$1.87M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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 Nov.
2009