Whitecross Foundation

Newport Beach, CA
Tax-exempt since Feb. 1984
EIN: 33-0005441

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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

$224k (2024)

Expenses

$128k (2024)

Total Assets

$2.29M (2024)

Total Liabilities

$500 (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

$224,070

Expenses

$128,470

Net Income

$95,600

Net Assets

$2,292,123

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,645	4.3%
Dividends	$61,843	27.6%
Sales of Assets	$150,186	67.0%
Other Income	$2,396	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,600	86.9%
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	$2,292,623
Total Liabilities	$500
Net Assets	$2,292,123

Compensation

Key Employees and Officers	Compensation	Other
Richard Bertea (Director)	$0	$0
Hyla Bertea (Cfo/Secy)	$0	$0
Baret Bertea Walker (President)	$0	$0
Alexander Bertea (Director)	$0	$0
Blake Bertea (Director/Asst Secy)	$0	$0
Beth Bay Bertea (Director)	$0	$0

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990-PF

Filed on Oct. 21, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$16,266

Expenses

$111,828

Net Income

-$95,562

Net Assets

$2,196,523

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,899	42.4%
Dividends	$54,836	> 100%
Sales of Assets	-$46,983
Other Income	$1,514	9.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,050	81.4%
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	$2,196,523
Total Liabilities	$0
Net Assets	$2,196,523

Compensation

Key Employees and Officers	Compensation	Other
Richard Bertea (Director)	$0	$0
Hyla Bertea (Cfo/Secy)	$0	$0
Baret Bertea Walker (President)	$0	$0
Alexander Bertea (Director)	$0	$0
Blake Bertea (Director/Asst Secy)	$0	$0
Beth Bay Bertea (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

-$175,262

Expenses

$164,875

Net Income

-$340,137

Net Assets

$2,292,085

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$414
Dividends	$46,225
Sales of Assets	-$233,772
Other Income	$11,871

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,050	78.3%
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	$2,312,438
Total Liabilities	$20,353
Net Assets	$2,292,085

Compensation

Key Employees and Officers	Compensation	Other
Richard Bertea (Director)	$0	$0
Hyla Bertea (Cfo/Secy)	$0	$0
Baret Bertea Walker (President)	$0	$0
Alexander Bertea (Director)	$0	$0
Blake Bertea (Director/Asst Secy)	$0	$0
Beth Bay Bertea (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$116,964

Expenses

$287,886

Net Income

-$170,922

Net Assets

$2,632,222

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$947	0.8%
Dividends	$35,323	30.2%
Sales of Assets	$66,054	56.5%
Other Income	$14,640	12.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$241,993	84.1%
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	$2,632,222
Total Liabilities	$0
Net Assets	$2,632,222

Compensation

Key Employees and Officers	Compensation	Other
Richard Bertea (Director)	$0	$0
Hyla Bertea (Cfo/Secy)	$0	$0
Baret Bertea Walker (President)	$0	$0
Alexander Bertea (Director)	$0	$0
Blake Bertea (Director/Asst Secy)	$0	$0
Beth Bay Bertea (Director)	$0	$0

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990-PF

Filed on Nov. 16, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$46,774

Expenses

$90,260

Net Income

-$43,486

Net Assets

$2,803,143

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,060	6.5%
Dividends	$38,702	82.7%
Sales of Assets	$0
Other Income	$14,862	31.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,370	50.3%
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	$2,803,144
Total Liabilities	$1
Net Assets	$2,803,143

Compensation

Key Employees and Officers	Compensation	Other
Richard Bertea (Director)	$0	$0
Hyla Bertea (Cfo/Secy)	$0	$0
Baret Bertea Walker (President)	$0	$0
Alexander Bertea (Director)	$0	$0
Blake Bertea (Director/Asst Secy)	$0	$0
Beth Bay Bertea (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$89,083

Expenses

$197,453

Net Income

-$108,370

Net Assets

$2,846,629

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,013	6.7%
Dividends	$68,402	76.8%
Sales of Assets	$3,742	4.2%
Other Income	$10,926	12.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$162,121	82.1%
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	$2,846,630
Total Liabilities	$1
Net Assets	$2,846,629

Compensation

Key Employees and Officers	Compensation	Other
Richard Bertea (Director)	$0	$0
Hyla Bertea (Cfo/Secy)	$0	$0
Baret Bertea Walker (President)	$0	$0
Alexander Bertea (Director)	$0	$0
Blake Bertea (Director/Asst Secy)	$0	$0
Beth Bay Bertea (Director)	$0	$0

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990-PF

Filed on Sept. 22, 2020

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

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XML

Fiscal Year Ending Dec.
2018

Revenue

$76,306

Expenses

$209,201

Net Income

-$132,895

Net Assets

$2,955,000

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,197	12.1%
Dividends	$65,513	85.9%
Sales of Assets	-$18,677
Other Income	$20,273	26.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,280	72.3%
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	$2,955,000
Total Liabilities	$0
Net Assets	$2,955,000

Compensation

Key Employees and Officers	Compensation	Other
Richard Bertea (Director)	$0	$0
Hyla Bertea (Cfo/Secy)	$0	$0
Baret Bertea Walker (President)	$0	$0
Alexander Bertea (Director)	$0	$0
Blake Bertea (Director/Asst Secy)	$0	$0
Beth Bay Bertea (Director)	$0	$0

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990-PF

Filed on Nov. 12, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$117,245

Expenses

$203,782

Net Income

-$86,537

Net Assets

$3,087,895

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,323	5.4%
Dividends	$45,399	38.7%
Sales of Assets	$51,733	44.1%
Other Income	$13,790	11.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,342	78.7%
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	$3,087,895
Total Liabilities	$0
Net Assets	$3,087,895

Compensation

Key Employees and Officers	Compensation	Other
Richard Bertea (Director)	$0	$0
Hyla Bertea (Cfo/Secy)	$0	$0
Baret Bertea Walker (President)	$0	$0
Alexander Bertea (Director)	$0	$0
Blake Bertea (Director/Asst Secy)	$0	$0
Beth Bay Bertea (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$97,711

Expenses

$206,915

Net Income

-$109,204

Net Assets

$3,174,432

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19,769	20.2%
Dividends	$40,125	41.1%
Sales of Assets	$22,935	23.5%
Other Income	$14,882	15.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$152,682	73.8%
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	$3,174,432
Total Liabilities	$0
Net Assets	$3,174,432

Compensation

Key Employees and Officers	Compensation	Other
Richard Bertea (Director)	$0	$0
Hyla Bertea (Cfo/Secy)	$0	$0
Baret Bertea Walker (President)	$0	$0
Alexander Bertea (Director)	$0	$0
Blake Bertea (Director/Asst Secy)	$0	$0
Beth Bay Bertea (Director)	$0	$0

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990-PF

Filed on Nov. 13, 2017

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

$200,416

Expenses

$184,805

Net Income

$15,611

Net Assets

$3,283,636

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,124	50.0%
Interest Revenue	$9,630	4.8%
Dividends	$46,840	23.4%
Sales of Assets	$18,854	9.4%
Other Income	$24,968	12.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$141,703	76.7%
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	$3,283,636
Total Liabilities	$0
Net Assets	$3,283,636

Compensation

Key Employees and Officers	Compensation	Other
Richard Bertea (Director)	$0	$0
Hyla Bertea (Cfo/Secy)	$0	$0
Baret Bertea Walker (President)	$0	$0
Alexander Bertea (Director)	$0	$0
Blake Bertea (Director/Asst Secy)	$0	$0
Beth Bay Bertea (Director)	$0	$0

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990-PF

Filed on Nov. 11, 2016

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2014

Revenue

$144,482

Expenses

$207,219

Net Income

-$62,737

Net Assets

$3,268,025

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$40,065	27.7%
Dividends	$50,080	34.7%
Sales of Assets	$37,630	26.0%
Other Income	$16,707	11.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$138,994	67.1%
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	$3,268,025
Total Liabilities	$0
Net Assets	$3,268,025

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$439,034

Expenses

$200,272

Net Income

$238,762

Net Assets

$3,330,762

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$192,615	43.9%
Interest Revenue	$73,388	16.7%
Dividends	$48,424	11.0%
Sales of Assets	$122,691	27.9%
Other Income	$1,916	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,194	71.0%
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	$3,330,762
Total Liabilities	$0
Net Assets	$3,330,762

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$205,941

Expenses

$163,956

Net Income

$41,985

Net Assets

$3,092,000

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$84,590	41.1%
Interest Revenue	$64,603	31.4%
Dividends	$53,797	26.1%
Sales of Assets	$0
Other Income	$5,608	2.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$127,575	77.8%
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	$3,095,812
Total Liabilities	$3,812
Net Assets	$3,092,000

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$625,494

Expenses

$221,747

Net Income

$403,747

Net Assets

$3,050,161

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$617,944	98.8%
Interest Revenue	$38,335	6.1%
Dividends	$25,918	4.1%
Sales of Assets	$0
Other Income	$8,779	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,956	77.1%
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	$3,050,161
Total Liabilities	$0
Net Assets	$3,050,161

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

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Whitecross Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $224k (2024)

Expenses $128k (2024)

Total Assets $2.29M (2024)

Total Liabilities $500 (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

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$224k (2024)

Expenses

$128k (2024)

Total Assets

$2.29M (2024)

Total Liabilities

$500 (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 Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001