Whittier Educational Foundation

Concord, CA
Tax-exempt since March 2001
EIN: 77-0525014

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This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

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 Operating Foundations (NTEE)

Revenue

$97.7k (2025)

Expenses

$205k (2025)

Total Assets

$0 (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

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 June
2025

Revenue

$97,745

Expenses

$205,338

Net Income

-$107,593

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$130,871	> 100%
Sales of Assets	-$33,126
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$179,148	87.2%
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	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Ronald J Whittier (Chairman/President)	$0	$0
Ellen Fingerhut Whittier (Cfo/Secretary)	$0	$0

990-PF

Filed on Dec. 5, 2025

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

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XML

Fiscal Year Ending June
2024

Revenue

$164,216

Expenses

$46,788

Net Income

$117,428

Net Assets

$3,737,719

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$148,292	90.3%
Sales of Assets	$15,924	9.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,973	44.8%
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	$3,738,097
Total Liabilities	$378
Net Assets	$3,737,719

Compensation

Key Employees and Officers	Compensation	Other
Ronald J Whittier (Chairman/President)	$0	$0
Ellen Fingerhut Whittier (Cfo/Secretary)	$0	$0

990-PF

Filed on March 25, 2025

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

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XML

Fiscal Year Ending June
2023

Revenue

-$104,774

Expenses

$305,480

Net Income

-$410,254

Net Assets

$3,620,291

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$167,713
Sales of Assets	-$272,487
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$264,661	86.6%
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	$3,623,050
Total Liabilities	$2,759
Net Assets	$3,620,291

Compensation

Key Employees and Officers	Compensation	Other
Margaret Fry (Program Manager)	$127,796	$0
Ronald J Whittier (Chairman/President)	$0	$0
Ellen Fingerhut Whittier (Cfo/Secretary)	$0	$0

990-PF

Filed on May 14, 2024

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

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Schedules ▼

XML

Fiscal Year Ending June
2022

Revenue

$1,725,686

Expenses

$460,132

Net Income

$1,265,554

Net Assets

$4,030,545

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$92,604	5.4%
Sales of Assets	$1,633,082	94.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$408,322	88.7%
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	$4,032,436
Total Liabilities	$1,891
Net Assets	$4,030,545

Compensation

Key Employees and Officers	Compensation	Other
Margaret Fry (Office Manager)	$80,798	$0
Karen Ortega (District Technical S)	$71,264	$0
Ronald J Whittier (Chairman/President)	$0	$0
Ellen Fingerhut Whittier (Cfo/Secretary)	$0	$0

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990-PF

Filed on Aug. 9, 2023

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

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Fiscal Year Ending June
2021

Revenue

$556,273

Expenses

$307,973

Net Income

$248,300

Net Assets

$2,764,991

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100	0.0%
Interest Revenue	$0
Dividends	$21,993	4.0%
Sales of Assets	$532,001	95.6%
Other Income	$2,179	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$282,534	91.7%
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	$2,766,146
Total Liabilities	$1,155
Net Assets	$2,764,991

Compensation

Key Employees and Officers	Compensation	Other
Margaret Fry (Office Manager)	$72,500	$0
Karen Ortega (District Technical S)	$50,519	$0
Ronald J Whittier (Chairman/President)	$0	$0
Ellen Fingerhut Whittier (Cfo/Secretary)	$0	$0

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990-PF

Filed on May 13, 2022

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

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XML

Fiscal Year Ending June
2020

Revenue

$66,579

Expenses

$445,741

Net Income

-$379,162

Net Assets

$2,516,691

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,367	78.7%
Sales of Assets	$4,749	7.1%
Other Income	$9,463	14.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$417,785	93.7%
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	$2,519,390
Total Liabilities	$2,699
Net Assets	$2,516,691

Compensation

Key Employees and Officers	Compensation	Other
Christopher Merrida (Director Of Operatio)	$84,112	$0
Margaret Fry (Office Manager)	$72,500	$0
Ronald J Whittier (Chairman/President)	$0	$0
Ellen Fingerhut Whittier (Cfo/Secretary)	$0	$0

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990-PF

Filed on March 5, 2021

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

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Fiscal Year Ending June
2019

Revenue

$274,475

Expenses

$542,403

Net Income

-$267,928

Net Assets

$2,895,853

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25	0.0%
Interest Revenue	$0
Dividends	$46,855	17.1%
Sales of Assets	$225,995	82.3%
Other Income	$1,600	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$509,966	94.0%
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	$2,900,322
Total Liabilities	$4,469
Net Assets	$2,895,853

Compensation

Key Employees and Officers	Compensation	Other
Christopher Merrida (Director Of Operatio)	$77,685	$0
Margaret Fry (Office Manager)	$71,808	$0
Ronald J Whittier (Chairman/President)	$0	$0
Ellen Fingerhut Whittier (Cfo/Secretary)	$0	$0

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990-PF

Filed on Nov. 14, 2019

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

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Fiscal Year Ending June
2018

Revenue

$355,921

Expenses

$556,009

Net Income

-$200,088

Net Assets

$3,163,781

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$146	0.0%
Interest Revenue	$0
Dividends	$37,300	10.5%
Sales of Assets	$314,475	88.4%
Other Income	$4,000	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$523,645	94.2%
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	$3,173,514
Total Liabilities	$9,733
Net Assets	$3,163,781

Compensation

Key Employees and Officers	Compensation	Other
Christopher Merrida (Director Of Operatio)	$72,285	$0
Margaret Fry (Office Manager)	$70,704	$0
Ronald J Whittier (Chairman/President)	$0	$0
Ellen Fingerhut Whittier (Cfo/Secretary)	$0	$0

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990-PF

Filed on Nov. 14, 2018

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

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Fiscal Year Ending June
2017

Revenue

$60,944

Expenses

$572,686

Net Income

-$511,742

Net Assets

$3,363,869

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,466	64.8%
Sales of Assets	$8,025	13.2%
Other Income	$13,453	22.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$553,390	96.6%
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	$3,369,526
Total Liabilities	$5,657
Net Assets	$3,363,869

Compensation

Key Employees and Officers	Compensation	Other
Margaret Fry (Office Mgr Khs)	$69,423	$0
Christopher Merrida (Program/Office Mgr E)	$66,539	$0
Ronald J Whittier (Chairman/President)	$0	$0
Ellen Fingerhut Whittier (Cfo/Secretary)	$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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Fiscal Year Ending June
2016

Revenue

-$82,457

Expenses

$992,996

Net Income

-$1,075,453

Net Assets

$3,875,611

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$88,209
Interest Revenue	$0
Dividends	$83,696
Sales of Assets	-$257,077
Other Income	$2,715

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$877,829	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	$3,882,063
Total Liabilities	$6,452
Net Assets	$3,875,611

Compensation

Key Employees and Officers	Compensation	Other
Margaret Fry (Office Mgr Khs)	$67,135	$0
Christopher Merrida (Program/Office Mgr E)	$62,654	$0
Ronald J Whittier (Chairman/President)	$0	$0
Ellen Fingerhut Whittier (Cfo/Secretary)	$0	$0

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990-PF

Filed on Feb. 10, 2017

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

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Fiscal Year Ending June
2015

Revenue

-$2,653,001

Expenses

$586,263

Net Income

-$3,239,264

Net Assets

$4,951,064

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,982
Interest Revenue	$0
Dividends	$74,611
Sales of Assets	-$2,744,594
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$546,927	93.3%
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	$4,960,046
Total Liabilities	$8,982
Net Assets	$4,951,064

Compensation

Key Employees and Officers	Compensation	Other
Christopher Merrida (Office Mgr Echs)	$59,442	$0
Robert Davis (Computer & Network M)	$58,000	$0
Margaret Fry (Office Mgr Khs)	$39,500	$0
Ronald J Whittier (Chairman/President)	$0	$0
Ellen Fingerhut Whittier (Cfo/Secretary)	$0	$0

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990-PF

Filed on April 20, 2016

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

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Fiscal Year Ending June
2014

Revenue

$1,003,074

Expenses

$544,628

Net Income

$458,446

Net Assets

$7,852,984

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,188	0.1%
Interest Revenue	$0
Dividends	$202,938	20.2%
Sales of Assets	$793,643	79.1%
Other Income	$5,305	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$483,977	88.9%
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	$7,871,880
Total Liabilities	$18,896
Net Assets	$7,852,984

Compensation

Key Employees and Officers	Compensation	Other
Christopher Merrida (Office Mgr Echs)	$55,677	$0
Robert Davis (Computer & Network M)	$53,250	$0
Margaret Fry (Office Mgr Khs)	$51,646	$0
Ronald J Whittier (Chairman/President)	$0	$0
Ellen Fingerhut Whittier (Cfo/Secretary)	$0	$0

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990-PF

Filed on March 26, 2015

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

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Fiscal Year Ending June
2013

Revenue

$994,749

Expenses

$473,014

Net Income

$521,735

Net Assets

$9,403,042

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,135	0.1%
Interest Revenue	$0
Dividends	$214,713	21.6%
Sales of Assets	$774,522	77.9%
Other Income	$4,379	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$445,776	94.2%
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	$9,796,429
Total Liabilities	$393,387
Net Assets	$9,403,042

990-PF

Filed on March 18, 2014

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

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Fiscal Year Ending June
2012

Revenue

-$50,268

Expenses

$487,468

Net Income

-$537,736

Net Assets

$8,881,307

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,050
Interest Revenue	$0
Dividends	$200,716
Sales of Assets	$0
Other Income	$7,588

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$468,683	96.1%
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	$9,227,838
Total Liabilities	$346,531
Net Assets	$8,881,307

990-PF

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

PDF

Fiscal Year Ending June
2011

Revenue

$1,054,381

Expenses

$452,936

Net Income

$601,445

Net Assets

$9,419,043

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$47,150	4.5%
Interest Revenue	$0
Dividends	$161,473	15.3%
Sales of Assets	$68,082	6.5%
Other Income	$777,676	73.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$383,290	84.6%
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	$9,444,382
Total Liabilities	$25,339
Net Assets	$9,419,043

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 June
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

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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Types of Nonprofits

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Whittier Educational Foundation

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Summary charts: organization finances over time

Revenue $97.7k (2025)

Expenses $205k (2025)

Total Assets $0 (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Revenue

$97.7k (2025)

Expenses

$205k (2025)

Total Assets

$0 (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001