Kathryn M Whitten Tr 955

Long Beach, CA
Tax-exempt since Oct. 1973
EIN: 95-6040517

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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

$42k (2024)

Expenses

$40.7k (2024)

Total Assets

$521k (2024)

Total Liabilities

$0 (2024)

Years with missing data

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

$42,007

Expenses

$40,735

Net Income

$1,272

Net Assets

$520,612

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,866	4.4%
Dividends	$17,773	42.3%
Sales of Assets	$22,368	53.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,064	81.2%
Compensation of Officers*	$3,503	8.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$520,612
Total Liabilities	$0
Net Assets	$520,612

Compensation

Key Employees and Officers	Compensation	Other
Farmers Merchants Trust Co (Trustee)	$3,503	$0

990-PF

Filed on March 20, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$48,185

Expenses

$21,843

Net Income

$26,342

Net Assets

$519,374

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,927	4.0%
Dividends	$16,687	34.6%
Sales of Assets	$29,101	60.4%
Other Income	$470	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,924	72.9%
Compensation of Officers*	$3,152	14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$519,374
Total Liabilities	$0
Net Assets	$519,374

Compensation

Key Employees and Officers	Compensation	Other
Farmers Merchants Trust Co (Trustee)	$3,152	$0

990-PF

Filed on May 14, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$15,097

Expenses

$26,419

Net Income

-$11,322

Net Assets

$492,979

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$797	5.3%
Dividends	$14,643	97.0%
Sales of Assets	-$343
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,808	75.0%
Compensation of Officers*	$4,699	17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$492,979
Total Liabilities	$0
Net Assets	$492,979

Compensation

Key Employees and Officers	Compensation	Other
Farmers Merchants Trust Co (Trustee)	$4,699	$0

990-PF

Filed on April 4, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$30,604

Expenses

$30,163

Net Income

$441

Net Assets

$504,713

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$34	0.1%
Dividends	$11,228	36.7%
Sales of Assets	$19,342	63.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,100	76.6%
Compensation of Officers*	$5,339	17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$504,713
Total Liabilities	$0
Net Assets	$504,713

Compensation

Key Employees and Officers	Compensation	Other
Farmers Merchants Trust Co (Trustee)	$5,339	$0

990-PF

Filed on May 12, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$20,101

Expenses

$32,930

Net Income

-$12,829

Net Assets

$504,272

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$260	1.3%
Dividends	$18,080	89.9%
Sales of Assets	$1,761	8.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,600	77.7%
Compensation of Officers*	$4,605	14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$504,272
Total Liabilities	$0
Net Assets	$504,272

Compensation

Key Employees and Officers	Compensation	Other
Farmers Merchants Trust Co (Trustee)	$4,605	$0

990-PF

Filed on May 19, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$30,460

Expenses

$43,664

Net Income

-$13,204

Net Assets

$517,101

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$594	2.0%
Dividends	$15,673	51.5%
Sales of Assets	$13,720	45.0%
Other Income	$473	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,500	83.6%
Compensation of Officers*	$4,525	10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$517,101
Total Liabilities	$0
Net Assets	$517,101

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2018

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.
2016

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.
2015

Revenue

$25,311

Expenses

$48,030

Net Income

-$22,719

Net Assets

$550,065

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27	0.1%
Dividends	$12,719	50.3%
Sales of Assets	$6,900	27.3%
Other Income	$5,665	22.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,150	81.5%
Compensation of Officers*	$3,160	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	$550,065
Total Liabilities	$0
Net Assets	$550,065

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$56,881

Expenses

$39,103

Net Income

$17,778

Net Assets

$572,784

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17	0.0%
Dividends	$17,341	30.5%
Sales of Assets	$38,786	68.2%
Other Income	$737	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,900	81.6%
Compensation of Officers*	$4,613	11.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$572,784
Total Liabilities	$0
Net Assets	$572,784

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$17,224

Expenses

$36,456

Net Income

-$19,232

Net Assets

$555,006

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.1%
Dividends	$10,137	58.9%
Sales of Assets	$7,078	41.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,696	81.5%
Compensation of Officers*	$4,941	13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$555,006
Total Liabilities	$0
Net Assets	$555,006

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$36,745

Expenses

$22,416

Net Income

$14,329

Net Assets

$574,238

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$19,370	52.7%
Sales of Assets	$3,798	10.3%
Other Income	$13,566	36.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,882	70.9%
Compensation of Officers*	$4,239	18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$574,238
Total Liabilities	$0
Net Assets	$574,238

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$13,711

Expenses

$48,610

Net Income

-$34,899

Net Assets

$559,909

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.1%
Dividends	$13,519	98.6%
Sales of Assets	$185	1.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,068	86.5%
Compensation of Officers*	$4,376	9.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$559,909
Total Liabilities	$0
Net Assets	$559,909

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

Fiscal Year Ending Dec.
2007

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

PDF (2 of 2)

Fiscal Year Ending Dec.
2006

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.
2005

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.
2004

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.
2003

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.
2002

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.
2001

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.

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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

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Updated March 23, 2026

Kathryn M Whitten Tr 955

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $42k (2024)

Expenses $40.7k (2024)

Total Assets $521k (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

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2010

No Extracted Financial Data

Document Links

Revenue

$42k (2024)

Expenses

$40.7k (2024)

Total Assets

$521k (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.
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