Whittaker Family Foundation
- Assets
- $12.9m
- Revenue
- $2.1m
- Investments
- $9.6m
- Employees
- 0
- Location
- Westport, CT
- Founding
- Data as of
- 12/2023
- EIN
- 92-0836768
Organization Overview
Whittaker Family Foundation is located in Westport, CT. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Whittaker Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Whittaker Family Foundation generated $2.1m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 2 years, the organization has seen revenues fall by an average of (54.1%) each year.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Stephani B Whittaker President | 5 | $0 | |
Andrew R Whittaker Treasurer | 5 | $0 | |
Bruce J Powers Director | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $1,636,844 |
| Interest on Savings | $292,393 |
| Dividends & Interest | $110,366 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $77,003 |
| Capital Gain Net Income | $4,531,600 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $2,116,606 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,360 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $4,155 |
| Contributions, gifts, grants paid | $490,050 |
| Total expenses and disbursements | $494,205 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,874,714 |
| Savings and temporary cash investments | $1,408,820 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $15,057 |
| Total assets | $12,943,908 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Whittaker Family Foundation has awarded $490,050 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
NAPLES CHILDREN AND EDUCATION FOUNDATION PURPOSE: TO MAKE A PROFOUND AND SUSTAINING DIFFERENCE IN THE QUALITY OF CHILDREN'S LIVES. | $245,050 |
PEO FOUNDATION PURPOSE: CHAPTER H CT SCHOLARSHIP. | $5,000 |
UJA FEDERATION OF NEW YORK PURPOSE: TO CARE FOR JEWS EVERYWHERE AND NEW YORKERS OF ALL BACKGROUNDS | $25,000 |
DANA-FARBER CANCER INSTITUTE PURPOSE: COMPREHENSIVE CANCER TREATMENT AND RESEARCH | $40,000 |
ADAM J LEWIS ACADEMY PURPOSE: INDEPENDENT PRIVATE PREK3 THRU 8TH GRADE DAY SCHOOL | $40,000 |
HORIZONS BRIDGEPORT PURPOSE: OUT-OF-SCHOOL-TIME LEARNING PROGRAM | $25,000 |