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THE WHELAN FAMILY FOUNDATION, INC. - Florida Company Profile

Company Details

Entity Name: THE WHELAN FAMILY FOUNDATION, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 29 Jul 2010 (15 years ago)
Last Event: AMENDMENT
Event Date Filed: 18 Oct 2010 (15 years ago)
Document Number: N10000007110
FEI/EIN Number 273120778

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 9037 Somerset Bay Ln, Vero Beach, FL, 32963, US
Mail Address: 9037 Somerset Bay Ln, Vero Beach, FL, 32963, US
ZIP code: 32963
County: Indian River
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
WHELAN WILLIAM N President 9037 Somerset Bay Ln, Vero Beach, FL, 32963
WHELAN JEAN E Secretary 9037 Somerset Bay Ln, Vero Beach, FL, 32963
WHELAN JEAN E Director 9037 Somerset Bay Ln, Vero Beach, FL, 32963
SHUB MARK G Director 73 S RIVER ROAD, SEAWALL POINT, FL, 34996
WHELAN WILLIAM N Treasurer 9037 Somerset Bay Ln, Vero Beach, FL, 32963
WHELAN WILLIAM N Director 9037 Somerset Bay Ln, Vero Beach, FL, 32963
C T CORPORATION SYSTEM Agent -

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2021-01-12 9037 Somerset Bay Ln, 401, Vero Beach, FL 32963 -
CHANGE OF MAILING ADDRESS 2021-01-12 9037 Somerset Bay Ln, 401, Vero Beach, FL 32963 -
AMENDMENT 2010-10-18 - -

Documents

Name Date
ANNUAL REPORT 2025-01-07
ANNUAL REPORT 2024-01-03
ANNUAL REPORT 2023-01-03
ANNUAL REPORT 2022-01-03
ANNUAL REPORT 2021-01-12
ANNUAL REPORT 2020-05-01
ANNUAL REPORT 2019-04-23
ANNUAL REPORT 2018-02-09
ANNUAL REPORT 2017-01-27
ANNUAL REPORT 2016-01-29

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
27-3120778 Corporation Unconditional Exemption 9037 SOMERSET BAY LN APT 401, VERO BEACH, FL, 32963-5615 2010-10
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Private non-operating foundation
Tax Period 2023-12
Asset 100,000 to 499,999
Income 25,000 to 99,999
Filing Requirement 990 - Not required to file (all other)
PF Filing Requirement 990-PF return
Accounting Period Dec
Asset Amount 144192
Income Amount 25099
Form 990 Revenue Amount -
National Taxonomy of Exempt Entities Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A private foundation. Deductibility Limitation: 30% (generally)

Determination Letter

Final Letter(s) FinalLetter_27-3120778_THEWHELANFAMILYFOUNDATIONINC_08062010_01.tif
FinalLetter_27-3120778_THEWHELANFAMILYFOUNDATIONINC_08062010_02.tif

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name WHELAN FAMILY FOUNDATION INC
EIN 27-3120778
Tax Period 202212
Filing Type E
Return Type 990PF
File View File
Organization Name WHELAN FAMILY FOUNDATION INC
EIN 27-3120778
Tax Period 202112
Filing Type E
Return Type 990PF
File View File
Organization Name WHELAN FAMILY FOUNDATION INC
EIN 27-3120778
Tax Period 202012
Filing Type E
Return Type 990PF
File View File
Organization Name WHELAN FAMILY FOUNDATION INC
EIN 27-3120778
Tax Period 201812
Filing Type P
Return Type 990PF
File View File
Organization Name WHELAN FAMILY FOUNDATION INC
EIN 27-3120778
Tax Period 201712
Filing Type E
Return Type 990PF
File View File
Organization Name WHELAN FAMILY FOUNDATION INC
EIN 27-3120778
Tax Period 201712
Filing Type P
Return Type 990PF
File View File
Organization Name WHELAN FAMILY FOUNDATION INC
EIN 27-3120778
Tax Period 201612
Filing Type E
Return Type 990PF
File View File
Organization Name WHELAN FAMILY FOUNDATION INC
EIN 27-3120778
Tax Period 201512
Filing Type E
Return Type 990PF
File View File
35-6725404 Trust Unconditional Exemption 625 IVANHOE LN, HOLMES BEACH, FL, 34217-1234 2002-01
In Care of Name % JOHN M WHELAN
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Private non-operating foundation
Tax Period 2023-12
Asset 100,000 to 499,999
Income 25,000 to 99,999
Filing Requirement 990 - Not required to file (all other)
PF Filing Requirement 990-PF return
Accounting Period Dec
Asset Amount 492987
Income Amount 37951
Form 990 Revenue Amount -
National Taxonomy of Exempt Entities Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A private foundation. Deductibility Limitation: 30% (generally)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name WHELAN FAMILY FOUNDATION
EIN 35-6725404
Tax Period 202212
Filing Type E
Return Type 990PF
File View File
Organization Name WHELAN FAMILY FOUNDATION
EIN 35-6725404
Tax Period 202112
Filing Type E
Return Type 990PF
File View File
Organization Name WHELAN FAMILY FOUNDATION
EIN 35-6725404
Tax Period 201912
Filing Type E
Return Type 990PF
File View File
Organization Name WHELAN FAMILY FOUNDATION
EIN 35-6725404
Tax Period 201812
Filing Type E
Return Type 990PF
File View File
Organization Name WHELAN FAMILY FOUNDATION
EIN 35-6725404
Tax Period 201612
Filing Type E
Return Type 990PF
File View File
Organization Name WHELAN FAMILY FOUNDATION
EIN 35-6725404
Tax Period 201512
Filing Type E
Return Type 990PF
File View File

Date of last update: 01 Apr 2025

Sources: Florida Department of State