Form 990 for tax year 2024
Filed by KATZ-HELEN AND RAY WHITTLE JR FOUNDATION INC.
Totals
- Total revenue
- $227,082
- Total expenses
- $146,779
- Contributions and grants received
- $133,349
- Grants paid
- $75,625
- Program service revenue
- $0
- Investment income
- $90,572
- Other revenue
- $3,161
- Total assets, end of year
- $1,079,857
- Total liabilities, end of year
- $2,235
- Net assets or fund balances, end of year
- $1,077,622
- Program services expenses (Part IX)
- $139,799
- Management and general expenses
- $6,980
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $139,799
Program services were 95.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$133,349
-
3 · Investment income
total $47,168 · excluded $47,168
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $45,993 · other assets $350
-
7b · Less cost or other basis and sales expenses
securities $2,939
-
7c · Gain or loss
securities $43,054 · other assets $350
-
7d · Net gain or loss
total $43,404 · related or exempt $43,404
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: MISCELLANEOUS
total $3,161 · related or exempt $3,161
-
11e · Other revenue, total
$3,161
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $26,500 · program services $26,500
-
2 · Grants to domestic individuals
total $49,125 · program services $49,125
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $27,783 · program services $27,783
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $9,261 · program services $9,261
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $2,834 · program services $2,834
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $7,030 · program services $7,030
-
13 · Office expenses
total $1,200 · program services $1,200
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $4,566 · program services $4,566
-
17 · Travel
total $2,021 · program services $2,021
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: AWARDS CEREMONY EXPENSE
total $6,147 · program services $6,147
-
24b · Other expenses: Investment Advisory Fees
total $3,669 · management and general $3,669
-
24c · Other expenses: PROGRAM DEVELOPMENT
total $3,332 · program services $3,332
-
24d · Other expenses: ADMINISTRATIVE EXPENSES
total $2,497 · management and general $2,497
-
24e · All other expenses
total $814 · management and general $814
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $31,425 · end of year $51,535
-
2 · Savings and temporary cash investments
beginning of year $2,360 · end of year $1,287
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$14,768
-
10b · Land, buildings and equipment: accumulated depreciation
$14,768
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $964,408 · end of year $1,027,035
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $1,257 · end of year $0
-
25 · Other liabilities
beginning of year $2,131 · end of year $2,235
-
31 · Retained earnings, endowment or other funds
beginning of year $997,319 · end of year $1,077,622
Mission and programs · 2024
Mission
TO INFLUENCE THE CHARACTER OF CHILDREN AND YOUTH BY PROMOTING THE GOLDEN RULE CHARACTER LAW, "DO UNTO OTHERS AS YOU WOULD HAVE THEM DO UNTO YOU."
Activities or mission (Part I)
TO SUPPORT SPECIFIC TAX-EXEMPT PUBLIC CHARITIES
-
THE FOUNDATION AWARDED $50 TO $100 CASH AWARDS TO STUDENTS WHO WERE SELECTED AS BEST DEMONSTRATING THE "GOLDEN RULE" WITHIN THE GLYNN AND MCINTOSH COUNTY GEORGIA SCHOOL SYSTEMS. SPECIAL RECOGNITION AWARDS ARE ALSO GIVEN TO SEVERAL SENIORS THROUGH AN INTERVIEW PROCESS. AWARDS OF $1,000 EACH ARE GIVEN TO VARIOUS SCHOOLS IN GLYNN AND MCINTOSH COUNTY SCHOOL SYSTEMS FOR OUTSTANDING PERFORMANCE IN ENCOURAGING STUDENTS TO LIVE BY THE GOLDEN RULE. THERE ARE ALSO STAFF AWARDS GIVEN TO STAFF FOR DEMONSTRATING AND LIVING THE GOLDEN RULE RANGING FROM $1,000 to $1,500.
Expenses $139,799 · Grants $75,625
As filed on the 2024 return.
Listed in Part VII
-
Kelly Howe
Executive Dir.
- Total calculated
- $27,783
- From this org
- $27,783
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.8
-
Ben HartmanBEN HARTMAN
Chairman
- Total calculated
- $0
- Hours/week
- 0.8
-
Senetra Haywood
Director
- Total calculated
- $0
- Hours/week
- 0.8
-
Jerry W HarperJERRY W HARPER
Treasurer
- Total calculated
- $0
- Hours/week
- 0.8
-
Rosemary MauldenROSEMARY MAULDEN
Secretary
- Total calculated
- $0
- Hours/week
- 0.8
-
Annie Franklin Arvin
Director
- Total calculated
- $0
- Hours/week
- 0.8
-
Gerry EggerGERRY EGGER
Vice-Chairman
- Total calculated
- $0
- Hours/week
- 0.8
-
Alice KeenALICE KEEN
Director
- Total calculated
- $0
- Hours/week
- 0.8
-
Melissa H WilliamsMELISSA H WILLIAMS
Director
- Total calculated
- $0
- Hours/week
- 0.8
-
Scott SpenceSCOTT SPENCE
Director
- Total calculated
- $0
- Hours/week
- 0.8
-
Jim PulosJIM PULOS
Director
- Total calculated
- $0
- Hours/week
- 0.8
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
GLYNN COUNTY BOARD OF EDUCATION
501(C)(3) · PUBLIC SCHOOL · GA
-
MCINTOSH COUNTY BOARD OF EDUCATION
501(C)(3) · PUBLIC SCHOOL · GA
-
BOYS & GIRLS CLUBS OF SOUTHEAST GEORGIA
501(C)(3) · PROVIDES A SAFE PLACE FOR BOYS AND GIRLS · GA
-
501(C)(3) · COMMUNITY-BASED MINISTRY SERVING YOUTH · GA
-
501(C)(3) · DEDICATED TO ELIMINATING RACISM · GA
-
501(C)(3) · ADVOCATE FOR ABUSED/ NEGLECTED CHILDREN · GA
-
ST SIMONS PRESBYTERIAN CHRUCH
501(C)(3) · CHURCH · GA
-
501(C)(3) · EMERGENCY SHELTER FOR CHILDREN & YOUTH · GA
-
COMMUNITIES IN SCHOOLS OF GLYNN CO INC
501(C)(3) · DROPOUT PREVENTION PROGRAM · GA
-
THE PIRATES OF THE SPANISH MAIN INC
501(C)(7) · GIRLS COMMUNITY SERVICE ORGANIZATION · GA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 9 May 2025
- IRS schema version
- 2024v5.1
- Source object
- 202531299349302923
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.