Civic Intelligence

Whitaker Fund

990PF • Fiscal year 2015 • EIN 23-7289515

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

Organization Profile
2266 Willow StreetSan Diego, CA 92106

(619) 322-5741

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

23rd percentile

-13%

Higher net margin than 23% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

44th percentile

$5,000

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

44th percentile

-0.8%

Faster asset growth than 44% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

30th percentile

-7.4%

Faster revenue growth than 30% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,003,904

Down $8,144 (-0.8%) from 2014

Net Assets

Down

$1,003,904

Down $8,144 (-0.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin23rd percentile

Revenue

Down

$61,044

Down $4,874 (-7.4%) from 2014

Expenses

Up

$69,188

Up $478 (+0.7%) from 2014

Net Income

Down

-$8,144

Down $5,352 (-192%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $1,024,956Liabilities 2011: $0Net Assets 2011: $1,024,9562011Assets 2012: $1,021,047Liabilities 2012: $0Net Assets 2012: $1,021,0472012Assets 2013: $1,014,840Liabilities 2013: $0Net Assets 2013: $1,014,8402013Assets 2014: $1,012,048Liabilities 2014: $0Net Assets 2014: $1,012,0482014Assets 2015: $1,003,904Liabilities 2015: $0Net Assets 2015: $1,003,9042015Assets 2016: $1,054,095Liabilities 2016: $0Net Assets 2016: $1,000,1882016Assets 2017: $987,634Liabilities 2017: $0Net Assets 2017: $987,6342017Assets 2018: $984,642Liabilities 2018: $0Net Assets 2018: $984,6422018Assets 2019: $973,942Liabilities 2019: $0Net Assets 2019: $973,9422019Assets 2020: $960,578Liabilities 2020: $0Net Assets 2020: $960,5782020Assets 2021: $972,375Liabilities 2021: $0Net Assets 2021: $972,3752021Assets 2022: $974,634Liabilities 2022: $0Net Assets 2022: $974,6342022Assets 2024: $952,370Liabilities 2024: $0Net Assets 2024: $952,3702024

Highlighted filing

2015

Assets$1,003,904
Liabilities$0
Net Assets$1,003,904
Open 2015 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KExpenses 2011: $67,2502011Expenses 2012: $70,8212012Revenue 2013: $63,620Expenses 2013: $69,827Net Income 2013: -$6,2072013Revenue 2014: $65,918Expenses 2014: $68,710Net Income 2014: -$2,7922014Revenue 2015: $61,044Expenses 2015: $69,188Net Income 2015: -$8,1442015Revenue 2016: $64,909Expenses 2016: $68,625Net Income 2016: -$3,7162016Revenue 2017: $69,534Expenses 2017: $69,647Net Income 2017: -$1132017Revenue 2018: $76,645Expenses 2018: $69,309Net Income 2018: $7,3362018Revenue 2019: $58,707Expenses 2019: $69,407Net Income 2019: -$10,7002019Revenue 2020: $57,093Expenses 2020: $69,257Net Income 2020: -$12,1642020Revenue 2021: $79,977Expenses 2021: $69,166Net Income 2021: $10,8112021Revenue 2022: $73,651Expenses 2022: $71,392Net Income 2022: $2,2592022Revenue 2024: $72,600Expenses 2024: $75,456Net Income 2024: -$2,8562024

Highlighted filing

2015

Revenue$61,044
Expenses$69,188
Net Income-$8,144
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN K WRIGHTSectreary/TreasurerPT$5,000-$5,000
FRED C WHITAKER JRPresident/Director-$0--
Filing and Contact Details

Filer

Filer Name
Whitaker Fund
EIN
23-7289515
In Care Of
% JOHNATHAN K WRIGHT
Phone
6193225741
Address
2266 WILLOW STREET, SAN DIEGO, CA 92106

Signing Officer

Name
Jonathan K Wright
Title
Secretary/treasurer
Phone
6107013273
Signed
2016-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Withum Smith Brown Pc
Address
2 LOGAN SQ STE 2001, PHILADELPHIA, PA 19103-2726
Preparer
Thomas J Fleming
Phone
6107013273
Raw XML Appendix389 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VANGUARD INFLATION PROTECTION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VANGUARD WELLESLEY INCOME FUND
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FRED C WHITAKER JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JONATHAN K WRIGHT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt98000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt106000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt116500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN CANCER SOCIETY -
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN HEART ASSOCIATIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ANGELS OF ASSISSI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BOYS AND GILRS CLUB OF RO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BRADLEY FREE CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5UNITED WAY OF ROANOKE VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6THE RESCUE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7HABITAT FOR HUMANITY ROANOKE VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8JUVENILE DIABETES FOUN ROANOKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9LEUKEMIA SOCIETY OF VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10VA WESTERN COMM COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11THE VA COLLEGE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12WESTERN VA FOUND FOR ART & SCI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13VA FOUND FOR INDEPENDENT COLLEGES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt13PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02840 ELECTRIC ROAD STE 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14504 STARKEY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2415 CAMPBELL AVE SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31714 9TH STREET SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41240 3RD ST SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5325 CAMPBELL AVE SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6402 4TH STREET SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7403 SALEM AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt83959 ELECTRIC RD STE 222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt93 INTERNATIONAL DR STE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt103094 COLONIAL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt114900 AUGUSTA AVE STE 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt121 MARKET SQUARE SE STE 5
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt138010 RIDGE RD STE B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROANOKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ROANOKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ROANOKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ROANOKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ROANOKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ROANOKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6ROANOKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7ROANOKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8ROANOKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9RYE BROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10ROANOKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12ROANOKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd024018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd124018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd224016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd324013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd424016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd524016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd624013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd724016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd824018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd910573
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1024015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1123230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1224011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1323229
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt062500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt060936
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt060936
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09715
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07049
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04816
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04820
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07184
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07184
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt035267
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08867
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09715
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07049
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04816
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04820
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt069803
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08867
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt042451
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt033584
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMPUTER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0248
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL NET INVESTMENT INCOME
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN K WRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06107013273
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITAKER FUND
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0237289515
ReturnHeader/Filer/InCareOfNm0% JOHNATHAN K WRIGHT
ReturnHeader/Filer/PhoneNum06193225741
ReturnHeader/Filer/USAddress/AddressLine1Txt02266 WILLOW STREET
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092106
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUM SMITH BROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 LOGAN SQ STE 2001
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0191032726
ReturnHeader/PreparerPersonGrp/PhoneNum06107013273
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas J Fleming
ReturnHeader/ReturnTs02016-05-12T09:06:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,003,904
Liabilities
$0
Net assets
$1,003,904
Revenue
$61,044
Expenses
$69,188
Net income
-$8,144
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.07$0.08$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.07$0.07$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.08$0.07$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.06$0.07$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.06$0.07$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.08$0.07$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.07$0.07$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.00$0.06$0.07$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.06$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.07$0.07$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.06$0.07$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.07