W W Whitlock Foundation

990PF • Fiscal year 2018 • EIN 52-1532383

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

Organization Profile

P O Box 130Mineral, VA 23117

(540) 894-5451

Siviq Scores

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

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

-67%

Higher net margin than 7% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

-4.2%

Faster asset growth than 26% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets26th percentile

Assets

Down

$2,661,428

Down $116,796 (-4.2%) from 2017

Net Assets

Down

$2,661,428

Down $116,796 (-4.2%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue26th percentile Net Margin7th percentile

Revenue

$175,563

Up $192,725 (+1123%) from 2017

Expenses

$292,359

Up $112,052 (+62%) from 2017

Net Income

-$116,796

Up $80,673 (+41%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

Highlighted filing

2018

Assets$2,661,428

Liabilities$0

Net Assets$2,661,428

Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2018

Revenue$175,563

Expenses$292,359

Net Income-$116,796

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: Nov 12, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay42nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ALISON TYLER	Secretary	-	$0	-	-
JOHN D WHITLOCK	President	-	$0	-	-
JANE W SISK	Vice President	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: W W Whitlock Foundation
EIN: 52-1532383
Phone: 5408945451
Address: P O BOX 130, MINERAL, VA 23117

Signing Officer

Name: John D Whitlock
Title: President
Signed: 2019-11-12
Discuss with paid preparer: Yes

Preparer

Firm: Financial Accounting Serv Ltd
Address: PO Box 521 30 Industrial Dr, Louisa, VA 23093
Preparer: Thomas K Luck CPA
Phone: 5409672209

Raw XML Appendix355 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	4	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	5	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	funds US TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	$50,000 bond northland foundation
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	funds CHARLES SCHWAB ACCT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	FUNDS CHARLES SCHWAB ACCT
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	6	Capital Gain Dividends
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	ALISON TYLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	JOHN D WHITLOCK
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	MINERAL
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IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	3530167
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	3437681
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	3500459
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	3494600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	3690032
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	267800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.362008
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	266263
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	267800
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	1537
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	267800
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	P O BOX 130
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	MINERAL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	23117
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	JOHN D WHITLOCK
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5408945451
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	IN WRITING, INCLUDING A DESCRIPTION OF THE RELIGIOUS, CHARITABLE OR EDUCATIONAL PURPOSE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	John D Whitlock or Jane W Sisk
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	5408945451
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 130
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	MINERAL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	VA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	23117
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	MUST BE A RELIGIOUS, CHARITABLE OR EDUCATIONAL ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	JOHN D WHITLOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	267800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	CONTRIBUTIONS TO RELIGIOUS, CHARITABLE & EDUCATIONAL ORGANIZATIONS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	SEE SCHEDULE OF GRANTS ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	MINERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	23117
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	267800
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	158948
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	158948
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	18036
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	4330
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	454799
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	454799
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	131218
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	108852
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	18036
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	4330
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	267800
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	108852
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	586017
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	477165
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	OFFICE AND MISC EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	20985
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	20985
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	25
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	1500
TaxesSchedule/TaxesDetail/Amt	0	1500
TaxesSchedule/TaxesDetail/Amt	1	849
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	849
ReturnHeader/BuildTS	0	2020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JOHN D WHITLOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	W W WHITLOCK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	WWWH
ReturnHeader/Filer/EIN	0	521532383
ReturnHeader/Filer/PhoneNum	0	5408945451
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	P O BOX 130
ReturnHeader/Filer/USAddress/CityNm	0	MINERAL
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	VA
ReturnHeader/Filer/USAddress/ZIPCd	0	23117
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	541205155
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Financial Accounting Serv Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO Box 521 30 Industrial Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Louisa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	23093
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5409672209
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Thomas K Luck CPA
ReturnHeader/ReturnTs	0	2019-11-12T15:18:10-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,661,428
Liabilities: $0
Net assets: $2,661,428
Revenue: $175,563
Expenses: $292,359
Net income: -$116,796

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$5.16	$0.00	$5.16	$0.64	$0.27	$0.36
2023Detailed filing. Detailed filing data is available for this year.	$4.85	$0.00	$4.85	$0.82	$0.16	$0.65
2022Detailed filing. Detailed filing data is available for this year.	$4.19	$0.00	$4.19	$0.82	$0.13	$0.70
2021Detailed filing. Detailed filing data is available for this year.	$3.49	$0.00	$3.49	$0.21	$0.19	$0.02
2020Detailed filing. Detailed filing data is available for this year.	$3.47	$0.00	$3.47	$0.04	$0.12	$0.16
2019Detailed filing. Detailed filing data is available for this year.	$3.64	$0.00	$3.64	$1.46	$0.37	$1.08
2018Detailed filing. Detailed filing data is available for this year.	$2.66	$0.00	$2.66	$0.18	$0.29	$0.12
2017Detailed filing. Detailed filing data is available for this year.	$2.78	$0.00	$2.78	$0.02	$0.18	$0.20
2015Summary only. Only limited summary data is available for this year.	$2.96	$0.00		$0.19	$0.16	$0.03
2014Summary only. Only limited summary data is available for this year.	$2.93	$0.00		$0.14	$0.19	$0.05
2013Summary only. Only limited summary data is available for this year.	$2.98	$0.00		$0.23	$0.67	$0.44
2012Summary only. Only limited summary data is available for this year.	$3.42	$0.00		$0.36	$0.20	$0.16
2011Summary only. Only limited summary data is available for this year.	$3.26	$0.00		$0.90	$0.22	$0.68