WHITEMAN 4G FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WHITEMAN 4G FOUNDATION (EIN 20-5478191)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-15
- IRS object ID
- 202621669349100162
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-15T09:08:20-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464386449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CK Sato CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1240 E Lehi Rd | AddressLine1Txt |
| City | Mesa | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205478191 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Whiteman 4G Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Alyssa Cunningham | InCareOfNm |
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 4806440253 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1240 E Lehi Rd | AddressLine1Txt |
| City | Mesa | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALYSSA CUNNINGHAM | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4806440253 | PhoneNum |
| Signature | 2026-06-15 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CK SATO | PreparerPersonNm |
| PTIN | P00155335 | PTIN |
| Phone | 4806440253 | PhoneNum |
| Preparation | 2026-06-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,606,359 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,965 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,965 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9,965 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $32,802 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,802 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $32,802 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $186,966 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $785,232 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $186,966 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,219 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $229,733 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $229,733 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $45,986 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $10,450 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $17,862 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,062 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $10,062 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,081 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,081 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $421 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $263 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $263 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $158 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,814 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,357 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $13,406 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,958 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,814 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,357 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $13,406 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $87,958 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $117,919 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $219,376 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $32,580 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,422 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,873 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,873 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,198,123 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,318,640 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,590,486 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,235 | OtherAssetsBOYAmt |
| Total Assets BOY | $1,215,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,334,513 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,606,359 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $814 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $814 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,215,780 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,333,699 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,215,780 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,333,699 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,215,780 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,334,513 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,215,780 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $117,919 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,333,699 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,333,699 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (116 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US TSY | P | 2024-09-04 | 2025-07-08 | $988 | $1,002 | -$14 | -$14 |
| US TSY | P | 2025-02-21 | 2025-08-15 | $1,000 | $995 | $5 | $5 |
| US TSY | P | 2024-03-22 | 2025-02-28 | $3,000 | $2,993 | $7 | $7 |
| APPLOVIN CORP | P | 2024-08-29 | 2025-05-27 | $2,136 | $530 | $1,606 | $1,606 |
| ASTRAZENECA | P | 2024-08-12 | 2025-05-21 | $9,591 | $10,855 | -$1,264 | -$1,264 |
| AXON ENTERPRISE | P | 2025-03-11 | 2025-05-21 | $732 | $526 | $206 | $206 |
| APPLIED MATERIAL | P | 2024-10-09 | 2025-03-25 | $1,075 | $1,423 | -$348 | -$348 |
| BROADCOM | P | 2024-08-29 | 2025-05-21 | $18,085 | $14,044 | $4,041 | $4,041 |
| BOEING | P | 2025-02-03 | 2025-06-06 | $630 | $528 | $102 | $102 |
| CONSOLIDATED EDISON | P | 2025-08-14 | 2025-09-03 | $4,383 | $4,397 | -$14 | -$14 |
| CONSTELLATION ENERGY | P | 2025-03-25 | 2025-05-27 | $604 | $451 | $153 | $153 |
| DELL TECHNOLOGIES | P | 2024-04-01 | 2025-02-03 | $1,092 | $1,340 | -$248 | -$248 |
| DATADOG INC | P | 2025-07-03 | 2025-08-12 | $2,717 | $2,797 | -$80 | -$80 |
| DOORDASH INC | P | 2025-05-19 | 2025-05-21 | $7,755 | $6,443 | $1,312 | $1,312 |
| DOLLAR GENERAL | P | 2025-04-04 | 2025-07-03 | $1,951 | $1,603 | $348 | $348 |
| D R HORTON | P | 2024-03-11 | 2025-02-21 | $6,829 | $8,277 | -$1,448 | -$1,448 |
| EQUIFAX | P | 2024-08-29 | 2025-04-16 | $2,659 | $3,104 | -$445 | -$445 |
| GE VERNOVA | P | 2024-10-11 | 2025-10-06 | $4,824 | $2,391 | $2,433 | $2,433 |
| GILEAD SCIENCES | P | 2024-12-12 | 2025-05-21 | $8,778 | $7,289 | $1,489 | $1,489 |
| HCA HEALTHCARE | P | 2025-02-21 | 2025-10-17 | $7,096 | $5,337 | $1,759 | $1,759 |
| INTERACTIVE BROKERS | P | 2024-11-22 | 2025-06-23 | $15,917 | $15,521 | $396 | $396 |
| LOWES COMPANIES | P | 2024-08-29 | 2025-05-27 | $1,347 | $1,500 | -$153 | -$153 |
| MARVELL TECH | P | 2025-01-24 | 2025-05-27 | $1,990 | $3,812 | -$1,822 | -$1,822 |
| MONGODB INC | P | 2025-03-25 | 2025-08-12 | $1,427 | $1,779 | -$352 | -$352 |
| MICRON TECHNOLOGY | P | 2024-11-01 | 2025-10-10 | $12,564 | $12,810 | -$246 | -$246 |
| NETFLIX | P | 2025-04-16 | 2025-12-30 | $3,094 | $3,199 | -$105 | -$105 |
| NOVO NORDISK | P | 2025-01-24 | 2025-03-25 | $2,991 | $4,606 | -$1,615 | -$1,615 |
| ORACLE CORP | P | 2024-10-04 | 2025-07-31 | $2,492 | $1,697 | $795 | $795 |
| PEPSICO | P | 2024-08-29 | 2025-04-16 | $1,863 | $2,173 | -$310 | -$310 |
| PROCTER & GAMBLE | P | 2025-02-03 | 2025-07-31 | $3,954 | $4,195 | -$241 | -$241 |
| SPOTIFY | P | 2025-01-24 | 2025-04-29 | $558 | $508 | $50 | $50 |
| SAP SE SHS | P | 2025-04-29 | 2025-10-06 | $1,160 | $1,165 | -$5 | -$5 |
| SEAGATE TECH | P | 2024-04-17 | 2025-01-17 | $10,100 | $7,747 | $2,353 | $2,353 |
| SANDISK CORP | P | 2024-11-26 | 2025-03-07 | $776 | $758 | $18 | $18 |
| SPROUTS FARMERS MARKETS | P | 2025-07-07 | 2025-11-12 | $2,369 | $4,770 | -$2,401 | -$2,401 |
| WELLTOWER | P | 2024-10-15 | 2025-05-21 | $9,414 | $8,110 | $1,304 | $1,304 |
| TPG INC REG SHS | P | 2024-07-29 | 2025-03-13 | $3,407 | $3,590 | -$183 | -$183 |
| TEXAS INTRUMENTS | P | 2025-02-21 | 2025-10-13 | $5,575 | $6,143 | -$568 | -$568 |
| TESLA | P | 2024-11-08 | 2025-03-25 | $13,283 | $13,018 | $265 | $265 |
| T-MOBILE US | P | 2024-08-29 | 2025-04-29 | $1,453 | $1,153 | $300 | $300 |
| TRADE THE DESK | P | 2024-12-12 | 2025-08-08 | $1,252 | $3,066 | -$1,814 | -$1,814 |
| RTX CORP | P | 2024-08-12 | 2025-05-21 | $9,266 | $7,806 | $1,460 | $1,460 |
| UNITEDHEALTH GROUP | P | 2024-11-08 | 2025-05-19 | $7,892 | $15,885 | -$7,993 | -$7,993 |
| VERTIV HLDG | P | 2024-06-14 | 2025-05-21 | $14,312 | $13,275 | $1,037 | $1,037 |
| WORKDAY INC | P | 2025-03-13 | 2025-05-21 | $7,275 | $6,892 | $383 | $383 |
| XCEL ENERGY | P | 2024-09-17 | 2025-05-21 | $5,221 | $4,806 | $415 | $415 |
| WALMART | P | 2024-06-05 | 2025-05-21 | $1,157 | $800 | $357 | $357 |
| WSTN DIGITAL CORP | P | 2024-08-29 | 2025-04-04 | $1,143 | $1,929 | -$786 | -$786 |
| WELLS FARGO | P | 2025-01-17 | 2025-07-08 | $5,242 | $5,335 | -$93 | -$93 |
| FIRST EAGLE GLOBAL FUND | P | 2025-05-21 | 2025-07-08 | $12,370 | $11,966 | $404 | $404 |
| TAKE TWO INTER SOFTWARE | P | 2024-09-06 | 2025-07-07 | $1,208 | $789 | $419 | $419 |
| US TSY | P | 2023-10-26 | 2025-07-08 | $973 | $922 | $51 | $51 |
| US TSY | P | 2023-10-26 | 2025-08-15 | $27,000 | $26,125 | $875 | $875 |
| US TSY | P | 2023-10-26 | 2025-07-08 | $2,016 | $1,943 | $73 | $73 |
| US TSY | P | 2026-10-26 | 2025-02-28 | $24,000 | $23,815 | $185 | $185 |
| US TSY | P | 2023-10-26 | 2025-07-08 | $1,003 | $968 | $35 | $35 |
| US TSY | P | 2024-02-23 | 2025-05-07 | $1,006 | $988 | $18 | $18 |
| APPLOVIN CORP | P | 2024-08-29 | 2025-09-18 | $1,242 | $177 | $1,065 | $1,065 |
| AMAZON COM INC | P | 2019-08-27 | 2025-05-21 | $27,306 | $11,234 | $16,072 | $16,072 |
| ASTRAZENECA PLC SPND ADR | P | 2024-08-14 | 2025-10-10 | $4,676 | $4,581 | $95 | $95 |
| ALPHABET INC | P | 2023-10-25 | 2025-05-21 | $29,020 | $19,411 | $9,609 | $9,609 |
| AMER EXPRESS | P | 2023-10-25 | 2025-05-21 | $8,200 | $4,024 | $4,176 | $4,176 |
| APPLE INC | P | 2023-10-25 | 2025-05-21 | $50,197 | $27,379 | $22,818 | $22,818 |
| APPLIED MATERIAL INC | P | 2023-10-25 | 2025-02-26 | $1,152 | $910 | $242 | $242 |
| BROADCOM | P | 2016-04-29 | 2025-04-16 | $524 | $44 | $480 | $480 |
| CONSOLIDATED EDISON | P | 2023-12-15 | 2025-08-27 | $28,313 | $24,640 | $3,673 | $3,673 |
| CHENIERE ENERGY | P | 2024-09-29 | 2025-09-22 | $3,014 | $2,266 | $748 | $748 |
| COSTCO WHOLESALE | P | 2023-10-25 | 2025-05-21 | $9,189 | $4,945 | $4,244 | $4,244 |
| CATERPILLAR INC | P | 2023-10-25 | 2025-04-25 | $10,024 | $7,626 | $2,398 | $2,398 |
| DATADOG INC | P | 2023-10-25 | 2025-02-26 | $953 | $699 | $254 | $254 |
| EXXON MOBIL | P | 2023-10-25 | 2025-05-21 | $11,360 | $11,628 | -$268 | -$268 |
| EATON CORP | P | 2023-09-13 | 2025-04-16 | $1,350 | $1,111 | $239 | $239 |
| FREEPORT-MCMORAN | P | 2024-05-09 | 2025-05-21 | $1,026 | $1,372 | -$346 | -$346 |
| FIFTH THIRD BANCORP | P | 2023-12-18 | 2025-05-21 | $5,466 | $4,941 | $525 | $525 |
| META PLATFORMS | P | 2023-10-25 | 2025-05-21 | $17,420 | $8,099 | $9,321 | $9,321 |
| FERRARI NV | P | 2023-10-25 | 2025-05-21 | $496 | $300 | $196 | $196 |
| GENL DYNAMICS CORP | P | 2023-10-25 | 2025-04-30 | $1,085 | $970 | $115 | $115 |
| HCA HEALTHCARE | P | 2023-10-25 | 2025-05-21 | $9,616 | $5,640 | $3,976 | $3,976 |
| HOME DEPOT | P | 2023-10-25 | 2025-05-21 | $2,218 | $1,683 | $535 | $535 |
| INTUITIVE SURGICAL | P | 2023-10-25 | 2025-01-24 | $3,043 | $1,938 | $1,105 | $1,105 |
| INTL BUSINESS MACHINES | P | 2023-10-25 | 2025-05-21 | $7,325 | $3,827 | $3,498 | $3,498 |
| INTERACTIVE BROKERS GROUP | P | 2024-11-25 | 2025-12-12 | $2,742 | $2,049 | $693 | $693 |
| JPMORGAN CHASE | P | 2020-04-16 | 2025-05-21 | $14,088 | $5,021 | $9,067 | $9,067 |
| LINDE PLC NEW | P | 2023-10-25 | 2025-07-08 | $470 | $363 | $107 | $107 |
| ELI LILLY & CO | P | 2024-01-26 | 2025-05-21 | $27,516 | $20,380 | $7,136 | $7,136 |
| LOWES COMPANIES | P | 2023-12-15 | 2025-05-27 | $1,347 | $1,354 | -$7 | -$7 |
| MASTERCARD INC | P | 2023-10-25 | 2025-04-16 | $520 | $385 | $135 | $135 |
| S&P GLOBAL | P | 2024-08-29 | 2025-09-19 | $3,090 | $2,791 | $299 | $299 |
| MONGODB | P | 2024-07-01 | 2025-07-07 | $1,996 | $2,824 | -$828 | -$828 |
| MICROSOFT CORP | P | 2016-04-29 | 2025-05-21 | $31,719 | $12,180 | $19,539 | $19,539 |
| MICRON TECHNOLOGY | P | 2024-11-01 | 2025-12-12 | $753 | $300 | $453 | $453 |
| NVIDIA | P | 2023-12-01 | 2025-11-25 | $41,831 | $12,227 | $29,604 | $29,604 |
| ORACLE CORP | P | 2024-10-04 | 2025-11-25 | $757 | $681 | $76 | $76 |
| PRINCIPAL FINANCIAL | P | 2023-11-21 | 2025-01-22 | $9,185 | $8,218 | $967 | $967 |
| PALO ALTO NETWORKS | P | 2023-10-25 | 2025-05-21 | $5,493 | $3,662 | $1,831 | $1,831 |
| PEPSICO INC | P | 2024-03-28 | 2025-04-16 | $1,001 | $1,204 | -$203 | -$203 |
| PROCTER & GAMBLE CO | P | 2024-02-05 | 2025-03-25 | $2,026 | $1,464 | $562 | $562 |
| PROGRESSIVE CRP OHIO | P | 2024-01-26 | 2025-05-21 | $12,078 | $7,676 | $4,402 | $4,402 |
| SEAGATE TECH HLDGS PUB | P | 2024-04-17 | 2025-05-21 | $14,802 | $8,386 | $6,416 | $6,416 |
| SANDISK CORP | P | 2024-02-19 | 2025-03-04 | $304 | $276 | $28 | $28 |
| SERVICENOW INC | P | 2024-08-29 | 2025-12-31 | $4,109 | $3,253 | $856 | $856 |
| WASTE CONNECTIONS | P | 2023-10-25 | 2025-05-21 | $9,185 | $6,592 | $2,593 | $2,593 |
| STRYKER CORP | P | 2023-10-25 | 2025-05-21 | $7,239 | $4,917 | $2,322 | $2,322 |
| TJX COS INC NEW | P | 2023-10-25 | 2025-05-21 | $8,135 | $5,594 | $2,541 | $2,541 |
| TOPBUILD CORP | P | 2023-12-15 | 2025-07-08 | $715 | $690 | $25 | $25 |
| TEXAS INSTRUMENTS | P | 2023-10-25 | 2025-10-13 | $8,144 | $6,211 | $1,933 | $1,933 |
| TAKE TWO INTER SOFTWARE | P | 2023-10-25 | 2025-02-03 | $1,645 | $1,094 | $551 | $551 |
| T-MOBILE US INC | P | 2024-08-29 | 2025-10-06 | $3,223 | $2,336 | $887 | $887 |
| UBER TECHNOLOGIES | P | 2024-02-05 | 2025-03-25 | $457 | $415 | $42 | $42 |
| RTX CORP | P | 2024-08-14 | 2025-10-10 | $3,184 | $2,352 | $832 | $832 |
| VERTIV HLDG CO | P | 2024-06-14 | 2025-06-23 | $2,212 | $1,963 | $249 | $249 |
| VISA INC | P | 2023-10-25 | 2025-05-21 | $8,504 | $5,676 | $2,828 | $2,828 |
| ZOETIS INC | P | 2023-11-09 | 2025-08-13 | $7,443 | $8,252 | -$809 | -$809 |
| WALMART | P | 2023-10-25 | 2025-05-21 | $5,894 | $3,446 | $2,448 | $2,448 |
| WSTN DIGITAL CORP DEL | P | 2024-03-14 | 2025-04-04 | $927 | $1,420 | -$493 | -$493 |
| WILLIAMS COMPANIES DEL | P | 2023-10-25 | 2025-05-21 | $4,288 | $2,497 | $1,791 | $1,791 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $186,966 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,219 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,049 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,049 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,049 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,735 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,735 | TotalPaymentsAndCreditsAmt |
| Tax Due | $314 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | JEFF WHITEMAN | IndividualWithBooksNm |
| Phone | 4806440253 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1725 S Country Club Dr | AddressLine1Txt |
| City | Mesa | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Jeff Whiteman | ||||||||
| 1725 S Country Club Dr | Mesa | AZ | 85210 | Director | 1.00 | $0 | $0 | $0 |
| Alyssa Cunningham | ||||||||
| 1725 S Country Club Dr | Mesa | AZ | 85210 | President | 1.00 | $0 | $0 | $0 |
| Lexi Nielsen | ||||||||
| 1725 S Country Club Dr | Mesa | AZ | 85210 | Secretary | 1.00 | $0 | $0 | $0 |
| Austin Standifird | ||||||||
| 1725 S Country Club Dr | Mesa | AZ | 85210 | Treasurer | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,495,365 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,650 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,516,015 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,516,015 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,740 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,493,275 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,664 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,664 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,049 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,049 | TotalTaxAmt |
| Distributable Before Adj | $71,615 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $71,615 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $71,615 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $87,958 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $87,958 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,615 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $7,282 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,465 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,523 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,521 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,586 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $74,377 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $87,958 | QualifyingDistributionsAmt |
| Applied To Current Year | $71,615 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,343 | RemainingDistriFromCorpusAmt |
| Total Corpus | $90,720 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,282 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $83,438 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,465 | ExcessFromYear4Amt |
| Excess From Year3 | $13,523 | ExcessFromYear3Amt |
| Excess From Year2 | $22,521 | ExcessFromYear2Amt |
| Excess From Year1 | $14,586 | ExcessFromYear1Amt |
| Excess From Current Year | $16,343 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BOARD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1725 S Country Club Drive | AddressLine1Txt |
| City | Mesa | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4806334300 | RecipientPhoneNum |
| Form And Info And Materials | No specific application required | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Arizona Brainfood | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 E McKellips Rd | AddressLine1Txt |
| City | Mesa | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | Food for needy Children | GrantOrContributionPurposeTxt |
| Amt | $80,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,965 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $32,802 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $42,767 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,767 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting and Taxes | CategoryTxt |
| Amt | $10,450 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Arizona no longer requires filing copy of Form 990PF with the AZ AttorneyGeneral office starting in 2018 | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stocks and mutual funds | StockNm |
| EOY Book Value | $1,318,640 | EOYBookValueAmt |
| EOYFMV | $1,590,486 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Estimated Tax Applied | Desc |
| BOY Book Value | $1,235 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Dues | $150 | $0 | $0 | $150 |
| Accrued Interest | $263 | $263 | $263 | $0 |
| Depository Bank Fee | $8 | $0 | $0 | $8 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Tax payable | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $814 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Director fees | $7,800 | $0 | $0 | $7,800 |
| Merrill Lynch | $10,062 | $10,062 | $10,062 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Excise tax current year | $3,049 | $0 | $3,049 | $0 |
| Foreign tax | $32 | $32 | $32 | $0 |