WHITEMAN 4G FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WHITEMAN 4G FOUNDATION (EIN 20-5478191)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-10
- IRS object ID
- 202401629349100220
- Schema version
- 2023v5.0
- 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 | 2024-06-10T14:58:12-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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) |
|---|---|---|
| Business Name Control | WHIT | BusinessNameControlTxt |
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 | Austin Standifird | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4806440253 | PhoneNum |
| Signature | 2024-06-06 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Austin | PersonFirstNm |
| Person Last | Standifird | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CK Sato | PreparerPersonNm |
| PTIN | P00155335 | PTIN |
| Phone | 4806440253 | PhoneNum |
| Preparation | 2024-06-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,312,613 | 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 | $193 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $193 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $193 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $26,252 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,252 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $26,252 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $226,267 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,489,474 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $226,267 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $252,712 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $252,712 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $26,445 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $9,525 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $17,068 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,268 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $9,268 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,800 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,331 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,331 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $1,331 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $3,565 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,565 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,565 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $331 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $321 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $321 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,820 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,485 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $14,485 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,810 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $106,820 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,485 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $14,485 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,810 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $145,892 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $238,227 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,960 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,741 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,006 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,006 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $947,886 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,095,138 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,283,607 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,189 | OtherAssetsBOYAmt |
| Total Assets BOY | $977,816 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,124,144 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,312,613 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $436 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $436 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $977,816 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,123,708 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $977,816 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,123,708 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $977,816 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,124,144 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $977,816 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $145,892 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,123,708 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,123,708 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (83 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| Adobe | P | 2023-10-25 | 2023-12-15 | $1,169 | $1,040 | $129 |
| AON | P | 2023-10-25 | 2023-11-17 | $8,565 | $8,335 | $230 |
| Astrazeneca | P | 2023-10-25 | 2023-11-15 | $380 | $385 | -$5 |
| AMN Electric | P | 2023-09-13 | 2023-10-25 | $5,268 | $5,541 | -$273 |
| AE | P | 2023-10-25 | 2023-12-01 | $1,198 | $1,006 | $192 |
| Chenier Energy | P | 2022-09-02 | 2023-03-08 | $23,175 | $24,527 | -$1,352 |
| Costco | P | 2023-10-25 | 2023-12-15 | $646 | $549 | $97 |
| Caterpillar | P | 2023-10-25 | 2023-12-15 | $2,542 | $2,214 | $328 |
| Datadog | P | 2023-10-25 | 2023-12-04 | $234 | $165 | $69 |
| DTE Energy | P | 2023-03-08 | 2023-10-25 | $12,731 | $13,779 | -$1,048 |
| Digital Realty | P | 2023-09-13 | 2023-10-25 | $23,406 | $25,730 | -$2,324 |
| Exxon | P | 2023-10-25 | 2023-12-15 | $7,064 | $7,607 | -$543 |
| Eaton Corp | P | 2023-07-06 | 2023-10-25 | $23,382 | $23,949 | -$567 |
| Equinix | P | 2023-07-06 | 2023-10-25 | $4,755 | $5,449 | -$694 |
| Meta Platforms | P | 2023-10-25 | 2023-12-15 | $4,627 | $4,200 | $427 |
| Ishares 03 | P | 2023-03-08 | 2023-10-25 | $30,184 | $30,075 | $109 |
| Ishares TR | P | 2022-10-28 | 2023-10-25 | $11,880 | $12,011 | -$131 |
| Invesco QQQ | P | 2023-10-23 | 2023-10-26 | $19,198 | $19,607 | -$409 |
| Invesco S&P | P | 2022-10-28 | 2023-10-25 | $67,722 | $70,816 | -$3,094 |
| GSK | P | 2022-10-12 | 2023-01-11 | $14,122 | $12,491 | $1,631 |
| HCA Healthcare | P | 2023-01-11 | 2023-09-13 | $28,939 | $27,528 | $1,411 |
| Home Depot | P | 2023-10-25 | 2023-11-09 | $6,697 | $6,453 | $244 |
| Illumina | P | 2022-10-12 | 2023-01-11 | $13,028 | $12,874 | $154 |
| JP Morgan | P | 2023-03-08 | 2023-10-25 | $30,097 | $30,090 | $7 |
| IBM | P | 2023-10-25 | 2023-12-15 | $813 | $683 | $130 |
| Interactive Brokers | P | 2023-10-25 | 2023-12-18 | $1,129 | $1,115 | $14 |
| Eli Lilly | P | 2023-07-06 | 2023-11-09 | $6,661 | $5,117 | $1,544 |
| NCINO | P | 2022-09-02 | 2023-03-08 | $18,438 | $21,982 | -$3,544 |
| Nvidia | P | 2023-10-25 | 2023-12-04 | $452 | $417 | $35 |
| Palo Alto Networks | P | 2023-10-25 | 2023-12-15 | $5,142 | $4,151 | $991 |
| Progressive | P | 2023-10-25 | 2023-12-15 | $7,656 | $7,811 | -$155 |
| Realty Income | P | 2023-07-06 | 2023-10-25 | $23,391 | $27,919 | -$4,528 |
| Rockwell Automation | P | 2023-10-25 | 2023-11-09 | $3,097 | $3,164 | -$67 |
| Waste Connections | P | 2023-10-25 | 2023-11-17 | $7,034 | $7,263 | -$229 |
| TJX | P | 2023-10-25 | 2023-12-04 | $266 | $266 | |
| Tractor Supply | P | 2023-10-25 | 2023-11-09 | $6,433 | $6,553 | -$120 |
| TI | P | 2023-10-25 | 2023-11-09 | $4,676 | $4,376 | $300 |
| Johnson Controls | P | 2023-09-13 | 2023-10-25 | $21,640 | $25,942 | -$4,302 |
| Uber Tech | P | 2023-10-25 | 2023-12-15 | $433 | $297 | $136 |
| United Health | P | 2023-10-25 | 2023-12-15 | $2,670 | $2,645 | $25 |
| Visa | P | 2023-10-25 | 2023-11-09 | $12,562 | $12,063 | $499 |
| Walmart | P | 2023-10-25 | 2023-12-01 | $6,474 | $6,837 | -$363 |
| Williams Companies | P | 2023-10-25 | 2023-12-01 | $1,596 | $1,483 | $113 |
| First Eagle | P | 2023-12-02 | 2023-10-25 | $4,696 | $4,622 | $74 |
| Cohen Steers Pref | P | 2023-09-22 | 2023-10-25 | $14,251 | $14,984 | -$733 |
| Vanguard ST | P | 2022-10-31 | 2023-07-07 | $25,205 | $25,000 | $205 |
| Amazon | P | 2019-08-27 | 2023-10-25 | $2,421 | $1,760 | $661 |
| Vanguard ST | P | 2011-12-27 | 2023-07-07 | $48,764 | $51,996 | -$3,232 |
| American Funds | P | 2011-03-14 | 2023-10-25 | $53,710 | $30,261 | $23,449 |
| Abbvie | P | 2018-10-23 | 2023-10-25 | $32,694 | $17,382 | $15,312 |
| AMN Electric | P | 2019-01-31 | 2023-10-25 | $21,071 | $22,343 | -$1,272 |
| Apple | P | 2016-04-29 | 2023-05-25 | $4,312 | $586 | $3,726 |
| Blackstone | P | 2015-11-30 | 2023-10-25 | $27,594 | $7,811 | $19,783 |
| Broadcom | P | 2016-04-29 | 2023-10-25 | $39,464 | $6,822 | $32,642 |
| Bank Nova Scotia | P | 2020-10-06 | 2023-10-23 | $19,885 | $20,383 | -$498 |
| DTE Energy | P | 2022-10-12 | 2023-10-25 | $11,751 | $12,419 | -$668 |
| First Nasdaq | P | 2021-10-11 | 2023-03-08 | $10,487 | $12,269 | -$1,782 |
| Ishares 510 | P | 2014-01-07 | 2023-10-25 | $83,161 | $94,109 | -$10,948 |
| Invesco QQQ | P | 2020-03-26 | 2023-10-25 | $51,100 | $27,981 | $23,119 |
| L3 Harris Tech | P | 2021-06-25 | 2023-03-08 | $26,520 | $27,567 | -$1,047 |
| SPDR SP Midcap | P | 2019-08-27 | 2023-09-22 | $22,155 | $16,758 | $5,397 |
| Invitation Homes | P | 2020-06-10 | 2023-10-25 | $27,409 | $25,006 | $2,403 |
| JP Morgan Chase | P | 2020-04-16 | 2023-10-25 | $12,252 | $7,921 | $4,331 |
| Johnson & Johnson | P | 2019-08-27 | 2023-10-25 | $15,143 | $13,380 | $1,763 |
| Lauder Estee | P | 2018-10-23 | 2023-09-13 | $19,797 | $17,579 | $2,218 |
| Microsoft | P | 2016-04-29 | 2023-05-16 | $18,174 | $2,691 | $15,483 |
| Nextera Energy | P | 2021-07-28 | 2023-10-25 | $4,522 | $6,191 | -$1,669 |
| Northrop Grumman | P | 2013-08-07 | 2023-10-25 | $29,033 | $5,750 | $23,283 |
| P&G | P | 2019-01-31 | 2023-10-25 | $6,334 | $4,027 | $2,307 |
| Qualcomm | P | 2015-05-07 | 2023-10-25 | $24,063 | $15,210 | $8,853 |
| Shell | P | 2022-10-12 | 2023-10-25 | $16,743 | $12,642 | $4,101 |
| Salesforce | P | 2017-01-17 | 2023-10-25 | $14,310 | $5,241 | $9,069 |
| Truist Fin | P | 2020-06-10 | 2023-05-25 | $24,184 | $32,086 | -$7,902 |
| Target | P | 2019-01-31 | 2023-10-25 | $19,329 | $12,733 | $6,596 |
| Raytheon | P | 2013-08-07 | 2023-10-25 | $24,939 | $12,376 | $12,563 |
| First Eagle | P | 2019-12-27 | 2023-10-25 | $108,399 | $109,040 | -$641 |
| Cohen & Steers | P | 2021-01-05 | 2023-10-25 | $32,526 | $40,076 | -$7,550 |
| Vanguard Short | P | 2015-12-14 | 2023-07-07 | $19,832 | $21,390 | -$1,558 |
| American Funds | P | 2012-12-27 | 2023-10-25 | $618 | $370 | $248 |
| SPDR S&P Midcap | P | 2011-03-14 | 2023-10-25 | $32,176 | $12,966 | $19,210 |
| Johnson & Johnson | P | 2007-04-17 | 2023-10-25 | $15,405 | $6,492 | $8,913 |
| Nextera Energy | P | 2011-10-04 | 2023-10-25 | $19,250 | $4,123 | $15,127 |
| P&G | P | 2007-04-17 | 2023-10-25 | $34,223 | $14,359 | $19,864 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $226,267 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$15,387 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,311 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,311 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,311 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,311 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,311 | TotalPaymentsAndCreditsAmt |
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 |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,251,183 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,177 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,291,360 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,291,360 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,370 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,271,990 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,600 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,600 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,311 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,311 | TotalTaxAmt |
| Distributable Before Adj | $60,289 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $60,289 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $60,289 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,810 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $82,810 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,289 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $15,658 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $34,570 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,282 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,465 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,523 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $87,498 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $82,810 | QualifyingDistributionsAmt |
| Applied To Current Year | $60,289 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,521 | RemainingDistriFromCorpusAmt |
| Total Corpus | $110,019 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $15,658 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $94,361 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $34,570 | ExcessFromYear4Amt |
| Excess From Year3 | $7,282 | ExcessFromYear3Amt |
| Excess From Year2 | $16,465 | ExcessFromYear2Amt |
| Excess From Year1 | $13,523 | ExcessFromYear1Amt |
| Excess From Current Year | $22,521 | 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 |
| Grant Or Contribution Purpose | Food for needy Children | GrantOrContributionPurposeTxt |
| Amt | $75,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,000 | 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 | $43 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $26,252 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $26,295 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,295 | 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 | $9,525 | 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 Attorney General 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 | $1,095,138 | EOYBookValueAmt |
| EOYFMV | $1,283,607 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Estimated Tax Applied | Desc |
| BOY Book Value | $2,189 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Dues | $10 | $0 | $0 | $10 |
| Other | $321 | $321 | $321 | $0 |
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 | $436 | 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 | $9,268 | $9,268 | $9,268 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Excise tax current year | $3,311 | $3,311 | $3,311 | $0 |
| Foreign tax | $254 | $254 | $254 | $0 |