WHITEMAN 4G FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WHITEMAN 4G FOUNDATION (EIN 20-5478191)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-27
- IRS object ID
- 202501479349100810
- Schema version
- 2024v5.1
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-27T14:40:28-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-19 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| 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 | 2025-05-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $1,455,815 | 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 | $14,329 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $12,962 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $169,735 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $701,684 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $169,735 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $64,673 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $197,026 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $169,735 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $64,673 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $9,750 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $17,756 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,956 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $9,956 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,800 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $202 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,246 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,246 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,246 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $29,954 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,202 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $12,202 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $104,954 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,202 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $12,202 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $92,072 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $157,533 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $52,471 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,006 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,422 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,422 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,095,138 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,198,123 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,438,158 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $1,235 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,235 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,124,144 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,215,780 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,455,815 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $436 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $436 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,123,708 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,215,780 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,123,708 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,215,780 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,124,144 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,215,780 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,123,708 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $92,072 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,215,780 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,215,780 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (100 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US TSY ST | P | 2023-10-26 | 2024-09-03 | $26,000 | $25,549 | $451 | $451 |
| APPLOVIN CORP COM | P | 2024-08-29 | 2024-11-12 | $6,593 | $2,824 | $3,769 | $3,769 |
| ASTRAZENECA | P | 2023-10-25 | 2024-07-08 | $1,598 | $1,284 | $314 | $314 |
| ALPHABET | P | 2023-10-25 | 2024-07-23 | $10,092 | $7,514 | $2,578 | $2,578 |
| AMER EXPRESS | P | 2023-10-25 | 2024-07-12 | $21,434 | $13,222 | $8,212 | $8,212 |
| APPLIED MATERIAL | P | 2023-10-25 | 2024-07-12 | $818 | $520 | $298 | $298 |
| AUTODESK INK | P | 2023-10-25 | 2024-04-18 | $1,806 | $1,600 | $206 | $206 |
| BIOMARIN PHARM | P | 2023-10-25 | 2024-05-16 | $1,264 | $1,344 | -$80 | -$80 |
| COMCAST | P | 2023-10-25 | 2024-05-09 | $13,618 | $14,923 | -$1,305 | -$1,305 |
| CONSOLIDATED EDISON | P | 2023-11-09 | 2024-05-17 | $3,251 | $3,034 | $217 | $217 |
| CANADIAN PAC | P | 2024-04-17 | 2024-12-12 | $11,570 | $12,381 | -$811 | -$811 |
| CHENIERE ENERGY | P | 2023-10-25 | 2024-03-20 | $161 | $168 | -$7 | -$7 |
| COSTCO | P | 2023-10-25 | 2024-07-12 | $6,495 | $4,396 | $2,099 | $2,099 |
| CATERPILLAR | P | 2023-10-25 | 2024-04-17 | $7,523 | $5,166 | $2,357 | $2,357 |
| DELL TECHNOLOGIES | P | 2024-03-28 | 2024-05-30 | $864 | $570 | $294 | $294 |
| D R HORTON | P | 2023-12-15 | 2024-11-15 | $9,619 | $8,951 | $668 | $668 |
| ELASTIC N V | P | 2024-07-11 | 2024-09-05 | $1,796 | $3,310 | -$1,514 | -$1,514 |
| EXXON MOBIL | P | 2023-10-25 | 2024-05-17 | $2,717 | $2,499 | $218 | $218 |
| EXTRA SPACE | P | 2023-10-25 | 2024-08-06 | $18,217 | $13,149 | $5,068 | $5,068 |
| EATON CORP | P | 2023-09-13 | 2024-03-12 | $294 | $222 | $72 | $72 |
| EQUINIX | P | 2023-07-06 | 2024-05-17 | $7,639 | $6,963 | $676 | $676 |
| EQUIFAX | P | 2024-05-13 | 2024-10-22 | $545 | $487 | $58 | $58 |
| FREEPORT-MCMORAN | P | 2024-05-02 | 2024-11-15 | $15,022 | $16,959 | -$1,937 | -$1,937 |
| FIFTH THRID BANCORP | P | 2023-12-15 | 2024-05-17 | $10,024 | $8,748 | $1,276 | $1,276 |
| META PLATFORMS | P | 2023-10-25 | 2024-04-17 | $8,947 | $5,399 | $3,548 | $3,548 |
| FERRARI | P | 2023-10-25 | 2024-03-28 | $437 | $300 | $137 | $137 |
| GE VERNOVA | P | 2024-10-09 | 2024-11-25 | $685 | $533 | $152 | $152 |
| HESS CORP | P | 2023-10-25 | 2024-01-26 | $1,004 | $1,084 | -$80 | -$80 |
| HCA HEALTHCARE | P | 2023-10-25 | 2024-04-17 | $6,862 | $4,738 | $2,124 | $2,124 |
| HOME DEPOT | P | 2023-10-25 | 2024-05-17 | $1,066 | $842 | $224 | $224 |
| HUMANA | P | 2023-10-25 | 2024-01-22 | $401 | $523 | -$122 | -$122 |
| INTUITIVE SURGICAL | P | 2023-10-25 | 2024-08-22 | $490 | $267 | $223 | $223 |
| INTL BUSINESS MACHINES | P | 2023-10-25 | 2024-10-11 | $11,602 | $7,244 | $4,358 | $4,358 |
| INTUIT | P | 2023-10-25 | 2024-06-05 | $24,981 | $20,754 | $4,227 | $4,227 |
| ELI LILLY | P | 2023-07-06 | 2024-05-17 | $4,601 | $2,791 | $1,810 | $1,810 |
| LOWES | P | 2023-12-15 | 2024-05-30 | $679 | $677 | $2 | $2 |
| MASTERCARD | P | 2023-10-25 | 2024-02-05 | $2,284 | $1,926 | $358 | $358 |
| S&P GLOBAL | P | 2023-10-25 | 2024-03-28 | $848 | $697 | $151 | $151 |
| MONGODB | P | 2023-12-04 | 2024-08-05 | $1,444 | $1,840 | -$396 | -$396 |
| MAGNA INTL | P | 2023-10-25 | 2024-04-17 | $17,195 | $18,232 | -$1,037 | -$1,037 |
| MCDONALDS | P | 2023-10-25 | 2024-06-13 | $14,045 | $13,945 | $100 | $100 |
| MICRON TECHNOLOGY | P | 2024-07-12 | 2024-12-12 | $11,531 | $14,850 | -$3,319 | -$3,319 |
| NVIDIA | P | 2023-10-25 | 2024-06-13 | $31,019 | $13,502 | $17,517 | $17,517 |
| OREILLY AUTOMOTIVE | P | 2023-10-26 | 2024-05-14 | $2,013 | $1,774 | $239 | $239 |
| ORACLE CORP | P | 2024-10-04 | 2024-11-25 | $386 | $339 | $47 | $47 |
| PRINCIPAL FINANCIAL | P | 2023-10-25 | 2024-05-17 | $4,069 | $3,348 | $721 | $721 |
| PALO ALTO | P | 2023-10-25 | 2024-05-17 | $634 | $488 | $146 | $146 |
| PEPSICO | P | 2023-10-25 | 2024-07-01 | $839 | $812 | $27 | $27 |
| PROGRESSIVE | P | 2023-10-25 | 2024-07-23 | $9,359 | $6,717 | $2,642 | $2,642 |
| ROCKWELL | P | 2023-10-25 | 2024-05-09 | $19,573 | $18,718 | $855 | $855 |
| SNOWFLAKE | P | 2024-01-11 | 2024-03-12 | $1,619 | $1,982 | -$363 | -$363 |
| SEAGATE TECH | P | 2024-04-17 | 2024-05-17 | $1,484 | $1,290 | $194 | $194 |
| SALESFORCE | P | 2024-01-26 | 2024-06-13 | $9,157 | $10,201 | -$1,044 | -$1,044 |
| WELLTOWER | P | 2024-10-11 | 2024-11-26 | $1,232 | $1,122 | $110 | $110 |
| WASTE CONNECTIONS | P | 2023-10-25 | 2024-05-17 | $1,349 | $1,096 | $253 | $253 |
| STRYKER CORP | P | 2023-10-25 | 2024-05-17 | $2,370 | $1,811 | $559 | $559 |
| SYNOPSYS | P | 2023-10-25 | 2024-01-22 | $1,583 | $1,366 | $217 | $217 |
| TJX COS | P | 2023-10-25 | 2024-05-17 | $2,254 | $2,042 | $212 | $212 |
| TPG INC | P | 2024-07-24 | 2024-11-04 | $7,008 | $5,313 | $1,695 | $1,695 |
| TOPBUILD | P | 2023-12-06 | 2024-07-23 | $1,231 | $938 | $293 | $293 |
| TEXAS INTRUMENTS | P | 2023-10-25 | 2024-01-26 | $8,367 | $7,057 | $1,310 | $1,310 |
| TESLA | P | 2024-10-04 | 2024-12-19 | $8,016 | $5,833 | $2,183 | $2,183 |
| THERMO FISHER | P | 2024-08-29 | 2024-12-13 | $3,725 | $3,838 | -$113 | -$113 |
| UBER TECHNOLOGIES | P | 2023-10-25 | 2024-03-12 | $1,469 | $891 | $578 | $578 |
| UNITY SOFTWARE | P | 2023-12-15 | 2024-03-12 | $907 | $1,376 | -$469 | -$469 |
| UNITEDHEALTH GROUP | P | 2023-10-25 | 2024-03-11 | $26,624 | $30,562 | -$3,938 | -$3,938 |
| UNION PACIFIC | P | 2023-10-25 | 2024-02-05 | $4,087 | $3,949 | $138 | $138 |
| VERTIV HLDG | P | 2024-06-13 | 2024-12-19 | $7,187 | $5,690 | $1,497 | $1,497 |
| VISA | P | 2023-10-25 | 2024-07-23 | $14,035 | $12,299 | $1,736 | $1,736 |
| ZOETIS | P | 2023-10-25 | 2024-07-23 | $14,548 | $14,583 | -$35 | -$35 |
| WALMART | P | 2023-10-25 | 2024-05-17 | $2,646 | $2,170 | $476 | $476 |
| WSTN DIGITAL | P | 2024-01-26 | 2024-08-05 | $679 | $645 | $34 | $34 |
| WILLIAMS COMPANIES | P | 2023-10-25 | 2024-05-17 | $3,398 | $2,845 | $553 | $553 |
| AMAZON | P | 2019-08-27 | 2024-08-12 | $15,293 | $7,042 | $8,251 | $8,251 |
| ALPHABET | P | 2023-10-25 | 2024-12-12 | $778 | $501 | $277 | $277 |
| AMER EXPRESS | P | 2023-10-25 | 2024-11-26 | $2,733 | $1,293 | $1,440 | $1,440 |
| APPLE | P | 2016-04-29 | 2024-10-11 | $20,586 | $2,369 | $18,217 | $18,217 |
| BROADCOM | P | 2016-04-29 | 2024-12-30 | $5,360 | $392 | $4,968 | $4,968 |
| CANADIAN PAC KANS | P | 2023-10-25 | 2024-11-18 | $8,383 | $7,852 | $531 | $531 |
| CHENIERE ENERGY | P | 2023-10-25 | 2024-11-25 | $657 | $503 | $154 | $154 |
| COSTCO | P | 2023-10-25 | 2024-11-01 | $4,550 | $2,747 | $1,803 | $1,803 |
| CATERPILLAR | P | 2023-10-25 | 2024-12-19 | $2,912 | $1,968 | $944 | $944 |
| DATADOG | P | 2023-10-25 | 2024-11-25 | $620 | $329 | $291 | $291 |
| EQUINIX | P | 2023-07-06 | 2024-09-11 | $22,445 | $20,491 | $1,954 | $1,954 |
| META PLATFORMS | P | 2023-10-25 | 2024-12-19 | $602 | $300 | $302 | $302 |
| HCA HEALTHCARE | P | 2023-10-25 | 2024-11-01 | $11,804 | $7,445 | $4,359 | $4,359 |
| HOME DEPOT | P | 2023-10-25 | 2024-11-08 | $5,244 | $3,647 | $1,597 | $1,597 |
| JPMORGAN CHASE | P | 2020-04-16 | 2024-01-26 | $27,632 | $13,173 | $14,459 | $14,459 |
| ELI LILLY | P | 2023-07-06 | 2024-08-12 | $14,149 | $7,443 | $6,706 | $6,706 |
| MICROSOFT | P | 2016-04-29 | 2024-05-17 | $10,917 | $1,296 | $9,621 | $9,621 |
| NVIDIA | P | 2023-10-25 | 2024-11-15 | $4,898 | $1,417 | $3,481 | $3,481 |
| PRINCIPAL FINANCIAL | P | 2023-10-25 | 2024-12-19 | $7,524 | $6,494 | $1,030 | $1,030 |
| PROCTOR & GAMBLE | P | 2019-01-31 | 2024-04-23 | $162 | $96 | $66 | $66 |
| PROGRESSIVE | P | 2023-10-25 | 2024-11-26 | $2,923 | $1,718 | $1,205 | $1,205 |
| SALESFORCE | P | 2017-01-17 | 2024-06-13 | $13,610 | $4,118 | $9,492 | $9,492 |
| TESLA | P | 2023-11-20 | 2024-12-19 | $1,336 | $605 | $731 | $731 |
| WALMART | P | 2023-10-25 | 2024-11-08 | $17,345 | $11,069 | $6,276 | $6,276 |
| WILLIAMS COMPANIES | P | 2023-10-25 | 2024-11-26 | $17,072 | $10,165 | $6,907 | $6,907 |
| Wash Sale | P | $1,220 | $1,220 | $1,220 | |||
| Accrued Market Discount | P | $454 | -$454 | -$454 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $169,735 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $64,673 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,190 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,190 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,190 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,425 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,425 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,235 | OverpaymentAmt |
| Applied To ES Tax | $1,235 | AppliedToESTaxAmt |
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 | Yes (true) | 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 |
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 | $1,388,587 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,932 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,429,519 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,429,519 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,443 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,408,076 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,404 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,404 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,190 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,190 | TotalTaxAmt |
| Distributable Before Adj | $68,214 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $68,214 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $68,214 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $82,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,214 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $34,570 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,282 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,465 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,523 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,521 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $94,361 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $82,800 | QualifyingDistributionsAmt |
| Applied To Current Year | $68,214 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,586 | RemainingDistriFromCorpusAmt |
| Total Corpus | $108,947 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $34,570 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $74,377 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,282 | ExcessFromYear4Amt |
| Excess From Year3 | $16,465 | ExcessFromYear3Amt |
| Excess From Year2 | $13,523 | ExcessFromYear2Amt |
| Excess From Year1 | $22,521 | ExcessFromYear1Amt |
| Excess From Current Year | $14,586 | 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 | $14,329 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,962 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $27,291 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,291 | 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 | $9,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stocks and mutual funds | StockNm |
| EOY Book Value | $1,198,123 | EOYBookValueAmt |
| EOYFMV | $1,438,158 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Estimated Tax Applied | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,235 | EOYBookValueAmt |
| EOYFMV | $1,235 | EOYFMVAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Tax payable | Desc |
| BOY Book Value | $436 | BOYBookValueAmt |
| EOY Book Value | $0 | 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 | $9,956 | $9,956 | $9,956 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Excise tax current year | $2,190 | $2,190 | $2,190 | $0 |
| Foreign tax | $56 | $56 | $56 | $0 |