WHITEMAN 4G FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WHITEMAN 4G FOUNDATION (EIN 20-5478191)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-03
- IRS object ID
- 202100639349100100
- Schema version
- 2020v4.0
- 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
- Investments Corp Stock Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-03T11:08:33-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | John A Standifird | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4806440253 | PhoneNum |
| Signature | 2021-02-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | John | PersonFirstNm |
| Person Last | Standifird | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CK Sato | PreparerPersonNm |
| PTIN | P00155335 | PTIN |
| Phone | 4806440253 | PhoneNum |
| Preparation | 2021-03-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,234,977 | 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 |
| Dividends Rev And Expnss | $27,989 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,989 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $27,989 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,633 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $317,134 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,633 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $81,622 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,622 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $27,989 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $7,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,575 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $16,794 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,994 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $8,994 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $947 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $947 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $947 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $24,891 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,516 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $13,516 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $84,891 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,516 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $13,516 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,269 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,106 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,473 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $34,368 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,269 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,269 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $321 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $902,834 | CorporateStockBOYAmt |
| Corporate Stock EOY | $916,411 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,216,708 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $937,523 | TotalAssetsBOYAmt |
| Total Assets EOY | $934,680 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,234,977 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $426 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $426 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $937,523 | RetainedEarningBOYAmt |
| Retained Earning EOY | $934,254 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $937,523 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $934,254 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $937,523 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $934,680 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $937,523 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,269 | ExcessRevenueOverExpensesAmt |
| Subtotal | $934,254 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $934,254 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| ADP | P | 2013-04-30 | 2020-04-16 | $6,833 | $2,928 | $3,905 |
| ADP | P | 2014-01-10 | 2020-04-16 | $10,250 | $5,289 | $4,961 |
| ADP | P | 2019-02-04 | 2020-04-16 | $5,467 | $5,611 | -$144 |
| Amazon | P | 2019-08-29 | 2020-07-27 | $6,078 | $3,521 | $2,557 |
| Amazon | P | 2019-08-29 | 2020-10-15 | $3,296 | $1,760 | $1,536 |
| AMN Electric | P | 2019-02-04 | 2020-09-09 | $8,085 | $7,844 | $241 |
| Apple | P | 2012-07-27 | 2020-01-16 | $6,291 | $1,637 | $4,654 |
| Apple | P | 2016-05-04 | 2020-01-16 | $3,145 | $938 | $2,207 |
| Apple | P | 2016-05-04 | 2020-07-27 | $3,778 | $938 | $2,840 |
| Apple | P | 2016-05-04 | 2020-10-15 | $2,400 | $469 | $1,931 |
| Blackstone | P | 2015-12-03 | 2020-01-16 | $4,741 | $2,406 | $2,335 |
| Caterpillar | P | 2012-04-11 | 2020-04-16 | $2,789 | $2,500 | $289 |
| Caterpillar | P | 2014-01-10 | 2020-04-16 | $7,810 | $6,223 | $1,587 |
| Caterpillar | P | 2016-05-04 | 2020-04-16 | $14,504 | $10,129 | $4,375 |
| Coca Cola Europe | P | 2017-11-29 | 2020-03-26 | $11,800 | $14,165 | -$2,365 |
| Coca Cola Europe | P | 2018-02-14 | 2020-03-26 | $4,365 | $5,034 | -$669 |
| Coca Cola Europe | P | 2019-02-04 | 2020-03-26 | $3,233 | $4,697 | -$1,464 |
| Exxon | P | 2010-06-02 | 2020-02-27 | $7,656 | $9,162 | -$1,506 |
| Exxon | P | 2018-02-14 | 2020-02-27 | $3,317 | $4,942 | -$1,625 |
| Exxon | P | 2019-02-04 | 2020-02-27 | $3,828 | $5,437 | -$1,609 |
| Exxon | P | 2019-08-29 | 2020-02-27 | $5,614 | $7,422 | -$1,808 |
| First TR Preferred | P | 2019-08-29 | 2020-01-16 | $10,631 | $10,271 | $360 |
| Lazard Developing | P | 2019-04-25 | 2020-04-16 | $24,536 | $30,177 | -$5,641 |
| Microsoft | P | 2015-10-07 | 2020-01-16 | $4,121 | $1,127 | $2,994 |
| Microsoft | P | 2016-05-04 | 2020-07-27 | $5,072 | $1,246 | $3,826 |
| Microsoft | P | 2016-05-04 | 2020-09-09 | $5,331 | $1,246 | $4,085 |
| Microsoft | P | 2016-05-04 | 2020-10-15 | $2,175 | $498 | $1,677 |
| Nextera Energy | P | 2011-10-04 | 2020-09-09 | $14,325 | $2,577 | $11,748 |
| Northrop | P | 2013-08-07 | 2020-01-16 | $5,727 | $1,438 | $4,289 |
| Invesco QQQ | P | 2017-01-17 | 2020-01-16 | $5,537 | $3,071 | $2,466 |
| Invesco QQQ | P | 2017-01-17 | 2020-10-06 | $13,945 | $6,143 | $7,802 |
| Qualcomm | P | 2015-05-12 | 2020-01-16 | $3,999 | $2,910 | $1,089 |
| Qualcomm | P | 2015-05-12 | 2020-10-15 | $2,557 | $1,323 | $1,234 |
| Salesforce | P | 2017-01-20 | 2020-07-27 | $4,778 | $1,872 | $2,906 |
| Salesforce | P | 2017-01-20 | 2020-09-09 | $6,285 | $1,872 | $4,413 |
| Simon Property | P | 2019-08-29 | 2020-03-26 | $10,353 | $25,097 | -$14,744 |
| Simon Property | P | 2019-12-31 | 2020-03-26 | $1,827 | $4,407 | -$2,580 |
| SPDR S&P 500 | P | 2015-05-12 | 2020-06-10 | $28,816 | $18,712 | $10,104 |
| Target | P | 2019-01-31 | 2020-10-15 | $2,458 | $1,091 | $1,367 |
| United Tech | P | 2014-07-08 | 2020-03-26 | $13,328 | $14,949 | -$1,621 |
| United Tech | P | 2016-05-04 | 2020-03-26 | $10,252 | $10,433 | -$181 |
| Westrock | P | 2019-12-31 | 2020-02-27 | $15,747 | $19,989 | -$4,242 |
| Other | P | 2019-12-01 | 2020-12-31 | $54 | $54 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,633 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$26,098 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $947 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $947 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $947 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $947 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $947 | 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 | 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 Drive | 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 Drive | Mesa | AZ | 85210 | Director | 1.00 | $0 | $0 | $0 |
| Madi Whiteman | ||||||||
| 1240 E Lehi Rd | Mesa | AZ | 85203 | President | 1.00 | $0 | $0 | $0 |
| Chloe Whiteman | ||||||||
| 1240 E Lehi Rd | Mesa | AZ | 85203 | Secretary | 1.00 | $0 | $0 | $0 |
| Austin Standifird | ||||||||
| 5001 E Virginia Ave | Phoenix | AZ | 85008 | 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 | $1,216,708 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,305 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,248,013 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,248,013 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,720 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,229,293 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,465 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,465 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $947 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $947 | TotalTaxAmt |
| Distributable Before Adj | $60,518 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $60,518 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $60,518 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $67,800 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $67,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,518 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $12,363 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,971 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $22,551 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,658 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $34,570 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $111,113 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $67,800 | QualifyingDistributionsAmt |
| Applied To Current Year | $60,518 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,282 | RemainingDistriFromCorpusAmt |
| Total Corpus | $118,395 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $12,363 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $106,032 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,971 | ExcessFromYear4Amt |
| Excess From Year3 | $22,551 | ExcessFromYear3Amt |
| Excess From Year2 | $15,658 | ExcessFromYear2Amt |
| Excess From Year1 | $34,570 | ExcessFromYear1Amt |
| Excess From Current Year | $7,282 | 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 | $60,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $27,989 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $27,989 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,989 | 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 | $7,150 | Amt |
| Net Investment Income | $3,575 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,575 | 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 | $916,411 | EOYBookValueAmt |
| EOYFMV | $1,216,708 | EOYFMVAmt |
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 | $426 | 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 | $8,994 | $8,994 | $8,994 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax current year | CategoryTxt |
| Amt | $947 | Amt |
| Net Investment Income | $947 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $947 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |