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WHITMIRE FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
WHITMIRE FAMILY CHARITABLE FOUNDATION (EIN 20-2007233)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-14
IRS object ID
202001359349100245
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-14T12:03:33-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ELLISON & ASSOCIATES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12604 W KENOSHA STE 100AddressLine1Txt
CityBROKEN ARROWCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74012ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202007233EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WHITMIRE FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWHITBusinessNameControlTxt
Phone9187477771PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17134 S YALE AVEAddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP741366387ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFLORENCE R WHITMIREPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9187477771PhoneNum
Signature2020-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICK W ELLISONPreparerPersonNm
PTINP00946766PTIN
Phone9186645573PhoneNum
Preparation2020-05-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address184.178.232.49IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-14IPDt
IP Tm12:02:51IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id55388D1D9138F0A1378E406D75429DA0900C3925AtSubmissionCreationDeviceId
At Submission Filing Device Id55388D1D9138F0A1378E406D75429DA0900C3925AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$820,093FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$525AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$525TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$390,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$390,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$390,525TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$390,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$390,525ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,210,618CashBOYAmt
Cash EOY$820,093CashEOYAmt
Cash EOYFMV$820,093CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,210,618TotalAssetsBOYAmt
Total Assets EOY$820,093TotalAssetsEOYAmt
Total Assets EOYFMV$820,093TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,210,618NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$820,093NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,210,618TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$820,093TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,210,618TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$820,093TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,210,618TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$390,525ExcessRevenueOverExpensesAmt
Subtotal$820,093SubtotalAmt
Tot Net Ast Or Fund Balances EOY$820,093TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$687,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,626,176NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.422771DistributionYr1Rt
Adjusted Qlfy Distri Yr2$237,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,536,965NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.154200DistributionYr2Rt
Adjusted Qlfy Distri Yr3$147,949AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,644,434NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.089970DistributionYr3Rt
Adjusted Qlfy Distri Yr4$59,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$763,884NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.077237DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.744178TotalDistributionRt
Average Distribution0.148836AverageDistributionRt
Net Vl Noncharitable Assets$956,535NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$142,367AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$142,367AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$390,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Tax Due$0TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PATRICK W ELLISONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9186645573PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12604 W KENOSHA ST STE 100AddressLine1Txt
CityBROKEN ARROWCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74012ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonFR WHITMIREPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17134 S YALE AVE STE 510AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74136ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$971,102AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$971,102TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$971,102AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,567CashDeemedCharitableAmt
Net Vl Noncharitable Assets$956,535NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,827MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,827MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$47,827DistributableBeforeAdjAmt
Distributable Before Ded$47,827DistributableBeforeDedAmt
Distributable As Adjusted$47,827DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$390,000ExpensesAndContributionsAmt
Qualifying Distributions$390,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$390,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,827DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$4,500ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$59,000ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$147,949ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$237,000ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$687,500ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,135,949TotalExcessDistributionCyovAmt
Qualifying Distributions$390,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$390,000RemainingDistriFromCorpusAmt
Total Corpus$1,525,949TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$47,827UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$4,500ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,521,449ExcessDistriCyovToNextYrAmt
Excess From Year4$59,000ExcessFromYear4Amt
Excess From Year3$147,949ExcessFromYear3Amt
Excess From Year2$237,000ExcessFromYear2Amt
Excess From Year1$687,500ExcessFromYear1Amt
Excess From Current Year$390,000ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMG FR WHITMIREContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GLOBAL GARDENS
PO BOX 52034TULSAOK74052501 (C) (3)TO PROVIDEFOR HANDS-ONSCIENCE EDUCATION$10,000
CHOREGUS PRODUCTION
5272 SOUTH LEWIS AVENUETULSAOK74105501 C 3EDUCATIONALOUTREACH FOR DANCE & MUSIC$100,000
LIVING ARTS OF TULSA
307 EAST BRADY STREETTULSAOK74120501 C 3TO DEVELOPCONTEMPORARYART$10,000
MEALS ON WHEELS
12620 E 31ST STREETTULSAOK74146501 C 3TO PROVIDE MEALS TO FRAIL,ELDERLY, DISABLED$20,000
IRON GATE
501 S CINCINNATITULSAOK74103501 C 3FEEDING THEHUNGRY SOUPKITCHEN$20,000
COMMUNITY FOOD BANK OF EASTERN OK
1304 N KENOSHA AVETULSAOK74106501 C 3PROVIDING FOODFOR THE HUNGRY$20,000
DAYSPRING VILLA
PO BOX 1588SAND SPRINGSOK74063501 C 3WOMEN ANDCHILDRENS SHELTER$25,000
TULSA GIRLS ART SCHOOL PROJECT
2202 E ADMIRAL BLVDTULSAOK74110501 C 3EDUCATION$15,000
OKLAHOMA FIREFIGHTERS BURN CAMP
PO BOX 287OWASSOOK74055501 C 3SUPPORTING CHILDRENWHO HAVE SUFFEREDSEVERE BURN INJURIES$10,000
WORKING RANCH COWBOY'S ASSOC & FOUNDATION
408 SW 7TH AVEAMARILLOTX79101501 C 3PROVIDE FINANCIAL ANDOTHER ASSISTANCE TO WORKINGRANCH COWBOYS AND FAMILY$25,000
BIT BY BIT
3141 SW 118TH TERRACEDAVIEFL33330501 C 3THERAPEUTIC HOURSERIDING CENTER$20,000
COFFEYVILLE AREA COMMUNITY FOUNDATION
1314 W 11ST STCOFFEYVILLEKS67337501 C 3IMPROVE THE QUALITYOF LIFE FOR PEOPLE OFTHE COFFEYVILLE AREA$5,000
COFFEE BUNKER
6365 E 41ST STTULSAOK74135501 C 3HELP THE TRANSITION TOFAMILY AND COMMUNITY LIFEFOR VETERANS$10,000
GRAND ACES FOUNDATION
PO BOX 216KETCHUMOK74349501 C 3PROVIDING AVIATIONSCHOLARSHIPS TOYOUNG MEN AND WOMEN$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$390,000TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryELLISON & ASSOCIATES INC PREPARATION OF FORM 990-PFCategoryTxt
Amt$525Amt