WHITEMAN 4G FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WHITEMAN 4G FOUNDATION (EIN 20-5478191)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-31
- IRS object ID
- 201942129349101009
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-31T19:47:12-04:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 4806334300 | PhoneNum |
| Signature | 2019-07-18 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CK Sato | PreparerPersonNm |
| PTIN | P00155335 | PTIN |
| Phone | 4806440253 | PhoneNum |
| Preparation | 2019-07-31 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.216.158.93 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-31 | IPDt |
| IP Tm | 19:49:11 | IPTm |
| Federal Original Submission Id | 86895820192120alf532 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-07-31 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 370E1C8DBD9B2F80EAF5232FDC5AA01FE959C468 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 370E1C8DBD9B2F80EAF5232FDC5AA01FE959C468 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,088,554 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $135,885 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $371 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $371 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $371 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $24,845 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,845 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $24,845 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,083 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $229,458 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,083 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $677 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $677 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $677 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $171,861 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,976 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $25,893 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $6,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $6,250 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $20,903 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,103 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $13,103 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $369 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $369 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $369 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $27,522 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,722 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $19,722 | 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 | $87,522 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,722 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $19,722 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $84,339 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,254 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,171 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $87,921 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $262,166 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $262,166 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $1,075 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,075 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $724,563 | CorporateStockBOYAmt |
| Corporate Stock EOY | $652,871 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $825,313 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $812,484 | TotalAssetsBOYAmt |
| Total Assets EOY | $916,112 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,088,554 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $711 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $711 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $811,773 | RetainedEarningBOYAmt |
| Retained Earning EOY | $916,112 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $811,773 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $916,112 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $812,484 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $916,112 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $811,773 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $84,339 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,000 | OtherIncreasesAmt |
| Subtotal | $916,112 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $916,112 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| ASML Holdings | P | 2017-11-27 | 2018-10-23 | $13,625 | $14,794 | -$1,169 |
| ASML Holdings | P | 2018-02-12 | 2018-10-23 | $5,110 | $5,568 | -$458 |
| Alibaba | P | 2017-11-27 | 2018-09-10 | $12,504 | $15,155 | -$2,651 |
| Alibaba | P | 2018-02-12 | 2018-09-10 | $4,689 | $5,305 | -$616 |
| Allergan | P | 2017-11-27 | 2018-11-26 | $13,013 | $14,620 | -$1,607 |
| Allergan | P | 2018-02-12 | 2018-11-26 | $5,358 | $5,702 | -$344 |
| Analog Devices | P | 2018-02-12 | 2018-10-23 | $4,534 | $4,728 | -$194 |
| Coca Cola | P | 2017-11-27 | 2018-11-26 | $1,699 | $1,358 | $341 |
| Vanguard | P | 2017-11-27 | 2018-08-27 | $17,173 | $18,058 | -$885 |
| Ralph Lauren | P | 2018-02-12 | 2018-08-27 | $6,791 | $5,188 | $1,603 |
| Sector SPDR Energy | P | 2018-02-12 | 2018-10-23 | $10,210 | $10,097 | $113 |
| Verrica Pharm | P | 2018-10-23 | 2018-12-20 | $11,663 | $20,565 | -$8,902 |
| Analog Devices | P | 2017-03-15 | 2018-10-23 | $7,611 | $7,797 | -$186 |
| Apple | P | 2012-07-26 | 2018-11-26 | $8,694 | $4,095 | $4,599 |
| ADP | P | 2013-04-30 | 2018-11-26 | $7,224 | $2,928 | $4,296 |
| Cummins | P | 2015-05-07 | 2018-10-23 | $19,178 | $19,866 | -$688 |
| IBM | P | 2016-04-29 | 2018-09-10 | $10,213 | $10,213 | |
| Marathon Petro | P | 2016-04-29 | 2018-09-10 | $7,019 | $3,317 | $3,702 |
| Microsoft | P | 2015-10-02 | 2018-11-26 | $5,315 | $2,253 | $3,062 |
| Sector SPDR Energy | P | 2017-01-17 | 2018-10-23 | $13,613 | $14,947 | -$1,334 |
| Salesforce | P | 2017-01-17 | 2018-11-26 | $6,335 | $3,743 | $2,592 |
| Ishares Cohen | P | 2010-01-11 | 2018-10-31 | $9,448 | $4,995 | $4,453 |
| Ishares Iboxx | P | 2008-06-08 | 2018-11-26 | $12,063 | $11,127 | $936 |
| IBM | P | 2010-05-27 | 2018-09-10 | $9,484 | $8,169 | $1,315 |
| Procter & Gamble | P | 2007-04-17 | 2018-11-26 | $6,892 | $4,787 | $2,105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,083 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$14,769 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $68,340 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $937,884 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.072866 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $67,891 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $841,637 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080665 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $54,958 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $858,606 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064008 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $72,213 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $820,069 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.088057 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $57,912 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $738,304 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.078439 | DistributionYr5Rt |
| Total Distribution | 0.384036 | TotalDistributionRt |
| Average Distribution | 0.076807 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,049,339 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $80,597 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $163 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $80,760 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $67,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $325 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $325 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $325 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,075 | OverpaymentAmt |
| Applied To ES Tax | $400 | AppliedToESTaxAmt |
| Refund | $675 | RefundAmt |
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 | 0.00 | $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 | $992,128 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,191 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,065,319 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,065,319 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,980 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,049,339 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,467 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,467 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $325 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $325 | TotalTaxAmt |
| Distributable Before Adj | $52,142 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $52,142 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $52,142 | 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 | $52,142 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $21,488 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $31,629 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,363 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,971 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,551 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $114,002 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $67,800 | QualifyingDistributionsAmt |
| Applied To Current Year | $52,142 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,658 | RemainingDistriFromCorpusAmt |
| Total Corpus | $129,660 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $21,488 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $108,172 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $31,629 | ExcessFromYear4Amt |
| Excess From Year3 | $12,363 | ExcessFromYear3Amt |
| Excess From Year2 | $25,971 | ExcessFromYear2Amt |
| Excess From Year1 | $22,551 | ExcessFromYear1Amt |
| Excess From Current Year | $15,658 | 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 Brain Food | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 E McKellips | AddressLine1Txt |
| City | Mesa | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | Aid 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
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $371 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $24,845 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $25,216 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,216 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Empire Southwest LLC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $135,885 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting and Taxes | CategoryTxt |
| Amt | $6,250 | Amt |
| Net Investment Income | $6,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,250 | 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 | $652,871 | EOYBookValueAmt |
| EOYFMV | $825,313 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Tax exempt dividends | Desc |
| Revenue And Expenses Per Books | $677 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $677 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $677 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Black Canyon net asset adjustment | Desc |
| Amt | $20,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Tax payable | Desc |
| BOY Book Value | $711 | 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 | $13,103 | $13,103 | $13,103 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Excise tax current year | $325 | $325 | $325 | $0 |
| Foreign taxes | $44 | $44 | $44 | $0 |