WHITEMAN 4G FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WHITEMAN 4G FOUNDATION (EIN 20-5478191)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-02
- IRS object ID
- 201821229349100312
- Schema version
- 2017v2.2
- 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 Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-02T10:41:56-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 Whiteman | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 4806440253 | PhoneNum |
| Signature | 2018-01-16 | 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 | 2018-01-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $1,055,730 | 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 | $69,531 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $48 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $48 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $23,374 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,374 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $23,374 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,072 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $204,844 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,072 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,608 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $681 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $681 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $681 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $139,706 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,175 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $26,711 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $5,450 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $16,191 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,391 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $8,391 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,105 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,105 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,105 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $540 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $540 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,286 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,946 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $14,946 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,340 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,286 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,946 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $14,946 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,340 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,420 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,229 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,765 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $60,492 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $87,921 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $87,920 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $394 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $694,467 | CorporateStockBOYAmt |
| Corporate Stock EOY | $724,563 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $967,810 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $755,353 | TotalAssetsBOYAmt |
| Total Assets EOY | $812,484 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,055,730 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $711 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $711 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $755,353 | RetainedEarningBOYAmt |
| Retained Earning EOY | $811,773 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $755,353 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $811,773 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $755,353 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $812,484 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $755,353 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,420 | ExcessRevenueOverExpensesAmt |
| Subtotal | $811,773 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $811,773 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| 3M | P | 2011-10-04 | 2017-11-27 | $8,180 | $2,414 | $5,766 |
| ADP | P | 2014-01-10 | 2017-11-27 | $5,401 | $2,870 | $2,531 |
| Apple | P | 2012-07-27 | 2017-11-27 | $6,095 | $2,866 | $3,229 |
| Broadcom | P | 2016-05-04 | 2017-11-27 | $5,679 | $2,903 | $2,776 |
| Caterpillar | P | 2012-04-11 | 2017-11-27 | $6,886 | $5,000 | $1,886 |
| Johnson & Johnson | P | 2007-04-17 | 2017-11-27 | $6,898 | $3,246 | $3,652 |
| Linear Tech | P | 2013-04-30 | 2017-03-14 | $18,010 | $9,990 | $8,020 |
| Linear Tech | P | 2014-01-10 | 2017-03-14 | $8,483 | $5,830 | $2,653 |
| Microsoft | P | 2015-10-07 | 2017-11-27 | $10,471 | $5,633 | $4,838 |
| Nextera | P | 2011-10-04 | 2017-11-27 | $7,864 | $2,577 | $5,287 |
| Nike | P | 2016-05-04 | 2017-01-17 | $13,699 | $15,009 | -$1,310 |
| Ishares 1-3year | P | 2010-01-14 | 2017-01-17 | $11,241 | $11,177 | $64 |
| Ishares Cohen | P | 2010-01-14 | 2017-08-04 | $10,076 | $5,205 | $4,871 |
| Norfolk Southern | P | 2014-03-24 | 2017-01-17 | $16,970 | $15,129 | $1,841 |
| Northrop | P | 2013-08-07 | 2017-11-27 | $8,782 | $2,779 | $6,003 |
| SPDR Midcap | P | 2011-03-14 | 2017-11-27 | $5,073 | $2,593 | $2,480 |
| Raytheon | P | 2013-08-07 | 2017-11-27 | $5,600 | $2,295 | $3,305 |
| Salesforce | P | 2017-01-20 | 2017-11-27 | $7,984 | $5,615 | $2,369 |
| Walmart | P | 2013-04-30 | 2017-01-17 | $8,817 | $9,967 | -$1,150 |
| Walmart | P | 2014-01-10 | 2017-01-17 | $5,511 | $6,280 | -$769 |
| Walmart | P | 2016-05-04 | 2017-01-17 | $10,470 | $10,161 | $309 |
| Wells Fargo | P | 2016-05-14 | 2017-01-17 | $16,228 | $14,988 | $1,240 |
| Div Cap Class E cost basis | P | 2006-01-10 | 2017-01-10 | $426 | $14,245 | -$13,819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,072 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,608 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $67,891 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $841,637 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.080665 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $54,958 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $858,606 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064008 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $72,213 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $820,069 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.088057 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $57,912 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $738,304 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.078439 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $54,136 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $630,435 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.085871 | DistributionYr5Rt |
| Total Distribution | 0.397041 | TotalDistributionRt |
| Average Distribution | 0.079408 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $937,884 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $74,475 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $552 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $75,027 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $68,340 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,105 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,105 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,105 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $394 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $394 | TotalPaymentsAndCreditsAmt |
| Tax Due | $711 | TaxDueAmt |
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 | John 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| John 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 |
| 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 | $912,551 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,615 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $952,166 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $952,166 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,282 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $937,884 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,894 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,894 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,105 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,105 | TotalTaxAmt |
| Distributable Before Adj | $45,789 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $45,789 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $45,789 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,340 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $68,340 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $68,340 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,789 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $22,799 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,488 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,629 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,363 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,971 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $114,250 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $68,340 | QualifyingDistributionsAmt |
| Applied To Current Year | $45,789 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,551 | RemainingDistriFromCorpusAmt |
| Total Corpus | $136,801 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $22,799 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $114,002 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,488 | ExcessFromYear4Amt |
| Excess From Year3 | $31,629 | ExcessFromYear3Amt |
| Excess From Year2 | $12,363 | ExcessFromYear2Amt |
| Excess From Year1 | $25,971 | ExcessFromYear1Amt |
| Excess From Current Year | $22,551 | 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 | 9224 N 5th St | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85020 | 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 | $48 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $23,374 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $23,422 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,422 | 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 | $69,531 | 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 | $5,450 | Amt |
| Net Investment Income | $5,450 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,450 | 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 | $724,563 | EOYBookValueAmt |
| EOYFMV | $967,810 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Website expense | Desc |
| Revenue And Expenses Per Books | $540 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $540 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Tax exempt dividends | Desc |
| Revenue And Expenses Per Books | $681 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $681 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $681 | AdjustedNetIncomeAmt |
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 | $711 | 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 fees | $8,391 | $8,391 | $8,391 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax current year | CategoryTxt |
| Amt | $1,105 | Amt |
| Net Investment Income | $1,105 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,105 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |