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WHITMIRE FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
WHITMIRE FAMILY CHARITABLE FOUNDATION (EIN 20-2007233)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-15
IRS object ID
201701359349102950
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-15T10:32:11-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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)
PersonMARION G WHITMIREPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9187477771PhoneNum
Signature2017-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICK W ELLISONPreparerPersonNm
Phone9186645573PhoneNum
Preparation2017-05-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address184.178.232.49IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-15IPDt
IP Tm10:32:03IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id55388D1D9138F0A1378E406D75429DA0900C3925AtSubmissionCreationDeviceId
At Submission Filing Device Id55388D1D9138F0A1378E406D75429DA0900C3925AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,536,721FMVAssetsEOYAmt
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
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$525AccountingFeesRevAndExpnssAmt
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$147,949ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$147,949ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$148,474TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$147,949TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$148,474ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,685,195CashBOYAmt
Cash EOY$1,536,721CashEOYAmt
Cash EOYFMV$1,536,721CashEOYFMVAmt
Total Assets BOY$1,685,195TotalAssetsBOYAmt
Total Assets EOY$1,536,721TotalAssetsEOYAmt
Total Assets EOYFMV$1,536,721TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,685,195UnrestrictedBOYAmt
Unrestricted EOY$1,536,721UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,685,195TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,536,721TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,685,195TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,536,721TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,685,195TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$148,474ExcessRevenueOverExpensesAmt
Subtotal$1,536,721SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,536,721TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$59,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$763,884NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.077237DistributionYr1Rt
Distribution Yr20.000000DistributionYr2Rt
Distribution Yr30.000000DistributionYr3Rt
Distribution Yr40.000000DistributionYr4Rt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.077237TotalDistributionRt
Average Distribution0.015447AverageDistributionRt
Net Vl Noncharitable Assets$1,644,434NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$25,402AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$25,402AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$147,949QualifyingDistributionsAmt

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
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MG WHITMIRE
7134 S YALE AVE STE 510TULSAOK74136TRUSTEE1.00$0$0$0
FR WHITMIRE
7134 S YALE AVE STE 510TULSAOK74136TRUSTEE1.00$0$0$0
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$1,669,476AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,669,476TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,669,476AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$25,042CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,644,434NetVlNoncharitableAssetsAmt
Minimum Investment Return$82,222MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$82,222MinimumInvestmentReturnAmt
Distributable Before Adj$82,222DistributableBeforeAdjAmt
Distributable Before Ded$82,222DistributableBeforeDedAmt
Distributable As Adjusted$82,222DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$147,949ExpensesAndContributionsAmt
Qualifying Distributions$147,949QualifyingDistributionsAmt
Adjusted Qualifying Distri$147,949AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$82,222DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$55,806ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$75,000ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,500ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$59,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$195,306TotalExcessDistributionCyovAmt
Qualifying Distributions$147,949QualifyingDistributionsAmt
Remaining Distri From Corpus$147,949RemainingDistriFromCorpusAmt
Total Corpus$343,255TotalCorpusAmt
Undistributed Income CY$82,222UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$55,806ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$287,449ExcessDistriCyovToNextYrAmt
Excess From Year4$75,000ExcessFromYear4Amt
Excess From Year3$1,000ExcessFromYear3Amt
Excess From Year2$4,500ExcessFromYear2Amt
Excess From Year1$59,000ExcessFromYear1Amt
Excess From Current Year$147,949ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMG FR WHITMIRE CONTRIBUTED 1000000ContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GLOBAL GARDENS
PO BOX 52034TULSAOK74052501 (C) (3)FOR HANDS-ONTO PROVIDESCIENCE EDUCATION$5,000
CHOREGUS PRODUCTION
5272 SOUTH LEWIS AVENUETULSAOK74105501 C 3OUTREACH FOREDUCATIONALDANCE & MUSIC$10,000
THE SALVATION ARMY
924 S HUDSONTULSAOK74112501 C 3MINISTRY TO CLOTHEBIBLE BASEDFEED, CARE FOR NEEDY$10,000
LIVING ARTS OF TULSA
307 EAST BRADY STREETTULSAOK74120501 C 3CONTEMPORARYTO DEVELOPART$5,000
JOHN 316 MISSION
205 E PINE STREET SUITE 103TULSAOK74106501 C 3MEALS TO THETO PROVIDEHOMELESS$5,000
MEALS ON WHEELS
12620 E 31ST STREETTULSAOK74146501 C 3MEALS TO FRAIL,TO PROVIDEELDERLY, DISABLED$3,000
RSVP OF TULSA
5756 E 31ST STREETTULSAOK74135501 C 3VOLUNTEER PROGRAMRETIRED SENIOR$7,500
SAN MIGUEL SCHOOL OF TULSA
2444 E ADMIRAL BLVDTULSAOK74110501 C 3MIDDLE SCHOOLEDUCATE AT RISKCHILDREN$2,000
TULSA HUB
601 W 3RD STREETTULSAOK74103501 C 3TRANSPORTATION FOREDUCATION INPEOPLE IN POVERTY$2,000
THE LAB SCHOOL OF WASHINGTON
4759 RESERVOIR ROADNWWASHINGTONDC20007501 C 3EDUCATION$18,833
UNION SPEECH AND DEBATE
6939 S 69TH E AVE STE BTULSAOK74133501 C 3EDUCATION$4,000
IRON GATE
501 S CINCINNATITULSAOK74103501 C 3HUNGRY SOUPFEEDING THEKITCHEN$3,000
ARTS & HUMANITIES COUNCIL OF TULSA
101 E ARCHER STTULSAOK74103501 C 3PROGRAMS FOR ARTEDUCATIONAL& CREATIVITTY$3,750
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE FL 17CHICAGOIL60601501 C 3RESEARCH ANDALZHEIMERSMEDICAL SUPPORT$2,000
ANIMAL AID OF TULSA
3307 E 15TH STTULSAOK74112501 C 3INJURED AND ABUSEDRESCUE SICK,ANIMALS$3,000
CHILDREN VOLUNTEER HEALTH NETWORK
PO BOX 2142SANTA ROSA BEACHFL32459501 C 3VISION AND MENTAL HEALTHMEDICAL, DENTAL,CARE TO CHILDREN$5,833
COMMUNITY FOOD BANK OF EASTERN OK
1304 N KENOSHA AVETULSAOK74106501 C 3FOR THE HUNGRYPROVIDING FOOD$3,000
DAYSPRING VILLA
PO BOX 1588SAND SPRINGSOK74063501 C 3CHILDRENS SHELTERWOMEN AND$2,000
FSU CARD
2312 KILLEARN CENTER BLVD BLDG ATALLAHASSEEFL32309501 C 3AUTISM AND RELATEDEDUCATION FORDISABILITIES$8,000
MAYO CLINIC
200 1ST STREET SWROCHESTERMN55905501 C 3CANCER RESEARCH$2,000
SPECIAL OLYMPICS OKLAHOMA
6835 S CANTON AVETULSAOK74136501 C 3AND ATHLETICSPORTS TRAININGCOMPETITION FOR DISABLED$2,000
ST JUDE CHILDRENS RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105501 C 3TREATMENT ANDMEDICAL RESEARCH,EDUCATION$2,000
SUNBEAM FAMILY SERVICES
1100 NW 14TH STOKLAHOMA CITYOK73106501 C 3EDUCATION, FOSTER CARE,EARLY CHILDHOODCOUNSELING & SENIOR SERVICES$1,000
TCMS FOUNDATION
5315 S LEWIS AVETULSAOK74105501 C 3CARE TO UNINSURED LOWPROVIDING SPECIALTYINCOME RESIDENTS$2,200
THE USO
PO BOX 96860WASHINGTONDC20077501 C 3SERVICES TO ARMEDPROVIDING CRITICALFORCES AND THEIR FAMILIES$3,000
TSHA
8740 E 11TH ST STE ATULSAOK74112501 C 3AND SUPPORT PROGRAMSPROVIDING INFOFOR HEARING LOSS$1,000
TULSA BOYS' HOME
PO BOX 1101TULSAOK74101501 C 3EDUCATION AND TREATMENTPROVIDING SHELTER,PROGRAMS$3,000
TULSA COMMUNITY FOUNDATION
7030 S YALE AVE STE 600TULSAOK74136501 C 3GRANT PROGRAMGKFF MATCHING$7,833
TULSA GIRLS ART SCHOOL PROJECT
2202 E ADMIRAL BLVDTULSAOK74110501 C 3EDUCATION$2,000
TULSA HABITAT FOR HUMANITY
6235 E 13TH STTULSAOK74112501 C 3AFFORDABLE HOUSINGBUILDING QUALITYTO ELIMINATE POVERTY$2,000
WASHINGTON WALDORF SCHOOL
4800 SANGAMORE RDBETHESDAMD20816501 C 3EDUCATION$10,000
WOUNDED WARRIOR PROJECT
4899 BELFORT RD STE 300JACKSONVILLEFL32256501 C 3AND VETRANS TRANSITIONHELPING WARRIORSTO CIVIL LIFE$7,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$147,949TotalGrantOrContriPdDurYrAmt

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)
CategoryPATRICK W ELLISON COST OF PREPARING FORM 990-PFCategoryTxt
Amt$525Amt