WHITMIRE FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WHITMIRE FAMILY CHARITABLE FOUNDATION (EIN 20-2007233)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201641379349101344
- Schema version
- 2015v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T08:06:49-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLISON & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2604 W KENOSHA STE 100 | AddressLine1Txt |
| City | BROKEN ARROW | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202007233 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WHITMIRE FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 9187477771 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7134 S YALE AVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741366387 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARION G WHITMIRE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9187477771 | PhoneNum |
| Signature | 2016-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE B ELLISON | PreparerPersonNm |
| Phone | 9186645573 | PhoneNum |
| Preparation | 2016-05-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,685,195 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,000,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $525 | AccountingFeesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $525 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $59,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $59,525 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $940,475 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $744,720 | CashBOYAmt |
| Cash EOY | $1,685,195 | CashEOYAmt |
| Cash EOYFMV | $1,685,195 | CashEOYFMVAmt |
| Total Assets BOY | $744,720 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,685,195 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,685,195 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $744,720 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,685,195 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $744,720 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,685,195 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $744,720 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,685,195 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $744,720 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $940,475 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,685,195 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,685,195 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.000000 | TotalDistributionRt |
| Average Distribution | 0.000000 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $763,884 | NetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $0 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $59,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | OK | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE B ELLISON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9186645573 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4500 S Garnett Rd STE 640 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74133 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MG WHITMIRE | ||||||||
| 7134 S YALE AVE STE 510 | TULSA | OK | 74136 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| FR WHITMIRE | ||||||||
| 7134 S YALE AVE STE 510 | TULSA | OK | 74136 | TRUSTEE | 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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $775,517 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $775,517 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $775,517 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,633 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $763,884 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,194 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,194 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $38,194 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $38,194 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $38,194 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $59,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $59,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,194 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $94,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $75,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,500 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $174,500 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,000 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $59,000 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $38,194 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $38,194 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $195,306 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $195,306 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $55,806 | ExcessFromYear4Amt |
| Excess From Year3 | $75,000 | ExcessFromYear3Amt |
| Excess From Year2 | $1,000 | ExcessFromYear2Amt |
| Excess From Year1 | $4,500 | ExcessFromYear1Amt |
| Excess From Current Year | $59,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MG FR WHITMIRE CONTRIBUTED 1000000 | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GLOBAL GARDENS | ||||||
| PO BOX 52034 | TULSA | OK | 74052 | 501 (C) (3) | FOR HANDS-ONTO PROVIDESCIENCE EDUCATION | $5,000 |
| CHOREGUS PRODUCTION | ||||||
| 5272 SOUTH LEWIS AVENUE | TULSA | OK | 74105 | 501 C 3 | OUTREACH FOREDUCATIONALDANCE & MUSIC | $5,000 |
| THE SALVATION ARMY | ||||||
| 924 S HUDSON | TULSA | OK | 74112 | 501 C 3 | MINISTRY TO CLOTHEBIBLE BASEDFEED, CARE FOR NEEDY | $5,000 |
| LIVING ARTS OF TULSA | ||||||
| 307 EAST BRADY STREET | TULSA | OK | 74120 | 501 C 3 | CONTEMPORARYTO DEVELOPART | $5,000 |
| JOHN 316 MISSION | ||||||
| 205 E PINE STREET SUITE 103 | TULSA | OK | 74106 | 501 C 3 | MEALS TO THETO PROVIDEHOMELESS | $2,000 |
| MEALS ON WHEELS | ||||||
| 12620 E 31ST STREET | TULSA | OK | 74146 | 501 C 3 | MEALS TO FRAIL,TO PROVIDEELDERLY, DISABLED | $2,000 |
| TULSA COUNTY MEDICAL SOCIETY | ||||||
| 5315 S LEWIS AVENUE | TULSA | OK | 74105 | 501 C 3 | EDUCATION ANDTO PROMOTE HEALTHDESEASE PREVENTION | $5,000 |
| BIT BY BIT | ||||||
| 14674 S HWY 169 | OOLOGAH | OK | 74053 | 501 C 3 | RIDING FOR PEOPLETHERAPEUTIC HORSEBACKWITH SPECIAL NEEDS | $1,500 |
| RSVP OF TULSA | ||||||
| 5756 E 31ST STREET | TULSA | OK | 74135 | 501 C 3 | VOLUNTEER PROGRAMRETIRED SENIOR | $2,000 |
| SAN MIGUEL SCHOOL OF TULSA | ||||||
| 2444 E ADMIRAL BLVD | TULSA | OK | 74110 | 501 C 3 | MIDDLE SCHOOLEDUCATE AT RISKCHILDREN | $2,500 |
| TULSA HUB | ||||||
| 601 W 3RD STREET | TULSA | OK | 74103 | 501 C 3 | TRANSPORTATION FOREDUCATION INPEOPLE IN POVERTY | $2,000 |
| THE LAB SCHOOL OF WASHINGTON | ||||||
| 4759 RESERVOIR ROADNW | WASHINGTON | DC | 20007 | 501 C 3 | EDUCATION | $8,000 |
| AUGUSTA LEVY | ||||||
| 99 NORTH MAIN | WHEELING | WV | 26003 | 501 C 3 | EDUCATION | $8,000 |
| UNION SPEECH AND DEBATE | ||||||
| 6939 S 69TH E AVE STE B | TULSA | OK | 74133 | 501 C 3 | EDUCATION | $2,000 |
| AMERICAN MACULAR DEGEN FND | ||||||
| PO BOX 515 | NORTHAMPTON | MA | 01061 | 501 C 3 | RESEARCH | $2,000 |
| IRON GATE | ||||||
| 501 S CINCINNATI | TULSA | OK | 74103 | 501 C 3 | HUNGRY SOUPFEEDING THEKITCHEN | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,000 | TotalGrantOrContriPdDurYrAmt |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WHITMIRE COMPANIES LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7134 S YALE AVE SUITE 510 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741366387 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STEVE B ELLISON COST OF PREPARING FORM 990-PF | CategoryTxt |
| Amt | $525 | Amt |