WHITEMAN 4G FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WHITEMAN 4G FOUNDATION (EIN 20-5478191)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-01-16
- IRS object ID
- 201500209349100005
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-16T11:56:18-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 4806334300 | PhoneNum |
| Signature | 2015-01-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CK Sato | PreparerPersonNm |
| PTIN | P00155335 | PTIN |
| Phone | 4806440253 | PhoneNum |
| Preparation | 2015-01-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $868,244 | 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 | $76,031 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $11 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $30,995 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,995 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $30,995 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,051 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $205,509 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,051 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $7,360 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $130,088 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,057 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $38,366 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,910 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,910 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,910 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $17,118 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,818 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $7,818 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,300 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $419 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $419 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $419 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $113 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $113 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,560 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,147 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $12,147 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,413 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $84,360 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,147 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $12,147 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,213 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $45,728 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,910 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $26,219 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $129,797 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $66,322 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $66,322 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $251 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $571,707 | CorporateStockBOYAmt |
| Corporate Stock EOY | $680,490 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $801,922 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $701,504 | TotalAssetsBOYAmt |
| Total Assets EOY | $747,063 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $868,244 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $169 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $169 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $701,335 | RetainedEarningBOYAmt |
| Retained Earning EOY | $747,063 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $701,335 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $747,063 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $701,504 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $747,063 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $701,335 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $45,728 | ExcessRevenueOverExpensesAmt |
| Subtotal | $747,063 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $747,063 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| Baxter | P | 2014-07-08 | 2014-11-14 | $14,140 | $14,942 | -$802 |
| Chevron | P | 2013-04-30 | 2014-03-24 | $9,482 | $9,980 | -$498 |
| CSX | P | 2013-08-07 | 2014-11-14 | $14,364 | $9,996 | $4,368 |
| CSX | P | 2014-01-10 | 2014-11-14 | $8,041 | $6,227 | $1,814 |
| General Dynamics | P | 2014-03-24 | 2014-11-14 | $19,758 | $15,257 | $4,501 |
| Ishares Intermed | P | 2010-01-14 | 2014-07-08 | $45,377 | $42,893 | $2,484 |
| Ishares Russell 2000 | P | 2008-06-09 | 2014-01-07 | $7,685 | $4,945 | $2,740 |
| Ishares Russell 2000 | P | 2010-01-14 | 2014-01-07 | $2,294 | $1,284 | $1,010 |
| PSPDR Midcap 400 | P | 2008-06-09 | 2014-01-07 | $10,193 | $6,702 | $3,491 |
| SPDR Midcap 400 | P | 2011-03-14 | 2014-01-07 | $5,582 | $3,976 | $1,606 |
| Quest Diagnostics | P | 2014-07-08 | 2014-11-14 | $15,798 | $14,873 | $925 |
| Target | P | 2013-04-30 | 2014-01-07 | $8,851 | $9,943 | -$1,092 |
| United Tech | P | 2013-04-30 | 2014-03-24 | $12,431 | $9,955 | $2,476 |
| United Tech | P | 2014-01-10 | 2014-03-24 | $6,272 | $6,236 | $36 |
| TPINX | P | 2010-01-14 | 2014-01-07 | $25,241 | $25,249 | -$8 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,051 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,360 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $57,912 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $738,304 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.078439 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $54,136 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $630,435 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.085871 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $51,520 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $566,970 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.090869 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $44,786 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $519,131 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.086271 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,434 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $499,960 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.090875 | DistributionYr5Rt |
| Total Distribution | 0.432325 | TotalDistributionRt |
| Average Distribution | 0.086465 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $820,069 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $70,907 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $419 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $71,326 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $72,213 | 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 | $419 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $419 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $419 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $670 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $670 | TotalPaymentsAndCreditsAmt |
| Overpayment | $251 | OverpaymentAmt |
| Applied To ES Tax | $251 | 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 | false | 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 | 4806334300 | 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 |
| Zach Wilson | ||||||||
| 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 | $793,794 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,093 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $670 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $832,557 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $832,557 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,488 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $820,069 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,003 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,003 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $419 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $419 | TotalTaxAmt |
| Distributable Before Adj | $40,584 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $40,584 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $40,584 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,213 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $72,213 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $419 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $71,794 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,584 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $20,436 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,915 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,238 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,799 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,488 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $106,876 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $72,213 | QualifyingDistributionsAmt |
| Applied To Current Year | $40,584 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,629 | RemainingDistriFromCorpusAmt |
| Total Corpus | $138,505 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $20,436 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $118,069 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,915 | ExcessFromYear4Amt |
| Excess From Year3 | $23,238 | ExcessFromYear3Amt |
| Excess From Year2 | $22,799 | ExcessFromYear2Amt |
| Excess From Year1 | $21,488 | ExcessFromYear1Amt |
| Excess From Current Year | $31,629 | 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 (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Back To School Clothing Drive | |||||
| 1212 E Washington St | Phoenix | AZ | 85034 | Clothing and suppliefor needy children | $10,000 |
| Family Promise | |||||
| 7221 E Bellview St | Scottsdale | AZ | 85257 | Aid homeless children | $10,000 |
| Helens Hope Chest | |||||
| 137 E University Dr | Mesa | AZ | 85203 | Clothing and suppliesfor foster children | $10,000 |
| Arizona Brainfood | |||||
| 2635 N Ridge | Mesa | AZ | 85203 | Weekend meals for needy School children | $15,000 |
| Singleton Moms | |||||
| 3370 N Hayden 123 509 | Scottsdale | AZ | 85251 | Aid to single mothers wcancer | $10,000 |
| Ryan House | |||||
| 100 W Merrell St | Phoenix | AZ | 85013 | Support children with end of life care | $5,000 |
| Christmas Elves | |||||
| 1725 S Country Club | Mesa | AZ | 85210 | Food and support for indigent and homeless | $2,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,800 | 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 | $11 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $30,996 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $23,051 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $54,058 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,058 | 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 | $76,031 | 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 | $3,910 | Amt |
| Net Investment Income | $3,910 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,910 | 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 | $680,490 | EOYBookValueAmt |
| EOYFMV | $801,922 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Delivery | $76 | $0 | $0 | $76 |
| Office expense | $37 | $0 | $0 | $37 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Director fees | $7,800 | $0 | $0 | $7,800 |
| Merrill Lynch fees | $7,818 | $7,818 | $7,818 | $0 |
| ACF advisement | $1,500 | $0 | $0 | $1,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax current year | CategoryTxt |
| Amt | $419 | Amt |
| Net Investment Income | $419 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $419 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |