STRATEGY STUDIO / PUBLIC DATA EXPLORER

WHITMIRE FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
WHITMIRE FAMILY CHARITABLE FOUNDATION (EIN 20-2007233)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-08
IRS object ID
201511289349100501
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-08T06:09:37-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Line14500 S GARNETT STE 640AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74146ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-05-04SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVE B ELLISONPreparerPersonNm
Phone9186645573PhoneNum
Preparation2015-05-08PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$744,720FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,000ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$200,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$525AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$525AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$525TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$525TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$34,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$35,025TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$525TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$164,975ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$579,745CashBOYAmt
Cash EOY$744,720CashEOYAmt
Cash EOYFMV$744,720CashEOYFMVAmt
Total Assets BOY$579,745TotalAssetsBOYAmt
Total Assets EOY$744,720TotalAssetsEOYAmt
Total Assets EOYFMV$744,720TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$579,745UnrestrictedBOYAmt
Unrestricted EOY$744,720UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$579,745TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$744,720TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$579,745TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$744,720TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$579,745TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$164,975ExcessRevenueOverExpensesAmt
Subtotal$744,720SubtotalAmt
Tot Net Ast Or Fund Balances EOY$744,720TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Distribution Yr10.000000DistributionYr1Rt
Distribution Yr20.000000DistributionYr2Rt
Distribution Yr30.000000DistributionYr3Rt
Distribution Yr40.000000DistributionYr4Rt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Net Vl Noncharitable Assets$581,916NetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$525QualifyingDistributionsAmt

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 Line1STEVE B ELLISONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9186645573PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14500 S Garnett Rd STE 640AddressLine1Txt
CityTulsaCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74133ZIPCd
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$590,778AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$590,778TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$590,778AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,862CashDeemedCharitableAmt
Net Vl Noncharitable Assets$581,916NetVlNoncharitableAssetsAmt
Minimum Investment Return$29,096MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$29,096MinimumInvestmentReturnAmt
Distributable Before Adj$29,096DistributableBeforeAdjAmt
Distributable Before Ded$29,096DistributableBeforeDedAmt
Distributable As Adjusted$29,096DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$525ExpensesAndContributionsAmt
Qualifying Distributions$525QualifyingDistributionsAmt
Adjusted Qualifying Distri$525AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,096DistributableAsAdjustedAmt
Undistributed Income PY$19,038UndistributedIncomePYAmt
Excess Distribution Cyov Yr1$20,355ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$20,355TotalExcessDistributionCyovAmt
Qualifying Distributions$525QualifyingDistributionsAmt
Remaining Distri From Corpus$525RemainingDistriFromCorpusAmt
Total Corpus$20,880TotalCorpusAmt
Taxable2$19,038Taxable2Amt
Undistributed Income CY$29,096UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$20,880ExcessDistriCyovToNextYrAmt
Excess From Year1$20,355ExcessFromYear1Amt
Excess From Current Year$525ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMG FR WHITMIRE CONTRIBUTED 200000 1ContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 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$2,000
WASHINGTON WALDORF SCHOOL
4800 SANGAMORE ROADBETHESDAMD20816501 (C) (3)PRIMARY/SECONDARYTO EDUCATESTUDENTS$10,000
ARTHRITUS FOUNDATION
710 W WILSHIRE STE 101OKCOK73116501 (C) (3)CURE FORTO FIND AARTHRITUS$3,000
CHOREGUS PRODUCTION
3719 S WHEELINGTULSAOK74105501 C 3OUTREACH FOREDUCATIONALDANCE & MUSIC$3,000
THE SALVATION ARMY
924 S HUDSONTULSAOK74112501 C 3MINISTRY TO CLOTHEBIBLE BASEDFEED, CARE FOR NEEDY$5,000
THE TRISTESE GRIEF CENTER
4646 S HARVARDTULSAOK74135501 C 3GRIEFTO OFFERCOUNSELING$2,500
WOUNDED WARRIOR PROJECT
4899 BEDFORT RD STE 300JACKSONVILLEFL32256501 C 3ASSISTANCE TOEMERGENCYWOUNDED VETERANS$5,000
TULSA BOYS HOME
PO BOX 1101TULSAOK74101501 C 3CARE FOR YOUNGRESIDENTIALBOYS NEEDING HELP$2,000
LIVING ARTS OF TULSA
307 EAST BRADY STREETTULSAOK74120501 C 3CONTEMPORARYTO DEVELOPART$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$34,500TotalGrantOrContriPdDurYrAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
MG WHITMIRE
17134 S YALE AVE SUITE 510TULSAOK741366387$100,000Yes (X)
FR WHITMIRE
27134 S YALE AVE SUITE 510TULSAOK741366387$100,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategorySTEVE B ELLISON COST OF PREPARING FORM 990-PFCategoryTxt
Amt$525Amt
Disbursements Charitable Prps$525DisbursementsCharitablePrpsAmt