WHITEMAN 4G FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WHITEMAN 4G FOUNDATION (EIN 20-5478191)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-01-27
- IRS object ID
- 201400429349100405
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-01-27T16:54:04-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1240 E Lehi Rd | AddressLine1 |
| City | Mesa | City |
| State | AZ | State |
| ZIP Code | 85203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Mesa | City |
| State | AZ | State |
| ZIP Code | 85203 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Whiteman | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 4806334300 | PhoneNum |
| Signature | 2014-01-27 | 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 | 2014-01-27 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $813,479 | 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 | $68,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $13 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $16,485 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,485 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $16,485 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,334 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $117,634 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,334 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $8,730 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $102,832 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,832 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $25,228 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $5,000 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $13,092 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,292 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $5,292 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,800 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,059 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,059 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,151 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,292 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $10,292 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,859 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,053 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,053 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $68,204 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,292 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $10,292 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,912 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,628 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,540 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,936 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,409 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $129,797 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $129,797 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $172 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $322 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $322 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $653,617 | CorporateStockBOYAmt |
| Corporate Stock EOY | $571,707 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $683,360 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $667,198 | TotalAssetsBOYAmt |
| Total Assets EOY | $701,826 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $813,479 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $667,198 | RetainedEarningBOYAmt |
| Retained Earning EOY | $701,826 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $667,198 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $701,826 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $667,198 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $701,826 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $667,198 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,628 | ExcessRevenueOverExpensesAmt |
| Subtotal | $701,826 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $701,826 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| Baxter | P | 2013-04-30 | 2013-08-07 | $10,265 | $9,994 | $271 |
| Coca Cola | P | 2010-05-27 | 2013-08-07 | $13,065 | $8,292 | $4,773 |
| Franklin Small | P | 2012-03-08 | 2013-05-01 | $41,431 | $36,600 | $4,831 |
| Honeywell | P | 2013-04-30 | 2013-07-09 | $10,990 | $9,926 | $1,064 |
| Medtronic | P | 2013-04-30 | 2013-08-07 | $11,816 | $9,967 | $1,849 |
| Microsoft | P | 2013-04-30 | 2013-11-25 | $11,237 | $9,976 | $1,261 |
| Workday | P | 2012-11-06 | 2013-05-03 | $18,830 | $14,545 | $4,285 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,334 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $8,730 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $54,136 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $630,435 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.085871 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $51,520 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $566,970 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.090869 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,786 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $519,131 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.086271 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $45,434 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $499,960 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.090875 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $54,922 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $535,730 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.102518 | DistributionYr5Rt |
| Total Distribution | 0.456404 | TotalDistributionRt |
| Average Distribution | 0.091281 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $738,304 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $67,393 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $245 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $67,638 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $57,912 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $491 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $491 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $491 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $491 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $491 | TotalPaymentsAndCreditsAmt |
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 | AddressLine1 |
| City | Mesa | City |
| State | AZ | State |
| ZIP Code | 85210 | ZIPCode |
| 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2012 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2011 | UndistributedIncomePY2Yr |
| Undistributed Income PY3 | 2010 | UndistributedIncomePY3Yr |
| Undistributed Income PY4 | 2009 | UndistributedIncomePY4Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $643,061 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,486 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $749,547 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $749,547 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,243 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $738,304 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,915 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,915 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $491 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $491 | TotalTaxAmt |
| Distributable Before Adj | $36,424 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,424 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,424 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,912 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $57,912 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $57,912 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,424 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $28,220 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,436 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,915 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,238 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,799 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $113,608 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,912 | QualifyingDistributionsAmt |
| Applied To Current Year | $36,424 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,488 | RemainingDistriFromCorpusAmt |
| Total Corpus | $135,096 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $28,220 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $106,876 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,436 | ExcessFromYear4Amt |
| Excess From Year3 | $18,915 | ExcessFromYear3Amt |
| Excess From Year2 | $23,238 | ExcessFromYear2Amt |
| Excess From Year1 | $22,799 | ExcessFromYear1Amt |
| Excess From Current Year | $21,488 | 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 | AddressLine1 |
| City | Mesa | City |
| State | AZ | State |
| ZIP Code | 85210 | ZIPCode |
| 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 (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Free Arts | |||||
| 103 W Highland Ave | Phoenix | AZ | 85013 | Healing Arts for children and families | $5,000 |
| Friend of Foster Children | |||||
| 1645 E Missouri Suite 220 | Phoenix | AZ | 85016 | Community and civicsupport for fosterchildren | $10,000 |
| Chrysalis | |||||
| 2055 W Northern Ave | Phoenix | AZ | 85021 | Support for victims of domestic violence and abuse | $10,053 |
| Arizona Brainfood | |||||
| 2635 N Ridge | Mesa | AZ | 85203 | Weekend meals for needy School children | $10,000 |
| Desert Mission | |||||
| 19829 N 27th Ave | Phoenix | AZ | 85027 | Health care and support for needy children | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,053 | 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 | $13 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16,485 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $18,334 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $34,832 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,832 | 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 | AddressLine1 |
| City | Mesa | City |
| State | AZ | State |
| ZIP Code | 85210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $68,000 | 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 | $5,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,000 | 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 | $571,707 | EOYBookValueAmt |
| EOYFMV | $683,360 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Dues | $10 | $0 | $0 | $10 |
| Meeting expense | $49 | $0 | $0 | $49 |
| Promotion expense | $5,000 | $0 | $0 | $5,000 |
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 |
| Wells Fargo fees | $615 | $615 | $615 | $0 |
| Merrill Lynch fees | $4,677 | $4,677 | $4,677 | $0 |