WHITEMAN 4G FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: WHITEMAN 4G FOUNDATION (EIN 20-5478191)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-02-19
IRS object ID: 201110509349100401
Schema version: 2010v3.2
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
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-02-19T14:43:11-08:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CK SATO CPA PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

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	ReturnType
Tax Period Begin Date	2010-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	205478191	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Whiteman 4G Foundation	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	WHIT	NameControl
Phone	4806071907	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1725 S Country Club Drive	AddressLine1
City	Mesa	City
State	AZ	State
ZIP Code	85210	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	John Whiteman	Name
Title	Director	Title
Date Signed	2011-02-11	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	CK Sato	Name
Phone	4806440253	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	576878	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	52000	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	15697	DividendsRevAndExpnss
Dividends Net Invst Incm	15697	DividendsNetInvstIncm
Dividends Adj Net Incm	15697	DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss	-1094	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	120949	GrossSalesPrice
Net STCG Adj Net Incm	100	NetSTCGAdjNetIncm
Total Revenue And Expenses	66603	TotalRevenueAndExpenses
Total Net Investment Income	15697	TotalNetInvestmentIncome
Total Adjusted Net Income	15797	TotalAdjustedNetIncome
Accounting Fees Rev And Expnss	5540	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	5540	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	5540	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	4155	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	10263	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	5763	OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm	5763	OtherProfFeesAdjNetIncm
Other Prof Fees Dsbrs Chrtbl Prps	9197	OtherProfFeesDsbrsChrtblPrps
Interest Rev And Expnss	6	InterestRevAndExpnss
Interest Net Invst Incm	6	InterestNetInvstIncm
Interest Adj Net Incm	6	InterestAdjNetIncm
Interest Dsbrs Chrtbl Prps	5	InterestDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss	0	DeprecAndDepletionRevAndExpnss
Other Expenses Rev And Expnss	429	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	107	OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm	107	OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps	429	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	16238	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	11416	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	11416	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	13786	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	31000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	31000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	47238	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	11416	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	11416	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	44786	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	19365	ExcessOfRevenueOverExpenses
Net Investment Income	4281	NetInvestmentIncome
Adjusted Net Income	4381	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	6129	CashBOY
Savings And Temp Cash Invst BOY	381913	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	55032	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	55032	SavingsAndTempCashInvstEOYFMV
Prepaid Expenses BOY	195	PrepaidExpensesBOY
Prepaid Expenses EOY	335	PrepaidExpensesEOY
Prepaid Expenses EOYFMV	335	PrepaidExpensesEOYFMV
Investments Corp Stock BOY	158658	InvestmentsCorpStockBOY
Investments Corp Stock EOY	511505	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	521511	InvestmentsCorpStockEOYFMV
Total Assets BOY	546895	TotalAssetsBOY
Total Assets EOY	566872	TotalAssetsEOY
Total Assets EOYFMV	576878	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	546895	RetainedEarningsBOY
Retained Earnings EOY	566872	RetainedEarningsEOY
Total Net Assets BOY	546895	TotalNetAssetsBOY
Total Net Assets EOY	566872	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	546895	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	566872	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	546895	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	19365	ExcessOfRevenueOverExpenses
Other Increases	612	OtherIncreases
Subtotal	566872	Subtotal
Total Net Assets Fund Balances EOY	566872	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
2798.51 VBISX Vang	P	2010-01-13	2010-10-26	30000	30000
6184.59 VBISX Vang	P	2010-01-13	2010-05-28	65000	64877	123	123
390.22 VBISX Vang	P	2010-01-13	2010-04-06	4070	4093	-23	-23
140 PBW Powershares	P	2008-06-09	2010-01-14	1645	3045	-1400	-1400
8 MDY Midcap SPDR	P	2008-06-09	2010-01-14	1088	1277	-189	-189
182 LQD Ishares	P	2008-06-09	2010-01-14	19146	18751	395	395

Field	Value	IRS element (for citing)
Capital Gain Net Income	-1094	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	100	NetShortTermCapitalGainOrLoss

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	86	InvestmentIncomeExciseTax
Subtotal	86	Subtotal
Tax Based On Investment Income	86	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	335	EstTaxPaymentsAndOverpayment
Total Credits And Payments	335	TotalCreditsAndPayments
Overpayment	249	Overpayment
Amount Credited To Next Year	249	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Form990 T Filed	false	Form990TFiled
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	false	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Foundation	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	4806071907	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	1725 S Country Club Dr	AddressLine1
City	Mesa	City
State	AZ	State
ZIP Code	85210	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Excess Business Holdings	false	ExcessBusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	false	TrFailToQualifyAsExceptions
Maint Expend Responsibility	false	MaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn
Proceeds Or Net Income	false	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
Lexi Whiteman
1440 N 40th Street 3	Mesa	AZ	85205	Chairman	0.00	0
Chloe Whiteman
1440 N 40th Street 3	Mesa	AZ	85205	Secretary	0.00	0
John O Whiteman
5749 E Cheney Drive	Paradise Valley	AZ	85253	Director	0.00	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	505515	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	21187	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	335	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	527037	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	527037	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	7906	CashDeemedCharitable
Net Noncharitable Assets	519131	NetNoncharitableAssets
Minimum Investment Return	25957	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	25957	MinimumInvestmentReturn
Tax Based On Investment Income	86	TaxBasedOnInvestmentIncome
Total Tax	86	TotalTax
Distributable Amount Before Adj	25871	DistributableAmountBeforeAdj
Distributable Amount Before Ded	25871	DistributableAmountBeforeDed
Distributable Amount As Adjusted	25871	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	44786	ExpensesAndContributions
Qualifying Distributions	44786	QualifyingDistributions
Adj Qualifying Distributions	44786	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	25871	DistributableAmountAsAdjusted
Excess Distri Carryover Year3	25723	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	28220	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	20436	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	74379	TotalExcessDistriCarryover
Qualifying Distributions	44786	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	25871	AppliedToCurrentYear
Remaining Distri From Corpus	18915	RemainingDistriFromCorpus
Total Corpus	93294	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	93294	ExcessDistriCyovToNextYear
Excess From Year3	25723	ExcessFromYear3
Excess From Year2	28220	ExcessFromYear2
Excess From Year1	20436	ExcessFromYear1
Excess From Current Year	18915	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	John Whiteman	RecipientName

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 Number	4806071907	RecipientPhoneNumber
Form And Info And Materials	No specific form required	FormAndInfoAndMaterials
Submission Deadlines	Ongoing	SubmissionDeadlines
Restrictions On Awards	Subject to review	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
East Valley Child Crisis Center
PO Box 4114	Mesa	AZ	85211	Health	$10,000
Creighton School District
2702 E Flower Street	Phoenix	AZ	85016	Cultural	$10,000
Chandler Unified School District
1525 W Frye Rd	Chandler	AZ	85224	Cultural	$10,000
Children's Action Alliance
4001 N rd Street 160	Phoenix	AZ	85012	Health	$500
Audubon
3131 S Central	Phoenix	AZ	85040	Health	$500

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	31000	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	15697	RelatedOrExemptFunctionIncome

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	-1094	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	14603	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	14603	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	Empire Southwest	ContributorNameIndividual

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	52000	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	Accounting	Category
Amount	$5,540	Amount
Net Investment Income	5540	NetInvestmentIncome
Adjusted Net Income	5540	AdjustedNetIncome
Disbursements Charitable Prps	4155	DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	Promotion	Description
Revenue And Expenses Per Books	429	RevenueAndExpensesPerBooks
Net Investment Income	107	NetInvestmentIncome
Adjusted Net Income	107	AdjustedNetIncome
Disbursements Charitable Prps	429	DisbursementsCharitablePrps

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	Non Tax RPT Dividends	Description
Amount	$612	Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
Wells Fargo	$4,263	4263	4263	3197
Director	$6,000	1500	1500	6000