WHITEHILL FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WHITEHILL FAMILY FOUNDATION (EIN 81-4572444)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-03
- IRS object ID
- 202620629349100412
- Schema version
- 2025v4.0
- 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
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-03T11:29:09-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814572444 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Whitehill Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Michael H Whitehill | InCareOfNm |
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 3103186201 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2821 Amby Place | AddressLine1Txt |
| City | Hermosa Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90254 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL H WHITEHILL | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3103186201 | PhoneNum |
| Signature | 2026-03-03 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,409,150 | 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 | $79,852 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $605 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $605 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $605 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $27,012 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,012 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $27,012 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $61,791 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $107,469 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $89,408 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $27,617 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $255 | OtherProfFeesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $255 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,955 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,955 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $53,955 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $53,514 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $89,408 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $27,617 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,649 | CashBOYAmt |
| Cash EOY | $2,555 | CashEOYAmt |
| Cash EOYFMV | $2,555 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,080 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,000 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $637,003 | CorporateStockBOYAmt |
| Corporate Stock EOY | $684,691 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,386,595 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $653,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $707,246 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,409,150 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $653,732 | RetainedEarningBOYAmt |
| Retained Earning EOY | $707,246 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $653,732 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $707,246 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $653,732 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $707,246 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $653,732 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $53,514 | ExcessRevenueOverExpensesAmt |
| Subtotal | $707,246 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $707,246 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JPM 140 shares | D | 2011-09-26 | 2025-01-29 | $37,807 | $4,249 | $33,558 | $33,558 |
| JPM 60 shares | D | 2011-09-26 | 2025-02-12 | $16,553 | $1,821 | $14,732 | $14,732 |
| JPM 50 shares | D | 2011-09-26 | 2025-07-29 | $15,018 | $1,517 | $13,501 | $13,501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $61,791 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,243 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,243 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,243 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $608 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $608 | TotalPaymentsAndCreditsAmt |
| Tax Due | $635 | TaxDueAmt |
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 | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Whitehill Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3103186201 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2821 Amby Place | AddressLine1Txt |
| City | Hermosa Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902542215 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL H WHITEHILL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2821 Amby Place | AddressLine1Txt |
| City | Hermosa Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902542215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $1,244,163 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,580 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,265,743 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,265,743 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,986 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,246,757 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $62,338 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $62,338 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,243 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,243 | TotalTaxAmt |
| Distributable Before Adj | $61,095 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $61,095 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $61,095 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $53,955 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $53,955 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,095 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $53,612 | UndistributedIncomePYAmt |
| Qualifying Distributions | $53,955 | QualifyingDistributionsAmt |
| Applied To Year1 | $53,612 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $343 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $343 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $343 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $60,752 | UndistributedIncomeCYAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL H WHITEHILL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Accion Opportunity Fund | |||||||
| 111 W Saint Joh St Ste 800 | San Jose | CA | 95113 | None | PC | General & Unrestricted | $1,500 |
| Brain & Behavior Research Fund | |||||||
| 747 Third Ave Ste 1-599 | New York | NY | 10017 | None | PC | General & Unrestricted | $1,500 |
| Center for Biological Diversity | |||||||
| PO Box 710 | Tucson | AZ | 85702 | None | PC | General & Unrestricted | $1,500 |
| Coalfield Development Corporation | |||||||
| 2923 Park Ave | Huntington | WV | 25704 | None | PC | General & Unrestricted | $1,500 |
| The Conservation Fund | |||||||
| 16 Fort Meyer Drive | Arlington | VA | 22209 | None | PC | General & Unrestricted | $6,000 |
| Dana Farber Cancer Institute | |||||||
| PO Box 949168 | Boston | MA | 02284 | None | PC | General & Unrestricted | $3,000 |
| Doctors Without Borders | |||||||
| PO Box 5030 | Hagerstown | MD | 217415030 | None | PC | General & Unrestricted | $1,500 |
| Feeding America | |||||||
| 35 E Wacker Drive Ste 2000 | Chicago | IL | 60601 | None | PC | General & Unrestricted | $7,500 |
| Finca International | |||||||
| 2101 15th Street NW | Washington | DC | 20005 | None | PC | General & Unrestricted | $4,000 |
| Food Forward | |||||||
| 7412 Fulton Ave Ste 3 | North Hollywood | CA | 91605 | None | PC | General & Unrestricted | $2,500 |
| Manhattan beach Nursery School | |||||||
| 1520 Nelson Ave | Manhattan Beach | CA | 90266 | None | PC | General & Unrestricted | $1,000 |
| North County Mission of Hope | |||||||
| 3452 State Route 22 | Peru | NY | 12972 | None | PC | General & Unrestricted | $5,000 |
| Oceana | |||||||
| 1025 Connecticut Ave NW | Washington | DC | 20036 | None | PC | General & Unrestricted | $1,500 |
| One Acre Fund | |||||||
| 2070 Green Bay Road Ste 183 | Highland Park | IL | 60035 | None | PC | General & Unrestricted | $4,000 |
| Opportunity Junction | |||||||
| 3102 Delta Fair Blvd | Antioch | CA | 94509 | None | PC | General & Unrestricted | $2,000 |
| PBS So Cal | |||||||
| 3080 Bristol Street Ste 100 | Costa Mesa | CA | 92626 | None | PC | General & Unrestricted | $200 |
| Proximity Designs | |||||||
| 1107 Fair Oaks Ave Ste 802 | South Pasadena | CA | 91030 | None | PC | General & Unrestricted | $1,500 |
| Village Enterprise | |||||||
| 1180 San Carlos Ave Ste 222 | San Carlos | CA | 94070 | None | PC | General & Unrestricted | $1,500 |
| Wildlife Conservation Society | |||||||
| 2300 Southern Blvd | Bronx | NY | 10460 | None | PC | General & Unrestricted | $3,000 |
| World Central Kitchen | |||||||
| PO Box 96538 | Washington | DC | 200906528 | None | PC | General & Unrestricted | $1,500 |
| One Tree Planted | |||||||
| 195 Pine Haven Road Shores Ste 1000 | Shelburne | VT | 05482 | None | PC | General & Unrestricted | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
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 | MICHAEL WHITEHILL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2821 Amby Place | AddressLine1Txt |
| City | Hermosa Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $79,852 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 300 shares of Apple appl | NoncashPropertyDesc |
| Fair Market Value | $79,852 | FairMarketValueAmt |
| Received | 2025-10-27 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Apple | $79,931 | $83,270 |
| Fed Ex | $107,168 | $163,106 |
| JP Morgan | $47,101 | $414,654 |
| Van Fed MM | $3,569 | $15,030 |
| Van FTSE AllWorld | $204,787 | $263,619 |
| Van MidCap Index | $70,818 | $129,360 |
| Van Small Cap Growth | $41,579 | $50,254 |
| Van Small Cap Index | $57,997 | $100,290 |
| Van Total Stock Market | $71,741 | $167,012 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Tax Software | $130 |
| Delaware Agent | $50 |
| Cal Sec of State Fees | $25 |
| Cal AG Fees | $25 |
| Del Dept of Corporations | $25 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL H WHITEHILL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2821 Amby Place | AddressLine1Txt |
| City | Hermosa Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90254 | ZIPCd |