CARMEL M & JOHN G WHITMAN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CARMEL M & JOHN G WHITMAN FOUNDATION (EIN 95-4610286)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-03-09
- IRS object ID
- 202630689349100528
- Schema version
- 2024v5.5
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-09T13:21:02-05:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 16TH STREET SUITE 1700 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954610286 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARMEL M AND JOHN G WHITMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARM | BusinessNameControlTxt |
| Phone | 8054324474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1003 WOODSTOCK LANE | AddressLine1Txt |
| City | VENTURA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARMEL WHITMAN | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 8054324474 | PhoneNum |
| Signature | 2026-03-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA DETTMANN CPA | PreparerPersonNm |
| PTIN | P01408585 | PTIN |
| Phone | 3037795710 | PhoneNum |
| Preparation | 2026-03-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $407,232 | 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 | $30,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $809 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $809 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,654 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,654 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,339 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,716 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,339 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$2,216 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $413 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $76,586 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,215 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,733 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,733 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,075 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,037 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,038 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,069 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,069 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,020 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $970 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,897 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,076 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,821 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,497 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,076 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $69,421 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,089 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,139 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,638 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,989 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,989 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $340,043 | CorporateStockBOYAmt |
| Corporate Stock EOY | $350,309 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $380,999 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $29,519 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,244 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,244 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $379,200 | TotalAssetsBOYAmt |
| Total Assets EOY | $376,542 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $407,232 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $379,200 | RetainedEarningBOYAmt |
| Retained Earning EOY | $376,542 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $379,200 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $376,542 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $379,200 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $376,542 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $379,200 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,089 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $380,289 | SubtotalAmt |
| Other Decreases | $3,747 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $376,542 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $33,716 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,377 | CostOrOtherBasisAmt |
| Gain Or Loss | $20,339 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $20,339 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,339 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $600 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $600 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $600 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $742 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $742 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $142 | OverpaymentAmt |
| Applied To ES Tax | $142 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CARMEL M WHITMAN | IndividualWithBooksNm |
| Phone | 8054324474 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1003 WOODSTOCK LANE | AddressLine1Txt |
| City | VENTURA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| CARMEL M WHITMAN | ||||||||
| 1003 WOODSTOCK LANE | VENTURA | CA | 93001 | PRESIDENT/CEO | 1.00 | $0 | $0 | $0 |
| JOHN G WHITMAN | ||||||||
| 1003 WOODSTOCK LANE | VENTURA | CA | 93001 | SEC/TREASURER | 1.00 | $0 | $0 | $0 |
| VICKI F MAGASINN | ||||||||
| 1003 WOODSTOCK LANE | VENTURA | CA | 93001 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JONATHAN M FELDMAN | ||||||||
| 1003 WOODSTOCK LANE | VENTURA | CA | 93001 | DIRECTOR | 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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $418,937 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,282 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $454,219 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $454,219 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,813 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $447,406 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,370 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,370 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $600 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $600 | TotalTaxAmt |
| Distributable Before Adj | $21,770 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,770 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,770 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $69,421 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $69,421 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,770 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $39,548 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $31,934 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $41,050 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,414 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $40,070 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $194,016 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $69,421 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,770 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $47,651 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $241,667 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $39,548 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $202,119 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $31,934 | ExcessFromYear4Amt |
| Excess From Year3 | $41,050 | ExcessFromYear3Amt |
| Excess From Year2 | $41,414 | ExcessFromYear2Amt |
| Excess From Year1 | $40,070 | ExcessFromYear1Amt |
| Excess From Current Year | $47,651 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CARMEL M WHITMAN | ContributingManagerNm |
| Contributing Manager | JOHN G WHITMAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CARMEL M WHITMAN OR JOHN G WHITMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1003 WOODSTOCK LANE | AddressLine1Txt |
| City | VENTURA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8054324474 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST WITH DESCRIPTION AND NATURE OF CHARITY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | N/A | PC | RESEARCH AND TREATMENT OF DISEASE | $3,000 |
| CALIFORNIA LUTHERAN UNIVERSITY | |||||||
| 60 W OLSEN ROAD 1625 | THOUSAND OAKS | CA | 91360 | N/A | PC | SUPPORT EDUCATION | $7,000 |
| CALIFORNIA STATE UNIVERSITY NORTHRIDGE FOUNDATION | |||||||
| 18111 NORDHOFF ST | NORTHRIDGE | CA | 91330 | N/A | PC | SUPPORT EDUCATION | $7,000 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | N/A | PC | RESEARCH AND TREATMENT OF DISEASE | $3,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| PO BOX 97372 | WASHINGTON | DC | 20090 | N/A | PC | RESEARCH AND TREATMENT OF DISEASE | $3,000 |
| DIRECTORS GUILD FOUNDATION | |||||||
| 7920 W SUNSET BLVD | LOS ANGELES | CA | 90046 | N/A | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST FL 16 | NEW YORK | NY | 10006 | N/A | PC | RESEARCH AND TREATMENT OF DISEASE | $5,000 |
| OJAI RAPTOR CENTER | |||||||
| 370 BALDWIN RD | OAK VIEW | CA | 93023 | N/A | PC | EDUCATION AND RESEARCH | $5,500 |
| PBS SOCAL | |||||||
| PO BOX 33816 | LOS ANGELES | CA | 90033 | N/A | PC | SUPPORT EDUCATION | $8,000 |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM ST FL 10 | NEW YORK | NY | 10038 | N/A | PC | EDUCATION AND RESEARCH | $5,000 |
| PUBLIC CITIZEN FOUNDATION | |||||||
| 1600 20TH STREET NW | WASHINGTON | DC | 20009 | N/A | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,000 |
| RAICES | |||||||
| 1305 N FLORES ST | SAN ANTONIO | TX | 78212 | N/A | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| PO BOX 548 | MONTEGOMERY | AL | 36104 | N/A | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,000 |
| VENTURA HS ADVANCEMENT | |||||||
| 2 N CATALINA ST RM 32 | VENTURA | CA | 93001 | N/A | PC | SUPPORT EDUCATION | $7,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD STE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,600 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $809 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,654 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,339 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| LIQUIDATION | 14 | $900 | ||
| K-1 INCOME - NY REIT | 14 | -$487 | 901101 | -$2,629 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$2,629 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $49,215 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,586 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | CARMEL M AND JOHN G WHITMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1003 WOODSTOCK LANE | AddressLine1Txt |
| City | VENTURA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,075 | Amt |
| Net Investment Income | $3,037 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,038 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESCO EXCHANGE TRADED FD TR | $24,474 | $37,017 |
| GLOBAL NET LEASE INC | $32,245 | $19,356 |
| LADDER CAP CORP CL A | $46,041 | $48,462 |
| SABRA HEALTH CARE REIT INC COM | $79,129 | $89,671 |
| GOLUB CAP BDC INC COM | $83,747 | $68,133 |
| ETRACS ALERIAN INFRAST SER B | $84,673 | $118,360 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NEW YORK REIT LIQUIDATING LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $13,244 | BookValueAmt |
| EOYFMV | $13,244 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,733 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,733 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $3,747 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AG REGISTRATION FEE | $50 | $0 | $50 |
| K-1 EXPENSE - NY REIT | $970 | $970 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LIQUIDATION | $900 | $900 | $900 |
| K-1 INCOME - NY REIT | -$3,116 | -$487 | -$3,116 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $2,069 | Amt |
| Net Investment Income | $2,069 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |