PAUL AND ERIKA WHITE FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PAUL AND ERIKA WHITE FAMILY FOUNDATION (EIN 47-2042916)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-21
- IRS object ID
- 202500809349100100
- Schema version
- 2024v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-21T00:28:40-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2050 MAIN ST STE 1300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472042916 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PAUL & ERIKA WHITE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAUL | BusinessNameControlTxt |
| Phone | 2132419832 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2824 VIA NEVE | AddressLine1Txt |
| City | PALOS VERDES ESTATES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL A WHITE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2132419832 | PhoneNum |
| Signature | 2025-03-18 | 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 | KEVIN H WIEST CPA | PreparerPersonNm |
| PTIN | P00037191 | PTIN |
| Phone | 9498529433 | PhoneNum |
| Preparation | 2025-03-18 | 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 | $3,037,307 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $51,435 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,435 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $301,683 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $644,815 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $301,683 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $353,118 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $353,118 | 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 |
| Accounting Fees Rev And Expnss | $3,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $921 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $75 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,721 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,800 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $166,942 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $166,942 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $171,663 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,800 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $167,017 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $181,455 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $349,318 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $149,241 | CashBOYAmt |
| Cash EOY | $52,071 | CashEOYAmt |
| Cash EOYFMV | $52,071 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,955,774 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,238,602 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,238,602 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $46,644 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $63,264 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $63,264 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $484,471 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $683,370 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $683,370 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,636,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,037,307 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,037,307 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,943 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $5,943 | 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 | $2,630,187 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,037,307 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,630,187 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,037,307 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,636,130 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,037,307 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,630,187 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $181,455 | ExcessRevenueOverExpensesAmt |
| Other Increases | $230,946 | OtherIncreasesAmt |
| Subtotal | $3,042,588 | SubtotalAmt |
| Other Decreases | $5,281 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,037,307 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1000 ISHARES CORE US | 2023-10-16 | 2024-01-02 | $99,584 | $96,857 | $2,727 | $2,727 | |
| 500 ISHARES MSCI ISRAEL ETF | 2023-10-30 | 2024-02-02 | $29,440 | $23,213 | $6,227 | $6,227 | |
| 500 ISHARES CORE US | 2023-10-16 | 2024-02-26 | $48,496 | $46,568 | $1,928 | $1,928 | |
| 1000 ISHARES MSCI TURKEY ETF | 2023-06-27 | 2024-02-27 | $37,655 | $28,100 | $9,555 | $9,555 | |
| 1000 ISHARES MSCI TURKEY ETF | 2023-07-07 | 2024-03-01 | $37,145 | $30,041 | $7,104 | $7,104 | |
| 100 MICROSOFT CORP | 2013-08-29 | 2024-03-27 | $42,010 | $3,379 | $38,631 | $38,631 | |
| 200 AMAZON.COM INC | 2022-11-16 | 2024-04-03 | $36,521 | $19,645 | $16,876 | $16,876 | |
| 100 AMAZON.COM INC | 2022-11-16 | 2024-07-15 | $19,194 | $9,822 | $9,372 | $9,372 | |
| 1000 CREDO TECHNOLOGY GROUP F | 2023-06-08 | 2024-07-15 | $33,427 | $16,045 | $17,382 | $17,382 | |
| 100 CATERPILLAR INC | 2017-05-02 | 2024-07-25 | $34,518 | $10,219 | $24,299 | $24,299 | |
| 100 CATERPILLAR INC | 2017-05-18 | 2024-07-26 | $35,068 | $10,064 | $25,004 | $25,004 | |
| 100 MICROSOFT CORP | 2013-08-29 | 2024-07-29 | $42,891 | $3,299 | $39,592 | $39,592 | |
| 200 ALPHABET INC | 2019-05-07 | 2024-07-31 | $34,454 | $7,519 | $26,935 | $26,935 | |
| 1000 CREDO TECHNOLOGY GROUP F | 2023-06-08 | 2024-08-06 | $25,169 | $16,045 | $9,124 | $9,124 | |
| 100 ALPHABET INC | 2019-05-07 | 2024-08-14 | $16,088 | $5,842 | $10,246 | $10,246 | |
| 1000 CREDO TECHNOLOGY GROUP F | 2023-07-07 | 2024-12-05 | $68,110 | $16,474 | $51,636 | $51,636 | |
| CAPITAL GAINS DIVIDENDS | $5,045 | $5,045 | $5,045 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $301,683 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,856 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,856 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,856 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | 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 | $600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $34 | EsPenaltyAmt |
| Tax Due | $4,290 | TaxDueAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIKA WHITE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2132419832 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2824 VIA NEVE | AddressLine1Txt |
| City | PALOS VERDES ESTATES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL WHITE | ||||||||
| 2824 VIA NEVE | PALOS VERDES ESTATES | CA | 90274 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIKA WHITE | ||||||||
| 2824 VIA NEVE | PALOS VERDES ESTATES | CA | 90274 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EMMA WHITE | ||||||||
| 2824 VIA NEVE | PALOS VERDES ESTATES | CA | 90274 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALEXANDER WHITE | ||||||||
| 2824 VIA NEVE | PALOS VERDES ESTATES | CA | 90274 | 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 | $2,593,098 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $329,698 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,922,796 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,922,796 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,842 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,878,954 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $143,948 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $143,948 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,856 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,856 | TotalTaxAmt |
| Distributable Before Adj | $139,092 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $139,092 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $139,092 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $167,017 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $167,017 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $139,092 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,693 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,983 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,608 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,097 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,605 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $41,986 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $167,017 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $139,092 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,925 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $69,911 | 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 | $3,693 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $66,218 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,983 | ExcessFromYear4Amt |
| Excess From Year3 | $14,608 | ExcessFromYear3Amt |
| Excess From Year2 | $6,097 | ExcessFromYear2Amt |
| Excess From Year1 | $15,605 | ExcessFromYear1Amt |
| Excess From Current Year | $27,925 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAUL WHITE | ContributingManagerNm |
| Contributing Manager | ERIKA WHITE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LEARNING RIGHTS LAW CENTER | ||||||
| 1625 W OLYMPIC BOULEVARD SUITE 500 | LOS ANGELES | CA | 90015 | PC | GENERAL SUPPORT | $6,309 |
| DIDI HIRSCH MENTAL HEALTH SERVICES | ||||||
| 323 NORTH PRAIRIE AVE | INGLEWOOD | CA | 90301 | PC | GENERAL SUPPORT | $500 |
| SOUTH BAY FAMILIES CONNECTED | ||||||
| PO BOX 1323 | MANHATTAN BEACH | CA | 90266 | PC | GENERAL SUPPORT | $1,033 |
| MY FRIENDS PLACE | ||||||
| 5850 HOLLYWOOD BOULEVARD | LOS ANGELES | CA | 90028 | PC | GENERAL SUPPORT | $5,000 |
| CHRYSALIS | ||||||
| 522 S MAIN ST | LOS ANGELES | CA | 90013 | PC | GENERAL SUPPORT | $5,182 |
| INTERNALTIONAL REFUGEE ASSISTANCE PRJECT | ||||||
| ONE BATTERY PARK PLAZA 4TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL SUPPORT | $5,263 |
| LA REGIONAL FOOD BANK | ||||||
| 1734 E 41ST STREET | LOS ANGELES | CA | 90058 | PC | GENERAL SUPPORT | $10,000 |
| DIRECT RELIEF | ||||||
| 6100 BECKNELL WALLACE ROAD | SANTA BARBARA | CA | 93117 | PC | GENERAL SUPPORT | $10,240 |
| WORLD FOOD PROGRAM | ||||||
| 1725 I STREET NW | WASHINGTON | DC | 200907166 | PC | GENERAL SUPPORT | $10,300 |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| POBOX 6068 | ALBERT LEA | MN | 560079847 | PC | GENERAL SUPPORT | $10,000 |
| PARTNERS IN HEALTH | ||||||
| 800 BOYLSTON STREET SUITE 300 | BOSTON | MA | 02199 | PC | GENERAL SUPPORT | $10,000 |
| PBS SOCAL | ||||||
| 2900 WEST ALAMEDA AVE SUITE 600 | BURBANK | CA | 915154267 | PC | GENERAL SUPPORT | $180 |
| KCRW | ||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | PC | GENERAL SUPPORT | $120 |
| ST SEBASTIAN SPORTS PROJECT | ||||||
| PO BOX 1711 | MANHATTAN BEACH | CA | 90267 | PC | GENERAL SUPPORT | $1,000 |
| HOPE FOR HENRY | ||||||
| 2440 WISCONSIN AVE NW SUITE 201 | WASHINGTON | DC | 20007 | PC | GENERAL SUPPORT | $1,000 |
| PEOPLE ASSISTING THE HOMELESS | ||||||
| 340 N MADISON AVE | LOS ANGELES | CA | 90004 | PC | GENERAL SUPPORT | $2,575 |
| DOWNTOWN WOMEN'S CENTER | ||||||
| 442 SAN PEDRO ST | LOS ANGELES | CA | 90013 | PC | GENERAL SUPPORT | $1,040 |
| THE PEOPLE CONCERN | ||||||
| 2116 ARLINGTON AVE | LOS ANGELES | CA | 90018 | PC | GENERAL SUPPORT | $2,160 |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||
| 1314 2ND STREET | SANTA MONICA | CA | 90401 | PC | GENERAL SUPPORT | $5,000 |
| NATIONAL IMMIGRATION LAW CENTER | ||||||
| 3450 WILSHIRE BOULEVARD 108-62 | LOS ANGELES | CA | 90010 | PC | GENERAL SUPPORT | $10,300 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL SUPPORT | $10,000 |
| WEINGART CENTER | ||||||
| 501 EAST 6TH STREET | LOS ANGELES | CA | 90021 | PC | GENERAL SUPPORT | $2,500 |
| EL JARDIN DE LA INFANCIA | ||||||
| 1400 S BROADWAY | LOS ANGELES | CA | 90015 | GOV | GENERAL SUPPORT | $10,000 |
| CHLA - CHILDRENS HOSPITAL LA | ||||||
| 4650 SUNSET BOULEVARD | LOS ANGELES | CA | 90027 | PC | GENERAL SUPPORT | $5,000 |
| LA VALUE SCHOOLS | ||||||
| 680 WILSHIRE PLACE SUITE 315 | LOS ANGELES | CA | 90005 | PC | GENERAL SUPPORT | $5,000 |
| CASA LA | ||||||
| 201 CENTRE PLAZA DRIVE SUITE 11009 | MONTEREY PARK | CA | 917542142 | PC | GENERAL SUPPORT | $5,010 |
| PLANNED PARENTHOOD LA | ||||||
| 400 WEST 30TH ST | LOS ANGELES | CA | 90007 | PC | GENERAL SUPPORT | $7,744 |
| CHARITY NAVIGATOR | ||||||
| 299 MARKET STREET SUITE 250 | SADDLE BROOK | NJ | 07663 | PC | GENERAL SUPPORT | $1,032 |
| MARYVALE | ||||||
| 7600 EAST GRAVES AVENUE | ROSEMEAD | CA | 91770 | PC | GENERAL SUPPORT | $1,564 |
| HUMAN RIGHTS WATCH | ||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 101183299 | PC | GENERAL SUPPORT | $5,150 |
| LEGAL DEFENSE FUND | ||||||
| 40 RECTOR STREET 5 | NEW YORK | NY | 10006 | PC | GENERAL SUPPORT | $5,163 |
| WORLD CENTRAL KITCHEN | ||||||
| PO BOX 96538 | WASHINGTON | DC | 200906538 | PC | GENERAL SUPPORT | $5,222 |
| BEST FRIENDS ANIMAL SOCIETY | ||||||
| 1845 PONTIUS AVE | LOS ANGELES | CA | 90025 | PC | GENERAL SUPPORT | $1,046 |
| ENVIRONMENTAL DEFENSE FUND | ||||||
| PO BOX 98051 | WASHINGTON | DC | 200908051 | PC | GENERAL SUPPORT | $5,209 |
| J-SEI | ||||||
| 1285 66TH ST | EMERYVILLE | CA | 94608 | PC | GENERAL SUPPORT | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $166,942 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,435 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $301,683 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $353,118 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $353,118 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $3,800 | Amt |
| Net Investment Income | $3,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MUTUAL FUNDS | BondNm |
| EOY Book Value | $63,264 | EOYBookValueAmt |
| EOYFMV | $63,264 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $2,238,602 | EOYBookValueAmt |
| EOYFMV | $2,238,602 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EXCHANGE TRADED FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $683,370 | BookValueAmt |
| EOYFMV | $683,370 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME REINVESTED | Desc |
| Amt | $5,281 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN | Desc |
| Amt | $230,946 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA ATTORNEY GENERAL | $50 | $0 | $50 |
| STATEMENT OF INFORMATION FEE | $25 | $0 | $25 |
| FEDERAL TAXES | $846 | $0 | $0 |
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