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A PART OF THE WHOLE A FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
A PART OF THE WHOLE A FAMILY FOUNDATION (EIN 87-2914178)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-01
IRS object ID
202412149349100126
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-01T15:22:20-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN872914178EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1A Part of the Whole A Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlAPARBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personshandara stewart gillPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-07-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$876,299FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,386InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,386InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$18,677DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,677DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$32,912NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$366,875GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$12,849TotalRevAndExpnssAmt
Total Net Invst Incm$20,063TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$6,663OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,663OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$197TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$7,765OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$7,765OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,625TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,663TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,765TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$132,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$132,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$147,125TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,663TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$140,265TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$159,974ExcessRevenueOverExpensesAmt
Net Investment Income$13,400NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$40,635SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$42,637SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$42,637SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$947,822CorporateStockBOYAmt
Corporate Stock EOY$785,846CorporateStockEOYAmt
Corporate Stock EOYFMV$833,662CorporateStockEOYFMVAmt
Total Assets BOY$988,457TotalAssetsBOYAmt
Total Assets EOY$828,483TotalAssetsEOYAmt
Total Assets EOYFMV$876,299TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$988,457RetainedEarningBOYAmt
Retained Earning EOY$828,483RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$988,457TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$828,483TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$988,457TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$828,483TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$988,457TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$159,974ExcessRevenueOverExpensesAmt
Subtotal$828,483SubtotalAmt
Tot Net Ast Or Fund Balances EOY$828,483TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$366,875GrossSalesPriceAmt
Cost Or Other Basis$374,810CostOrOtherBasisAmt
Gain Or Loss-$7,935GainOrLossAmt
Gains Minus Excess Or Losses-$7,935GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$7,935CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$186InvestmentIncomeExciseTaxAmt
Subtotal$186SubtotalAmt
Tax Based On Investment Income$186TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$200ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$200TotalPaymentsAndCreditsAmt
Overpayment$14OverpaymentAmt
Applied To ES Tax$14AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Michelle Brennan Gill
Foundation Source 501 Silverside RdWilmingtonDE198091377Co- Pres, Dir1.0$0$0$0
Shandara Gill
Foundation Source 501 Silverside RdWilmingtonDE198091377Co- Pres, Dir, Sec, Treas1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$816,722AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,819AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$845,541TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$845,541AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,683CashDeemedCharitableAmt
Net Vl Noncharitable Assets$832,858NetVlNoncharitableAssetsAmt
Minimum Investment Return$41,643MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$41,643MinimumInvestmentReturnAmt
Tax Based On Investment Income$186TaxBasedOnInvestmentIncomeAmt
Total Tax$186TotalTaxAmt
Distributable Before Adj$41,457DistributableBeforeAdjAmt
Distributable Before Ded$41,457DistributableBeforeDedAmt
Distributable As Adjusted$41,457DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$140,265ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$140,265QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$41,457DistributableAsAdjustedAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Excess Distribution Cyov Yr2$6,500ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$48,875ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$55,375TotalExcessDistributionCyovAmt
Qualifying Distributions$140,265QualifyingDistributionsAmt
Applied To Current Year$41,457AppliedToCurrentYearAmt
Remaining Distri From Corpus$98,808RemainingDistriFromCorpusAmt
Total Corpus$154,183TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$154,183ExcessDistriCyovToNextYrAmt
Excess From Year2$6,500ExcessFromYear2Amt
Excess From Year1$48,875ExcessFromYear1Amt
Excess From Current Year$98,808ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMichelle Brennan GillContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AYUDANDO LATINOS A SONAR
PO BOX 961EL GRANADACA94018N/APCGreatest Need fund$10,000
BOUNDLESS FREEDOM PROJECT
5960 S LAND PARK DR STE 584SACRAMENTOCA95822N/APCGeneral & Unrestricted$5,000
GRAVITY WATER
PO BOX 3884SANTA CRUZCA95063N/APCGeneral operating expenses and the sustainability of clean water projects in Vietnam$72,500
HAWAII COMMUNITY FOUNDATION
827 FORT ST MALLHONOLULUHI96813N/APCMaui Strong Fund$10,000
KERN RIVER TUBATULABAL PAIUTE COUNCIL
PO BOX 3984WOFFORD HTSCA93285N/APCthe Nuui Cunni Cultural Center's General and Unrestricted fund$3,000
RECOVERY CAFE SANTA CRUZ
PO BOX 7841SANTA CRUZCA95061N/APCGeneral & Unrestricted$2,000
YOGA FOR ALL MOVEMENT
4041 SOQUEL DR A192SOQUELCA95073N/APCGeneral & Unrestricted$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$132,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,386ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,677ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$32,912ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$12,849ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$12,849TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ARTISAN HIGH INCOME FUND CL IN$20,000$20,499
COLUMBIA CONTRARIAN CORE FUND$33,719$36,728
DFA LARGE CAP INTERNATIONAL PO$30,303$36,181
DODGE & COX FUNDS INTERNATIONA$18,194$18,736
DODGE & COX INCOME FUND$59,354$60,948
DODGE & COX STOCK$43,272$43,664
HARBOR CAPITAL APPRECIATION FU$42,074$50,552
HARTFORD SCHRODERS EMERGING MA$20,955$20,943
ISHARES RUSSELL 2000 GROWTH IN$32,820$33,797
ISHARES S&P 500 GROWTH INDEX F$29,436$37,700
ISHARES S&P 500 VALUE INDEX FU$49,974$57,905
ISHARES TRUST RUSSELL 2000 VAL$41,385$41,473
ISHARES TRUST RUSSELL MIDCAP I$57,823$68,170
MFS INTERNATIONAL GROWTH FUN C$8,559$8,462
PGIM TOTAL RETURN BOND FUND CL$62,668$61,380
VANGUARD FTSE DEVELOPED MARKET$42,533$43,541
VANGUARD FTSE EMERGING MARKETS$28,996$28,852
VANGUARD GROWTH AND INCOME FUN$103,349$105,368
VANGUARD MALVERN FDS CRE BD AD$45,173$44,714
VANGUARD SF REIT ETF$15,259$14,049

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$7,710$7,710
State or Local Filing Fees$55$55

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$6,663Amt
Net Investment Income$6,663NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2022CategoryTxt
Amt$197Amt

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