WHATLEY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WHATLEY FOUNDATION (EIN 26-6700524)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-04
- IRS object ID
- 202413099349101166
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-04T15:28:35-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 10700 NORTHUP WAY SUITE 200 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266700524 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHATLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHAT | BusinessNameControlTxt |
| Phone | 2063281420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 830 HILLSIDE DRIVE E | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA WHATLEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2063281420 | PhoneNum |
| Signature | 2024-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH KIM CPA | PreparerPersonNm |
| PTIN | P01373859 | PTIN |
| Phone | 4252506100 | PhoneNum |
| Preparation | 2024-11-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,265,628 | 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 | $28,630 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24,926 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,926 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,892 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,892 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $123,095 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $722,990 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $123,095 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $202,543 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $173,913 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,936 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,936 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $630 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,670 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,458 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,458 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,291 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,291 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,035 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,379 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,656 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,836 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,836 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $138,871 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,379 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $121,492 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $63,672 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $158,534 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $155,633 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $162,814 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $162,814 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $867,585 | CorporateStockBOYAmt |
| Corporate Stock EOY | $667,662 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,095,317 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $399,349 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $634,707 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $646,857 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $350,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $350,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $360,640 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,772,567 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,815,183 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,265,628 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,772,567 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,815,183 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,772,567 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,815,183 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,772,567 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,815,183 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,772,567 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $63,672 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,616 | OtherIncreasesAmt |
| Subtotal | $1,837,855 | SubtotalAmt |
| Other Decreases | $22,672 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,815,183 | 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 | $722,990 | GrossSalesPriceAmt |
| Cost Or Other Basis | $599,895 | CostOrOtherBasisAmt |
| Gain Or Loss | $123,095 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $123,095 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $123,095 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,204 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,204 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,204 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,315 | 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 | $6,315 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,111 | OverpaymentAmt |
| Applied To ES Tax | $4,111 | 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 | WA | 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 | LINDA V WHATLEY | IndividualWithBooksNm |
| Phone | 2063281420 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 830 HILLSIDE DR E | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98112 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| LINDA V WHATLEY | ||||||||
| 830 HILLSIDE DR E | SEATTLE | WA | 98112 | TRUSTEE | 5.00 | $14,936 | $0 | $0 |
| JULIAN ANTHONY WHATLEY III | ||||||||
| 830 HILLSIDE DR E | SEATTLE | WA | 98112 | TRUSTEE | 5.00 | $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 | $1,884,627 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $225,180 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,109,807 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,109,807 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,647 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,078,160 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,908 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,908 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,204 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,204 | TotalTaxAmt |
| Distributable Before Adj | $101,704 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $101,704 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $101,704 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $121,492 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $121,492 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $101,704 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $31,976 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,170 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $40,146 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $121,492 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $101,704 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,788 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $59,934 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $59,934 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $31,976 | ExcessFromYear4Amt |
| Excess From Year3 | $8,170 | ExcessFromYear3Amt |
| Excess From Current Year | $19,788 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LINDA V WHATLEY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WHATLEY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 HILLSIDE DR E | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2063281420 | RecipientPhoneNum |
| Form And Info And Materials | IN ADDITION TO LISTING CHARITABLE PURPOSE OF THE GRANT, ALSO NEED TO SUBMIT PROOF OF IRS EXEMPTION SHOWING IRC 509(A)(1) OR 509(A)(2) PUBLIC CHARITY STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO 501(C)(3) ORGANIZATIONS WITH A PUBLIC CHARITY STATUS OF 509(A)(1) OR 509(A)(2). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BEST BUDDIES INTERNATIONAL INC | ||||||
| 100 SE 2ND ST STE 2200 | MIAMI | FL | 33131 | PC | SOCIAL SERVICE | $1,060 |
| CATO INSTITUTE | ||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | PC | EDUCATION | $1,000 |
| DESERT COMMUNITY FOUNDATION | ||||||
| 75-105 MERLE DRIVE 300 | PALM DESERT | CA | 92211 | PC | SOCIAL SERVICE | $2,000 |
| EPIPHANY SCHOOL | ||||||
| 3611 EAST DENNY WAY | SEATTLE | WA | 98122 | PC | EDUCATION | $1,000 |
| GLOBAL PARTNERSHIPS | ||||||
| 1932 FIRST AVE SUITE 40 | SEATTLE | WA | 98101 | PC | SOCIAL SERVICE | $2,000 |
| LAKESIDE SCHOOL | ||||||
| 14050 1ST AVENUE NE | SEATTLE | WA | 98125 | PC | SOCIAL SERVICE | $1,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | PC | SOCIAL SERVICE | $5,000 |
| NATURE CONSERVANCY | ||||||
| 8 S MICHIGAN AVE 900 | CHICAGO | IL | 60603 | PC | SOCIAL SERVICE | $5,000 |
| PRINCETON UNIVERSITY | ||||||
| 330 ALEXANDAR STREET | PRINCETON | NJ | 08542 | PC | SOCIAL SERVICE | $700 |
| RAINIER SCHOLARS | ||||||
| 2100 24TH AVE S STE 360 | SEATTLE | WA | 98144 | PC | EDUCATION | $1,000 |
| RECOVERY CAFE | ||||||
| 2022 BOREN AVE | SEATTLE | WA | 98121 | PC | SOCIAL SERVICE | $4,000 |
| SEATTLE ART MUSEUM | ||||||
| 1300 1ST AVENUE | SEATTLE | WA | 98101 | PC | SOCIAL SERVICES | $2,500 |
| SEATTLE GARDEN CLUB | ||||||
| 2336 15TH AVE S | SEATTLE | WA | 98144 | PC | ENVIRONMENTAL CONSERVATION | $680 |
| TELEIOS | ||||||
| 4616 25TH AVE NE PMB 502 | SEATTLE | WA | 98105 | PC | RELIGIOUS | $5,000 |
| THE INSTITUTE FOR ANTI-RACIST EDUCATION | ||||||
| PO BOX 2367 | PASSAIC | NJ | 07055 | PC | SOCIAL SERVICE | $500 |
| TREEHOUSE | ||||||
| 2100 24TH AVE S STE 200 | SEATTLE | WA | 98144 | PC | SOCIAL SERVICE | $13,440 |
| UNIVERSITY OF MONTANA FOUNDATION | ||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | PC | EDUCATION | $2,000 |
| UPLIFT FOUNDATION | ||||||
| PO BOX 5101 | UPPER MARIBORO | MD | 20775 | PC | SOCIAL SERVICE | $20,000 |
| WASHINGTON WOMEN'S FOUNDATION | ||||||
| 2100 24TH AVE S 300 | SEATTLE | WA | 98144 | PC | SOCIAL SERVICE | $2,591 |
| WESTMINSTER SCHOOL | ||||||
| 1424 WEST PACES FERRY ROAD NW | ATLANTA | GA | 30327 | PC | EDUCATION | $1,000 |
| ACTIVE MINDS | ||||||
| 2001 A STREET NW SUITE 700 | WASHINGTON | DC | 20009 | PC | SOCIAL SERVICE | $500 |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||
| 199 WATER STREET FL 22 | NEW YORK | NY | 10038 | PC | SOCIAL SERVICE | $516 |
| CITY HARVEST | ||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | PC | SOCIAL SERVICE | $500 |
| DOWNTOWN WOMEN'S CENTER | ||||||
| 442 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | PC | SOCIAL SERVICE | $500 |
| EQUALITY NOW | ||||||
| PO BOX 7160 | NEW YORK | NY | 10008 | PC | SOCIAL SERVICE | $1,000 |
| EVERYTOWN FOR GUN SAFETY ACTION FUND | ||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | PC | SOCIAL SERVICE | $500 |
| FRED HUTCHINSON CANCER CENTER | ||||||
| PO BOX 19024 J5-200 | SEATTLE | WA | 98109 | PC | SOCIAL SERVICE | $5,000 |
| FRIENDS OF THE WATERFRONT | ||||||
| 1400 WESTERN AVE | SEATTLE | WA | 98101 | PC | SOCIAL SERVICE | $1,000 |
| THE HAWAII COMMUNITY FOUNDATION | ||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | PC | SOCIAL SERVICE | $5,000 |
| LOGGERS FOR LIFE | ||||||
| 724 LOUSIANA AVE | LIBBY | MT | 59923 | PC | SOCIAL SERVICE | $276 |
| MEMORIAL SLOAN KETTERING CANCER | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PC | SOCIAL SERVICE | $250 |
| MALALA FUND | ||||||
| PO BOX 70280 | PHILADELPHIA | PA | 19176 | PC | SOCIAL SERVICE | $1,023 |
| OCEANA | ||||||
| 1025 CONNECTICUT AVE NW 2ND FLOOR | WASHINGTON | DC | 20036 | PC | SOCIAL SERVICE | $500 |
| RANCHO MIRAGE WRITERS FOUNDATION | ||||||
| 71-100 HIGHWAY 111 | RANCHO MIRAGE | CA | 92270 | PC | SOCIAL SERVICE | $5,000 |
| SAN FRANCISCO MUSEUM OF MODERN ART | ||||||
| 151 3RD ST | SAN FRANCISCO | CA | 94103 | PC | SOCIAL SERVICE | $300 |
| THE SALVATION ARMY | ||||||
| 832 FOLSOM STREET | SAN FRANCISCO | CA | 94107 | PC | SOCIAL SERVICE | $5,000 |
| UNIVERSITY PRESBYTERIAN CHURCH | ||||||
| 4540 15TH AVE NE | SEATTLE | WA | 98105 | PC | RELIGIOUS | $1,000 |
| WORLD CENTRAL KITCHEN | ||||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | PC | SOCIAL SERVICE | $1,000 |
| NEW YORK ROAD RUNNERS | ||||||
| 320 WEST 57TH STREET | NEW YORK | NY | 10019 | PC | SOCIAL SERVICE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,836 | 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 | $24,926 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,892 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $123,095 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $173,913 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $173,913 | 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 | JULIAN ANTHONY AND LINDA V WHATLEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 830 HILLSIDE DRIVE E | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $28,630 | 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 | $6,300 | Amt |
| Net Investment Income | $630 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,670 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DELL COMPUTER CORPORATION | $50,936 | $53,833 |
| THE BOEING COMPANY | $51,498 | $51,443 |
| ASSURED GUARANTY US HOLDINGS INC. | $50,290 | $52,479 |
| BIOGEN INC | $48,300 | $49,186 |
| BUNGE LIMITED FINANCE CORP | $46,058 | $47,268 |
| THE CIGNA GROUP | $49,998 | $50,039 |
| GOLDMAN SACHS GROUP, INC. | $46,618 | $48,145 |
| ILLUMINA INC | $101,300 | $100,342 |
| JP MORGAN CHASE & CO. | $47,802 | $49,010 |
| LOWES COMPANIES, INC. | $48,930 | $49,619 |
| PHILIP MORRIS INTERNATIONAL INC. | $46,834 | $47,909 |
| SOUTHWEST AIRLINES CO. | $46,143 | $47,584 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AGNICO EAGLES MINES LIMITED 1983SH | $47,518 | $108,768 |
| ALPHABET INC C 1250SH | $51,250 | $176,163 |
| BERKSHIRE HATHWAY INC 430SH | $124,136 | $153,364 |
| COSTCO WHOLESALE CORPORATION 200SH | $31,206 | $132,016 |
| META PLATFORMS INCORPORATED 330SH | $74,885 | $116,807 |
| MERCK & COMPANY INC 1250SH | $90,992 | $136,275 |
| MICROSOFT CORP 410SH | $51,567 | $154,176 |
| REDFIN CORPORATION 2500SH | $96,166 | $25,800 |
| ASTRAZENECA PLC SPONSERED ADR 733SH | $49,972 | $49,368 |
| COUPANG INCORPORATED CLASS A 2630SH | $49,970 | $42,580 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GQG PARTNERS 8946.739SH | FMV | $150,000 | $141,716 |
| GOLDMAN SACHS GQG PARTNERS 11090.357SH | FMV | $200,000 | $218,924 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $22,672 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REGISTRATION FEES | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) | Desc |
| Amt | $1,616 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $13,458 | Amt |
| Net Investment Income | $13,458 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $2,000 | $0 | $0 |
| FOREIGN TAXES | $1,291 | $1,291 | $0 |
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