BETA

WHITE FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WHITE FAMILY FOUNDATION (EIN 20-8657835)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202413199349103046
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-14T13:59:49-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN812922408PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KIRKPATRICK CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14501 SPICEWOOD SPRINGS RD STE 1005AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP787598788ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208657835EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WHITE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWHITBusinessNameControlTxt
Phone8306937984PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1206 CR 117AddressLine1Txt
CityLLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78643ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES C WHITE JRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8306937984PhoneNum
Signature2024-05-16SignatureDt
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 PersonEVAN KIRKPATRICKPreparerPersonNm
PTINP01560347PTIN
Phone5126152023PhoneNum
Preparation2024-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,035,929FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$29,269InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$29,269InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$29,269InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$131,687DividendsRevAndExpnssAmt
Dividends Net Invst Incm$131,687DividendsNetInvstIncmAmt
Dividends Adj Net Incm$131,687DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$39,524NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$511,470GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$292CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$200,480TotalRevAndExpnssAmt
Total Net Invst Incm$161,248TotalNetInvstIncmAmt
Total Adj Net Incm$160,956TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$51,591OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$46,416OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$5,175OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,727TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$53,318TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$46,416TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,175TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$237,196ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$237,196ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$290,514TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$46,416TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$242,371TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$90,034ExcessRevenueOverExpensesAmt
Net Investment Income$114,832NetInvestmentIncomeAmt
Adjusted Net Income$160,956AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$103,791SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$151,456SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$151,456SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$3,833,119OtherInvestmentsBOYAmt
Other Investments EOY$3,734,582OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,884,473OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,936,910TotalAssetsBOYAmt
Total Assets EOY$3,886,038TotalAssetsEOYAmt
Total Assets EOYFMV$5,035,929TotalAssetsEOYFMVAmt
Other Liabilities BOY$58,034OtherLiabilitiesBOYAmt
Other Liabilities EOY$97,196OtherLiabilitiesEOYAmt
Total Liabilities BOY$58,034TotalLiabilitiesBOYAmt
Total Liabilities EOY$97,196TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,878,876RetainedEarningBOYAmt
Retained Earning EOY$3,788,842RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,878,876TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,788,842TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,936,910TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,886,038TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,878,876TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$90,034ExcessRevenueOverExpensesAmt
Subtotal$3,788,842SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,788,842TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$292CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,596InvestmentIncomeExciseTaxAmt
Subtotal$1,596SubtotalAmt
Tax Based On Investment Income$1,596TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$2,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,001TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$83EsPenaltyAmt
Overpayment$322OverpaymentAmt
Applied To ES Tax$322AppliedToESTaxAmt

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 StateTXOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KIRKPATRICK CPA PLLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5126152023PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14501 SPICEWOOD SPRINGS RD STE 1005AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78759ZIPCd
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
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

FieldValueIRS element (for citing)
PersonCHARLES C WHITE JRPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1206 CR 117AddressLine1Txt
CityLLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78643ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,886,473AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$151,456AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,037,929TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,037,929AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$75,569CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,962,360NetVlNoncharitableAssetsAmt
Minimum Investment Return$248,118MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$248,118MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,596TaxBasedOnInvestmentIncomeAmt
Total Tax$1,596TotalTaxAmt
Distributable Before Adj$246,522DistributableBeforeAdjAmt
Distributable Before Ded$246,522DistributableBeforeDedAmt
Distributable As Adjusted$246,522DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$242,371ExpensesAndContributionsAmt
Qualifying Distributions$242,371QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$246,522DistributableAsAdjustedAmt
Undistributed Income PY$232,401UndistributedIncomePYAmt
Qualifying Distributions$242,371QualifyingDistributionsAmt
Applied To Year1$232,401AppliedToYear1Amt
Applied To Current Year$9,970AppliedToCurrentYearAmt
Undistributed Income CY$236,552UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FAITH CHRISTIAN ACADEMY
3151 EAST RANCH RD 1431MARBLE FALLSTX78654TO PROVIDE FUNDS FOR GENERAL NEEDS$50,000
MARBLE FALLS AREA EMS
609 INDUSTRIALMARBLE FALLSTX78654TO PROVIDE FUNDS FOR GENERAL NEEDS$25,000
HOPEFULLY SOW
3801 N CAP OF TX HWYAUSTINTX78746TO PROVIDE FUNDS FOR GENERAL NEEDS$22,196
GARY SINISE FOUNDATION
PO BOX 368WOODLAND HILLSCA91365TO PROVIDE FUNDS FOR GENERAL NEEDS$10,000
LLANO BOYS & GRILS CLUB
1600 OATMAN STLLANOTX78643TO PROVIDE FUNDS FOR GENERAL NEEDS$25,000
HILL COUNTRY HIGHER EDUCATION
2818 EAST US HWY 290FREDERICKSBURGTX78624TO PROVIDE FUNDS FOR GENERAL NEEDS$20,000
LLANO SHERIFF'S DEPARTMENT
2001 TX-16 ALLANOTX78643TO PROVIDE FUNDS FOR GENERAL NEEDS$25,000
LLANO ISD ACADEMIC
1400 OATMAN STLLANOTX78643TO PROVIDE FUNDS FOR GENERAL NEEDS$25,000
CASA
1719 RIDGEVIEWKINGSLANDTX78639TO PROVIDE FUNDS FOR GENERAL NEEDS$10,000
LEADERSHIP INSTITUTE
1101 N HIGHLAND STARLINGTONVA22201TO PROVIDE FUNDS FOR GENERAL NEEDS$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$237,196TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$29,269RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$131,687RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$39,524RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$200,480RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$200,480TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4INCOME USED TO SUSTAIN FUNDS AVAILABLE FOR GRANTS
3INCOME USED TO SUSTAIN FUNDS AVAILABLE FOR GRANTS

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
EDWARD JONES 192222022-01PURCHASE2023-12$402,719$360,487$42,232
EDWARD JONES 192222022-01PURCHASE2023-12$108,459$111,459-$3,000

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BONDS & MORTGAGE BACK SECURITIESAT COST$554,859$467,962
STOCKAT COST$1,608,175$2,831,422
MUTUAL FUNDSAT COST$997,871$916,670
EXCHANGE TRADED FUNDSAT COST$462,115$561,857
GOVT & AGENCY SECURITIESAT COST$111,562$106,562

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescACCRUED CHARITABLE DONATIONSDesc
BOY Book Value$58,034BOYBookValueAmt
EOY Book Value$97,196EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISORY FEES$46,347$46,347
INVESTMENT EXPENSES$69$69
TAX PREPARATION FEES$5,175$5,175

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,727Amt

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