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WHITE FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WHITE FAMILY FOUNDATION (EIN 20-8657835)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202323189349103997
Schema version
2022v5.0
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)
Return2023-11-14T15:18:32-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-05-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHARLESPersonFirstNm
Person LastWHITEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEVAN KIRKPATRICKPreparerPersonNm
PTINP01560347PTIN
Phone5126152023PhoneNum
Preparation2023-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,845,197FMVAssetsEOYAmt
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$34,452InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$34,452InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$34,452InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$115,718DividendsRevAndExpnssAmt
Dividends Net Invst Incm$115,678DividendsNetInvstIncmAmt
Dividends Adj Net Incm$115,718DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$55,906NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$182,799GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,291CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$206,076TotalRevAndExpnssAmt
Total Net Invst Incm$151,421TotalNetInvstIncmAmt
Total Adj Net Incm$150,170TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$53,362OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$48,567OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$4,795OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,837TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$55,199TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$48,567TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,795TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$278,034ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$278,034ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$333,233TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$48,567TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$282,829TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$127,157ExcessRevenueOverExpensesAmt
Net Investment Income$102,854NetInvestmentIncomeAmt
Adjusted Net Income$150,170AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$1CashBOYAmt
Sav And Temp Cash Invst BOY$86,948SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$103,791SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$103,791SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$3,919,373OtherInvestmentsBOYAmt
Other Investments EOY$3,833,119OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,741,406OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,006,320TotalAssetsBOYAmt
Total Assets EOY$3,936,910TotalAssetsEOYAmt
Total Assets EOYFMV$4,845,197TotalAssetsEOYFMVAmt
Other Liabilities BOY$287OtherLiabilitiesBOYAmt
Other Liabilities EOY$58,034OtherLiabilitiesEOYAmt
Total Liabilities BOY$287TotalLiabilitiesBOYAmt
Total Liabilities EOY$58,034TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$4,006,033RetainedEarningBOYAmt
Retained Earning EOY$3,878,876RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,006,033TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,878,876TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,006,320TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,936,910TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,006,033TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$127,157ExcessRevenueOverExpensesAmt
Subtotal$3,878,876SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,878,876TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$1,291CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,430InvestmentIncomeExciseTaxAmt
Subtotal$1,430SubtotalAmt
Tax Based On Investment Income$1,430TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,431EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,431TotalPaymentsAndCreditsAmt
Overpayment$1OverpaymentAmt
Applied To ES Tax$1AppliedToESTaxAmt

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$4,741,406AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$103,791AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,845,197TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,845,197AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$72,678CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,772,519NetVlNoncharitableAssetsAmt
Minimum Investment Return$238,626MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$238,626MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,430TaxBasedOnInvestmentIncomeAmt
Total Tax$1,430TotalTaxAmt
Distributable Before Adj$237,196DistributableBeforeAdjAmt
Distributable Before Ded$237,196DistributableBeforeDedAmt
Distributable As Adjusted$237,196DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$282,829ExpensesAndContributionsAmt
Qualifying Distributions$282,829QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$237,196DistributableAsAdjustedAmt
Undistributed Income PY$278,034UndistributedIncomePYAmt
Qualifying Distributions$282,829QualifyingDistributionsAmt
Applied To Year1$278,034AppliedToYear1Amt
Applied To Current Year$4,795AppliedToCurrentYearAmt
Undistributed Income CY$232,401UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 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$40,000
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$23,034
GARY SINISE FOUNDATION
PO BOX 368WOODLAND HILLSCA91365TO PROVIDE FUNDS FOR GENERAL NEEDS$25,000
LLANO BOYS & GRILS CLUB
1600 OATMAN STLLANOTX78643TO PROVIDE FUNDS FOR GENERAL NEEDS$20,000
YOUNG LIFE
PO BOX 203LLANOTX78643TO PROVIDE FUNDS FOR GENERAL NEEDS$20,000
HILL COUNTRY HIGHER EDUCATION
2818 EAST US HWY 290FREDERICKSBURGTX78624TO PROVIDE FUNDS FOR GENERAL NEEDS$10,000
LLANO SHERIFF'S DEPARTMENT
2001 TX-16 ALLANOTX78643TO PROVIDE FUNDS FOR GENERAL NEEDS$30,000
LLANO ISD ACADEMIC
1400 OATMAN STLLANOTX78643TO PROVIDE FUNDS FOR GENERAL NEEDS$50,000
LLANO CHRISTIAN ACADEMY
507 E GREEN STLLANOTX78643TO PROVIDE FUNDS FOR GENERAL NEEDS$25,000
CASA
1719 RIDGEVIEWKINGSLANDTX78639TO PROVIDE FUNDS FOR GENERAL NEEDS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$278,034TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$34,452RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$115,718RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$55,906RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$206,076RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$206,076TotalIncomeProducingActyAmt

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 192222021-01PURCHASE2022-12$24,238$23,783$455
EDWARD JONES 192222021-01PURCHASE2022-12$157,270$103,110$54,160

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BONDS & MORTGAGE BACK SECURITIESAT COST$650,930$557,489
STOCKAT COST$1,811,231$2,848,559
MUTUAL FUNDSAT COST$857,780$758,299
EXCHANGE TRADED FUNDSAT COST$432,537$503,124
GOVT & AGENCY SECURITIESAT COST$80,641$73,935

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
TAXES PAYABLE$287
ACCRUED CHARITABLE DONATIONS$58,034

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISORY FEES$48,485$48,485
INVESTMENT EXPENSES$82$82
TAX PREPARATION FEES$4,795$4,795

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FOREIGN TAXES$1,837
FEDERAL TAXES

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