WHATLEY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WHATLEY FOUNDATION (EIN 26-6700524)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349109327
- 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
- Form 990-PF
- 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 | 2023-11-15T18:53:36-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA | PersonFirstNm |
| Person Last | WHATLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,926,166 | 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 |
| Interest On Sav Rev And Expnss | $1,266 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,241 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,678 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,559 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$49,506 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $263,102 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$26,562 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,800 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,813 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,813 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,143 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $614 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,529 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,447 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,447 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,672 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,141 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,100 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,202 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,367 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,740 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,740 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,840 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,202 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,107 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$151,402 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,598 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $242,789 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $155,633 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $155,633 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,032,546 | CorporateStockBOYAmt |
| Corporate Stock EOY | $867,585 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,081,561 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $153,026 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $399,349 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $402,515 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $350,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $350,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $286,457 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,778,361 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,772,567 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,926,166 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,778,361 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,772,567 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,778,361 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,772,567 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,778,361 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,772,567 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,778,361 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$151,402 | ExcessRevenueOverExpensesAmt |
| Other Increases | $163,942 | OtherIncreasesAmt |
| Subtotal | $1,790,901 | SubtotalAmt |
| Other Decreases | $18,334 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,772,567 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $105,481 | $148,666 | -$43,185 | -$43,185 | |||
| FOREX CONVERSION (SWISS FRANCS) | $157,621 | $163,942 | -$6,321 | -$6,321 | P | 2020-08-03 | 2022-11-21 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$49,506 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $314 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $314 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $314 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,629 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,629 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,315 | OverpaymentAmt |
| Applied To ES Tax | $6,315 | 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 | J ANTHONY 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 |
|---|---|---|---|---|---|---|---|---|
| JULIAN ANTHONY WHATLEY III | ||||||||
| 830 HILLSIDE DR E | SEATTLE | WA | 98112 | TRUSTEE | 5.00 | $8,907 | $0 | $0 |
| LINDA V WHATLEY | ||||||||
| 830 HILLSIDE DR E | SEATTLE | WA | 98112 | TRUSTEE | 5.00 | $8,906 | $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 | $1,902,241 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $243,749 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,145,990 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,145,990 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,190 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,113,800 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,690 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,690 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $314 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $314 | TotalTaxAmt |
| Distributable Before Adj | $105,376 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $105,376 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $105,376 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,107 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $104,107 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $105,376 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $33,245 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,170 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $41,415 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,107 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $104,107 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,269 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,269 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $40,146 | 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 | $40,146 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $31,976 | ExcessFromYear3Amt |
| Excess From Year2 | $8,170 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JULIAN ANTHONY WHATLEY III | ContributingManagerNm |
| 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | PC | SOCIAL SERVICE | $1,000 |
| BEST BUDDIES INTERNATIONAL INC | ||||||
| 100 SE 2ND ST STE 2200 | MIAMI | FL | 33131 | PC | SOCIAL SERVICE | $580 |
| THE BRIGID ALLIANCE | ||||||
| PO BOX 58 | NEW YORK | NY | 10024 | PC | SOCIAL SERVICE | $5,000 |
| 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 |
| FOOD BANK ST MARY'S | ||||||
| 611 20TH AVE S | SEATTLE | WA | 98144 | PC | SOCIAL SERVICE | $500 |
| GEORGIA TECH FOUNDATION INC | ||||||
| 760 SPRING STREET NW SUITE 400 | ATLANTA | GA | 30308 | PC | SOCIAL SERVICE | $1,000 |
| GLOBAL PARTNERSHIPS | ||||||
| 1932 FIRST AVE SUITE 40 | SEATTLE | WA | 98101 | PC | SOCIAL SERVICE | $1,000 |
| HATCH SCHOOL | ||||||
| 1625 19TH AVE | SEATTLE | WA | 98122 | PC | SOCIAL SERVICE | $500 |
| THE HERITAGE FOUNDATION | ||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | PC | SOCIAL SERVICE | $1,000 |
| THE INSTITUTE FOR ANTI-RACIST EDUCATION | ||||||
| PO BOX 2367 | PASSAIC | NJ | 07055 | PC | SOCIAL SERVICE | $200 |
| JUDICIAL WATCH | ||||||
| 425 THIRD STREET SW | WASHINGTON | DC | 20024 | PC | SOCIAL SERVICE | $1,000 |
| LAKESIDE SCHOOL | ||||||
| 14050 1ST AVENUE NE | SEATTLE | WA | 98125 | PC | SOCIAL SERVICE | $1,000 |
| LIVING DESERT | ||||||
| 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | PC | SOCIAL SERVICE | $300 |
| MAKE A WISH FOUNDATION | ||||||
| COLEMAN BUILDING 811 1ST AVE 620 | SEATTLE | WA | 98104 | PC | SOCIAL SERVICE | $300 |
| MUDDY PAWS RESCUE | ||||||
| 821 9TH AVE FRNT 1 | NEW YORK | NY | 10019 | PC | SOCIAL SERVICE | $1,000 |
| NATURE CONSERVANCY | ||||||
| 8 S MICHIGAN AVE 900 | CHICAGO | IL | 60603 | PC | SOCIAL SERVICE | $5,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | PC | SOCIAL SERVICE | $5,000 |
| NORTHWEST CHILDREN'S FOUNDATION | ||||||
| 2100 24TH AVE S 320 | SEATTLE | WA | 98144 | PC | SOCIAL SERVICE | $500 |
| NORTHWEST LITERACY FOUNDATION | ||||||
| 4842 NE 42ND STREET | SEATTLE | WA | 98105 | PC | SOCIAL SERVICE | $300 |
| PATH | ||||||
| PO BOX 900922 | SEATTLE | WA | 98109 | PC | SOCIAL SERVICE | $1,000 |
| PRINCETON UNIVERSITY | ||||||
| 330 ALEXANDAR STREET | PRINCETON | NJ | 08542 | PC | SOCIAL SERVICE | $3,000 |
| RAINIER SCHOLARS | ||||||
| 2100 24TH AVE S STE 360 | SEATTLE | WA | 98144 | PC | EDUCATION | $1,000 |
| SEATTLE ART MUSEUM | ||||||
| 1300 1ST AVENUE | SEATTLE | WA | 98101 | PC | SOCIAL SERVICES | $3,500 |
| SEATTLE GARDEN CLUB | ||||||
| 2336 15TH AVE S | SEATTLE | WA | 98144 | PC | ENVIRONMENTAL CONSERVATION | $1,600 |
| TREEHOUSE | ||||||
| 2100 24TH AVE S STE 200 | SEATTLE | WA | 98144 | PC | SOCIAL SERVICE | $10,460 |
| UPLIFT FOUNDATION | ||||||
| PO BOX 5101 | UPPER MARIBORO | MD | 20775 | PC | SOCIAL SERVICE | $20,000 |
| UNIVERSITY OF MONTANA FOUNDATION | ||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | PC | EDUCATION | $1,500 |
| WASHINGTON WOMEN'S FOUNDATION | ||||||
| 2100 24TH AVE S 300 | SEATTLE | WA | 98144 | PC | SOCIAL SERVICE | $2,500 |
| WESTMINSTER SCHOOL | ||||||
| 1424 WEST PACES FERRY ROAD NW | ATLANTA | GA | 30327 | PC | EDUCATION | $1,000 |
| RECOVERY CAFE | ||||||
| 2022 BOREN AVE | SEATTLE | WA | 98121 | PC | SOCIAL SERVICE | $1,000 |
| TELEIOS | ||||||
| 4616 25TH AVE NE PMB 502 | SEATTLE | WA | 98105 | PC | RELIGIOUS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,740 | 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 | $1,266 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,678 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$49,506 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$26,562 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$26,562 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,143 | Amt |
| Net Investment Income | $614 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,529 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DELL COMPUTER CORPORATION | $51,118 | $53,318 |
| INTL GAME | $50,033 | $49,641 |
| THE BOEING COMPANY | $52,460 | $52,306 |
| JEFFERIES FIN GROUP INC | $50,022 | $50,000 |
| US TREASURY NOTES | $195,716 | $197,250 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AGNICO EAGLES MINES LIMITED 1983SH | $47,518 | $103,096 |
| ALPHABET INC C 1800SH | $63,411 | $159,714 |
| AMAZON 1000SH | $131,614 | $84,000 |
| BERKSHIRE HATHWAY INC 430SH | $124,136 | $132,827 |
| BOEING CO. 429SH | $99,779 | $81,720 |
| COSTCO WHOLESALE CORPORATION 300SH | $46,979 | $136,950 |
| META PLATFORMS INCORPORATED 330SH | $74,885 | $39,712 |
| MERCK & COMPANY INC 1250SH | $90,992 | $138,688 |
| MICROSOFT CORP 810SH | $92,105 | $194,254 |
| REDFIN CORPORATION 2500SH | $96,166 | $10,600 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GQG PARTNERS 8470.616SH | FMV | $150,000 | $106,984 |
| GOLDMAN SACHS GQG PARTNERS 10837.758SH | FMV | $200,000 | $179,473 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY ADJUSTMENT | Desc |
| Amt | $18,334 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REGISTRATION FEES | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY FOREX INVESTMENT CONTRIBUTION | Desc |
| Amt | $163,942 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $13,447 | Amt |
| Net Investment Income | $13,447 | 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 | $6,126 | $0 | $0 |
| FOREIGN TAXES | $546 | $1,141 | $0 |
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