GEORGE E WHITE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE E WHITE FOUNDATION (EIN 46-0429077)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-12
- IRS object ID
- 202132859349100008
- Schema version
- 2020v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-12T10:05:41-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 460257538 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KETEL THORSTENSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3140 | AddressLine1Txt |
| City | RAPID CITY | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 577093140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460429077 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE E & BETTY J WHITE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 6056422725 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 729 | AddressLine1Txt |
| City | BELLE FOURCHE | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57717 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY A LENZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4062619031 | PhoneNum |
| Signature | 2021-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHY | PersonFirstNm |
| Person Last | LENZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENISE M WEBSTER CPA | PreparerPersonNm |
| PTIN | P00020492 | PTIN |
| Phone | 6053425630 | PhoneNum |
| Preparation | 2021-10-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,159,879 | 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 | $1,971,650 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,167 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,167 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,167 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $29,749 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,749 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $29,749 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $91,415 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $255,364 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $91,415 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,071,472 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,444 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,071,472 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,165,453 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $123,775 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,102,389 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $2,317 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,317 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,455 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,455 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $829 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $188 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $321 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $320 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,329 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $3,329 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $25,361 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $25,361 | OccupancyAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,173 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,878 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,295 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $164,263 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $121,257 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $42,663 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $343 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $202,727 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $123,323 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $71,674 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,730 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $208,927 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $123,323 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $71,674 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,930 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,956,526 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $452 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,030,715 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,165 | CashBOYAmt |
| Cash EOY | $5,546 | CashEOYAmt |
| Cash EOYFMV | $5,548 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $60,993 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,748 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,748 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $247,238 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,949,149 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,653,898 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $84,381 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,140 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $17,932 | LandBOYAmt |
| Land EOY | $78,241 | LandEOYAmt |
| Land EOYFMV | $112,136 | LandEOYFMVAmt |
| Other Assets BOY | $127,379 | OtherAssetsBOYAmt |
| Other Assets EOY | $365,549 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $365,549 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $464,707 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,421,233 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,159,879 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $464,707 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,421,233 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $464,707 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,421,233 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $464,707 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,421,233 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $464,707 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,956,526 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,421,233 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,421,233 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LPL ST | P | 2020-07-01 | 2020-07-06 | $124 | $123 | $1 | $1 |
| PIONEER LT | P | 2019-03-26 | 2020-06-30 | $232,915 | $163,826 | $69,089 | $69,089 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $91,415 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6 | SubtotalAmt |
| Tax Based On Investment Income | $6 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $6 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENAE SCHAEFFER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6056422725 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 940 | AddressLine1Txt |
| City | SPEARFISH | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57783 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| KATHY A LENZ | ||||||||
| PO BOX 903 | SUNDANCE | WY | 82729 | PRESIDENT | 0.30 | $0 | $0 | $0 |
| STEVEN J LENZ | ||||||||
| PO BOX 903 | SUNDANCE | WY | 82729 | VICE PRESIDE | 0.30 | $0 | $0 | $0 |
| MICHELLE SCHMIDT | ||||||||
| 2020 12TH AVE | BELLE FOURCHE | SD | 57717 | TREASURER | 0.30 | $0 | $0 | $0 |
| WHITNEY CUNDY | ||||||||
| PO BOX 1478 | SUNDANCE | WY | 82729 | SECRETARY | 0.30 | $0 | $0 | $0 |
| COLTON LENZ | ||||||||
| PO BOX 903 | SUNDANCE | WY | 82729 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,790,256 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $170,508 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $80,317 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,041,081 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,041,081 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,616 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,010,465 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $100,523 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $100,523 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6 | TotalTaxAmt |
| Distributable Before Adj | $100,517 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $100,517 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $100,517 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,930 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $13,930 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $13,930 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,517 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $7,058 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $7,058 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,930 | QualifyingDistributionsAmt |
| Applied To Current Year | $13,930 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $7,058 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,058 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $79,529 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KIDS PRINT INC | |||||||
| PO BOX 1453 | SUNDANCE | WY | 82729 | NONE | PC | TO HELP THE DAYCARE WITH THEIR EXP. | $5,200 |
| CROOK COUNTY RODEO ROYALTY ASSN | |||||||
| 51 DEER CREEK ROAD | HULETT | WY | 82720 | NONE | PC | SCHOLARSHIP | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,167 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,749 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,444 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,415 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| LIFE INSURANCE PROCEEDS | 1 | $1,070,020 |
| MISC INCOME | 1 | $8 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,193,803 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,193,803 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BETTY J WHITE TRUST | ||||||
| 1 | PO BOX 769 | SUNDANCE | WY | 82729 | $1,028,824 | Yes (X) |
| GEORGE E WHITE TRUST | ||||||
| 2 | PO BOX 729 | BELLE FOURCHE | SD | 57717 | $942,826 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,455 | Amt |
| Disbursements Charitable Prps | $2,455 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|
| LAND | 2004-03-05 | $5,000 | |||||
| COMPUTER/SAFE | 2007-07-01 | $2,811 | $2,811 | 200DB | 5.0000 | ||
| IMPROVEMENT PLAN | 2017-05-04 | $12,932 | |||||
| ALARM SYSTEM | 2020-07-15 | $1,687 | 200DB | 5.0000 | $253 | $253 | |
| FLATBED TRAILER | 2020-10-08 | $1,193 | 200DB | 5.0000 | $60 | $60 | |
| SKIDSTEER ATTACHMENTS | 2020-04-21 | $7,200 | 200DB | 5.0000 | $1,800 | $1,800 | |
| FENCE - RAIL POLE FENCING | 2020-06-26 | $10,928 | 150DB | 15.0000 | $683 | $683 | |
| FENCE - POWER GATE | 2020-11-09 | $9,535 | 150DB | 15.0000 | $119 | $119 | |
| ELECTRICAL IMPROVE (UNDERGROUND POWER LINE) | 2020-10-07 | $33,096 | 150DB | 15.0000 | $414 | $414 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WASHINGTON MUTUAL INVS | AT COST | $210,844 | $255,344 |
| FIDELITY ADV NEW INSIGHT | AT COST | $57,823 | $72,162 |
| MFS DIVERSIFIED INCOME | AT COST | $107,514 | $119,470 |
| PARNASSUS CORE EQUITY INVESTORS | AT COST | $152,272 | $198,516 |
| PIMCO INCOME | AT COST | $238,644 | $246,256 |
| ALLIANZ MID CAP VALUE | AT COST | $60,006 | $90,088 |
| AMERICAN FUNDS INCOME | AT COST | $168,477 | $235,851 |
| AMERICAN FUNDS WORLD | AT COST | $139,408 | $277,213 |
| FED HERMES ST INCOME | AT COST | $1,230,000 | $1,235,184 |
| FED HERMES BOND | AT COST | $66,000 | $68,730 |
| AMERICAN FUNDS FUNDAMENTAL | AT COST | $64,594 | $89,244 |
| AMERICAN FUNDS INVESTMENT | AT COST | $378,248 | $670,035 |
| JP MORGAN VALUE | AT COST | $53,529 | $71,178 |
| PRIZER | AT COST | $10,142 | $9,203 |
| WALMART | AT COST | $11,648 | $15,424 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| MACHINERY AND EQUIPMENT | $66,449 | $6,140 | $60,309 | $63,639 |
| MISCELLANEOUS | $12,932 | $12,932 | $12,932 | |
| LAND | $5,000 | $5,000 | $35,565 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $2,317 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,317 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PERM REST - WHITE REMAINDER TR ASSET | $127,379 | $127,379 | $127,379 |
| NEW LEAF PROP LLC | $238,170 | $238,170 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| EXPENSES | ||||
| OFFICE EXPENSES | $624 | $281 | $343 | |
| INVESTMENT EXPENSES | $12,995 | $12,995 | ||
| EQUIPMENT LEASE | $19,637 | $19,637 | ||
| INSURANCE | $10,375 | $10,375 | ||
| OTHER FEES | $746 | $746 | ||
| SUPPLIES | $11,905 | $11,905 | ||
| FINAL DEDUCTIONS FROM K1 | $107,981 | $107,981 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NON DIVIDEND DISTRIBUTIONS | $1,444 | $1,444 | $1,444 |
| LIFE INSURANCE PROCEEDS | $1,070,020 | $1,070,020 | |
| MISC INCOME | $8 | $8 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE E WHITE TRUST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 729 | AddressLine1Txt |
| City | BELLE FOURCHE | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57717 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| LAND RE TAXES | $641 | $321 | $320 | |
| TAXES 990PF | $188 | $188 |
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