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WHITE FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WHITE FAMILY FOUNDATION (EIN 20-8657835)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-05
IRS object ID
202133099349102108
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-05T19:18:38-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205702459PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GODWIN & ASSOCIATES PCBusinessNameLine1Txt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-06-18SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNORMAN GODWINPreparerPersonNm
PTINP00641260PTIN
Phone5126152023PhoneNum
Preparation2021-11-05PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,147,441FMVAssetsEOYAmt
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$71,923InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$71,923InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$71,923InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$107,550DividendsRevAndExpnssAmt
Dividends Net Invst Incm$102,135DividendsNetInvstIncmAmt
Dividends Adj Net Incm$107,550DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$202,527NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,274,797GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,560CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$23,054TotalRevAndExpnssAmt
Total Net Invst Incm$176,618TotalNetInvstIncmAmt
Total Adj Net Incm$179,473TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$45,409OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$45,409OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,082TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,308TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$48,491TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$46,717TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$150,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$150,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$198,491TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$46,717TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$150,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$221,545ExcessRevenueOverExpensesAmt
Net Investment Income$129,901NetInvestmentIncomeAmt
Adjusted Net Income$179,473AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$62,818SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$77,421SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$77,421SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$1,177PrepaidExpensesBOYAmt
Prepaid Expenses EOY$1,105PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$1,105PrepaidExpensesEOYFMVAmt
Other Investments BOY$4,239,761OtherInvestmentsBOYAmt
Other Investments EOY$4,003,685OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,068,915OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,303,756TotalAssetsBOYAmt
Total Assets EOY$4,082,211TotalAssetsEOYAmt
Total Assets EOYFMV$5,147,441TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$4,303,756RetainedEarningBOYAmt
Retained Earning EOY$4,082,211RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,303,756TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,082,211TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,303,756TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,082,211TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,303,756TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$221,545ExcessRevenueOverExpensesAmt
Subtotal$4,082,211SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,082,211TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$2,560CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,806InvestmentIncomeExciseTaxAmt
Subtotal$1,806SubtotalAmt
Tax Based On Investment Income$1,806TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,951EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,951TotalPaymentsAndCreditsAmt
Overpayment$1,145OverpaymentAmt
Applied To ES Tax$1,145AppliedToESTaxAmt

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 Line1GODWIN & ASSOCIATES PCBusinessNameLine1Txt
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$5,068,915AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$77,421AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,146,336TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,146,336AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$77,195CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,069,141NetVlNoncharitableAssetsAmt
Minimum Investment Return$253,457MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$253,457MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,806TaxBasedOnInvestmentIncomeAmt
Total Tax$1,806TotalTaxAmt
Distributable Before Adj$251,651DistributableBeforeAdjAmt
Distributable Before Ded$251,651DistributableBeforeDedAmt
Distributable As Adjusted$251,651DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$150,000ExpensesAndContributionsAmt
Qualifying Distributions$150,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$150,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$251,651DistributableAsAdjustedAmt
Undistributed Income PY$97,501UndistributedIncomePYAmt
Qualifying Distributions$150,000QualifyingDistributionsAmt
Applied To Year1$97,501AppliedToYear1Amt
Applied To Current Year$52,499AppliedToCurrentYearAmt
Undistributed Income CY$199,152UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 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$10,000
CASA
1619 E COMMON ST 301NEW BRAUNFELSTX78130TO PROVIDE FUNDS FOR GENERAL NEEDS$25,000
GARY SINISE FOUNDATION
PO BOX 368WOODLAND HILLSCA91365TO PROVIDE FUNDS FOR GENERAL NEEDS$10,000
LLANO COUNTY LIBRARY
102 E HAYNIE STLLANOTX78643TO PROVIDE FUNDS FOR GENERAL NEEDS$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$150,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$71,923RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$107,550RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$202,527RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$23,054RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$23,054TotalIncomeProducingActyAmt

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 (4 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
EDWARD JONES - 11318PURCHASE$160,323$164,396-$4,073
EDWARD JONES - 19222PURCHASE$90,670$92,577-$1,907
EDWARD JONES - 19222PURCHASE$647,045$834,647-$187,602
EDWARD JONES - 19222PURCHASE$374,199$385,704-$11,505

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BONDS & MORTGAGE BACK SECURITIESAT COST$963,707$977,608
STOCKAT COST$1,926,574$2,870,872
MUTUAL FUNDSAT COST$633,240$649,088
EXCHANGE TRADED FUNDSAT COST$393,023$472,910
GOVT & AGENCY SECURITIESAT COST$87,141$98,437

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
ADVISORY FEES$40,870$40,870
INVESTMENT EXPENSES$189$189
TAX PREPARATION FEES$4,350$4,350

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$1,308$1,308
FEDERAL TAXES$1,774

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