GEORGE E WHITE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE E WHITE FOUNDATION (EIN 46-0429077)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-29
- IRS object ID
- 202011819349100226
- Schema version
- 2019v5.0
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-29T15:18:54-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 4067566248 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 903 | AddressLine1Txt |
| City | SUNDANCE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82729 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY A LENZ | PersonNm |
| Person Title | CURRENT PRES/SEC | PersonTitleTxt |
| Phone | 4062619031 | PhoneNum |
| Signature | 2020-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENISE M WEBSTER CPA | PreparerPersonNm |
| PTIN | P00020492 | PTIN |
| Phone | 6053425630 | PhoneNum |
| Preparation | 2020-06-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.2.194.12 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-29 | IPDt |
| IP Tm | 15:18:54 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9E9AA121738291CE3BF2A609D9A6975C75990352 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9E9AA121738291CE3BF2A609D9A6975C75990352 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $525,961 | 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 | $23,718 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $183 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $183 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $183 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,145 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,145 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,145 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,646 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,635 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,646 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $237 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $35,692 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,974 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,565 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $660 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $660 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $243 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $156 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $87 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $87 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $51 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $23 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $28 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $11 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $5 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $4 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,420 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,405 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,392 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,385 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,589 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,479 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $794 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,385 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,589 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,479 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,794 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,307 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,385 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,086 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,592 | CashBOYAmt |
| Cash EOY | $11,165 | CashEOYAmt |
| Cash EOYFMV | $11,165 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $60,993 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,993 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $235,497 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $247,238 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $277,927 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,743 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,811 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $17,932 | LandBOYAmt |
| Land EOY | $17,932 | LandEOYAmt |
| Land EOYFMV | $48,497 | LandEOYFMVAmt |
| Other Assets BOY | $127,379 | OtherAssetsBOYAmt |
| Other Assets EOY | $127,379 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $127,379 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $435,400 | TotalAssetsBOYAmt |
| Total Assets EOY | $464,707 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $525,961 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $435,400 | RetainedEarningBOYAmt |
| Retained Earning EOY | $464,707 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $435,400 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $464,707 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $435,400 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $464,707 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $435,400 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,307 | ExcessRevenueOverExpensesAmt |
| Subtotal | $464,707 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $464,707 | 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 FINANCIAL | P | 2018-12-31 | 2019-03-12 | $4,321 | $4,084 | $237 | $237 |
| LPL FINANCIAL | P | 2018-01-01 | 2019-03-12 | $44,178 | $48,905 | -$4,727 | -$4,727 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,646 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $237 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $35,555 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $298,896 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.118954 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,992 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $243,657 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032800 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,286 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $233,808 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039716 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,207 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $220,016 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060027 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,263 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $208,053 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049329 | DistributionYr5Rt |
| Total Distribution | 0.300826 | TotalDistributionRt |
| Average Distribution | 0.060165 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $357,889 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,532 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $94 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,626 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,794 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $188 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $188 | SubtotalAmt |
| Tax Based On Investment Income | $188 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $188 | 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 |
| 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 |
| Individual With Books | KATHY A LENZ | IndividualWithBooksNm |
| Phone | 4067566248 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 903 | AddressLine1Txt |
| City | SUNDANCE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82729 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| BETTY J WHITE | ||||||||
| PO BOX 903 | SUNDANCE | WY | 82729 | PRESIDENT | 0.30 | $0 | $0 | $0 |
| KATHY A LENZ | ||||||||
| PO BOX 903 | SUNDANCE | WY | 82729 | CURRENT PRES | 0.30 | $0 | $0 | $0 |
| STEVEN J LENZ | ||||||||
| PO BOX 903 | SUNDANCE | WY | 82729 | VICE PRESIDE | 0.30 | $0 | $0 | $0 |
| KAY L WALKER | ||||||||
| PO BOX 1624 | KALISPELL | MT | 59903 | TREASURER | 0.30 | $0 | $0 | $0 |
| MICHELLE SCHMIDT | ||||||||
| 2020 12TH AVE | BELLE FOURCHE | SD | 57717 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| WHITNEY CUNDY | ||||||||
| PO BOX 1478 | 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 | $255,742 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,100 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $48,497 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $363,339 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $363,339 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,450 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $357,889 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,894 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,894 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $188 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $188 | TotalTaxAmt |
| Distributable Before Adj | $17,706 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,706 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,706 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,794 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,794 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,794 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,706 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $48 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $20,922 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,970 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,794 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,794 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $13,912 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $13,912 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,058 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $7,058 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $7,058 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BETTY J WHITE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIDS PRINT INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1453 | AddressLine1Txt |
| City | SUNDANCE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82729 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO HELP THE DAYCARE WITH THEIR EXP. | GrantOrContributionPurposeTxt |
| Amt | $3,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $183 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,145 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,646 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,974 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,974 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BETTY J WHITE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 769 | AddressLine1Txt |
| City | SUNDANCE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82729 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $23,718 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $660 | Amt |
| Disbursements Charitable Prps | $660 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WASHINGTON MUTUAL INVS | AT COST | $59,479 | $77,529 |
| FIDELITY ADV NEW INSIGHT | AT COST | $57,433 | $62,614 |
| MFS DIVERSIFIED INCOME | AT COST | $49,909 | $52,902 |
| PARNASSUS CORE EQUITY INVESTORS | AT COST | $52,715 | $56,537 |
| PIMCO INCOME | AT COST | $27,702 | $28,345 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| MACHINERY AND EQUIPMENT | $2,811 | $2,811 | ||
| MISCELLANEOUS | $12,932 | $12,932 | $12,932 | |
| LAND | $5,000 | $5,000 | $35,565 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERM REST - WHITE REMAINDER TR ASSET | Desc |
| BOY Book Value | $127,379 | BOYBookValueAmt |
| EOY Book Value | $127,379 | EOYBookValueAmt |
| EOYFMV | $127,379 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| EXPENSES | ||||
| OFFICE EXPENSES | $28 | $13 | $15 | |
| INVESTMENT EXPENSES | $2,392 | $2,392 | $2,392 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETTY J WHITE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 769 | AddressLine1Txt |
| City | SUNDANCE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82729 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| LAND RE TAXES | $87 | $87 | $87 | |
| TAXES 990PF | $156 | $156 |
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