WHIRLPOOL FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WHIRLPOOL FOUNDATION (EIN 38-6077342)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201703189349101570
- Schema version
- 2016v3.1
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T13:20:56-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N Wacker Drive | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386077342 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Whirlpool Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CANDICE L GARMAN | InCareOfNm |
| Business Name Control | WHIR | BusinessNameControlTxt |
| Phone | 2699235584 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 N M-63 | AddressLine1Txt |
| City | Benton Harbor | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CANDICE L GARMAN | PersonNm |
| Person Title | FOUNDATION MANAGER | PersonTitleTxt |
| Phone | 2699235584 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACOB ZEHNDER | PreparerPersonNm |
| PTIN | P01564049 | PTIN |
| Phone | 3128792000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 97.85.191.216 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 36964520173185000045 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7AE63EAACFE34380EB8AACBABEDD80587DC1DBA1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A8F371D9FAF9FC77F814851D4A0DE45C9D4705C8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $104,143 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000,000 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,000,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $52,593 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $52,593 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $69,167 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $69,167 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $61,222 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $61,222 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,545 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,545 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $47,034 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,324 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $44,710 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $242,561 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,324 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $240,237 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,480,628 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,461,906 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,723,189 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,324 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,702,143 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$723,189 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,244,256 | CashBOYAmt |
| Prepaid Expenses EOY | $103,600 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $103,600 | PrepaidExpensesEOYFMVAmt |
| Other Assets BOY | $543 | OtherAssetsBOYAmt |
| Other Assets EOY | $543 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $543 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,244,799 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,143 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $104,143 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $10,558 | AccountsPayableEOYAmt |
| Grants Payable BOY | $3,475,691 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,183,745 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $337,299 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $202,854 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,812,990 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,397,157 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | -$2,568,191 | UnrestrictedBOYAmt |
| Unrestricted EOY | -$3,293,014 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$2,568,191 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$3,293,014 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,244,799 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $104,143 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$2,568,191 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$723,189 | ExcessRevenueOverExpensesAmt |
| Subtotal | -$3,291,380 | SubtotalAmt |
| Other Decreases | $1,634 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$3,293,014 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,302,373 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,404,879 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 9.468697 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,793,558 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $925,762 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 12.739298 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,992,259 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,055,118 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 10.418038 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,143,107 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $460,470 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 30.714503 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,235,386 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $592,039 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 20.66652 | DistributionYr5Rt |
| Total Distribution | 84.007056 | TotalDistributionRt |
| Average Distribution | 16.801411 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $522,410 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,777,225 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,777,225 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,702,143 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $543 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $543 | TotalPaymentsAndCreditsAmt |
| Overpayment | $543 | OverpaymentAmt |
| Applied To ES Tax | $543 | AppliedToESTaxAmt |
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 | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | 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 | CANDICE L GARMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2699235584 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 N M-63 | AddressLine1Txt |
| City | BENTON HARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49022 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| D JEFFREY NOEL | ||||||||
| 2000 N M-63 | Benton Harbor | MI | 49022 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| DAVID A BINKLEY | ||||||||
| 2000 N M-63 | Benton Harbor | MI | 49022 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| JOHN F GEDDES | ||||||||
| 2000 N M-63 | Benton Harbor | MI | 49022 | TREASURER | 1.0 | $0 | $0 | $0 |
| JAMES E KEPPLER | ||||||||
| 2000 N M-63 | Benton Harbor | MI | 49022 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| DEBORAH O'CONNOR | ||||||||
| 2000 N M-63 | Benton Harbor | MI | 49022 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| CANDICE GARMAN | ||||||||
| 2000 N M-63 | Benton Harbor | MI | 49022 | MANAGER | 20.0 | $75,282 | $48,680 | $0 |
| SARA HORVATH | ||||||||
| 2000 N M-63 | Benton Harbor | MI | 49022 | SECRETARY | 1.0 | $0 | $0 | $0 |
| JOHN MILLER | ||||||||
| 2000 N M-63 | Benton Harbor | MI | 49022 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KAREN ZABADAL | ||||||||
| 2000 N M-63 | BENTON HARBOR | MI | 49022 | SPECIALIST ASSOCIATE | 20.0 | $51,217 | $36,214 | $0 |
| ROSA KESZLER | ||||||||
| 2000 N M-63 | BENTON HARBOR | MI | 49022 | SPECIALIST | 30.0 | $53,956 | $37,633 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $530,365 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $530,365 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $530,365 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,955 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $522,410 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,121 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,121 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $26,121 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $650 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $26,771 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $26,771 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,702,143 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $10,702,143 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,702,143 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,771 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,205,786 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,120,085 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,939,503 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,739,111 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,232,129 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $62,236,614 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,702,143 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $26,771 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,675,372 | RemainingDistriFromCorpusAmt |
| Total Corpus | $72,911,986 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $12,205,786 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $60,706,200 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,120,085 | ExcessFromYear4Amt |
| Excess From Year3 | $10,939,503 | ExcessFromYear3Amt |
| Excess From Year2 | $11,739,111 | ExcessFromYear2Amt |
| Excess From Year1 | $13,232,129 | ExcessFromYear1Amt |
| Excess From Current Year | $10,675,372 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Candice Garman | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WHIRLPOOL FOUNDATION 2000 N M-63 | AddressLine1Txt |
| City | BENTON HARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2699235584 | RecipientPhoneNum |
| Form And Info And Materials | LETTER PLUS PRESCRIBED APPLICATION FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | YES. 1/1, 4/1, 7/1, 10/1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHMENT 8.1 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT 10 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 N M-63 | AddressLine1Txt |
| City | Benton Harbor | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | SEE ATTACHMENT 10 | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | SEE ATTACHMENT 10 | GrantOrContributionPurposeTxt |
| Amt | $10,461,906 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,461,906 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT 12 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 N M-63 | AddressLine1Txt |
| City | BENTON HARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | SEE ATTACHMENT 12 | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | SEE ATTACHMENT 12 | GrantOrContributionPurposeTxt |
| Amt | $3,187,443 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,187,443 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp | |
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp | |
| Subtotals Incm Producing Acty | SubtotalsIncmProducingActyGrp |
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 | WHIRLPOOL CORPORATION | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 NORTH M-63 | AddressLine1Txt |
| City | BENTON HARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $12,545 | Amt |
| Disbursements Charitable Prps | $12,545 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX RECEIVABLE | Desc |
| BOY Book Value | $543 | BOYBookValueAmt |
| EOY Book Value | $543 | EOYBookValueAmt |
| EOYFMV | $543 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AUDIT ADJUSTMENT | Desc |
| Amt | $1,634 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $2,324 | $2,324 | |
| SOFTWARE AND OTHER SERVICES | $42,800 | $42,800 | |
| ADMINISTRATIVE FEES | $1,910 | $1,910 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERIES of PREVIOUS GRANTS PAID | Desc |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO WHIRLPOOL CORPORATION | $337,299 | $199,156 |
| OTHER | $3,698 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
Comments