WHATLEY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WHATLEY FOUNDATION (EIN 26-6700524)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-05
- IRS object ID
- 202543099349102409
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-05T18:05:20-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10700 NORTHUP WAY SUITE 200 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266700524 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHATLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHAT | BusinessNameControlTxt |
| Phone | 2063281420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 830 HILLSIDE DRIVE E | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA WHATLEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2063281420 | PhoneNum |
| Signature | 2025-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH KIM CPA | PreparerPersonNm |
| PTIN | P01373859 | PTIN |
| Phone | 4252506100 | PhoneNum |
| Preparation | 2025-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,498,110 | 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 | $16,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $40,455 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $40,455 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,773 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,773 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $141,316 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $229,388 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $141,316 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $220,544 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $204,544 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,135 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $815 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,320 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,997 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,997 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,343 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,343 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,475 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,155 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,320 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $126,661 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $126,661 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $152,136 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,155 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $133,981 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $68,408 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $186,389 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $162,814 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $303,746 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $303,746 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $667,662 | CorporateStockBOYAmt |
| Corporate Stock EOY | $630,369 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,209,626 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $634,707 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $582,303 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $600,197 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $350,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $350,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $384,541 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,815,183 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,866,418 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,498,110 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,815,183 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,866,418 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,815,183 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,866,418 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,815,183 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,866,418 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,815,183 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $68,408 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,883,591 | SubtotalAmt |
| Other Decreases | $17,173 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,866,418 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $219,745 | $88,072 | $131,673 | $131,673 |
| RBC LT CAPITAL GAIN DISTRIBUTIONS | $9,643 | $9,643 | $9,643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $141,316 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,591 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,591 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,591 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,111 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,111 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,520 | OverpaymentAmt |
| Applied To ES Tax | $1,520 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LINDA V WHATLEY | IndividualWithBooksNm |
| Phone | 2063281420 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 830 HILLSIDE DR E | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LINDA V WHATLEY | ||||||||
| 830 HILLSIDE DR E | SEATTLE | WA | 98112 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JULIAN ANTHONY WHATLEY III | ||||||||
| 830 HILLSIDE DR E | SEATTLE | WA | 98112 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,263,656 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $222,274 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,485,930 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,485,930 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,289 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,448,641 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $122,432 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $122,432 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,591 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,591 | TotalTaxAmt |
| Distributable Before Adj | $119,841 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $119,841 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $119,841 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $133,981 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $133,981 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $119,841 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $31,976 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,170 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $19,788 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $59,934 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $133,981 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $119,841 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,140 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $74,074 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $31,976 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $42,098 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,170 | ExcessFromYear4Amt |
| Excess From Year1 | $19,788 | ExcessFromYear1Amt |
| Excess From Current Year | $14,140 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LINDA V WHATLEY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WHATLEY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 HILLSIDE DR E | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2063281420 | RecipientPhoneNum |
| Form And Info And Materials | IN ADDITION TO LISTING CHARITABLE PURPOSE OF THE GRANT, ALSO NEED TO SUBMIT PROOF OF IRS EXEMPTION SHOWING IRC 509(A)(1) OR 509(A)(2) PUBLIC CHARITY STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO 501(C)(3) ORGANIZATIONS WITH A PUBLIC CHARITY STATUS OF 509(A)(1) OR 509(A)(2). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACTIVE MINDS | |||||||
| 2001 A STREET NW SUITE 700 | WASHINGTON | DC | 20009 | PC | SOCIAL SERVICE | $500 | |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | PC | EDUCATION | $1,000 | |
| DESERT COMMUNITY FOUNDATION | |||||||
| 75-105 MERLE DRIVE 300 | PALM DESERT | CA | 92211 | PC | SOCIAL SERVICE | $2,000 | |
| EPIPHANY SCHOOL | |||||||
| 3611 EAST DENNY WAY | SEATTLE | WA | 98122 | PC | EDUCATION | $1,000 | |
| EQUALITY NOW | |||||||
| PO BOX 7160 | NEW YORK | NY | 10008 | PC | SOCIAL SERVICE | $1,000 | |
| FRED HUTCHINSON CANCER CENTER | |||||||
| PO BOX 19024 J5-200 | SEATTLE | WA | 98109 | PC | SOCIAL SERVICE | $2,500 | |
| FRIENDS OF THE WATERFRONT | |||||||
| 1400 WESTERN AVE | SEATTLE | WA | 98101 | PC | SOCIAL SERVICE | $9,200 | |
| GLOBAL PARTNERSHIPS | |||||||
| 1932 FIRST AVE SUITE 40 | SEATTLE | WA | 98101 | PC | SOCIAL SERVICE | $3,000 | |
| LAKESIDE SCHOOL | |||||||
| 14050 1ST AVENUE NE | SEATTLE | WA | 98125 | PC | SOCIAL SERVICE | $1,000 | |
| MALALA FUND | |||||||
| PO BOX 70280 | PHILADELPHIA | PA | 19176 | PC | SOCIAL SERVICE | $2,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | PC | SOCIAL SERVICE | $3,000 | |
| NATURE CONSERVANCY | |||||||
| 8 S MICHIGAN AVE 900 | CHICAGO | IL | 60603 | PC | SOCIAL SERVICE | $5,000 | |
| PRINCETON UNIVERSITY | |||||||
| 330 ALEXANDAR STREET | PRINCETON | NJ | 08542 | PC | SOCIAL SERVICE | $1,000 | |
| RAINIER SCHOLARS | |||||||
| 2100 24TH AVE S STE 360 | SEATTLE | WA | 98144 | PC | EDUCATION | $1,000 | |
| RANCHO MIRAGE WRITERS FOUNDATION | |||||||
| 71-100 HIGHWAY 111 | RANCHO MIRAGE | CA | 92270 | PC | SOCIAL SERVICE | $5,000 | |
| RECOVERY CAFE | |||||||
| 2022 BOREN AVE | SEATTLE | WA | 98121 | PC | SOCIAL SERVICE | $5,000 | |
| SEATTLE ART MUSEUM | |||||||
| 1300 1ST AVENUE | SEATTLE | WA | 98101 | PC | SOCIAL SERVICES | $2,500 | |
| SEATTLE GARDEN CLUB | |||||||
| 2336 15TH AVE S | SEATTLE | WA | 98144 | PC | ENVIRONMENTAL CONSERVATION | $750 | |
| TELEIOS | |||||||
| 4616 25TH AVE NE PMB 502 | SEATTLE | WA | 98105 | PC | RELIGIOUS | $5,000 | |
| TREEHOUSE | |||||||
| 2100 24TH AVE S STE 200 | SEATTLE | WA | 98144 | PC | SOCIAL SERVICE | $20,000 | |
| UNIVERSITY OF MONTANA FOUNDATION | |||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | PC | EDUCATION | $1,500 | |
| UPLIFT FOUNDATION | |||||||
| PO BOX 5101 | UPPER MARIBORO | MD | 20775 | PC | SOCIAL SERVICE | $15,000 | |
| WASHINGTON WOMEN'S FOUNDATION | |||||||
| 2100 24TH AVE S 300 | SEATTLE | WA | 98144 | PC | SOCIAL SERVICE | $2,500 | |
| WESTMINSTER SCHOOL | |||||||
| 1424 WEST PACES FERRY ROAD NW | ATLANTA | GA | 30327 | PC | EDUCATION | $1,951 | |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | PC | SOCIAL SERVICE | $2,000 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | PC | SOCIAL SERVICE | $5,700 | |
| THE BOSTON FOUNDATION | |||||||
| 75 ARLINGTON STREET 3RD FLOOR | BOSTON | MA | 02116 | PC | SOCIAL SERVICE | $500 | |
| BOYS AND GIRLS CLUB OF CATHEDRAL CITY | |||||||
| 32141 WHISPERING PALMS TRAIL | CATHEDRAL CITY | CA | 92234 | PC | SOCIAL SERVICE | $2,500 | |
| FOOD ON FOOT | |||||||
| 8149 SANTA MONICA BLVD | WEST HOLLYWOOD | CA | 90046 | PC | SOCIAL SERVICE | $1,280 | |
| FRIENDS OF MADISON PARK | |||||||
| 13201 MADISON AVE | LAKEWOOD | OH | 44107 | PC | ENVIRONMENTAL CONSERVATION | $1,030 | |
| GEORGIA TECH FOUNDATION INC | |||||||
| 760 SPRING STREET NW SUITE 400 | ATLANTA | GA | 30308 | PC | SOCIAL SERVICE | $1,000 | |
| GLOBAL FUND FOR WOMEN | |||||||
| 505 MONTGOMERY STREET 11TH FLOOR | SAN FRANCISCO | CA | 94111 | PC | RIGHTS OF WOMEN & GIRLS BY SUPPORTING GENDER EQUALITY MOVEMENTS | $1,000 | |
| JUDICIAL WATCH | |||||||
| 425 THIRD STREET SW | WASHINGTON | DC | 20024 | PC | SOCIAL SERVICE | $1,000 | |
| KIDS' FOOD BASKET | |||||||
| 1300 PLYMOUTH AVE NE | GRAND RAPIDS | MI | 49505 | PC | SOCIAL SERVICE | $250 | |
| LIVING DESERT | |||||||
| 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | PC | SOCIAL SERVICE | $1,000 | |
| MAKING HEADWAY FOUNDATION INC | |||||||
| 115 KING STREET | CHAPPAQUA | NY | 10514 | PC | SOCIAL SERVICE | $500 | |
| OVERFLOW FOUNDATION | |||||||
| 3100 VAUCLUSE ROAD FAMILY LIFE | AIKEN | SC | 29801 | PC | SOCIAL SERVICE | $3,000 | BUILDING |
| PRINCETON WOMEN'S NETWORK | |||||||
| 100 OVERLOOK CENTER 300 | PRINCETON | NJ | 08540 | PC | SOCIAL SERVICE | $500 | |
| RESOLVE FOUNDATION | |||||||
| 18125 ROY ST 650 | LANSING | IL | 60438 | PC | SOCIAL SERVICE | $2,000 | |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PC | WILDLIFE CONSERVATION WORLDWIDE | $10,000 | |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | PC | SOCIAL SERVICE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $126,661 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,455 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,773 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $141,316 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $204,544 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $204,544 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 | JULIAN ANTHONY AND LINDA V WHATLEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 830 HILLSIDE DRIVE E | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $16,000 | 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 | $8,135 | Amt |
| Net Investment Income | $815 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,320 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ASSURED GUARANTY US HOLDINGS INC. | $50,235 | $51,886 |
| BIOGEN INC | $48,300 | $49,718 |
| BUNGE LIMITED FINANCE CORP | $46,058 | $49,051 |
| DELL COMPUTER CORPORATION | $50,739 | $53,256 |
| GOLDMAN SACHS GROUP, INC. | $46,618 | $48,887 |
| ILLUMINA INC | $100,646 | $100,743 |
| JP MORGAN CHASE & CO. | $47,802 | $49,471 |
| LOWES COMPANIES, INC. | $48,930 | $49,929 |
| PHILIP MORRIS INTERNATIONAL INC. | $46,834 | $48,925 |
| SOUTHWEST AIRLINES CO. | $46,143 | $48,315 |
| THE CIGNA GROUP | $49,998 | $50,016 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AGNICO EAGLES MINES LIMITED 1983SH | $47,518 | $155,090 |
| ALPHABET INC C 900SH | $41,804 | $171,396 |
| ASTRAZENECA PLC SPONSERED ADR 733SH | $49,972 | $48,026 |
| BERKSHIRE HATHWAY INC 430SH | $124,136 | $194,910 |
| COSTCO WHOLESALE CORPORATION 150SH | $23,319 | $137,441 |
| COUPANG INCORPORATED CLASS A 2630SH | $49,970 | $57,807 |
| MERCK & COMPANY INC 1250SH | $90,992 | $124,350 |
| META PLATFORMS INCORPORATED 280SH | $63,539 | $163,943 |
| MICROSOFT CORP 410SH | $42,953 | $136,988 |
| REDFIN CORPORATION 2500SH | $96,166 | $19,675 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS GQG PARTNERS 11805.420SH | FMV | $200,000 | $229,970 |
| GQG PARTNERS 9345.274SH | FMV | $150,000 | $154,571 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) | Desc |
| Amt | $17,173 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $15,997 | Amt |
| Net Investment Income | $15,997 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIAN ANTHONY AND LINDA V WHATLEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 830 HILLSIDE DRIVE E | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98112 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,343 | Amt |
| Net Investment Income | $1,343 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments