WAITT FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WAITT FOUNDATION (EIN 46-0428166)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201743199349102849
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T14:53:03-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 West Broadway Suite 700 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921018590 | 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 | 460428166 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAITT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAIT | BusinessNameControlTxt |
| Phone | 6052329929 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1397 | AddressLine1Txt |
| City | NORTH SIOUX CITY | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57049 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STAN RAY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6052329929 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE KEENEY | PreparerPersonNm |
| PTIN | P00649556 | PTIN |
| Phone | 6192326500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.203.115.26 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-15 | IPDt |
| IP Tm | 14:01:25 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 82C618081E23B0DF6B59A913B4A32651ADCE35D1 | 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 | $142,306,926 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,493 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,493 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,391,957 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,391,957 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,498,314 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,612,304 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,501,075 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$134,069 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $502,064 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,760,695 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,399,589 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $233,838 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,384 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $210,454 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $206,334 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $20,633 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $228,528 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $81,347 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $8,135 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $73,578 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $80 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $80 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $50,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $35,525 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $376,007 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $321,088 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $54,321 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,470 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,302 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,171 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,050 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $101,229 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $103,302 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49,275 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36,214 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,117,380 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $420,067 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $718,023 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,499,607 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,499,607 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,616,987 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $420,067 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,217,630 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,856,292 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,979,522 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,599,455 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,012,654 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,012,654 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $13,751 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $29,046 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $29,046 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $54,261,443 | CorporateStockBOYAmt |
| Corporate Stock EOY | $53,929,993 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $53,929,993 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $23,347,854 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $22,858,740 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $22,858,740 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $60,761,438 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $62,444,673 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $62,444,673 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $28,143 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,725 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,518 | LandBOYAmt |
| Land EOY | $11,418 | LandEOYAmt |
| Land EOYFMV | $11,418 | LandEOYFMVAmt |
| Other Assets BOY | $26,134 | OtherAssetsBOYAmt |
| Other Assets EOY | $20,402 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $20,402 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $140,011,593 | TotalAssetsBOYAmt |
| Total Assets EOY | $142,306,926 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $142,306,926 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $196,497 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $152,145 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,741 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $196,497 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $155,886 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $139,815,096 | UnrestrictedBOYAmt |
| Unrestricted EOY | $142,151,040 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $139,815,096 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $142,151,040 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $140,011,593 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $142,306,926 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $139,815,096 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,856,292 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,192,236 | OtherIncreasesAmt |
| Subtotal | $142,151,040 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $142,151,040 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAINS FROM PARTNERSHIPS | P | -$58,094 | -$58,094 | ||
| CAPITAL GAINS FROM PUBLICLY TRADED SECURITIES | $1,559,169 | $1,559,169 | $26,610,054 | $25,050,885 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,501,075 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,255,434 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $143,017,095 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050731 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,737,080 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $147,046,063 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045816 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,016,105 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $142,444,694 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049255 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,854,263 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $137,304,281 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049920 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,077,481 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $140,929,600 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050220 | DistributionYr5Rt |
| Total Distribution | 0.245942 | TotalDistributionRt |
| Average Distribution | 0.049188 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $139,916,696 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,882,222 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $29,795 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,912,017 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,217,630 | 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 | $29,795 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,795 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,795 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,095 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $30,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $51,095 | TotalPaymentsAndCreditsAmt |
| Overpayment | $21,300 | OverpaymentAmt |
| Applied To ES Tax | $21,300 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.waittfoundation.org | WebsiteAddressTxt |
| Individual With Books | JOSH SHERER | IndividualWithBooksNm |
| Phone | 6052329929 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1397 | AddressLine1Txt |
| City | NORTH SIOUX CITY | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57049 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARK DICKEY | ||||||||
| 801 River drive suite 200 | north Sioux City | SD | 57049 | SECRETARY | 2.00 | $0 | $0 | $0 |
| THEODORE W WAITT | ||||||||
| 7817 IVANHOE AVENUE SUITE 300 | LA JOLLA | CA | 92037 | CHAIRMAN/DIRECTOR | 6.00 | $0 | $0 | $0 |
| CINDY WAITT | ||||||||
| 801 River drive suite 200 | North Sioux City | SD | 57049 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DAVE RUSSELL | ||||||||
| 7817 IVANHOE AVENUE SUITE 300 | LA JOLLA | CA | 92037 | VICE CHAIRMAN/DIRECTOR | 0.50 | $0 | $0 | $0 |
| shane hartnett | ||||||||
| 801 River drive suite 200 | north Sioux City | SD | 57049 | DireCTOR | 2.00 | $0 | $0 | $0 |
| JACOB JAMES | ||||||||
| 7817 IVANHOE AVENUE SUITE 300 | LA JOLLA | CA | 92037 | MANAGING DIRECTOR/DIRECTOR | 40.00 | $218,000 | $15,646 | $192 |
| Stan Ray | ||||||||
| 7817 IVANHOE AVENUE SUITE 300 | LA JOLLA | CA | 92037 | treASURER | 2.00 | $0 | $0 | $0 |
| HAILEY WAITT | ||||||||
| 7817 IVANHOE AVENUE SUITE 300 | LA JOLLA | CA | 92037 | DIRECTOR | 0.50 | $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 |
|---|---|---|---|---|---|---|---|---|
| CHERIE PROTHRO | ||||||||
| 5786 La Jolla Blvd | lA JOLLA | CA | 92037 | PROGRAM & OPS DIRECT | 40.00 | $188,202 | $18,149 | $360 |
| Jessica Barkley | ||||||||
| 801 River drive suite 200 | north Sioux | SD | 57049 | Accountant | 32.00 | $48,300 | $2,550 | $13 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $137,946,450 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,071,911 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $29,046 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $142,047,407 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $142,047,407 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,130,711 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $139,916,696 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,995,835 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,995,835 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,795 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,795 | TotalTaxAmt |
| Distributable Before Adj | $6,966,040 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,966,040 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,966,040 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,217,630 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,217,630 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $29,795 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,187,835 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,966,040 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,058,007 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,217,630 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,058,007 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $159,623 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $6,806,417 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THEODORE W WAITT | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHERIE PROTHRO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1948 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8585514400 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATIONS ARE ACCEPTED FOR WF'S RAPID OCEAN CONSERVATION ('ROC') GRANTS PROGRAM. APPLICATIONS MUST BE COMPLETED UTILIZING WF'S PRELIMINARY GRANT REQUEST VIA ITS WEBSITE WAITTFOUNDATION.ORG, AFTER THE GRANT APPLICANT REVIEWS WF'S GRANT GUIDELINES AND GRANTEE REQUIREMENTS ALSO FOUND ON ITS WEBSITE. AN APPLICANT MUST PROVIDE ITS U.S. TAX IDENTIFICATION NUMBER AND MUST BE PREPARED TO PROVIDE A CURRENT COPY OF ITS IRS 501(C)(3) DETERMINATION LETTER. INTERNATIONAL APPLICANTS OUTSIDE THE U.S. MUST PROVIDE PROOF OF PUBLIC CHARITABLE STATUS EQUIVALENT UNDER U.S. TAX LAWS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Preliminary Grant Requests are accepted year-round via WF's website. | SubmissionDeadlinesTxt |
| Restrictions On Awards | WAITT FOUNDATION LIMITS ITS GRANTS ACCORDING TO THE CRITERIA DEFINED IN THE GRANTS GUIDELINES AND GRANTEE REQUIREMENTS SECTIONS ON ITS WEBSITE (WAITTFOUNDATION.ORG). ITS GRANTEES MUST HAVE PROGRAMS THAT ARE PROJECT SPECIFIC WITH TANGIBLE AND MEASURABLE RESULTS. PRIORITY IS GIVEN TO INITIATIVES ADDRESSING WF'S CORE FOCUS, OCEAN CONSERVATION. WHILE WF MAY MAKE EXCEPTIONS IN SPECIAL CIRCUMSTANCES, IT GENERALLY DOES NOT SUPPORT PROGRAMS OR ORGANIZATIONS THAT FALL OUTSIDE OF ITS KEY AREAS OF FOCUS, AND DOES NOT ACCEPT PROPOSALS TO SUPPORT INDIVIDUALS, EVENT FUNDRAISERS AND SPONSORSHIPS, ENDOWMENTS, OR LOBBYING OF ANY KIND. THE MAXIMUM AMOUNT FOR A WF ROC GRANT REQUEST IS $15,000. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CountryRecipientForeignAddress/CountryCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALEX'S LEMONADE STAND | ||||||||||||
| 333 EAST LANCASTER AVENUE SUITE 414 | WYNNEWOOD | PA | 19096 | NONE | PC | EMPLOYEE MATCH | $100 | |||||
| AMERICAN CANCER SOCIETY FOUNDATION | ||||||||||||
| 1599 CLIFTON ROAD | ATLANTA | GA | 30329 | NONE | PC | EMPLOYEE MATCH | $50 | |||||
| AMERICAN HEART ASSOCIATION | ||||||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PC | EMPLOYEE MATCH | $100 | |||||
| BIBLE STUDY FELLOWSHIP | ||||||||||||
| 19001 HUEBNER ROAD | SAN ANTONIO | TX | 78258 | NONE | PC | EMPLOYEE MATCH | $200 | |||||
| BILL HILLARY & CHELSEA CLINTON FOUNDATION | ||||||||||||
| 1271 AVENUE OF THE AMERICAS 42ND | NEW YORK | NY | 10020 | NONE | PC | EMPLOYEE MATCH | $460 | FLOOR | ||||
| BREN SCHOOL OF ENVIRONMENTAL SCIENCE & MANAGEMENT (UCSB) | ||||||||||||
| 2400 BREN HALL UNIVERSITY OF | SANTA BARBARA | CA | 931065131 | NONE | PC | OCEAN CONSERVATION | $500,000 | CALIFORNIA | ||||
| CHILDREN'S MIRACLE NETWORK | ||||||||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | NONE | PC | EMPLOYEE MATCH | $700 | |||||
| CHURCH WORLD SERVICE | ||||||||||||
| 28606 PHILLIPS STREET | ELKHEART | IN | 46515 | NONE | PC | EMPLOYEE MATCH | $500 | |||||
| CAMP HIGH HOPES | ||||||||||||
| 5804 CORRECTIONVILLE ROAD | SIOUX city | IA | 51106 | NONE | PC | EMPLOYEE MATCH | $1,600 | |||||
| COALITION FOR REPRODUCTIVE JUSTICE | ||||||||||||
| PO BOX 880075 | SAN DIEGO | CA | 92168 | NONE | PC | EMPLOYEE MATCH | $1,000 | |||||
| COUNCIL ON SEXUAL ASSAULT AND DOMESTIC VIOLENCE | ||||||||||||
| PO BOX 1565 | SIOUx city | IA | 51102 | NONE | PC | EMPLOYEE MATCH | $1,700 | |||||
| EARTHJUSTICE | ||||||||||||
| 426 17TH STREET 6TH FLOOR | OAKLAND | CA | 94612 | NONE | PC | ROC GRANT | $15,000 | |||||
| EcoViva | ||||||||||||
| 1904 Franklin Street Suite 902 | OAKLAND | CA | 94612 | NONE | PC | ROC GRANT | $14,999 | |||||
| ELK POINT JEFFERSON EDUCATIONAL FUND | ||||||||||||
| 420 SOUTH DOUGLAS | ELK POINT | SD | 57025 | NONE | PC | EMPLOYEE MATCH | $10,000 | |||||
| FIJI RED CROSS SOCIETY | ||||||||||||
| NONE | NC | COMMUNITY BUILDING | $25,000 | 22 GORRIE STREET | FJ | |||||||
| FISHERIES RESEARCH AND DEVELOPMENT INSTITUTE | ||||||||||||
| NONE | NC | OCEAN CONSERVATION | $100,000 | AVENIDA BLANCO 839 | CI | |||||||
| Fish Forever RARE INC | ||||||||||||
| 1310 N Courthouse Road Suite 110 | ARLINGTON | VA | 22201 | NONE | PC | OCEAN CONSERVATION | $500,000 | |||||
| Food Bank of Siouxland | ||||||||||||
| PO Box 985 | sioux city | IA | 51102 | NONE | PC | EMPLOYEE MATCH | $1,400 | |||||
| Friends of FM90 | ||||||||||||
| 4647 Stone Avenue | sioux city | IA | 51106 | NONE | PC | EMPLOYEE MATCH | $500 | |||||
| FRIENDS OF SOUTH DAKOTA PUBLIC BROADCASTING | ||||||||||||
| PO BOX 5000 | VERMILLION | SD | 57069 | NONE | PC | EMPLOYEE MATCH | $200 | |||||
| GENESIS RECOVERY SAN DIEGO | ||||||||||||
| 7373 UNIVERSITY AVENUE | LA MESA | CA | 91942 | NONE | PC | EMPLOYEE MATCH | $645 | |||||
| GIRAFFE CONSERVATION FOUNDATION USA | ||||||||||||
| PO BOX 24246 | CLEVELAND | OH | 44124 | NONE | PC | COMMUNITY BUILDING | $100,000 | |||||
| GIVELIGHT FOUNDATION | ||||||||||||
| PO BOX 62362 | SUNNYVALE | CA | 94085 | NONE | PC | EMPLOYEE MATCH | $400 | |||||
| Habitat For Humanity International Inc | ||||||||||||
| 1150 Tri View Avenue | sioux city | IA | 51103 | NONE | PC | EMPLOYEE MATCH | $200 | |||||
| Her Health Women's Center | ||||||||||||
| 5732 Sunnybrook Drive | sioux city | IA | 51106 | NONE | PC | EMPLOYEE MATCH | $1,200 | |||||
| HINTON COMMUNITY SCHOOL DISTRICT FOUNDATION | ||||||||||||
| 315 WEST GRAND STREET | HINTON | IA | 51024 | NONE | PC | EMPLOYEE MATCH | $200 | |||||
| HUMAN RIGHTS CAMPAIGN | ||||||||||||
| 1640 RHODE ISLAND AVENUE NORTHWEST | WASHINGTON | DC | 200363278 | NONE | PC | EMPLOYEE MATCH | $100 | |||||
| INTERNATIONAL POLE AND LINE FOUNDATION | ||||||||||||
| NONE | NC | ROC GRANT | $6,696 | 49-51 EAST ROAD | UK | LONDON | ||||||
| INTERNATIONAL UNION FOR CONSERVATION OF NATURE AND NATURAL RESOURCES | ||||||||||||
| 1630 CONNECTICUT AVENUE NORTHWEST | WASHINGTON | DC | 20009 | NONE | PC | ROC GRANT | $15,000 | SUITE 300 | ||||
| Iowa Women Lead Change | ||||||||||||
| 200 First Street SE Suite 2100 | CEDAR RAPIDS | IA | 52401 | NONE | PC | EMPLOYEE MATCH | $200 | |||||
| JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONAL | ||||||||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | EMPLOYEE MATCH | $150 | |||||
| KPBS PUBLIC BROADCASTING | ||||||||||||
| 5250 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | NONE | PC | EMPLOYEE MATCH | $90 | |||||
| MARINE AND ENVIRONMENTAL SCIENCES CENTRE ISPA | ||||||||||||
| NONE | NC | ROC GRANT | $10,000 | RUA JARDIM DO TABACO 34 | PO | LISBOA | ||||||
| MARINE AFFAIRS RESEARCH AND EDUCATION | ||||||||||||
| 20227 NORTHEAST 163RD STREET | WOODINVILLE | WA | 98077 | NONE | pc | ROC GRANT | $9,900 | |||||
| Marine Conservation Institute | ||||||||||||
| 4010 Stone Way N Suite 210 | SEATTLE | WA | 98103 | NONE | PC | OCEAN CONSERVATION | $165,000 | |||||
| MCCOOK LAKE ASSOCIATION | ||||||||||||
| PO BOX 1185 | NORTh SIoux city | SD | 57049 | NONE | PC | EMPLOYEE MATCH | $120 | |||||
| Mental Health Association of Siouxland | ||||||||||||
| 2523 Myrtle Street | sioux city | IA | 51103 | NONE | PC | EMPLOYEE MATCH | $500 | |||||
| MERCY MEDICAL FOUNDATION | ||||||||||||
| 801 5TH STREET | SIOUx city | IA | 51101 | NONE | PC | EMPLOYEE MATCH | $200 | |||||
| MPN RESEARCH FOUNDATION | ||||||||||||
| 180 NORTH MICHIGAN AVENUE SUITE | CHICAGO | IL | 60601 | NONE | PC | EMPLOYEE MATCH | $1,000 | 1870 | ||||
| NAMENSANDERUNG | ||||||||||||
| NONE | NC | ROC GRANT | $9,450 | FAHRENHEITSTR 6 | GM | |||||||
| NATIONAL FEDERATION OF THE BLIND | ||||||||||||
| 200 EAST WELLS STREET | BALTIMORE | MD | 21230 | NONE | PC | EMPLOYEE MATCH | $200 | |||||
| National Geographic Society | ||||||||||||
| 1145 17th Street NW | WASHINGTON | DC | 20036 | NONE | PC | OCEAN CONSERVATION | $350,000 | |||||
| National Marine Mammal Foundation | ||||||||||||
| 2240 Shelter Island Drive Suite 200 | SAN DIEGO | CA | 92106 | NONE | PC | OCEAN CONSERVATION | $14,779 | |||||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||||||
| 900 SOUTH BROADWAY 2ND FLOOR | DENVER | CO | 90209 | NONE | PC | EMPLOYEE MATCH | $400 | |||||
| New England Aquarium | ||||||||||||
| Central Wharf | BOSTON | MA | 021103399 | NONE | PC | OCEAN CONSERVATION | $100,000 | |||||
| Norm Waitt Sr YMCA | ||||||||||||
| 601 Riverview Drive | SOUTH sioux city | NE | 68776 | NONE | PC | EMPLOYEE MATCH | $1,200 | |||||
| Oceana | ||||||||||||
| 1350 Connecticut Avenue NW 5th | WASHINGTON | DC | 20036 | NONE | PC | OCEAN CONSERVATION | $225,000 | Floor | ||||
| Oceans 5 | ||||||||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | OCEAN CONSERVATION | $2,000,000 | |||||
| OCEAN UNITE | ||||||||||||
| 65 BLEECKER STREET SIXTH FLOOR | NEW YORK | NY | 10012 | NONE | PC | ROC GRANT | $15,000 | |||||
| PACIFIC WILD ALLIANCE | ||||||||||||
| 3460 NORTH HACKETT AVENUE | MILWAUKEE | WI | 53211 | NONE | PC | ROC GRANT | $9,555 | |||||
| Paso Pacifico | ||||||||||||
| 872 E Front Street Suite 200 | VENTURA | CA | 93001 | NONE | PC | OCEAN CONSERVATION | $75,000 | |||||
| Planned Parenthood of the Pacific Southwest | ||||||||||||
| 1075 Camino del Rio South | SAN DIEGO | CA | 92108 | NONE | PC | EMPLOYEE MATCH | $2,000 | |||||
| PRINCESS WILHELMINA FOUNDATION | ||||||||||||
| NONE | NC | EMPLOYEE MATCH | $1,018 | SCHARLOOWEG 61 | OC | |||||||
| PROVITA-UNIVERSIDAD SIMON BOLIVAR | ||||||||||||
| NONE | NC | ROC GRANT | $11,000 | AV ROMULO GALLEGOS | VE | |||||||
| Salk Institute | ||||||||||||
| 10010 North Torrey Pines Rd | LA JOLLA | CA | 92037 | NONE | PC | SCIENTIFIC INNOVATION | $25,000 | |||||
| SALVATION ARMY OF SIOUX CITY | ||||||||||||
| 500 BLUFF Street | SIOUX city | IA | 51101 | NONE | PC | EMPLOYEE MATCH | $600 | |||||
| SAN DIEGO FOOD BANK CORPORATION | ||||||||||||
| 9850 DISTRIBUTION AVENUE | SAN DIEGO | CA | 92121 | NONE | PC | EMPLOYEE MATCH | $200 | |||||
| SAN DIEGO HIGH SCHOOL BOYS BASKETBALL | ||||||||||||
| 1450 PARK BOULEVARD | SAN DIEGO | CA | 92101 | NONE | PC | EMPLOYEE MATCH | $3,000 | |||||
| Save The Waves Coalition | ||||||||||||
| 3500 Highway 1 | DAVENPORT | CA | 95017 | NONE | PC | ROC GRANT | $25,000 | |||||
| SCRIPPS INSTITUTION OF OCEANOGRAPHY | ||||||||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 920930210 | NONE | PC | ROC GRANT | $20,000 | |||||
| SEA SHEPHERD CONSERVATION SOCIETY | ||||||||||||
| PO BOX 2616 | FRIDAY HARBOR | WA | 98250 | NONE | PC | ROC GRANT | $20,000 | |||||
| SEACOLOGY | ||||||||||||
| 1623 SOLANO AVENUE | BERKELEY | CA | 94707 | NONE | PC | ROC GRANT | $10,000 | |||||
| Shesler Hall | ||||||||||||
| 1308 Nebraska Street | sioux city | IA | 51105 | NONE | PC | EMPLOYEE MATCH | $2,450 | |||||
| The Bahamas Protected Areas Fund | ||||||||||||
| NONE | NC | OCEAN CONSERVATION | $100,000 | Temporary Address C/o Permanent | BF | NASSAU | SECRETARY MINISTRY OF THE ENVIRONME | |||||
| The Gospel Mission | ||||||||||||
| 500 Bluff Street | sioux city | IA | 51103 | NONE | PC | EMPLOYEE MATCH | $1,200 | |||||
| THE LEUKEMIA AND LYMPHOMA SOCIETY | ||||||||||||
| 123 NORTHWEST 36TH STREET | SEATTLE | WA | 98107 | NONE | PC | EMPLOYEE MATCH | $500 | |||||
| THE OCEAN AGENCY | ||||||||||||
| NONE | NC | ROC GRANT | $9,850 | 131-133 DEVONSHIRE STREET SURRY | AS | HILLS | ||||||
| The San Diego Foundation | ||||||||||||
| 2508 Historic Decatur Road Suite | SAN DIEGO | CA | 92101 | NONE | PC | COMMUNITY BUILDING | $112,000 | 200 | ||||
| THUA THIEN HUE FISHERY ASSOCIATION | ||||||||||||
| NONE | NC | ROC GRANT | $9,629 | 102 PHUNG HUNG | VM | |||||||
| UNITED WAY OF SIOUXLAND | ||||||||||||
| 701 STEUBEN STREET | SIOUX city | IA | 51101 | NONE | PC | EMPLOYEE MATCH | $3,000 | |||||
| UNIVERSITY OF CAPE TOWN | ||||||||||||
| NONE | NC | ROC GRANT | $13,500 | RONDEBOSCH 7701 | SF | |||||||
| UNIVERSITY OF MIAMI | ||||||||||||
| 1252 MEMORIAL DRIVE | CORAL GABLES | FL | 33146 | NONE | PC | ROC GRANT | $14,990 | |||||
| University of Southern California MOLECULAR AND COMPUTATIONAL BIOLOGY DEPA | ||||||||||||
| USC Dornsife College of Letters | LOS ANGELES | CA | 90089 | NONE | PC | OCEAN CONSERVATION | $225,000 | Arts and Sciences 3454 TROUSDALE PK | ||||
| UNIVERSITY OF WESTERN AUSTRALIA | ||||||||||||
| NONE | NC | ROC GRANT | $5,850 | 35 STIRLING HIGHWAY | AS | WESTERN AUSTRALIA | ||||||
| VOICES OF HOPE LINCOLN INC | ||||||||||||
| 2545 NORTH STREET | LINCOLN | NE | 68510 | NONE | PC | EMPLOYEE MATCH | $400 | |||||
| Waitt Institute | ||||||||||||
| 5786 La Jolla Blvd | LA JOLLA | CA | 92037 | NONE | POF | OCEAN CONSERVATION | $480,000 | |||||
| Waitt Institute for Violence Prevention | ||||||||||||
| 801 River Drive Suite 200 | North SIoux city | SD | 57049 | NONE | POF | COMMUNITY BUILDING | $100,000 | |||||
| Wildlife Conservation Society | ||||||||||||
| 2300 Southern Boulevard | BRONX | NY | 10460 | NONE | PC | OCEAN CONSERVATION | $1,000,000 | |||||
| WILD ME | ||||||||||||
| 1726 NORTH TERRY STREET | PORTLAND | OR | 97217 | NONE | PC | ROC GRANT | $15,000 | |||||
| WORLD VISION | ||||||||||||
| PO BOX 9716 | FEDERAL WAY | WA | 980639716 | NONE | PC | EMPLOYEE MATCH | $1,000 | |||||
| Barbuda Caribana Committee | ||||||||||||
| NONE | NC | EMPLOYEE MATCH | $1,726 | Via St Johns Antigua WI | AC | Codrington | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,499,607 | 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 | $4,493 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,391,957 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,503,325 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $7,062 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $502,064 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $7,062 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,401,839 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,408,901 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $50,750 | Amt |
| Net Investment Income | $35,525 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,375 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (13 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Province Or StateForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|
| The Bahamas Protected Areas Fund | |||||||||
| MINISTRY OF THE ENVIRONMENT | Charlotte House | Nassau | BF | 2016-12-21 | $100,000 | OCEAN CONSERVATION | $100,000 | NONE | |
| Barbuda Caribana Committee | |||||||||
| Via St Johns Antigua WI | AC | 2016-12-20 | $1,726 | Employee Match | $1,726 | NONE | Codrington | ||
| Fiji Red Cross Society | |||||||||
| National Office 22 Gorrie Street | FJ | 2016-03-31 | $25,000 | Community Building | $25,000 | nONE | |||
| Fisheries Research and Development Institute | |||||||||
| Avenida Blanco 839 | CI | 2016-12-27 | $100,000 | OCEAN CONSERVATION | $100,000 | NONE | |||
| International Pole and Line Foundation | |||||||||
| 49-51 East Road | UK | 2016-07-19 | $6,696 | ROC Grant | $6,696 | NONE | |||
| Marine and Environmental Sciences Centre | |||||||||
| ISPA - Instituto Universitario | Rua Jardim do Tabaco | PO | 2016-05-06 | $10,000 | ROC Grant | $10,000 | NONE | ||
| Namensnderung | |||||||||
| Fahrenheitstr 6 | GM | 2016-11-23 | $9,450 | ROC Grant | $9,450 | NONE | |||
| Princess Wilhelmina Foundation | |||||||||
| Scharlooweg 61 | UC | 2016-12-20 | $1,018 | Employee Match | $1,018 | NONE | |||
| Provita-Universidad Simn Bolvar | |||||||||
| 1 Santa Eduvigis Edif Pascal Torre | A | Piso Ofic A | VE | 2016-11-17 | $11,000 | ROC Grant | $11,000 | NONE | |
| The Ocean Agency | |||||||||
| 131-133 Devonshire Street | SURRY HILLS | AS | 2016-12-21 | $9,850 | ROC Grant | $9,850 | NONE | ||
| Thua Thien Hue Fishery Association | |||||||||
| 102 Phung Hung | VM | 2016-08-10 | $9,629 | ROC Grant | $9,629 | NONE | |||
| University of Cape Town | |||||||||
| Private Bag X3 | Rondebosch | SF | 2016-12-07 | $13,500 | ROC Grant | $13,500 | NONE | ||
| University of WesteRn Australia | |||||||||
| 1st Floor Curnow Building 35 | Stirling Highway | Crawley Western Australia | AS | 2016-08-16 | $5,850 | ROC Grant | $5,850 | NONE | |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SALE OF FIXED ASSET | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $2,250 | GrossSalesPriceAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $2,250 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART VII-B, 1(A)(3) | GOODS, SERVICES, OR FACILITIES FURNISHED BY A DISQUALIFIED PERSON:AVALON CAPITAL GROUP, INC PROVIDED ADMINISTRATIVE AND ACCOUNTING SERVICES AND OFFICE SPACE TO THE WAITT FOUNDATION DURING 2016 AT NO CHARGE. AVALON CAPITAL GROUP, INC IS OWNED 100% BY THEODORE W. WAITT, A SUBSTANTIAL CONTRIBUTOR TO THE FOUNDATION. THIS IS AN EXCEPTED ACT OF SELF-DEALING UNDER IRC SECTION 4941(D)(2)(C). |
| TANGIBLE PROPERTY REGULATIONS ELECTION STATEMENTS | TAXPAYER HEREBY MAKES THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREASURY REGULATION 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR.TAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREASURY REGULATION 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME FUND - First Pacific Advisors | $6,574,494 | $6,574,494 |
| FIXED INCOME FUND - Colchester Global Bond | $2,989,050 | $2,989,050 |
| Oaktree Enhanced Income | $2,901,020 | $2,901,020 |
| Fixed Income Fund - PIMCO | $6,503,447 | $6,503,447 |
| Fixed Income Fund - greylock Global | $3,890,729 | $3,890,729 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equities - River Road | $7,488,359 | $7,488,359 |
| Intl Equity - Harding Loevner Intl | $7,874,492 | $7,874,492 |
| Intl Equity - IVA Int'l Fund | $7,884,247 | $7,884,247 |
| Vanguard Windsor II Admiral | $7,095,190 | $7,095,190 |
| artisan growth opp fund | $8,806,775 | $8,806,775 |
| Oppenheimer Developing Mkts | $3,053,432 | $3,053,432 |
| ISHARES CURRENCY HEDGED MSCI | $3,515,892 | $3,515,892 |
| ISHARES CORE MSCI | $880,838 | $880,838 |
| DELAWARE POOLED TRUST | $7,330,768 | $7,330,768 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (34 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WHITEHALL PARALLEL REAL ESTATE LP | FMV | $31,249 | $31,249 |
| FORWARD VENTURES IV, LP | FMV | $138,770 | $138,770 |
| POMONA CAPITAL V, LP | FMV | $114,069 | $114,069 |
| q-BLK real assets lp | FMV | $1,114,009 | $1,114,009 |
| OZ ASIA OVERSEAS, LTD. | FMV | $44,663 | $44,663 |
| AVENUE EUROPE FUND | FMV | $14,741 | $14,741 |
| D.E. SHAW COMPOSITE INTERNATIONAL FUND | FMV | $4,175,889 | $4,175,889 |
| T STRATUS FUND, LTD. | FMV | $7,017 | $7,017 |
| TRIAN PARTNERS, LTD. | FMV | $4,164,702 | $4,164,702 |
| CRC GLOBAL STRUCTURED CR FUND | FMV | $2,339,039 | $2,339,039 |
| WHITE ELM CAPITAL OFFSHORE | FMV | $3,416,113 | $3,416,113 |
| FARALLON - FCOI II HOLDINGS, L.P. | FMV | $0 | $0 |
| AKO FUND | FMV | $3,563,079 | $3,563,079 |
| farallon capital | FMV | $3,917,822 | $3,917,822 |
| bay resource partners | FMV | $4,394,183 | $4,394,183 |
| york investment ltd. | FMV | $3,058,299 | $3,058,299 |
| Passport Offshore | FMV | $246 | $246 |
| greenspring | FMV | $3,416,021 | $3,416,021 |
| vivo ventures fund | FMV | $995,711 | $995,711 |
| Discovery Global Opportunity | FMV | $4,052,461 | $4,052,461 |
| AG Super Fund International, Ltd. | FMV | $3,255,034 | $3,255,034 |
| Kingstown Offshore Ltd | FMV | $3,345,720 | $3,345,720 |
| AG Securitized Asset Recovery | FMV | $645,415 | $645,415 |
| THE CARAVEL FUND(OFFSHORE) LTD | FMV | $2,051,063 | $2,051,063 |
| Owl Creek Overseas Fund, Ltd | FMV | $2,882,000 | $2,882,000 |
| TACONIC OPP OFFSHORE FUND LTD | FMV | $3,102,138 | $3,102,138 |
| UBS TRUMBULL PROPERTY | FMV | $1,814,571 | $1,814,571 |
| AG CAPITAL RECOVERY VIII | FMV | $535,950 | $535,950 |
| GREENSPRING GLOBAL VII-B | FMV | $694,155 | $694,155 |
| WAVE EQUITY FUND | FMV | $783,029 | $783,029 |
| VIVO CAPITAL VIII | FMV | $452,715 | $452,715 |
| BLACKSTONE TACTICAL OPPS FUND | FMV | $1,102,050 | $1,102,050 |
| VARDE FUND XII | FMV | $471,080 | $471,080 |
| 3G NATURAL RESOURCES OFFSHORE | FMV | $2,351,670 | $2,351,670 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $80 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $80 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LEASE DEPOSIT | $68 | $16,872 | $16,872 |
| Due from Waitt Institute | $22,085 | $3,530 | $3,530 |
| Due FROM Waitt Institute for Violence prevention | $3,981 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMUNICATIONS | $12,635 | $0 | $12,456 |
| INFORMATION TECHNOLOGIES | $13,298 | $0 | $1,400 |
| BANK FEES | $130 | $0 | $130 |
| INSURANCE | $10,933 | $0 | $10,933 |
| OFFICE SUPPLIES | $4,506 | $0 | $2,196 |
| OUTSIDE SERVICES | $3,653 | $0 | $4,853 |
| POSTAGE | $1,345 | $0 | $1,558 |
| SUBSCRIPTIONS | $1,338 | $0 | $1,338 |
| PERMITS & LICENSES | $195 | $0 | $195 |
| MISCELLANEOUS | $433 | $0 | $346 |
| utILITIES | $809 | $0 | $809 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | -$134,069 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $502,064 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $509,126 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $7,192,236 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO WAITT INSTITUTE FOR VIOLENCE PREVENTION | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $3,741 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $321,088 | $321,088 | $0 |
| Consulting Services - Programs | $32,546 | $0 | $31,948 |
| Professional Fees | $22,373 | $0 | $22,373 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| State Filing Fees | $1,171 | $0 | $1,171 |
| FEDERAL EXCISE TAX | $4,997 | $0 | $0 |
| Foreign TAXES | $11,302 | $11,302 | $0 |