WESTERN WIND FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN WIND FOUNDATION (EIN 46-5138494)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202543169349103409
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T15:26:59-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER COOPER & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 Parkway North Blvd Suite 200 | AddressLine1Txt |
| City | Deerfield | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | 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 | 465138494 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Western Wind Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JONATHAN R HOBBS | InCareOfNm |
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 8664035272 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 N West Street Suite 1200 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jonathan R Hobbs | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 3128223071 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kathy Kirchschlager | PreparerPersonNm |
| PTIN | P00523864 | PTIN |
| Phone | 8472055000 | PhoneNum |
| Preparation | 2025-11-17 | 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 | $4,113,262 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $37,936 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37,936 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $65,398 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,398 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $128,138 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $928,298 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $128,138 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $231,472 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $231,472 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $146,667 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $36,667 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $110,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $97,907 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $24,477 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $73,430 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,990 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,242 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,748 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $12 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $2,130 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $532 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,598 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,805 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,810 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,995 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $277,511 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85,740 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $191,771 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $349,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $349,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $626,761 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85,740 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $541,021 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$395,289 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $145,732 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $150 | CashBOYAmt |
| Cash EOY | $95,064 | CashEOYAmt |
| Cash EOYFMV | $95,064 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $256,864 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $262,266 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $262,266 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,159,970 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,694,622 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,027,932 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $892,574 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $862,317 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $728,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,309,558 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,914,269 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,113,262 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,154,747 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,154,747 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,154,811 | RetainedEarningBOYAmt |
| Retained Earning EOY | $759,522 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,309,558 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,914,269 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,309,558 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,914,269 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,309,558 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$395,289 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,914,269 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,914,269 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JP MORGAN X47276 | P | $105 | $0 | $105 | $105 |
| JP MORGAN X47276 | P | $192,107 | $189,058 | $3,049 | $3,049 |
| JP MORGAN X47276 | P | $736,086 | $611,102 | $124,984 | $124,984 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $128,138 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,026 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,026 | SubtotalAmt |
| Tax Based On Investment Income | $2,026 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,369 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,369 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,343 | OverpaymentAmt |
| Applied To ES Tax | $3,343 | 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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONATHAN R HOBBS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8664035272 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 N WEST STREET | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JEREMY HOBBS term 12122024 | |||||||||
| 1000 N WEST STREET | Suite 1200 | WILMINGTON | DE | 19801 | PRESIDENT/EXEC DIR/TREASURER | 35.0 | $146,667 | $0 | $0 |
| JoAnn Knoll term 12122024 | |||||||||
| 1000 N WEST STREET | Suite 1200 | WILMINGTON | DE | 19801 | Secretary | 1.0 | $0 | $0 | $0 |
| Jonathan R Hobbsas of 12122024 | |||||||||
| 1000 N WEST STREET | SUITE 1200 | WILMINGTON | DE | 19801 | Executive Director & Secretary | 35.0 | $0 | $0 | $0 |
| Victoria Willock AS OF 12122024 | |||||||||
| 1000 N WEST STREET | Suite 1200 | WILMINGTON | DE | 19801 | Treasurer | 3.0 | $0 | $0 | $0 |
| Bryan Irwin as of 12122024 | |||||||||
| 1000 N WEST STREET | SUITE 1200 | WILMINGTON | DE | 19801 | President | 3.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sidley Austin LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South Dearborn St | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Legal | ServiceTypeTxt |
| Compensation | $97,907 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,338,721 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $348,072 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $928,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,614,793 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,614,793 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,222 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,545,571 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $227,279 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $227,279 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,026 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,026 | TotalTaxAmt |
| Distributable Before Adj | $225,253 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $225,253 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $225,253 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $541,021 | 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 | $541,021 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $225,253 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $261,248 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $283,361 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $444,582 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $311,400 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $336,318 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,636,909 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $541,021 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $225,253 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $315,768 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,952,677 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $261,248 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,691,429 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $283,361 | ExcessFromYear4Amt |
| Excess From Year3 | $444,582 | ExcessFromYear3Amt |
| Excess From Year2 | $311,400 | ExcessFromYear2Amt |
| Excess From Year1 | $336,318 | ExcessFromYear1Amt |
| Excess From Current Year | $315,768 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | APPLICATIONS FOR WESTERN WIND FDN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 N West St Suite 1200 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8664035272 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF INTRODUCTION, COPY OF MOST RECENT FINANCIAL STATEMENTS, ORGANIZATIONAL BUDGET, PROPOSED PROJECT BUDGET, AND APPLICANT'S TAX EXEMPT LETTER FROM THE IRS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| The Chijnaya Foundation | ||||||
| 1717 E Vista Chino Rd A7-488 | Palm Springs | CA | 92262 | PC | Scholarships, Economic, and Water Projects | $25,000 |
| The Foundation for PSUSD | ||||||
| 333 S Farrell Drive | Palm Springs | CA | 92262 | PC | Program Grant- Education | $45,000 |
| Wishes for Whitley | ||||||
| PO Box 924 | Edwardsville | IL | 62025 | PC | Health Assistance | $3,500 |
| FIND Food Bank | ||||||
| 83775 Citrus Ave | Indio | CA | 92201 | PC | Food Assistance Programs | $50,000 |
| Inland Empire Community Foundation | ||||||
| 3700 6th St | Coachella | CA | 92236 | PC | Economic Development, Infrastructure Support, Community Development | $128,000 |
| Palm Springs Young Playwrights Festival | ||||||
| 1717 E Vista Chino A7 PMB 486 | Palm Springs | CA | 92262 | PC | PROGRAM GRANT - Education Arts/ Cultural | $10,000 |
| Desert Ensemble Theatre Company Inc | ||||||
| 457 N Palm Canyon Dr Ste C | Palm Springs | CA | 92262 | PC | Program Grant - Arts/Cultural | $2,500 |
| Desert Aids Project | ||||||
| 1695 N Sunrise Way | Palm Springs | CA | 92262 | PC | Program Grant - Health Community Development | $6,500 |
| Boys & Girls Club of Palm Springs | ||||||
| 450 S Sunrise Way | Palm Springs | CA | 92262 | PC | Education | $20,000 |
| Caravanserai Project | ||||||
| PO BOX 2486 | Palm Springs | CA | 92262 | PC | Economic Development and Education | $5,000 |
| Chicagoland Toys for Tots Motorcycle Parade | ||||||
| PO Box 388500 | Chicago | IL | 60638 | PC | Education | $6,000 |
| Broad Horizons Theatre Company Inc | ||||||
| PO Box 469 | New York City | NY | 10108 | PC | Program Grant - ARTS/CULTURAL | $2,500 |
| Capital & Main | ||||||
| 1910 W Sunset Blvd Ste 740 | Los Angeles | CA | 90026 | PC | Program Grant - Education | $12,500 |
| Maine Maritime Museum | ||||||
| 243 Washington Street | BATH | ME | 04530 | PC | Program Grant - education | $5,000 |
| Modern Men Coachella Valley Men's Chorus | ||||||
| 611 S Palm Canyon Dr Ste 7058 | Palm Springs | CA | 92264 | PC | Program Grant - ARTS/CULTURE | $2,500 |
| No Salt Sailing | ||||||
| 6141 S Meade Ave | Chicago | IL | 60638 | PC | Program grant - education | $250 |
| The LGBT Community Center of the Desert | ||||||
| 1301 N Palm Canyon Dr | Palm Springs | CA | 92262 | PC | Program grant - education | $15,000 |
| University of Southern California | ||||||
| University Park | Los Angeles | CA | 90089 | PC | Program grant - Education | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $349,250 | TotalGrantOrContriPdDurYrAmt |
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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,334 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $128,138 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $231,472 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $231,472 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,990 | Amt |
| Net Investment Income | $8,242 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,748 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN #74012 | $107,849 | $1,266,990 |
| JP MORGAN #47276 | $1,344,419 | $1,560,942 |
| DT- COMMON STOCK | $242,354 | $200,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DT NOTE | $422,222 | $345,187 |
| DT CONVERSION LOAN | $440,095 | $382,813 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $97,907 | LegalFeesAmt |
| Net Investment Income | $24,477 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $73,430 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $15,623 | $15,623 | $0 | $0 |
| INSURANCE | $3,476 | $0 | $0 | $3,476 |
| OFFICE EXPENSE | $691 | $172 | $0 | $519 |
| BANK FEES | $15 | $15 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $12 | Amt |
| Net Investment Income | $12 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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