WHATLEY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WHATLEY FOUNDATION (EIN 26-6700524)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201503209349103040
- Schema version
- 2014v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T15:56:06-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1145 BROADWAY PLAZA SUITE 900 | AddressLine1Txt |
| City | TACOMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 984023523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | J ANTHONY WHATLEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2063281420 | PhoneNum |
| Signature | 2015-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT BEST CPA | PreparerPersonNm |
| PTIN | P00177541 | PTIN |
| Phone | 2535727111 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,436,821 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $24,708 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,708 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,652 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,652 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $202,237 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,001,920 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $202,237 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $274,597 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $274,597 | 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 |
| Taxes Rev And Expnss | $5,807 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $107 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,831 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,103 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,638 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,210 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $123,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $123,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $163,588 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,210 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $123,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $111,009 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $256,387 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $749,703 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $320,810 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $320,810 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $60,000 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $827,541 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,361,274 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,626,020 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $368,952 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $466,329 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $489,991 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,006,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,148,413 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,436,821 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $29,600 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,600 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,006,196 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,118,813 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,006,196 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,118,813 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,006,196 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,148,413 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,006,196 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $111,009 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,608 | OtherIncreasesAmt |
| Subtotal | $2,118,813 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,118,813 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $601,897 | $472,482 | $129,415 | $129,415 |
| PUBLICLY TRADED SECURITIES | P | $400,023 | $327,201 | $72,822 | $72,822 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $202,237 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $98,696 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,192,590 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045013 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $88,232 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,978,139 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044604 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $85,695 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,866,753 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045906 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $86,807 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,729,325 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050197 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $22,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,699,489 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.013239 | DistributionYr5Rt |
| Total Distribution | 0.198959 | TotalDistributionRt |
| Average Distribution | 0.039792 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,430,381 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $96,710 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,564 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $99,274 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $123,950 | 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 | $2,564 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,564 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,564 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,160 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $16 | EsPenaltyAmt |
| Overpayment | $1,580 | OverpaymentAmt |
| Applied To ES Tax | $1,580 | 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 | 0 | 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 | J ANTHONY WHATLEY | IndividualWithBooksNm |
| Phone | 2063281420 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| JULIAN ANTHONY WHATLEY III | ||||||||
| 615 HILLSIDE DR E | SEATTLE | WA | 98112 | TRUSTEE | 5.00 | $0 | $15,692 | $0 |
| LINDA V WHATLEY | ||||||||
| 615 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 | $2,067,339 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $400,053 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,467,392 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,467,392 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,011 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,430,381 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $121,519 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $121,519 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,564 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,564 | TotalTaxAmt |
| Distributable Before Adj | $118,955 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $118,955 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $118,955 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $123,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $123,950 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,564 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $121,386 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,955 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $332 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $332 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $123,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $118,955 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,995 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,327 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,327 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $332 | ExcessFromYear4Amt |
| Excess From Current Year | $4,995 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JULIAN ANTHONY WHATLEY III | ContributingManagerNm |
| 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 | 615 HILLSIDE DR E | AddressLine1Txt |
| City | SEATLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2063281420 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONLY FOR QUALIFIED 501(C)3 ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARBORETUM FOUNDATION | ||||||||
| 2300 ARBORETUM DRIVE EAST | SEATTLE | WA | 98112 | NONE | 501(C)3 | SOCIAL SERVICE | $250 | |
| ARCS | ||||||||
| PMB 429 4616 25TH AVE NE | SEATTLE | WA | 98105 | NONE | 501(C)3 | EDUCATION | $5,000 | |
| ARTSFUND | ||||||||
| PO BOX 19780 10 HARRISON ST STE 200 | SEATTLE | WA | 98109 | NONE | 501(C)3 | EDUCATION | $2,000 | |
| BETHANY COMMUNITY CHURCH | ||||||||
| 8023 GREEN LAKE DR N | SEATTLE | WA | 98103 | NONE | 501(C)3 | SOCIAL SERVICE | $6,000 | |
| BEST BUDDIES FRIENDSHIP WALK | ||||||||
| 1133 AVENUE OF THE AMERICAS SUITE | NEW YORK | NY | 10036 | NONE | 501(C)3 | SOCIAL SERVICE | $500 | 3110 |
| DISCOVERY INSTITUTE | ||||||||
| 208 COLUMBIA STREET | SEATTLE | WA | 98104 | NONE | 501(C)3 | CONSERVATIVE & POLITICAL | $1,000 | |
| DIVINE ALTERNATIVES FOR DADS SERVICES | ||||||||
| 1200 FIFTH AVE STE 1300 | SEATTLE | WA | 98101 | NONE | 501(C)3 | SOCIAL SERVICE | $2,000 | |
| EARL PALMER MINISTRIES | ||||||||
| 4000 NE 41ST ST | SEATTLE | WA | 98105 | NONE | 501(C)3 | SOCIAL SERVICE | $10,000 | |
| EMORY IMPACT INVESTING | ||||||||
| 965 MISSION STREET 6TH FLOOR | SAN FRANCISCO | CA | 94103 | NONE | 501(C)3 | EDUCATION | $1,000 | |
| EMORY UNIVERSITY | ||||||||
| 201 DOWMAN DR | ATLANTA | GA | 30322 | NONE | 501(C)3 | EDUCATION | $5,000 | |
| EPIPHANY SCHOOL | ||||||||
| 3611 EAST DENNY WAY | SEATTLE | WA | 98122 | NONE | 501(C)3 | EDUCATION | $1,000 | |
| GEORGIA TECH FOUNDATION | ||||||||
| 190 NORTH AVE | ATLANTA | GA | 30313 | NONE | 501(C)3 | EDUCATION | $1,000 | |
| GLOBAL PARTNERSHIPS | ||||||||
| 1932 FIRST AVE SUITE 400 | SEATTLE | WA | 98101 | NONE | 501(C)3 | SOCIAL SERVICE | $1,000 | |
| GRASSROOT SOCCER | ||||||||
| PO BOX 712 | NORWICH | VT | 05055 | NONE | 501(C)3 | SOCIAL SERVICES | $300 | |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20002 | NONE | 501(C)3 | POLITICAL | $2,500 | |
| LAKESIDE SCHOOL | ||||||||
| 14050 1ST AVENEUE NE | SEATTLE | WA | 98125 | NONE | 501(C)3 | EDUCATION | $2,000 | |
| MEMORIAL SLOAN-KETTERING | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | 501(C)3 | SOCIAL SERVICE | $250 | |
| MOHAI | ||||||||
| 860 TERRY AVENUE NORTH | SEATTLE | WA | 98108 | NONE | 501(C)3 | SOCIAL SERVICE | $250 | |
| NATURE CONSERVANCY | ||||||||
| 8 S MICHIGAN AVE 900 | CHICAGO | IL | 60603 | NONE | 501(C)3 | SOCIAL SERVICE | $10,000 | |
| NORTHWEST LITERACY FOUNDATION | ||||||||
| PO BOX 3514 | SEATTLE | WA | 98124 | NONE | 501(C)3 | EDUCATION | $1,150 | |
| PATH | ||||||||
| PO BOX 900922 | SEATTLE | WA | 98109 | NONE | 501(C)3 | SOCIAL SERVICE | $5,000 | |
| PLYMOUTH HOUSING GROUP | ||||||||
| 2113 THIRD AVENUE | SEATTLE | WA | 98121 | NONE | 501(C)3 | SOCIAL SERVICES | $19,000 | |
| PRINCETON UNIVERSITY | ||||||||
| 330 ALEXANDER STREET | PRINCETON | NJ | 08542 | NONE | 501(C)3 | EDUCATION | $1,500 | |
| RAINIER SCHOLARS | ||||||||
| 2100 24TH AVE S STE 360 | SEATTLE | WA | 98144 | NONE | 501(C)3 | EDUCATION | $1,000 | |
| RECOVERY CAFE | ||||||||
| 2022 BOREN AVENUE | SEATTLE | WA | 98121 | NONE | 501(C)3 | EDUCATION | $2,000 | |
| SAMA | ||||||||
| 18 WEST MERCER STREET SUITE 370 | SEATTLE | WA | 98119 | NONE | 501(C)3 | SOCIAL SERVICE | $1,000 | |
| SEATTLE ART MUSEUM | ||||||||
| 1300 1ST AVENUE | SEATTLE | WA | 98101 | NONE | 501(C)3 | ARTS | $1,100 | |
| SEATTLE PACIFIC UNIVERSITY | ||||||||
| 3307 THIRD AVENUE WEST SUITE 304 | SEATTLE | WA | 98119 | NONE | 501(C)3 | EDUCATION | $250 | |
| SOCIETY OF ST VINCENT DE PAUL | ||||||||
| 5950 FOURTH AVUENE SOUTH | SEATTLE | WA | 98108 | NONE | 501(C)3 | SOCIAL SERVICE | $5,000 | |
| TELIOS | ||||||||
| PMB 502 4616 25TH AVE NE | SEATTLE | WA | 98105 | NONE | 501(C)3 | SOCIAL SERVICE | $5,000 | |
| THE RIVER FUND | ||||||||
| 89-11 LEFFERTS BLVD | RICHMOND HILL | NY | 11418 | NONE | 501(C)3 | SOCIAL SERVICE | $1,400 | |
| TOUCH FOUNDATION | ||||||||
| 875 3RD AVENUE 5TH FLOOR | NEW YORK | NY | 10022 | NONE | 501(C)3 | SOCAIL SERVICE | $300 | |
| TREEHOUSE | ||||||||
| 2100 24TH AVE S STE 200 | SEATTLE | WA | 98144 | NONE | 501(C)3 | SOCIAL SERVICE | $10,000 | |
| UNITED WAY | ||||||||
| 720 2ND AVE | SEATTLE | WA | 98104 | NONE | 501(C)3 | SOCIAL SERVICE | $2,000 | |
| UNIVERSITY OF MONTANA FOUNDATION | ||||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | NONE | 501(C)3 | EDUCATION | $1,500 | |
| UNIVERSITY PRESBYTERIAN CHURCH | ||||||||
| 4540 15TH AVE NE | SEATTLE | WA | 98105 | NONE | 501(C)3 | SOCIAL SERVICE | $6,200 | |
| WASHINGTON WOMEN'S FOUNDATION | ||||||||
| 2100 24TH AVE S 330 | SEATTLE | WA | 98144 | NONE | 501(C)3 | SOCIAL SERVICE | $2,500 | |
| WESTMINSTER SCHOOLS | ||||||||
| 1424 WEST PACES FERRY ROAD NW | ATLANTA | GA | 30327 | NONE | 501(C)3 | EDUCATION | $1,000 | |
| WILLIAM D RUCKELSHAUS CENTER FOUNDATION | ||||||||
| 121 HULBERT HALL | PULLMAN | WA | 99164 | NONE | 501(C)3 | SOCIAL SERVICE | $2,500 | |
| WOUNDED WARRIOR | ||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | 501(C)3 | SOCIAL SERVICE | $2,000 | |
| YOUTHCARE | ||||||||
| 2500 NE 54TH STREET SUITE 100 | SEATTLE | WA | 98105 | NONE | 501(C)3 | SOCIAL SERVICE | $500 | |
| YWCA | ||||||||
| 1118 FIFTH AVENUE | SEATTLE | WA | 98101 | NONE | 501(C)3 | SOCIAL SERVICE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $123,950 | 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 | $24,708 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,652 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $202,237 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $274,597 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $274,597 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DAVITA HEALTHCARE | $77,712 | $79,500 |
| US BANCORP PFD | $50,998 | $54,240 |
| GATX CORP MAKE WHOLE 08.75000% | $0 | $0 |
| SOUTHWEST AIRLINES NTS 5.750% | $62,853 | $70,230 |
| EXPEDIA INCE | $104,760 | $111,747 |
| INTL GAME | $50,307 | $50,360 |
| LEUCADIA NATL CORP | $50,199 | $51,206 |
| PUERTO RICO PUB | $69,500 | $72,708 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALIBABA GROUP HLGS | $95,022 | $103,940 |
| ANADARKO PETROLEUM CORP | $0 | $0 |
| ANNALY CAP MGMT | $51,050 | $54,050 |
| APPLE INC | $98,398 | $154,532 |
| AT&T INCORPORATED | $100,649 | $100,770 |
| BOEING CO | $74,979 | $97,485 |
| CAPSTEAD MTG | $48,916 | $49,120 |
| CHEVRON CORP | $0 | $0 |
| CISCO SYSTEMS | $91,722 | $101,525 |
| CONOCOPHILLIPS | $42,207 | $51,795 |
| CORNING INC | $0 | $0 |
| DAVITA HEALTHCARE | $64,690 | $75,740 |
| DOLLAR GENERAL CO | $52,521 | $53,025 |
| GENERAL ELECTRIC CO | $45,540 | $0 |
| GOOGLE INC CL A | $20,195 | $39,800 |
| GOOGLE INC CL C | $47,195 | $65,800 |
| INTERNATIONAL PAPER | $97,650 | $107,160 |
| KINDER MORGAN ENERGY PARTNERS LP | $0 | $0 |
| KINDER MORGAN INCORPORATED | $32,087 | $102,390 |
| KOHL'S CORP | $0 | $0 |
| KRAFT FOODS INC CL A | $0 | $0 |
| LILLY ELI & CO | $0 | $0 |
| LORILLARD INC | $49,289 | $62,940 |
| MERCK & COMPANY INC NEW | $54,450 | $70,988 |
| METLIFE INC | $55,125 | $81,135 |
| NATIONAL OILWELL | $59,804 | $55,701 |
| PHILIP MORRIS INTL INC COM | $81,783 | $97,740 |
| SILVER WHEATON CORP | $0 | $0 |
| TOYOTA MOTOR | $98,002 | $100,384 |
| WESTERN GAS PARTNERS LTD | $0 | $0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $18,139 | $18,103 | $0 |
| EMPLOYEE BENEFIT | $15,692 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $1,608 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $107 | $107 | $0 |
| INCOME TAXES | $5,700 | $0 | $0 |
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