WHATLEY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: WHATLEY FOUNDATION (EIN 26-6700524)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-08-28
IRS object ID: 201312409349100706
Schema version: 2012v2.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-08-28T17:38:24-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	420714325	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MCGLADREY LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1145 BROADWAY PLAZA SUITE 900	AddressLine1
City	TACOMA	City
State	WA	State
ZIP Code	984023523	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	266700524	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	WHATLEY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	WHAT	NameControl
Phone	2063281420	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	830 HILLSIDE DRIVE E	AddressLine1
City	SEATTLE	City
State	WA	State
ZIP Code	98112	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	J ANTHONY WHATLEY	Name
Title	TRUSTEE	Title
Phone	2063281420	Phone
Date Signed	2013-08-06	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	ROBERT BEST CPA	Name
PTIN	P00177541	PTIN
Phone	2535727111	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	X	AddressChange
Exempt PF	X	ExemptPF
FMV Assets EOY	2025751	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	16574	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	16574	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	56919	DividendsRevAndExpnss
Dividends Net Invst Incm	56919	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	176254	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	754511	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	176254	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	249747	TotalRevenueAndExpenses
Total Net Investment Income	249747	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	6613	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	0	AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss	942	TaxesRevAndExpnss
Taxes Net Invst Incm	942	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	11974	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	11974	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	19529	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	12916	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	90600	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	90600	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	110129	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	12916	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	90600	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	139618	ExcessOfRevenueOverExpenses
Net Investment Income	236831	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	94915	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	8413	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	8413	SavingsAndTempCashInvstEOYFMV
Receivables From Officers EOY	719	ReceivablesFromOfficersEOY
Receivables From Officers EOYFMV	719	ReceivablesFromOfficersEOYFMV
Investments Govt Oblig BOY	60000	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	60000	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	67658	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	1288750	InvestmentsCorpStockBOY
Investments Corp Stock EOY	1514151	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	1768282	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	157056	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	157056	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	180679	InvestmentsCorpBondsEOYFMV
Total Assets BOY	1600721	TotalAssetsBOY
Total Assets EOY	1740339	TotalAssetsEOY
Total Assets EOYFMV	2025751	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	0	CapitalStockBOY
Capital Stock EOY	0	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	1600721	RetainedEarningsBOY
Retained Earnings EOY	1740339	RetainedEarningsEOY
Total Net Assets BOY	1600721	TotalNetAssetsBOY
Total Net Assets EOY	1740339	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1600721	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1740339	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1600721	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	139618	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	1740339	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	1740339	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (17 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
725 SH KIMBERLY CLARK CORP	P	2011-02-28	2012-01-25	51970	47710	4260	4260
850 SH KIMBERLY CLARK CORP	P	2010-08-24	2012-01-25	60930	55120	5810	5810
3000 SH WASTE MANAGEMENT INC	P	2011-09-20	2012-09-14	101951	94908	7043	7043
4100 SH WINDSTREAM CORPORATION	P	2012-03-01	2012-09-20	44570	49288	-4718	-4718
1375 SH GLAXO SMITHKLINE SPONSORED PLC	P	2011-03-24	2012-11-06	61587	51862	9725	9725
25 SH GOOGLE INC	P	2011-04-28	2012-10-05	19252	13442	5810	5810
3000 SH ALTRIA GROUP INC	P	2009-11-10	2012-03-16	90118	57548	32570	32570
425 SH BCE INC	P	2010-03-23	2012-08-07	18305	12792	5513	5513
1000 SH BRISTOL MYERS SQUIBB CO	P	2009-03-26	2012-06-26	34619	20998	13621	13621
1000 SH BRISTOL MYERS SQUIBB CO	P	2009-03-26	2012-08-07	32569	20999	11570	11570
1250 SH INTEL CORP	P	2010-07-29	2012-03-01	33664	26272	7392	7392
500 SH KRAFT FOODS INC	P	2010-06-24	2012-03-01	19065	14645	4420	4420
225 SH KRAFT FOODS INC	P	2010-08-24	2012-08-07	9180	6590	2590	2590
750 SH MICROSOFT CORP	P	2009-10-07	2012-03-01	24120	18742	5378	5378
2500 SH MONDELEZ INTERNATIONAL INC	P	2010-08-24	2012-11-12	65113	49244	15869	15869
750 SH PHILIP MORRIS INTL	P	2009-03-26	2012-03-16	64521	28575	35946	35946
250 SH PHILIP MORRIS INTL	P	2009-03-26	2012-08-07	22977	9522	13455	13455

Field	Value	IRS element (for citing)
Capital Gain Net Income	176254	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	85695	QualifyingDistributionsYear1
Noncharitable Assets Year1	1866753	NoncharitableAssetsYear1
Distribution Ratio Year1	0.045906	DistributionRatioYear1
Qualifying Distributions Year2	86807	QualifyingDistributionsYear2
Noncharitable Assets Year2	1729325	NoncharitableAssetsYear2
Distribution Ratio Year2	0.050197	DistributionRatioYear2
Qualifying Distributions Year3	22500	QualifyingDistributionsYear3
Noncharitable Assets Year3	1699489	NoncharitableAssetsYear3
Distribution Ratio Year3	0.013239	DistributionRatioYear3
Qualifying Distributions Year4	45800	QualifyingDistributionsYear4
Noncharitable Assets Year4	1133444	NoncharitableAssetsYear4
Distribution Ratio Year4	0.040408	DistributionRatioYear4
Total Distribution Ratio	0.149750	TotalDistributionRatio
Average Distribution Ratio	0.037438	AverageDistributionRatio
Net Noncharitable Assets	1978139	NetNoncharitableAssets
Adjusted Noncharitable Assets	74058	AdjustedNoncharitableAssets
One Percent Net Investment Income	2368	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	76426	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	90600	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	2368	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	2368	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	2368	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	255	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	400	TaxPaidWithExtension
Total Credits And Payments	655	TotalCreditsAndPayments
Penalty For Underpayment	5	PenaltyForUnderpayment
Tax Due	1718	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	WA	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	J ANTHONY WHATLEY	BooksInCareOfPersonName
Books In Care Of Phone Number	2063281420	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	615 HILLSIDE DR E	AddressLine1
City	SEATTLE	City
State	WA	State
ZIP Code	98112	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
JULIAN ANTHONY WHATLEY III
615 HILLSIDE DR E	SEATTLE	WA	98112	TRUSTEE	5.00	0	0	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 Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	1934649	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	73614	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	2008263	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	2008263	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	30124	CashDeemedCharitable
Net Noncharitable Assets	1978139	NetNoncharitableAssets
Minimum Investment Return	98907	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	98907	MinimumInvestmentReturn
Tax Based On Investment Income	2368	TaxBasedOnInvestmentIncome
Total Tax	2368	TotalTax
Distributable Amount Before Adj	96539	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	96539	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	96539	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	90600	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	90600	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	2368	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	88232	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	96539	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year3	5170	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	3727	ExcessDistriCarryoverYear2
Total Excess Distri Carryover	8897	TotalExcessDistriCarryover
Qualifying Distributions	90600	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	90600	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	5939	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	5939	ExcessDistriCyovAppliedCY
Total Corpus	2958	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	2958	ExcessDistriCyovToNextYear
Excess From Year2	2958	ExcessFromYear2

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	JULIAN ANTHONY WHATLEY III	ContributingManager
Contributing Manager	LINDA V WHATLEY	ContributingManager

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	WHATLEY FOUNDATION	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	615 HILLSIDE DR E	AddressLine1
City	SEATLE	City
State	WA	State
ZIP Code	98112	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	2063281420	RecipientPhoneNumber
Form And Info And Materials	NO SPECIFIC FORM	FormAndInfoAndMaterials
Submission Deadlines	NO SUBMISSION DEADLINE	SubmissionDeadlines
Restrictions On Awards	ONLY FOR QUALIFIED 501(C)3 ORGANIZATIONS.	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (45 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
AGROS
2225 4TH AVE 2ND FLOOR	SEATTLE	WA	98121	NONE	501(C)3	SOCIAL SERVICE	$1,000
AMERICA'S FOUNDATION FOR CHESS
11120 NE 33RD PLACE STE 105	BELLEVUE	WA	98004	NONE	501(C)3	EDUCATION	$1,000
ARCS
PMB 429 4616 25TH AVE NE	SEATTLE	WA	98105	NONE	501(C)3	EDUCATION	$7,500
ARTSFUND
PO BOX 19780 10 HARRISON ST STE 200	SEATTLE	WA	98109	NONE	501(C)3	EDUCATION	$2,500
AUDUBON
200 TRILLIUM LANE	ALBANY	NY	12203	NONE	501(C)3	ENVIRONMENT	$750
CRISIS CLINIC
9725 3RD AVENUE NE SUITE 300	SEATTLE	WA	98115	NONE	501(C)3	SOCIAL SERVICE	$500
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
PO BOX 85117	SEATTLE	WA	98145	NONE	501(C)3	MINISTRY	$10,000
EPIPHANY SCHOOL
3611 EAST DENNY WAY	SEATTLE	WA	98122	NONE	501(C)3	EDUCATION	$1,500
FORTUNE SOCIETY
29-76 NORTHERN BLVD	LONG ISLAND CITY	NY	11101	NONE	501(C)3	SOCIAL SERVICES	$175
HERITAGE FOUNDATION
214 MASSACHUSETTS AVENUE NE	WASHINGTON	DC	20002	NONE	501(C)3	POLITICAL	$1,000
INNOCENCE PROJECT
40 WORTH STREET SUITE 701	NEW YORK	NY	10013	NONE	501(C)3	MISC.	$300
JUBILEE WOMEN CENTER
620 18TH AVENUE EAST	SEATTLE	WA	98112	NONE	501(C)3	SOCIAL SERVICE	$500
LAKESIDE SCHOOL
14050 1ST AVENEUE NE	SEATTLE	WA	98125	NONE	501(C)3	EDUCATION	$5,000
MEMORIAL SLOAN-KETTERING
633 THIRD AVENUE 28TH FLOOR	NEW YORK	NY	10017	NONE	501(C)3	MISC.	$100
NAVY SEAL FOUNDATION
1619 D STREET BLDG 5326	VIRGINIA BEACH	VA	23459	NONE	501(C)3	MISC.	$250
NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BLVD	BRONX	NY	10458	NONE	501(C)3	CONSERVATION, EDUCATION AND SCIENTIFIC RESEARCH	$300
NEW YORK PUBLIC LIBRARY
RM 73 FIFTH AVE AND 42ND STREET	NEW YORK	NY	10018	NONE	501(C)3	EDUCATION	$725
NEW YORK ROAD RUNNERS
9 EAST 89TH STREET	NEW YORK	NY	10128	NONE	501(C)3	MISC.	$100
NICARAGUA EDUCATION FUND
230 NE 140TH STREET	SEATTLE	WA	98125	NONE	501(C)3	INTERNATIONAL	$1,000
PATH WITH ART
117 EAST LOUISA STREET BOX 236	SEATTLE	WA	98102	NONE	501(C)3	EDUCATION	$1,000
PLYMOUTH HOUSING GROUP
2113 THIRD AVENUE	SEATTLE	WA	98121	NONE	501(C)3	SOCIAL SERVICES	$13,000
PRINCETON UNIVERSITY
330 ALEXANDER STREET	PRINCETON	NJ	08542	NONE	501(C)3	EDUCATION	$3,500
RECOVERY CAFE
2022 BOREN AVENUE	SEATTLE	WA	98121	NONE	501(C)3	EDUCATION	$1,500
RICHARD'S RWANDA
PO BOX 22231	SEATTLE	WA	98122	NONE	501(C)3	INTERNATIONAL	$500
RIVER FUND NEW YORK
89-11 LEFFERTS BLVD	RICHMOND HILL	NY	11418	NONE	501(C)3	ENVIRONMENT	$200
ROBIN HOOD NYC
826 BROADWAY 7TH FLOOR	NEW YORK	NY	10003	NONE	501(C)3	SOCIAL SERVICES	$250
RYTHER CHILD CARE LEAGUE
2400 NE 95TH STREET	SEATTLE	WA	98115	NONE	501(C)3	SOCIAL SERVICES	$500
SEATTLE ART MUSEUM
1300 1ST AVENUE	SEATTLE	WA	98101	NONE	501(C)3	ARTS	$600
SEATTLE CHILDREN'S HOME
2142 10TH AVENUE WEST	SEATTLE	WA	98119	NONE	501(C)3	SOCIAL SERVICE	$500
SOCIETY OF ST VINCENT DE PAUL
5950 FOURTH AVUENE SOUTH	SEATTLE	WA	98108	NONE	501(C)3	SOCIAL SERVICE	$5,000
TELEIOS
PMB 502 4616 25TH AVE NE	SEATTLE	WA	98105	NONE	501(C)3	SOCIAL SERVICE	$6,000
TOUCH FOUNDATION
PO BOX 1420	NEW YORK	NY	10150	NONE	501(C)3	INTERNATIONAL	$200
TREEHOUSE
2100 24TH AVE S STE 200	SEATTLE	WA	98144	NONE	501(C)3	SOCIAL SERVICE	$10,000
UNIVERSITY OF MONTANA FOUNDATION
PO BOX 7159	MISSOULA	MT	59807	NONE	501(C)3	EDUCATION	$1,500
UNIVERSITY OF WASHINGTON FOUNDATION
BOX 359505	SEATTLE	WA	98195	NONE	501(C)3	EDUCATION	$1,000
WASHINGTON POLICY CENTER
PO BOX 3643	SEATTLE	WA	98124	NONE	501(C)3	POLITICAL	$1,000
WASHINGTON WOMEN'S FOUNDATION
2100 24TH AVE S 330	SEATTLE	WA	98144	NONE	501(C)3	SOCIAL SERVICE	$3,500
WATER FIRST
1904 3RD AVENUE SUITE 1012	SEATTLE	WA	98101	NONE	501(C)3	SOCIAL SERVICE	$500
WESTMINSTER SCHOOLS
1424 WEST PACES FERRY ROAD NW	ATLANTA	GA	30327	NONE	501(C)3	EDUCATION	$1,000
WOODLAND PARK ZOO
601 N 59TH STREET	SEATTLE	WA	98103	NONE	501(C)3	CONSERVATION AND EDUCATION	$500
WORLD EDUCATION AND DEVELOPMENT FUND
915 BROADWAY SUITE 1108	NEW YORK	NY	10010	NONE	501(C)3	INTERNATIONAL	$150
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)
Tot Grant Or Contri Paid During Year	90600	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$16,574	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$56,919	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$176,254	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$249,747	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	249747	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$6,613	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (3 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
AMERICAN EXPRESS CR CORP MTNBE	48500	52148
GATX CORP MAKE WHOLE 08.75000%	49975	55021
SOUTHWEST AIRLINES NTS 5.750%	58581	73510

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (23 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
APPLE INC	66382	66522
BCE INC COM	37624	53675
BOEING CO	54209	56520
BRISTOL MYERS SQUIBBE	48936	65180
CHEVRON CORP	74079	102733
CONOCOPHILLIPS	69606	72488
CORNING INC	64995	63100
FORD MTR CO DEL COM	96177	97125
GENERAL ELECTRIC CO	50600	52475
GOOGLE INC CL A	67208	88423
INTEL CORP	106292	103100
JOHNSON & JOHNSON	96718	122675
JOHNSON CONTROLS INC	53198	61340
KINDER MORGAN ENERGY PARTNERS LP	41908	79790
KRAFT FOODS INC CL A	108482	122769
LILLY ELI & CO	49335	73980
MCDONALDS CORP	50117	47633
MICROSOFT CORP	89897	86804
PHILIP MORRIS INTL INC COM	49287	83640
PHILLIPS 66	34243	53100
SCHWAB CHARLES CORP	98450	107700
TOTAL S.A.	55410	52010
US BANCORP PFD	50998	55500

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	0	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	0	USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val	60000	StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV	67658	StateLocalSecuritiesEOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	INVESTMENT FEES	Description
Revenue And Expenses Per Books	11974	RevenueAndExpensesPerBooks
Net Investment Income	11974	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	FOREIGN TAX	Category
Amount	$942	Amount
Net Investment Income	942	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

WHATLEY FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (17 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (45 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (3 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (23 entries)

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Taxes Schedule TaxesSchedule

Taxes Taxes

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