WHATLEY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WHATLEY FOUNDATION (EIN 26-6700524)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-28
- IRS object ID
- 201221809349100302
- Schema version
- 2011v1.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-28T10:00:50-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 615 HILLSIDE DR 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 | 2012-06-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES KEESLAR DIRECTOR | Name |
| PTIN | P00000843 | PTIN |
| Phone | 2535727111 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1963729 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 550 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 14163 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 14163 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 55719 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 55719 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 3322 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 409807 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3322 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 73754 | TotalRevenueAndExpenses |
| Total Net Investment Income | 73204 | 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 | 6200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 4101 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1501 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 11177 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 11177 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 21478 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 12678 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 86300 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 86300 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 107778 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 12678 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 86300 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -34024 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 60526 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 765 | CashBOY |
| Cash EOY | 1365 | CashEOY |
| Cash EOYFMV | 1365 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 196707 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 93550 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 93550 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 0 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 60000 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 66031 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1278297 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1288750 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1619691 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 157056 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 157056 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 183092 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 1920 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 1634745 | TotalAssetsBOY |
| Total Assets EOY | 1600721 | TotalAssetsEOY |
| Total Assets EOYFMV | 1963729 | 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 | 1634745 | RetainedEarningsBOY |
| Retained Earnings EOY | 1600721 | RetainedEarningsEOY |
| Total Net Assets BOY | 1634745 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1600721 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1634745 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1600721 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1634745 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -34024 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1600721 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1600721 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 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 |
|---|---|---|---|---|---|---|---|
| 3000 SH ANNALY CAP MGT INC | P | 2010-04-12 | 2011-08-05 | 52319 | 51325 | 994 | 994 |
| 150 SH CHEVRON CORP | P | 2010-04-08 | 2011-04-12 | 15612 | 11697 | 3915 | 3915 |
| 1500 SH MERCK & CO | P | 2010-05-05 | 2011-03-24 | 49065 | 52814 | -3749 | -3749 |
| 2000 SH PATRIOT COAL CORP | P | 2011-03-24 | 2011-04-26 | 51722 | 50838 | 884 | 884 |
| 750 SH PEABODY ENERGY CORP | P | 2011-03-24 | 2011-04-26 | 48743 | 54366 | -5623 | -5623 |
| 1675 SH TOTAL ADR EACH REP 10RD SHS EUR | P | 2010-12-09 | 2011-09-20 | 74304 | 93222 | -18918 | -18918 |
| 2500 SH VERIZON COMMUNICATIONS | P | 2009-06-18 | 2011-01-06 | 90709 | 70121 | 20588 | 20588 |
| 750 SH VERIZON COMMUNICATIONS | P | 2010-08-26 | 2011-01-06 | 27213 | 22102 | 5111 | 5111 |
| CAPITAL GAINS DIVIDENDS | P | 120 | 120 | 120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3322 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 86807 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1729325 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.050197 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 22500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1699489 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.013239 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 45800 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1133444 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.040408 | DistributionRatioYear3 |
| Total Distribution Ratio | 0.103844 | TotalDistributionRatio |
| Average Distribution Ratio | 0.034615 | AverageDistributionRatio |
| Net Noncharitable Assets | 1866753 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 64618 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 605 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 65223 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 86300 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 605 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 605 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 605 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 860 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 860 | TotalCreditsAndPayments |
| Overpayment | 255 | Overpayment |
| Amount Credited To Next Year | 255 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 1740019 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 155162 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1895181 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1895181 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 28428 | CashDeemedCharitable |
| Net Noncharitable Assets | 1866753 | NetNoncharitableAssets |
| Minimum Investment Return | 93338 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 93338 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 605 | TaxBasedOnInvestmentIncome |
| Total Tax | 605 | TotalTax |
| Distributable Amount Before Adj | 92733 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 92733 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 92733 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 86300 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 86300 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 605 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 85695 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 92733 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 11603 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 3727 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 15330 | TotalExcessDistriCarryover |
| Qualifying Distributions | 86300 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 86300 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 6433 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 6433 | ExcessDistriCyovAppliedCY |
| Total Corpus | 8897 | 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 | 8897 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 5170 | ExcessFromYear2 |
| Excess From Year1 | 3727 | ExcessFromYear1 |
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 (34 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 | $5,000 |
| ALLIANCE FOR EDUCATION | |||||||
| 509 OLIVE WAY SUITE 500 | SEATTLE | WA | 98101 | NONE | 501(C)3 | EDUCATION | $500 |
| 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 |
| CHILD HOPE | |||||||
| 19000 HUBBARD DRIVE SUITE 264 | DEARBORN | MI | 48126 | NONE | 501(C)3 | SOCIAL SERVICE | $500 |
| CHILDREN'S HOME SOCIETY | |||||||
| PO BOX 15190 | SEATTLE | WA | 98115 | NONE | 501(C)3 | SOCIAL SERVICE | $500 |
| CRISIS CLINIC | |||||||
| 9725 3RD AVENUE NE SUITE 300 | SEATTLE | WA | 98115 | NONE | 501(C)3 | SOCIAL SERVICE | $500 |
| DIVINE ALTERNATIVES FOR DADS SERVICES | |||||||
| 1200 FIFTH AVE STE 1300 | SEATTLE | WA | 98101 | NONE | 501(C)3 | SOCIAL SERVICE | $2,000 |
| DISCOVERY INSTITUTE | |||||||
| 208 COLUMBIA STREET | SEATTLE | WA | 98104 | NONE | 501(C)3 | EDUCATION | $1,000 |
| 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 | $1,000 |
| GEORGIA TECH | |||||||
| 225 NORTH AVENUE NW | ATLANTA | GA | 30332 | NONE | 501(C)3 | EDUCATION | $1,000 |
| GLOBAL PARTNERSHIP | |||||||
| 909 NE BOAT STREET STE 200 | SEATTLE | WA | 98105 | NONE | 501(C)3 | SOCIAL SERVICE | $1,000 |
| JUBILEE WOMEN CENTER | |||||||
| 620 18TH AVENUE EAST | SEATTLE | WA | 98112 | NONE | 501(C)3 | SOCIAL SERVICE | $500 |
| LAKESIDE ANNUAL FUND | |||||||
| 14050 1ST AVENEUE NE | SEATTLE | WA | 98125 | NONE | 501(C)3 | EDUCATION | $5,000 |
| NATURE CONSERVANCY | |||||||
| 120 UNION AVENUE SE | OLYMPIA | WA | 98501 | NONE | 501(C)3 | PROTECT NATURAL RESOURCES | $500 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | NONE | 501(C)3 | CONSERVATION, EDUCATION AND SCIENTIFIC RESEARCH | $350 |
| NEW YORK PUBLIC LIBRARY | |||||||
| RM 73 FIFTH AVE AND 42ND STREET | NEW YORK | NY | 10018 | NONE | 501(C)3 | EDUCATION | $200 |
| PATH CATALYST FUND | |||||||
| PO BOX 900922 | SEATTLE | WA | 98109 | NONE | 501(C)3 | MEDICAL | $1,000 |
| PATH OF ART | |||||||
| 117 EAST LOUISA STREET BOX 236 | SEATTLE | WA | 98102 | NONE | 501(C)3 | EDUCATION | $500 |
| 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 | $11,000 |
| SEATTLE FOUNDATION | |||||||
| 1200 FIFTH AVE STE 1300 | SEATTLE | WA | 98101 | NONE | 501(C)3 | SOCIAL SERVICE | $2,000 |
| 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 |
| TREEHOUSE | |||||||
| 2100 24TH AVE S STE 200 | SEATTLE | WA | 98144 | NONE | 501(C)3 | SOCIAL SERVICE | $9,500 |
| UNIVERSITY OF MONTANA FOUNDATION | |||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | NONE | 501(C)3 | EDUCATION | $1,000 |
| UNIVERSITY OF PRESBYTERIAN CHURCH | |||||||
| 4540 15TH AVE NE | SEATTLE | WA | 98105 | NONE | 501(C)3 | EDUCATION | $5,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||
| BOX 359505 | SEATTLE | WA | 98195 | NONE | 501(C)3 | EDUCATION | $250 |
| 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 |
| YOUTHCARE | |||||||
| 2500 NE 54TH STREET SUITE 100 | SEATTLE | WA | 98105 | NONE | 501(C)3 | SOCIAL SERVICE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 86300 | 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 | $14,163 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $55,719 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,322 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $73,204 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 73204 | 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 | $6,200 | 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 | 54245 |
| GATX CORP MAKE WHOLE 08.75000% | 49975 | 56742 |
| SOUTHWEST AIRLINES NTS 5.750% | 58581 | 72105 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (16 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ALTRIA GROUP INC | 57548 | 88950 |
| BCE INC COM | 50415 | 69797 |
| BRISTOL MYERS SQUIBBE | 90933 | 140960 |
| CHEVRON CORP | 74079 | 101080 |
| FORD MTR CO DEL COM | 96177 | 80700 |
| GLAXOSMITHKLINE ADR EACH CNV | 51862 | 62741 |
| GOOGLE INC CL A | 80650 | 96885 |
| INTEL CORP | 103616 | 121250 |
| JOHNSON & JOHNSON | 96718 | 114765 |
| KIMBERLY CLARK | 102829 | 115857 |
| KINDER MORGAN ENERGY PARTNERS LP | 46758 | 84950 |
| KRAFT FOODS INC CL A | 96895 | 120486 |
| LILLY ELI & CO | 49335 | 62340 |
| MICROSOFT CORP | 108639 | 103840 |
| PHILIP MORRIS INTL INC COM | 87387 | 156960 |
| WASTE MANAGEMENT INC | 94909 | 98130 |
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 | 66031 | StateLocalSecuritiesEOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIVIDEND RECEIVABLE | Description |
| BOY Book Value | 1920 | BOYBookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT FEES | Description |
| Revenue And Expenses Per Books | 11177 | RevenueAndExpensesPerBooks |
| Net Investment Income | 11177 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX | $1,501 | 1501 | 0 |
| FEDERAL INCOME TAX | $2,600 | 0 | 0 |
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