PAUL AND ERIKA WHITE FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PAUL AND ERIKA WHITE FAMILY FOUNDATION (EIN 47-2042916)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-02
- IRS object ID
- 202600619349100500
- Schema version
- 2025v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-02T02:16:09-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2050 MAIN ST STE 1300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472042916 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PAUL & ERIKA WHITE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAUL | BusinessNameControlTxt |
| Phone | 2132419832 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2824 VIA NEVE | AddressLine1Txt |
| City | PALOS VERDES ESTATES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL A WHITE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2132419832 | PhoneNum |
| Signature | 2026-02-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN H WIEST CPA | PreparerPersonNm |
| PTIN | P00037191 | PTIN |
| Phone | 9498529433 | PhoneNum |
| Preparation | 2026-02-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $3,634,290 | 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 | $204,729 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $52,384 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,384 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $487,239 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,100,075 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $487,239 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $744,352 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $539,623 | 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 |
| Accounting Fees Rev And Expnss | $3,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $14,150 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,950 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,800 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $190,006 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $190,006 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $207,956 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,800 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $190,106 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $536,396 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $535,823 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $52,071 | CashBOYAmt |
| Cash EOY | $768,044 | CashEOYAmt |
| Cash EOYFMV | $768,044 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,238,602 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,264,901 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,264,901 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $63,264 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $75,145 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $75,145 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $683,370 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $526,200 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $526,200 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,037,307 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,634,290 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,634,290 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $3,037,307 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,634,290 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,037,307 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,634,290 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,037,307 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,634,290 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,037,307 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $536,396 | ExcessRevenueOverExpensesAmt |
| Other Increases | $60,587 | OtherIncreasesAmt |
| Subtotal | $3,634,290 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,634,290 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| AMAZON.COM INC | 2025-01-03 | $44,711 | $18,385 | $26,326 | $26,326 | |
| MICROSOFT CORP | 2025-01-03 | $42,199 | $3,275 | $38,924 | $38,924 | |
| BLACKSTONE INC | 2025-01-22 | $36,223 | $8,627 | $27,596 | $27,596 | |
| BLACKSTONE INC | 2025-04-09 | $41,000 | $12,941 | $28,059 | $28,059 | |
| CITIGROUP INC | 2025-04-11 | $30,879 | $33,021 | -$2,142 | -$2,142 | |
| CITIGROUP INC | 2025-04-23 | $33,483 | $35,833 | -$2,350 | -$2,350 | |
| ACCENTURE PLC IRELAN A | 2025-07-14 | $56,114 | $18,627 | $37,487 | $37,487 | |
| ALPHABET INC A | 2025-12-19 | $15,252 | $1,868 | $13,384 | $13,384 | |
| ALPHABET INC A | 2025-12-22 | $61,850 | $8,031 | $53,819 | $53,819 | |
| ALPHABET INC C | 2025-01-03 | $38,659 | $11,685 | $26,974 | $26,974 | |
| ISHARES CORE US AGGREGATE BOND ETF | 2025-01-03 | $96,867 | $95,691 | $1,176 | $1,176 | |
| CREDO TECHNOLOGY GRO | 2025-01-22 | $42,580 | $8,237 | $34,343 | $34,343 | |
| CREDO TECHNOLOGY GRO | 2025-01-31 | $35,964 | $8,237 | $27,727 | $27,727 | |
| QUALCOMM INC | 2025-02-04 | $34,563 | $11,473 | $23,090 | $23,090 | |
| ISHARES MSCI CHILE ETF | 2025-02-13 | $28,810 | $27,900 | $910 | $910 | |
| QUALCOMM INC | 2025-03-17 | $47,268 | $16,454 | $30,814 | $30,814 | |
| CISCO SYS INC | 2025-04-24 | $28,229 | $13,626 | $14,603 | $14,603 | |
| NVIDIA CORP | 2025-05-02 | $57,454 | $52,811 | $4,643 | $4,643 | |
| CATERPILLAR INC | 2025-05-05 | $32,510 | $19,813 | $12,697 | $12,697 | |
| CREDO TECHNOLOGY GRO | 2025-05-22 | $30,850 | $8,237 | $22,613 | $22,613 | |
| CREDO TECHNOLOGY GRO | 2025-06-06 | $35,836 | $8,237 | $27,599 | $27,599 | |
| HONEYWELL INTL INC | 2025-06-10 | $45,402 | $34,508 | $10,894 | $10,894 | |
| ISHARES CORE US AGGREGATE BOND ETF | 2025-08-13 | $99,330 | $98,550 | $780 | $780 | |
| CREDO TECHNOLOGY GRO | 2025-12-22 | $30,418 | $7,510 | $22,908 | $22,908 | |
| ISHARES CORE US AGGREGATE BOND ETF | 2025-12-22 | $49,902 | $49,259 | $643 | $643 | |
| CAPITAL GAINS DIVIDENDS | $3,722 | $3,722 | $3,722 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $487,239 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,448 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,448 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,448 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,760 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,312 | OverpaymentAmt |
| Applied To ES Tax | $2,312 | 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 | CA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIKA WHITE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2132419832 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2824 VIA NEVE | AddressLine1Txt |
| City | PALOS VERDES ESTATES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL WHITE | ||||||||
| 2824 VIA NEVE | PALOS VERDES ESTATES | CA | 90274 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIKA WHITE | ||||||||
| 2824 VIA NEVE | PALOS VERDES ESTATES | CA | 90274 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EMMA WHITE | ||||||||
| 2824 VIA NEVE | PALOS VERDES ESTATES | CA | 90274 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALEXANDER WHITE | ||||||||
| 2824 VIA NEVE | PALOS VERDES ESTATES | CA | 90274 | DIRECTOR | 1.00 | $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 | $2,704,512 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $559,727 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,264,239 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,264,239 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,964 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,215,275 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $160,764 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $160,764 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,448 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,448 | TotalTaxAmt |
| Distributable Before Adj | $153,316 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $153,316 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $153,316 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $190,106 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $190,106 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $153,316 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,983 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,608 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,097 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,605 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,925 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $66,218 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $190,106 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $153,316 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,790 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $103,008 | 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 | $1,983 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $101,025 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,608 | ExcessFromYear4Amt |
| Excess From Year3 | $6,097 | ExcessFromYear3Amt |
| Excess From Year2 | $15,605 | ExcessFromYear2Amt |
| Excess From Year1 | $27,925 | ExcessFromYear1Amt |
| Excess From Current Year | $36,790 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAUL WHITE | ContributingManagerNm |
| Contributing Manager | ERIKA WHITE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BEST FRIENDS ANIMAL SOCIETY | ||||||
| 1845 PONTIUS AVE | LOS ANGELES | CA | 90025 | PC | GENERAL SUPPORT | $1,046 |
| CASA LA | ||||||
| 201 CENTRE PLAZA DRIVE SUITE 11009 | MONTEREY PARK | CA | 917542142 | PC | GENERAL SUPPORT | $5,010 |
| CHARITY NAVIGATOR | ||||||
| 299 MARKET STREET SUITE 250 | SADDLE BROOK | NJ | 07663 | PC | GENERAL SUPPORT | $1,032 |
| CHLA - CHILDRENS HOSPITAL LA | ||||||
| 4650 SUNSET BOULEVARD | LOS ANGELES | CA | 90027 | PC | GENERAL SUPPORT | $5,000 |
| CHRYSALIS | ||||||
| 522 S MAIN ST | LOS ANGELES | CA | 90013 | PC | GENERAL SUPPORT | $5,182 |
| DIDI HIRSCH MENTAL HEALTH SERVICES | ||||||
| 323 NORTH PRAIRIE AVE | INGLEWOOD | CA | 90301 | PC | GENERAL SUPPORT | $1,010 |
| DIRECT RELIEF | ||||||
| 6100 BECKNELL WALLACE ROAD | SANTA BARBARA | CA | 93117 | PC | GENERAL SUPPORT | $10,326 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL SUPPORT | $10,000 |
| DOWNTOWN WOMEN'S CENTER | ||||||
| 442 SAN PEDRO ST | LOS ANGELES | CA | 90013 | PC | GENERAL SUPPORT | $2,600 |
| EL JARDIN DE LA INFANCIA | ||||||
| 1400 S BROADWAY | LOS ANGELES | CA | 90015 | GOV | GENERAL SUPPORT | $10,000 |
| ENVIRONMENTAL DEFENSE FUND | ||||||
| PO BOX 98051 | WASHINGTON | DC | 200908051 | PC | GENERAL SUPPORT | $2,604 |
| HOPE FOR HENRY | ||||||
| 2440 WISCONSIN AVE NW SUITE 201 | WASHINGTON | DC | 20007 | PC | GENERAL SUPPORT | $1,000 |
| HUMAN RIGHTS WATCH | ||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 101183299 | PC | GENERAL SUPPORT | $2,575 |
| INTERNALTIONAL REFUGEE ASSISTANCE PROJECT | ||||||
| ONE BATTERY PARK PLAZA 4TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL SUPPORT | $5,263 |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| POBOX 6068 | ALBERT LEA | MN | 560079847 | PC | GENERAL SUPPORT | $10,536 |
| KCRW | ||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | PC | GENERAL SUPPORT | $260 |
| LA REGIONAL FOOD BANK | ||||||
| 1734 E 41ST STREET | LOS ANGELES | CA | 90058 | PC | GENERAL SUPPORT | $10,000 |
| LA DOWNTOWN VALUE SCHOOLS | ||||||
| 680 WILSHIRE PLACE SUITE 315 | LOS ANGELES | CA | 90005 | PC | GENERAL SUPPORT | $5,000 |
| LEARNING RIGHTS LAW CENTER | ||||||
| 1625 W OLYMPIC BOULEVARD SUITE 500 | LOS ANGELES | CA | 90015 | PC | GENERAL SUPPORT | $10,319 |
| NAACP LEGAL DEFENSE FUND | ||||||
| 40 RECTOR STREET 5 | NEW YORK | NY | 10006 | PC | GENERAL SUPPORT | $2,581 |
| MARYVALE | ||||||
| 7600 EAST GRAVES AVENUE | ROSEMEAD | CA | 91770 | PC | GENERAL SUPPORT | $1,010 |
| MY FRIENDS PLACE | ||||||
| 5850 HOLLYWOOD BOULEVARD | LOS ANGELES | CA | 90028 | PC | GENERAL SUPPORT | $5,182 |
| NATIONAL IMMIGRATION LAW CENTER | ||||||
| 3450 WILSHIRE BOULEVARD 108-62 | LOS ANGELES | CA | 90010 | PC | GENERAL SUPPORT | $5,150 |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||
| 1314 2ND STREET | SANTA MONICA | CA | 90401 | PC | GENERAL SUPPORT | $2,500 |
| PARTNERS IN HEALTH | ||||||
| 800 BOYLSTON STREET SUITE 300 | BOSTON | MA | 02199 | PC | GENERAL SUPPORT | $10,453 |
| PBS SOCAL | ||||||
| 2900 WEST ALAMEDA AVE SUITE 600 | BURBANK | CA | 915154267 | PC | GENERAL SUPPORT | $180 |
| PEOPLE ASSISTING THE HOMELESS | ||||||
| 340 N MADISON AVE | LOS ANGELES | CA | 90004 | PC | GENERAL SUPPORT | $2,575 |
| PLANNED PARENTHOOD LA | ||||||
| 400 WEST 30TH ST | LOS ANGELES | CA | 90007 | PC | GENERAL SUPPORT | $10,325 |
| SOUTH BAY FAMILIES CONNECTED | ||||||
| PO BOX 1323 | MANHATTAN BEACH | CA | 90266 | PC | GENERAL SUPPORT | $1,033 |
| ST SEBASTIAN SPORTS PROJECT | ||||||
| PO BOX 1711 | MANHATTAN BEACH | CA | 90267 | PC | GENERAL SUPPORT | $1,000 |
| THE PEOPLE CONCERN | ||||||
| 2116 ARLINGTON AVE | LOS ANGELES | CA | 90018 | PC | GENERAL SUPPORT | $2,700 |
| WORLD CENTRAL KITCHEN | ||||||
| PO BOX 96538 | WASHINGTON | DC | 200906538 | PC | GENERAL SUPPORT | $2,611 |
| WORLD FOOD PROGRAM | ||||||
| 1725 I STREET NW | WASHINGTON | DC | 200907166 | PC | GENERAL SUPPORT | $10,300 |
| CALIFORNIA COMMUNITY FOUNDATION WILDFIRE RECOVERY | ||||||
| 717 W TEMPLE ST | LOS ANGELES | CA | 90012 | PC | GENERAL SUPPORT | $10,000 |
| AMERICAN RED CROSS | ||||||
| 1450 S CENTRAL AVE | LOS ANGELES | CA | 90021 | PC | GENERAL SUPPORT | $10,250 |
| IMMIGRANT DEFENDERS LAW CENTER | ||||||
| 3450 WILSHIRE BOULEVARD 108-62 | LOS ANGELES | CA | 90010 | PC | GENERAL SUPPORT | $5,342 |
| LAS FAMILIAS DEL PUEBLO | ||||||
| 1400 SOUTH BROADWAY | LOS ANGELES | CA | 90015 | PC | GENERAL SUPPORT | $5,000 |
| PUPS WITHOUT BORDERS | ||||||
| 6628 VAN NUYS BLVD | VAN BUYS | CA | 91405 | PC | GENERAL SUPPORT | $500 |
| STRIVE LA | ||||||
| 9124 SO MAIN STREET | LOS ANGELES | CA | 90003 | PC | GENERAL SUPPORT | $2,551 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $190,006 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,384 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $487,239 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $539,623 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $539,623 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PAUL AND ERIKA WHITE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2824 VIA NEVE | AddressLine1Txt |
| City | PALOS VERDES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $204,727 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 200 SHARES AMAZON, 300 SHARES PALO ALTO, 200 SHARES BLACKSTONE, AND 250 SHARES ALPHABET | NoncashPropertyDesc |
| Fair Market Value | $204,727 | FairMarketValueAmt |
| Received | 2025-11-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $3,800 | Amt |
| Net Investment Income | $3,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MUTUAL FUNDS | BondNm |
| EOY Book Value | $75,145 | EOYBookValueAmt |
| EOYFMV | $75,145 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $2,264,901 | EOYBookValueAmt |
| EOYFMV | $2,264,901 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EXCHANGE TRADED FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $526,200 | BookValueAmt |
| EOYFMV | $526,200 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $60,587 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA ATTORNEY GENERAL | $100 | $0 | $100 |
| FEDERAL TAXES | $14,050 | $0 | $0 |
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