Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
CLAUDE R & ETHEL B WHITTENBERGER
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1073
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CALDWELL, ID83605
A Employer identification number

23-7092604
B Telephone number (see instructions)

(208) 459-4649
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$8,283,328J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 4,330 4,330  
4 Dividends and interest from securities... 172,331 172,331  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 307,927
b Gross sales price for all assets on line 6a 1,310,360
7 Capital gain net income (from Part IV, line 2)... 307,927
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 484,588 484,588  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,500 4,400   1,100
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
33,147 33,147    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,146      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,699 4,866   4,833
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 54,492 42,413   5,933
25 Contributions, gifts, grants paid....... 349,772 349,772
26 Total expenses and disbursements. Add lines 24 and 25 404,264 42,413   355,705
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 80,324
b Net investment income (if negative, enter -0-) 442,175
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,923 1,820 1,820
2 Savings and temporary cash investments......... 280,573 318,021 318,021
3 Accounts receivable right arrow6,709
Less: allowance for doubtful accounts right arrow   7,104 6,709 6,709
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 5,084    
10a Investments—U.S. and state government obligations (attach schedule) 567,710 Click to see attachment
List of Attached Documents:
// Content
126,778 		118,270
b Investments—corporate stock (attach schedule)....... 3,019,657 Click to see attachment
List of Attached Documents:
// Content
3,398,880 		6,446,411
c Investments—corporate bonds (attach schedule)....... 1,283,161 Click to see attachment
List of Attached Documents:
// Content
1,483,582 		1,392,097
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,165,212 5,335,790 8,283,328
Liabilities 17 Accounts payable and accrued expenses..........   1,146
18 Grants payable.................    
19 Deferred revenue................. 338,850 427,958
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 338,850 429,104
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 5,084  
25 Net assets with donor restrictions............ 4,821,278 4,906,686
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,826,362 4,906,686
30 Total liabilities and net assets/fund balances (see instructions). 5,165,212 5,335,790
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,826,362
2
Enter amount from Part I, line 27a .....................
2
80,324
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,906,686
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,906,686
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a RBC P    
b RBC P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 968,413   803,011 165,402
b 341,947   199,422 142,525
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       165,402
b       142,525
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 307,927
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 165,402
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 6,146
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 6,146
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,146
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 5,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 21
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,167
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowID
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWHITTENBERGERFOUNDATION.ORG
14
The books are in care ofright arrowRIPLEY DOORN & COMPANY PLLC Telephone no.right arrow (208) 466-9264

Located atright arrow217 W GEORGIA AVE STE 100NAMPAID ZIP+4right arrow83686
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
 
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ELAINE CARPENTER DIRECTOR
000.00 		0 0 0
PO BOX 1073
CALDWELL,ID83605
TIM ROSANDICK CHAIRMAN
000.00 		0 0 0
PO BOX 1073
CALDWELL,ID83605
SCOTT GIPSON DIRECTOR
000.00 		0 0 0
PO BOX 1073
CALDWELL,ID83605
LAURA MOYLAN TREASURER
000.00 		0 0 0
PO BOX 1073
CALDWELL,ID83605
MIKE GROFF SECRETARY
000.00 		0 0 0
PO BOX 1073
CALDWELL,ID83605
ESTELLA ZAMORA DIRECTOR
000.00 		0 0 0
PO BOX 1073
CALDWELL,ID83605
PATRICK MILLER DIRECTOR
000.00 		0 0 0
PO BOX 1073
CALDWELL,ID83605
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
6,903,744
b
Average of monthly cash balances.......................
1b
367,516
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,271,260
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
7,271,260
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
109,069
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,162,191
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
358,110
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
358,110
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,146
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,146
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
351,964
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
351,964
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
351,964
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
355,705
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
355,705
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 351,964
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 28
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 355,705
a Applied to 2022, but not more than line 2a 28
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 351,964
e Remaining amount distributed out of corpus 3,713
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,713
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		3,713
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 3,713
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MIKE GROFF
PO BOX 1073
CALDWELL,ID83606
WHITTENBERGERFOUNDATION@GMAIL.COM
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN OUTLINE AND PROJECT
cAny submission deadlines:
AUGUST 15 OF EACH YEAR
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LIMITED TO QUALIFIED IDAHO ORGANIZATIONS
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

UNIVERSITY OF IDAHO FOUNDATION

1210 BLAKE AVE
MOSCOW,ID83843 		    SUMMER PROGRAM FOR DEAF 10,000

ARMORAL TUTTLE PUBLIC LIBRARY

301 N PLYMOUTH AVE
NEW PLYMOUTH,ID83688 		  PC PURCHASE BOOKS FOR LIBRARY 2,000

ASSISTANCE LEAGUE OF BOISE

5825 N GLENWOOD ST
GARDEN CITY,ID83714 		  PC OPERATION SCHOOL BELL PROGRAM 5,000

BOISE LITTLE THEATER

100 E FORT ST
BOISE,ID83712 		    YOUTH THEATER WORKSHOPS 2,000

BOISE PHILHARMONIC ASSOCIATION

516 S 9TH ST
BOISE,ID83702 		  PC ANNUAL SCHOOL CONCERTS 5,000

BOYS AND GIRLS CLUB OF ADA COUNTY

610 E 42ND STREET
BOISE,ID83714 		    BE FIT, BE HEALTHY, BE GREAT PROGRAM 2,000

BOYS AND GIRLS CLUB OF ADA COUNTY

610 E 42ND STREET
GARDEN CITY,ID83714 		  PC POWER HOUR PROGRAM 2,500

BOYS AND GIRLS CLUB OF NAMPA

316 STAMPEDE DR
NAMPA,ID83687 		  PC AFTER SCHOOL YOUTH PROGRAM 10,000

BOYS AND GIRLS CLUB OF NAMPA

316 STAMPEDE DR
NAMPA,ID83687 		  PC HELPSTELL TEEN PROGAM 2,500

BREAKING CHAINS ACADEMY OF DEVELOP

1703 3RD ST N
NAMPA,ID83687 		  PC CANYON COUNTY YOUTH EMPOWERMENT 5,000

CALDWELL CHRISTIAN CHURCH

3207 E USTICK RD
CALDWELL,ID83605 		  PC SCHOLARSHIPS FOR CHRISTIAN COLLEGE 5,000

CALDWELL FINE ARTS SERIES INC

2112 CLEVELAND BLVD
CALDWELL,ID83605 		  PC SPARK OUTREACH PROGRAM 8,000

CALDWELL SCHOOL DISTRICT NO132

1502 FILLMORE ST
CALDWELL,ID83605 		    SUPPLEMENTAL LEARNING MATERIALS 1,000

CALDWELL SCHOOL DISTRICT 132

1502 FILLMORE ST
CALDWELL,ID83605 		  PC MARIACHI BAND PROGRAM 7,500

CASA OF SOUTHWEST IDAHO

PO BOX 789
CALDWELL,ID83606 		    VOLUNTEER ADVOCACY PROGRAM 5,000

CATCH INC

503 S AMERICANA BLVD
BOISE,ID83702 		  PC TAKING ROOT PROGRAM 5,000

DESTINATION CALDWELL

119 S 7TH AVE
CALDWELL,ID83605 		    DOWNTOWN PLAYGROUND 25,000

COLLEGE OF IDAHO

2112 CLEVELAND BLVD
CALDWELL,ID83605 		  PC WHITTENBERGER SCHOLARSHIPS 40,000

EVERWILD FOREST SCHOOL

5373 N PAPAGO PL
BOISE,ID83713 		    AFTERSCHOOL PROGRAM 4,254

GAME CHANGERS IDAHO INC

654 N 9TH ST
BOISE,ID83702 		    ADAPTIVE BASKETBALL PROGRAM 2,500

GARDEN CITY PUB LIBRARY FOUNDATION

6015 N GLENWOOD ST
GARDEN CITY,ID83714 		  PC BELLS FOR BOOKS 2,500

GIRAFFE LAUGH EARLY LEARNING CENTER

4094 W CHINDEN BLVD
GARDEN CITY,ID83714 		  PC EQUIPMENT IN LEARNING CENTERS 5,000

GIRL SCOUTS OF SILVER SAGE COUNCIL

1410 ETHERIDGE LN
BOISE,ID83704 		  PC COMMUNITY TROOP PROGRAM 5,000

GIRLS ON THE RUN TREASURE VALLEY

PO BOX 6812
BOISE,ID83707 		  PC SCHOLARSHIPS FOR GIRLS 7,000

GYPSY JACKSON MEMORIAL LIBRARY

125 W OWYHEE AVE
HOMEDALE,ID83628 		  PC YOUTH BOOKS 1,700

HIPEEXNU KII'U NUUN WISIIX

PO BOX 415
LAPWAI,ID83540 		    YOUTH LANGUAGE INSTRUCTOR 5,000

HOMEDALE SCHOOL DISTRICT NO 370

116 E OWYHEE AVE
HOMEDALE,ID83628 		  PC PRELITERACY MATERIAL FOR PRESCHOOL 4,000

IDAHO ASSOC ED OF YOUNG CHILDREN

4355 W EMERALD ST
BOISE,ID83706 		    EARLY CHILDHOOD EDUCATION 5,000

IDAHO ANTI-TRAFFICKING COALITION

711 W FRANKLIN ST
BOISE,ID83702 		    COMMUNITY COLLABORATION OF CARE 2,500

IDAHO DIAPER BANK

599 E KING ST
MERIDIAN,ID83642 		  PC DIAPERS FOR LOW INCOME FAMILIES 4,000

IDAHO VOICES FOR CHILDREN

1607 W JEFFERSON ST
BOISE,ID83702 		    ARTPACK RESIDENCIES 7,000

IDAHO YOUTH RANCH

5465 W IRVING ST
BOISE,ID83706 		  PC HANDS OF PROMISE CAMPUS 5,000

JESSE TREE OF IDAHO

1121 W MILLER ST
BOISE,ID83702 		  PC PROVIDE FUNDS FOR ERA PROGRAM 5,000

JEM FRIENDS INC

1111 S ORCHARD ST 101
BOISE,ID83705 		    INDEPENDENT LIVING PROGRAM 7,000

LEE PESKY LEARNING CENTER

3324 W ELDER ST
BOISE,ID83705 		    ECRL PROGRAM 3,000

LEARNING LAB INC

715 S CAPITOL BLVD
BOISE,ID83702 		  PC MONTHLY LITERACY KITS 3,000

LIFE'S KITCHEN

1025 S CAPITAL BLVD
BOISE,ID83706 		  PC TRAINING FOR AT RISK YOUNG ADULTS 5,000

MAGIC VALLEY ARTS COUNCIL

195 RIVER VISTA PL
TWIN FALLS,ID83301 		    MISSOULA CHILDRENS THEATER OUTREACH 1,000

MARSING SCHOOL DISTRICT NO 363

205 8TH AVE W
MARSING,ID83639 		    HUSKY PUPS LEARNING CENTER 5,000

MCCALL ARTS & HUMANITIES COUNCIL

605 N 3RD ST
MCCALL,ID83638 		    ARTS PROGRAM FOR YOUTH 5,000

MENTORING NETWORK INC

PO BOX 9412
NAMPA,ID83652 		  PC MATCH FUNDING WITH STUDENTS 7,500

NAMPA SCHOOL DISTRICT NO131

619 S CANYON ST
NAMPA,ID83686 		    MUSIC PROGRAM 4,272

MOUNTAIN HOME ARTS COUNCIL INC

1850 N 3RD E ST
MOUTAIN HOME,ID83647 		  PC SUPPORT OF ANNUAL SEASON OF EVENTS 2,500

ONE STONE INC

1151 W MILLER ST
BOISE,ID83702 		  PC SUMMER CAMP FUNDING 5,100

OPERA IDAHO INC

515 S 9TH ST
BOISE,ID83702 		  PC OPERA IN THE PARK EVENT 5,000

PARMA SCHOOL DISTRICT NO137

805 E MCCONNELL AVE
PARMA,ID83660 		    FOOD PANTRY 2,500

PAYETTE LAKES COMMUNITY ASSOC INC

PO BOX 1118
MCCALL,ID83638 		  PC EXPANDING HORIZONS STEM COMPONENT 3,446

PEREGRINE FUND

5668 W FLYING HAWK LN
BOISE,ID83709 		  PC K-12 EDUCATION/RAPTOR HIGH PROGRAM 5,000

SALVATION ARMY BOISE

9492 W EMERALD ST
BOISE,ID83704 		  PC BOOTH PROGRAM 3,000

SALVATION ARMY CALDWELL

1015 E CHICAGO STREET
CALDWELL,ID83605 		  PC BABY HAVEN'S INCENTIVES STORE 5,000

SHEPHERD'S HOME INC

309 E LAKE ST
MCCALL,ID83638 		    OPERATING FUNDS 5,000

SOCIETY OF ST VINCENT DE PAUL

5256 W FAIRVIEW AVE
BOISE,ID83706 		  PC HOUSEHOLDING UTILITY ASSISTANCE 10,000

STAY-IN-SCHOOL QUINCEANERA

PO BOX 6405
BOISE,ID83707 		  PC SPREAD YOUR WINGS PROGRAM 5,000

THE CABIN

801 S CAPITOL BLVD
BOISE,ID83702 		  PC SUMMER WRITING CAMPS FOR YOUTH 1,500

TREASURE VALLEY CHRISTIAN CENTER

3211 FIRCREST AVE
CALDWELL,ID83605 		  PC WEEKEND FEEDING PROGRAM 3,000

TREASURE VALLEY YMCA

3720 INDIANA AVE
CALDWELL,ID83605 		  PC ANNUAL CAMPAIGN EFFORTS 12,500

TREASURE VALLEY YMCA

3720 INDIANA AVE
CALDWELL,ID83605 		  PC RED LIGHT GREEN LIGHT SYSTEM 9,500

UNITED WAY OF TREASURE VALLEY

3100 S VISTA AVE 100
BOISE,ID83705 		  PC CANYON COUNTY PRESCHOOL COLLAB 20,000

WILDER PUBLIC LIBRARY DISTRICT

207 A AVE
WILDER,ID83676 		  PC SHELVING UNITS AND TABLES 3,000
Total .................................right arrow 3a 349,772
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 4,330  
4 Dividends and interest from securities ....     14 172,331  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 307,927  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   484,588  
13Total. Add line 12, columns (b), (d), and (e)..................
13
484,588
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
4 INTEREST ON STATE & LOCAL BONDS EXCLUDED UNDER SECTION 103
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
CLAUDE R & ETHEL B WHITTENBERGER
 
FOUNDATION
EIN:
23-7092604
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 5,500 4,400   1,100

TY 2023 InvestmentsCorpBondsSchedule
Name:
CLAUDE R & ETHEL B WHITTENBERGER
 
FOUNDATION
EIN:
23-7092604
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE CORP 73,219 73,607
ALLSTATE CORP    
AT&T INC 50,015 49,600
BANK OF AMERICA CORP 100,875 98,983
BLACKROCK CORE BOND TRUST 74,886 62,187
BLACKSTONE STRATEGIC 68,075 47,544
BROADCOM INC 45,750 48,023
CIGNA CORP 48,875 49,569
CITIGROUP INC 50,563 50,607
CITIGROUP INC 47,940 48,835
CVS HEALTH CORP 71,719 73,815
ALLSPRING INCOME OPP FUND 48,770 35,208
ALLSPRING MULTI SECTOR INC FUND 29,497 21,674
EATON VANCE LTD DURATION INC FUND 66,753 47,900
FISERV INC 64,619 69,371
GENERAL ELEC CO PERP PFD SER B    
J HANCOCK PFD INC 49,269 37,872
J HANCOCK PFD INC II 26,283 22,092
J HANCOCK PFD INC III 51,869 38,178
JP MORGAN CHASE & CO 50,015 50,000
METLIFE INC 50,015 48,580
ORACLE CORP 41,225 44,353
PNC FINL SVCS GROUP INC 50,188 47,347
WELLS FARGO & CO 69,938 73,453
ISHARES TRUST 253,224 253,299

TY 2023 InvestmentsCorpStockSchedule
Name:
CLAUDE R & ETHEL B WHITTENBERGER
 
FOUNDATION
EIN:
23-7092604
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC    
ALPHABET INC 76,526 265,411
AMERICAN EXPRESS 80,933 187,340
APPLE INC. 30,912 385,060
BECTON DICKINSON 109,138 121,915
BROADCOM    
CARRIER GLOBAL CORP 19,076 51,705
CHEVRON TEXACO CORP 68,588 171,534
CHUBB LTD 102,522 226,000
CIGNA CORP 142,655 209,615
CISCO SYSTEMS INC. 79,040 227,340
COGNIZANT TECH 103,621 135,954
CUMMINS INC 153,179 143,742
CVS CAREMARK 32,822 78,960
EATON CORP 84,133 313,066
FEDEX 79,358 151,782
FISERV INC. 124,681 159,408
HOME DEPOT 104,787 242,585
INTEL CORP 61,773 150,750
J.P. MORGAN CHASE 59,260 255,150
JOHNSON & JOHNSON 28,686 97,963
MARATHON PETROLEUM 159,983 370,900
MICROSOFT 65,461 488,852
ORACLE CORP 131,361 158,145
OTIS WORLDWIDE CORP 26,679 40,262
PAYPAL HOLDINGS 246,350 122,820
PEPSICO INC 30,586 118,888
POLARIS IND 148,209 113,724
QUALCOMM INC 90,405 231,408
RAYTHEON TECHNOLOGIES CORP 56,308 75,726
UBS AG LONDON BRANCH 41,615 42,760
VISTA OUTDOOR INC 143,961 103,495
WESCO INTERNATIONAL 104,402 260,820
DEERE & CO 195,876 199,935
AMAZON.COM INC 180,419 288,686
GENERAC HOLDINGS INC 179,009 193,860
ZIMMER BIOMET HOLDINGS INC 56,566 60,850

TY 2023 InvestmentsGovtObligationsSch
Name:
CLAUDE R & ETHEL B WHITTENBERGER
 
FOUNDATION
EIN:
23-7092604
US Government Securities - End of Year Book Value:

 
US Government Securities - End of Year Fair Market Value:

 
State & Local Government Securities - End of Year Book Value:


126,778
State & Local Government Securities - End of Year Fair Market Value:


118,270


TY 2023 OtherExpensesSchedule
Name:
CLAUDE R & ETHEL B WHITTENBERGER
 
FOUNDATION
EIN:
23-7092604
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
OFFICE EXPENSE 1,871 936   935
CONTRACT SERVICES 3,634 1,817   1,817
DUES AND SUBSCRIPTIONS 815 407   408
INSURANCE 750 375   375
TRAVEL, CONFERENCES, & MEETIN 2,595 1,297   1,298
INVESTMENT FEES 34 34    


TY 2023 OtherProfessionalFeesSchedule
Name:
CLAUDE R & ETHEL B WHITTENBERGER
 
FOUNDATION
EIN:
23-7092604
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 33,147 33,147    


TY 2023 TaxesSchedule
Name:
CLAUDE R & ETHEL B WHITTENBERGER
 
FOUNDATION
EIN:
23-7092604
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CURRENT YEAR FEDERAL EXCISE TAX 6,146