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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$8,295,787J 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 5,389 5,389  
4 Dividends and interest from securities... 199,349 199,349  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 546,560
b Gross sales price for all assets on line 6a 1,420,617
7 Capital gain net income (from Part IV, line 2)... 546,560
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........ 751,298 751,298  
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
5,612 4,490   1,122
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
39,044 39,044    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,752      
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
15,438 7,719   7,719
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 69,846 51,253   8,841
25 Contributions, gifts, grants paid....... 368,965 368,965
26 Total expenses and disbursements. Add lines 24 and 25 438,811 51,253   377,806
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 312,487
b Net investment income (if negative, enter -0-) 700,045
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 1,820 1,512 1,512
2 Savings and temporary cash investments......... 318,021 180,200 180,200
3 Accounts receivable right arrow6,709
Less: allowance for doubtful accounts right arrow   6,709 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..........      
10a Investments—U.S. and state government obligations (attach schedule) 126,778 Click to see attachment
List of Attached Documents:
// Content
114,741 		106,232
b Investments—corporate stock (attach schedule)....... 3,398,880 Click to see attachment
List of Attached Documents:
// Content
3,196,049 		6,149,212
c Investments—corporate bonds (attach schedule)....... 1,483,582 Click to see attachment
List of Attached Documents:
// Content
1,922,972 		1,851,922
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) 5,335,790 5,422,183 8,295,787
Liabilities 17 Accounts payable and accrued expenses.......... 1,146 3,530
18 Grants payable.................    
19 Deferred revenue................. 427,958 199,480
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)......... 429,104 203,010
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...........    
25 Net assets with donor restrictions............ 4,906,686 5,219,173
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)..... 4,906,686 5,219,173
30 Total liabilities and net assets/fund balances (see instructions). 5,335,790 5,422,183
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
4,906,686
2
Enter amount from Part I, line 27a .....................
2
312,487
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,219,173
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
5,219,173
Form 990-PF (2024)
Form 990-PF (2024)
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 13,610   107,757 -94,147
b 1,407,007   766,300 640,707
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       -94,147
b       640,707
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 2 546,560
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  
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 9,731
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 9,731
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 9,731
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 6,200
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 6,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,531
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 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 arrow310 N BROADMORE WAYNAMPAID ZIP+4right arrow83687
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
7,822,986
b
Average of monthly cash balances.......................
1b
189,596
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,012,582
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
8,012,582
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
120,189
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,892,393
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
394,620
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
394,620
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
9,731
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,731
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
384,889
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
384,889
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
384,889
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
377,806
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
377,806
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 384,889
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 3,713
f Total of lines 3a through e ........ 3,713
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 377,806
a Applied to 2023, but not more than line 2a  
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 2024 distributable amount..... 377,806
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024. 3,713 3,713
(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  
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		3,370
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

ADVOCATES AGAINST FAMILY VIOLENCE

1508 HOPE LN
CALDWELL,ID83605 		  PC SUPPORTING THE YOUTH PROGRAM 6,500

ARMORAL TUTTLE PUBLIC LIBRARY

301 N PLYMOUTH AVE
NEW PLYMOUTH,ID83688 		  PC PURCHASE BOOKS FOR LIBRARY 1,200

ASSISTANCE LEAGUE OF BOISE

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

BOISE BAROQUE ORCHESTRA

1020 W MAIN ST 311
BOISE,ID83702 		  PC SUPPORT SUMMER BAROQUE INSTITUTE 2,500

BOISE BICYCLE PROJECT

1027 LUSK ST
BOISE,ID83706 		  PC DISTRIBUTE 100 BIKES & SAFETY EQUIP 2,500

BOISE PHILHARMONIC ASSOCIATION

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

BOYS AND GIRLS CLUB CANYON COUNTY

316 STAMPEDE DR
NAMPA,ID83687 		  PC AFTER SCHOOL YOUTH PROGRAM 5,000

BOYS AND GIRLS CLUB CANYON COUNTY

316 STAMPEDE DR
NAMPA,ID83687 		  PC SUPPORTING EDUCATIONAL PROGRAMS 10,000

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

CANYON-OWYHEE SCHOOL SERVICE AGENCY

109 PENNY LN
WILDER,ID83676 		  PC PURCHASE CURRICULUM FOR ENGLISH DEPT 2,256

CATCH INC

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

CHILDREN'S MUSEUM OF IDAHO INC

790 S PROGRESS AVE
MERIDIAN,ID83642 		  PC SUPPORT PLANETARIUM AND EXHIBITS 5,000

COLLEGE OF IDAHO

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

DESTINATION CALDWELL

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

EDUCATION FOUNDATION OF WEST ADA

1303 EAST CENTRAL DRIVE
MERIDIAN,ID83642 		  PC OPERATION SCHOOL BELL BUSING 6,000

FAMILY JUSTICE CENTER FOUNDATION

1305 3RD ST S
NAMPA,ID83651 		  PC SUPPORT CRISIS CARE INITIATIVE 5,000

FOUNDATION FOR IDAHO HISTORY INC

2205 OLD PENITENTIARY ROA
BOISE,ID83712 		  PC INCREASE ACCESS NATIONAL HISTORY DAY 3,000

GAME CHANGERS IDAHO INC

654 N 9TH ST
BOISE,ID83702 		    SUPPORT LITTLE GAME CHANGERS 2,500

GARDEN CITY PUB LIBRARY FOUNDATION

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

GIRL SCOUTS OF SILVER SAGE COUNCIL

1410 ETHERIDGE LN
BOISE,ID83704 		  PC COMMUNITY TROOP PROGRAM 6,000

GLOBAL LOUNGE INC

3085 N COLE RD SUITE 203
BOISE,ID83704 		  PC SUPPORT CREATION OF REFUGEE PROGRAMS 3,000

GLOCAL COMMUNITY PARTNERS

4444 W TAFT ST
BOISE,ID83703 		  PC PURCHASE BABY ITEMS FOR REFUGE FAMS. 2,500

HOMEDALE SCHOOL DISTRICT NO 370

116 E OWYHEE AVE
HOMEDALE,ID83628 		  PC PURCHASE INSTRUMENTS FOR NEW CLASS 3,500

ID THEATRE INC

1210 ROOSEVELT AVENUE
MCCALL,ID83638 		  PC SUPPORT SEVEN DEVILS PLAYWRIGHT CONF 5,000

IDAHO FOOD BANK

3630 E COMMERICAL COURT
MERIDIAN,ID83642 		  PC SUPPORT ANNUAL BACKPACK PROGRAM 5,000

IDAHO SHAKESPEARE FESTIVAL

5657 E WARM SPRINGS AVE
BOISE,ID83716 		  PC SUPPORT ANNUAL PROGRAMS 3,000

IDAHO STEM ACTION CENTER FOUNDATION

802 W BANNOCK ST STE 900
BOISE,ID83702 		  PC INCREASE STUDENT PARTICIPATION 4,000

IDAHO YOUTH RANCH

5465 W IRVING ST
BOISE,ID83706 		  PC HANDS OF PROMISE THERAPY PROGRAM 7,500

INSPIRE IDAHO INC

1120 S RACKHAM WAY 300
MERIDIAN,ID83642 		  PC PROVIDE VEHICLES FOR AGED OUT YOUTH 4,000

JEM FRIENDS INC

1111 S ORCHARD ST 101
BOISE,ID83705 		    INDEPENDENT LIVING PROGRAM 4,000

JESSE TREE OF IDAHO

1121 W MILLER ST
BOISE,ID83702 		  PC PROVIDE FUNDS FOR ERA PROGRAM 7,000

LEE PESKY LEARNING CENTER

3324 W ELDER ST
BOISE,ID83705 		    ECRL PROGRAM 7,500

LIFE'S KITCHEN

1025 S CAPITAL BLVD
BOISE,ID83706 		  PC TRAINING FOR OPPORTUNITY YOUTH 5,000

LOVE INC OF TREASURE VALLEY

16446 N FRANKLIN BLVD
NAMPA,ID83687 		  PC SUPPORTING NEW HOPE PROGRAM 2,000

MARSING SCHOOL DISTRICT NO 363

205 8TH AVE W
MARSING,ID83639 		    SCIENCE CLASSROOM MATERIALS 5,000

MCCALL ARTS & HUMANITIES COUNCIL

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

MCCALL ICE SKATING ASSOCIATION

PO BOX 1362
MCCALL,ID83638 		  PC PURCHASE SUPPLIES FOR GEAR LOAN PROG 2,500

MCCALL MUSIC SOCIETY INC

PO BOX 558
MCCALL,ID83638 		  PC SCHOLARSHIP AND INSTRUMENT LOAN PROG 2,000

MENTORING NETWORK

PO BOX 9412
NAMPA,ID83652 		  PC DONALD PRICE MEMORIAL 1,000

MENTORING NETWORK INC

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

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 5,500

PAYETTE LAKES COMMUNITY ASSOC INC

PO BOX 1118
MCCALL,ID83638 		  PC STUDENT NATURE FIELD TRIPS IN MCCALL 3,000

PEREGRINE FUND

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

RIDE FOR JOY THERAPEUTIC RIDING PRO

28379 EL PASO RD
CALDWELL,ID83607 		  PC LESSONS FOR ADAPTIVE RIDING PROGRAM 2,500

SAGE INTERNATIONAL SCHOOL OF BOISE

431 E PARKCENTER BLVD
BOISE,ID83706 		  PC SAGE EXPEDITION PROGRAM TRAINING 5,000

SALVATION ARMY BOISE

9492 W EMERALD ST
BOISE,ID83704 		  PC BOOTH PROGRAM 5,000

SALVATION ARMY CALDWELL

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

SPECIAL OLYMPICS IDAHO INC

PO BOX 541
NEW PLYMOUTH,ID83655 		  PC SUPPORT FLOOR HOCKEY SEASON 5,000

ST VINCENT DE PAUL SW ID OLVC

5256 W FAIRVIEW AVE
BOISE,ID83706 		  PC UTILITY BILL ASSISTANCE/FOOD PANTRY 8,000

STAY-IN-SCHOOL QUINCEANERA

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

TEACH FOR AMERICA IDAHO

1120 S RACKHAM WAY 300
MERIDIAN,ID83642 		  PC IGNITE TUTORING AT MOSAICS PUB SCH 6,000

THE BOISE BARD PLAYERS

PO BOX 8723
BOISE,ID83708 		  PC SUPPORT THE MOBILE THEATRE PROGRAM 2,500

THE CABIN

801 S CAPITOL BLVD
BOISE,ID83702 		  PC SUMMER WRITING CAMPS FOR YOUTH 3,000

THE REEL HOPE PROJECT

718 N WASHINGTON AVE 401
MINNEAPOLIS,MN55401 		  PC CREATE VIDEO REELS OF FOSTER CHILDRE 4,000

THE SPACE IDAHO

101 EMPTYSADDLE TRAIL 230
HAILEY,ID83333 		  PC MIDDLE SCHOOL AFTER SCHOOL PROG. 5,000

TREASURE VALLEY CHRISTIAN CENTER

3211 FIRCREST AVE
CALDWELL,ID83605 		  PC WEEKEND FEEDING PROGRAM 5,000

TREASURE VALLEY YMCA

3720 INDIANA AVE
CALDWELL,ID83605 		  PC ANNUAL CAMPAIGN EFFORTS 15,000

TREASURE VALLEY YMCA

3720 INDIANA AVE
CALDWELL,ID83605 		  PC PATIO SHADE SAILS FOR AQUATIC CENTER 5,000

UNITED WAY OF TREASURE VALLEY

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

UNIVERSITY OF IDAHO FOUNDATION

1210 BLAKE AVE
MOSCOW,ID83843 		    SUMMER PROGRAM FOR DEAF 6,300

WILD HEARTS IDAHO

512 N 13TH ST
BOISE,ID83702 		  PC PROVIDE SNOWSHOE TRIP FOR STUDENTS 3,251

WILDER PUBLIC LIBRARY DISTRICT

207 A AVE
WILDER,ID83676 		  PC PURCHASE WHEELCHAIR ACCESSIBLE TABLE 1,458

WILDERNESS SCIENCE EDUCATION INC

PO BOX 1865
MCCALL,ID83638 		  PC SUPPORTING CONSERVATION EDUCATION 5,000
Total .................................right arrow 3a 368,965
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 5,389  
4 Dividends and interest from securities ....     14 199,349  
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 ............ 		    18 546,560  
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) ..   751,298  
13Total. Add line 12, columns (b), (d), and (e)..................
13
751,298
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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 5,612 4,490   1,122

TY 2024 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 74,690
AT&T INC    
BANK OF AMERICA CORP 100,875 100,844
BLACKROCK CORE BOND TRUST 72,857 59,622
BLACKSTONE STRATEGIC 68,075 51,366
BROADCOM INC 45,750 47,169
CIGNA CORP 48,875 48,999
CITIGROUP INC 50,563 51,673
CITIGROUP INC 47,940 49,328
CVS HEALTH CORP 71,719 72,656
ALLSPRING INCOME OPP FUND 48,008 37,206
ALLSPRING MULTI SECTOR INC FUND 28,758 21,100
EATON VANCE LTD DURATION INC FUND 64,431 48,850
FISERV INC 64,619 70,724
J HANCOCK PFD INC 48,635 39,912
J HANCOCK PFD INC II 25,910 23,170
J HANCOCK PFD INC III 51,262 40,581
JP MORGAN CHASE & CO 50,015 50,340
METLIFE INC 50,015 47,080
ORACLE CORP 41,225 44,006
PNC FINL SVCS GROUP INC 50,188 49,914
WELLS FARGO & CO 69,938 73,944
ISHARES TRUST 750,095 748,748

TY 2024 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
ALPHABET INC 76,526 359,670
AMAZON.COM INC    
AMERICAN EXPRESS 80,933 296,790
AMGEN INC 171,673 156,384
APPLE INC. 26,276 425,714
BECTON DICKINSON 109,138 113,435
BROADCOM    
CARRIER GLOBAL CORP 69,507 122,868
CHEVRON TEXACO CORP 68,588 166,566
CHUBB LTD 102,522 276,300
CIGNA CORP 142,655 193,298
CISCO SYSTEMS INC. 79,040 266,400
COGNIZANT TECH 103,621 138,420
CUMMINS INC 153,179 209,160
CVS CAREMARK    
DEERE & CO 195,876 211,850
EATON CORP    
ENERGY TRANSFER LP 118,201 144,966
FEDEX 79,358 168,798
FISERV INC. 124,681 246,504
GENERAC HOLDINGS INC 179,009 232,575
HOME DEPOT 104,787 272,293
INTEL CORP    
J.P. MORGAN CHASE 59,260 359,565
JOHNSON & JOHNSON    
MARATHON PETROLEUM    
MICROSOFT 55,390 463,650
ORACLE CORP 131,361 249,960
OTIS WORLDWIDE CORP 79,478 97,241
PAYPAL HOLDINGS 246,350 170,700
PEPSICO INC 30,586 106,442
POLARIS IND 148,209 69,144
QUALCOMM INC 90,405 245,792
RAYTHEON TECHNOLOGIES CORP 56,308 104,148
TELEFLEX INC 151,466 124,586
UBS AG LONDON BRANCH 41,615 50,363
VISTA OUTDOOR INC    
WESCO INTERNATIONAL    
ZIMMER BIOMET HOLDINGS INC 120,051 105,630

TY 2024 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:


114,741
State & Local Government Securities - End of Year Fair Market Value:


106,232


TY 2024 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 7,116 3,558   3,558
CONTRACT SERVICES 3,900 1,950   1,950
DUES AND SUBSCRIPTIONS 830 415   415
INSURANCE 750 375   375
TRAVEL, CONFERENCES, & MEETIN 2,842 1,421   1,421


TY 2024 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 39,044 39,044    


TY 2024 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 9,752