2024-05-15T13:52:13-07:00 2023-06-30 870325228 HAYNIE & COMPANY 1785 WEST 2300 SOUTH SALT LAKE CITY UT 84119 990PF 2022-07-01 366130748 THE WHARTON FOUNDATION INC WHAR 9287939837 1374 W LIL BEN TRAIL FLAGSTAFF AZ 86005 SCOTT PETTITT President 2024-05-15 true SCOTT PETTITT 999009999 true James David Cosper CPA P00065852 8019724800 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 3667307 X X 321 321 321 73374 73374 73374 43025 396702 43025 116720 116720 73695 74500 18625 55875 2359 2359 31572 31572 7602 757 6842 10669 10669 126702 53313 73386 114000 114000 240702 53313 187386 -123982 63407 73695 67693 176036 176036 2950085 2704281 3491271 3017778 2880317 3667307 13479 13479 0 X 3004299 2880317 3004299 2880317 3017778 2880317 3004299 -123982 2880317 2880317 SHORT TERM CAPITAL LOSS P 2021-11-24 2022-07-06 26726 40597 -13871 -13871 LONG TERM CAPITAL GAIN P 2020-11-30 2022-07-06 369976 313080 56896 56896 43025 -13871 881 881 881 881 0 false false false false false false false true true CA true false false false false true N/A SCOTT PETTITT 9287939837 1374 W LIL BEN TRAIL FLAGSTAFF AZ 86005 false false false false false false false false false false false false false false false false false false false false false false SCOTT PETTITT 1374 W LIL BEN TRAIL FLAGSTAFF AZ 86005 President 30.00 74500 JEAN W PETTITT 1001 ARBOLADO RD SANTA BARBARA CA 93103 Vice President 5.00 0 JEFF EDWARDS 2201 E CAMELBACK RD STE 227B PHOENIX AZ 85016 Treasurer 5.00 0 DEANDRA PETERSON 15621 53RD PL W EDMUNDS WA 98026 Secretary 3.00 0 KERRY BLUME 1374 W LIL BEN TRAIL FLAGSTAFF AZ 86005 Director 2.00 0 WILLIAM PETTITT 1403 S OWYHEE BOISE ID 83705 Director 2.00 0 GORDON PETERSON 1374 W LIL BEN TRAIL FLAGSTAFF AZ 86005 Director 2.00 0 ALANNA BARNETT 1374 W LIL BEN TRAIL FLAGSTAFF AZ 86005 Director 2.00 0 NONE NONE 3425490 0 0 3425490 0 3425490 51382 3374108 168705 168705 881 881 167824 167824 167824 187386 187386 167824 62195 62195 187386 0 167824 19562 81757 0 81757 62195 19562 SCOTT PETTITT 1374 W LIL BEN TRAIL FLAGSTAFF AZ 86005 9284404110 SCOTT@WHARTON-FOUNDATION.ORG LETTERS, VIA MAIL, FAX OR EMAIL, DESCRIBING THE PRODUCT AND ITS COSTS, AMOUNT OF FUNDS REQUESTED, GENERAL BACKGROUND OF THE ORGANIZATION AND THE PURPOSE AND OBJECTIVES OF THE PROJECT TO BE FUNDED. COPY OF MOST RECENT IRS LETTER OF TAX EXEMPT STATUS MUST BE INCLUDED. JANUARY NONE UNITED WAY OF NORTHERN ARIZONA 1515 E CEDAR AVE STE D-1 FLAGSTAFF AZ 86004 PC BOARD DESIGNATED FUND 26000 GRAND CANYON YOUTH 2131 N 1ST ST FLAGSTAFF AZ 86004 PC BOARD DESIGNATED FUND 10000 CANDELEN 777 E THOMAS RD STE 200 PHOENIX AZ 85014 PC BOARD DESIGNATED FUND 65000 ROMANIA LEADERSHIP MINISTRIES PO BOX 937 WHEATON IL 60187 PC BOARD DESIGNATED FUND 4000 ARIZONA COMMUNITY FOUNDATION 2201 E CAMELBACK RD STE 405B PHOENIX AZ 85016 PC BOARD DESIGNATED FUND 1500 PHOENIX COUNTRY DAY SCHOOL 3901 E STANFORD DR PARADISE VALLEY AZ 85253 PC BOARD DESIGNATED FUND 500 FUTURE LEADERS OF AMERICA 1500 CAMINO DEL SOL STE 20 OXNARD CA 93030 PC BOARD DESIGNATED FUND 500 HASTINGS COLLEGE FOUNDATION 710 N TURNER AVE HASTINGS NE 68901 PC BOARD DESIGNATED FUND 1000 WASHINGTON STATE UNIVERSITY 1815 WILSON RD PULLMAN WA 99164 PC BOARD DESIGNATED FUND 1000 PAGE AHEAD 1130 NW 85TH ST SEATTLE WA 98117 PC BOARD DESIGNATED FUND 1000 STEM CITY PO BOX 2337 FLAGSTAFF AZ 86003 PC BOARD DESIGNATED FUND 2500 THE TREVOR PROJECT PO BOX 69232 WEST HOLLYWOOD CA 90069 PC BOARD DESIGNATED FUND 1000 114000 321 73374 43025 116720 116720 false false false false false false false false false false 2359 2359 0 0 BANK CHARGES 75 75 BOARD MEETING EXPENSES 14028 14028 INSURANCE 1746 1746 MISC EXPENSES -13479 -13479 OFFICE SUPPLIES 5098 5098 PAYROLL EXPENSES 389 389 POSTAGE 10 10 PROGRAM DEVELOPMENT 2701 2701 REGISTRATION FEES 10 10 WEBSITE 91 91 INVESTMENT FEES 31572 31572 0 0 PAYROLL TAX EXPENSE 5699 567 5129 TAXES 1903 190 1713