2025-11-06T16:48:28-05:00 2024-12-31 464386449 CK Sato CPA LLC 1240 E Lehi Rd Mesa AZ 85203 990PF 2024-01-01 866052816 Whiteman Foundation % Madison Sato WHIT 4806440253 1240 E Lehi Rd Mesa AZ 85203 MADISON SATO Director 4806440253 2025-11-06 true true CK SATO P00155335 4806440253 2025-11-06 2024 2025-03-06 01:10:19Z X 8412123 X X 1576 1576 1576 189005 189005 189005 31681 668114 31681 14586 222262 222262 205167 102993 55863 55863 22500 3287 988 3287 3850 3850 110130 56851 59150 26350 300000 300000 410130 56851 59150 326350 -187868 165411 146017 313359 88307 88307 4729526 4769009 8321125 19519 2691 2691 5062404 4860007 8412123 0 0 X 5062404 4860007 5062404 4860007 5062404 4860007 5062404 -187868 4874536 14529 4860007 Bank of Montreal P 2023-12-27 2024-08-29 66702 77449 -10747 -10747 Nvidia P 2023-10-25 2024-03-07 46221 20888 25333 25333 Broadcom Inc P 2020-04-16 2024-03-07 20970 3875 17095 17095 Eli Lilly & Co P 2019-10-17 2024-03-07 19593 2720 16873 16873 Nvidia P 2023-07-10 2024-10-16 64109 20869 43240 43240 First Eagle Global P 2021-05-04 2024-01-02 100000 102595 -2595 -2595 Cohen & Steers P 2019-01-31 2024-01-02 100000 111741 -11741 -11741 Metropolitan West P 2016-05-06 2024-01-16 250000 295937 -45937 -45937 SPDR Gold Trust P 2020-07-27 2024-05-10 519 359 160 160 31681 14586 2299 0 2299 0 2299 4990 4990 2691 2691 false false false false false false false true true AZ true false false false false true CK Sato CPA 4806440253 1240 E Lehi Rd Mesa AZ 85203 false false false false false false false false false false false false false false false false false false false false false Eric Whiteman PO Box 1890 Flagstaff AZ 86002 Vice President 1.00 0 0 0 Anne Wilson 3957 N Hawes Rd Mesa AZ 85207 VP Secretary 1.00 0 0 0 Jeff Whiteman 1725 S Country Club Dr Mesa AZ 85210 President 1.00 0 0 0 Mollie Trivers 302 S Oakland Mesa AZ 85206 Director 2.00 0 0 0 Madison Sato 1240 E Lehi Rd Mesa AZ 85203 Director 2.00 0 0 0 NONE 0 NONE 0 7593398 76335 447652 8117385 0 0 8117385 121761 7995624 399781 399781 2299 2299 397482 397482 397482 326350 326350 397482 120454 326350 120454 205896 191586 Board 1725 S Country Club Drive Mesa AZ 85210 4806334300 No specific form required Open No religious organizations A New Leaf 868 E University Dr Mesa AZ 85203 None PC Homeless children 25000 Boys Girls Club 4309 E Bellview St Bldg 14 Phoenix AZ 85008 None PC Education for civic disadvantaged youth 25000 Circle the City 333 W Indian School Phoenix AZ 85003 None PC Holistic care for the homeless 25000 Desert Voices 3426 E Shea Blvd Phoenix AZ 85028 None PC Children with hearing loss 10000 Family Promise 7447 E Earll Dr Paradise Valley AZ 85253 None PC Homeless children 35000 Flagstaff Shelter Services 4185 E Huntington Dr Flagstaff AZ 86004 None PC Homeless 25000 Foundation for Blind Children 1234 E Northern Ave Phoenix AZ 85020 None PC Blind children 25000 Friends of Camp Colton PO Box 393 Flagstaff AZ 86004 None PC Environmental education for children 20000 House of Refuge 6935 E Williams Field Rd Mesa AZ 85212 None PC Homeless families 20000 Mindfulness First PO Box 26045 Scottsdale AZ 85255 None PC Mindfulness therapy for children 20000 Read Better Be Better 4730 West Campbell Ave Phoenix AZ 85031 None PC Reading education for children 25000 Valleywise Health Foundation 2609 E Roosevelt St Phoenix AZ 85008 None PC Healthcare 25000 Voices CASA 4300 N Miller 116 Scottsdale AZ 85251 None PC Child court advocacy 20000 300000 0 14 1576 14 189005 190581 190581 false false false false false false false false false false Total operating and admin expense from Part I line 24a of $110,130 is less than 1.5% total average FMV of assets of $121,761. Equities and complementary 4769009 8321125 Estimated Taxes 4990 2691 2691 TEI Cumulative Unrealized gains 14529 0 0 PY adjustment to TEI investment 14529 Administrative 3850 0 0 3850 Dues 0 0 0 0 Merrill Lynch fees 55863 55863 55863 0 Director fees 22500 0 0 22500 Excise Tax and Accounting 24630 0 0 0 Excise tax current year 2299 0 2299 0 Foreign taxes 988 988 988 0 Total operating and administrative expenses from Part I Line 24a of $105,770 is larger than 1.5% of total average FMV of assets in the amount $105,336 (7,022,414 * 1.5%). Therefore $105,770 is used.