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RAYMOND AND MARGARET VICKER CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RAYMOND AND MARGARET VICKER CHARITABLE TRUST (EIN 30-0692755)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-01
- IRS object ID
- 202631829349100903
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-01T16:15:23-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383657352 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMADO & ASSOCIATES CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4810 E CAMP LOWELL DRIVE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300692755 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYMOND & MARGARET VICKER TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAYM | BusinessNameControlTxt |
| Phone | 5207921181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3430 E SUNRISE DR 200 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 857183236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | K ALEXANDER HOBSON | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 5207921181 | PhoneNum |
| Signature | 2026-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN F O'DOWD | PreparerPersonNm |
| PTIN | P00236311 | PTIN |
| Phone | 5202960099 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,879,651 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,231 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,955 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $73,302 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,398 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $424,413 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,546,319 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $424,413 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $503,946 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $497,766 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,931 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,931 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,197 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,197 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,635 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,385 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $183,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $183,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $253,635 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,385 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $184,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $250,311 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $428,381 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $310,200 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $134,786 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $134,786 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $90,839 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $90,219 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $90,317 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,072,269 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,492,974 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,451,643 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $34,099 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $34,099 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $36,266 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $187,645 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $193,285 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $166,639 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,585 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,585 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,699,637 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,949,948 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,879,651 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,699,637 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,949,948 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,699,637 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,949,948 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,699,637 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,949,948 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,699,637 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $250,311 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,949,948 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,949,948 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| WELLS FARGO 7944-ST | $178,459 | $179,823 | -$1,364 | -$1,364 | |
| WELLS FARGO 7944-LT | $857,245 | $595,367 | $261,878 | $261,878 | |
| WELLS FARGO 8694-LT | $236 | $236 | $236 | ||
| WELLS FARGO 9798-ST | $64,518 | $47,473 | $17,045 | $17,045 | |
| WELLS FARGO 9798-LT | $445,848 | $299,243 | $146,605 | $146,605 | |
| CAPITAL GAINS DIVIDENDS | $13 | $13 | $13 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $424,413 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,954 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,954 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,954 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $50 | EsPenaltyAmt |
| Tax Due | $3,204 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | K ALEXANDER HOBSON | IndividualWithBooksNm |
| Phone | 5207921181 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3430 E SUNRISE DR | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 857183236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | K ALEXANDER HOBSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3430 E SUNRISE DR STE 200 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 857183236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.30 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO CLEARING SERVICES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 MARKET STREET | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGMENT | ServiceTypeTxt |
| Compensation | $63,931 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,469,760 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $274,908 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,744,668 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,744,668 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,170 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,688,498 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $184,425 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $184,425 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,954 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,954 | TotalTaxAmt |
| Distributable Before Adj | $178,471 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $178,471 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $178,471 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $184,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $184,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $178,471 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $48,155 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $184,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $48,155 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $136,095 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $42,376 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | K ALEXANDER HOBSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3430 E SUNRISE DR STE 200 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 857183236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5207921181 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE A 501(C)(3) ORGANIZATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARIZONA LAND & WATER TRUST | |||||||
| 5049 E BROADWAY BLVD SUITE 117 | TUCSON | AZ | 85711 | NONE | PC | SUPPORT THE ORGANIZATION'S MISSION OF ARIZONA LAND AND WATER CONSERVATION | $45,000 |
| CASA ADOBES ROTARY FOUNDATION | |||||||
| POBOX 65716 | TUCSON | AZ | 85728 | NONE | PC | PROVIDE FUNDING FOR ROTARY CLUB LOCAL CHARITABLE PROJECTS | $15,000 |
| CASA DE LOS NINOS INC | |||||||
| 1120 N 5TH AVE | TUCSON | AZ | 85705 | NONE | PC | SUPPORT THE ORGANIZATION'S PROJECT IN ASSITING FAMILIES EXPOSED TO TRAUMA | $5,000 |
| CASEYS CHILDREN | |||||||
| 937 N 5TH AVENUE | TUCSON | AZ | 85705 | NONE | PC | PROVIDE FINANCIAL ASSITANCE TO LOCAL NEEDY FAMILIES | $50,000 |
| CITIZENSHIP COALITION | |||||||
| 199 COLWELL DR | DEDHAM | MA | 02026 | NONE | PC | SUPPORT THE ORGANIZATION'S CHARITABLE PROJECTS | $10,000 |
| ESCUELA DE VICTORIA | |||||||
| 6849 W INDIAN SCHOOL RD | PHOENIX | AZ | 85033 | NONE | PC | SUPPORT CHILDREN'S EDCUATIONAL PROGRAMS | $25,000 |
| INTERNATIONAL SCHOOL OF TUCSON | |||||||
| 1701 E SENECA ST | TUCSON | AZ | 85719 | NONE | PC | STEM GRANT | $12,000 |
| PATRONATO SAN XAVIER | |||||||
| PO BOX 522 | TUCSON | AZ | 85702 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION OF MAINTIANING AND CONVEYING THE SIGNIFICANCE OF MISSION SAN XAVIER DEL BAC | $5,000 |
| RINCON ROTARY CLUB FOUNDATION | |||||||
| PO BOX 14433 | TUCSON | AZ | 85732 | NONE | PC | PROVIDE FUNDING FOR ROTARY CLUB LOCAL CHARITABLE PROJECTS | $5,000 |
| THE CENTURIONS OF SOUTHERN ARIZONA CHARITABLE FOUNDATION | |||||||
| PO BOX 30865 | TUCSON | AZ | 85751 | NONE | PC | SUPPORT THE ORGANIZATION'S LOCAL CHARITABLE PROJECTS FOR CHIDREN'S SERVICES | $3,500 |
| TUCSON FESTIVAL OF BOOKS | |||||||
| PO BOX 42466 | TUCSON | AZ | 85733 | NONE | PC | SUPPORT THE ORGANIZATIONS 2024/2025 PROGRAMS | $2,500 |
| YOUTH ON THEIR OWN | |||||||
| 1660 N ALVERNON WAY | TUCSON | AZ | 85712 | NONE | PC | SUPPORT THE ORGANZATION'S PROJECTS FOR HOMELESS YOUTH | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $183,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,231 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,302 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $424,413 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $503,946 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $503,946 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FOR TAX YEAR 2018 AND AFTER, TAX EXEMPT ORGANIZATIONS ARE NO LONGER REQUIRED TO FILE AN ARIZONA FORM OR PROVIDE A COPY OF THE FEDRAL EQUIVALENT TO THE STATE OF ARIZONA. IF A FEDERAL 990-T IS REQUIRED, AN ARIZONA 99-T IS REQUIRED TO BE FILED, THIS DOES NOT APPLY TO THIS ORGANIZATION FOR THIS TAX YEAR. THE SECRETARY OF STATE STILL REQUIRES VETERAN'S CHARITABLE ORGANIZATIONS TO REPORT CERTAIN ACTIVITIES RELATED TO FUNDRASING, THIS DOES NOT APPLY TO THIS ORGANIZATION. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 35,000 SHS GE CAPITAL, 5.250%, DUE 04/15/2034 | BondNm |
| EOY Book Value | $34,099 | EOYBookValueAmt |
| EOYFMV | $36,266 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (70 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 241 SHS ABBVIE INC | $25,522 | $55,066 |
| 80 SHS ACCCENTURE PLC IRELAND SHARES CLASS A | $15,505 | $21,464 |
| 179 SHS ALPHABET INC | $32,899 | $56,027 |
| 239 SHS AMPHENOL CORP NEW | $29,853 | $32,298 |
| 90 SHS ANALOG DEVICES INC | $17,111 | $24,408 |
| 218 SHS APOLLO GLOBAL MGNT INC | $26,205 | $31,558 |
| 110 SHS AVERY DENNISON CORP | $24,250 | $20,007 |
| 252 SHS BROADCOM INC | $9,313 | $87,217 |
| 225 SHS BROADRIDGE FINANCIAL SOLUTIONS | $26,536 | $50,213 |
| 66 SHS CARLISLE COMPANIES INC | $19,851 | $21,111 |
| 453 CARRIER GLOBAL CORP | $30,870 | $23,937 |
| 117 SHS CBOE GLOBAL MARKETS INC | $24,971 | $29,367 |
| 90 SHS CHEVERON CORPORATION | $14,631 | $13,717 |
| 259 SHS CINTAS CORP | $5,576 | $48,710 |
| 34 SHS CME GROUP INC | $6,687 | $9,285 |
| 347 SHS CMS ENERGY CORP | $22,806 | $24,266 |
| 93 SHS ELI LILLY & CO | $15,689 | $99,945 |
| 223 SHS ENCOMPASS HEALTH CORP | $23,035 | $23,669 |
| 50 SHS EVERCORE INC | $5,672 | $17,013 |
| 38 SHS FERRARI NEW | $16,892 | $14,043 |
| 330 SHS HARTFORD FINL SVCS GROUP INC | $25,564 | $45,474 |
| 79 SHS HOME DEPOT INC | $10,315 | $27,184 |
| 46 SHS HUBBELL INC | $19,094 | $20,429 |
| 110 SHS JPMORGAN CHASE & CO | $21,225 | $35,444 |
| 167 SHS KKR & CO INC | $17,232 | $21,289 |
| 21 SHS LINDE PLC NEW | $8,870 | $8,954 |
| 94 SHS L3HARRIS TECHNOLOGIES INC | $21,913 | $27,596 |
| 91 SHS MARSH & MC LENNAN COMPANIES INC | $9,245 | $16,882 |
| 68 SHS META PLATFORMS INC | $37,877 | $44,886 |
| 79 SHS MICROSOFT CORP | $38,745 | $38,206 |
| 674 SHS MONDELEZ INTL INC | $40,809 | $36,281 |
| 160 SHS MOTOROLA SOLUTIONS INC | $32,226 | $61,331 |
| 457 SHS NEXTERA ENERGY INC | $15,791 | $36,688 |
| 65 SHS ORACLE CORPORATION | $11,222 | $12,669 |
| 40 SHS PARKER-HANNIFIN CORP | $28,782 | $35,158 |
| 120 SHS PROCTER & GAMBLE CO | $16,435 | $17,197 |
| 192 SHS REINSURANCE GROUP OF AMERICA INC | $39,547 | $39,064 |
| 295 SHS SEMPRA ENERGY | $18,220 | $26,046 |
| 90 SHS SNAP-ON INC | $28,624 | $31,014 |
| 330 SHS TAIWAN SEMICONDUCTOR | $68,020 | $100,284 |
| 220 SHS TARGA RESOURCES CORP | $23,026 | $40,590 |
| 437 TJX COS INC NEW | $33,473 | $67,128 |
| 119 SHS TRAVELERS COS INC | $24,333 | $34,517 |
| 116 SHS UNITED HEALTH GROUP INC | $39,852 | $38,293 |
| 316 SHS VICTORY CAPITAL HOLDINGS | $20,873 | $19,936 |
| 221 SHS WALMART INC | $19,884 | $24,622 |
| 185 SHS WASTE MGMT INC DEL | $28,642 | $40,646 |
| 222 SHS WESTERN DIGITAL CORP | $12,633 | $38,244 |
| 720 SHS WILLIAMS COMPANIES INC | $27,799 | $43,279 |
| 189 SHS ALPHABET INC | $32,648 | $59,157 |
| 244 SHS APPLE INC | $32,353 | $66,334 |
| 269 SHS APPLIED MATERIALS INC | $44,508 | $69,130 |
| 101 SHS BERKSHIRE HATHAWAY INC | $47,404 | $50,768 |
| 342 SHS CHEVRON CORPORATION | $49,030 | $52,124 |
| 133 SHS HOME DEPOT INC | $36,222 | $45,765 |
| 112 SHS INTERANTIONAL BUSINESS MACHINE CORP | $21,405 | $33,176 |
| 298 SHS INVESCO QQQ ETF | $163,270 | $183,064 |
| 171 SHS JPMORGAN CHASE & CO | $20,820 | $55,100 |
| 99 SHS MICROSOFT CORP | $17,661 | $47,878 |
| 459 SHS PRUDENTIAL FINANCIAL INC | $47,497 | $51,812 |
| 108 SHS SPDR GOLD TRUST | $16,450 | $42,801 |
| 1,151 SHS VANGUARD FTSE ETF DEV MKTS | $65,360 | $71,903 |
| 289 SHS VANGUARD INDEX FDS ETF S&P 500 | $163,671 | $181,240 |
| 994 SHS VANGUARD INTL EQUITY ETY INDEX | $49,049 | $53,437 |
| 1,335 SHS VANGUARD MUN BD FDS ETF TAX EXEMPT | $65,342 | $67,137 |
| 1,334 SHS VANGUARD TOTAL BOND ETF MARKET | $104,772 | $98,809 |
| 1,898 SHS VANGUARD TOTAL INTL ETF STOCK INDEX FUND | $100,862 | $143,185 |
| 925 SHS VANGUARD VALUE ETF | $163,540 | $176,666 |
| 2,047 SHS WISDOMTREE S/C DVD ETF FD | $54,419 | $68,472 |
| 1,958 SHS WISDOMTREE US MIDCAP ETF DIVIDEND FUND | $62,546 | $101,033 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $18,715 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $14,323 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $71,504 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $75,994 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 15,987.091 SHS LORD ABBETT SHORT DURATION INCOME FUND | AT COST | $70,900 | $62,190 |
| 6,815.46 SHS BLACKROCK INFLATION PROTECTED BOND FUND | AT COST | $75,586 | $64,951 |
| 3,846 SHS ABRDN NATIONAL MUNICIPAL INCOME | AT COST | $46,799 | $39,498 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENDING BASIS ADJUSTMENTS | Desc |
| BOY Book Value | $4,585 | BOYBookValueAmt |
| EOY Book Value | $4,585 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSE | Desc |
| Revenue And Expenses Per Books | $7 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $63,931 | Amt |
| Net Investment Income | $63,931 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $743 | $743 | $0 |
| ESTIMATED TAX PAYMENTS | $2,800 | $2,800 | $0 |
| FEDERAL TAX EXPENSE | $654 | $654 | $0 |