F2 FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- F2 FAMILY FOUNDATION INC (EIN 32-0046917)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-21
- IRS object ID
- 202520809349100802
- Schema version
- 2024v5.0
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-21T07:25:55-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320046917 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The F2 Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | F2FA | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUANITA F FRANCIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-03-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $483,842 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $663,982 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,470 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,470 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,908 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,908 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,766 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,186,935 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $491,606 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $29 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $29 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $724,155 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $500,013 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2,048 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,048 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,600 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,939 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,939 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,587 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,048 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,939 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $662,920 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $662,920 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $676,507 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,048 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $669,859 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $47,648 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $497,965 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $144,180 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $201,250 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $201,250 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $291,867 | CorporateStockBOYAmt |
| Corporate Stock EOY | $282,445 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $282,592 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $436,047 | TotalAssetsBOYAmt |
| Total Assets EOY | $483,695 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $483,842 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $436,047 | RetainedEarningBOYAmt |
| Retained Earning EOY | $483,695 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $436,047 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $483,695 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $436,047 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $483,695 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $436,047 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $47,648 | ExcessRevenueOverExpensesAmt |
| Subtotal | $483,695 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $483,695 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,186,935 | GrossSalesPriceAmt |
| Cost Or Other Basis | $695,329 | CostOrOtherBasisAmt |
| Gain Or Loss | $491,606 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $491,606 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $491,606 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,922 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,922 | SubtotalAmt |
| Tax Based On Investment Income | $6,922 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,098 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $4,098 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,824 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Juanita F Francis | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Philip Francis | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $340,956 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $122,349 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $463,305 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $463,305 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,950 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $456,355 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,818 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,818 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,922 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,922 | TotalTaxAmt |
| Distributable Before Adj | $15,896 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,896 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,896 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $669,859 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $669,859 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,896 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $548,931 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $414,392 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $999,610 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $727,735 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,677,234 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,367,902 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $669,859 | QualifyingDistributionsAmt |
| Applied To Current Year | $15,896 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $653,963 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,021,865 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $548,931 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,472,934 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $414,392 | ExcessFromYear4Amt |
| Excess From Year3 | $999,610 | ExcessFromYear3Amt |
| Excess From Year2 | $727,735 | ExcessFromYear2Amt |
| Excess From Year1 | $1,677,234 | ExcessFromYear1Amt |
| Excess From Current Year | $653,963 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Juanita F Francis | ContributingManagerNm |
| Contributing Manager | Philip Francis | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITY360 INC | |||||||
| 5025 EAST WASHINGTON ST | PHOENIX | AZ | 85034 | N/A | PC | General & Unrestricted | $10,000 |
| ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER | |||||||
| PO BOX 2260 | TEMPE | AZ | 85281 | N/A | PC | Center for the Future of Arizona | $10,000 |
| ARIZONA WOMENS BOARD | |||||||
| 5921 E INDIAN BEND RD | PARADISE VALLEY | AZ | 85253 | N/A | PC | General & Unrestricted | $10,000 |
| BARROW NEUROLOGICAL FOUNDATION | |||||||
| 2910 N 3RD AVE STE 450 | PHOENIX | AZ | 85013 | N/A | PC | Brain Injury and Sports Neurology Center and Alzheimer's and Memory Disorders Program | $25,000 |
| CAMP CATANESE FOUNDATION | |||||||
| 1 W CAMPBELL AV 2110 | PHOENIX | AZ | 85013 | N/A | PC | General & Unrestricted | $25,000 |
| DIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE | |||||||
| PO BOX 13600 | PHOENIX | AZ | 85002 | N/A | PC | General & Unrestricted | $25,000 |
| DOULOS INC | |||||||
| 114 OAK HOLLOW LN | SULPHUR SPGS | TX | 75482 | N/A | PC | General & Unrestricted | $10,000 |
| EDUCATIONAL FOUNDATION OF ALPHA GAMMA RHO | |||||||
| 1333 NW VIVION RD STE 110 | KANSAS CITY | MO | 64118 | N/A | PC | General & Unrestricted | $25,000 |
| FIRST PLACE AZ | |||||||
| 717 E MARYLAND AVE STE 110 | PHOENIX | AZ | 85014 | N/A | PC | Capacity Building for the Health & Wellness Initiative | $33,334 |
| GUTTMACHER INSTITUTE INC | |||||||
| 1301 CONNECTICUT AVE NW STE 700 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $5,000 |
| I WITNESS MINISTRIES INC | |||||||
| PO BOX 1532 | ROCKWALL | TX | 75087 | N/A | PC | General & Unrestricted | $2,000 |
| MAKE-A-WISH FOUNDATION OF AMERICA | |||||||
| 1702 E HIGHLAND AVE STE 400 | PHOENIX | AZ | 85016 | N/A | PC | General & Unrestricted | $5,000 |
| MCGAW YMCA | |||||||
| 1000 GROVE ST | EVANSTON | IL | 60201 | N/A | PC | Camp Echo on 100th Anniversary | $20,000 |
| PENINSULA BRIDGE PROGRAM | |||||||
| 177 BOVET RD STE 120 | SAN MATEO | CA | 94402 | N/A | PC | General & Unrestricted | $5,000 |
| PHILLIPS BROOKS SCHOOL | |||||||
| 2245 AVY AVE | MENLO PARK | CA | 94025 | N/A | PC | Annual Fund | $11,000 |
| RAVENSWOOD EDUCATION FOUNDATION | |||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | N/A | PC | General & Unrestricted | $4,000 |
| SANDRA DAY OCONNOR INSTITUTE | |||||||
| PO BOX 66422 | PHOENIX | AZ | 85082 | N/A | PC | General & Unrestricted | $50,000 |
| SOUTHWEST AUTISM RESEARCH AND RESOURCE CENTER | |||||||
| 300 N 18TH ST | PHOENIX | AZ | 85006 | N/A | PC | A to Z and Everywhere in Between Campaign | $25,000 |
| UMOM NEW DAY CENTERS INC | |||||||
| 3333 E VAN BUREN ST | PHOENIX | AZ | 85008 | N/A | PC | General & Unrestricted | $25,000 |
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||||
| PO BOX 734500 | CHICAGO | IL | 60673 | N/A | PC | Francis UIC Nursing Experiential Learning and Simulation Lab Project Fund | $87,586 |
| VALLEY OF THE SUN UNITED WAY | |||||||
| 3200 E CAMELBACK RD STE 375 | PHOENIX | AZ | 85018 | N/A | PC | General & Unrestricted | $138,000 |
| VALLEYWISE HEALTH FOUNDATION | |||||||
| 5050 N 40TH ST 110 | PHOENIX | AZ | 85018 | N/A | PC | First Episode Center | $104,000 |
| VICTORY LIFE MINISTRY OF EAST TEXAS | |||||||
| 15990 STATE HWY 64 | BEN WHEELER | TX | 75754 | N/A | PC | General & Unrestricted | $5,000 |
| YOUNG LIFE | |||||||
| 11300 NORTH CENTRAL EXPY STE 600 | DALLAS | TX | 75243 | N/A | PC | General & Unrestricted | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $662,920 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,470 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,908 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,766 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $29 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $60,173 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,173 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Francis Juanita F | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4469 E Moonlight Way | AddressLine1Txt |
| City | Paradise Valley | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $663,982 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | AMERICAN STATES WATER CO AWR, 480 sh. | $38,786 | 2024-08-29 |
| 1 | CARDINAL HEALTH INC CAH, 560 sh. | $62,546 | 2024-08-29 |
| 1 | CHIPOTLE MEX GRILL CMG, 880 sh. | $49,292 | 2024-08-29 |
| 1 | META PLATFORMS INC META, 80 sh. | $41,715 | 2024-08-29 |
| 1 | OLD REP INTL CORP ORI, 1487 sh. | $52,811 | 2024-08-29 |
| 1 | RPM INTERNATIONAL INC RPM, 480 sh. | $55,040 | 2024-08-29 |
| 1 | UNITED RENTALS INC URI, 80 sh. | $58,411 | 2024-08-29 |
| 1 | WILLIAMS COS WMB, 1360 sh. | $61,330 | 2024-08-29 |
| 1 | UPSTART HOLDINGS ORD SHS UPST, 3000 sh. | $244,050 | 2024-11-11 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABERDEEN BLOOMBERG ALL COMMODI | $707 | $711 |
| AQR DIVERSIFIED ARB I | $6,133 | $6,033 |
| AQR LONG-SHORT EQUITY FUND CLA | $6,058 | $6,093 |
| ASG MANAGED FUTURES STRATEGY F | $6,230 | $6,080 |
| BLACKROCK EVENT DRIVEN EQUITY | $6,131 | $5,981 |
| CALAMOS MARKET NEUTRAL FD CL I | $6,098 | $6,143 |
| CATALYST MILLBURN HEDGE STRATE | $6,063 | $6,121 |
| DB X TRACKERS MSCI EAFE HEDGED | $1,851 | $1,822 |
| DOUBLELINE TOTAL RETURN BOND | $883 | $856 |
| FEDERATED INSTI HIGH YIELD BD | $175 | $174 |
| GLOBAL X MLP & ENERGY INFRASTR | $698 | $787 |
| GLOBAL X URANIUM | $483 | $482 |
| GLOBAL X US INFRASTRUCTURE DEV | $637 | $647 |
| GOTHAM ABSOLUTE RETURN FUND | $5,920 | $5,014 |
| INVESCO S&P GLOBAL WATER INDEX | $719 | $650 |
| INVESCO TAXABLE MUNICIPAL BOND | $714 | $680 |
| ISHARES CORE MSCI EAFE ETF | $8,512 | $7,731 |
| ISHARES EDGE MSCI INTL MOMENTU | $2,344 | $2,169 |
| ISHARES EDGE MSCI INTL QUALITY | $4,709 | $4,232 |
| ISHARES EDGE MSCI USA SIZE FAC | $14,039 | $14,256 |
| ISHARES GOLD TR | $4,015 | $4,159 |
| ISHARES MSCI CANADA INDEX FD | $2,703 | $2,700 |
| ISHARES MSCI EMERGING MARKETS | $4,199 | $3,826 |
| ISHARES MSCI EMG MKTS SMALL CA | $931 | $872 |
| ISHARES MSCI GLBL SEL MTLS & M | $392 | $350 |
| ISHARES MSCI INDIA ETF | $463 | $421 |
| ISHARES MSCI USA MIN VOLATILIT | $6,371 | $6,215 |
| ISHARES MSCI USA MOMENTUM FACT | $4,519 | $4,759 |
| ISHARES MSCI USA QUALITY FACTO | $21,807 | $21,904 |
| ISHARES MSCI-JAPAN | $2,889 | $2,684 |
| ISHARES RUSSELL TOP 200 ETF | $15,536 | $16,352 |
| ISHARES S&P GLOBAL TIMBER & FO | $409 | $382 |
| ISHARES ULTRA SHORT TERM BOND | $710 | $706 |
| JANUS HENDERSON AAA CLO ETF | $305 | $304 |
| JOHN HANCOCK DIVERSIFIED MACRO | $6,143 | $6,170 |
| MARKET VECTORS AGRIBUSINESS ET | $589 | $516 |
| NEUBERGER BERMAN ALTRNTIVE FDS | $6,094 | $6,226 |
| PACER US SMALL CAP CASH COWS 1 | $3,191 | $3,037 |
| PERMANENT PT | $5,843 | $5,973 |
| PIMCO INCOME FUND P CLASS | $878 | $863 |
| REAL ESTATE SELECT SECTOR SPDR | $2,046 | $1,911 |
| SCHWAB FUNDAMENTAL EM MARKETS | $2,598 | $2,498 |
| SCHWAB FUNDAMENTAL INTL LARGE | $3,295 | $2,956 |
| SCHWAB INTERMEDIATE US TRS ETF | $1,183 | $1,142 |
| SCHWAB US TIPS | $2,071 | $2,015 |
| SPDR BLACKSTONE/GSO SENIOR LOA | $251 | $250 |
| SPDR PORTFOLIO EMERGING MARKET | $3,483 | $3,453 |
| SPDR S&P METALS & MINING ETF | $337 | $284 |
| VANGARD RUSSELL 1000 GROWTH | $24,488 | $26,960 |
| VANGUARD DIVIDEND APPRECIATION | $15,629 | $15,666 |
| VANGUARD ENERGY ETF | $1,011 | $970 |
| VANGUARD FTSE EUROPEAN ETF | $4,760 | $4,252 |
| VANGUARD LG-CAP ETF | $23,194 | $24,273 |
| VANGUARD SHORT TERM CORPORATE | $789 | $780 |
| VANGUARD SM-CAP ETF | $7,923 | $8,170 |
| VANGUARD WORLD FUND ETF MEGA C | $18,765 | $18,487 |
| WISDOMTREE EMERGING MARKETS | $3,531 | $3,444 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $662,920. This amount represents 25% or more of the Foundation's net assets of $448,902 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $6,914 | $6,914 |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $29 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $29 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $2,048 | Amt |
| Net Investment Income | $2,048 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $4,000 |
| 990-PF Extension for 2023 | $600 |
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