ALLYN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ALLYN FAMILY FOUNDATION (EIN 86-6296683)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-09
- IRS object ID
- 202501299349103475
- Schema version
- 2024v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-09T17:03:03-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203614360 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADLEY & LeSUEUR PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14301 N 87TH ST SUITE 208 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | 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 | 866296683 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLYN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLY | BusinessNameControlTxt |
| Phone | 5202193491 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14301 N 87TH STREET | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE R SUNDERLAND | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 5202193491 | PhoneNum |
| Signature | 2025-04-17 | 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 | Kathryn A Bradley | PreparerPersonNm |
| PTIN | P00546318 | PTIN |
| Phone | 4805843517 | PhoneNum |
| Preparation | 2025-05-09 | PreparationDt |
| 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 | $1,778,202 | 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 |
| Dividends Rev And Expnss | $35,829 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,829 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $47,233 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $47,233 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $83,062 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,062 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,680 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,340 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,340 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $13,173 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,173 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,269 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $595 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $35 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $35 | PrintingAndPubNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $18,157 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,143 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,340 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $91,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $91,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $109,157 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,143 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $92,340 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,095 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,919 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1,000 | CashEOYAmt |
| Cash EOYFMV | $1,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,815 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,110 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,110 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $583,178 | CorporateStockBOYAmt |
| Corporate Stock EOY | $568,536 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,763,399 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,128 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,128 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,591 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $860 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,102 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,102 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $609,981 | TotalAssetsBOYAmt |
| Total Assets EOY | $583,876 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,778,202 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $10 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $10 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $577,184 | CapitalStockBOYAmt |
| Capital Stock EOY | $577,184 | CapitalStockEOYAmt |
| Retained Earning BOY | $32,787 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,692 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $609,971 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $583,876 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $609,981 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $583,876 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $609,971 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,095 | ExcessRevenueOverExpensesAmt |
| Subtotal | $583,876 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $583,876 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 100 SHS INTEL CORP COM | D | 1994-09-01 | 2024-11-25 | $2,527 | $0 | $405 | $2,122 | $0 | $0 | $0 | $2,122 |
| 25 SHS MERCK & CO INC | D | 1993-05-07 | 2024-11-25 | $2,526 | $0 | $425 | $2,101 | $0 | $0 | $0 | $2,101 |
| 50 SHS PEPSICO INC | D | 1991-10-28 | 2024-11-25 | $8,118 | $0 | $649 | $7,469 | $0 | $0 | $0 | $7,469 |
| 50 SHS STARBUCKS CORP | P | 2014-11-21 | 2024-11-25 | $5,128 | $0 | $1,992 | $3,136 | $0 | $0 | $0 | $3,136 |
| 25 SHS MFC VANGUARD INFORMATION TECHNOLOGY | P | 2013-02-14 | 2024-11-25 | $15,569 | $0 | $1,799 | $13,770 | $0 | $0 | $0 | $13,770 |
| 100 SHS VERIZON COMMUNICATIONS | P | 2004-04-29 | 2024-11-25 | $4,374 | $0 | $3,417 | $957 | $0 | $0 | $0 | $957 |
| 25 SHS EMERSON ELECTRIC CO | D | 1988-05-20 | 2024-12-27 | $3,128 | $0 | $188 | $2,940 | $0 | $0 | $0 | $2,940 |
| 35 SHS EXXON MOBIL CORP | D | 1969-12-31 | 2024-12-27 | $3,728 | $0 | $68 | $3,660 | $68 | $68 | $0 | $3,660 |
| 50 SHS JOHNSON & JOHNSON | D | 1996-04-25 | 2024-12-27 | $7,252 | $0 | $1,114 | $6,138 | $0 | $0 | $0 | $6,138 |
| 25 SHS MERCK & CO INC | D | 1993-05-07 | 2024-12-27 | $2,484 | $0 | $425 | $2,059 | $0 | $0 | $0 | $2,059 |
| 50 SHS STARBUCKS CORP | P | 2014-11-21 | 2024-12-27 | $4,593 | $0 | $1,992 | $2,601 | $0 | $0 | $0 | $2,601 |
| 50 SHS VERIZON COMMUNICATIONS | P | 2004-04-29 | 2024-12-27 | $1,988 | $0 | $1,708 | $280 | $0 | $0 | $0 | $280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,233 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $944 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $944 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $944 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,120 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,120 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,120 | OriginalReturnOverpaymentAmt |
| Overpayment | $176 | OverpaymentAmt |
| Applied To ES Tax | $176 | AppliedToESTaxAmt |
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 | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADLEY & LeSUEUR PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4805843517 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14301 N 87th St Suite 208 | AddressLine1Txt |
| City | Scottsdale | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852603692 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Louise A Sunderland | ||||||||
| 2226 Chestnut | Wilmette | IL | 60091 | Trustee | 1.00 | $0 | $0 | $0 |
| Anne R Sunderland | ||||||||
| 2449 W Dry Canyon Place | Oro Valley | AZ | 85742 | Trustee | 1.00 | $0 | $0 | $0 |
| Mary C Sunderland | ||||||||
| 10904 E Karen Drive | Scottsdale | AZ | 85255 | Trustee | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,774,900 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,844 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,795,744 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,795,744 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,936 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,768,808 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,440 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,440 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $944 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $944 | TotalTaxAmt |
| Distributable Before Adj | $87,496 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $87,496 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $87,496 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $92,340 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $92,340 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,496 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $33,479 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $89,950 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $80,998 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $81,230 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $285,657 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $92,340 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $92,340 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $87,496 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $87,496 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $290,501 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $290,501 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $35,933 | ExcessFromYear3Amt |
| Excess From Year2 | $80,998 | ExcessFromYear2Amt |
| Excess From Year1 | $81,230 | ExcessFromYear1Amt |
| Excess From Current Year | $92,340 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALLYN FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14301 N 87TH STREET SUITE 208 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4805843517 | RecipientPhoneNum |
| Form And Info And Materials | Not accepting new applications at this time. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | June 30 of each year | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grants are limited to $5,000 and priority will be given to grants from Pima County, AZ, Maricopa County, AZ, Cook County, IL and Morris County, NJ. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GILL STBERNARD'S SCHOOL | ||||||
| St Bernards Road Box 604 | Gladstone | NJ | 07934 | PUBLIC | Educational | $4,100 |
| ARIZONA PUBLIC MEDIA | ||||||
| 1111 N Cherry Ave | Tucson | AZ | 85721 | PUBLIC | Public Broadcasting | $5,000 |
| STANFORD UNIVERSITY | ||||||
| 559 Nathan Abbott Way | Palo Alto | CA | 94305 | PUBLIC | Educational | $3,000 |
| FAMILY PROMISES OF MORRIS COUNTY | ||||||
| PO Box 1494 | Morristown | NJ | 07962 | PUBLIC | Homeless | $3,045 |
| CORNERSTONE CHURCH OF TUCSON | ||||||
| 7620 N HARTMAN 100 | TUCSON | AZ | 85743 | PUBLIC | RELIGIOUS | $1,000 |
| Vassar College | ||||||
| 124 Raymond Ave | Poughkeepsie | NY | 12601 | PUBLIC | Educational | $2,000 |
| Windsor School | ||||||
| Pilgrim Road | Boston | MA | 02215 | PUBLIC | Educational | $3,000 |
| YOUTH ON THEIR OWN | ||||||
| 1660 N ALVERNON WAY | TUCSON | AZ | 85712 | PUBLIC | CHILDREN | $1,000 |
| PIMA COUNCIL ON AGING | ||||||
| 8467 E BROADWAY | TUCSON | AZ | 85710 | PUBLIC | ELDERLY SERVICES | $1,000 |
| REGINA DOMINICAN HIGH SCHOOL | ||||||
| 701 LOCUST RD | WILMETTE | IL | 60091 | PUBLIC | EDUCATION | $5,000 |
| LITERACY CONNECTS | ||||||
| 200 E YAVAPAI | TUCSON | AZ | 85705 | PUBLIC | LITERACY | $4,000 |
| DEPAUW UNIVERSITY | ||||||
| PO BOX 37 | GREENCASTLE | IN | 46135 | PUBLIC | EDUCATIONAL | $2,000 |
| DAYTON FOUNDATION | ||||||
| 40 N MAIN STREET 500 | DAYTON | OH | 45423 | PUBLIC | CIVIC | $23,200 |
| HEADQUARTERS COMMUNITY DEVELOPERS INC | ||||||
| 6 DUMONT PLACE 3 | MORRISTOWN | NJ | 07960 | PUBLIC | HOMELESS | $3,500 |
| ALFRE INC | ||||||
| 56 MT KEMBLE AVE | MORRISTOWN | NJ | 07960 | PUBLIC | WOMENS SERVICES | $3,555 |
| NORTHEAST PENNSYLVANIA COUNCIL BSA | ||||||
| 72 MONTAGE MOUNTAIN RD | MOOSIC | PA | 18507 | PUBLIC | CHILDREN | $7,000 |
| COMMUNITY FOOD BANK OF SO ARIZONA | ||||||
| 3003 S COUNTRY CLUB | TUCSON | AZ | 85713 | PUBLIC | FOOD BANK | $4,500 |
| PHOENIX COUNTRY DAY SCHOOL | ||||||
| 3901 E STANFORD DRIVE | PARADISE VALLEY | AZ | 85253 | PUBLIC | EDUCATION | $4,100 |
| SAINT JOSEPH AND FRANCIS XAVIER | ||||||
| 1747 LAKE AVENUE | WILMETTE | IL | 60091 | PUBLIC | RELIGIOUS | $4,000 |
| FOOTHILLS ANIMAL RESCUE | ||||||
| 10197 E BELL RD | SCOTTSDALE | AZ | 85260 | PUBLIC | ANIMAL | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $91,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,829 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $47,233 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $83,062 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,062 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VANGUARD SHORT-TERM BOND | BondNm |
| EOY Book Value | $12,128 | EOYBookValueAmt |
| EOYFMV | $11,591 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS | $777 | $118,716 |
| COMCAST | $15,666 | $56,295 |
| EMERSON ELECTRIC | $2,449 | $40,277 |
| EXXON MOBIL | $965 | $53,785 |
| INTEL CORPORATION | $2,226 | $11,028 |
| JOHNSON & JOHNSON | $5,571 | $36,155 |
| MERCK & CO | $6,807 | $39,792 |
| MFC SELECT SECTOR SPDR TR FINANCIAL | $13,627 | $48,330 |
| MICROSOFT | $878 | $147,525 |
| NIKE INC | $9,740 | $15,134 |
| PEPSICO INC | $2,597 | $30,412 |
| PFIZER | $4,980 | $7,959 |
| PROCTOR & GAMBLE | $998 | $67,060 |
| SPDR S&P 500 ETF | $145,811 | $249,084 |
| STARBUCK CORP | $3,984 | $9,125 |
| VANGUARD FTSE DEVELOPING MARKETS | $161,084 | $208,734 |
| VANGUARD INFORMATION TECHNOLOGY | $14,388 | $124,360 |
| VANGUARD MIDCAP | $59,279 | $200,739 |
| VANGUARD REAL ESTATE | $29,271 | $49,885 |
| VANGUARD SMALL CAP | $73,401 | $231,870 |
| VERIZON COMMUNICATIONS | $5,125 | $5,999 |
| WALT DISNEY CO | $8,912 | $11,135 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KATHRYN A. BRADLEY, P.C. LEGAL/TAX PREP | CategoryTxt |
| Legal Fees | $2,680 | LegalFeesAmt |
| Net Investment Income | $1,340 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,340 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $860 | $887 | $887 |
| RECEIVABLE FROM ALLYN FOUNDATION | $0 | $215 | $215 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| CAPITAL GAINS | $47,233 |
| REFUND OF ESTIMATED TAX PAYMENTS |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN FROM KATHRYN A BRADLEY, PC | Desc |
| BOY Book Value | $10 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Northern Trust Investment advisory | CategoryTxt |
| Amt | $13,173 | Amt |
| Net Investment Income | $13,173 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $595 | $595 |
| ESTIMATED TAX PAYMENTS | $1,674 |
Comments