PENNY AND ROBERT SARVER CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PENNY AND ROBERT SARVER CHARITABLE FOUNDATION (EIN 83-0320824)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-31
- IRS object ID
- 202403059349101515
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-31T12:04:03-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860683059 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEACHFLEISCHMAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1985 E RIVER ROAD SUITE 201 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830320824 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENNY AND ROBERT SARVER CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PENN | BusinessNameControlTxt |
| Phone | 5204402221 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 EAST MCDONALD DRIVE 6 | AddressLine1Txt |
| City | PARADISE VALLEY | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SARVER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5204402221 | PhoneNum |
| Signature | 2024-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY L MELTZER CPA | PreparerPersonNm |
| PTIN | P00633511 | PTIN |
| Phone | 5203214600 | PhoneNum |
| Preparation | 2024-10-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $851,955 | 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 | $7,263,824 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $29 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $94,537 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $94,537 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,769 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,332,593 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,813,128 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,427,159 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,907,694 | 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 | $3,161 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,580 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,581 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $29,580 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,001 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,001 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,742 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,580 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,582 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,251,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,251,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,284,742 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,580 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,253,582 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $142,417 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,906,114 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $709,538 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $851,955 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $851,955 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $709,538 | TotalAssetsBOYAmt |
| Total Assets EOY | $851,955 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $851,955 | 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 | $709,538 | RetainedEarningBOYAmt |
| Retained Earning EOY | $851,955 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $709,538 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $851,955 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $709,538 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $851,955 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $709,538 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $142,417 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $851,955 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $851,955 | 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 |
| Acquired | 2023-01-24 | AcquiredDt |
| Sold | 2023-01-25 | SoldDt |
| Gross Sales Price | $7,332,593 | GrossSalesPriceAmt |
| Cost Or Other Basis | $519,465 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,813,128 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,813,128 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,813,128 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $95,995 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $95,995 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $95,995 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,751 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $106,250 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $120,001 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $27 | EsPenaltyAmt |
| Overpayment | $23,979 | OverpaymentAmt |
| Applied To ES Tax | $23,979 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | WY | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVAN FELDHAUSEN CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5204402221 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 EAST MCDONALD DRIVE 6 | AddressLine1Txt |
| City | PARADISE VALLEY | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT SARVER | ||||||||
| 5700 EAST MCDONALD DRIVE 6 | PARADISE VALLEY | AZ | 85253 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| PENNY SARVER | ||||||||
| 5700 EAST MCDONALD DRIVE 6 | PARADISE VALLEY | AZ | 85253 | SECRETARY | 0.25 | $0 | $0 | $0 |
| JON R YOUNG | ||||||||
| PO BOX 64130 | TUCSON | AZ | 85728 | DIRECTOR | 0.25 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,294,448 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,294,448 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,294,448 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,417 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,260,031 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,002 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $113,002 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $95,995 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $95,995 | TotalTaxAmt |
| Distributable Before Adj | $17,007 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,007 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,007 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,253,582 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,253,582 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,007 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $345,287 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $559,948 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $195,962 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $240,078 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $508,563 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,849,838 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,253,582 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,007 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,236,575 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,086,413 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $345,287 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,741,126 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $559,948 | ExcessFromYear4Amt |
| Excess From Year3 | $195,962 | ExcessFromYear3Amt |
| Excess From Year2 | $240,078 | ExcessFromYear2Amt |
| Excess From Year1 | $508,563 | ExcessFromYear1Amt |
| Excess From Current Year | $7,236,575 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT SARVER | ContributingManagerNm |
| Contributing Manager | PENNY SARVER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BARROW NEUROLOGICAL FOUNDATION - WOMEN'S BOARD | ||||||
| 2910 N 3RD AVE ST 450 | PHOENIX | AZ | 85013 | PC | CHARITABLE | $25,000 |
| B'NAI B'RITH HILLEL FOUNDATION AT QUEENS COLLEGE | ||||||
| 65-30 KISSENA BLVD | FLUSHING | NY | 11367 | PC | CHARITABLE | $25,000 |
| B'NAI B'RITH HILLEL FOUNDATION AT THE UNIVERSITY OF CONNECTICUT | ||||||
| 54 NORTH EAGLEVILLE ROAD | STORRS | CT | 06268 | PC | CHARITABLE | $25,000 |
| CLAREMONT MCKENNA COLLEGE | ||||||
| 500 E NINTH STREET | CLAREMONT | CA | 91711 | PC | CHARITABLE | $50,000 |
| ETHIOPIA HEALTH AID INC | ||||||
| PO BOX 859 | MONTROSE | CA | 91021 | PC | CHARITABLE | $1,000,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES - NAT | ||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | PC | CHARITABLE | $25,000 |
| GOOTTER-JENSEN FOUNDATION | ||||||
| POST OFFICE BOX 64583 | TUCSON | AZ | 85728 | PC | CHARITABLE | $10,000 |
| HILLEL AT BARUCH COLLEGE INC | ||||||
| 55 LEXINGTON AVENUE B2-210 | NEW YORK | NY | 10010 | PC | CHARITABLE | $25,000 |
| HILLEL AT CSI INC | ||||||
| 2800 VICTORY BLVD | STATEN ISLAND | NY | 10314 | PC | CHARITABLE | $25,000 |
| HILLEL AT DAVIS AND SACRAMENTO | ||||||
| 328 A STREET | DAVIS | CA | 95616 | PC | CHARITABLE | $25,000 |
| HILLEL AT GEORGE WASHINGTON UNIVERSITY | ||||||
| 2300 H STREET NW | WASHINGTON | DC | 20037 | PC | CHARITABLE | $25,000 |
| HILLEL AT THE CLAREMONT COLLEGES | ||||||
| 915 W FOOTHILL BLVD SUITE C-120 | CLAREMONT | CA | 91711 | PC | CHARITABLE | $25,000 |
| HILLEL AT UCLA | ||||||
| 574 HILGRAD AVE | LOS ANGELES | CA | 90024 | PC | CHARITABLE | $25,000 |
| HILLEL OF SAN DIEGO | ||||||
| 5717 LINDO PASEO | SAN DIEGO | CA | 92115 | PC | CHARITABLE | $25,000 |
| HILLEL OF THE FLORIDA SUNCOAST | ||||||
| 13101 USF SYCAMORE DRIVE | TAMPA | FL | 33620 | PC | CHARITABLE | $25,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE - ASU | ||||||
| 1012 SOUTH MILL AVENUE | TEMPE | AZ | 85281 | PC | CHARITABLE | $25,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE - MIAMI | ||||||
| 11200 SW 8TH ST | MIAMI | FL | 33199 | PC | CHARITABLE | $25,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE - TEXAS | ||||||
| 2105 SAN ANTONIO ST | AUSTIN | TX | 78705 | PC | CHARITABLE | $25,000 |
| HILLEL OF GEORGIA | ||||||
| 735 GATEWOOD ROAD | ATLANTA | GA | 30322 | PC | CHARITABLE | $25,000 |
| HOUSTON HILLEL INC | ||||||
| 1700 BISSONNET | HOUSTON | TX | 77005 | PC | CHARITABLE | $25,000 |
| HUNTER HILLEL FOUNDATION | ||||||
| 695 PARK AVE 1317A | NEW YORK | NY | 10065 | PC | CHARITABLE | $25,000 |
| JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX | ||||||
| 12701 N SCOTTSDALE ROAD SUITE 201 | SCOTTSDALE | AZ | 85254 | PC | CHARITABLE | $35,000 |
| JEWISH FEDERATION OF NORTH AMERICA | ||||||
| PO BOX 157 | NEW YORK | NY | 10268 | PC | CHARITABLE | $100,000 |
| MINNEAPOLIS FOUNDATION - THE LARRY FITZGERALD FIRST DOWN FUND | ||||||
| 800 IDS CENTER 80 S 8TH STREET | MINNEAPOLIS | MN | 55402 | PC | CHARITABLE | $25,000 |
| MSU HILLEL | ||||||
| 360 CHARLES ST | EAST LANSING | MI | 48823 | PC | CHARITABLE | $25,000 |
| NORTH CAROLINA HILLEL FOUNDATION | ||||||
| 210 WEST CAMERON AVENUE | CHAPEL HILL | NC | 27516 | PC | CHARITABLE | $25,000 |
| NORTHEASTERN UNIVERSITY HILLEL ADVISORY | ||||||
| 70 SAINT STEPHEN STREET | BOSTON | MA | 02115 | PC | CHARITABLE | $25,000 |
| OSU HILLEL FOUNDATION | ||||||
| 407 E LIVINGSTON AVE | COLUMBUS | OH | 43215 | PC | CHARITABLE | $25,000 |
| PHOENIX SUNS CHARITIES | ||||||
| 201 E JEFFERSON STREET | PHOENIX | AZ | 85004 | PC | CHARITABLE | $5,000,000 |
| RUTGERS HILLEL CORPORATION | ||||||
| 70 COLLEGE AVENUE | NEW BRUNSWICK | NJ | 08901 | PC | CHARITABLE | $25,000 |
| SANTA CRUZ HILLEL FOUNDATION | ||||||
| 849 ALMAR AVE SUITE C PMB 254 | SANTA CRUZ | CA | 95060 | PC | CHARITABLE | $25,000 |
| TEMPLE CHAI ASSOCIATION | ||||||
| 4645 E MARILYN RD | PHOENIX | AZ | 85032 | PC | CHARITABLE | $6,000 |
| THE B'NAI B'RITH HILLEL FOUNDATION | ||||||
| 46 EAST 16TH AVENUE | COLUMBUS | OH | 43201 | PC | CHARITABLE | $25,000 |
| THE NORTH 34TH STREET FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||
| 118 NORTH 34TH STREET | PHILADELPHIA | PA | 19104 | PC | CHARITABLE | $25,000 |
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||
| 1111 NORTH CHERRY AVENUE | TUCSON | AZ | 85721 | PC | CHARITABLE | $100,000 |
| USC HILLEL FOUNDATION | ||||||
| 3300 S HOOVER ST | LOS ANGELES | CA | 90007 | PC | CHARITABLE | $25,000 |
| VALLEY OF THE SUN JEWISH COMMUNITY CENTER | ||||||
| 12701 N SCOTTSDALE RD 203 | SCOTTSDALE | AZ | 85254 | PC | CHARITABLE | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,251,000 | 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 | $29 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,537 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $68,769 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $163,335 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $163,335 | 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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT AND PENNY SARVER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 EAST MCDONALD DRIVE 6 | AddressLine1Txt |
| City | PARADISE VALLEY | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,263,824 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 107,932 SHARES WESTERN ALLIANCE BANCORP | NoncashPropertyDesc |
| Fair Market Value | $7,263,824 | FairMarketValueAmt |
| Received | 2023-01-24 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,161 | Amt |
| Net Investment Income | $1,580 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,581 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | WYOMING ATTORNEY GENERAL DOES NOT REQUIRE A COPY OF FORM 990-PF. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $1,001 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,001 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $29,580 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments