MARCO FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARCO FOUNDATION (EIN 86-0969412)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202313139349100321
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-09T06:35:00-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200741103 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blaine A Whitaker CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4531 N 16th Street Ste 103 | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860969412 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marco Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 6026252536 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2960 NW Quimby St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mark N Sklar | PersonNm |
| Person Title | Director/Pres | PersonTitleTxt |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Mark N | PersonFirstNm |
| Person Last | Sklar | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | Blaine A Whitaker | PreparerPersonNm |
| PTIN | P00146222 | PTIN |
| Phone | 6022647544 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,397,540 | 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 | $226,894 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $226,894 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $199,452 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,828,002 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $199,452 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $43,345 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $27,629 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $469,691 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $453,975 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,525 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $81,426 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $81,426 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $36,401 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,685 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $122,352 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $89,636 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $537,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $537,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $659,352 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $89,636 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $537,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$189,661 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $364,339 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,272 | CashBOYAmt |
| Cash EOY | $35,898 | CashEOYAmt |
| Cash EOYFMV | $35,898 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $175,699 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $243,048 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $243,048 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $402,169 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $404,612 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $402,169 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $402,169 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $10,933,817 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,929,076 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,929,076 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,045,134 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,273,353 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,273,353 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $651,991 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $513,996 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $513,996 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,242,525 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,397,540 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,397,540 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $14,242,525 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,397,540 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,242,525 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,397,540 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,242,525 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,397,540 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,242,525 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$189,661 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,052,864 | SubtotalAmt |
| Other Decreases | $2,655,324 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,397,540 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Publicly Traded Securities - ST | P | 2022-01-01 | 2022-12-31 | $299,432 | $338,527 | -$39,095 | -$39,095 |
| Publicly Traded Securities - LT | P | 2020-01-01 | 2022-12-31 | $1,463,433 | $1,290,023 | $173,410 | $173,410 |
| Gains from Partnerships - LT | P | 2020-01-01 | 2022-12-31 | $2,351 | $2,351 | $2,351 | |
| Capital Gain Dividends | $62,786 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $199,452 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$39,095 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,064 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,064 | SubtotalAmt |
| Tax Based On Investment Income | $5,064 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,716 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,716 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $10,652 | OverpaymentAmt |
| Applied To ES Tax | $10,652 | 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 | Michael Sklar | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6026252536 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2960 NW Quimby St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97210 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Sklar | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4431 E Sunset Drive | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Director/Pres | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,575,854 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $242,959 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $820 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,819,633 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $12,819,633 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $192,294 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,627,339 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $631,367 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $631,367 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,064 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,064 | TotalTaxAmt |
| Distributable Before Adj | $626,303 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $626,303 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $626,303 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $537,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $537,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $626,303 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $165,778 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $107,682 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $266,675 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $867,905 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,408,040 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $537,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $537,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $89,303 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $89,303 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,318,737 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,318,737 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $76,475 | ExcessFromYear4Amt |
| Excess From Year3 | $107,682 | ExcessFromYear3Amt |
| Excess From Year2 | $266,675 | ExcessFromYear2Amt |
| Excess From Year1 | $867,905 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Michael Sklar | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Michael Sklar | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2960 NW Quimby St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6026252536 | RecipientPhoneNum |
| Form And Info And Materials | In writing by qualif Org under SEC 501(C)(3) IRC. State request & purpose. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Organizations qualified under SEC 501(C)(3) of the internal revenue code. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Banner Health Alzheimer's Foundatio | |||||||
| 2901 N Central Ave Ste 160 | Phoenix | AZ | 85012 | None | PC | General Operational Support | $200,000 |
| Hillel Jewish Student Center At ASU | |||||||
| 1012 S Mill Ave | Tempe | AZ | 85281 | None | PC | General Operational Support | $50,000 |
| Jewish Community Fndn- PJ Library E | |||||||
| 12701 N Scottsdale Rd Ste 202 | Scottsdale | AZ | 85254 | None | PC | General Operational Support | $50,000 |
| Jewish Federation of Greater Phoeni | |||||||
| 12701 N Scottsdale Rd Ste 201 | Scottsdale | AZ | 85254 | None | PC | General Operational Support | $150,000 |
| Valley Beit Midrash | |||||||
| 7580 E Gray Rd Suite 102 | Scottsdale | AZ | 85260 | None | PC | General Operational Support | $20,000 |
| BBYO Mountain Region | |||||||
| 529 14th ST NW Suite 705 | Washington | DC | 20045 | None | PC | General Operational Support | $42,000 |
| First Place AZ | |||||||
| 3001 N 3rd St | Phoenix | AZ | 85012 | None | PC | General Operational Support | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $537,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $226,894 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $199,452 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Federal Tax Refund | 1 | $15,716 |
| Interest on loans | 14 | $27,557 |
| Other Income | 14 | $72 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $469,691 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $469,691 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $4,525 | Amt |
| Net Investment Income | $4,525 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate/Government Securities | BondNm |
| EOY Book Value | $2,273,353 | EOYBookValueAmt |
| EOYFMV | $2,273,353 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stocks | StockNm |
| EOY Book Value | $7,929,076 | EOYBookValueAmt |
| EOYFMV | $7,929,076 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Real Estate Funds | FMV | $308,867 | $308,867 |
| Commodity Funds | FMV | $204,309 | $204,309 |
| SMS Financial XXIII LLC | AT COST | $820 | $820 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Tax Refund | $15,716 | |
| Interest on loans | $27,557 | $27,557 |
| Other Income | $72 | $72 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Loan to Mark Tarbell | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $402,169 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $81,426 | Amt |
| Net Investment Income | $81,426 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Taxes | $32,716 | |
| Foreign Taxes | $3,685 | $3,685 |
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