Louis Foundation Inc: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- Louis Foundation Inc (EIN 86-0211888)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-03
- IRS object ID
- 202222159349100912
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-03T15:19:03-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER COOPER & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 Lake Cook Road Suite 400 | AddressLine1Txt |
| City | Deerfield | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860211888 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Louis Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TIMOTHY LOUIS | InCareOfNm |
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 3124539184 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3988 E Paradise View Drive | AddressLine1Txt |
| City | Paradise Valley | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY C LOUIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3124539184 | PhoneNum |
| Signature | 2022-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TIMOTHY C | PersonFirstNm |
| Person Last | LOUIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Hodges | PreparerPersonNm |
| PTIN | P00742715 | PTIN |
| Phone | 8472055000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,494,736 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $49,400 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,400 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $238,230 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,122,089 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $238,230 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $287,630 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $287,630 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $650 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $650 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $353 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $353 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,952 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,952 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,855 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,855 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $278,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $278,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $295,855 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,855 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $278,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,225 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $269,775 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,123 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,547 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,547 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $995,201 | CorporateStockBOYAmt |
| Corporate Stock EOY | $956,092 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $947,141 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $126,091 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $162,607 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $159,778 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $28,559 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $316,083 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $355,270 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,020 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,179,994 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,467,329 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,494,736 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,179,994 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,467,329 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,179,994 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,467,329 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,179,994 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,467,329 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,179,994 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,225 | ExcessRevenueOverExpensesAmt |
| Other Increases | $295,560 | OtherIncreasesAmt |
| Subtotal | $1,467,329 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,467,329 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| MORGAN STANLEY #8087 ST COVERED | $169,734 | $165,568 | $4,209 | $4,166 | |
| MORGAN STANLEY #8087 LT COVERED | $236,623 | $227,199 | $9,424 | $9,424 | |
| MORGAN STANLEY #1385 ST COVERED | $1,647 | $1,743 | -$88 | -$96 | |
| MORGAN STANLEY #1386 ST NONCOVERED | $9,294 | $8,392 | $913 | $902 | |
| 1,100 SHS S.C JOHNSON PREFERRED 64A | $121,000 | $322 | $120,678 | $120,678 | |
| 4,805 SHS S.C JOHNSON THIRD PREFERRED | $552,575 | $480,500 | $72,075 | $72,075 | |
| 60 SHS S.C JOHNSON PREFERRED 5% | $6,600 | $197 | $6,403 | $6,403 | |
| CAPITAL GAIN DIVIDENDS | $24,616 | P | |||
| CAPITAL GAIN DIVIDENDS | $24,616 | P | |||
| CAPITAL GAIN DIVIDENDS | $24,616 | P | |||
| CAPITAL GAIN DIVIDENDS | $24,616 | P | |||
| CAPITAL GAIN DIVIDENDS | $24,616 | P | |||
| CAPITAL GAIN DIVIDENDS | $24,616 | P | |||
| CAPITAL GAIN DIVIDENDS | $24,616 | P | |||
| CAPITAL GAIN DIVIDENDS | $24,616 | P | |||
| CAPITAL GAIN DIVIDENDS | $24,616 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $238,230 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,750 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,750 | SubtotalAmt |
| Tax Based On Investment Income | $3,750 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $21 | EsPenaltyAmt |
| Overpayment | $2,229 | OverpaymentAmt |
| Applied To ES Tax | $2,229 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY LOUIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3124539184 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3988 e paradise view drive | AddressLine1Txt |
| City | paradise valley | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| CARRIE L HULBURD | ||||||||
| 4935 E Lafayette Blvd | Phoenix | AZ | 85018 | Vice President | 0.1 | $0 | $0 | $0 |
| TIMOTHY C LOUIS | ||||||||
| 3988 E Paradise View Drive | Paradise Valley | AZ | 85253 | SECRETARY/president | 0.1 | $0 | $0 | $0 |
| jon hulburd | ||||||||
| 4935 E Lafayette Blvd | Phoenix | AZ | 85018 | treasurer | 0.1 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | . | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,093,439 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $261,690 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,355,129 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,355,129 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,327 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,334,802 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,740 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,740 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,750 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,750 | TotalTaxAmt |
| Distributable Before Adj | $62,990 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $62,990 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $62,990 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $278,000 | 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 | $278,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,990 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $276,518 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $281,563 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $304,130 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $242,713 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $234,561 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,339,485 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $278,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $62,990 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $215,010 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,554,495 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $276,518 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,277,977 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $281,563 | ExcessFromYear4Amt |
| Excess From Year3 | $304,130 | ExcessFromYear3Amt |
| Excess From Year2 | $242,713 | ExcessFromYear2Amt |
| Excess From Year1 | $234,561 | ExcessFromYear1Amt |
| Excess From Current Year | $215,010 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Red Cross - Grand Canyon Chapter | |||||||
| 6135 North Black Canyon Highway | Phoenix | AZ | 85015 | None | PC | Social Welfare | $5,000 |
| Desert Voices | |||||||
| 3426 East Shea Boulevard | Phoenix | AZ | 85028 | None | PC | Social Welfare | $15,000 |
| Junior Achievement of Arizona | |||||||
| 636 West Southern Avenue | Tempe | AZ | 85282 | None | PC | Charitable | $5,000 |
| Orthopaedic Research and Education Foundation | |||||||
| 9400 West Higgins Road Suite 215 | Rosemont | IL | 60018 | None | PC | Education | $10,000 |
| Phoenix children's hospital | |||||||
| 1919 E Thomas Road | phoenix | AZ | 85016 | none | PC | MEDICAL | $10,000 |
| Southwest Autism Research Foundation | |||||||
| 300 N 18th S | Phoenix | AZ | 85006 | PC | MEDICAL | $20,000 | |
| Saint Mary's Food Bank | |||||||
| 2831 N 31st Avenue | Phoenix | AZ | 85009 | PC | SOCIAL WELFARE | $10,000 | |
| Planned Parenthood of Arizona | |||||||
| 5651 NORTH 7TH STREET | Phoenix | AZ | 85014 | PC | SOCIAL WELFARE | $5,000 | |
| Phoenix Country Day School | |||||||
| 3901 EAST STANFORD DRIVE | Paradise Valley | AZ | 85253 | PC | EDUCATION | $15,000 | |
| Valleywise Health Foundation | |||||||
| 2901 E Camelback Road | Phoenix | AZ | 25000 | PC | SOCIAL WELFARE | $25,000 | |
| Translational Genomics | |||||||
| 445 N Fifth Street | Phoenix | AZ | 85004 | PC | SCIENTIFIC AND NATURE | $25,000 | |
| Deerfield Academy | |||||||
| PO Box 305 | Deerfield | MA | 01342 | PC | EDUCATION | $20,000 | |
| Cable Natural History Museum | |||||||
| PO BOX 416 13470 COUNTY HWY | Cable | WI | 54821 | PC | SCIENTIFIC AND NATURE | $10,000 | |
| Valley of The Sun | |||||||
| 3200 EAST CAMELBACK ROAD SUITE 375 | Phoenix | AZ | 85018 | PC | SOCIAL WELFARE | $10,000 | |
| Williams College | |||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | PC | EDUCATION | $10,000 | |
| Lake Owen Association | |||||||
| PO Box 132 | Cable | WI | 54821 | PC | SOCIAL WELFARE | $10,000 | |
| Hospice of the Valley | |||||||
| 1510 E FLOWER STREET | PHOENIX | AZ | 85014 | PC | MEDICAL | $10,000 | |
| PHOENIX ZOO | |||||||
| 455 NORTH GALVIN PARKWAY | Phoenix | AZ | 85008 | PC | ZOOLOGICAL | $10,000 | |
| DESERT BOTANICAL GARDEN | |||||||
| 1201 NORTH GALVIN PARKWAY | PHOENIX | AZ | 85008 | PC | SCIENTIFIC AND NATURE | $10,000 | |
| ARIZONA SCIENCE CENTER | |||||||
| 600 EAST WASHINGTON STREET | PHOENIX | AZ | 85004 | PC | SCIENTIFIC AND NATURE | $5,000 | |
| HABITAT FOR HUMANITY CENTRAL ARIZONA | |||||||
| 9133 NW GRAND AVE SUITE 1 | PEORIA | AZ | 85345 | PC | SOCIAL WELFARE | $5,000 | |
| THE SALVATION ARMY - SOUTHWEST DIVISION | |||||||
| 2707 EAST VAN BUREN STREET | PHOENIX | AZ | 85008 | PC | SOCIAL WELFARE | $5,000 | |
| Health Volunteers Overseas | |||||||
| 1900 L STREET NW SUITE 310 | Washington | DC | 20036 | PC | SOCIAL WELFARE | $5,000 | |
| SCOTTSDALE HEALTHCARE FOUNDATION | |||||||
| 10001 NORTH 92ND STREET SUITE 121 | Scottsdale | AZ | 85258 | PC | MEDICAL | $5,000 | |
| NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE | Arlington | VA | 22203 | PC | SCIENTIFIC AND NATURE | $7,000 | |
| ARIZONA HUMANE SOCIETY | |||||||
| 1521 W DOBBINS ROAD | Phoenix | AZ | 85041 | PC | CHARITABLE | $5,000 | |
| Sandra Day O'Connor | |||||||
| 111 East Taylor Street | Phoenix | AZ | 85004 | PC | CHARITABLE | $5,000 | |
| THE SOCIETY OF ST VINCENT DE PAUL | |||||||
| 420 W WATKINS ROAD | Phoenix | AZ | 85003 | PC | SOCIAL WELFARE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $278,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,400 | 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 | $238,230 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $287,630 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $287,630 | 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 | TAX PREP FEES | CategoryTxt |
| Amt | $8,900 | Amt |
| Net Investment Income | $8,900 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1100 S.C.JOHNSON & SON, INC. S | $0 | $0 |
| 4805 S.C.JOHNSON & SON, INC. 8 | $0 | $0 |
| 60 S.C.JOHNSON & SON, INC. 5% | $0 | $0 |
| VANGUARD SMALL CAP ETF (VB) | $0 | $0 |
| ARTISAN DEVELOPING WORLD ADV | $51,923 | $44,627 |
| ARTISAN HIGH INCOME ADV ( | $134,377 | $135,448 |
| GQG PARTNERS EMRG MKTS EQ INS | $49,799 | $48,309 |
| JOHCM INTERNATIONAL SEL I | $166,859 | $164,858 |
| LORD ABBETT SHT DURATION INC F | $238,482 | $238,086 |
| LORD ABBETT ULTRA SHORT BD F | $0 | $0 |
| T ROWE PRICE QM US SM CP GR EQ | $73,080 | $68,141 |
| ARTISAN SMALL MID GW ADV | $65,211 | $62,237 |
| MS #1385 | $103,575 | $107,512 |
| MS #1386 | $72,786 | $77,923 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SPDR S&P 500 ETF TRUST (SPY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $316,083 | BookValueAmt |
| EOYFMV | $355,270 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BELL & ANDERSON LLC | CategoryTxt |
| Legal Fees | $650 | LegalFeesAmt |
| Net Investment Income | $650 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $2,020 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVISOR FEES | Desc |
| Revenue And Expenses Per Books | $7,952 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,952 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $295,560 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $353 | Amt |
| Net Investment Income | $353 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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