DAVID AND LURA LOVELL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DAVID AND LURA LOVELL FOUNDATION (EIN 34-1733685)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-18
- IRS object ID
- 202102919349100010
- Schema version
- 2020v4.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-18T14:04:47-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364538293 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUDWIG KLEWER & RUDNER PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4783 E CAMP LOWELL DR | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341733685 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAVID AND LURA LOVELL FNDN | BusinessNameLine1Txt |
| Business Name Line2 | JOHN AMOROSO EXECUTIVE DIRECTOR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 5203253656 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4765 E CAMP LOWELL DRIVE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85712 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN AMOROSO | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5203253656 | PhoneNum |
| Signature | 2021-03-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | AMOROSO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE S KLEWER CPA | PreparerPersonNm |
| PTIN | P00343046 | PTIN |
| Phone | 5205450500 | PhoneNum |
| Preparation | 2021-10-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,468,495 | 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 |
| Interest On Sav Rev And Expnss | $275,936 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $275,936 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,233 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,233 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$282,563 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,670,058 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $3,862 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $31,468 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $310,169 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $148,195 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,410 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $140,785 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $93,381 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $7,665 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $85,716 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $52,746 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,637 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $50,109 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,640 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,640 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,147 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,360 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,787 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $413,247 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $243,771 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $169,476 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $40,363 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35,078 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,285 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $9,118 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $19,476 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,921 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,555 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $108,943 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,977 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $101,966 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $898,256 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $314,819 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $574,319 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,622,683 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,622,683 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,520,939 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $314,819 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,197,002 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,489,471 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,776,416 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,468,495 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,468,495 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $250,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $50,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $250,000 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $9,862,597 | USGovernmentObligationsBOYAmt |
| Corporate Bonds BOY | $10,332,709 | CorporateBondsBOYAmt |
| Land Bldg Equip Cost Or Other Bss | $352,846 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $66,783 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $292,638 | LandBOYAmt |
| Land EOY | $286,063 | LandEOYAmt |
| Other Assets BOY | $15,090 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,090 | OtherAssetsEOYAmt |
| Total Assets BOY | $26,329,450 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,019,648 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,468,495 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $26,329,450 | CapitalStockBOYAmt |
| Retained Earning EOY | $21,019,648 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,329,450 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,019,648 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,329,450 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,019,648 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,329,450 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,489,471 | ExcessRevenueOverExpensesAmt |
| Other Increases | $179,669 | OtherIncreasesAmt |
| Subtotal | $21,019,648 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $21,019,648 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WILLIAM BLAIRE PUB TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $10,670,058 | GrossSalesPriceAmt |
| Cost Or Other Basis | $10,952,621 | CostOrOtherBasisAmt |
| Gain Or Loss | -$282,563 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$282,563 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$282,563 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Estimated Plus Ovpmt Incm Tx | $6,898 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,898 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,898 | OverpaymentAmt |
| Applied To ES Tax | $6,898 | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LOVELLFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JOHN AMOROSO | IndividualWithBooksNm |
| Phone | 5203253656 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4765 E CAMP LOWELL DRIVE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85712 | 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 | Yes (true) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ANN W LOVELL | ||||||||
| 4765 E CAMP LOWELL DRIVE | TUCSON | AZ | 85712 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| MARTY COHEN | ||||||||
| 4765 E CAMP LOWELL DRIVE | TUCSON | AZ | 85712 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| KENDRA MOUSHEY | ||||||||
| 4765 E CAMP LOWELL DRIVE | TUCSON | AZ | 85712 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| JOHN AMOROSO | ||||||||
| 4765 E CAMP LOWELL | TUCSON | AZ | 85712 | EXECUTIVE DI | 40.00 | $148,195 | $50,074 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN BORDEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O THE DAVID AND LURA LOVELL FNDN | AddressLine1Txt |
| Address Line2 | 4765 E CAMP LOWELL DRIVE | AddressLine2Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICE MANAG | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $59,917 | CompensationAmt |
| Employee Benefits | $9,785 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WILLIAM BLAIR LLC | |||||
| 222 WEST ADAMS STREET | CHICAGO | IL | 60606 | INV ADVISORY | $186,436 |
| ROSSETTI CONSULTING GROUP | |||||
| 4729 E SUNRISE DRIVE PMB 240 | TUCSON | AZ | 85718 | CONSULTING | $113,035 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,775,556 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,335,010 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,110,566 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $26,110,566 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $391,658 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,718,908 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,285,945 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,285,945 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $1,285,945 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,285,945 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,285,945 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,197,002 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,197,002 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $5,197,002 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,285,945 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $83,444 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $158,474 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,828,130 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,717,482 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,319,943 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,107,473 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,197,002 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,285,945 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,911,057 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,018,530 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $83,444 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,935,086 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $158,474 | ExcessFromYear4Amt |
| Excess From Year3 | $1,828,130 | ExcessFromYear3Amt |
| Excess From Year2 | $2,717,482 | ExcessFromYear2Amt |
| Excess From Year1 | $3,319,943 | ExcessFromYear1Amt |
| Excess From Current Year | $3,911,057 | ExcessFromCurrentYearAmt |
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 (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ACT ONE | |||||||||
| 910 EAST OSBORN ROAD | SUITE C | PHOENIX | AZ | 85014 | N/A | PC | YOUTH EDUCATION | $62,000 | |
| AMERICAN SOCIETY OF ACUPUNCTURISTS | |||||||||
| 6651 N FAIRFIELD AVE | CHICAGO | IL | 60645 | NA | PC | PLANNING PROJECT | $60,500 | ||
| ARIZONA GRANTMAKERS FORUM | |||||||||
| 2201 EAST CAMELBACK ROAD | SUITE 405B | PHOENIX | AZ | 85016 | N/A | PC | CAPACITY BUILDING | $4,000 | |
| ARIZONA HOSPITAL & HEALTHCARE ASSOC | |||||||||
| 2800 NORTH CENTRAL AVENUE | NO 1450 | PHOENIX | AZ | 85004 | N/A | PC | PUBLIC EDUCATION | $309,000 | |
| ARIZONA PUBLIC MEDIA | |||||||||
| 1423 E UNIVERSITY BLVD | STE 223 | TUCSON | AZ | 85721 | N/A | PC | PRODUCER REPORTER MENTAL HEALTH GRAN | $32,750 | |
| ARIZONA THEATRE COMPANY | |||||||||
| 343 SOUTH SCOTT AVENUE | TUCSON | AZ | 85701 | N/A | PC | YOUTH EDUCATION | $20,000 | ||
| BANNER HEALTH FOUNDATION | |||||||||
| 2901 N CENTRAL AVENUE | SUITE 160 | PHOENIX | AZ | 85012 | N/A | PC | END OF LIFE CARE AND PLANNING | $125,000 | |
| BAY VIEW ASSOCIATION | |||||||||
| PO BOX 583 | PETOSKEY | MI | 49770 | N/A | PC | GENERAL OPERATIONS | $3,000 | ||
| BEATITUDE HOUSE | |||||||||
| 238 TOD LANE | YOUNGSTOWN | OH | 44504 | N/A | PC | MATCHING GRANT | $2,000 | ||
| BLACK SWAMP CONSERVENCY | |||||||||
| PO BOX 332 | PERRYSBURG | OH | 43552 | N/A | PC | GENERAL OPERATIONS | $2,000 | ||
| BOYS TO MEN TUCSON | |||||||||
| 5925 E BROADWAY BLVD | SUITE 125 | TUCSON | AZ | 85711 | N/A | PC | MATCHING GRANT | $44,000 | |
| CATHOLIC COMMUNITY SERVICES | |||||||||
| 140 W SPEEDWAY | SUITE 230 | TUCSON | AZ | 85705 | N/A | PC | END OF LIFE CARE AND PLANNING | $83,974 | |
| CENTER FOR INDEPENDENT DOCUMENTARY | |||||||||
| 1300 SOLDIERS FIELD ROAD | SUITE 5 | BOSTON | MA | 02135 | N/A | PC | COMMUNITY EDUCATION | $75,000 | |
| COMMUNITY FOUNDATION OF SOUTHERN AZ | |||||||||
| 5049 E BROADWAY BLVD | SUITE 201 | TUCSON | AZ | 85711 | N/A | PC | COVID-19 RESPONSE | $100,000 | |
| DEVEREUX ADVANCED BEHAVIORAL | |||||||||
| 444 DEVEREUX DRIVE | VILLANOVA | PA | 19085 | N/A | PC | GENERAL OPERATIONS | $2,000 | HEALTH ARIZONA | |
| DUNBAR COALITION | |||||||||
| PO BOX 86132 | TUCSON | AZ | 85754 | N/A | PC | HEALTH CARE | $25,000 | ||
| EL RIO SANTA CRUZ NEIGHBORHOOD | |||||||||
| 839 WEST CONGRESS STREET | TUCSON | AZ | 85745 | N/A | PC | HEALTH CARE | $178,443 | HEALTH CENTER | |
| ELLA CENTER INC | |||||||||
| 53 WEST MARBLE CANYON RD | ORO VALLEY | AZ | 85755 | N/A | PC | GENERAL OPERATIONS | $620 | ||
| GIRL SCOUTS OF THE USA | |||||||||
| 420 FIFTH AVENUE | NEW YORK | NY | 10018 | N/A | PC | ORGANIZATION CAPACITY BUILDING | $367,143 | ||
| GREATER TOLEDO COMMUNITY FOUNDATION | |||||||||
| 300 MADISON AVE | SUITE 1300 | TOLEDO | OH | 43604 | N/A | PC | DONOR-ADV FUND FOR MENTAL HEALTH | $200,000 | |
| GROWTH PARTNERS ARIZONA | |||||||||
| 333 N WILMONT RD | SUITE 227 | TUCSON | AZ | 85711 | N/A | PC | STRATEGIC GROWTH PLAN | $20,000 | |
| HEALTH CARE FOR ALL | |||||||||
| ONE FEDERAL STREET | 5TH FLOOR | BOSTON | MA | 02110 | N/A | PC | GENERAL OPERATIONS | $2,000 | |
| INTERFAITH COMMUNITY SERVICE | |||||||||
| 2820 WEST INA ROAD | TUCSON | AZ | 85741 | N/A | PC | COMMUNITY EDUC & CAPACITY BUILDING | $177,322 | ||
| INTERNATIONAL DOCUMENTARY | |||||||||
| 49 EAST 78 STREET | SUITE 2A | NEW YORK | NY | 10075 | N/A | PC | EDUCATION | $110,000 | ASSOCIATION - UPPER EAST FILMS |
| INVISIBLE THEATRE | |||||||||
| 1400 NORTH FIRST AVENUE | TUCSON | AZ | 85719 | N/A | PC | COMMUNITY EDUCATION | $6,000 | ||
| JEWISH COMMUNITY FOUNDATION | |||||||||
| 3718 E RIVER RD | SUITE 118 | TUCSON | AZ | 85718 | N/A | PC | COVID-19; TOHONO O'ODHAM, P YAQUI | $20,000 | |
| JEWISH FAMILY SERVICES OF METROWEST | |||||||||
| 475 FRANKLIN STREET | SUITE 101 | FRAMINGHAM | MA | 01702 | N/A | PC | MATCHING GRANT | $500 | |
| LA FRONTERA ARIZONA | |||||||||
| 504 W 29TH ST | TUCSON | AZ | 85713 | N/A | PC | COMMUNITY EDUCATION | $70,000 | ||
| LIBRARY LEGACY FOUNDATION | |||||||||
| 325 N MICHIGAN ST | TOLEDO | OH | 43604 | N/A | PC | MATCHING GRANT | $200 | ||
| MASS ASSOC FOR MENTAL HEALTH | |||||||||
| 50 FEDERAL STREET | BOSTON | MA | 02110 | N/A | PC | GENERAL OPERATIONS | $500 | ||
| ME2ORCHESTRA | |||||||||
| 521 MONTANA AVENUE 307 | SANTA MONICA | CA | 90403 | N/A | PC | EDUCATION | $25,000 | ||
| METROWEST LEGAL SERVICE | |||||||||
| 63 FOUNTAIN STREET | SUITE 304 | FRAMINGHAM | MA | 01702 | N/A | PC | GENERAL OPERATIONS | $500 | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||||
| 6122 EAST 22ND STREET | TUCSON | AZ | 85711 | N/A | PC | COMMUNITY EDUCATION | $136,630 | OF SOUTHERN ARIZONA | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||||
| 3803 NORTH FAIRFAX DRIVE | SUITE 100 | ARLINGTON | VA | 22203 | N/A | PC | ORGANIZATION CAPACITY BUILDING | $50,000 | |
| NATIONAL CIVIL RIGHTS MUSEUM | |||||||||
| 450 MULBERRY ST | MEMPHIS | TN | 38103 | N/A | PC | MATCHING GRANT | $1,000 | ||
| NATIONAL JAGUAR PROJECT | |||||||||
| 2114 WEST GRANT ROAD | SUITE 121 | TUCSON | AZ | 85745 | N/A | PC | MATCHING GRANT | $210 | |
| OCIM | |||||||||
| 150 E HURON ST | SUITE 1100 | CHICAGO | IL | 60611 | N/A | PC | HEALTH CARE | $255,000 | |
| OUR FAMILY SERVICES | |||||||||
| 2590 NORTH ALVERNON WAY | TUCSON | AZ | 85712 | N/A | PC | COMMUNITY EDUCATION | $15,000 | ||
| OWL AND PANTHER | |||||||||
| PO BOX 43691 | TUCSON | AZ | 85733 | N/A | PC | MATCHING GRANT | $1,831 | ||
| PAIN COMMUNITY | |||||||||
| 6325 WEST 101ST TERRACE | OVERLAND PARK | KS | 66212 | N/A | PC | HEALTH CARE | $113,850 | ||
| PIMA COUNCIL ON AGING | |||||||||
| 8467 E BROADWAY BLVD | TUCSON | AZ | 85710 | N/A | PC | END OF LIFE CARE AND PLANNING | $239,688 | ||
| SAFE PASSAGE PROJECT | |||||||||
| 185 WEST BROADWAY | NEW YORK | NY | 10013 | N/A | PC | MATCHING GRANT | $5,000 | ||
| SEAGO - AREA AGENCY ON AGING | |||||||||
| 300 COLLINS ROAD | BISBEE | AZ | 85603 | N/A | PC | HEALTH CARE | $75,250 | ||
| SOUTHERN ARIZONA AIDS FOUNDATION | |||||||||
| 375 SOUTH EUCLID AVENUE | TUCSON | AZ | 85719 | N/A | PC | ORGANIZATION CAPACITY BUILDING | $50,000 | ||
| SOUTHWEST FOLKLIFE ALLIANCE | |||||||||
| PO BOX 42044 | TUCSON | AZ | 85733 | N/A | PC | COMMUNITY EDUCATION | $50,000 | ||
| SOUTHWEST WILDLIFE CONSERVATION CEN | |||||||||
| 27026 N 156TH ST | SCOTTSDALE | AZ | 85262 | N/A | PC | MATCHING GRANT | $3,000 | ||
| STEP UP TO JUSTICE | |||||||||
| 320 N COMMERCE PARK LOOP | SUITE 100 | TUCSON | AZ | 85745 | N/A | PC | END OF LIFE CARE AND PLANNING | $210 | |
| STROKE LIFE CENTER | |||||||||
| 2526 NORTH REYNOLDS ROAD | TOLEDO | OH | 43615 | N/A | PC | GENERAL OPERATIONS | $1,000 | ||
| SUNDANCE INSTITUTE | |||||||||
| 5900 WILSHIRE BOULEVARD | SUITE 800 | LOS ANGELES | CA | 90036 | N/A | PC | EDUCATION | $150,000 | |
| THE CARTER CENTER | |||||||||
| 453 JOHN LEWIS FREEDOM PA | ATLANTA | GA | 30307 | N/A | PC | MENTAL HEALTH | $90,000 | ||
| THE HOPI FOUNDATION | |||||||||
| 110 MAIN ST | KYKOTSMOVI VILLAGE | AZ | 86039 | N/A | PC | COVID-19 RESPONSE | $10,000 | ||
| THOMAS WERNERT CENTER | |||||||||
| 208 W WOODRUFF AVE | TOLEDO | OH | 43604 | N/A | PC | MATCHING GRANT | $1,000 | ||
| TOLEDO JAZZ ORCHESTRA | |||||||||
| PO BOX 353123 | TOLEDO | OH | 43635 | N/A | PC | GENERAL OPERATIONS | $2,000 | ||
| TUCSON BOTANICAL GARDENS | |||||||||
| 2150 N ALVERNON WAY | TUCSON | AZ | 85712 | N/A | PC | MATCHING GRANT | $210 | ||
| TUCSON COLD WET NOSES FOSTERS | |||||||||
| 7138 N PERUGIA WAY | TUCSON | AZ | 85741 | N/A | PC | MATCHING GRANT | $200 | ||
| TUCSON MEDICAL CENTER FOUNDATION | |||||||||
| 5301 E GRANT RD | TUCSON | AZ | 85712 | N/A | PC | END OF LIFE CARE AND PLANNING | $164,000 | ||
| TUCSON MUSEUM OF ART | |||||||||
| 140 WEST MAIN AVENUE | TUCSON | AZ | 85701 | N/A | PC | YOUTH/FAMILY EDUCATION | $20,000 | ||
| TUCSON REFUGEE MINISTRY | |||||||||
| 4520 NORTH AVENIDA DE PAZ | TUCSON | AZ | 85718 | N/A | PC | GENERAL OPERATIONS | $1,650 | ||
| TUCSON SYMPHONY ORCHESTRA | |||||||||
| 2175 NORTH 6TH AVENUE | TUCSON | AZ | 85705 | N/A | PC | YOUTH EDUCATION | $14,008 | ||
| U OF AZ - COLLEGE OF EDUCATION | |||||||||
| U OF AZ FOUNDATION | 1111 NORTH CHERRY AVENUE | TUCSON | AZ | 85721 | N/A | PC | HEALTH CARE | $87,228 | |
| U OF AZ - HEALTH SCIENCES | |||||||||
| 1501 N CAMPBELL AVE | TUCSON | AZ | 85721 | N/A | PC | END OF LIFE CARE AND PLANNING | $33,119 | ||
| U OF AZ - LEAD GUITAR | |||||||||
| 1111 NORTH CHERRY AVENUE | TUCSON | AZ | 85721 | N/A | PC | YOUTH EDUCATION | $76,949 | ||
| U OF AZ COLLEGE OF FINE ARTS | |||||||||
| 1017 NORTH OLIVE ROAD | TUCSON | AZ | 85719 | N/A | PC | YOUTH EDUCATION | $45,273 | ||
| UNITED WAY OF GREATER TOLEDO | |||||||||
| 424 JACKSON STREET | TOLEDO | OH | 43604 | N/A | PC | GENERAL OPERATIONS | $2,000 | ||
| UNITED WAY OF TUCSON | |||||||||
| 330 NORTH COMMERCE | PARK LOOP | TUCSON | AZ | 85745 | N/A | PC | PLANNING & MULTI-ORG CAP BUILDING | $441,550 | |
| UTAH FILM CENTER | |||||||||
| 50 W BROADWAY | 1125 | SALT LAKE CITY | UT | 84101 | N/A | PC | MENTAL HEALTH | $25,000 | |
| VICTORY CENTER | |||||||||
| 5532 WEST CENTRAL AVENUE | SUITE B | TOLEDO | OH | 43615 | N/A | PC | THERAPIES FOR PEOPLE LIVING W CANCER | $10,000 | |
| WOMEN'S FOUNDATION OF S AZ | |||||||||
| PO BOX 30 | TUCSON | AZ | 85719 | N/A | PC | YOUTH & PUBLIC EDUCATION | $305,375 | ||
| WOODLAWN CEMETARY HISTORICAL ASSOC | |||||||||
| 1502 WEST CENTRAL AVENUE | TOLEDO | OH | 43606 | N/A | PC | GENERAL OPERATIONS | $2,000 | ||
| YWCA OF SOUTHERN ARIZONA | |||||||||
| 525 NORTH BONITA AVENUE | TUCSON | AZ | 85745 | N/A | PC | PUBLIC EDUCATION | $15,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,622,683 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN SOCIETY OF ACUPUNTURISTS | |||||||||
| 6651 N FAIRFIELD AVE | CHICAGO | IL | 60645 | N/A | ACCRUED | PLANNING PROJECT | $60,500 | ||
| BANNER HEALTH FOUNDATION | |||||||||
| 2901 N CENTRAL AVENUE | PHOENIX | AZ | 85012 | N/A | ACCRUED | END OF LIFE CARE/PLANNING 2020-2023 | $125,000 | SUITE 160 | |
| CATHOLIC COMMUNITY SERVICES | |||||||||
| 140 W SPEEDWAY | TUCSON | AZ | 85705 | N/A | ACCRUED | END OF LIFE CARE/PLANNING 2020-2023 | $142,346 | SUITE 230 | |
| CENTER FOR INDEPENDENT DOCUMENTARY | |||||||||
| 1300 SOLDIERS FIELD ROAD | BOSTON | MA | 02135 | N/A | ACCRUED | SOCIAL IMPACT MEDIA INITIATIVE | $100,000 | SUITE 5 | |
| DUNBAR COALITION | |||||||||
| PO BOX 86132 | TUCSON | AZ | 85754 | N/A | ACCRUED | END OF LIFE CARE/PLANNING 2020-2023 | $50,000 | ||
| EL RIO SANTA CRUZ NEIGHBORHOOD | |||||||||
| 839 WEST CONGRESS STREET | TUCSON | AZ | 85745 | N/A | ACCRUED | END OF LIFE CARE/PLANNING 2020-2023 | $50,000 | HEALTH CENTER | |
| GIRL SCOUTS OF THE USA | |||||||||
| 420 FIFTH AVENUE | NEW YORK | NY | 10018 | N/A | ACCRUED | 2019 WINTER INITIATIVE GRANT | $491,368 | ||
| HAVASUPAI TRIBE | |||||||||
| PO BOX 10 | SUPAI | AZ | 86435 | N/A | ACCRUED | COVID-19 OPPORTUNITY GRANT - TRIBAL | $10,000 | ||
| INTERFAITH COMMUNITY SERVICES | |||||||||
| 2820 WEST INA ROAD | TUCSON | AZ | 85741 | N/A | ACCRUED | END OF LIFE CARE/PLANNING 2020-2023 | $275,000 | ||
| NAVAJO NATION DEPARTMENT OF JUSTICE | |||||||||
| PO BOX 520 | WINDOW ROCK | AZ | 86515 | N/A | ACCRUED | COVID-19 OPPORTUNITY GRANT-TRIBAL | $10,000 | ||
| PIMA COUNCIL ON AGING | |||||||||
| 8467 E BROADWAY BLVD | TUCSON | AZ | 85710 | N/A | ACCRUED | END OF LIFE CARE/PLANNING 2020-2023 | $328,236 | ||
| SOUTHERN ARIZONA AIDS FOUNDATION | |||||||||
| 375 SOUTH EUCLID AVENUE | TUCSON | AZ | 85719 | N/A | ACCRUED | END OF LIFE CARE/PLANNING 2020-2023 | $100,000 | ||
| SOUTHWEST FOLKLIFE ALLIANCE | |||||||||
| PO BOX 42044 | TUCSON | AZ | 85733 | N/A | ACCRUED | END OF LIFE CARE/PLANNING 2020-2023 | $100,000 | ||
| SUNDANCE INSTITUTE | |||||||||
| 5900 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | N/A | ACCRUED | 2019 SUMMER INITIATIVE GRANT | $150,000 | SUITE 800 | |
| TUCSON MEDICAL CENTER FOUNDATION | |||||||||
| 5301 E GRANT RD | TUCSON | AZ | 85711 | N/A | ACCRUED | END OF LIFE CARE/PLANNING 2020-2023 | $239,000 | ||
| UNITED WAY OF TUCSON | |||||||||
| 330 NORTH COMMERCE | TUCSON | AZ | 85745 | N/A | ACCRUED | END OF LIFE CARE/PLANNING 2020-2023 | $698,450 | PARK LOOP | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,929,900 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| PROG-RELATED INVESTMENT INC | $3,556 |
| PROGRAM RELATED INTEREST IN | $306 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $275,936 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,233 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$282,563 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $27,606 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,862 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,468 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | PROGRAM RELATED INVESTMENTS HAVE BEEN MADE WITH GROWTH PARTNERS OF ARIZONA IN THE COMBINED AMOUNT OF 250,000. DURING 2020, INTEREST INCOME OF 3,556 WAS EARNED ON THESE INVESTMENTS. | RelationshipStatementTxt |
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 | $11,147 | Amt |
| Net Investment Income | $8,360 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,787 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| 2 DELL OPTIPLEX 990 COMPUTERS | 2011-05-29 | $3,381 | $3,381 | 200DB | 5.0000 | |
| 3 TABLE DESKS PRESENTATION CABINET & SUPPLY | 2011-05-29 | $1,450 | $1,450 | 200DB | 7.0000 | |
| PRESENTATION CABINET & SUPPLIES | 2011-08-31 | $1,339 | $1,339 | 200DB | 7.0000 | |
| FURNITURE & FIXTURES | 2011-12-31 | $9,261 | $9,261 | 200DB | 7.0000 | |
| FURNITURE & FIXTURES | 2011-12-31 | $1,051 | $1,051 | 200DB | 7.0000 | |
| NEW COMPUTERS | 2016-02-26 | $2,495 | $2,279 | 200DB | 5.0000 | $144 |
| FURNITRURE & FIXTURES | 2017-09-20 | $10,868 | $8,734 | 200DB | 7.0000 | $609 |
| BUILDING - 4765 E. CAMP LOWELL | 2017-07-12 | $294,018 | $18,483 | S/L | 39.0000 | $7,539 |
| RENOVATIONS - 4765 E. CAMP LOWELL | 2017-08-25 | $3,490 | $212 | S/L | 39.0000 | $90 |
| RENOVATIONS - 4765 E. CAMP LOWELL | 2017-09-30 | $8,795 | $518 | S/L | 39.0000 | $225 |
| RENOVATIONS - 4765 E. CAMP LOWELL | 2017-10-17 | $2,176 | $124 | S/L | 39.0000 | $56 |
| RENOVATIONS - 4765 E. CAMP LOWELL | 2017-11-06 | $659 | $36 | S/L | 39.0000 | $17 |
| RENOVATIONS - 4765 E. CAMP LOWELL | 2018-01-08 | $551 | $28 | S/L | 39.0000 | $14 |
| COMPUTER EQUIPMENT | 2018-07-16 | $4,385 | $4,385 | 200DB | 5.0000 | |
| EQUIPMENT | 2018-10-05 | $4,360 | $4,360 | 200DB | 5.0000 | |
| EQUIPMENT` | 2011-01-01 | $398 | $398 | 200DB | 5.0000 | |
| NEW COMPUTER | 2019-01-03 | $1,626 | $1,626 | 200DB | 5.0000 | |
| COMPUTER | 2020-03-05 | $2,543 | S/L | 5.0000 | $424 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 2 DELL OPTIPLEX 990 COMPUTERS | $352,846 | $66,783 | $286,063 |
| 3 TABLE DESKS | |||
| PRESENTATION CABINET & SUPPLIES | |||
| FURNITURE & FIXTURES | |||
| FURNITURE & FIXTURES | |||
| COMPUTERS | |||
| FURNITURE & FIXTURES | |||
| BUILDING - 4765 E. CAMP LOWEL | |||
| RENOVATION - 4765 E. CAMP LOWELL | |||
| RENOVATION - 4765 E. CAMP LOWELL | |||
| RENOVATION - 4765 E. CAMP LOWELL | |||
| RENOVATION - 4765 E. CAMP LOWELL | |||
| RENOVATION - 4765 E. CAMP LOWELL | |||
| COMPUTER EQUIIPMENT | |||
| EQUIPMENT | |||
| EQUIPMENT | |||
| COMPUTER |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,640 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,640 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ART WORK | Desc |
| BOY Book Value | $15,090 | BOYBookValueAmt |
| EOY Book Value | $15,090 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| MEDICAL INSURANCE | $23,115 | $1,156 | $21,959 |
| TEMPORARY LABOR | $16,604 | $830 | $15,774 |
| SUBSCRIPTIONS | $14,505 | $725 | $13,780 |
| CONVENINGS | $12,975 | $1,946 | $11,029 |
| PAYROLL PROCESSING | $8,373 | $419 | $7,954 |
| LICENSE & FEES | $7,820 | $391 | $7,429 |
| OFFICE EXPENSES | $6,242 | $312 | $5,930 |
| INTERNET SERVICES | $5,285 | $264 | $5,021 |
| COPIER LEASE | $2,880 | $144 | $2,736 |
| UTILITIES | $2,864 | $143 | $2,721 |
| SWAN CENTER ASSOCIATION ASSES | $2,604 | $130 | $2,474 |
| INSURANCE | $2,343 | $242 | $2,101 |
| MISCELLANEOUS | $1,557 | $78 | $1,479 |
| WORKER'S COMPENSATION INSURAN | $819 | $41 | $778 |
| SECURITY | $543 | $27 | $516 |
| WEB SITE PUBLICATION | $300 | $15 | $285 |
| BANK FEES | $114 | $114 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| PROG-RELATED INVESTMENT INC | $3,556 |
| PROGRAM RELATED INTEREST INC | $306 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ERRORS CORRECTED DURING SOFTWARE CONVERSION | Desc |
| Amt | $179,669 | Amt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt |
|---|---|---|---|---|---|---|
| GROWTH PARTNERS ARIZONA | ||||||
| LOCAL NOT-FOR-PROFIT | $50,000 | 2019-06 | 2021-06 | SEMI-ANNUAL INTEREST PYMTS | 0.0200 | UNSECURED |
| GROWTH PARTNERS ARIZONA | ||||||
| LOCAL NOT-FOR-PROFIT | $200,000 | 2020-01 | 2022-01 | SEMI-ANNUAL INTEREST PYMTS | 0.0200 | UNSECURED |
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 RECEIVABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $250,000 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTANT FEES | $218,179 | $54,545 | $163,634 |
| INVESTMENT FEES | $187,278 | $187,278 | |
| COMPUTER CONSULTANT | $7,790 | $1,948 | $5,842 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INCOME TAX | $34,800 | $34,800 | |
| PROPERTY TAXES | $5,563 | $278 | $5,285 |
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