KAI FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KAI FAMILY FOUNDATION (EIN 86-0767197)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-05
- IRS object ID
- 202141259349100339
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-05T10:56:58-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860550947 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R & A CPAS A PROFESSIONAL CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4542 E CAMP LOWELL STE 100 | 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 | 860767197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KAI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAIF | BusinessNameControlTxt |
| Phone | 5207420440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7440 N ORACLE RD BUILDING 2 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIDNEY LEX FELKER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5207420440 | PhoneNum |
| Signature | 2021-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SIDNEY | PersonFirstNm |
| Person Last | LEX FELKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TARIQ A KHAN | PreparerPersonNm |
| PTIN | P00213826 | PTIN |
| Phone | 5208814900 | 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 |
| 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 | $3,043,230 | 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 | $60,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68,167 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,167 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,773 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $276,823 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,773 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $222 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $222 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $160,180 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $100,180 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,374 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,187 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,187 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $511 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $483 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,656 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,670 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,958 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $124,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $124,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $141,556 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,670 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $133,858 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,624 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $92,510 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $79,076 | CashBOYAmt |
| Cash EOY | $202,145 | CashEOYAmt |
| Cash EOYFMV | $202,145 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,955,691 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,813,485 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,813,485 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $27,600 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $27,600 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $27,600 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $27,600 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,062,367 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,043,230 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,043,230 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,015,066 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $977,305 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,015,066 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $977,305 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,737,175 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,737,175 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $18,194 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $18,194 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $291,932 | RetainedEarningBOYAmt |
| Retained Earning EOY | $310,556 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,047,301 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,065,925 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,062,367 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,043,230 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,047,301 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,624 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,065,925 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,065,925 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB LONG TERM GAIN/LOSS | P | $230,181 | $245,050 | -$14,869 | -$14,869 |
| CAPITAL GAINS DIVIDENDS | P | $46,642 | $46,642 | $46,642 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,773 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,286 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,286 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,286 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,052 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,052 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $234 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIDNEY LEX FELKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5207420440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7440 N ORACLE RD BUILDING 2 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HERBERT KAI | ||||||||
| 7440 N ORACLE RD BUILDING 2 | TUCSON | AZ | 85704 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOHN KAI JR | ||||||||
| 7440 N ORACLE RD BUILDING 2 | TUCSON | AZ | 85704 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SIDNEY LEX FELKER | ||||||||
| 7440 N ORACLE RD BUILDING 2 | TUCSON | AZ | 85704 | MANAGING DIRECTOR | 0.75 | $14,374 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,510,002 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $187,821 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $27,600 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,725,423 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,725,423 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,881 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,684,542 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $134,227 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $134,227 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,286 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,286 | TotalTaxAmt |
| Distributable Before Adj | $132,941 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $132,941 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $132,941 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $133,858 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $133,858 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $133,858 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $132,941 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $129,912 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $133,858 | QualifyingDistributionsAmt |
| Applied To Year1 | $129,912 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,946 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $128,995 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE KAI FAMILY FOUNDATION CO SIDNEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7440 N ORACLE RD BUILDING 2 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5207420440 | RecipientPhoneNum |
| Recipient Email Address | SLFELKER@SLFPC.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | SHORT WRITTEN NARRATIVE WITH COPY OF IRS EXEMPTION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 31, FOR FOUNDATION YEAR ENDING SUCCEEDING DECEMBER 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE GIVEN TO EXEMPT ORGANIZATIONS IN TUCSON, PIMA COUNTY, ARIZONA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARIZONA VETERANS' MEMORIAL CEMETARY | |||||||
| 15950 N LUCKETT ROAD | MARANA | AZ | 85653 | NONE | AZ STATE GOVERNMENT | PROVIDE INTERMENT FOR QUALIFIED VETERANS AT NO COST | $2,000 |
| CARING MINISTRIES INC | |||||||
| 820 W CALLE SUR | TUCSON | AZ | 85705 | NONE | PUBLIC | SUPPORT LOCAL COMMUNITIES BY PROVIDING FOOD, CLOTHING, AND OTHER RESOURCES WHILE SHARING THE LOVE AND SALVATION OF JESUS CHRIST TO EVERYONE WE SERVE | $9,000 |
| CASA ESPERANZA PARA NINOS | |||||||
| 1900 WEST CHANDLER BLVD 15-359 | CHANDLER | AZ | 85244 | NONE | PUBLIC | PUBLIC CHARITY | $1,500 |
| CHILDREN'S MUSEUM ORO VALLEY | |||||||
| 200 S 6TH AVENUE | TUCSON | AZ | 85701 | NONE | PUBLIC | PROVIDE FUN, HANDS-ON EXPERIENCES FOR CHILDREN WITH AN EARLY CHILDHOOD EDUCATION FOCUS | $1,000 |
| COMIC RELIEF INC | |||||||
| 1351 W PRINCE ROAD | TUCSON | AZ | 85705 | NONE | 501(C)(3) | SUPPORT THE RED NOSE DAY CAMPAIGN TO END CHILD POVERTY | $3,500 |
| DISABLED AMERICAN VETERANS - CHAPTER 4 TUCSON ARIZONA | |||||||
| 4145 W INA RD SUITE 131 | TUCSON | AZ | 85741 | NONE | PUBLIC | SUPPORT U.S. MILITARY VETERANS IN NORTHERN PIMA COUNTY | $3,000 |
| INTERFAITH COMMUNITY SERVICES | |||||||
| 2820 W INA ROAD | TUCSON | AZ | 85741 | NONE | 501(C)(3) | SUPPORT A VARIETY OF SERVICES FOR FAMILIES IN SEVERE FINANCIAL DIFFICULTIES | $2,000 |
| MARANA HIGH SCHOOL PTO | |||||||
| PO BOX 1462 | CORTARO | AZ | 85652 | NONE | 501(C)(3) | SUPPORT TEACHERS AND STUDENTS AT MARANA HIGH SCHOOL | $5,000 |
| MARANA UNIFIED SCHOOL DISTRICT SOS FUND | |||||||
| 13197 N SILVER CHOLLA PL | MARANA | AZ | 85658 | NONE | PUBLIC SCHOOL | HELP STUDENTS IN NEED RECEIVE ITEMS NECESSARY FOR A SUCCESSFUL SCHOOL YEAR | $2,000 |
| PEPPERDINE UNIVERSITY | |||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 90263 | NONE | 501(C)(3) | GRANT FOR RESTORATION OF THE HERO'S GARDEN DAMAGED BY FIRE | $2,400 |
| PROJECT GRADUATION AMPHITHEATER HIGH SCHOOL | |||||||
| 11475 N MOUNTAIN BREEZE DRIVE | ORO VALLEY | AZ | 85737 | NONE | PUBLIC | PROVIDE A SAFE AND MEMORABLE CELEBRATION FOR ALL GRADUATING SENIORS | $7,500 |
| SANTA CATALINA CATHOLIC CHURCH | |||||||
| 14380 N ORACLE ROAD | TUCSON | AZ | 85739 | NONE | CHURCH | SUPPORT THE CHURCH'S SPECIAL EDUCATION EFFORTS WITHIN THE AMPHITHEATER SCHOOL DISTRICT | $1,000 |
| TUCSON CHINESE CULTURAL CENTER | |||||||
| 1288 WEST RIVER ROAD | TUCSON | AZ | 85704 | NONE | 501(C)(3) | PROMOTE, SPONSOR AND EDUCATE THE COMMUNITY RELATING TO CHINESE CULTURE AND HERITAGE | $25,000 |
| UAFU OF A PRESENTS | |||||||
| PO BOX 210158 | TUCSON | AZ | 85721 | NONE | 501(C)(3) | SUPPORT CULTURAL PROGRAMS FOR LOCAL COMMUNITY | $15,000 |
| UP WITH PEOPLE | |||||||
| 6800 BROADWAY SUITE 106 | DENVER | CO | 80221 | NONE | 501(C)(3) | SUPPORT COMMUNITY SERVICE EDUCATIONAL ORGANIZATION | $10,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 4002030 | DES MOINS | IA | 50340 | NONE | 501(C)(3) | SUPPORT EFFORTS TO REDUCE DEATH CAUSED BY HEART DISEASE AND STROKE | $10,000 |
| FRIENDS OF PIMA ANIMAL CARE CENTER | |||||||
| PO BOX 85370 | TUCSON | AZ | 85754 | NONE | 501(C)(3) | TO SUPPORT GENERAL OPERATIONS | $1,000 |
| THERAPEUTIC RIDING OF TUCSON | |||||||
| 8920 E WOODLAND ROAD | TUCSON | AZ | 85749 | NONE | 501(C)(3) | ENRICH THE LIVES OF PEOPLE WITH SPECIAL NEEDS USING EQUINE-ASSISTED ACTIVITIES | $1,000 |
| OPEN DOORS COMMUNITY SCHOOL | |||||||
| 13644 N SANDARIO ROAD | MARANA | AZ | 85653 | NONE | 501(C)(3) | SUPPORT A CHARTER K-8 PUBLIC SCHOOL TO MEET THE NEEDS OF FAMILIES IN RURAL MARANA, AZ | $2,000 |
| SISTER JOSE WOMEN'S CENTER | |||||||
| PO BOX 1028 | TUCSON | AZ | 85702 | NONE | 501(C)(3) | PROVIDE CARE AND NUTURE TO HOMELESS WOMEN | $500 |
| THE MARSHALL HOME FOR MEN | |||||||
| 3314 S 16TH AVENUE | TUCSON | AZ | 85713 | NONE | 501(C)(3) | PROVIDE LODGING, FOOD, AND CARE FOR ELDERLY INFIRM MEN | $3,500 |
| SET FREE CHURCH TUCSON | |||||||
| 7400 N COBBLESTONE ROAD | TUCSON | AZ | 85718 | NONE | CHURCH | SUPPORT FAITH BASED MINISTRY THAT GIVES HOPE TO THOSE WHO FEEL LOST | $10,000 |
| CAMPUS COMMUNITY CHURCH | |||||||
| 7400 N COBBLESTONE ROAD | TUCSON | AZ | 85718 | NONE | CHURCH | SUPPORT MISSION TO CONNECT PEOPLE IN THE UNIVERSITY OF ARIZONA COMMUNITY WITH JESUS CHRIST | $5,000 |
| MOBILE MEALS OF SOUTHERN ARIZONA | |||||||
| 4803 E 5TH STREET SUITE 209 | TUCSON | AZ | 85711 | NONE | 501(C)(3) | TO DELIVER SPECIAL DIET MEALS TO HOMEBOUND ADULTS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $124,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,167 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $222 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,773 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $100,180 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,180 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAMIE KAI ESTATE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7440 N ORACLE ROAD BLDG 2 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $60,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB - SECURITIES | StockNm |
| EOY Book Value | $2,813,485 | EOYBookValueAmt |
| EOYFMV | $2,813,485 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES & MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $21 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ATLS PRODUCTION | Desc |
| Revenue And Expenses Per Books | $222 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $222 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $222 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON ASSETS | Desc |
| BOY Book Value | $1,015,066 | BOYBookValueAmt |
| EOY Book Value | $977,305 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $28 | $0 | $0 |
| PROPERTY TAXES | $467 | $467 | $0 |
| STATE TAX | $16 | $16 | $0 |
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