MARCO FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARCO FOUNDATION (EIN 86-0969412)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202143159349100729
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T06:55:57-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200741103 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blaine A Whitaker CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4531 N 16th Street Ste 103 | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860969412 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marco Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 4808654462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4431 E Sunset Drive | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mark N Sklar | PersonNm |
| Person Title | Director/Pres | PersonTitleTxt |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Mark N | PersonFirstNm |
| Person Last | Sklar | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Blaine A Whitaker | PreparerPersonNm |
| PTIN | P00146222 | PTIN |
| Phone | 6022647544 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $13,777,340 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $250,462 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $250,462 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $357,985 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,433,751 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $357,985 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,690 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,690 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $614,137 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $614,137 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,825 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $83,869 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $83,869 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $45,923 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,402 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $134,617 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,096 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $920,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $920,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,054,617 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,096 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $920,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$440,480 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $521,041 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,143 | CashBOYAmt |
| Cash EOY | $9,611 | CashEOYAmt |
| Cash EOYFMV | $9,611 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $919,995 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $268,662 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $268,662 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $404,612 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $404,612 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $404,612 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $404,612 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $8,543,276 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,901,970 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,901,970 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,596,230 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,613,587 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,613,587 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $582,788 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $578,898 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $578,898 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,055,044 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,777,340 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,777,340 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $13,055,044 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,777,340 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,055,044 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,777,340 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,055,044 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,777,340 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,055,044 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$440,480 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,162,776 | OtherIncreasesAmt |
| Subtotal | $13,777,340 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,777,340 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Publicly Traded Securities - ST | P | 2020-01-01 | 2020-06-30 | $1,158,515 | $1,213,802 | -$55,287 | -$55,287 |
| Publicly Traded Securities - LT | P | 2010-01-01 | 2020-06-30 | $1,217,113 | $861,964 | $355,149 | $355,149 |
| Gain from Partnership - LT | P | 2010-01-01 | 2020-06-30 | $7,698 | $7,698 | $7,698 | |
| Capital Gain Dividends | $50,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $357,985 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,242 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,242 | SubtotalAmt |
| Tax Based On Investment Income | $7,242 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $13,358 | OverpaymentAmt |
| Applied To ES Tax | $13,358 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mark N Sklar | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4808654462 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4431 E Sunset Drive | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mark N Sklar | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4431 E Sunset Drive | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Director/Pres | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,808,334 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $603,206 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $982 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,412,522 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $13,412,522 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $201,188 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,211,334 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $660,567 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $660,567 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,242 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,242 | TotalTaxAmt |
| Distributable Before Adj | $653,325 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $653,325 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $653,325 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $920,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $920,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $920,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $653,325 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $48,449 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $126,578 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $165,778 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $107,682 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $448,487 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $920,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $653,325 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $266,675 | RemainingDistriFromCorpusAmt |
| Total Corpus | $715,162 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $48,449 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $666,713 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $126,578 | ExcessFromYear4Amt |
| Excess From Year2 | $165,778 | ExcessFromYear2Amt |
| Excess From Year1 | $107,682 | ExcessFromYear1Amt |
| Excess From Current Year | $266,675 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Mark N Sklar | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Mark N Sklar | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4431 E Sunset Dr | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4803677367 | RecipientPhoneNum |
| Form And Info And Materials | In writing by qualif Org under SEC 501(C)(3) IRC. State request & purpose. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Organizations qualified under SEC 501(C)(3) of the internal revenue code. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| The Oasis School | |||||||
| 7220 N 16th Street Ste H | Phoenix | AZ | 85020 | None | PC | General Operational Support | $25,000 |
| St Vincent de Paul | |||||||
| 420 W Watkins Road | Phoenix | AZ | 85003 | None | PC | General Operational Support | $15,000 |
| Jewish Family Children's Service | |||||||
| 4747 N 7th Street Ste 100 | Phoenix | AZ | 85014 | None | PC | General Operational Support | $60,000 |
| Banner Health Foundation | |||||||
| 2901 N Central Ave Ste 160 | Phoenix | AZ | 85012 | None | PC | General Operational Support | $200,000 |
| Jewish Community Center | |||||||
| 12701 N Scottsdale Rd Ste 201 | Scottsdale | AZ | 85254 | None | PC | General Operational Support | $250,000 |
| Valley Beit Midrash | |||||||
| 4645 E Marilyn Road | Phoenix | AZ | 85032 | None | PC | General Operational Support | $30,000 |
| Pardes Jewish Day School | |||||||
| 12753 N Scottsdale Rd | Scottsdale | AZ | 85254 | None | PC | General Operational Support | $250,000 |
| BBYO Mountain Region | |||||||
| 800 8th Street NW | Washington | DC | 20001 | None | PC | General Operational Support | $10,000 |
| Jewish Free Loan | |||||||
| 3443 N Central Ave Ste 707 | Phoenix | AZ | 85012 | None | PC | General Operational Support | $80,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $920,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $250,462 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $357,985 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Federal Tax Refund | 1 | |
| Interest Income from K-1 | 14 | $55 |
| Interest on loans | 14 | $5,058 |
| Ordinary Income from K-1 | 14 | $355 |
| Other Income | 14 | $222 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $614,137 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $614,137 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $4,825 | Amt |
| Net Investment Income | $4,825 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate/Government Securities | BondNm |
| EOY Book Value | $2,613,587 | EOYBookValueAmt |
| EOYFMV | $2,613,587 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stocks | StockNm |
| EOY Book Value | $9,901,970 | EOYBookValueAmt |
| EOYFMV | $9,901,970 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Real Estate Funds | FMV | $385,930 | $385,930 |
| Commodity Funds | FMV | $191,986 | $191,986 |
| SMS Financial XXIII LLC | AT COST | $982 | $982 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Interest Income from K-1 | $55 | $55 |
| Interest on loans | $5,058 | $5,058 |
| Ordinary Income from K-1 | $355 | $355 |
| Other Income | $222 | $222 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (2 entries)
| Balance DueBalanceDueAmt |
|---|
| Loan to Mark Tarbell |
| $404,612 |
| Loan to Whispering Hope Ranch |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $83,869 | Amt |
| Net Investment Income | $83,869 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Taxes | $41,521 | |
| Foreign Taxes | $4,402 | $4,402 |
Comments