Louis Foundation Inc: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- Louis Foundation Inc (EIN 86-0211888)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349103614
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T11:16:40-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SOUTH WACKER DR SUITE 3300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606063392 | 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 | 860211888 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O TIMOTHY LOUIS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 3126345306 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 S WACKER DRIVE NO 3300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY C LOUIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3126345306 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TIMOTHY | PersonFirstNm |
| Person Last | LOUIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD J FELLIN CPA | PreparerPersonNm |
| PTIN | P00440453 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
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 | $1,306,562 | 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 | $60,032 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,032 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,661 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $150,818 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,661 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $65,693 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,693 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,056 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,056 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,056 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,056 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $305,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $305,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $308,056 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,056 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $305,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$242,363 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,637 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $878,659 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,123 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,123 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $543,698 | CorporateStockBOYAmt |
| Corporate Stock EOY | $995,201 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,117,300 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $126,091 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $125,096 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,559 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $34,023 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,020 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,020 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,422,357 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,179,994 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,306,562 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,422,357 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,179,994 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,422,357 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,179,994 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,422,357 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,179,994 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,422,357 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$242,363 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,179,994 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,179,994 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MORGAN STANLEY #8087 | PropertyDesc |
| Gross Sales Price | $150,818 | GrossSalesPriceAmt |
| Cost Or Other Basis | $145,157 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,661 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,661 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,661 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $871 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $871 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $871 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $880 | 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 | $880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9 | OverpaymentAmt |
| Applied To ES Tax | $9 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Individual With Books | TIMOTHY LOUIS | IndividualWithBooksNm |
| Phone | 3124539184 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3988 E PARADISE VIEW DRIVE | AddressLine1Txt |
| City | PARADISE VALLEY | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| CARRIE L HULBURD | ||||||||
| RSM 30 S WACKER DR STE 3300 | CHICAGO | IL | 60606 | VICE PRESIDENT | 0.10 | $0 | $0 | $0 |
| TIMOTHY C LOUIS | ||||||||
| RSM 30 S WACKER DR STE 3300 | CHICAGO | IL | 60606 | SECRETARY/PRESIDENT | 0.10 | $0 | $0 | $0 |
| JON HULBURD | ||||||||
| RSM 30 S WACKER DR STE 3300 | CHICAGO | IL | 60606 | TREASURER | 0.10 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $986,137 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $461,785 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,447,922 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,447,922 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,719 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,426,203 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,310 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,310 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $871 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $871 | TotalTaxAmt |
| Distributable Before Adj | $70,439 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $70,439 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $70,439 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $305,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $305,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $305,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,439 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $257,644 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $276,518 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $281,563 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $304,130 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $242,713 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,362,568 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $305,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,439 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $234,561 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,597,129 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $257,644 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,339,485 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $276,518 | ExcessFromYear4Amt |
| Excess From Year3 | $281,563 | ExcessFromYear3Amt |
| Excess From Year2 | $304,130 | ExcessFromYear2Amt |
| Excess From Year1 | $242,713 | ExcessFromYear1Amt |
| Excess From Current Year | $234,561 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS - GRAND CANYON CHAPTER | |||||||
| 6135 NORTH BLACK CANYON HIGHWAY | PHOENIX | AZ | 85015 | NONE | PC | SOCIAL WELFARE | $5,000 |
| DESERT VOICES | |||||||
| 3426 EAST SHEA BOULEVARD | PHOENIX | AZ | 85028 | NONE | PC | SOCIAL WELFARE | $10,000 |
| JUNIOR ACHIEVEMENT OF ARIZONA | |||||||
| 636 WEST SOUTHERN AVENUE | TEMPE | AZ | 85282 | NONE | PC | CHARITABLE | $5,000 |
| ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION | |||||||
| 9400 WEST HIGGINS ROAD SUITE 215 | ROSEMONT | IL | 60018 | NONE | PC | EDUCATION | $10,000 |
| PHOENIX CHILDREN'S HOSPITAL | |||||||
| 1919 E THOMAS ROAD | PHOENIX | AZ | 85016 | NONE | PC | MEDICAL | $25,000 |
| PHOENIX COUNTRY DAY SCHOOL | |||||||
| 3901 EAST STANFORD DRIVE | PARADISE VALLEY | AZ | 85253 | NONE | PC | EDUCATION | $15,000 |
| PLANNED PARENTHOOD OF ARIZONA | |||||||
| 5651 NORTH 7TH STREET | PHOENIX | AZ | 85014 | NONE | PC | SOCIAL WELFARE | $5,000 |
| SOUTHWEST AUTISM RESEARCH FOUNDATION | |||||||
| 300 NORTH 18TH STREET | PHOENIX | AZ | 85006 | NONE | PC | MEDICAL | $20,000 |
| ST MARY'S FOOD BANK | |||||||
| 2831 NORTH 31ST AVENUE | PHOENIX | AZ | 85009 | NONE | PC | SOCIAL WELFARE | $10,000 |
| UNITED FOOD BANK | |||||||
| 245 S NINA DRIVE | MESA | AZ | 85210 | NONE | PC | SOCIAL WELFARE | $10,000 |
| ARIZONA RESTAURANT ASSOCIATION | |||||||
| 3333 E CAMELBACK RD | PHOENIX | AZ | 85018 | NONE | PC | SOCIAL WELFARE | $5,000 |
| ARIZONA HUMANE SOCIETY | |||||||
| 1521 W DOBBINS ROAD | PHOENIX | AZ | 85041 | NONE | PC | CHARITABLE | $5,000 |
| ARIZONA SCIENCE CENTER | |||||||
| 600 EAST WASHINGTON STREET | PHOENIX | AZ | 85004 | NONE | PC | SCIENTIFIC AND NATURE | $5,000 |
| CABLE NATURAL HISTORY MUSEUM | |||||||
| PO BOX 416 13470 COUNTY HWY | CABLE | WI | 54821 | NONE | PC | SCIENTIFIC AND NATURE | $10,000 |
| DEERFIELD ACADEMY | |||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | NONE | PC | EDUCATION | $20,000 |
| DESERT BOTANICAL GARDEN | |||||||
| 1201 NORTH GALVIN PARKWAY | PHOENIX | AZ | 85008 | NONE | PC | SCIENTIFIC AND NATURE | $10,000 |
| HEALTH VOLUNTEERS OVERSEAS | |||||||
| 1900 L STREET NW SUITE 310 | WASHINGTON | DC | 20036 | NONE | PC | SOCIAL WELFARE | $5,000 |
| HOSPICE OF THE VALLEY | |||||||
| 1510 E FLOWER STREET | PHOENIX | AZ | 85014 | NONE | PC | MEDICAL | $25,000 |
| NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE | ARLINGTON | VA | 22203 | NONE | PC | SCIENTIFIC AND NATURE | $7,000 |
| PHOENIX ZOO | |||||||
| 455 NORTH GALVIN PARKWAY | PHOENIX | AZ | 85008 | NONE | PC | ZOOLOGICAL | $10,000 |
| SCOTTSDALE HEALTHCARE FOUNDATION | |||||||
| 10001 NORTH 92ND STREET SUITE 121 | SCOTTSDALE | AZ | 85258 | NONE | PC | MEDICAL | $5,000 |
| THE SALVATION ARMY - SOUTHWEST DIVISION | |||||||
| 2707 EAST VAN BUREN STREET | PHOENIX | AZ | 85008 | NONE | PC | SOCIAL WELFARE | $5,000 |
| VALLEY OF THE SUN UNITED WAY | |||||||
| 3200 EAST CAMELBACK ROAD SUITE 375 | PHOENIX | AZ | 850182328 | NONE | PC | SOCIAL WELFARE | $15,000 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | NONE | PC | EDUCATION | $10,000 |
| TRANSLATIONAL GENOMICS | |||||||
| 445 N FIFTH STREET | PHOENIX | AZ | 85004 | NONE | PC | SCIENTIFIC AND NATURE | $25,000 |
| VALLEYWISE HEALTH FOUNDATION | |||||||
| 2901 E CAMELBACK ROAD | PHOENIX | AZ | 85016 | NONE | PC | SOCIAL WELFARE | $10,000 |
| ST ANDREW'S SCHOOL | |||||||
| 7650 N PASEO DEL NORTE | TUSCON | AZ | 85704 | NONE | PC | EDUCATION | $10,000 |
| NEW WAY ACADEMY | |||||||
| 5048 E OAK STREET | PHOENIX | AZ | 85008 | NONE | PC | EDUCATION | $2,000 |
| THE SOCIETY OF ST VINCENT DE PAUL | |||||||
| 420 W WATKINS ROAD | PHOENIX | AZ | 85003 | NONE | PC | SOCIAL WELFARE | $1,000 |
| HABITAT FOR HUMANITY CENTRAL ARIZONA | |||||||
| 9133 NW GRAND AVE SUITE 1 | PEORIA | AZ | 85345 | NONE | PC | SOCIAL WELFARE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $305,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,032 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,661 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $65,693 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,693 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1100 S.C.JOHNSON & SON, INC. SERIES A 5% CUM. PREF | $63,000 | $63,000 |
| 4805 S.C.JOHNSON & SON, INC. 8 1/2% THIRD PREF | $480,500 | $480,500 |
| 60 S.C.JOHNSON & SON, INC. 5% PREF | $198 | $198 |
| VANGUARD SMALL CAP ETF (VB) | $6,264 | $8,177 |
| ARTISAN DEVELOPING WORLD ADV | $4,954 | $7,002 |
| ARTISAN HIGH INCOME ADV ( | $97,307 | $105,731 |
| GQG PARTNERS EMRG MKTS EQ INS | $4,764 | $106,006 |
| JOHCM INTERNATIONAL SEL I | $19,594 | $23,986 |
| LORD ABBETT SHT DURATION INC F | $255,408 | $259,362 |
| LORD ABBETT ULTRA SHORT BD F | $63,212 | $63,338 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SPDR S&P 500 ETF TRUST (SPY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $28,559 | BookValueAmt |
| EOYFMV | $34,023 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,020 | EOYBookValueAmt |
| EOYFMV | $2,020 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $3,027 | $3,027 | $0 |
| MORGAN STANLEY - FOREIGN TAX | $29 | $29 | $0 |
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