CAROLINE LOTT JESSEN FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CAROLINE LOTT JESSEN FOUNDATION (EIN 20-2056562)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-01
IRS object ID
202041839349100609
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-01T10:24:08-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN710817652PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FROST PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1680 W 8TH STREETAddressLine1Txt
CityYUMACityNm
State AbbreviationAZStateAbbreviationCd
ZIP85364ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202056562EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAROLINE LOTT JESSEN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAROBusinessNameControlTxt
Phone9288191559PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1770 SOUTH POST OAK LANE SUITE 460AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJON JESSENPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone9288191559PhoneNum
Signature2020-07-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIM TERKELSENPreparerPersonNm
PTINP00305230PTIN
Phone9287829831PhoneNum
Preparation2020-07-01PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$689,183FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$490,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$304InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$304InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$304InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$3,719DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,719DividendsNetInvstIncmAmt
Dividends Adj Net Incm$3,719DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$3,142NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$59,787GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,142CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$497,165TotalRevAndExpnssAmt
Total Net Invst Incm$7,165TotalNetInvstIncmAmt
Total Adj Net Incm$4,023TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,981AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,816OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$205TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,002TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$183,375ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$183,375ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$188,377TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$183,375TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$308,788ExcessRevenueOverExpensesAmt
Net Investment Income$7,165NetInvestmentIncomeAmt
Adjusted Net Income$4,023AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$238,076CashBOYAmt
Cash EOY$541,836CashEOYAmt
Cash EOYFMV$541,836CashEOYFMVAmt
Other Investments BOY$108,324OtherInvestmentsBOYAmt
Other Investments EOY$113,239OtherInvestmentsEOYAmt
Other Investments EOYFMV$147,347OtherInvestmentsEOYFMVAmt
Total Assets BOY$346,400TotalAssetsBOYAmt
Total Assets EOY$655,075TotalAssetsEOYAmt
Total Assets EOYFMV$689,183TotalAssetsEOYFMVAmt
Other Liabilities BOY$104OtherLiabilitiesBOYAmt
Other Liabilities EOY$143OtherLiabilitiesEOYAmt
Total Liabilities BOY$104TotalLiabilitiesBOYAmt
Total Liabilities EOY$143TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$346,296CapitalStockBOYAmt
Capital Stock EOY$654,932CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$346,296TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$654,932TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$346,400TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$655,075TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$346,296TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$308,788ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$655,084SubtotalAmt
Other Decreases$152OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$654,932TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WELLS FARGO SHORT TERMP$17,657$17,906-$249-$249
WELLS FARGO LONG TERMP$41,931$38,739$3,192$3,192
CAPITAL GAINS DIVIDENDSP$199$199$199
FieldValueIRS element (for citing)
Capital Gain Net Income$3,142CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$249NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$472,706AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$349,617NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.352068DistributionYr1Rt
Adjusted Qlfy Distri Yr2$613,299AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$505,114NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.214179DistributionYr2Rt
Adjusted Qlfy Distri Yr3$76,324AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$486,567NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.156862DistributionYr3Rt
Adjusted Qlfy Distri Yr4$134,547AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$588,075NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.228792DistributionYr4Rt
Adjusted Qlfy Distri Yr5$229,207AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$321,790NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.712288DistributionYr5Rt
Total Distribution3.664189TotalDistributionRt
Average Distribution0.732838AverageDistributionRt
Net Vl Noncharitable Assets$724,490NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$530,934AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$72NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$531,006AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$183,375QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$143InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$143SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$143TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$143TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGOWAN COMPANY - R SUCIUIndividualWithBooksNm
Phone9288191559PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1370 S MAIN STREETAddressLine1Txt
CityYUMACityNm
State AbbreviationAZStateAbbreviationCd
ZIP85364ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROLINE LOTT JESSEN
370 S MAIN STREETYUMAAZ85364PRESIDENT4.00$0$0$0
JON JESSEN
370 S MAIN STREETYUMAAZ85364VICE PRESIDENT2.00$0$0$0
DIRK JESSEN
370 S MAIN STREETYUMAAZ85364SECRETARY1.00$0$0$0
DR GOWAN JESSEN DECKEY
370 S MAIN STREETYUMAAZ85364TREASURER1.00$0$0$0
MARK C JESSEN
370 S MAIN STREETYUMAAZ85365ASST SECRETARY1.00$0$0$0
JULI JESSEN
370 S MAIN STREETYUMAAZ85364ASST TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$135,586AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$599,937AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$735,523TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$735,523AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,033CashDeemedCharitableAmt
Net Vl Noncharitable Assets$724,490NetVlNoncharitableAssetsAmt
Minimum Investment Return$36,225MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$36,225MinimumInvestmentReturnAmt
Tax Based On Investment Income$143TaxBasedOnInvestmentIncomeAmt
Total Tax$143TotalTaxAmt
Distributable Before Adj$36,082DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$36,082DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$36,082DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$183,375ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$183,375QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$183,375AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$36,082DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$213,219ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$105,203ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$52,120ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$588,163ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$455,433ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,414,138TotalExcessDistributionCyovAmt
Qualifying Distributions$183,375QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$36,082AppliedToCurrentYearAmt
Remaining Distri From Corpus$147,293RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,561,431TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$213,219ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,348,212ExcessDistriCyovToNextYrAmt
Excess From Year4$105,203ExcessFromYear4Amt
Excess From Year3$52,120ExcessFromYear3Amt
Excess From Year2$588,163ExcessFromYear2Amt
Excess From Year1$455,433ExcessFromYear1Amt
Excess From Current Year$147,293ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCAROLINE LOTT JESSENContributingManagerNm
Contributing ManagerJON JESSENContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CRANE SCHOOL DISTRICT-GAP PROGRAM
4250 W 16TH STREETYUMAAZ85364N/AEDUCATIONAL$141,175
ARIZONA'S CHILDREN ASSOCIATION
3636 N CENTRAL AVE SUITE 200PHOENIXAZ85012N/ACHARITABLE$1,000
UNIVERSITY OF ARIZONA FOUNDATION - MEDCAT SCHOLARS PROGRAM
1111 N CHERRY AVETUCSONAZ85719N/AEDUCATIONAL$40,000
THE HEALING JOURNEY
2197 S 4TH AVE STE 202YUMAAZ85364N/ACHARITABLE$1,200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$183,375TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$304ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,719ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,142ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$7,165ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,165TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
GOWAN COMPANY
1370 S MAIN STREETYUMAAZ85364$450,000Yes (X)
JON AND CAROLINE JESSEN
2370 S MAIN STREETYUMAAZ85364$40,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,981Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemWELLS FARGO SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$113,239BookValueAmt
EOYFMV$147,347EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS$9
INCOME TAX EXPENSE$143

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescINCOME TAXES PAYABLEDesc
BOY Book Value$104BOYBookValueAmt
EOY Book Value$143EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$2,816Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$80$0$0$0
FRANCHISE TAXES$125$0$0$0

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