ALLYN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ALLYN FAMILY FOUNDATION (EIN 86-6296683)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-14
- IRS object ID
- 202042279349100419
- 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
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-14T13:44:41-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHRYN A BRADLEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14301 NORTH 87TH STREET SUITE 208 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 866296683 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLYN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLY | BusinessNameControlTxt |
| Phone | 5202193491 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14301 N 87TH STREET | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE R SUNDERLAND | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 5202193491 | PhoneNum |
| Signature | 2020-04-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHRYN A BRADLEY | PreparerPersonNm |
| PTIN | P00546138 | PTIN |
| Phone | 4805843517 | PhoneNum |
| Preparation | 2020-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,527,970 | 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 | $353,941 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $32,621 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,621 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $386,562 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,621 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $7,080 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,540 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,540 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $10,276 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,276 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $562 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $477 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $80 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $80 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,998 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,293 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,620 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $266,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $266,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $283,998 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,293 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $269,620 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $102,564 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,328 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,174 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,862 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,862 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $476,700 | CorporateStockBOYAmt |
| Corporate Stock EOY | $525,651 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,421,601 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $44,519 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $44,519 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $45,575 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $7 | OtherAssetsBOYAmt |
| Other Assets EOY | $932 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $932 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $528,400 | TotalAssetsBOYAmt |
| Total Assets EOY | $630,964 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,527,970 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $577,184 | CapitalStockBOYAmt |
| Capital Stock EOY | $577,184 | CapitalStockEOYAmt |
| Retained Earning BOY | -$48,784 | RetainedEarningBOYAmt |
| Retained Earning EOY | $53,780 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $528,400 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $630,964 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $528,400 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $630,964 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $528,400 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $102,564 | ExcessRevenueOverExpensesAmt |
| Subtotal | $630,964 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $630,964 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $68,965 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,241,935 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055530 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $59,158 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,188,746 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049765 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $60,447 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,085,076 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055708 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $62,019 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,123,331 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055210 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $62,306 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,153,734 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054004 | DistributionYr5Rt |
| Total Distribution | 0.270217 | TotalDistributionRt |
| Average Distribution | 0.054043 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,369,614 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $74,018 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $183 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $74,201 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $269,620 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $183 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $183 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $183 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $480 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $480 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$480 | OriginalReturnOverpaymentAmt |
| Overpayment | $297 | OverpaymentAmt |
| Applied To ES Tax | $297 | 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 | Kathryn A Bradley PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4805843517 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14301 N 87th St Suite 208 | AddressLine1Txt |
| City | Scottsdale | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852603692 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Louise A Sunderland | ||||||||
| 2226 Chestnut | Wilmette | IL | 60091 | Trustee | 1.00 | $0 | $0 | $0 |
| Anne R Sunderland | ||||||||
| 2449 W Dry Canyon Place | Oro Valley | AZ | 85742 | Trustee | 1.00 | $0 | $0 | $0 |
| Mary C Sunderland | ||||||||
| 11 Maple Road | Chatham | NJ | 07928 | Trustee | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,300,777 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $89,694 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,390,471 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,390,471 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,857 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,369,614 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,481 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,481 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $183 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $183 | TotalTaxAmt |
| Distributable Before Adj | $68,298 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $68,298 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $68,298 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $269,620 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $269,620 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $183 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $269,437 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,298 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $68,502 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $68,502 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $269,620 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $269,620 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $68,298 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $68,298 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $269,824 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $269,824 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $204 | ExcessFromYear1Amt |
| Excess From Current Year | $269,620 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALLYN FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14301 N 87TH STREET SUITE 208 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4805843517 | RecipientPhoneNum |
| Form And Info And Materials | Amount and purpose of grant. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | June 30 of each year | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grants are limited to $5,000 and priority will be given to grants from Pima County, AZ, Maricopa County, AZ, Cook County, IL and Morris County, NJ. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COLUMBIA UNIVERSITY | ||||||
| W 116th Broadway | New York | NY | 10027 | PUBLIC | Educational | $1,000 |
| GILL STBERNARD'S SCHOOL | ||||||
| St Bernards Road Box 604 | Gladstone | NJ | 07934 | PUBLIC | Educational | $1,000 |
| KUAZ FMAM | ||||||
| 1423 E University Blvd | Tucson | AZ | 85721 | PUBLIC | Public Broadcasting | $5,000 |
| STANFORD UNIVERSITY | ||||||
| 559 Nathan Abbott Way | Palo Alto | CA | 94305 | PUBLIC | Educational | $1,000 |
| FAMILY PROMISES OF MORRIS COUNTY | ||||||
| PO Box 1494 | Morristown | NJ | 07962 | PUBLIC | Homeless | $2,500 |
| CORNERSTONE CHURCH OF TUCSON | ||||||
| 7620 N HARTMAN 100 | TUCSON | AZ | 85743 | PUBLIC | RELIGIOUS | $3,000 |
| Vassar College | ||||||
| 124 Raymond Ave | Poughkeepsie | NY | 12601 | PUBLIC | Educational | $201,000 |
| Windsor School | ||||||
| Pilgrim Road | Boston | MA | 02215 | PUBLIC | Educational | $1,000 |
| YOUTH ON THEIR OWN | ||||||
| 1660 N ALVERNON WAY | TUCSON | AZ | 85712 | PUBLIC | CHILDREN | $2,000 |
| PIMA COUNCIL ON AGING | ||||||
| 8467 E BROADWAY | TUCSON | AZ | 85710 | PUBLIC | ELDERLY SERVICES | $2,000 |
| CHILDREN ON THE GREEN | ||||||
| 50 S PARK PL | MORRISTOWN | NJ | 07960 | PUBLIC | EDUCATION | $1,000 |
| REGINA DOMINICAN HIGH SCHOOL | ||||||
| 701 LOCUST RD | WILMETTE | IL | 60091 | PUBLIC | EDUCATION | $1,000 |
| LITERACY CONNECTS | ||||||
| 200 E YAVAPAI | TUCSON | AZ | 85705 | PUBLIC | LITERACY | $3,000 |
| DEPAUW UNIVERSITY | ||||||
| PO BOX 37 | GREENCASTLE | IN | 46135 | PUBLIC | EDUCATIONAL | $1,000 |
| DAYTON FOUNDATION | ||||||
| 40 N MAIN STREET 500 | DAYTON | OH | 45423 | PUBLIC | EDUCATION | $27,000 |
| HEADQUARTERS COMMUNITY DEVELOPERS INC | ||||||
| 6 DUMONT PLACE 3 | MORRISTOWN | NJ | 07960 | PUBLIC | HOMELESS | $3,500 |
| NORTHWEST NJ COMMUNITY ACTION | ||||||
| 350 MARSHALL STREET | PHILLIPSBURG | NJ | 08865 | PUBLIC | FOOD BANK | $7,400 |
| ALFRE INC | ||||||
| 56 MT KEMBLE AVE | MORRISTOWN | NJ | 07960 | PUBLIC | WOMEN'S SERVICES | $2,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $266,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,621 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,621 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,621 | 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 |
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 | ESTATE OF MARY LOUSE SUNDERLAND | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14301 N 87TH ST SUITE 208 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $353,941 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES INTERMEDIATE CREDIT | $16,564 | $17,394 |
| ISHARES TR SHORT TERM CORP | $15,827 | $16,089 |
| VANGUARD BD INDEX | $12,128 | $12,092 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLSTATE | $6,422 | $22,490 |
| AMERICAN EXPRESS | $777 | $49,796 |
| CISCO SYSTEMS | $933 | $33,572 |
| COMCAST | $16,710 | $71,952 |
| EMERSON ELECTRIC | $2,638 | $26,691 |
| EXXON MOBIL | $1,033 | $37,332 |
| INTEL CORPORATION | $2,631 | $38,903 |
| JOHNSON & JOHNSON | $8,913 | $58,348 |
| MERCK & CO | $8,036 | $40,928 |
| MFC SELECT SECTOR SPDR TR FINANCIAL | $13,627 | $30,780 |
| MICROSOFT | $2,194 | $137,988 |
| NIKE INC | $9,740 | $20,262 |
| PEPSICO INC | $3,246 | $34,168 |
| PFIZER | $5,255 | $11,754 |
| PROCTOR & GAMBLE | $1,122 | $56,205 |
| SPDR DJ WILSHIRE INTERNATIONAL | $11,751 | $11,637 |
| SPDR S&P 500 ETF | $49,923 | $51,498 |
| STARBUCKS CORP | $7,967 | $17,584 |
| UNITED TECHNOLOGIES | $7,846 | $29,952 |
| VANGUARD EUROPE PACIFIC | $161,803 | $192,322 |
| VANGUARD INFORMATION TECHNOLOGY | $19,092 | $67,334 |
| VANGUARD MIDCAP VIPER | $59,279 | $135,417 |
| VANGUARD REIT VIPER | $32,149 | $51,962 |
| VANGUARD SMALL CAP VIPER | $73,401 | $159,843 |
| VERIZON COMMUNICATIONS | $10,251 | $18,420 |
| WALT DISNEY CO | $8,912 | $14,463 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KATHRYN A. BRADLEY, P.C. LEGAL/TAX PREP | CategoryTxt |
| Legal Fees | $7,080 | LegalFeesAmt |
| Net Investment Income | $3,540 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,540 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $7 | BOYBookValueAmt |
| EOY Book Value | $932 | EOYBookValueAmt |
| EOYFMV | $932 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECRETARIAL | Desc |
| Revenue And Expenses Per Books | $80 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $80 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Northern Trust Investment advisory | CategoryTxt |
| Amt | $10,276 | Amt |
| Net Investment Income | $10,276 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $477 | $477 |
| NET ESTIMATED TAX PAYMENTS | $85 |
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