SURPLUS LINE ASSOCIATION OF ARIZONA FOUNDATION TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SURPLUS LINE ASSOCIATION OF ARIZONA FOUNDATION TR (EIN 86-6320000)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-04
- IRS object ID
- 202532479349100513
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-04T15:40:21-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 866320000 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Surplus Line Association of Arizona | BusinessNameLine1Txt |
| Business Name Line2 | foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SURP | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Edward Dresselhuys | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-08-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,988,671 | 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 | $2,600,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $68,326 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $68,326 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,005 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,005 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $300,436 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $300,436 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,979,767 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $379,767 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $4,836 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $42,633 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $450 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $42,183 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,469 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $450 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,183 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,703,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,703,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,750,469 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $450 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,745,183 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $229,298 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $379,317 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,395,276 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,356,061 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,356,061 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $5,878 | USGovernmentObligationsBOYAmt |
| Corporate Bonds BOY | $302,186 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $276,141 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $255,919 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,473,208 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,773,644 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,376,691 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,176,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,405,846 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,988,671 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,176,548 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,405,846 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,176,548 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,405,846 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,176,548 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,405,846 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,176,548 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $229,298 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,405,846 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,405,846 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $30,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $30,000 | CostOrOtherBasisAmt |
| Gain Or Loss | $0 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,273 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,273 | SubtotalAmt |
| Tax Based On Investment Income | $5,273 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,900 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $27 | OverpaymentAmt |
| Applied To ES Tax | $27 | 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 | Yes (true) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| Marc Adler | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Sec, Treas | 1.0 | $0 | $0 | $0 |
| Scott Culler | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Edward Dresselhuys | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, VP | 1.0 | $0 | $0 | $0 |
| Terri Edwards | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Lanny Hair | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Erick L Johnson CPCU | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Konnie Keaschall-Kiser | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Pres | 1.0 | $0 | $0 | $0 |
| James Mann | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Teresa Quale | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| J Scott Wede | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, exec dir | 1.0 | $0 | $0 | $0 |
| Michelle Wilkinson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $261,387 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,163,221 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,376,691 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,801,299 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,801,299 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $132,019 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,669,280 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $433,464 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $433,464 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,273 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,273 | TotalTaxAmt |
| Distributable Before Adj | $428,191 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $428,191 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $428,191 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,745,183 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,745,183 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $428,191 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $453,604 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $864,895 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $814,584 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,184,131 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,225,547 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,542,761 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,745,183 | QualifyingDistributionsAmt |
| Applied To Current Year | $428,191 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,316,992 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,859,753 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $453,604 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,406,149 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $864,895 | ExcessFromYear4Amt |
| Excess From Year3 | $814,584 | ExcessFromYear3Amt |
| Excess From Year2 | $1,184,131 | ExcessFromYear2Amt |
| Excess From Year1 | $1,225,547 | ExcessFromYear1Amt |
| Excess From Current Year | $2,316,992 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 100 CLUB OF ARIZONA | |||||||
| 333 N 44TH ST STE 100 | PHOENIX | AZ | 85008 | N/A | PC | SES Committee Funding | $50,000 |
| ABILITY360 INC | |||||||
| 5025 EAST WASHINGTON ST | PHOENIX | AZ | 85034 | N/A | PC | General & Unrestricted | $5,000 |
| ACT ONE | |||||||
| 910 E OSBORN RD STE B 1 | PHOENIX | AZ | 85014 | N/A | PC | General & Unrestricted | $5,000 |
| AID TO WOMEN CENTER | |||||||
| 1328 E APACHE BLVD | TEMPE | AZ | 85281 | N/A | PC | General & Unrestricted | $10,000 |
| ALS ARIZONA | |||||||
| 360 E CORONADO RD STE 140 | PHOENIX | AZ | 85004 | N/A | PC | General & Unrestricted | $5,000 |
| ANDRE HOUSE OF ARIZONA INC | |||||||
| PO BOX 2014 | PHOENIX | AZ | 85001 | N/A | PC | General & Unrestricted | $200,000 |
| ARIZONA ART ALLIANCE | |||||||
| 4327 E LEWIS AVE | PHOENIX | AZ | 85008 | N/A | PC | General & Unrestricted | $10,000 |
| ARIZONA COMMUNITY FOUNDATION | |||||||
| 2201 E CAMELBACK RD STE 405B | PHOENIX | AZ | 85016 | N/A | PC | Phoenix Angel of Hope | $3,000 |
| ARIZONA HUMANE SOCIETY | |||||||
| 1521 W DOBBINS RD | PHOENIX | AZ | 85041 | N/A | PC | General & Unrestricted | $25,000 |
| ARTHRITIS FOUNDATION INC | |||||||
| 3028 E WESCOTT DR | PHOENIX | AZ | 85050 | N/A | PC | General & Unrestricted | $10,000 |
| AUTISM SOCIETY OF GREATER PHOENIX | |||||||
| PO BOX 10543 | PHOENIX | AZ | 85064 | N/A | PC | General & Unrestricted | $10,000 |
| BARROW NEUROLOGICAL FOUNDATION | |||||||
| 2910 N 3RD AVE STE 450 | PHOENIX | AZ | 85013 | N/A | PC | General & Unrestricted | $15,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 8840 E CHAPARRAL RD STE 200 | SCOTTSDALE | AZ | 85250 | N/A | PC | General & Unrestricted | $15,000 |
| CAMELBACK KIWANIS MEMORIAL FUND | |||||||
| 1721 E MOHAWK LN | PHOENIX | AZ | 85024 | N/A | PC | General & Unrestricted | $10,000 |
| COMMUNITY FOOD BANK INC | |||||||
| 3003 S COUNTRY CLUB RD | TUCSON | AZ | 85713 | N/A | PC | General & Unrestricted | $200,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 2777 E CAMELBACK RD STE 330 | PHOENIX | AZ | 85016 | N/A | PC | General & Unrestricted | $5,000 |
| FREE ARTS FOR ABUSED CHILDREN OF ARIZONA | |||||||
| 352 E CAMELBACK RD STE 100 | PHOENIX | AZ | 85012 | N/A | PC | General & Unrestricted | $5,000 |
| FREED SPIRITS ANIMAL RESCUE | |||||||
| 1002 E MADDOCK RD | PHOENIX | AZ | 85086 | N/A | PC | General & Unrestricted | $10,000 |
| GOMPERS | |||||||
| 6601 N 27TH AVE | PHOENIX | AZ | 85017 | N/A | PC | General & Unrestricted | $25,000 |
| HONORHEALTH FOUNDATION | |||||||
| 8125 N HAYDEN RD | SCOTTSDALE | AZ | 85258 | N/A | PC | Desert Mission Food Bank | $50,000 |
| HONORHEALTH FOUNDATION | |||||||
| 8125 N HAYDEN RD | SCOTTSDALE | AZ | 85258 | N/A | PC | Desert Mission | $150,000 |
| INSURANCE TRAINING AND EDUCATION CENTER INC | |||||||
| 333 E FLOWER ST | PHOENIX | AZ | 85012 | N/A | PC | General & Unrestricted | $200,000 |
| JUVENILE DIABETES FOUNDATION INTERNATIONAL | |||||||
| 4343 E CAMELBACK ROAD STE 230 | PHOENIX | AZ | 85018 | N/A | PC | General & Unrestricted | $5,000 |
| KITCHEN ON THE STREET INC | |||||||
| 17423 N LINDGREN AVE | SUN CITY | AZ | 85373 | N/A | PC | General & Unrestricted | $175,000 |
| MAKE A WISH FOUNDATION OF ARIZONA INC | |||||||
| 2901 N 78TH ST | SCOTTSDALE | AZ | 85251 | N/A | PC | General & Unrestricted | $15,000 |
| MIDWEST FOOD BANK NFP INC | |||||||
| 2031 WAREHOUSE RD | NORMAL | IL | 61761 | N/A | PC | General & Unrestricted | $150,000 |
| MIDWEST FOOD BANK NFP INC | |||||||
| 2031 WAREHOUSE RD | NORMAL | IL | 61761 | N/A | PC | Midwest Food Bank, Gilbert Arizona | $50,000 |
| NEW CITY BARRIO NUEVO PHOENIX | |||||||
| 2030 W BASELINE RD NO 182-212 | PHOENIX | AZ | 85041 | N/A | PC | General & Unrestricted | $10,000 |
| NOT MY KID INC | |||||||
| 5310 E SHEA BLVD | SCOTTSDALE | AZ | 85254 | N/A | PC | General & Unrestricted | $10,000 |
| ORAL EDUCATIONAL OPPORTUNITIES FOR THE HEARING IMP | |||||||
| 3426 E SHEA BLVD | PHOENIX | AZ | 85028 | N/A | PC | General & Unrestricted | $20,000 |
| PAZ DE CRISTO COMMUNITY CENTER | |||||||
| PO BOX 40968 | MESA | AZ | 85274 | N/A | PC | General & Unrestricted | $200,000 |
| PLUS FOUNDATION | |||||||
| 5353 WAYZATA BLVD STE 306 | MINNEAPOLIS | MN | 55416 | N/A | SO I | General & Unrestricted | $15,000 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Tornadoes and flood relief fund | $100,000 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Charitable Event | $100,000 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| FAIRFAX ROAD AT VIRGINIA ST | SALT LAKE CITY | UT | 84103 | N/A | PC | General & Unrestricted | $10,000 |
| SOJOURNER CENTER | |||||||
| PO BOX 20156 | PHOENIX | AZ | 85036 | N/A | PC | General & Unrestricted | $15,000 |
| SOUTHWEST HUMAN DEVELOPMENT | |||||||
| 2850 N 24TH ST | PHOENIX | AZ | 85008 | N/A | PC | General & Unrestricted | $5,000 |
| ST MARYS FOOD BANK ALLIANCE | |||||||
| 2831 N 31ST AVE | PHOENIX | AZ | 85009 | N/A | PC | General & Unrestricted | $200,000 |
| THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER | |||||||
| PO BOX 4486 | HOUSTON | TX | 77210 | N/A | GOV | General & Unrestricted | $10,000 |
| THE WSIA EDUCATION FOUNDATION | |||||||
| 4131 N MULBERRY DR STE 200 | KANSAS CITY | MO | 64116 | N/A | PC | General & Unrestricted | $400,000 |
| TRANSPLANT COMMUNITY ALLIANCE INC | |||||||
| PO BOX 36122 | PHOENIX | AZ | 85067 | N/A | PC | General & Unrestricted | $5,000 |
| UNITED SERVICE ORGANIZATIONS INC | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | N/A | PC | General & Unrestricted | $15,000 |
| WASTE NOT INC | |||||||
| 1700 N GRANITE REEF RD | SCOTTSDALE | AZ | 85257 | N/A | PC | General & Unrestricted | $175,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,703,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,326 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,005 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET ANNUITY INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $300,436 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $379,767 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $379,767 | 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 Person | The Surplus Line Association of Ari | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14747 N Northsight Blvd STE 111-449 | AddressLine1Txt |
| City | scottsdale | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,600,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CATERPILLAR FINANCIAL SE MTN - | $27,118 | $26,367 |
| CITIGROUP INC - 5.500% - 09/13 | $28,857 | $25,110 |
| GE CAPITAL CORP - 4.500% - 11/ | $27,075 | $24,795 |
| GENERAL ELECTRIC CAPITAL CORP | $25,722 | $24,097 |
| GENERAL ELECTRIC CO - 5.000% - | $55,230 | $50,011 |
| GOLDMAN SACHS GP INC - 5.950% | $32,164 | $30,740 |
| GOLDMAN SACHS GROUP INC - 3.50 | $11,770 | $11,268 |
| GOLDMAN SACHS GRP INC MTN BE - | $25,249 | $22,875 |
| HANCOCK JOHN LIFE INS CO - 5.0 | $17,689 | $15,919 |
| JPMORGAN CHASE & CO - 4.125% - | $25,267 | $24,737 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AUGUSTAR FIN POLICY #2007263 | $883,795 | $804,253 |
| AUGUSTAR FIN POLICY #2011915 | $422,382 | $376,733 |
| COLUMBUS LIFE # CM5108868A | $1,826,596 | $1,824,957 |
| NEW YORK LIFE # 52132702 | $317,712 | $317,712 |
| NORTH AMERICAN LIFE 8000460723 | $741,085 | $658,943 |
| PENN MUTUAL #8973759 | $1,230,540 | $1,097,175 |
| PENN MUTUAL #8973006 | $187,304 | $186,979 |
| PRINCIPAL # 8944779 | $458,329 | $446,642 |
| PRINCIPAL # 8951445 | $347,691 | $327,003 |
| SECURIAN POLICY # A311586 | $358,210 | $336,294 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $2,703,000. This amount represents 25% or more of the Foundation's net assets of $8,944,551 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $42,183 | $42,183 | |
| Bank Charges | $450 | $450 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET ANNUITY INCOME | Desc |
| Revenue And Expenses Per Books | $300,436 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $300,436 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $2,400 |
| 990-PF Excise Tax for 2023 | $36 |
| 990-PF Extension for 2023 | $2,400 |
Comments