FREDERICK GARDNER COTTRELL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FREDERICK GARDNER COTTRELL FOUNDATION (EIN 86-0940147)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202033169349100728
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T11:44:42-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5255 EAST WILLIAMS CIRCLE SUITE | AddressLine1Txt |
| Address Line2 | 5000 | AddressLine2Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85711 | 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 | 860940147 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREDERICK GARDNER COTTRELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 5207484420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6440 N SWAN ROAD SUITE 200 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER P MARTIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5207484420 | PhoneNum |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA ADAMS | PreparerPersonNm |
| PTIN | P00854368 | PTIN |
| Phone | 5207903500 | PhoneNum |
| Preparation | 2020-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-10 | IPDt |
| IP Tm | 15:43:12 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C04EA1F5C965E106996D49A3A24B4E9C9FAED7C0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,441,144 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,513,985 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $393,803 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $393,803 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $795,758 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,022,962 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,733,209 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,703,551 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,127,017 | 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 |
| Accounting Fees Rev And Expnss | $54,485 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $27,242 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,243 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,991 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,991 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $39,063 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,025 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $624 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $624 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,688 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,702 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $139,851 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,303 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,569 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,749,594 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,649,594 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,889,445 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,303 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,683,163 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,814,106 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,048,714 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,425 | CashBOYAmt |
| Cash EOY | $1,872 | CashEOYAmt |
| Cash EOYFMV | $1,872 | CashEOYFMVAmt |
| Pledges Rcvbl | $10,510,985 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $6,893,340 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $10,510,985 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $10,510,985 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $34,646 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $28,800 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $28,800 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $17,200,810 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,899,487 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,899,487 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $24,162,221 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,441,144 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,441,144 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $1,030 | AccountsPayableEOYAmt |
| Grants Payable BOY | $4,700,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $10,800,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $4,700,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,801,030 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $19,462,221 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $26,640,114 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,462,221 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,640,114 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,162,221 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,441,144 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,462,221 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,814,106 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,363,787 | OtherIncreasesAmt |
| Subtotal | $26,640,114 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,640,114 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED STOCK | $8,234,518 | $6,289,753 | $1,944,765 | $1,944,765 | |
| CAPITAL GAINS DIVIDENDS | $788,444 | $788,444 | $788,444 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,733,209 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,228,682 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,858,545 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.376451 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,690,411 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,066,287 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080242 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,187,183 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,370,598 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068344 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $226,887 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,262,118 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.015908 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,651,658 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,363,611 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.457120 | DistributionYr5Rt |
| Total Distribution | 0.998065 | TotalDistributionRt |
| Average Distribution | 0.199613 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $23,572,818 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,705,441 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $30,487 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,735,928 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,683,163 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $60,974 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $60,974 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $60,974 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $19,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $48,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $902 | EsPenaltyAmt |
| Tax Due | $13,576 | TaxDueAmt |
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 | WWW.RCTECH.COM | WebsiteAddressTxt |
| Individual With Books | KATHLEEN M HUNTER-GREGORY | IndividualWithBooksNm |
| Phone | 5207484420 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6440 N SWAN ROAD SUITE 200 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| THEODORE SAMUELS | ||||||||
| 6440 N SWAN ROAD SUITE 200 | TUCSON | AZ | 85718 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER MARTIN | ||||||||
| 6440 N SWAN ROAD SUITE 200 | TUCSON | AZ | 85718 | DIRECTOR/ PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN SCHAEFER | ||||||||
| 6440 N SWAN ROAD SUITE 200 | TUCSON | AZ | 85718 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHAUN KIRKPATRICK | ||||||||
| 6440 N SWAN ROAD SUITE 200 | TUCSON | AZ | 85718 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN MCINTYRE | ||||||||
| 6440 N SWAN ROAD SUITE 200 | TUCSON | AZ | 85718 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY JACOB | ||||||||
| 6440 N SWAN ROAD SUITE 200 | TUCSON | AZ | 85718 | DIRECTOR | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,871,623 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,172 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,931,795 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,931,795 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $358,977 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,572,818 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,178,641 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,178,641 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $60,974 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $60,974 | TotalTaxAmt |
| Distributable Before Adj | $1,117,667 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,117,667 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,117,667 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,683,163 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,683,163 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,683,163 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,117,667 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,090,539 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $349,247 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $673,443 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,193,091 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,306,320 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,683,163 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,117,667 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $565,496 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,871,816 | 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 | $5,090,539 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,781,277 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $349,247 | ExcessFromYear3Amt |
| Excess From Year2 | $673,443 | ExcessFromYear2Amt |
| Excess From Year1 | $7,193,091 | ExcessFromYear1Amt |
| Excess From Current Year | $565,496 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AHRC GREENHOUSE | |||||||
| 189 WHEATLEY RD 3 | GLEN HEAD | NY | 11545 | PC | CHARITABLE ENTITY SUPPORT | $50 | |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 3400 E SPEEDWAY SUITE 108 | TUCSON | AZ | 85716 | PC | SUPPORT CHARITABLE PROJECTS | $4,500 | |
| ANGEL CHARITY FOR CHILDREN | |||||||
| PO BOX 14225 | TUCSON | AZ | 85732 | PC | CHARITABLE ENTITY SUPPORT | $3,294 | |
| ARIZONA FRIENDS OF FOSTER CARE FOUNDATION | |||||||
| 360 E CORONADO RD | PHOENIX | AZ | 85004 | PC | CHARITABLE ENTITY SUPPORT | $1,000 | |
| ARIZONA SONORA DESERT MUSEUM | |||||||
| 2021 N KINNEY ROAD | TUCSON | AZ | 85743 | PC | SUPPORT OF THE ARIZONA SONORA DESERT MUSEUM | $1,500 | |
| BUGLES ACROSS AMERICA | |||||||
| 1824 S CUYLER AVE | BERWYN | IL | 60402 | PC | CHARITABLE ENTITY SUPPORT | $500 | |
| CAL POLY BAJA SAE | |||||||
| 1 GRAND AVE MUSTANG 60 | SAN LUIS OBISPO | CA | 93405 | PC | CHARITABLE ENTITY SUPPORT | $10,000 | |
| CALVIN COLLEGE | |||||||
| 3201 BURTON ST SE | GRAND RAPIDS | MI | 49546 | PC | CHARITABLE ENTITY SUPPORT | $100,000 | |
| CASCADE FOUNDATION OF SOUTHERN ARIZONA | |||||||
| PO BOX 40397 | TUCSON | AZ | 85717 | PC | SUPPORT FOUNDATION CHARITABLE PROJECTS | $750 | |
| INTEGRATIVE TOUCH FOR KIDS | |||||||
| 5675 N ORACLE ROAD 3201 | TUCSON | AZ | 85704 | PC | SUPPORT CHARITABLE PROJECTS | $25,000 | |
| JOB PATH INC | |||||||
| 616 N COUNTRY CLUB ROAD SUITE 110 | TUCSON | AZ | 85716 | PC | CHARITABLE ENTITY SUPPORT | $1,000 | |
| MEDTECH INNOVATOR | |||||||
| 10956 WEYBURN AVE | LOS ANGELES | CA | 90024 | PC | CHARITABLE ENTITY SUPPORT | $400,000 | |
| MICHIGAN TECHNOLOGICAL UNIVERSITY | |||||||
| 1400 TOWNSEND DRIVE | HOUGHTON | MI | 49331 | PC | CHARITABLE ENTITY SUPPORT | $411,000 | |
| NOTES FOR NOTES | |||||||
| 1718 CHURCH ST 331916 | NASHVILLE | TN | 37203 | PC | CHARITABLE ENTITY SUPPORT | $2,000 | |
| SALPOINTE CATHOLIC HIGH SCHOOL | |||||||
| 1545 E COOPER | TUCSON | AZ | 85719 | PC | CHARITABLE ENTITY SUPPORT | $15,000 | |
| SARASOTA MEMORIAL HEALTHCARE FOUNDATION | |||||||
| 1515 S OSPREY AVE B4 | SARASOTA | FL | 34239 | PC | SUPPORT CANCER INSTITUTE | $25,000 | |
| SARSEF - SOUTHERN ARIZONA RESEARCH SCIENCE AND ENGINEERING FOUNDATION | |||||||
| 3247 N CHRISTMAS AVE | TUCSON | AZ | 85716 | PC | SUPPORT FOUNDATION CHARITABLE PROJECTS. | $10,000 | |
| SMALL TOWN BIG DREAMS | |||||||
| PO BOX 1022 | WILLCOX | AZ | 85644 | PC | CHARITABLE ENTITY SUPPORT | $5,000 | |
| SOUTHWEST TECHNICAL COLLEGE | |||||||
| 757 WEST 800 SOUTH | CEDAR CITY | UT | 84720 | PC | CHARITABLE ENTITY SUPPORT | $20,000 | |
| ST LOUIS CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 1001 HIGHLAND PLAZA DRIVE WEST | SAINT LOUIS | MO | 63110 | PC | CHARITABLE ENTITY SUPPORT | $25,000 | SUITE 160 |
| STEP UP TO JUSTICE | |||||||
| 320 N COMMERCE PARK LOOP SUITE 100 | TUCSON | AZ | 85745 | PC | CHARITABLE ENTITY SUPPORT | $1,000 | |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| 1111 N CHERRY AVENUE | TUCSON | AZ | 857210109 | PC | SUPPORT FOUNDATION CHARITABLE PROJECTS | $63,000 | |
| UNIVERSITY OF ARIZONA OPTICAL SCIENCES | |||||||
| 1630 E UNIVERSITY BLVD | TUCSON | AZ | 857210109 | PC | CHARITABLE ENTITY SUPPORT | $500,000 | |
| UNIVERSITY OF UTAH FOUNDATION | |||||||
| 1655 E CAMPUS CENTER DRIVE | SALT LAKE CITY | UT | 84112 | PC | SUPPORT FOUNDATION CHARITABLE ACTIVITIES | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,649,594 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| STANFORD UNIVERSITYBIODESIGN | ||||||
| 318 CAMPUS DRIVE ROOM E100 | STANFORD | CA | 934055428 | PC | CHARITABLE ENTITY SUPPORT | $5,000,000 |
| TEXAS ENTREPRENEURSHIP EXCHANGE | ||||||
| 9011 MOUNTAIN RIDGE SUITE 150 | AUSTIN | TX | 78759 | PC | CHARITABLE ORGANIZATION SUPPORT | $1,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,500,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $393,803 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $795,758 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,189,566 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,189,566 | 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 |
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 | RESEARCH CORPORATION TECHNOLOGIES | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6440 N SWAN ROAD SUITE 200 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,510,985 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | FMV OF 34425 SHARES OF VANGUARD 500 INDEX FUND | NoncashPropertyDesc |
| Fair Market Value | $10,510,985 | FairMarketValueAmt |
| Received | 2020-02-07 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $54,485 | Amt |
| Net Investment Income | $27,242 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,243 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CAPITAL GROUP CORE BOND FUND 339,635 SHARES | $3,471,067 | $3,471,067 |
| EUROPACIFIC GROWTH FUND CL F3 37,544 SHARES | $2,087,801 | $2,087,801 |
| FUNDAMENTAL INVESTORS CL F3 84,426 SHARES | $5,234,385 | $5,234,385 |
| GROWTH FUND OF AMERICA CL F3 76,496 SHARES | $3,908,168 | $3,908,168 |
| INTERNATIONAL GROWTH FUND & INCOME FUND CL F3 57,677 SHARES | $2,086,754 | $2,086,754 |
| LACOSTE ROMBERG SCINTREX 1,680,000 SHARES | $1,414,029 | $1,414,029 |
| NEW PERSPECTIVE FUND CL F3 71,194 SHARES | $3,390,095 | $3,390,095 |
| NEW WORLD FUND CL F3 29,421 SHARES | $2,074,478 | $2,074,478 |
| SHORT TERM BOND FD OF AMERICA INC CL F 116,977 SHARES | $1,163,926 | $1,163,926 |
| SMALLCAP WORLD FUND CL F3 34,764 SHARES | $2,068,784 | $2,068,784 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK ACCOUNT CHARGES | $89 | $45 | $44 |
| OTHER EXPENSES | $6,599 | $0 | $5,658 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN ON INVESTMENTS CARRIED AT FMV | Desc |
| Amt | $3,363,787 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PORTFOLIO MANAGEMENT FEES | CategoryTxt |
| Amt | $38,991 | Amt |
| Net Investment Income | $38,991 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $12,025 | $12,025 | $0 |
| EXCISE TAXES | $27,038 | $0 | $0 |
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