Louis Foundation Inc: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: Louis Foundation Inc (EIN 86-0211888)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-05-15
IRS object ID: 201911359349103406
Schema version: 2018v3.1
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
All Oth Prog Rltd Investments Sch
Investments Corp Stock Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-05-15T15:08:05-05:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	420714325	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RSM US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1 S WACKER DRIVE STE 800	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60606	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2018-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	860211888	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LOUIS FOUNDATION INC	BusinessNameLine1Txt
Business Name Line2	C/O JULIE D LOUIS	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	LOUI	BusinessNameControlTxt
Phone	6029548897	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7547 N EUCALYPTUS DRIVE	AddressLine1Txt
City	PARADISE VALLEY	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85253	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JULIE D LOUIS	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	6029548897	PhoneNum
Signature	2019-05-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	EDWARD J FELLIN CPA	PreparerPersonNm
PTIN	P00440453	PTIN
Phone	3126343400	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	66.98.98.9	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-05-14	IPDt
IP Tm	09:31:00	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	13D5221D2B2CA904873E187A4F3337CC4713C3BC	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$631,296	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	$252,500	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$46,786	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$46,786	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$12	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$23,167	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$299,274	TotalRevAndExpnssAmt
Total Net Invst Incm	$46,786	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	$4,150	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$3,112	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$1,038	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$2,076	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$2,076	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$6,226	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$5,188	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,038	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$334,250	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$334,250	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$340,476	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$5,188	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$335,288	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$41,202	ExcessRevenueOverExpensesAmt
Net Investment Income	$41,598	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$58,672	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$40,598	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$40,598	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$566,826	CorporateStockBOYAmt
Corporate Stock EOY	$543,698	CorporateStockEOYAmt
Corporate Stock EOYFMV	$590,698	CorporateStockEOYFMVAmt
Total Assets BOY	$625,498	TotalAssetsBOYAmt
Total Assets EOY	$584,296	TotalAssetsEOYAmt
Total Assets EOYFMV	$631,296	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$625,498	CapitalStockBOYAmt
Capital Stock EOY	$584,296	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$0	RetainedEarningBOYAmt
Retained Earning EOY	$0	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$625,498	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$584,296	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$625,498	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$584,296	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$625,498	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$41,202	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$584,296	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$584,296	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	MORGAN STANLEY #0507	PropertyDesc
Gross Sales Price	$23,167	GrossSalesPriceAmt
Cost Or Other Basis	$23,179	CostOrOtherBasisAmt
Gain Or Loss	-$12	GainOrLossAmt
Gains Minus Excess Or Losses	-$12	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$12	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$313,500	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$655,765	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.478068	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$308,463	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$654,745	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.471119	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$288,500	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$630,219	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.457777	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$395,375	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$754,899	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.523746	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$441,659	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$627,738	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.703572	DistributionYr5Rt
Total Distribution	2.634282	TotalDistributionRt
Average Distribution	0.526856	AverageDistributionRt
Net Vl Noncharitable Assets	$639,803	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$337,084	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$416	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$337,500	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$335,288	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$832	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$832	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$832	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,200	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$1,200	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$368	OverpaymentAmt
Applied To ES Tax	$368	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	AZ	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	JULIE D LOUIS	IndividualWithBooksNm
Phone	6029548897	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	7547 N EUCALYPTUS DRIVE	AddressLine1Txt
City	PARADISE VALLEY	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85253	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
CARRIE L HULBURD
RSM 1 S WACKER DR STE 800	CHICAGO	IL	60606	VICE PRESIDENT	0.10	$0	$0	$0
JULIE D LOUIS
RSM 1 S WACKER DR STE 800	CHICAGO	IL	60606	PRESIDENT	0.10	$0	$0	$0
TIMOTHY C LOUIS
RSM 1 S WACKER DR STE 800	CHICAGO	IL	60606	SECRETARY-TREASURER	0.10	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	NONE	Description1Txt
Expenses1	$0	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
All Other Program Rltd Invst Tot	$0	AllOtherProgramRltdInvstTotAmt
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$595,515	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$54,031	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$649,546	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$649,546	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$9,743	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$639,803	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$31,990	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$31,990	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$832	TaxBasedOnInvestmentIncomeAmt
Total Tax	$832	TotalTaxAmt
Distributable Before Adj	$31,158	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$31,158	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$31,158	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$335,288	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$335,288	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$335,288	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$31,158	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$410,947	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$358,292	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$257,644	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$276,518	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$281,563	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,584,964	TotalExcessDistributionCyovAmt
Qualifying Distributions	$335,288	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$31,158	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$304,130	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,889,094	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	$410,947	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,478,147	ExcessDistriCyovToNextYrAmt
Excess From Year4	$358,292	ExcessFromYear4Amt
Excess From Year3	$257,644	ExcessFromYear3Amt
Excess From Year2	$276,518	ExcessFromYear2Amt
Excess From Year1	$281,563	ExcessFromYear1Amt
Excess From Current Year	$304,130	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JULIE D LOUIS	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN RED CROSS - GRAND CANYON CHAPTER
6135 NORTH BLACK CANYON HIGHWAY	PHOENIX	AZ	85015	NONE	PC	SOCIAL WELFARE	$10,000
ARIZONA HUMANE SOCIETY
1521 W DOBBINS ROAD	PHOENIX	AZ	85041	NONE	PC	CHARITABLE	$10,000
ARIZONA SCIENCE CENTER
600 EAST WASHINGTON STREET	PHOENIX	AZ	85004	NONE	PC	SCIENTIFIC AND NATURE	$10,000
ARIZONA WOMEN'S BOARD
5921 EAST INDIAN BEND ROAD	PARADISE VALLEY	AZ	85253	NONE	PC	MEDICAL	$10,000
CABLE NATURAL HISTORY MUSEUM
PO BOX 416 13470 COUNTY HWY	CABLE	WI	54821	NONE	PC	SCIENTIFIC AND NATURE	$10,000
DEERFIELD ACADEMY
PO BOX 306	DEERFIELD	MA	01342	NONE	PC	EDUCATION	$20,000
DESERT BOTANICAL GARDEN
1201 NORTH GALVIN PARKWAY	PHOENIX	AZ	85008	NONE	PC	SCIENTIFIC AND NATURE	$10,000
DESERT VOICES
3426 EAST SHEA BOULEVARD	PHOENIX	AZ	85028	NONE	PC	SOCIAL WELFARE	$10,000
DESIGN BLUFF
PO BOX 3779	PARK CITY	UT	84060	NONE	PC	SOCIAL WELFARE	$10,000
FIRST TEE OF PHOENIX
3837 E WIER AVENUE 7	PHOENIX	AZ	85040	NONE	PC	SOCIAL WELFARE	$10,000
HABITAT FOR HUMANITY CENTRAL ARIZONA
9133 NW GRAND AVE SUITE 1	PEORIA	AZ	85345	NONE	PC	SOCIAL WELFARE	$5,000
HEALTH VOLUNTEERS OVERSEAS
1900 L STREET NW SUITE 310	WASHINGTON	DC	20036	NONE	PC	SOCIAL WELFARE	$5,000
HOSPICE OF THE VALLEY
1510 E FLOWER STREET	PHOENIX	AZ	85014	NONE	PC	MEDICAL	$25,000
JUNIOR ACHIEVEMENT OF ARIZONA
636 WEST SOUTHERN AVENUE	TEMPE	AZ	85282	NONE	PC	CHARITABLE	$5,000
NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE	ARLINGTON	VA	22203	NONE	PC	SCIENTIFIC AND NATURE	$7,000
ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION
9400 WEST HIGGINS ROAD SUITE 215	ROSEMONT	IL	60018	NONE	PC	EDUCATION	$10,000
PHOENIX CHILDREN'S HOSPITAL
1919 E THOMAS ROAD	PHOENIX	AZ	85016	NONE	PC	MEDICAL	$5,000
PHOENIX COUNTRY DAY SCHOOL
3901 EAST STANFORD DRIVE	PARADISE VALLEY	AZ	85253	NONE	PC	EDUCATION	$20,000
PHOENIX ZOO
455 NORTH GALVIN PARKWAY	PHOENIX	AZ	85008	NONE	PC	ZOOLOGICAL	$10,000
PLANNED PARENTHOOD OF ARIZONA
5651 NORTH 7TH STREET	PHOENIX	AZ	85014	NONE	PC	SOCIAL WELFARE	$10,000
SANDRA DAY O'CONNOR INSTITUTE
111 E TAYLOR ST	PHOENIX	AZ	85004	NONE	PC	ARTS AND HUMANITIES	$24,250
SCOTTSDALE HEALTHCARE FOUNDATION
10001 NORTH 92ND STREET SUITE 121	SCOTTSDALE	AZ	85258	NONE	PC	MEDICAL	$5,000
SOUTHWEST AUTISM RESEARCH FOUNDATION
300 NORTH 18TH STREET	PHOENIX	AZ	85006	NONE	PC	MEDICAL	$20,000
SPECIAL OLYMPICS ARIZONA
2100 SOUTH 75TH AVE	PHOENIX	AZ	85043	NONE	PC	CHARITABLE	$2,000
ST MARY'S FOOD BANK
2831 NORTH 31ST AVENUE	PHOENIX	AZ	85009	NONE	PC	SOCIAL WELFARE	$1,000
TGEN FOUNDATION
445 NORTH FIFTH STREET SUITE 120	PHOENIX	AZ	85004	NONE	PC	MEDICAL	$25,000
THE SALVATION ARMY - SOUTHWEST DIVISION
2707 EAST VAN BUREN STREET	PHOENIX	AZ	85008	NONE	PC	SOCIAL WELFARE	$10,000
VALLEY OF THE SUN UNITED WAY
3200 EAST CAMELBACK ROAD SUITE 375	PHOENIX	AZ	850182328	NONE	PC	SOCIAL WELFARE	$25,000
WILLIAMS COLLEGE
75 PARK STREET	WILLIAMSTOWN	MA	01267	NONE	PC	EDUCATION	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$334,250	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$46,786	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$12	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$46,774	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$46,774	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	JULIE D LOUIS REVOCABLE TRUST	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	7547 N EUCALYPTUS DRIVE	AddressLine1Txt
City	PARADISE VALLEY	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85253	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$252,500	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARATION FEES	CategoryTxt
Amt	$4,150	Amt
Net Investment Income	$3,112	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,038	DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Desc	NONE	Desc
Amt	$0	Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
1100 S.C.JOHNSON & SON, INC. SERIES A 5% CUM. PREF	$63,000	$110,000
4805 S.C.JOHNSON & SON, INC. 8 1/2% THIRD PREF	$480,500	$480,500
60 S.C.JOHNSON & SON, INC. 5% PREF	$198	$198

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL TAX	CategoryTxt
Amt	$2,076	Amt
Net Investment Income	$2,076	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Louis Foundation Inc: Form 990PF, tax year 2018

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor Business Name ContributorBusinessName

Contributor US Address ContributorUSAddress

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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