JAZZBIRD FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JAZZBIRD FOUNDATION (EIN 86-0745156)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-12
- IRS object ID
- 201921029349100612
- 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
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-12T14:20:26-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860841383 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALLACE PLESE DREHER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N JUNIPER DRIVE SUITE 275 | AddressLine1Txt |
| City | CHANDLER | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85226 | 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 | 860745156 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAZZBIRD FOUNDATION CO ROBERT RAVEN | BusinessNameLine1Txt |
| Business Name Line2 | C/O ROBERT RAVENSCROFT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAZZ | BusinessNameControlTxt |
| Phone | 4805634260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3410 | AddressLine1Txt |
| City | CAREFREE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 853773410 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT B RAVENSCROFT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4805634260 | PhoneNum |
| Signature | 2019-03-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN F BUEL CPA | PreparerPersonNm |
| PTIN | P01201746 | PTIN |
| Phone | 4803450500 | PhoneNum |
| Preparation | 2019-03-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.191.134.131 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-28 | IPDt |
| IP Tm | 18:59:52 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 02DED43B322E68F15843A6F9562DF5EBD399C67D | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $632,562 | 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 | $1,583,622 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $64 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $64 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,583,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64 | 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 | $16,710 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,870 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,467,783 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,467,783 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,484,653 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,467,783 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $99,033 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $64 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $486,898 | CashBOYAmt |
| Cash EOY | $585,931 | CashEOYAmt |
| Cash EOYFMV | $585,931 | CashEOYFMVAmt |
| Inventories BOY | $46,631 | InventoriesBOYAmt |
| Inventories EOY | $46,631 | InventoriesEOYAmt |
| Inventories EOYFMV | $46,631 | InventoriesEOYFMVAmt |
| Total Assets BOY | $533,529 | TotalAssetsBOYAmt |
| Total Assets EOY | $632,562 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $632,562 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $101,201 | CapitalStockBOYAmt |
| Capital Stock EOY | $101,201 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $432,328 | RetainedEarningBOYAmt |
| Retained Earning EOY | $531,361 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $533,529 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $632,562 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $533,529 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $632,562 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $533,529 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $99,033 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $632,562 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $632,562 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,611,968 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $437,982 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 5.963642 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,382,783 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $127,390 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 10.854722 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,192,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $315,788 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 3.776268 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,217,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $313,479 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 3.882238 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,127,825 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $163,757 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 6.887187 | DistributionYr5Rt |
| Total Distribution | 31.364057 | TotalDistributionRt |
| Average Distribution | 6.272811 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $434,329 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,724,464 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,724,465 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,467,783 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1 | 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 | Yes (1) | 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 | ROBERT B RAVENSCROFT | IndividualWithBooksNm |
| Phone | 4805634260 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3410 | AddressLine1Txt |
| City | CAREFREE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85377 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT B RAVENSCROFT | ||||||||
| 9810 E THOMPSON PEAK PKWY 801 | SCOTTSDALE | AZ | 85255 | PRES./DIRECTOR | 0.00 | $0 | $0 | $0 |
| GRETCHEN F RAVENSCROFT | ||||||||
| 9810 E THOMPSON PEAK PKWY 801 | SCOTTSDALE | AZ | 85255 | V.P./DIRECTOR | 0.00 | $0 | $0 | $0 |
| LORI GEARE | ||||||||
| 9810 E THOMPSON PEAK PKWY 801 | SCOTTSDALE | AZ | 85255 | SECR./DIRECTOR | 0.00 | $0 | $0 | $0 |
| STEVEN F BUEL | ||||||||
| 500 N JUNIPER DRIVE SUITE 275 | CHANDLER | AZ | 85226 | TREASURER | 0.00 | $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) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $440,943 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $440,943 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $440,943 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,614 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $434,329 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,716 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,716 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1 | TotalTaxAmt |
| Distributable Before Adj | $21,715 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,715 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,715 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,467,783 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,467,783 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,467,783 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,715 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,119,637 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,201,327 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,176,712 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,376,413 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,590,070 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,464,159 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,467,783 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,715 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,446,068 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,910,227 | 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 | $1,119,637 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,790,590 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,201,327 | ExcessFromYear4Amt |
| Excess From Year3 | $1,176,712 | ExcessFromYear3Amt |
| Excess From Year2 | $1,376,413 | ExcessFromYear2Amt |
| Excess From Year1 | $2,590,070 | ExcessFromYear1Amt |
| Excess From Current Year | $1,446,068 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT B RAVENSCROFT | ContributingManagerNm |
| Contributing Manager | GRETCHEN F RAVENSCROFT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARIZONA STATE UNIVERSITY FOUNDATION | |||||||
| 350 E LEMON ST | TEMPE | AZ | 85281 | N/A | FOUNDATION | FOSTER EDUCATION | $253,000 |
| ARRL (NATL ASSOC FOR AMETUER RADIO) | |||||||
| 225 MAIN STREET | NEWINGTON | CT | 061111494 | N/A | N/A | CHARITABLE | $20,000 |
| BE THE GIFT NEBRASKA | |||||||
| N/A | NA | NE | 00000 | N/A | N/A | CHARITABLE | $10,000 |
| CHANGING LIVES CENTER | |||||||
| 338 N 15TH AVE | PHOENIX | AZ | 85007 | N/A | N/A | CHARITABLE | $20,000 |
| CLAREMONT SCHOOL OF THEOLOGY | |||||||
| 1325 N COLLEGE AVE | CLAREMENT | CA | 91711 | N/A | N/A | FOSTER EDUCATION | $25,500 |
| FERRUM COLLEGE | |||||||
| 10021 FRANKLIN STREET | FERRUM | VA | 24088 | N/A | N/A | CHARITABLE | $10,000 |
| FIRST LUTHERAN CHURCH | |||||||
| 1420 3RD AVE | SAN DIEGO | CA | 92101 | N/A | N/A | CHARITABLE | $18,000 |
| FRANK LLOYD WRIGHT SCHOOL OF ARCHITECTURE | |||||||
| 12621 N FRANK LLOYD WRIGHT BLVD | SCOTTSDALE | AZ | 85259 | N/A | N/A | FOSTER EDUCATION | $10,000 |
| GARRETT SEMINARY | |||||||
| 2121 SHERIDAN ROAD | EVANSTON | IL | 60201 | N/A | N/A | CHARITABLE | $80,000 |
| GLOBAL HEALTH MINISTRIES FOUNDATION | |||||||
| 7831 HICKORY STREET NE | MINNEAPOLIS | MN | 554322500 | N/A | N/A | CHARITY | $32,000 |
| CROSSGRAIN | |||||||
| 13552 FAIRMONT WAY | TUSTIN | CA | 92780 | N/A | N/A | CHARITY | $84,000 |
| HOSPICE OF THE VALLEY | |||||||
| 1510 E FLOWER STREET | PHOENIX | AZ | 85014 | N/A | N/A | CHARITY | $2,000 |
| JAZZ IN ARIZONA | |||||||
| PO BOX 9651 | SCOTTSDALE | AZ | 852529651 | N/A | N/A | CHARITABLE | $65,000 |
| JUAN CARLOS ORTIZ MINISTRIES | |||||||
| 27 KERNVILLE | IRVINE | CA | 926022457 | N/A | N/A | CHARITABLE | $112,000 |
| LAKESHORE MUSIC | |||||||
| 1982 E OXFORD DRIVE | TEMPE | AZ | 852832366 | N/A | N/A | CHARITABLE | $80,000 |
| LEADING THE WAY | |||||||
| PO BOX 20100 | ATLANTA | GA | 30325 | N/A | N/A | CHARITABLE | $6,000 |
| LUIS PALAU EVANGELISTIC ASSOC | |||||||
| PO BOX 50 | PORTLAND | OR | 97207 | N/A | N/A | CHARITY | $80,000 |
| MAJESTY FOUNDATION | |||||||
| 21 KERCHEVAL AVENUE SUITE 265 | GROSS POINT | MI | 48236 | N/A | FOUNDATION | CHARITY | $96,000 |
| MAYO CLINIC | |||||||
| 13400 EAST SHEA BLVD | SCOTTSDALE | AZ | 85259 | N/A | N/A | CHARITABLE | $40,000 |
| MINDEN OPERA HOUSE | |||||||
| 322 E 5TH ST | MINDEN | NE | 68959 | N/A | N/A | CHARITABLE | $40,000 |
| MUSIC SERVING THE WORD MINISTRIES | |||||||
| PO BOX 72408 | PHOENIX | AZ | 85050 | N/A | N/A | CHARITABLE | $57,083 |
| NATIONAL RIGHT TO WORK LEGAL DEFENSE FUND | |||||||
| 8001 BRADDOCK ROAD | SPRINGFIELD | VA | 22160 | N/A | N/A | CHARITABLE | $10,000 |
| PHOENIX RESCUE MISSION | |||||||
| 1801 S 35TH AVE | PHOENIX | AZ | 85009 | N/A | N/A | CHARITABLE | $40,000 |
| ROUNDUP RIVER RANCH | |||||||
| 10 W BEAVER CREEK BLVD 250 | AVON | CO | 81620 | N/A | N/A | CHARITABLE | $200,000 |
| SIGMA ALPHA EPSILON | |||||||
| 1856 SHERIDAN RD | EVANSTON | IL | 602013837 | N/A | N/A | CHARITABLE | $1,000 |
| SPIRIT IN THE DESERT | |||||||
| 7415 E ELBOW BEND ROAD | CAREFREE | AZ | 85377 | N/A | N/A | CHARITABLE | $40,000 |
| THIRD AVENUE CHARITABLE ORGANIZATION | |||||||
| 1420 3RD AVE | SAN DIEGO | CA | 92101 | N/A | N/A | CHARITABLE | $2,000 |
| VAIL VALLEY MEDICAL CENTER | |||||||
| 181 W MEADOW DRIVE | VAIL | CO | 81657 | N/A | N/A | CHARITABLE | $1,200 |
| VILAR CENTER FOR THE ARTS | |||||||
| 68 AVONDALE LN | BEAVER CREEK | CO | 81620 | N/A | N/A | CHARITABLE | $10,000 |
| YOUNG AMERICA'S FOUNDATION | |||||||
| 11480 COMMERCE PARK DRIVE | RESTON | VA | 20191 | N/A | N/A | CHARITY | $1,000 |
| YOUNG SOUNDS OF ARIZONA | |||||||
| 1202 E OAK STREET | PHOENIX | AZ | 85006 | N/A | N/A | CHARITABLE | $20,000 |
| CENTER FOR CATHOLIC EVANGELICAL THEOLOGY | |||||||
| 122 EAST 88TH STREET | NEW YORK | NY | 10128 | N/A | N/A | EDUCATIONAL | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,467,783 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $64 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $64 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | FUNDS DONATED TO OTHER 501(C)(3) ORGANIZATIONS | RelationshipStatementTxt |
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 | ROBERT & GRETCHEN RAVENSCROFT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9810 E THOMPSON PEAK PKWY 801 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,583,622 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $16,710 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CA ATTORNEY GENERAL | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT B GRETCHEN F RAVENSCROFT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9810 E THOMPSON PEAK PKWY 801 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CA FRANCHISE TAX | CategoryTxt |
| Amt | $10 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments