KAI FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KAI FAMILY FOUNDATION (EIN 86-0767197)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-10
- IRS object ID
- 201921309349102457
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-10T13:51:57-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860550947 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R & A CPAS A PROFESSIONAL CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4542 E CAMP LOWELL STE 100 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85712 | 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 | 860767197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KAI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAIF | BusinessNameControlTxt |
| Phone | 5207420440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7440 N ORACLE RD BUILDING 2 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIDNEY LEX FELKER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5207420440 | PhoneNum |
| Signature | 2019-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TARIQ A KHAN | PreparerPersonNm |
| PTIN | P00213826 | PTIN |
| Phone | 5208814900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.119.44.186 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-09 | IPDt |
| IP Tm | 16:17:01 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 71290FDB572318D91EC5FEDF9156CC8E79C08380 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7BE28695D57470A8D8369E27FF2CE614EDCBF3C9 | 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 | $2,525,363 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $289 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $289 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $59,940 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,940 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,907 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $114,726 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,907 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $852 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $852 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $312,988 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,988 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,100 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,550 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,550 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,650 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,263 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $637 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $94 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $84 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,107 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,197 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,284 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,416 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,416 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $118,523 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,197 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $194,465 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,791 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $183,105 | CashBOYAmt |
| Cash EOY | $127,796 | CashEOYAmt |
| Cash EOYFMV | $127,796 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,362,774 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,369,967 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,369,967 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $27,600 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $27,600 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $27,600 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $27,600 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,573,479 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,525,363 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,525,363 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $776,378 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $533,797 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $776,378 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $533,797 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,737,175 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,737,175 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $18,194 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $18,194 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $41,732 | RetainedEarningBOYAmt |
| Retained Earning EOY | $236,197 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,797,101 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,991,566 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,573,479 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,525,363 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,797,101 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $194,465 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,991,566 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,991,566 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ROYCE TOTAL RETURN FUND | P | 2018-10-19 | $8,330 | $8,768 | -$438 | -$438 |
| ROYCE TOTAL RETURN FUND | P | 2018-10-19 | $56,344 | $54,051 | $2,293 | $2,293 |
| CAPITAL GAINS DIVIDENDS | P | $50,052 | $50,052 | $50,052 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,907 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $92,821 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,418,674 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038377 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $54,614 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,034,296 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.026847 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $71,901 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,894,347 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037956 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $78,876 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,761,075 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044789 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $156,285 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,598,180 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.097789 | DistributionYr5Rt |
| Total Distribution | 0.245758 | TotalDistributionRt |
| Average Distribution | 0.049152 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,609,716 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $128,273 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,058 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $129,331 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $109,700 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,116 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,116 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,116 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,440 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $676 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIDNEY LEX FELKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5207420440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7440 N ORACLE RD BUILDING 2 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85704 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| HERBERT KAI | ||||||||
| 2305 RUTHRAUFF | TUCSON | AZ | 85705 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOHN KAI JR | ||||||||
| 2305 RUTHRAUFF | TUCSON | AZ | 85705 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SIDNEY LEX FELKER | ||||||||
| 7440 N ORACLE RD BUILDING 2 | TUCSON | AZ | 85704 | MANAGING DIRECTOR | 0.75 | $13,100 | $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 | $2,394,140 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $227,718 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $27,600 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,649,458 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,649,458 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,742 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,609,716 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $130,486 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $130,486 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,116 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,116 | TotalTaxAmt |
| Distributable Before Adj | $128,370 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $128,370 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $128,370 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $109,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $109,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $128,370 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $82,396 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $109,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $82,396 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,304 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $101,066 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE KAI FAMILY FOUNDATION CO SIDNEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7440 N ORACLE RD BUILDING 2 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5207420440 | RecipientPhoneNum |
| Recipient Email Address | SLFELKER@SLFPC.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | SHORT WRITTEN NARRATIVE WITH COPY OF IRS EXEMPTION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 31, FOR FOUNDATION YEAR ENDING SUCCEEDING DECEMBER 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE GIVEN TO EXEMPT ORGANIZATIONS IN TUCSON, PIMA COUNTY, ARIZONA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BASIS SCHOOL INC | ||||||||
| 201 E INDIANOLA AVE | PHOENIX | AZ | 85012 | NONE | PUBLIC | PUBLIC EDUCATION | $1,500 | |
| CARING MINISTRIES INC | ||||||||
| 820 W CALLE SUR | TUCSON | AZ | 85705 | NONE | PUBLIC | PUBLIC CHARITY | $5,000 | |
| CASA ESPERANZA PARA NINOS | ||||||||
| 1900 WEST CHANDLER BLVD 15-359 | CHANDLER | AZ | 85244 | NONE | PUBLIC | PUBLIC CHARITY | $1,000 | |
| CHRISTIAN PROPERTIES INC | ||||||||
| 7400 N COBBLESTONE | TUCSON | AZ | 85718 | NONE | PUBLIC | PUBLIC RELIGIOUS | $10,000 | |
| COMMUNITY CHRISTIAN CHURCH | ||||||||
| 13610 N SANDARIO ROAD | MARANA | AZ | 85653 | NONE | PUBLIC | PUBLIC RELIGIOUS | $1,500 | |
| DISABLED AMERICAN VETERANS - CHAPTER 4 TUCSON ARIZONA | ||||||||
| 4145 W INA RD SUITE 131 | TUCSON | AZ | 85741 | NONE | PUBLIC | PUBLIC ASSISTANCE | $2,000 | |
| INTERFAITH COMMUNITY SERVICES | ||||||||
| 2820 W INA ROAD | TUCSON | AZ | 85741 | NONE | 501(C)(3) | SUPPORT A VARIETY OF SERVICES FOR FAMILIES IN SEVERE FINANCIAL DIFFICULTIES | $1,000 | |
| MARANA HIGH SCHOOL PTO | ||||||||
| PO BOX 1462 | CORTARO | AZ | 85652 | NONE | 501(C)(3) | SUPPORT TEACHERS AND STUDENTS AT MARANA HIGH SCHOOL | $2,500 | |
| ORO VALLEY FAST PITCH SOFTBALL | ||||||||
| PO BOX 68138 | ORO VALLEY | AZ | 85737 | NONE | 501(C)(3) | SUPPORT INSTRUCTIONAL AND COMPETITIVE GIRL'S FAST-PITCH SOFTBALL LEAGUE | $250 | |
| PAN ASIAN COMMUNITY ALLIANCE | ||||||||
| 940 S CRAYCROFT ROAD | TUCSON | AZ | 85711 | NONE | 501(C)(3) | INCREASE AWARENESS OF THE PAN ASIAN CULTURES AND TRADTIONS IN THE LOCAL COMMUNITY | $1,000 | |
| PORTABLE PRACTICAL EDUCATIONAL PREPARATION INC | ||||||||
| 802 EAST 46TH STREET | TUCSON | AZ | 85713 | NONE | 501(C)(3) | PROVIDE SERVICES TO THE RURAL POOR OF ARIZONA | $8,333 | |
| PROJECT GRADUATION AMPHITHEATER HIGH SCHOOL | ||||||||
| 11475 N MOUNTAIN BREEZE DRIVE | ORO VALLEY | AZ | 85737 | NONE | PUBLIC | PUBLIC EDUCATION | $7,500 | |
| TUCSON CHINESE CULTURAL CENTER | ||||||||
| 1288 WEST RIVER ROAD | TUCSON | AZ | 85704 | NONE | 501(C)(3) | PROMOTE, SPONSOR AND EDUCATE THE COMMUNITY RELATING TO CHINESE CULTURE AND HERITAGE | $13,000 | |
| TUCSON SYMPHONY ORCHESTRA | ||||||||
| 2175 N SIXTH AVENUE | TUCSON | AZ | 85705 | NONE | 501(C)(3) | PROVIDE LIVE MUSICAL EXPERIENCE OF THE HIGHEST QUALITY | $8,333 | |
| UAFRUGBY CLUB | ||||||||
| 845 N PARK ROOM 101 | TUCSON | AZ | 85719 | NONE | 501(C)(3) | SUPPORT ATHLETICS | $1,000 | |
| UAFU OF A PRESENTS | ||||||||
| PO BOX 210158 | TUCSON | AZ | 85721 | NONE | 501(C)(3) | SUPPORT CULTURAL PROGRAMS FOR LOCAL COMMUNITY | $17,000 | |
| YALE UNIVERSITY - SKEET & TRAP CLUB | ||||||||
| YALE ATHLETIC DEPARTMENT PO BOX | NEW HAVEN | CT | 06520 | NONE | 501(C)(3) | SUPPORT ATHLETICS | $500 | 208216 |
| YMCA OF SOUTHERN ARIZONA | ||||||||
| PO BOX 1111 | TUCSON | AZ | 85702 | NONE | 501(C)(3) | HELP ALL PEOPLE TO REALIZE THEIR FULLEST POTENTIAL THROUGH DEVELOPMENT OF SPIRIT, MIND, AND BODY | $1,500 | |
| GIRL SCOUTS OF SOUTHERN ARIZONA | ||||||||
| 4300 E BROADWAY BLVD | TUCSON | AZ | 85711 | NONE | 501(C)(3) | SUPPORT BUILDING GIRLS OF COURAGE, CONFIDENCE AND CHARACTER WHO WILL MAKE THE WORLD A BATTER PLACE | $3,000 | |
| MARANA COMMUNITY FOOD BANK | ||||||||
| 11734 W GRIER ROAD | MARANA | AZ | 85653 | NONE | 501(C)(3) | PROVIDE EMERGENCY FOOD ASSISTANCE AND A VARIETY OF SERVICES TO LOCAL RESIDENTS | $500 | |
| SPECIAL OLYMPICS ARIZONA | ||||||||
| 2100 S 75TH AVENUE | PHOENIX | AZ | 85043 | NONE | 501(C)(3) | SUPPORT ATHLETES WITH INTELLECTUAL DISABILITIES | $1,000 | |
| ORO VALLEY THEATER COMPANY | ||||||||
| 12150 N CAMINO DEL FIERRO | ORO VALLEY | AZ | 85755 | NONE | 501(C)(3) | PROVIDE QUALITY THEATER EXPERIENCES FOR THE COMMUNITY | $2,500 | |
| ORO VALLEY CHILDREN'S MUSEUM | ||||||||
| 11015 N ORACLE ROAD SUITE 101 | ORO VALLEY | AZ | 85737 | NONE | 501(C)(3) | PROVIDE FUN, HANDS-ON EXPERIENCES FOR YOUNG CHILDREN | $2,500 | |
| ARIZONA VETERANS' MEMORIAL CEMETARY | ||||||||
| 15950 N LUCKETT ROAD | MARANA | AZ | 85653 | NONE | AZ STATE GOVERNMENT | PROVIDE INTERMENT FOR QUALIFIED VETERANS AT NO COST | $7,500 | |
| BLINK NOW FOUNDATION | ||||||||
| PO BOX 453 | MENDHAM | NJ | 07945 | NONE | 501(C)(3) | PROVIDE A HOME AND SCHOOL FOR THE COMMUNITY IN SURKHET, NEPAL | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,416 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $289 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,940 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $852 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,907 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $112,988 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $112,988 | 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 | MAMIE KAI ESTATE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7440 N ORACLE ROAD BLDG 2 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,650 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,650 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB - SECURITIES | StockNm |
| EOY Book Value | $2,369,967 | EOYBookValueAmt |
| EOYFMV | $2,369,967 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES & MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $94 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $84 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ATLS PRODUCTION | Desc |
| Revenue And Expenses Per Books | $852 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $852 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $852 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON ASSETS | Desc |
| BOY Book Value | $776,378 | BOYBookValueAmt |
| EOY Book Value | $533,797 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $1,586 | $0 | $0 |
| PROPERTY TAXES | $504 | $504 | $0 |
| STATE TAX | $42 | $42 | $0 |
| FOREIGN TAX | $91 | $91 | $0 |
| OTHER TAXES | $40 | $0 | $0 |
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