C & J FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- C & J FOUNDATION (EIN 86-1026568)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-10-31
- IRS object ID
- 201923049349100742
- 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
- Dissolution Stmt
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-31T18:50:22-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 N CENTRAL AVENUE SUITE 1200 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 850122799 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861026568 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C & J FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | C&JF | BusinessNameControlTxt |
| Phone | 4809225700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8552 E SWEETWATER AVE | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA F QUAYLE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4809225700 | PhoneNum |
| Signature | 2019-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA A DUFF | PreparerPersonNm |
| PTIN | P00179255 | PTIN |
| Phone | 6022345100 | PhoneNum |
| Preparation | 2019-10-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.219.0.140 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-31 | IPDt |
| IP Tm | 17:21:34 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8B52E23EA90F0E5BB172FEF5E65E8CFD0052DAFB | 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 | $1,113,719 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $96,861 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,861 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,699 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,429,471 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,699 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $184,560 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $184,560 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $32,560 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,560 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $61 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $61 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,175 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,796 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,621 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,725,012 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,725,012 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,781,808 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,621 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,740,012 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,597,248 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $151,939 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$1 | CashEOYAmt |
| Cash EOYFMV | -$1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $16,258 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $182 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $182 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,812,146 | CorporateStockBOYAmt |
| Corporate Stock EOY | $755,583 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $755,583 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,836,749 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $357,955 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $357,955 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $302,313 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,967,466 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,113,719 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,113,719 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,967,466 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,113,719 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,967,466 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,113,719 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,967,466 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,113,719 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,967,466 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,597,248 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,370,218 | SubtotalAmt |
| Other Decreases | $256,499 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,113,719 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS - PUBLICLY TRADED SECURITIES | P | 2019-06-30 | $568,831 | $576,814 | -$7,983 | -$7,983 |
| GOLDMAN SACHS - PUBLICLY TRADED SECURITIES | P | 2019-06-30 | $1,824,594 | $1,698,176 | $126,418 | $126,418 |
| GOLDMAN SACHS - REGULATED FUTURES | P | -$66,782 | -$66,782 | |||
| CAPITAL GAINS DIVIDENDS | P | $36,046 | $36,046 | $36,046 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,699 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $355,173 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,034,031 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058862 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $335,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,758,519 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058175 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $316,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,566,400 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056859 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $389,261 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,875,603 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066250 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $326,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,598,488 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071002 | DistributionYr5Rt |
| Total Distribution | 0.311148 | TotalDistributionRt |
| Average Distribution | 0.062230 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,826,135 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $238,100 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,519 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $239,619 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,740,012 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,519 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,519 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,519 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,881 | OverpaymentAmt |
| Applied To ES Tax | $5,881 | 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 | Yes (1) | 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 | COVEY MANAGEMENT INC | IndividualWithBooksNm |
| Phone | 4809225700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 N SCOTTSDALE ROAD STE 4800 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85251 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| LINDA F QUAYLE | ||||||||
| 8552 E SWEETWATER AVE | SCOTTSDALE | AZ | 85260 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| CHRISTOPHER S QUAYLE | ||||||||
| 8552 E SWEETWATER AVE | SCOTTSDALE | AZ | 85260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER P QUAYLE | ||||||||
| 8552 E SWEETWATER AVE | SCOTTSDALE | AZ | 85260 | DIRECTOR | 5.00 | $15,000 | $0 | $0 |
| KELLY C QUAYLE | ||||||||
| 8552 E SWEETWATER AVE | SCOTTSDALE | AZ | 85260 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE C & J FOUNDATION DOES NOT MAKE ANY PROGRAM RELATED INVESTMENTS. DIRECT CHARITABLE ACTIVITIES ARE NOT CARRIED ON BY THE FOUNDATION. ALL ADMINISTRATION EXPENSES | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | INCURRED IN CONNECTION WITH THE TAX EXEMPT PURPOSE WERE ALLOCATED TO GRANT MAKING ACTIVITIES. ALL OTHER EXPENSES OF THE FOUNDATION WERE PROPERLY ALLOCABLE TO THE | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | INVESTMENT ACTIVITIES OF THE FOUNDATION. | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
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 | $3,875,694 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,707 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,884,401 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,884,401 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,266 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,826,135 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $191,307 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $191,307 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,519 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,519 | TotalTaxAmt |
| Distributable Before Adj | $189,788 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $189,788 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $189,788 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,740,012 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,740,012 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,519 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,738,493 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $189,788 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $102,551 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $98,637 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,628 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $52,610 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $60,786 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $355,212 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,740,012 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $189,788 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,550,224 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,905,436 | 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 | $102,551 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,802,885 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $98,637 | ExcessFromYear4Amt |
| Excess From Year3 | $40,628 | ExcessFromYear3Amt |
| Excess From Year2 | $52,610 | ExcessFromYear2Amt |
| Excess From Year1 | $60,786 | ExcessFromYear1Amt |
| Excess From Current Year | $4,550,224 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HUMANE SOCIETY OF WICKENBURG | ||||||
| PO BOX 147 | WICKENBURG | AZ | 85358 | PC | GENERAL PURPOSE | $89,955 |
| JOHNS HOPKINS UNIVERSITY & MEDICINE | ||||||
| 3910 KESWICK ROAD NO N4327B | BALTIMORE | MD | 21211 | PC | GENERAL PURPOSE | $40,000 |
| PHOENIX CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 1919 E THOMAS ROAD | PHOENIX | AZ | 85016 | PC | GENERAL PURPOSE | $20,000 |
| VICTORY JUNCTION | ||||||
| 4500 ADAMS WAY | RANDLEMAN | NC | 27317 | PC | GENERAL PURPOSE | $20,000 |
| GARY SINISE FOUNDATION | ||||||
| 1901 AVENUE OF THE STAR NO 1050 | LOS ANGELES | CA | 90067 | PC | GENERAL PURPOSE | $25,000 |
| GOLDMAN SACHS PHILANTHROPY FUND | ||||||
| PO BOX 15203 | ALBANY | NY | 122125203 | PC | GENERAL PURPOSE | $2,384,075 |
| ACAIR FOUNDATION | ||||||
| 4900 N SCOTTSDALE ROAD SUITE 4800 | SCOTTSDALE | AZ | 85251 | PF | GENERAL PURPOSE | $2,145,982 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,725,012 | 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 | $96,861 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $87,699 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $184,560 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $184,560 | 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 |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Short ExplanationShortExplanationTxt | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| GS PHILANTHROPY FUND | |||||
| PO BOX 15203 | ALBANY | NY | 122125203 | THREE OF THE FOUR BOARD OF DIRECTORS OF C&J FOUNDATION RESIGNED EFFECTIVE APRIL 1, 2019 AFTER DECIDING TO DISTRIBUTE MORE THAN 25% OF ITS ASSETS TO CHARITABLE ORGANIZATIONS. THE SCHEDULE OF RECIPIENTS IS LISTED AT PART XV OF THIS FORM 990-PF. THE NATURE AND FAIR MARKET VALUE OF THE ASSETS DISTRIBUTED TO EACH RECIPIENT CONSISTED OF CASH AND MARKETABLE SECURITIES EASILY VALUED AT THE DATE OF DISTRIBUTION. | $2,384,075 |
| ACAIR FOUNDATION | |||||
| 4900 N SCOTTSDALE ROAD SUITE 4800 | SCOTTSDALE | AZ | 85251 | THREE OF THE FOUR BOARD OF DIRECTORS OF C&J FOUNDATION RESIGNED EFFECTIVE APRIL 1, 2019 AFTER DECIDING TO DISTRIBUTE MORE THAN 25% OF ITS ASSETS TO CHARITABLE ORGANIZATIONS. THE SCHEDULE OF RECIPIENTS IS LISTED AT PART XV OF THIS FORM 990-PF. THE NATURE AND FAIR MARKET VALUE OF THE ASSETS DISTRIBUTED TO EACH RECIPIENT CONSISTED OF CASH AND MARKETABLE SECURITIES EASILY VALUED AT THE DATE OF DISTRIBUTION. | $2,145,982 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACAIR FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 N SCOTTSDALE ROAD SUITE 4800 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2019-02-01 | GrantDt |
| Grant | $2,145,982 | GrantAmt |
| Purpose Of Grant | GENERAL PURPOSE | PurposeOfGrantTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS | BondNm |
| EOY Book Value | $357,955 | EOYBookValueAmt |
| EOYFMV | $357,955 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS | StockNm |
| EOY Book Value | $755,583 | EOYBookValueAmt |
| EOYFMV | $755,583 | EOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THREE OF THE FOUR BOARD OF DIRECTORS OF C&J FOUNDATION RESIGNED EFFECTIVE APRIL 1, 2019 AFTER DECIDING TO DISTRIBUTE MORE THAN 25% OF ITS ASSETS TO CHARITABLE ORGANIZATIONS. THE SCHEDULE OF RECIPIENTS IS LISTED AT PART XV OF THIS FORM 990-PF. THE NATURE AND FAIR MARKET VALUE OF THE ASSETS DISTRIBUTED TO EACH RECIPIENT CONSISTED OF CASH AND MARKETABLE SECURITIES EASILY VALUED AT THE DATE OF DISTRIBUTION. | ExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ADJUSTMENT | Desc |
| Amt | $256,499 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING & ADVISORY FEES | CategoryTxt |
| Amt | $32,560 | Amt |
| Net Investment Income | $32,560 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2018 Q1 ES PAYMENT | $7,400 | $0 | $0 |
| 2017 TAX PAYMENT | $1,775 | $0 | $0 |
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