PENNY AND ROBERT SARVER CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PENNY AND ROBERT SARVER CHARITABLE FOUNDATION (EIN 83-0320824)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-20
- IRS object ID
- 201931409349100658
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-20T17:48:16-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860683059 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEACHFLEISCHMAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1985 E RIVER ROAD SUITE 201 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | 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 | 830320824 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENNY AND ROBERT SARVER CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PENN | BusinessNameControlTxt |
| Phone | 5203214600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5710 N YUCCA RD | AddressLine1Txt |
| City | PARADISE VALLEY | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852535253 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SARVER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5203214600 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN K MCCLOSKEY CPA | PreparerPersonNm |
| PTIN | P00099644 | PTIN |
| Phone | 5203214600 | PhoneNum |
| Preparation | 2019-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.128.200.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 17:51:35 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 100786DC4CA6AC734CEB2D953EA696EF9CD62243 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6254BD7376922C5EDC1BE0802095E058D657BDE2 | 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 | $652,861 | 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 | $347,940 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,985 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,985 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,595 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $344,345 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $323,495 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $346,330 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $325,480 | 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 |
| Other Expenses Rev And Expnss | $60 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $368,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $368,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $368,760 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $368,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,430 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $325,480 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $675,291 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $652,861 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $652,861 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $675,291 | TotalAssetsBOYAmt |
| Total Assets EOY | $652,861 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $652,861 | 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 | $675,291 | RetainedEarningBOYAmt |
| Retained Earning EOY | $652,861 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $675,291 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $652,861 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $675,291 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $652,861 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $675,291 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,430 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $652,861 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $652,861 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1500 SH ADOBE | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2001-10-03 | AcquiredDt |
| Sold | 2018-11-26 | SoldDt |
| Gross Sales Price | $344,345 | GrossSalesPriceAmt |
| Cost Or Other Basis | $20,850 | CostOrOtherBasisAmt |
| Gain Or Loss | $323,495 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $323,495 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $323,495 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $432,692 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $850,319 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.508858 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $221,825 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $702,460 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.315783 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $302,955 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $223,594 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.354933 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $194,737 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $238,203 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.817525 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $160,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $123,512 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.301493 | DistributionYr5Rt |
| Total Distribution | 4.298592 | TotalDistributionRt |
| Average Distribution | 0.859718 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $598,462 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $514,509 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,255 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $517,764 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $368,700 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,510 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,510 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,510 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $13,300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,300 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,790 | OverpaymentAmt |
| Applied To ES Tax | $6,790 | 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 | WY | 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 | BEACHFLEISCHMAN PC | IndividualWithBooksNm |
| Phone | 5203214600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1985 E RIVER RD STE 201 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT SARVER | ||||||||
| 5710 N YUCCA RD | PARADISE VALLEY | AZ | 852535253 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| PENNY SARVER | ||||||||
| 5710 N YUCCA RD | PARADISE VALLEY | AZ | 852535253 | SECRETARY | 0.00 | $0 | $0 | $0 |
| JON R YOUNG | ||||||||
| PO BOX 64130 | TUCSON | AZ | 85728 | DIRECTOR | 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 |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $607,576 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $607,576 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $607,576 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,114 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $598,462 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,923 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,923 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,510 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,510 | TotalTaxAmt |
| Distributable Before Adj | $23,413 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,413 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,413 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $368,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $368,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $368,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,413 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $154,574 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $187,283 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $297,975 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $201,534 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $432,700 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,274,066 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $368,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,413 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $345,287 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,619,353 | 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 | $154,574 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,464,779 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $187,283 | ExcessFromYear4Amt |
| Excess From Year3 | $297,975 | ExcessFromYear3Amt |
| Excess From Year2 | $201,534 | ExcessFromYear2Amt |
| Excess From Year1 | $432,700 | ExcessFromYear1Amt |
| Excess From Current Year | $345,287 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT SARVER | ContributingManagerNm |
| Contributing Manager | PENNY SARVER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BARROW NEUROLOGICAL FOUNDATION | ||||||
| 124 W THOMAS ROAD SUITE 250 | PHOENIX | AZ | 85013 | PC | MEDICAL RESEARCH | $25,000 |
| CLAIRMONT MCKENNA COLLEGE | ||||||
| 888 COLUMBIA AVENUE | CLAREMONT | CA | 91711 | PC | EDUCATIONAL | $25,000 |
| JEWISH FAMILY AND CHILDREN'S SERVICES | ||||||
| 4747 N 7TH STREET SUITE 100 | PHOENIX | AZ | 85014 | PC | CHARITABLE | $12,500 |
| JEWISH FEDERATION OF GREATER PHOENIX | ||||||
| 12701 N SCOTTSDALE ROAD | SCOTTSDALE | AZ | 85254 | PC | CHARITABLE | $50,000 |
| MINNEAPOLIS FOUNDATION - THE LARRY FITZGERALD FIRST DOWN FUND | ||||||
| 800 IDS CENTER 80 S EIGHTH STREET | MINNEAPOLIS | MN | 55402 | PC | SUPPORT FOR KIDS AND FAMILIES IN CRISIS | $15,000 |
| PHOENIX COUNTRY DAY SCHOOL | ||||||
| 3901 E STANFORD DRIVE | PARADISE VALLEY | AZ | 85253 | PC | EDUCATION | $5,000 |
| STEVEN M GOOTTER FOUNDATION | ||||||
| PO BOX 64583 | TUCSON | AZ | 85728 | PC | MEDICAL RESEARCH | $10,000 |
| TEMPLE CHAI | ||||||
| 4645 E MARILYN ROAD | PHOENIX | AZ | 85032 | PC | CHARITABLE | $5,200 |
| UNIVERSITY OF ARIZONA | ||||||
| 1111 N CHERRY AVENUE | TUCSON | AZ | 85719 | GOV | EDUCATIONAL | $10,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 2929 SOUTH 48TH STREET | TEMPE | AZ | 85282 | PC | CHARITABLE | $10,000 |
| RIVERSIDE HEALTH SYSTEM | ||||||
| 701 TOWN CENTER DRIVE | NEWPORT NEWS | VA | 23606 | PC | CHARITABLE | $50,000 |
| NEIGHBORHOOD MINISTRIES INC | ||||||
| 1918 W VAN BUREN ST | PHOENIX | AZ | 85009 | PC | CHARITABLE | $25,000 |
| UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||
| 10920 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | GOV | EDUCATIONAL | $125,000 |
| CORTNEY'S PLACE | ||||||
| 7000 EAST SHEA BLVD SUITE 1430 | SCOTTSDALE | AZ | 85254 | PC | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $368,700 | 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 | $1,985 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,595 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$1,610 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,610 | 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 Person | ROBERT AND PENNY SARVER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5710 N YUCCA RD | AddressLine1Txt |
| City | PARADISE VALLEY | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $347,940 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICALLY TRADED STOCK | NoncashPropertyDesc |
| Fair Market Value | $347,940 | FairMarketValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $60 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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