MAXINMOTION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MAXINMOTION (EIN 45-3760957)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-22
- IRS object ID
- 201821429349100612
- Schema version
- 2017v2.2
- 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
- All Oth Prog Rltd Investments Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-22T17:02:44-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453635408 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TFO PHOENIX INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5060 NORTH 40TH STREET SUITE 200 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453760957 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAXINMOTION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAXI | BusinessNameControlTxt |
| Phone | 4802915000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 E CAMELBACK ROAD NO 200 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONAH SHACKNAI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4802915000 | PhoneNum |
| Signature | 2018-05-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC J VOITA | PreparerPersonNm |
| PTIN | P00687348 | PTIN |
| Phone | 6024662611 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $352,141 | 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 | $463,420 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $182 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $182 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$331 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $249,527 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $121,442 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $101 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $463,372 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $121,624 | 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 |
| Legal Fees Rev And Expnss | $1,908 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,908 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $183 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $183 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $150 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,093 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,093 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,334 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,184 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $378,890 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $378,890 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $382,224 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $382,074 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $81,148 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,624 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $270,993 | CashBOYAmt |
| Cash EOY | $347,141 | CashEOYAmt |
| Cash EOYFMV | $347,141 | CashEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $270,993 | TotalAssetsBOYAmt |
| Total Assets EOY | $352,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $352,141 | 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 | $270,993 | RetainedEarningBOYAmt |
| Retained Earning EOY | $352,141 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $270,993 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $352,141 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $270,993 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $352,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $270,993 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $81,148 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $352,141 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $352,141 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $249,527 | GrossSalesPriceAmt |
| Cost Or Other Basis | $128,085 | CostOrOtherBasisAmt |
| Gain Or Loss | $121,442 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $121,442 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $121,442 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $313,042 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $351,343 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.890987 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $239,503 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $468,731 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.510960 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $213,304 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $598,373 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.356473 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $384,492 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $645,125 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.595996 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $51,209 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $149,211 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.343199 | DistributionYr5Rt |
| Total Distribution | 2.697615 | TotalDistributionRt |
| Average Distribution | 0.539523 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $226,085 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $121,978 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,216 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $123,194 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $382,074 | 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 | $1,216 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,216 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,216 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $1,283 | OverpaymentAmt |
| Applied To ES Tax | $1,283 | 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 | 0 | 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 | WWW.MAXINMOTION.ORG | WebsiteAddressTxt |
| Individual With Books | JONAH SHACKNAI | IndividualWithBooksNm |
| Phone | 4802915000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 E CAMELBACK ROAD SUITE 200 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| JONAH SHACKNAI | ||||||||
| 3333 E CAMELBACK ROAD SUITE 200 | PHOENIX | AZ | 85018 | PRESIDENT & DIRECTOR | 15.00 | $0 | $0 | $0 |
| SAM GARVIN | ||||||||
| 7405 E MONTE CRISTO | SCOTTSDALE | AZ | 85260 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| EG KEN KENDRICK JR | ||||||||
| 401 E JEFFERSON ST | PHOENIX | AZ | 85004 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| R TAYLOR BURKE JR | ||||||||
| 7016 E SUNNYVALE ROAD | PARADISE VALLEY | AZ | 85253 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| TIM RIESTER | ||||||||
| 802 N 3RD AVENUE | PHOENIX | AZ | 85003 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| GABRIELE SHACKNAI | ||||||||
| 3333 E CAMELBACK ROAD SUITE 200 | PHOENIX | AZ | 85018 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ETHAN SHACKNAI | ||||||||
| 3333 E CAMELBACK ROAD SUITE 200 | PHOENIX | AZ | 85018 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MAX IN MOTION FOUNDATION MAKES NO PROGRAM RELATEDINVESTMENTS. NO DIRECT CHARITABLE ACTIVITIES ARE CARRIED ONBY THE FOUNDATION. ALL ADMINISTRATIVE EXPENSES INCURRED IN | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | CONNECTION WITH OUR TAX EXEMPT PURPOSE WERE ALLOCATED TOGRANT MAKING ACTIVITIES. ALL OTHER EXPENSES OF THEFOUNDATION WERE PROPERLY ALLOCABLE | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | TO THE INVESTMENT ACTIVITIES OF THE FOUNDATION. | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
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 | $229,528 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $229,528 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $229,528 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,443 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $226,085 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,304 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,304 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,216 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,216 | TotalTaxAmt |
| Distributable Before Adj | $10,088 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,088 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,088 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $382,074 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $382,074 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,216 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $380,858 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,088 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $44,378 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $352,242 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $183,539 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $216,148 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $295,573 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,091,880 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $382,074 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,088 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $371,986 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,463,866 | 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 | $44,378 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,419,488 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $352,242 | ExcessFromYear4Amt |
| Excess From Year3 | $183,539 | ExcessFromYear3Amt |
| Excess From Year2 | $216,148 | ExcessFromYear2Amt |
| Excess From Year1 | $295,573 | ExcessFromYear1Amt |
| Excess From Current Year | $371,986 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JONAH SHACKNAI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITY360 SPORTS AND FITNESS CENTER | |||||||
| 5031 E WASHINGTON ST | PHOENIX | AZ | 85034 | NONE | PUBLIC CHARITY | ADAPTIVE YOUTH SPORT CLINICS | $15,140 |
| ARIZONA BOBCATSVALLEY OF THE SUN HOCKEY ASSOCIATION | |||||||
| 3853 E THOMAS RD | PHOENIX | AZ | 85008 | NONE | PUBLIC CHARITY | YOUTH HOCKEY SPONSORSHIPS | $1,500 |
| ARIZONA HOCKEY UNION | |||||||
| PO BOX 1431 | GILBERT | AZ | 85299 | NONE | PUBLIC CHARITY | YOUTH HOCKEY SPONSORSHIPS | $6,500 |
| ARIZONA LADY COYOTES HOCKEY ASSOCIATION | |||||||
| 111008 E VICTORIA ST | CHANDLER | AZ | 85248 | NONE | PUBLIC CHARITY | YOUTH HOCKEY SCHOLARSHIPS | $1,000 |
| ARIZONA YOUTH SOCCER ASSOCIATION | |||||||
| 9034 N 23RD AVENUE 10 | PHOENIX | AZ | 85021 | NONE | PUBLIC CHARITY | YOUTH SOCCER SCHOLARSHIPS | $110,000 |
| COYOTES AMATEUR HOCKEY ASSOCIATION (HOME) | |||||||
| 9375 E BELL ROAD | SCOTTSDALE | AZ | 85260 | NONE | PUBLIC CHARITY | YOUTH HOCKEY SCHOLARSHIPS | $35,500 |
| DESERT YOUTH HOCKEY ASSOCIATION | |||||||
| 1520 N MCCLINTOCK DRIVE | TEMPE | AZ | 85281 | NONE | PUBLIC CHARITY | YOUTH HOCKEY SCHOLARSHIPS | $3,750 |
| MISSION ARIZONA ICE | |||||||
| 3039 W PEORIA | PHOENIX | AZ | 85029 | NONE | PUBLIC CHARITY | YOUTH HOCKEY SPONSORSHIPS | $5,500 |
| SOUTHERN CALIFORNIA YOUTH SOCCER ORGANIZATION | |||||||
| 1029 S PLACENTIA AVE | FULLERTON | CA | 92831 | NONE | PUBLIC CHARITY | YOUTH SOCCER SCHOLARSHIPS | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $378,890 | 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 | $182 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$331 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $101 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$48 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$48 | 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 | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAX A SHACKNAI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(3) | OrganizationTypeDesc |
| Relationship Description | COMMON CONTROL | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| TAYLOR JULIA BURKE | |||||||
| 1 | 7114 E STETSON DRIVE SUITE 400 | SCOTTSDALE | AZ | 85251 | $10,000 | Yes (X) | |
| ANDREW KAREN HIRSCHBERG | |||||||
| 2 | 7 ELIZABETH DRIVE | WESTPORT | CT | 06880 | $15,000 | Yes (X) | |
| TIM MIRJA RIESTER | |||||||
| 3 | 802 N 3RD AVENUE | PHOENIX | AZ | 85003 | $15,000 | Yes (X) | |
| HOWARD LISA LUBER | |||||||
| 4 | 6105 E CABALLO DRIVE | PARADISE VALLEY | AZ | 85253 | $10,000 | Yes (X) | |
| RICHARD T BURKE | |||||||
| 5 | 7114 E STETSON DRIVE SUITE 400 | SCOTTSDALE | AZ | 85251 | $5,000 | Yes (X) | |
| SAM GARVIN | |||||||
| 6 | 7405 E MONTE CRISTO | SCOTTSDALE | AZ | 85260 | $30,000 | Yes (X) | |
| LARRY VAN TUYL | |||||||
| 7 | 14747 NORTH NORTHSIGHT BLVD SUITE 1 | SCOTTSDALE | AZ | 85260 | $250,447 | Yes (X) | Yes (X) |
| JONAH SHACKNAI | |||||||
| 8 | 3333 E CAMELBACK ROAD | PHOENIX | AZ | 85018 | $100,000 | Yes (X) | |
| UNITED HEALTHCARE SERVICES INC | |||||||
| 9 | PO BOX 1459 MN008-W235 | MINNEAPOLIS | MN | 55440 | $15,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 7 | ContributorNum |
| Noncash Property | 1020 SHARES OF BOEING | NoncashPropertyDesc |
| Fair Market Value | $245,135 | FairMarketValueAmt |
| Received | 2017-09-12 | ReceivedDt |
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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,908 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,908 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT IN TRANSIT | Desc |
| EOY Book Value | $5,000 | EOYBookValueAmt |
| EOYFMV | $5,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PROCESSING FEES | Desc |
| Revenue And Expenses Per Books | $1,093 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,093 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX REFUND | Desc |
| Revenue And Expenses Per Books | $101 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $101 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK FEES | CategoryTxt |
| Amt | $183 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $183 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY VAN TUYL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14747 NORTH NORTHSIGHT BLVD SUITE | AddressLine1Txt |
| Address Line2 | 111-431 | AddressLine2Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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