BETA

Louis Foundation Inc: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
Louis Foundation Inc (EIN 86-0211888)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201841349349102404
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T12:05:05-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 S WACKER DRIVE STE 800AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN860211888EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOUIS FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O JULIE D LOUISBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLOUIBusinessNameControlTxt
Phone6029548897PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15110 N 40TH STREET NO 236AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIE D LOUISPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6029548897PhoneNum
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWARD J FELLIN CPAPreparerPersonNm
PTINP00440453PTIN
Phone3126343400PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$672,445FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$325,197ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$46,482DividendsRevAndExpnssAmt
Dividends Net Invst Incm$46,482DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$371,679TotalRevAndExpnssAmt
Total Net Invst Incm$46,482TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$200LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$200LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$676TaxesRevAndExpnssAmt
Taxes Net Invst Incm$676TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$65OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$65OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,941TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,941TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$312,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$312,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$317,441TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,941TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$313,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$54,238ExcessRevenueOverExpensesAmt
Net Investment Income$42,541NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$612CashBOYAmt
Sav And Temp Cash Invst BOY$27,148SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$58,672SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$58,672SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$543,500CorporateStockBOYAmt
Corporate Stock EOY$566,826CorporateStockEOYAmt
Corporate Stock EOYFMV$613,773CorporateStockEOYFMVAmt
Total Assets BOY$571,260TotalAssetsBOYAmt
Total Assets EOY$625,498TotalAssetsEOYAmt
Total Assets EOYFMV$672,445TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$571,260CapitalStockBOYAmt
Capital Stock EOY$625,498CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$571,260TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$625,498TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$571,260TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$625,498TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$571,260TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$54,238ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$625,498SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$625,498TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$308,463AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$654,745NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.471119DistributionYr1Rt
Adjusted Qlfy Distri Yr2$288,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$630,219NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.457777DistributionYr2Rt
Adjusted Qlfy Distri Yr3$395,375AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$754,899NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.523746DistributionYr3Rt
Adjusted Qlfy Distri Yr4$441,659AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$627,738NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.703572DistributionYr4Rt
Adjusted Qlfy Distri Yr5$199,167AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$31,799NetVlNoncharitableAssetsYr5Amt
Distribution Yr56.263310DistributionYr5Rt
Total Distribution8.419524TotalDistributionRt
Average Distribution1.683905AverageDistributionRt
Net Vl Noncharitable Assets$655,765NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,104,246AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$425NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,104,671AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$313,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$851InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$851SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$851TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$25EsPenaltyAmt
Tax Due$876TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateAZOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJULIE D LOUISIndividualWithBooksNm
Phone6029548897PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15110 N 40TH STREET SUITE 236AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85018ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CARRIE L HULBURD
RSM 1 S WACKER DR STE 800CHICAGOIL60606VICE PRESIDENT0.10$0$0$0
JULIE D LOUIS
RSM 1 S WACKER DR STE 800CHICAGOIL60606PRESIDENT0.10$0$0$0
TIMOTHY C LOUIS
RSM 1 S WACKER DR STE 800CHICAGOIL60606SECRETARY0.10$0$0$0
JON HULBURD
RSM 1 S WACKER DR STE 800CHICAGOIL60606TREASURER0.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$603,001AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$62,750AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$665,751TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$665,751AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,986CashDeemedCharitableAmt
Net Vl Noncharitable Assets$655,765NetVlNoncharitableAssetsAmt
Minimum Investment Return$32,788MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$32,788MinimumInvestmentReturnAmt
Tax Based On Investment Income$851TaxBasedOnInvestmentIncomeAmt
Total Tax$851TotalTaxAmt
Distributable Before Adj$31,937DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$31,937DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$31,937DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$313,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$313,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$313,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,937DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$198,243ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$410,947ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$358,292ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$257,644ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$276,518ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,501,644TotalExcessDistributionCyovAmt
Qualifying Distributions$313,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$31,937AppliedToCurrentYearAmt
Remaining Distri From Corpus$281,563RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,783,207TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$198,243ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,584,964ExcessDistriCyovToNextYrAmt
Excess From Year4$410,947ExcessFromYear4Amt
Excess From Year3$358,292ExcessFromYear3Amt
Excess From Year2$257,644ExcessFromYear2Amt
Excess From Year1$276,518ExcessFromYear1Amt
Excess From Current Year$281,563ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJULIE D LOUISContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN RED CROSS - GRAND CANYON CHAPTER
6135 NORTH BLACK CANYON HIGHWAYPHOENIXAZ85015NONEPCSOCIAL WELFARE$10,000
ARIZONA HUMANE SOCIETY
1521 W DOBBINS ROADPHOENIXAZ85041NONEPCCHARITABLE$10,000
ARIZONA SCIENCE CENTER
600 EAST WASHINGTON STREETPHOENIXAZ85004NONEPCSCIENTIFIC AND NATURE$10,000
CABLE NATURAL HISTORY MUSEUM
PO BOX 416 13470 COUNTY HWYCABLEWI54821NONEPCSCIENTIFIC AND NATURE$10,000
DEERFIELD ACADEMY
PO BOX 306DEERFIELDMA01342NONEPCEDUCATION$20,000
DESERT BOTANICAL GARDEN
1201 NORTH GALVIN PARKWAYPHOENIXAZ85008NONEPCSCIENTIFIC AND NATURE$10,000
DESERT VOICES
3426 EAST SHEA BOULEVARDPHOENIXAZ85028NONEPCSOCIAL WELFARE$10,000
DESIGN BLUFF
PO BOX 3779PARK CITYUT84060NONEPCSOCIAL WELFARE$10,000
FIRST TEE OF PHOENIX
3837 E WIER AVENUE 7PHOENIXAZ85040NONEPCSOCIAL WELFARE$10,000
HABITAT FOR HUMANITY CENTRAL ARIZONA
9133 NW GRAND AVE SUITE 1PEORIAAZ85345NONEPCSOCIAL WELFARE$5,000
HEALTH VOLUNTEERS OVERSEAS
1900 L STREET NW SUITE 310WASHINGTONDC20036NONEPCSOCIAL WELFARE$5,000
JUNIOR ACHIEVEMENT OF ARIZONA
636 WEST SOUTHERN AVENUETEMPEAZ85282NONEPCCHARITABLE$5,000
NATIONAL KIDNEY FOUNDATION OF ARIZONA
360 E CORONADO ROADPHOENIXAZ85004NONEPCMEDICAL$10,000
NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVEARLINGTONVA22203NONEPCSCIENTIFIC AND NATURE$7,000
ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION
9400 WEST HIGGINS ROAD SUITE 215ROSEMONTIL60018NONEPCEDUCATION$10,000
PHOENIX ART MUSEUM - GENERAL
1625 NORTH CENTRAL AVENUEPHOENIXAZ85004NONEPCARTS AND HUMANITIES$2,500
PHOENIX CHILDREN'S HOSPITAL
1919 E THOMAS ROADPHOENIXAZ85016NONEPCMEDICAL$5,000
PHOENIX COUNTRY DAY SCHOOL
3901 EAST STANFORD DRIVEPARADISE VALLEYAZ85253NONEPCEDUCATION$20,000
PHOENIX ZOO
455 NORTH GALVIN PARKWAYPHOENIXAZ85008NONEPCZOOLOGICAL$10,000
PLANNED PARENTHOOD OF ARIZONA
5651 NORTH 7TH STREETPHOENIXAZ85014NONEPCSOCIAL WELFARE$10,000
SCOTTSDALE HEALTHCARE FOUNDATION
10001 NORTH 92ND STREET SUITE 121SCOTTSDALEAZ85258NONEPCMEDICAL$5,000
SOUTHWEST AUTISM RESEARCH FOUNDATION
300 NORTH 18TH STREETPHOENIXAZ85006NONEPCMEDICAL$20,000
SPECIAL OLYMPICS ARIZONA
2100 SOUTH 75TH AVEPHOENIXAZ85043NONEPCCHARITABLE$2,000
ST MARY'S FOOD BANK
2831 NORTH 31ST AVENUEPHOENIXAZ85009NONEPCSOCIAL WELFARE$1,000
TGEN FOUNDATION
445 NORTH FIFTH STREET SUITE 120PHOENIXAZ85004NONEPCMEDICAL$25,000
THE SALVATION ARMY - SOUTHWEST DIVISION
2707 EAST VAN BUREN STREETPHOENIXAZ85008NONEPCSOCIAL WELFARE$10,000
VALLEY OF THE SUN UNITED WAY
3200 EAST CAMELBACK ROAD SUITE 375PHOENIXAZ850182328NONEPCSOCIAL WELFARE$50,000
WILLIAMS COLLEGE
75 PARK STREETWILLIAMSTOWNMA01267NONEPCEDUCATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$312,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$46,482ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$46,482ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$46,482TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JULIE D LOUIS REVOCABLE TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15110 NORTH 40TH STREET SUITE 236AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85018ZIPCd
FieldValueIRS element (for citing)
Total Contributions$325,197TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property60 SHS S.C. JOHNSON INC. 5% PREFERRED STOCKNoncashPropertyDesc
Fair Market Value$197FairMarketValueAmt
Received2017-11-03ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$4,000Amt
Net Investment Income$3,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,000DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1100 S.C.JOHNSON & SON, INC. SERIES A 5% CUM. PREF$63,000$110,000
4805 S.C.JOHNSON & SON, INC. 8 1/2% THIRD PREF$480,500$480,500
2297 MSIF ULTRA-SHORT INCOME A$23,129$23,076
60 S.C.JOHNSON & SON, INC. 5% PREF$197$197

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$200LegalFeesAmt
Net Investment Income$200NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$65RevenueAndExpensesPerBooksAmt
Net Investment Income$65NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$676Amt
Net Investment Income$676NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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