PINO FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PINO FAMILY FOUNDATION (EIN 47-3568874)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201703199349104160
- Schema version
- 2016v3.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T16:16:43-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860737675 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VILLANUEVA & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3707 N 7TH ST STE 125 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473568874 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PINO FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PINO | BusinessNameControlTxt |
| Phone | 6026724756 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7269 EAST MANZANITA DRIVE | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85258 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELE PINO | PersonNm |
| Person Title | ADMINISTRATOR | PersonTitleTxt |
| Phone | 6026724756 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD A VILLANUEVA | PreparerPersonNm |
| PTIN | P00539554 | PTIN |
| Phone | 6022359414 | PhoneNum |
| Preparation | 2017-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.152.126.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-15 | IPDt |
| IP Tm | 10:53:53 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5C0982E774CADC842DB51AFC80F07AF1B1DF6935 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D142309D2E50BB07577E0B676C06DC36ED62D1D1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $88,982 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,106 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,106 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,000 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $100,037 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,000 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,109 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,109 | 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 | $1,544 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,544 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,544 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,544 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,544 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,544 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$99,435 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,565 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,283 | CashBOYAmt |
| Cash EOY | $17,283 | CashEOYAmt |
| Cash EOYFMV | $17,283 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,999 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,307 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,307 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $7,564 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $7,564 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $7,564 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $7,564 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $98,018 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,634 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,064 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,500 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,399 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,376 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $42,170 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,912 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,388 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $187,534 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,099 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $88,982 | 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 | $187,534 | RetainedEarningBOYAmt |
| Retained Earning EOY | $88,099 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $187,534 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $88,099 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $187,534 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $88,099 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $187,534 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$99,435 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $88,099 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $88,099 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABERDEEN EMERG MRKTS-569.03 SHS | P | 2015-09-25 | 2016-08-24 | $7,716 | $6,504 | $1,212 | $1,212 |
| ABERDEEN GLOBAL HIGH INC FD-21.65 SHS | P | 2015-06-26 | 2016-08-24 | $181 | $197 | -$16 | -$16 |
| ABERDEEN GLOBAL HIGH INC FD-143.74 SHS | P | 2015-06-26 | 2016-12-22 | $1,196 | $1,303 | -$107 | -$107 |
| AQR MANAGED FUTURES STR-651.79 SHS | P | 2016-06-29 | 2016-08-24 | $6,700 | $7,000 | -$300 | -$300 |
| ARBITRAGE FD CL 1-159.92 SHS | P | 2015-06-26 | 2016-08-24 | $2,105 | $2,101 | $4 | $4 |
| ASG GLOBAL ALTERNATIVES-346.38 SHS | P | 2015-06-29 | 2016-08-24 | $3,398 | $3,956 | -$558 | -$558 |
| ASG GLOBAL ALTERNATIVES-92.64 SHS | P | 2015-06-29 | 2016-10-28 | $910 | $1,044 | -$134 | -$134 |
| ASHMORE EMERG MRKTS CR DB-97.19 SHS | P | 2015-06-26 | 2016-08-24 | $787 | $850 | -$63 | -$63 |
| BOSTON P LNG/SHRT RES-152.08 SHS | P | 2015-06-26 | 2016-08-24 | $2,315 | $2,385 | -$70 | -$70 |
| BROOKFIELD GL LISTED RE-76.39 SHS | P | 2015-11-09 | 2016-08-24 | $1,079 | $963 | $116 | $116 |
| DRIEHAUS ACTIVE INCOME FD-19.81 SHS | P | 2015-06-26 | 2016-08-24 | $199 | $206 | -$7 | -$7 |
| E-TRACS ALERIAN MLP INFRASTRUCTURE-36 SHS | P | 2015-06-12 | 2016-08-26 | $1,007 | $1,326 | -$319 | -$319 |
| EATON VANCE FLOATING RATE FD-198.05 SHS | P | 2015-06-26 | 2016-08-24 | $1,733 | $1,773 | -$40 | -$40 |
| FID ADV EMERG MRKTS INC FD-142.51 SHS | P | 2015-06-26 | 2016-08-24 | $2,005 | $1,876 | $129 | $129 |
| FPA NEW INCOME FD-146.65 SHS | P | 2015-06-26 | 2016-08-24 | $1,472 | $1,487 | -$15 | -$15 |
| ISHARES CORE S&P 500 ETF-80 SHS | P | 2015-06-12 | 2016-08-26 | $17,631 | $16,973 | $658 | $658 |
| ISHARES CORE S&P MID CAP ETF-66 SHS | P | 2015-06-12 | 2016-08-26 | $10,376 | $10,118 | $258 | $258 |
| ISHARES CORE S&P SMALL CAP ETF-56 SHS | P | 2015-06-12 | 2016-08-26 | $6,961 | $6,680 | $281 | $281 |
| ISHARES RUSSELL 1000 VALUE ETF-59 SHS | P | 2015-06-12 | 2016-08-26 | $6,292 | $6,213 | $79 | $79 |
| JOHCM INTERNAT'L SEL-384.76 SHS | P | 2015-06-26 | 2016-08-24 | $7,634 | $7,953 | -$319 | -$319 |
| LOOMIS SAYLES BOND FD-55.47 SHS | P | 2015-06-29 | 2016-08-24 | $778 | $795 | -$17 | -$17 |
| LOOMIS SAYLES BOND FD-14.27 SHS | P | 2015-06-29 | 2016-12-22 | $194 | $205 | -$11 | -$11 |
| MONDRIAN INTERNAT'L EQUITY FD-443.52 SHS | P | 2015-09-30 | 2016-08-24 | $6,160 | $5,903 | $257 | $257 |
| MORGAN STANLEY INS FR EMG-159.04 SHS | P | 2015-06-29 | 2016-08-24 | $2,807 | $3,039 | -$232 | -$232 |
| VANGUARD REIT VIPER-93 SHS | P | 2015-06-12 | 2016-08-26 | $8,290 | $7,187 | $1,103 | $1,103 |
| CAPITAL GAINS DIVIDENDS | P | $111 | $111 | $111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,000 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $18,600 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $175,876 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.105756 | DistributionYr1Rt |
| Total Distribution | 0.105756 | TotalDistributionRt |
| Average Distribution | 0.105756 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $131,761 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,935 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $26 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,961 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $102,000 | 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 | $26 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $26 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6026724756 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7269 EAST MANZANITA DRIVE | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85258 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFERY P PINO DECEASED 2516 | ||||||||
| C/O GREG ASLINGER PO BOX 779 | COLLEYVILLE | TX | 76034 | PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| STACIE HARRISON | ||||||||
| 4450 W EARHART WAY | CHANDLER | AZ | 85226 | OFFICER & DIRECTOR | 0.00 | $0 | $0 | $0 |
| AMEDEO R PINO | ||||||||
| 1781 LAUREL LANE | SIERRA VISTA | AZ | 85635 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CYNTHIA M PINO | ||||||||
| 3805 E GLACIER PLACE | CHANDLER | AZ | 85249 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHELE M PINO | ||||||||
| 7269 E MANZANITA DRIVE | SCOTTSDALE | AZ | 85258 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| RICHARD T PINO | ||||||||
| 1007 EXETER DRIVE | SIERRA VISTA | AZ | 85635 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $100,768 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,436 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,564 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $133,768 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $133,768 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,007 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $131,761 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,588 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,588 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26 | TotalTaxAmt |
| Distributable Before Adj | $6,562 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,562 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,562 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $102,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $26 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $101,974 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,562 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $11,998 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,998 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,562 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $95,438 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $107,436 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $107,436 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $11,998 | ExcessFromYear1Amt |
| Excess From Current Year | $95,438 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MS MICHELE PINO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7269 E MANZANITA DR | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85258 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6026724756 | RecipientPhoneNum |
| Recipient Email Address | MPINO@LANDADVISOS.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | INFORMAL WRITTEN REQUESTS WITH DESCRIPTION OF NEED, AMOUNT OF FUNDS REQUESTED AND EXPECTED RESULT IF THE GRANT IS APPROVED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| URBAN LAND INSTITUTE ARIZONA | |||||||
| 5090 N 40TH STREET STE 210 | PHOENIX | AZ | 85018 | NONE | PUBLIC CHARITY | SUPPORT OPERATIONS | $1,000 |
| UNIVERSITY OF ARIZONA | |||||||
| 1111 NORTH CHERRY AVE | TUCSON | AZ | 85721 | NONE | PUBLIC CHARITY | SUPPORT OPERATIONS | $100,000 |
| LEST WE FORGET -NATIONAL MILITARY FAMILY ASSOCIATION | |||||||
| 3601 EISENHOWER AVE STE 425 | ALEXANDRIA | VA | 22304 | NONE | PUBLIC CHARITY | SUPPORT OPERATIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,000 | 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 | 18 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,106 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $111 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,889 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,220 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,889 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,109 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | SECURITIES WERE SOLD TO GENERATE FUNDS AVAILABLE FOR THE CONTRIBUTIONS, GIFTS AND GRANTS PAID DURING THE YEAR | RelationshipStatementTxt |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $5,399 | EOYBookValueAmt |
| EOYFMV | $5,376 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $34,634 | EOYBookValueAmt |
| EOYFMV | $36,064 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER | AT COST | $9,217 | $9,120 |
| REAL ESTATE | AT COST | $7,695 | $7,268 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $1,544 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,544 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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