CAROLINE LOTT JESSEN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CAROLINE LOTT JESSEN FOUNDATION (EIN 20-2056562)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-22
- IRS object ID
- 201711739349100001
- 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
- Schedule B
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-22T08:22:41-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Frost PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 680 W 8th Street | AddressLine1Txt |
| City | Yuma | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 853642937 | 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 | 202056562 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLINE LOTT JESSEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 9288191559 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 770 SOUTH POST OAK LANE SUITE 460 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JON JESSEN | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Signature | 2017-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIM TERKELSEN | PreparerPersonNm |
| PTIN | P00305230 | PTIN |
| Phone | 9287829831 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $804,728 | 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 | $375,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $162 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $162 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $162 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,006 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,006 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,006 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,025 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,709 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,036 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,036 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $102 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $381,295 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,204 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,204 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,040 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2,430 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $47 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $4,517 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,324 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,324 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $80,841 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,324 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $300,454 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,204 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,204 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $385,162 | CashBOYAmt |
| Cash EOY | $680,140 | CashEOYAmt |
| Cash EOYFMV | $680,154 | CashEOYFMVAmt |
| Other Investments BOY | $94,774 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $100,746 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $124,574 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $479,936 | TotalAssetsBOYAmt |
| Total Assets EOY | $780,886 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $804,728 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $60 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $124 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $60 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $124 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $479,876 | CapitalStockBOYAmt |
| Capital Stock EOY | $780,762 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $479,876 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $780,762 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $479,936 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $780,886 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $479,876 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $300,454 | ExcessRevenueOverExpensesAmt |
| Other Increases | $556 | OtherIncreasesAmt |
| Subtotal | $780,886 | SubtotalAmt |
| Other Decreases | $124 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $780,762 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO-LONG TERM | P | 2016-01-01 | 2016-01-01 | $22,304 | $19,268 | $3,036 | $3,036 |
| WELLS FARGO-SHORT TERM | P | 2016-01-01 | 2016-01-01 | $10,405 | $10,416 | -$11 | -$11 |
| Wash Sale | $11 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,036 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,036 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $134,547 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $588,075 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.22879 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $229,207 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $321,790 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.71229 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $290,596 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $441,805 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.65775 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $86,447 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $517,562 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.16703 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $275,742 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $701,330 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.39317 | DistributionYr5Rt |
| Total Distribution | 2.159024 | TotalDistributionRt |
| Average Distribution | 0.431805 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $486,567 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $210,102 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $62 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $210,164 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $76,324 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $124 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $124 | SubtotalAmt |
| Tax Based On Investment Income | $124 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $124 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOWAN COMPANY - R SUCIU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9288191559 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 S MAIN STREET | AddressLine1Txt |
| City | YUMA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85364 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| CAROLINE LOTT JESSEN | ||||||
| 370 S MAIN STREET | YUMA | AZ | 85364 | President | 4.00 | $0 |
| JON JESSEN | ||||||
| 370 S MAIN STREET | YUMA | AZ | 85364 | Vice President | 2.00 | $0 |
| DIRK JESSEN | ||||||
| 370 S MAIN STREET | YUMA | AZ | 85364 | Secretary | 1.00 | $0 |
| DR GOWAN JESSEN DECKEY | ||||||
| 370 S MAIN STREET | YUMA | AZ | 85364 | Treasurer | 1.00 | $0 |
| MARK C JESSEN | ||||||
| 370 S MAIN STREET | YUMA | AZ | 85365 | ASST SECRETARY | 1.00 | $0 |
| JULI JESSEN | ||||||
| 370 S MAIN STREET | YUMA | AZ | 85364 | ASST TREASURER | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $122,239 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $371,738 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $493,977 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $493,977 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,410 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $486,567 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,328 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,328 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $124 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $124 | TotalTaxAmt |
| Distributable Before Adj | $24,204 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $24,204 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $24,204 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,324 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $76,324 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $76,324 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,204 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $240,761 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $60,633 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $268,624 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $213,219 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $105,203 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $888,440 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $76,324 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,204 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $52,120 | RemainingDistriFromCorpusAmt |
| Total Corpus | $940,560 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $240,761 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $699,799 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $60,633 | ExcessFromYear4Amt |
| Excess From Year3 | $268,624 | ExcessFromYear3Amt |
| Excess From Year2 | $213,219 | ExcessFromYear2Amt |
| Excess From Year1 | $105,203 | ExcessFromYear1Amt |
| Excess From Current Year | $52,120 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROLINE LOTT JESSEN | ContributingManagerNm |
| Contributing Manager | JON JESSEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 S MAIN STREET | AddressLine1Txt |
| City | YUMA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85364 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | SOLICITATIONS OF CHARITABLE NEEDS INCLUDING INTRODUCTORY LETTER OF QUALIFIED ORGANIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION IS ORGANIZED AND WILL BE OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, EDUCATIONAL, SCIENTIFIC, AND LITERARY PURPOSES TO PROVIDE OPPORTUNITY FOR THE UNFORTUNATE AND TO IMPROVE THE QUALITY OF LIFE IN THE YUMA, ARIZONA COMMUNITY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CRANE SCHOOL DISTRICT-GAP PROGRAM | |||||||
| 4250 W 16TH STREET | YUMA | AZ | 85364 | N/A | 501C-3 | EDUCATIONAL | $46,249 |
| YUMA COMMUNITY FOOD BANK | |||||||
| 2404 E 24TH STREET | YUMA | AZ | 85365 | N/A | 501C-3 | CHARITABLE | $1,000 |
| U OF A HONORS COLLEGE | |||||||
| 1027 EAST SECOND STREET | TUCSON | AZ | 85721 | N/A | 501C-3 | CHARITABLE | $1,000 |
| UNIV OF AZ FOUNDATION | |||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | N/A | 501C-3 | CHARITABLE | $15,000 |
| YUMA ART SYMPOSIUM | |||||||
| 78 WEST 2ND STREET | YUMA | AZ | 85364 | N/A | 501C-3 | CHARITABLE | $375 |
| KAWC | |||||||
| 2020 S AVENUE 8E | YUMA | AZ | 85366 | N/A | 501C-3 | CHARITABLE | $5,000 |
| PLANNED PARENTHOOD | |||||||
| 1455 W 16TH ST | YUMA | AZ | 85364 | N/A | 501C-3 | CHARITABLE | $1,000 |
| HOSPICE OF YUMA | |||||||
| 1824 South Eigth Avenue | Yuma | AZ | 85364 | N/A | 501C-3 | Charitable | $1,000 |
| YUMA COUNTY HISTORICAL SOCIETY | |||||||
| 240 Madison Avenue | Yuma | AZ | 85364 | N/A | 501C-3 | Charitable | $700 |
| CHILDREN'S MUSEUM OF YUMA COUNTY | |||||||
| PO Box 398 | Yuma | AZ | 85366 | N/A | 501C-3 | Charitable | $1,000 |
| U OF A SARVER HEART CENTER | |||||||
| 111 North Cherry Lane | Tucson | AZ | 85721 | N/A | 501C-3 | Charitable | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,324 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $162 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,006 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $102 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,025 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,295 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,295 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gowan Company | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 S MAIN STREET | AddressLine1Txt |
| City | YUMA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85364 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $375,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,040 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income tax expense | Desc |
| Amt | $124 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $102 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Wash Sale Disallowed | Desc |
| Amt | $15 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAXES PAYABLE | Desc |
| BOY Book Value | $60 | BOYBookValueAmt |
| EOY Book Value | $124 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional fees | CategoryTxt |
| Amt | $2,430 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $47 | Amt |
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