ALLYN FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ALLYN FAMILY FOUNDATION (EIN 86-6296683)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-13
- IRS object ID
- 201722569349100032
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-13T17:02:14-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHRYN A BRADLEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14301 NORTH 87TH STREET SUITE 208 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | 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 | 866296683 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLYN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLY | BusinessNameControlTxt |
| Phone | 4809487745 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14301 N 87TH STREET | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY LOUISE SUNDERLAND | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4809487745 | PhoneNum |
| Signature | 2017-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHRYN A BRADLEY | PreparerPersonNm |
| Phone | 4805843517 | PhoneNum |
| Preparation | 2017-09-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.178.204.246 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-09-13 | IPDt |
| IP Tm | 17:02:06 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 24835B5E89E69ECA3DB8CFC546AAEE3A1E50BC9A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 11BD196C7FB10421A0CCAFF644D4BC8F95673D87 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,124,475 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $30,185 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,185 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$627 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $29,558 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,185 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,737 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $750 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $907 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $4,399 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,194 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,195 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $849 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $328 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $614 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $614 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,599 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,272 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,716 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,599 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,272 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,716 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,041 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,913 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,450 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,089 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,089 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $499,034 | CorporateStockBOYAmt |
| Corporate Stock EOY | $499,976 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,051,486 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $95,201 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $44,576 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $43,888 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $9 | OtherAssetsBOYAmt |
| Other Assets EOY | $12 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $608,694 | TotalAssetsBOYAmt |
| Total Assets EOY | $573,653 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,124,475 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $577,184 | CapitalStockBOYAmt |
| Capital Stock EOY | $577,184 | CapitalStockEOYAmt |
| Retained Earning BOY | $31,510 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$3,531 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $608,694 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $573,653 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $608,694 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $573,653 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $608,694 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,041 | ExcessRevenueOverExpensesAmt |
| Subtotal | $573,653 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $573,653 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| .15 SHARES OF MFC REAL ESTATE SELECT SECT SPDR | D | 2016-09-19 | 2016-09-19 | $5 | $0 | $5 | $0 | $0 | $0 | $0 | $0 |
| 50000 SHARES OF CITIGROUP INC 5.3% | P | 2006-01-19 | 2016-01-07 | $50,000 | $0 | $50,627 | -$627 | $0 | $0 | $0 | -$627 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$627 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $62,019 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,123,331 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055210 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $62,306 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,153,734 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054004 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $57,445 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,055,105 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054445 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $43,970 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $959,393 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045831 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $54,294 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $967,220 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056134 | DistributionYr5Rt |
| Total Distribution | 0.265624 | TotalDistributionRt |
| Average Distribution | 0.053125 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,085,076 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,645 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $269 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $57,914 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $60,716 | 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 | $269 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $269 | SubtotalAmt |
| Tax Based On Investment Income | $269 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $521 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $160 | AppliedToEsTaxAmt |
| Total Payments And Credits | $681 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$681 | OriginalReturnOverpaymentAmt |
| Overpayment | $412 | OverpaymentAmt |
| Applied To ES Tax | $272 | AppliedToESTaxAmt |
| Refund | $140 | RefundAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | 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 | www.allynfamily.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kathryn A Bradley PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4805843517 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14301 N 87th St Suite 208 | AddressLine1Txt |
| City | Scottsdale | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852603692 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| MARY LOUISE SUNDERLAND | ||||||||
| 5434 E Lincoln Dr 63 | Paradise Valley | AZ | 85263 | Trustee | 1.00 | $0 | $0 | $0 |
| LOUISE A SUNDERLAND | ||||||||
| 2226 Chestnut | Wilmette | IL | 60091 | Trustee | 1.00 | $0 | $0 | $0 |
| ANNE R SUNDERLAND | ||||||||
| 2449 W Dry Canyon Place | Oro Valley | AZ | 85742 | Trustee | 1.00 | $0 | $0 | $0 |
| MARY C SUNDERLAND | ||||||||
| 11 Maple Road | Chatham | NJ | 07928 | Trustee | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,044,188 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,412 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,101,600 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,101,600 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,524 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,085,076 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,254 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,254 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $269 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $269 | TotalTaxAmt |
| Distributable Before Adj | $53,985 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $53,985 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $53,985 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,716 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $60,716 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $269 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $60,447 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,985 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $53,483 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $53,483 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $60,716 | QualifyingDistributionsAmt |
| Applied To Current Year | $502 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,214 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $53,483 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $53,483 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $60,214 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $60,214 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $60,214 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALLYN FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14301 N 87TH STREET SUITE 208 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4805843517 | RecipientPhoneNum |
| Form And Info And Materials | SEE DETAILS IN WEBSITE, WWW.ALLYNFAMILY.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 30 OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO $5,000 AND PRIORITY WILL BE GIVEN TO GRANTS FROM MARICOPA COUNTY, AZ, COOK COUNTY, IL AND MORRIS COUNTY, NJ. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF TUCSON | ||||||
| 3155 E GRANT RD | TUCSON | AZ | 85716 | PUBLIC | Children | $2,000 |
| COLUMBIA UNIVERSITY | ||||||
| W 116th Broadway | New York | NY | 10027 | PUBLIC | Educational | $1,000 |
| CRISIS NURSERY | ||||||
| 2334 E Polk Streeet | Phoenix | AZ | 85006 | PUBLIC | Children | $2,000 |
| PLANNED PARENTHOOD OF CHICAGO | ||||||
| 1200 N LASALLE STREET | CHICAGO | IL | 60610 | PUBLIC | WOMEN'S HEALTH | $1,000 |
| GILL STBERNARD'S SCHOOL | ||||||
| St Bernards Road Box 604 | Gladstone | NJ | 07934 | PUBLIC | Educational | $1,000 |
| ARIZONA HUMANE SOCIETY | ||||||
| 1521 W DOBBINS ROAD | PHOENIX | AZ | 85041 | PUBLIC | Animal Services | $500 |
| KUAZ FMAM | ||||||
| 1423 E University Blvd | Tucson | AZ | 85721 | PUBLIC | Public Broadcasting | $5,000 |
| LITERATURE FOR US ALL | ||||||
| 2010 Dewey Avenue | Evanston | IL | 60201 | PUBLIC | Educational | $1,000 |
| NORTHLIGHT THEATER | ||||||
| 9501 N Skokie Blvd | Skokie | IL | 60076 | PUBLIC | Fine Arts | $1,000 |
| NORTHWESTERN UNIVERSITY | ||||||
| 633 Clark St | Evanston | IL | 60076 | PUBLIC | Educational | $1,000 |
| PLANNED PARENTHOOD | ||||||
| 434 West 33rd Street | New York | NY | 10001 | PUBLIC | MedicalEducational | $2,000 |
| ROSIE'S HOUSE | ||||||
| 527 W Pima | Phoenix | AZ | 85003 | PUBLIC | Fine Arts/Children | $1,500 |
| STANFORD UNIVERSITY | ||||||
| 559 Nathan Abbott Way | Palo Alto | CA | 94305 | PUBLIC | Educational | $1,000 |
| FAMILY PROMISES OF MORRIS COUNTY | ||||||
| PO Box 1494 | Morristown | NJ | 07962 | PUBLIC | Homeless | $500 |
| CORNERSTONE CHURCH OF TUCSON | ||||||
| 7620 N HARTMAN 100 | TUCSON | AZ | 85743 | PUBLIC | RELIGIOUS | $2,500 |
| The Primavera Foundation | ||||||
| 702 South 6th Ave | Tucson | AZ | 85701 | PUBLIC | CommunityOutreach | $1,000 |
| Vassar College | ||||||
| 124 Raymond Ave | Poughkeepsie | NY | 12601 | PUBLIC | Educational | $1,000 |
| Windsor School | ||||||
| Pilgrim Road | Boston | MA | 02215 | PUBLIC | Educational | $1,000 |
| YWCA Evanston | ||||||
| 1000 Grove St | Evanston | IL | 60201 | PUBLIC | CommunityServices | $1,000 |
| Youth Organization Umbrella Inc | ||||||
| 1027 Sherman Avenue | Evanston | IL | 60202 | PUBLIC | YouthOutreach | $1,000 |
| Florence Crittendon | ||||||
| 715 W Mariposa | Phoenix | AZ | 85013 | PUBLIC | At RiskYoung Women | $2,000 |
| ARIZONA CHILDREN'S ASSOCIATION | ||||||
| 2700 S 8TH AVE | TUCSON | AZ | 85713 | PUBLIC | Children | $1,000 |
| HOMELESS SOLUTIONS | ||||||
| 6 DUMONT PLACE 3RD FLOOR | MORRISTOWN | NJ | 07960 | PUBLIC | HOMELESS | $2,500 |
| MRS WILSON'S HALFWAY HOUSE | ||||||
| PO BOX 9175 | MORRISTOWN | NJ | 07963 | PUBLIC | ADDICTEDWOMEN | $2,500 |
| TU NIDITO | ||||||
| 3922 N MOUNTAIN AVE | TUCSON | AZ | 85719 | PUBLIC | CHILDREN | $1,000 |
| ASSISTANCE LEAGUE OF PHOENIX | ||||||
| 7044 N 7TH ST | PHOENIX | AZ | 85020 | PUBLIC | COMMUNITYOUTREACH | $2,000 |
| YOUTH ON THEIR OWN | ||||||
| 1660 N ALVERNON WAY | TUCSON | AZ | 85712 | PUBLIC | CHILDREN | $1,000 |
| ORCHARD VILLAGE | ||||||
| 7670 MARMORA AVE | SKOKIE | IL | 60077 | PUBLIC | CHALLENGEDDEVELOPMENTALLYSUPPORT | $5,000 |
| PIMA COUNCIL ON AGING | ||||||
| 8467 E BROADWAY | TUCSON | AZ | 85710 | PUBLIC | ELDERLY SERVICES | $1,000 |
| CHILDREN ON THE GREEN | ||||||
| 50 S PARK PL | MORRISTOWN | NJ | 07960 | PUBLIC | EDUCATION | $500 |
| REGINA DOMINICAN HIGH SCHOOL | ||||||
| 701 LOCUST RD | WILMETTE | IL | 60091 | PUBLIC | EDUCATION | $2,000 |
| LITERACY CONNECTS | ||||||
| 200 E YAVAPAI | TUCSON | AZ | 85705 | PUBLIC | LITERACY | $2,000 |
| PLANNED PARENTHOOD OF TUCSON | ||||||
| 2255 N WYATT DR | TUCSON | AZ | 85712 | PUBLIC | WOMEN'S HEALTH | $1,000 |
| BALLET ARIZONA | ||||||
| 2835 E WASHINGTON STREET | PHOENIX | AZ | 85034 | PUBLIC | FINE ARTS | $1,000 |
| DEPAUW UNIVERSITY | ||||||
| PO BOX 37 | GREENCASTLE | IN | 46135 | PUBLIC | EDUCATIONAL | $1,000 |
| FAMILY PROMISE OF CHICAGO | ||||||
| 1417 HINMAN AVENUE | EVANSTON | IL | 60201 | PUBLIC | HOMELESS | $1,000 |
| MORRIS COUNTY VITA PROGRAM | ||||||
| 30 E HANOVER AVE | WHIPPANY | NJ | 07981 | PUBLIC | ELDERLYOUTREACH | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,185 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $30,185 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,185 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES INTERMEDIATE CREDIT | $16,599 | $16,229 |
| ISHARES TR BARCLAYS 1-3 YR CREDIT | $15,849 | $15,741 |
| VANGUARD BD INDEX | $12,128 | $11,918 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLSTATE | $6,422 | $14,824 |
| AMERICAN EXPRESS | $777 | $29,632 |
| CISCO SYSTEMS | $1,333 | $30,220 |
| COMCAST | $16,710 | $55,240 |
| EMERSON ELECTRIC | $2,638 | $19,513 |
| EXXON MOBIL | $1,032 | $48,289 |
| GENERAL ELECTRIC | $3,167 | $30,020 |
| INTEL CORPORATION | $3,521 | $31,555 |
| JOHNSON & JOHNSON | $8,913 | $46,084 |
| MERCK & CO | $8,036 | $26,492 |
| MFC REAL ESTATE SELECT SECT SPD | $4,439 | $4,274 |
| MFC SELECT SECTOR SPDR TR FINANCIAL | $13,627 | $23,250 |
| MICROSOFT | $2,696 | $66,801 |
| NATIONAL OILWELL VARCO COM STK | $12,831 | $7,488 |
| NIKE INC | $9,740 | $10,166 |
| PEPSICO INC | $3,246 | $26,158 |
| PFIZER | $5,255 | $9,744 |
| PROCTOR & GAMBLE | $1,122 | $37,836 |
| SPDR DJ WILSHIRE INTERNATIONAL | $11,751 | $10,824 |
| STARBUCKS CORP | $7,967 | $11,104 |
| UNITED TECHNOLOGIES | $7,846 | $21,924 |
| VANGUARD EUROPE PACIFIC | $161,111 | $159,497 |
| VANGUARD INFORMATION TECHNOLOGY | $19,784 | $33,413 |
| VANGUARD MIDCAP VIPER | $59,279 | $100,039 |
| VANGUARD REIT VIPER | $34,169 | $46,217 |
| VANGUARD SMALL CAP VIPER | $73,401 | $124,446 |
| VERIZON COMMUNICATIONS | $10,251 | $16,014 |
| WALT DISNEY CO | $8,912 | $10,422 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KATHRYN A. BRADLEY, P.C. LEGAL/TAX PREP | CategoryTxt |
| Legal Fees | $1,737 | LegalFeesAmt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $907 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $9 | BOYBookValueAmt |
| EOY Book Value | $12 | EOYBookValueAmt |
| EOYFMV | $12 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $9 | BOYBookValueAmt |
| EOY Book Value | $12 | EOYBookValueAmt |
| EOYFMV | $12 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $9 | BOYBookValueAmt |
| EOY Book Value | $12 | EOYBookValueAmt |
| EOYFMV | $12 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECRETARIAL | Desc |
| Revenue And Expenses Per Books | $614 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $614 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LOSS | Desc |
| Revenue And Expenses Per Books | -$627 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Northern Trust Investment advisory | CategoryTxt |
| Amt | $4,399 | Amt |
| Net Investment Income | $2,194 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,195 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $328 | $328 |
| FEDERAL ESTIMATED TX PAYMENTS | $521 |
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