RONEY FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RONEY FAMILY FOUNDATION (EIN 26-2884937)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201723189349102067
- 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
- Contractor Compensation Expln
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T12:28:29-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tull Forsberg & Olson PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5225 N Central Ave Suite 220 | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85012 | 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 | 262884937 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RONE | BusinessNameControlTxt |
| Phone | 6023159570 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4485 E ENCINAS AVE | AddressLine1Txt |
| City | GILBERT | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85234 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY RONEY | PersonNm |
| Person Title | PRES SECY | PersonTitleTxt |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNN C OLSON | PreparerPersonNm |
| PTIN | P00154155 | PTIN |
| Phone | 6022775447 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,573,361 | 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 |
| Interest On Sav Rev And Expnss | $64 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $64 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $64 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $8,836 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,836 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,836 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $119,872 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $119,872 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $119,872 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $43,121 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $43,121 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $43,121 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $171,893 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $171,893 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $52,021 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $57,908 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $57,908 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $57,908 | LegalFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $4,904 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $583 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $583 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $583 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $63,395 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,491 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $58,491 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $94,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $94,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $157,645 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,491 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $58,491 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $94,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,248 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,402 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $175,960 | CashBOYAmt |
| Cash EOY | $379,253 | CashEOYAmt |
| Cash EOYFMV | $357,815 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $192,854 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $192,951 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $192,951 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $1,461,921 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $1,461,921 | RcvblFromOfficersEOYFMVAmt |
| Other Investments BOY | $322,551 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $357,078 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $357,078 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,863,846 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,203,596 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,203,596 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,555,211 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,594,799 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,573,361 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $340 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $340 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,554,871 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,594,799 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,554,871 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,594,799 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,555,211 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,594,799 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,554,871 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,248 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25,724 | OtherIncreasesAmt |
| Subtotal | $3,594,843 | SubtotalAmt |
| Other Decreases | $44 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,594,799 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FITZGERALD FAMILY LMTD PARTNERSHIP INT | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2008-01-01 | AcquiredDt |
| Sold | 2016-01-01 | SoldDt |
| Gross Sales Price | $119,872 | GrossSalesPriceAmt |
| Gain Or Loss | $119,872 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $119,872 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $119,872 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $105,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,797,683 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05846 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $106,955 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,985,333 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05387 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $139,333 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,851,706 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07525 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $119,190 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,716,393 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06944 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $137,578 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,597,177 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.08614 | DistributionYr5Rt |
| Total Distribution | 0.343163 | TotalDistributionRt |
| Average Distribution | 0.068633 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,589,935 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $246,388 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,134 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $247,522 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $94,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,268 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,268 | SubtotalAmt |
| Tax Based On Investment Income | $2,268 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $650 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,450 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $46 | EsPenaltyAmt |
| Tax Due | $864 | 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 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY RONEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6023159570 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4485 E ENCINAS AVE | AddressLine1Txt |
| City | GILBERT | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85234 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARY T RONEY | ||||||
| 4485 E ENCINAS AVE | GILBERT | AZ | 85234 | PRES SECY | 2.00 | $0 |
| CHELSEA RONEY | ||||||
| 4485 E ENCINAS AVE | GILBERT | AZ | 85234 | Director | 2.00 | $0 |
| MARY K RONEY | ||||||
| 4485 E ENCINAS AVE | GILBRET | AZ | 85234 | Director | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNELL WILMER LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 E VAN BUREN STREET STE 1900 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 850042202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL | ServiceTypeTxt |
| Compensation | $57,908 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDE GRANTS TO CHARITABLE ORGANIZATIONS FOR RELIGIOUS, SCIENTIFIC, AND/OR EDUCATIONAL PURPOSES. | Description1Txt |
| Expenses1 | $94,250 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $400,506 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $578,581 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,665,517 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,644,604 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,644,604 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,669 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,589,935 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $179,497 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $179,497 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,268 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,268 | TotalTaxAmt |
| Distributable Before Adj | $177,229 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $177,229 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $177,229 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $94,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $94,250 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $94,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $177,229 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $6,506 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $37,990 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $52,082 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,139 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,560 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $130,277 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $94,250 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $94,250 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $82,979 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $82,979 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $47,298 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $47,298 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $13,599 | ExcessFromYear3Amt |
| Excess From Year2 | $12,139 | ExcessFromYear2Amt |
| Excess From Year1 | $21,560 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ST MARY'S FOOD BANK | |||||||||||
| 2831 N 31ST AVENUE | PHOENIX | AZ | 85009 | NONE | GENERAL PROGRAM SUPPORT | $1,000 | |||||
| BROPHY COLLEGE PREP | |||||||||||
| 4701 N CENTRAL AVENUE | PHOENIX | AZ | 85012 | NONE | GENERAL PROGRAM SUPPORT | $8,250 | |||||
| INTREPID FALLEN HEROS FUND | |||||||||||
| ONE INTREPID SQUARE | NEW YORK | NY | 10036 | NONE | GENERAL PROGRAM SUPPORT | $3,000 | |||||
| MIDWEST SHELTER FOR HOMELESS VETERA | |||||||||||
| 119 N WEST STREET | WHEATON | IL | 60187 | NONE | GENERAL PROGRAM SUPPORT | $2,000 | |||||
| WOUNDED WARRIOR PROJECT | |||||||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | NONE | GENERAL PROGRAM SUPPORT | $1,000 | |||||
| LOYOLA ACADEMY | |||||||||||
| 4701 N CENTRAL AVE | PHOENIX | AZ | 85012 | NONE | GENERAL PROGRAM SUPPORT | $10,000 | |||||
| INTERNATIONAL RESCUE COMMITTEE | |||||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | GENERAL PROGRAM SUPPORT | $2,000 | |||||
| NATIONAL MILL DOG RESCUE | |||||||||||
| PO BOX 88468 | COLORADO SPRINGS | CO | 80908 | NONE | GENERAL PROGRAM SUPPORT | $6,000 | |||||
| OAKTON HIGH SCHOOL | |||||||||||
| 2900 SUTTON RD | VIENNA | VA | 22181 | NONE | GENERAL PROGRAM SUPPORT | $2,250 | |||||
| ROLLING HILLS DOG FARM | |||||||||||
| PO BOX 150 | LANCASTER | NH | 03584 | NONE | GENERAL PROGRAM SUPPORT | $4,000 | |||||
| GRIZZLY AND WOLF SANCTUARY | |||||||||||
| 201 S CANYON ST | WEST YELLOWSTONE | MT | 59758 | NONE | GENERAL PROGRAM SUPPORT | $2,000 | |||||
| OPERATION SMILE | |||||||||||
| 3641 FACULTY BLVD | VIRGINA BEACH | VA | 23453 | GENERAL PROGRAM SUPPORT | $2,000 | ||||||
| WAR DOGS MAKING IT HAPPEN | |||||||||||
| 2149 WEST BELMONT | CHICAGO | IL | 60618 | NONE | GENERAL PROGRAM SUPPORT | $2,000 | |||||
| BEST BUDDIES OAKTON | |||||||||||
| 131 EAST BROAD STREET SUITE 205 | FALLS CHURCH | VA | 22046 | NONE | GENERAL PROGRAM SUPPORT | $750 | |||||
| BAT WORLD SANCTUARY | |||||||||||
| 299 HIGH POINT ROAD | WEATHERFORD | TX | 76088 | NONE | GENERAL PROGRAM SUPPORT | $2,500 | |||||
| AZ WALL PROJECT | |||||||||||
| 1709 E PECOS ROAD STE 344 | GILBERT | AZ | 85295 | NONE | GENERAL PROGRAM SUPPORT | $20,000 | |||||
| KINDNESS RANCH ANIMAL RESCUE | |||||||||||
| 854 STATE HIGHWAY 270 | HARTVILLE | WY | 82215 | NONE | GENERAL PROGRAM SUPPORT | $2,500 | |||||
| MAINLY RAT RESCUE | |||||||||||
| 28 STATE HOUS STATION | AUGUSTA | ME | 04333 | NONE | GENERAL PROGRAM SUPPORT | $5,000 | |||||
| PCH BARROWS | |||||||||||
| 1919 E THOMAS ROAD | PHOENIX | AZ | 85016 | NONE | GENERAL PROGRAM SUPPORT | $10,000 | |||||
| THE WATER PROJECT | |||||||||||
| 17 DEPOT STREET 2ND FLOOR | CONCORD | NH | 03301 | NONE | GENERAL PROGRAM SUPPORT | $2,000 | |||||
| TU NIDITO | |||||||||||
| 3922 N MOUNTAIN AVENUE | TUCSON | AZ | 85719 | NONE | GENERAL PROGRAM SUPPORT | $1,000 | |||||
| UNDER THE SAME SUN | |||||||||||
| NONE | GENERAL PROGRAM SUPPORT | $5,000 | 15127 100TH AVENUE | SURREY | BRITISH COLUMBIA | CA | V3R ON9 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $94,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,836 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $43,121 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $119,872 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $171,893 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $171,893 | 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 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNELL WILMER LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | LEGAL EXPENSES | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SNELL WILMER LLP | CategoryTxt |
| Legal Fees | $57,908 | LegalFeesAmt |
| Net Investment Income | $57,908 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $57,908 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTE RECEIVABLE | Desc |
| BOY Book Value | $2,863,846 | BOYBookValueAmt |
| EOY Book Value | $1,203,596 | EOYBookValueAmt |
| EOYFMV | $1,203,596 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX PENALTIES | Desc |
| Amt | $44 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BANK FEES | $115 | $115 | $115 |
| OFFICE EXPENSE | $15 | $15 | $15 |
| OTHER EXPENSE | $453 | $453 | $453 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $43,121 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $43,121 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $43,121 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 2015 DUE TAX PAYMENT EXCISE TAX ON INV I | $4,104 |
| 2016 EST TAX PAYMENT EXCISE TAX ON INV I | $800 |