RONEY FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RONEY FAMILY FOUNDATION (EIN 26-2884937)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201613199349102536
- Schema version
- 2015v2.0
- 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
- Accounting Fees Schedule
- Contractor Compensation Expln
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T14:43:04-08:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 1928 E HIGHLAND AVE F104-618 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY RONEY | PersonNm |
| Person Title | PRES SECY | PersonTitleTxt |
| Signature | 2016-11-14 | 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 | 2015 | 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 | $3,555,211 | 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 | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $19 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $10,330 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,330 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $10,330 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $198,453 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,863,846 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $198,453 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $224,985 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $224,985 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $224,985 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $433,787 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $433,787 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $235,334 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $111,324 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $111,324 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $111,324 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $4,700 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $2,917 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $540 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $540 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $540 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $119,481 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $116,564 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $116,564 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $105,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $105,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $224,581 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $116,564 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $116,564 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $209,206 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $317,223 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $118,770 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $167,309 | CashBOYAmt |
| Cash EOY | $175,960 | CashEOYAmt |
| Cash EOYFMV | $175,960 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $192,835 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $192,854 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $192,854 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,641,535 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $322,551 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $322,551 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $2,863,846 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,863,846 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,001,679 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,555,211 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,555,211 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $340 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $340 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $340 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $340 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,001,339 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,554,871 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,001,339 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,554,871 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,001,679 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,555,211 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,001,339 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $209,206 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,371,539 | OtherIncreasesAmt |
| Subtotal | $3,582,084 | SubtotalAmt |
| Other Decreases | $27,213 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,554,871 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FITZGERAL FAMILY LIMITED PARTNERSHIP INT | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2008-01-01 | AcquiredDt |
| Sold | 2015-11-30 | SoldDt |
| Gross Sales Price | $2,863,846 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,665,393 | CostOrOtherBasisAmt |
| Gain Or Loss | $198,453 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $198,453 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $198,453 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $106,955 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,985,333 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05387 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $139,333 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,851,706 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07525 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $119,190 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,716,393 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06944 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $137,578 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,597,177 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08614 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $106,319 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,557,609 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06826 | DistributionYr5Rt |
| Total Distribution | 0.352957 | TotalDistributionRt |
| Average Distribution | 0.070591 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,797,683 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $126,900 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,172 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $130,072 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $105,100 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,344 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,344 | SubtotalAmt |
| Tax Based On Investment Income | $6,344 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,240 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $5,740 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $44 | EsPenaltyAmt |
| Tax Due | $648 | 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 | 1928 E HIGHLAND AVE F104-618 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | 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 | ||||||
| 1928 E HIGHLAND AVE F104-618 | PHOENIX | AZ | 85016 | PRES SECY | 2.00 | $0 |
| CHELSEA RONEY | ||||||
| 1928 E HIGHLAND AVE F104-618 | PHOENIX | AZ | 85016 | Director | 2.00 | $0 |
| MARY K RONEY | ||||||
| 1928 E HIGHLAND AVE F104-618 | PHOENIX | AZ | 85016 | 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 | $111,315 | 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 | $105,100 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $336,259 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $414,340 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,074,460 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,825,059 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,825,059 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,376 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,797,683 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,884 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,884 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,344 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,344 | TotalTaxAmt |
| Distributable Before Adj | $83,540 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $83,540 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $83,540 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,100 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $105,100 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $105,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $83,540 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $6,506 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,990 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $52,082 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,139 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $108,717 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $105,100 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $83,540 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,560 | RemainingDistriFromCorpusAmt |
| Total Corpus | $130,277 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $130,277 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,506 | ExcessFromYear4Amt |
| Excess From Year3 | $37,990 | ExcessFromYear3Amt |
| Excess From Year2 | $52,082 | ExcessFromYear2Amt |
| Excess From Year1 | $12,139 | ExcessFromYear1Amt |
| Excess From Current Year | $21,560 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| OPERATION SMILE | ||||||
| 6435 TIDEWATER DRIVE | NORFOLK | VA | 23509 | NONE | GENERAL PROGRAM SUPPORT | $2,000 |
| BROPHY COLLEGE PREP | ||||||
| 4701 N CENTRAL AVENUE | PHOENIX | AZ | 85012 | NONE | GENERAL PROGRAM SUPPORT | $13,000 |
| INTREPID FALLEN HEROS FUND | ||||||
| ONE INTREPID SQUARE | NEW YORK | NY | 10036 | NONE | GENERAL PROGRAM SUPPORT | $3,000 |
| PHOENIX CHILDREN'S HOSPITAL | ||||||
| 1919 E THOMAS ROAD | PHOENIX | AZ | 85016 | NONE | GENERAL PROGRAM SUPPORT | $10,000 |
| SERVANTS OF THE BLESSED SACRAMENT | ||||||
| 101 SILVER STREET | WATERVILLE | ME | 04901 | NONE | GENERAL PROGRAM SUPPORT | $1,000 |
| SISTERS OF CHARITY OF CINCINNATTI | ||||||
| 5900 DELHI ROAD | MOUNT ST JOSEPH | OH | 45051 | NONE | GENERAL PROGRAM SUPPORT | $2,000 |
| ST JOSEPH'S MONASTERY PARISH | ||||||
| 251 S MORLEY STREET | BALTIMORE | MD | 21229 | NONE | GENERAL PROGRAM SUPPORT | $500 |
| WOUNDED WARRIOR PROJECT | ||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | NONE | GENERAL PROGRAM SUPPORT | $6,500 |
| ST MARY'S HS SCHOLARSHIP BENEFIT FU | ||||||
| 120 NORTH CENTER | PHOENIX | AZ | 85004 | NONE | SCHOLARSHIP PROGRAM | $15,000 |
| 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 |
| NOT FOR SALE | ||||||
| PO BOX 1000 | HALF MOON BAY | CA | 94019 | NONE | GENERAL PROGRAM SUPPORT | $1,600 |
| OAKTON HIGH SCHOOL | ||||||
| 2900 SUTTON RD | VIENNA | VA | 22181 | NONE | GENERAL PROGRAM SUPPORT | $1,000 |
| 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 |
| PATRIOT PAWS- 2014 REVERSAL | ||||||
| 254 RANCH TRAIL | ROCKWALL | TX | 75032 | NONE | GENERAL PROGRAM SUPPORT | -$4,000 |
| CRAZY LADY PITFALL RESCUE | ||||||
| 801 E NARRAMORE AVE UNIT A | BUCKEYE | AZ | 85326 | NONE | GENERAL PROGRAM SUPPORT | $2,000 |
| AMERICAN LEGION RIDERS | ||||||
| PO BOX 361623 | INDIANAPOLIS | IN | 46236 | NONE | GENERAL PROGRAM SUPPORT | $2,000 |
| WAR DOGS MAKING IT HOME | ||||||
| 2149 WEST BELMONT | CHICAGO | IL | 60618 | NONE | GENERAL PROGRAM SUPPORT | $1,500 |
| HONOR COURAGE COMMITMENT | ||||||
| 13625 NEUTRON RD | DALLAS | TX | 75244 | NONE | GENERAL PROGRAM SUPPORT | $1,500 |
| HEALTH'S HAVEN RESCUE | ||||||
| 1869 E SETICE WAY PMB314 | POST FALLS | ID | 83854 | NONE | GENERAL PROGRAM SUPPORT | $10,000 |
| GARY SINISE FOUNDATION | ||||||
| PO BOX 50008 | STUDIO CITY | CA | 91614 | NONE | GENERAL PROGRAM SUPPORT | $500 |
| HUMANE SOCIETY OF AMERICA | ||||||
| 2100 L ST NW | WASHINGTON | DC | 20037 | NONE | GENERAL PROGRAM SUPPORT | $500 |
| VIETNAM VETS MEM FUND | ||||||
| 1235 SOUTH CLARK STREET SUITE 910 | ARLINGTON | VA | 22202 | NONE | GENERAL PROGRAM SUPPORT | $20,500 |
| BEST BUDDIES OAKTON | ||||||
| 131 EAST BROAD STREET SUITE 205 | FALLS CHURCH | VA | 22046 | NONE | GENERAL PROGRAM SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $105,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,330 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $198,453 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INC-FITZGERALD FAMILY LP | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $224,985 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $433,787 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $433,787 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TULL FORSBERG & OLSON | CategoryTxt |
| Amt | $4,700 | Amt |
| Net Investment Income | $4,700 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,700 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $111,324 | LegalFeesAmt |
| Net Investment Income | $111,324 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $111,324 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTE RECEIVABLE | Desc |
| EOY Book Value | $2,863,846 | EOYBookValueAmt |
| EOYFMV | $2,863,846 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ACC FILING FEES | $10 | $10 | $10 |
| BANK FEES | $80 | $80 | $80 |
| OFFICE EXPENSE | $70 | $70 | $70 |
| WEBSITE MAINTENANCE | $380 | $380 | $380 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INC-FITZGERALD FAMILY LP | Desc |
| Revenue And Expenses Per Books | $224,985 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $224,985 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $224,985 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE:SALE OF K-1 FFLP | Desc |
| Amt | $1,371,539 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 2014 DUE TAX PAYMENT EXCISE TAX ON INV I | $677 |
| 2015 EST TAX PAYMENT EXCISE TAX ON INV I | $2,240 |