2016-05-16T16:33:27-05:00 2015-12-31 860550947 R & A CPAS A PROFESSIONAL CORPORATION 4542 E CAMP LOWELL STE 100 TUCSON AZ 85712 990PF 2015-01-01 860767197 THE KAI FAMILY FOUNDATION KAIF 5207420440 7440 N ORACLE RD BUILDING 2 TUCSON AZ 85704 SIDNEY LEX FELKER DIRECTOR 5207420440 2016-05-13 1 TARIQ A KHAN P00213826 5208814900 2015 2016-09-27 15:27:22Z X 1959073 X 200000 49213 49213 41269 41269 41269 2429 2429 292911 92911 10902 5451 5451 1450 0 1450 1399 701 0 33 33 0 13784 6185 6901 65000 65000 78784 6185 71901 214127 86726 30531 155496 155496 66 96 66 66 1777455 1775911 1775911 27600 27600 27600 27600 473 0 0 1836155 1959073 1959073 435434 344225 435434 344225 X 1737175 1737175 18194 18194 -354648 -140521 1400721 1614848 1836155 1959073 1400721 214127 0 1614848 0 1614848 CAPITAL GAINS DIVIDENDS P 41269 41269 41269 41269 0 78876 1761075 0.044789 156285 1598180 0.097789 34214 1432682 0.023881 13828 1367710 0.010110 78743 1289775 0.061052 0.237621 0.047524 1894347 90027 867 90894 71901 1735 0 1735 0 1735 0 18 1753 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 1 0 0 1 N/A SIDNEY LEX FELKER 5207420440 7440 N ORACLE RD BUILDING 2 TUCSON AZ 85704 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HERBERT KAI 2305 RUTHRAUFF TUCSON AZ 85705 DIRECTOR 0.00 0 0 0 JOHN KAI JR 2305 RUTHRAUFF TUCSON AZ 85705 DIRECTOR 0.00 0 0 0 SIDNEY LEX FELKER 7440 N ORACLE RD BUILDING 2 TUCSON AZ 85704 MANAGING DIRECTOR 0.75 10902 0 0 NONE 0 NONE 0 0 1750572 145023 27600 1923195 0 0 1923195 28848 1894347 94717 94717 1735 1735 92982 0 92982 0 92982 71901 0 71901 0 71901 92982 0 0 11219 11219 71901 0 0 0 71901 0 11219 11219 0 0 0 0 0 9862 0 0 0 THE KAI FAMILY FOUNDATION CO SIDNEY 7440 N ORACLE RD BUILDING 2 TUCSON AZ 85704 5207420440 SLFELKER@SLFPC.COM SHORT WRITTEN NARRATIVE WITH COPY OF IRS EXEMPTION LETTER OCTOBER 31, FOR FOUNDATION YEAR ENDING SUCCEEDING DECEMBER 31 PREFERENCE GIVEN TO EXEMPT ORGANIZATIONS IN TUCSON, PIMA COUNTY, ARIZONA ARIZONA BAPTIST CHILDREN'S SERVICES 1779 N ALVERNON WAY TUCSON AZ 85712 NONE PUBLIC PUBLIC ASSISTANCE 10000 BASIS BOOSTERS TUCSON INC PO BOX 64081 TUCSON AZ 85728 NONE PUBLIC PUBLIC EDUCATION 2500 CARING MINISTRIES INC 820 W CALLE SUR TUCSON AZ 85705 NONE PUBLIC PUBLIC CHARITY 3000 CASA ESPERANZA PARA NINOS 1900 WEST CHANDLER BLVD 15-359 CHANDLER AZ 85244 NONE PUBLIC PUBLIC CHARITY 4500 LEND A HAND SENIOR ASSISTANCE INC 1311 E DUKE DRIVE TUCSON AZ 85719 NONE PUBLIC PUBLIC ASSISTANCE 2500 PROJECT GRADUATION AMPHITHEATER HIGH SCHOOL 11475 N MOUNTAIN BREEZE DRIVE ORO VALLEY AZ 85737 NONE PUBLIC PUBLIC EDUCATION 7500 SALPOINTE EDUCATION FOUNDATION 1545 E COPPER ST TUCSON AZ 85719 NONE PUBLIC PUBLIC EDUCATION 2000 ST LUKE'S HOME 615 E ADAMS STREET TUCSON AZ 85705 NONE PUBLIC PUBLIC ASSISTANCE 2500 TUCSON CHINESE BAPTIST CHURCH 2411 E FT LOWELL ROAD TUCSON AZ 85719 NONE PUBLIC PUBLIC RELIGIOUS 10000 TUCSON CHINESE CULTURAL CENTER 1288 WEST RIVER ROAD TUCSON AZ 85704 NONE PUBLIC PUBLIC CULTURAL 5000 YALE UNIVERSITY - SKEET & TRAP CLUB YALE ATHLETIC DEPARTMENT PO BOX 208216 NEW HAVEN CT 06520 NONE PUBLIC PUBLIC ATHLETICS 1000 COMMUNITY CHRISTIAN CHURCH 13610 N SANDARIO ROAD MARANA AZ 85653 NONE PUBLIC PUBLIC RELIGIOUS 1500 UAFRUGBY CLUB 845 N PARK ROOM 101 TUCSON AZ 85719 NONE PUBLIC PUBLIC ATHLETICS 2000 DISABLED AMERICAN VETERANS - CHAPTER 4 TUCSON ARIZONA 4145 W INA RD SUITE 131 TUCSON AZ 85741 NONE PUBLIC PUBLIC ASSISTANCE 3000 TUCSON YOUTH DEVELOPMENT 1901 N STONE AVE TUCSON AZ 85705 NONE PUBLIC PUBLIC CHARITY 2000 CHILDREN'S MUSEUM ORO VALLEY 200 S 6TH AVENUE TUCSON AZ 85701 NONE PUBLIC PUBLIC EDUCATION 2500 CASAS CHURCH 10801 N LA CHOLLA BLVD TUCSON AZ 85742 NONE PUBLIC PUBLIC RELIGIOUS 1000 FRIENDS OF ROBLES RANCH INC PMB 136 10390 S SIERRITA MTN RD TUCSON AZ 85736 NONE PUBLIC PUBLIC CHARITY 1000 ORO VALLEY POLICE EXPLORERS 11000 N LA CANADA ORO VALLEY AZ 85737 NONE PUBLIC PUBLIC CHARITY 1500 65000 0 14 49213 14 2429 14 41269 0 92911 0 92911 0 0 0 0 0 0 0 0 0 0 X X 1 MAMIE KAI ESTATE 7440 N ORACLE RD BLDG 2 TUCSON AZ 85704 200000 X ACCOUNTING FEES 1450 0 1450 CHARLES SCHWAB - SECURITIES 1775911 1775911 ESTIMATED TAXES 473 0 0 BANK CHARHES & MISCELLANEOUS 33 33 0 MERIDIAN WALNUT 525 525 525 ATLS PRODUCTION 915 915 915 SECURITIES LOSS RECOVERY 989 989 989 UNREALIZED GAIN ON ASSETS 435434 344225 THE KAI TRUST 7440 N ORACLE RD 2 TUCSON AZ 85704 FEDERAL EXCISE TAXES 698 0 0 PROPERTY TAXES 381 381 0 STATE TAX 54 54 0 FOREIGN TAX 198 198 0 OTHER TAXES 68 68 0