FREDERICK GARDNER COTTRELL FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FREDERICK GARDNER COTTRELL FOUNDATION (EIN 86-0940147)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201611349349101386
- Schema version
- 2015v2.1
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T11:44:24-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 335 N WILMOT ROAD SUITE 300 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85711 | 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 | 860940147 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREDERICK GARDNER COTTRELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 5207484420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6440 N SWAN ROAD SUITE 200 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER P MARTIN | PersonNm |
| Person Title | DIRECTOR/TREASURER | PersonTitleTxt |
| Phone | 5207484420 | PhoneNum |
| Signature | 2016-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGGIE ZHOU CPA | PreparerPersonNm |
| PTIN | P00956740 | PTIN |
| Phone | 5207903500 | PhoneNum |
| Preparation | 2016-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,042,634 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,165,625 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,272,295 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,272,295 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $849,650 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,860,093 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $849,650 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,287,570 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,121,945 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $590 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,770 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,463 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,354 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,109 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $66,022 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,703 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,503 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,503 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,348 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,152 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,887 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,224,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $224,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,308,348 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,152 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $226,887 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,979,222 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,098,793 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $68,215 | CashBOYAmt |
| Cash EOY | $497,603 | CashEOYAmt |
| Cash EOYFMV | $497,603 | CashEOYFMVAmt |
| Acct Rcvbl | $3,165,625 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,782,199 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,165,625 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,165,625 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $10,816,684 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,379,406 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,379,406 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $13,667,098 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,042,634 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,042,634 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,244 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $400,000 | AccountsPayableEOYAmt |
| Grants Payable BOY | $3,182,404 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,300,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $3,185,648 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,700,000 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $10,481,450 | UnrestrictedBOYAmt |
| Unrestricted EOY | $17,342,634 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,481,450 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,342,634 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,667,098 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,042,634 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,481,450 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,979,222 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,460,672 | SubtotalAmt |
| Other Decreases | $1,118,038 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,342,634 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED STOCK | $3,388,990 | $3,010,443 | $378,547 | $378,547 | |
| CAPITAL GAINS DIVIDENDS | $471,103 | $471,103 | $471,103 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $849,650 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,651,658 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,363,611 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.457120 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,929,341 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,059,212 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.191798 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $983,238 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,299,734 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.134695 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $412,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,841,666 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.085095 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $115,900 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,230,555 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035876 | DistributionYr5Rt |
| Total Distribution | 0.904584 | TotalDistributionRt |
| Average Distribution | 0.180917 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,262,118 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,580,260 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $60,988 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,641,248 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $226,887 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $121,976 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $121,976 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $121,976 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,560 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $28,560 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $132 | EsPenaltyAmt |
| Tax Due | $93,548 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RCTECH.COM | WebsiteAddressTxt |
| Individual With Books | KATHLEEN M HUNTER-GREGORY | IndividualWithBooksNm |
| Phone | 5207484420 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6440 N SWAN ROAD SUITE 200 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| GARY MUNSINGER | ||||||||
| 6440 N SWAN ROAD SUITE 200 | TUCSON | AZ | 85718 | DIRECTOR/PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER MARTIN | ||||||||
| 6440 N SWAN ROAD SUITE 200 | TUCSON | AZ | 85718 | DIRECTOR/TREASURER | 1.00 | $0 | $0 | $0 |
| JOHN SCHAEFER | ||||||||
| 6440 N SWAN ROAD SUITE 200 | TUCSON | AZ | 85718 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHAUN KIRKPATRICK | ||||||||
| 6440 N SWAN ROAD SUITE 200 | TUCSON | AZ | 85718 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN MCINTYRE | ||||||||
| 6440 N SWAN ROAD SUITE 200 | TUCSON | AZ | 85718 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| REBECCA BUESCHER | ||||||||
| 6440 N SWAN ROAD SUITE 200 | TUCSON | AZ | 85718 | SECRETARY | 1.00 | $0 | $0 | $0 |
| LYLE BOOTMAN | ||||||||
| 6440 N SWAN ROAD SUITE 200 | TUCSON | AZ | 85718 | DIRECTOR | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,674,989 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $804,319 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,479,308 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,479,308 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $217,190 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,262,118 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $713,106 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $713,106 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $121,976 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $121,976 | TotalTaxAmt |
| Distributable Before Adj | $591,130 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $591,130 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $591,130 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $226,887 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $226,887 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $226,887 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $591,130 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $171,677 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $621,465 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,438,468 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,090,539 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,322,149 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $226,887 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $226,887 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $364,243 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $364,243 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,957,906 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,957,906 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $428,899 | ExcessFromYear3Amt |
| Excess From Year2 | $1,438,468 | ExcessFromYear2Amt |
| Excess From Year1 | $5,090,539 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN DIABETES ASSOCIATION | ||||||
| 3400 E SPEEDWAY SUITE 108 | TUCSON | AZ | 85716 | PC | TOUR FOR THE CURE | $10,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 2601 N CAMPBELL AVENUE 204 | TUCSON | AZ | 85719 | PC | 2016 HEART & STROKE WALK | $2,500 |
| FOUNDATION FIGHTING BLINDNESS | ||||||
| 7168 COLUMBIA GATEWAY DRIVE 100 | COLUMBIA | MD | 21046 | PC | UNRESTRICTED GIFT IN THE NAME OF THEODORE WELP | $5,000 |
| INTEGRATIVE TOUCH FOR KIDS | ||||||
| 5675 N ORACLE ROAD 3201 | TUCSON | AZ | 85704 | PC | ANNUAL TUCSON BUTTERFLY GALA | $3,500 |
| STANFORD UNIVERSITYBIODESIGN | ||||||
| 318 CAMPUS DRIVE ROOM E100 | STANFORD | CA | 943055428 | PC | BIODESIGN ENDOWED FELLOW | $200,000 |
| TUCSON BREAKFAST LIONS CLUB | ||||||
| P O BOX 12512 | TUCSON | AZ | 85732 | PC | CAMPS FOR DISABLED CHILDREN DONATION | $2,500 |
| UNIVERSITY HIGH SCHOOL PARENTS ASSOCIATION | ||||||
| 5425 E BROADWAY BOULEVARD 451 | TUCSON | AZ | 857113704 | PC | GRAD NIGHT 2016 | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $224,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANFORD UNIVERSITYBIODESIGN | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 CAMPUS DRIVE ROOM E100 | AddressLine1Txt |
| City | STANFORD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 943055428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | BIODESIGN ENDOWED FELLOW | GrantOrContributionPurposeTxt |
| Amt | $1,000,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,000,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,272,295 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $849,650 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,121,945 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,121,945 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | RESEARCH CORPORATION TECHNOLOGIES | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5210 EAST WILLIAMS CIRCLE SUITE 240 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 857114400 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,165,625 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | FMV OF 114,665 SHARES OF AMERICAN FUNDS INTERNATIONAL GROWTH AND INCOME FUNDS (IGAAX) | NoncashPropertyDesc |
| Fair Market Value | $3,165,625 | FairMarketValueAmt |
| Received | 2016-03-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,350 | Amt |
| Net Investment Income | $590 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,770 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SSGA US GOV MONEY MARKET FUND | $5 | $5 |
| AMERICAN HIGH-INCOME TRUST CL F2 | $23,965 | $23,965 |
| CAPITAL GROUP CORE BOND FUND | $1,931,912 | $1,931,912 |
| SHORT TERM BOND FD OF AMERICA INC CL F2 | $581,689 | $581,689 |
| EUROPACIFIC GROWTH FUND CL F2 | $1,119,409 | $1,119,409 |
| FUNDAMENTAL INVESTORS CL F2 | $2,938,168 | $2,938,168 |
| GROWTH FUND OF AMERICA CL F2 | $2,193,505 | $2,193,505 |
| INTERNATIONAL GROWTH FUND & INCOME FUND CL F2 | $1,079,013 | $1,079,013 |
| NEW PERSPECTIVE FUND CL F2 | $1,889,256 | $1,889,256 |
| NEW WORLD FUND CL F2 | $1,087,831 | $1,087,831 |
| SMALLCAP WORLD FUND CL F2 | $1,120,624 | $1,120,624 |
| LACOSTE ROMBERG SCINTREX | $1,414,029 | $1,414,029 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10 | LegalFeesAmt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES ON INVESTMENTS CARRIED AT FMV | Desc |
| Amt | $1,118,038 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK ACCOUNT CHARGES | $1,242 | $1,242 | $0 |
| MISCELLANEOUS EXPENSES | $261 | $261 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTANT FEES | $1,478 | $369 | $1,109 |
| PORTFOLIO MANAGEMENT FEES | $12,985 | $12,985 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $7,703 | $7,703 | $0 |
| EXCISE TAXES | $58,319 | $0 | $0 |
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