GATHERER FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
GATHERER FAMILY FOUNDATION (EIN 95-4669010)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-03
IRS object ID
201622169349101402
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-03T10:48:29-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN860394362PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Black and Soli PC CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line181 W Esperanza Blvd Ste EAddressLine1Txt
CityGreen ValleyCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85614ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954669010EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GATHERER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGATHBusinessNameControlTxt
Phone9092735274PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1958 N TURQUOISE VISTA DRAddressLine1Txt
CityGREEN VALLEYCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85614ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIRA MASERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9092735274PhoneNum
Signature2016-07-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBetty L Soli CPA MBAPreparerPersonNm
PTINP00646309PTIN
Phone5206255988PhoneNum
Preparation2016-07-14PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,738,386FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,567,563ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7,990InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,990InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$7,990InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$97,038DividendsRevAndExpnssAmt
Dividends Net Invst Incm$97,038DividendsNetInvstIncmAmt
Dividends Adj Net Incm$97,038DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$78,952NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,147,891GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$78,952CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$35OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$35OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$35OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$5,751,578TotalRevAndExpnssAmt
Total Net Invst Incm$184,015TotalNetInvstIncmAmt
Total Adj Net Incm$105,063TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,375LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,667AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$21,064OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,398TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$104OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,608TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$130,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$130,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$156,608TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$130,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,594,970ExcessRevenueOverExpensesAmt
Net Investment Income$184,015NetInvestmentIncomeAmt
Adjusted Net Income$105,063AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,902CashBOYAmt
Cash EOY$6,197,062CashEOYAmt
Cash EOYFMV$6,197,062CashEOYFMVAmt
Acct Rcvbl$242,244AcctRcvblAmt
Acct Rcvbl EOY$242,244AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$242,244AcctRcvblEOYFMVAmt
Prepaid Expenses EOY$82,500PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$82,500PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$1,339,062CorporateStockBOYAmt
Corporate Stock EOY$280,000CorporateStockEOYAmt
Corporate Stock EOYFMV$216,580CorporateStockEOYFMVAmt
Total Assets BOY$1,341,964TotalAssetsBOYAmt
Total Assets EOY$6,801,806TotalAssetsEOYAmt
Total Assets EOYFMV$6,738,386TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,341,964RetainedEarningBOYAmt
Retained Earning EOY$6,801,806RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,341,964TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,801,806TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,341,964TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,801,806TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,341,964TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,594,970ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,936,934SubtotalAmt
Other Decreases$135,128OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,801,806TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH - SX5E BONDP2014-02-272015-03-13$111,000$100,000$11,000$11,000
MERRILL LYNCH - R2000 BONDP2014-02-272015-03-13$108,500$100,000$8,500$8,500
MERRILL LYNCH - SEE ATTACHED$6,890,227$6,959,105-$68,878-$68,878
MERRILL LYNCH - SEE ATTACHED$1,491,438$1,388,362$103,076$103,076
MERRILL LYNCH - SEE ATTACHED$873,812$836,004$37,808$37,808
MERRILL LYNCH - SEE ATTACHED$672,801$685,468-$12,667-$12,667
MERRILL LYNCH - SEE ATTACHED$17$17$17
Capital Gains DividendsP$96$96$96
FieldValueIRS element (for citing)
Capital Gain Net Income$78,952CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$34,198NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$80,720AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,406,135NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.057406DistributionYr1Rt
Adjusted Qlfy Distri Yr2$60,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,289,330NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046536DistributionYr2Rt
Adjusted Qlfy Distri Yr3$52,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,167,141NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.044553DistributionYr3Rt
Adjusted Qlfy Distri Yr4$60,191AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,089,614NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.055241DistributionYr4Rt
Adjusted Qlfy Distri Yr5$55,010AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$977,346NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.056285DistributionYr5Rt
Total Distribution0.260021TotalDistributionRt
Average Distribution0.052004AverageDistributionRt
Net Vl Noncharitable Assets$2,450,256NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$127,423AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,840NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$129,263AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$130,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,840InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,840SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,840TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$854EstimatedPlusOvpmtIncmTxAmt
Backup Withholding Withheld$82,500BackupWithholdingWithheldAmt
Total Payments And Credits$83,354TotalPaymentsAndCreditsAmt
Overpayment$81,514OverpaymentAmt
Applied To ES Tax$1,840AppliedToESTaxAmt
Refund$79,674RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1GATHERER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9092735274PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1958 N TURQUOISE VISTA DRAddressLine1Txt
CityGREEN VALLEYCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85614ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonIRA S MASERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1958 N TURQUOISE VISTA DRAddressLine1Txt
CityGREEN VALLEYCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85614ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,844,471AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$643,099AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,487,570TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,487,570AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,314CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,450,256NetVlNoncharitableAssetsAmt
Minimum Investment Return$122,513MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$122,513MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,840TaxBasedOnInvestmentIncomeAmt
Total Tax$1,840TotalTaxAmt
Distributable Before Adj$120,673DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$120,673DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$120,673DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$130,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$130,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,840PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$128,160AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$120,673DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$7,900ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,634ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$11,259ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$26,793TotalExcessDistributionCyovAmt
Qualifying Distributions$130,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$120,673AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,327RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$36,120TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$7,900ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$28,220ExcessDistriCyovToNextYrAmt
Excess From Year4$7,634ExcessFromYear4Amt
Excess From Year1$11,259ExcessFromYear1Amt
Excess From Current Year$9,327ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGATHERER FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1958 N TURQUOISE VISTA DRAddressLine1Txt
CityGREEN VALLEYCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85614ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9092735274RecipientPhoneNum
Recipient Email AddressIMASER@MSN.COMRecipientEmailAddressTxt
Form And Info And MaterialsWRITTEN REQUEST INCLUDING INFORMATION SHEET ABOUT ORGANIZATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesDECEMBER 1SubmissionDeadlinesTxt
Restrictions On AwardsPREFERENCE GIVEN TO CHARITABLE ORGANIZATIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AZUSA PACIFIC UNIVERSITY
901 E ALOSTA AVEAZUSACA91702UNRELATEDPOF2015 SCHOLARSHIP FUND$10,000
GATHER4HIM CHRISTIAN COLLEGE
929 AARON DRIVERICHLANDWA99352UNRELATEDPOF2015-16 SCHOLARSHIP FUND$20,000
HANDS OF A FRIEND (MANOS AMIGAS)
PO BOX 2097GREEN VALLEYAZ85622UNRELATEDPOFGRANT-SHELTER REPAIRS$10,000
VIKING CHARITIES
PO BOX 293SOLVANGCA93464UNRELATEDPOFENDOWMENT FUND$10,000
AMERICAN LEGION POST 66
1560 W DUVAL MINE RDGREEN VALLEYAZ85614UNRELATEDPOFGRANT$10,000
SYV THERAPEUTIC RIDING PROGRAM
PO BOX 256SOLVANGCA93464UNRELATEDPOFSYV THERAPEUTIC RIDING PROGRAM$5,000
SADDLEBACK VALLEY COMMUNITY CHURCH
1 SADDLEBACK PARKWAYLAKE FORESTCA92630UNRELATEDPOFDARING FAITH CAMPGAIGN$10,000
ALZHEIMER'S ASSOCIATION
1528 CHAPALA STSANTA BARBARACA93101UNRELATEDPOFGRANT$10,000
GRACE CHURCH OF SAHUARITA
2301 E SAHUARITA RDSAHUARITAAZ85629UNRELATEDPOF2016 LOCAL MISSIONS PROGRAM$10,000
HANDS OF A FRIEND (MANOS AMIGAS)
PO BOX 2097GREEN VALLEYAZ85622UNRELATEDPOFGRANT - PURCHASE NEW VAN/EXPENSES$30,000
NATIONAL MS SOCIETY
12121 SCRIPPS SUMMIT COURT STE 190SAN DIEGOCA92131UNRELATEDPOFGRANT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$130,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,990ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$97,038ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$78,952ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$184,015ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$184,015TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (9 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
MALCOLM JACQUELINE GATHERER
1958 N TURQUOISE VISTA DRGREEN VALLEYAZ85614$1,194,001Yes (X)
MALCOLM JACQUELINE GATHERER
2958 N TURQUOISE VISTA DRGREEN VALLEYAZ85614$156,855Yes (X)
MALCOLM JACQUELINE GATHERER
3958 N TURQUOISE VISTA DRGREEN VALLEYAZ85614$1,284,899Yes (X)
MALCOLM JACQUELINE GATHERER
4958 N TURQUOISE VISTA DRGREEN VALLEYAZ85614$312,803Yes (X)
MALCOLM JACQUELINE GATHERER
5958 N TURQUOISE VISTA DRGREEN VALLEYAZ85614$777,416Yes (X)
MALCOLM JACQUELINE GATHERER
6958 N TURQUOISE VISTA DRGREEN VALLEYAZ85614$1,303,334Yes (X)
MALCOLM JACQUELINE GATHERER
7958 N TURQUOISE VISTA DRGREEN VALLEYAZ85614$343,353Yes (X)
MALCOLM JACQUELINE GATHERER
8958 N TURQUOISE VISTA DRGREEN VALLEYAZ85614$133,654Yes (X)
GATHERER CLAT
9958 N TURQUOISE VISTA DRGREEN VALLEYAZ85614$61,248Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,667Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$280,000EOYBookValueAmt
EOYFMV$216,580EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,375LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$135,128Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$80$0$0$0
POSTAGE$24$0$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescLITIGATION PROCEEDSDesc
Revenue And Expenses Per Books$35RevenueAndExpensesPerBooksAmt
Net Investment Income$35NetInvestmentIncomeAmt
Adjusted Net Income$35AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKERAGE FEESCategoryTxt
Amt$21,064Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$698$0$0$0
FEDERAL INCOME TAX$1,700$0$0$0

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