RONEY FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- RONEY FAMILY FOUNDATION (EIN 26-2884937)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201531329349102143
- Schema version
- 2014v5.0
- 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 Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T11:51:32-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-05-12 | 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 | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,001,679 | 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 | $13,761 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,761 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $13,761 | DividendsAdjNetIncmAmt |
| Other Income Rev And Expnss | $289,761 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $289,761 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $289,761 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $303,541 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $303,541 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $303,541 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $80,604 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $80,604 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $80,604 | LegalFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $4,142 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $410 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $410 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $410 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $85,156 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,014 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $81,014 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $106,955 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $106,955 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $192,111 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,014 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $81,014 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $106,955 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $111,430 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $222,527 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $222,527 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $85,752 | CashBOYAmt |
| Cash EOY | $167,309 | CashEOYAmt |
| Cash EOYFMV | $167,309 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $192,816 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $192,835 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $192,835 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,620,934 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,641,535 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,641,535 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,899,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,001,679 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,001,679 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $340 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $340 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,899,502 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,001,339 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,899,502 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,001,339 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,899,502 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,001,679 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,899,502 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $111,430 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,010,932 | SubtotalAmt |
| Other Decreases | $9,593 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,001,339 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $139,333 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,851,706 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.07525 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $119,190 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,716,393 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06944 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $137,578 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,597,177 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.08614 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $106,319 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,557,609 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06826 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,455,521 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.00739 | DistributionYr5Rt |
| Total Distribution | 0.30647 | TotalDistributionRt |
| Average Distribution | 0.06129 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,985,333 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $121,689 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,225 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $123,914 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $106,955 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,451 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,451 | SubtotalAmt |
| Tax Based On Investment Income | $4,451 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,780 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,780 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $677 | 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 | $80,604 | 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 | $106,955 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $342,204 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $379,476 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,293,886 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,015,566 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,015,566 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,233 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,985,333 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,267 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,451 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,451 | TotalTaxAmt |
| Distributable Before Adj | $94,816 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $94,816 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $94,816 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $106,955 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $106,955 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $106,955 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,816 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $6,506 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,990 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $52,082 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $96,578 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $106,955 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $94,816 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,139 | RemainingDistriFromCorpusAmt |
| Total Corpus | $108,717 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $108,717 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $6,506 | ExcessFromYear3Amt |
| Excess From Year2 | $37,990 | ExcessFromYear2Amt |
| Excess From Year1 | $52,082 | ExcessFromYear1Amt |
| Excess From Current Year | $12,139 | 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 |
|---|---|---|---|---|---|---|
| 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 | $30,555 |
| 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 |
| SHEMER ART CENTER AND MUSEUM ASSOC | ||||||
| 5005 E CAMELBACK ROAD | PHOENIX | AZ | 85018 | NONE | GENERAL PROGRAM SUPPORT | $2,000 |
| 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 |
| T GEN FOUNDATION | ||||||
| 400 E VAN BUREN ST STE 850 | PHOENIX | AZ | 85004 | NONE | GENERAL PROGRAM SUPPORT | $15,000 |
| WOUNDED WARRIOR PROJECT | ||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | NONE | GENERAL PROGRAM SUPPORT | $6,500 |
| HOSPICE OF THE VALLEY | ||||||
| 1510 E FLOWER STREET | PHOENIX | AZ | 85014 | NONE | GENERAL PROGRAM SUPPORT | $2,500 |
| RYAN HOUSE | ||||||
| 110 WEST MERRELL STREET FIRST FLR | PHOENIX | AZ | 85013 | NONE | GENERAL PROGRAM SUPPORT | $5,000 |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | GENERAL PROGRAM SUPPORT | $1,000 |
| NATIONAL MILL DOG RESCUE | ||||||
| PO BOX 88468 | COLORADO SPRINGS | CO | 80908 | NONE | GENERAL PROGRAM SUPPORT | $3,000 |
| NOT FOR SALE | ||||||
| PO BOX 1000 | HALF MOON BAY | CA | 94019 | NONE | GENERAL PROGRAM SUPPORT | $1,400 |
| OAKTON HIGH SCHOOL | ||||||
| 2900 SUTTON RD | VIENNA | VA | 22181 | NONE | GENERAL PROGRAM SUPPORT | $2,000 |
| ROLLING HILLS DOG FARM | ||||||
| PO BOX 150 | LANCASTER | NH | 03584 | NONE | GENERAL PROGRAM SUPPORT | $5,000 |
| BUILDING HOMES FOR HEROS | ||||||
| 65 ROOSEVELT AVE STE 105 | VALLEY STREAM | NY | 11581 | NONE | GENERAL PROGRAM SUPPORT | $5,000 |
| GRIZZLY AND WOLF SANCTUARY | ||||||
| 201 S CANYON ST | WEST YELLOWSTONE | MT | 59758 | NONE | GENERAL PROGRAM SUPPORT | $1,000 |
| UNDERDOG ARIZONA | ||||||
| PO BOX 13392 | CHANDLER | AZ | 85248 | NONE | GENERAL PROGRAM SUPPORT | -$1,500 |
| PATRIOT PAWS | ||||||
| 254 RANCH TRAIL | ROCKWALL | TX | 75032 | NONE | GENERAL PROGRAM SUPPORT | $5,000 |
| ANGELS AMONG US | ||||||
| PO BOX 821 | ALPHARETTA | GA | 30009 | NONE | GENERAL PROGRAM SUPPORT | $1,500 |
| SHADOWS FUND | ||||||
| PO BOX 1472 | LOMPOC | CA | 93436 | NONE | GENERAL PROGRAM SUPPORT | $1,500 |
| LEASH ANIMAL RESCUE | ||||||
| PO BOX 4277 | DOWNEY | CA | 90241 | NONE | GENERAL PROGRAM SUPPORT | $1,000 |
| OPERATION SMILE | ||||||
| 3641 FACULTY BLVD | VIRGINA BEACH | VA | 23453 | GENERAL PROGRAM SUPPORT | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $106,955 | 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 | $13,761 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INC-FITZGERALD FAMILY LP | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $289,761 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $303,541 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $303,541 | 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 | $80,604 | LegalFeesAmt |
| Net Investment Income | $80,604 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $80,604 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ACC FILING FEES | $10 | $10 | $10 |
| BANK FEES | $60 | $60 | $60 |
| OFFICE EXPENSE | $340 | $340 | $340 |
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 | $289,761 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $289,761 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $289,761 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 2013 DUE TAX PAYMENT EXCISE TAX ON INV I | $362 |
| 2014 EST TAX PAYMENT EXCISE TAX ON INV I | $1,100 |
| 2014 EST TAX PAYMENT EXCISE TAX ON INV I | $2,680 |