THE HOLLIS FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE HOLLIS FAMILY FOUNDATION (EIN 36-7291510)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-06
IRS object ID
201541269349101364
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-06T17:00:54-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN362938874PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1OSTROW REISIN BERK & ABRAMSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1455 N CITYFRONT PLAZA DR 1500AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN367291510EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HOLLIS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHOLLBusinessNameControlTxt
Phone3122556975PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16210 EAST CHOLLA PLACEAddressLine1Txt
CityPARADISE VALLEYCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85253ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDONALD R HOLLISPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3122556975PhoneNum
Signature2015-05-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT RIFKINPreparerPersonNm
PTINP00361714PTIN
Phone3126707444PhoneNum
Preparation2015-05-04PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,481FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1TotalRevAndExpnssAmt
Total Net Invst Incm$1TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$14TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,314TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,814TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,813ExcessRevenueOverExpensesAmt
Net Investment Income$1NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$14,294CashBOYAmt
Cash EOY$11,481CashEOYAmt
Cash EOYFMV$11,481CashEOYFMVAmt
Total Assets BOY$14,294TotalAssetsBOYAmt
Total Assets EOY$11,481TotalAssetsEOYAmt
Total Assets EOYFMV$11,481TotalAssetsEOYFMVAmt
Loans From Officers BOY$5,000LoansFromOfficersBOYAmt
Loans From Officers EOY$5,000LoansFromOfficersEOYAmt
Total Liabilities BOY$5,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,000TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$101,972CapitalStockBOYAmt
Capital Stock EOY$101,972CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$92,678RetainedEarningBOYAmt
Retained Earning EOY-$95,491RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,294TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,481TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,294TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,481TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,294TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,813ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,481SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,481TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$5,341AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$17,340NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.308016DistributionYr1Rt
Adjusted Qlfy Distri Yr2$4,093AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$16,162NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.253248DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,279AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$22,096NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.238912DistributionYr3Rt
Adjusted Qlfy Distri Yr4$10,549AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$25,542NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.413006DistributionYr4Rt
Adjusted Qlfy Distri Yr5$4,365AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$28,738NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.151889DistributionYr5Rt
Total Distribution1.365071TotalDistributionRt
Average Distribution0.273014AverageDistributionRt
Net Vl Noncharitable Assets$12,577NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,434AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,434AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

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 StateILOrgReportOrRegisterStateCd
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 Line1DONALD R HOLLISBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4809989705PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16210 EAST CHOLLA PLACEAddressLine1Txt
CityPARADISE VALLEYCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85253ZIPCd
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)
PersonDONALD R HOLLISPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16210 EAST CHOLLA PLACEAddressLine1Txt
CityPARADISE VALLEYCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85253ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,769AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,769TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,769AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$192CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,577NetVlNoncharitableAssetsAmt
Minimum Investment Return$629MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$629MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$629DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$629DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$629DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$629DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,966ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,320ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,186ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$4,502ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$20,974TotalExcessDistributionCyovAmt
Qualifying Distributions$1,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$629AppliedToCurrentYearAmt
Remaining Distri From Corpus$871RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$21,845TotalCorpusAmt
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$2,966ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$18,879ExcessDistriCyovToNextYrAmt
Excess From Year4$9,320ExcessFromYear4Amt
Excess From Year3$4,186ExcessFromYear3Amt
Excess From Year1$4,502ExcessFromYear1Amt
Excess From Current Year$871ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDONALD R HOLLISContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASPCA
424 E 92ND STNEW YORKNY10128PCGENERAL CHARITABLE AND HUMANE PURPOSES$100
COUNTRY ANIMAL LEAGUE
3524 LAPORTE RDMORRISVILLEVT05661PCGENERAL CHARITABLE AND HUMANE PURPOSES$100
HSUS
2100 L ST NWWASHINGTONDC20037PCGENERAL CHARITABLE AND HUMANE PURPOSES$100
NAVAJO RELIEF FUND
PO BOX 90000FLAGSTAFFAZ86003PCGENERAL CHARITABLE AND HUMANE PURPOSES$100
PETA
501 FRONT STNORFOLDVA23510PCGENERAL CHARITABLE AND HUMANE PURPOSES$100
SHELBURN FARMS
1611 HARBOR RDSHELBURNEVT05482PCGENERAL CHARITABLE AND HUMANE PURPOSES$100
SPLC
400 WASHINGTON AVEMONTGOMERYAL36104PCGENERAL CHARITABLE AND HUMANE PURPOSES$100
STOWE LAND TRUST
699 S MAIN STSTOWEVT05672PCGENERAL CHARITABLE AND HUMANE PURPOSES$100
BALL TO ALL
7501 N VIA DE LA ESCUELASCOTTSDALEAZ85258PCGENERAL CHARITABLE AND HUMANE PURPOSES$500
HEARD MUSEUM
2301 N CENTRAL AVEPHOENIXAZ85004PCGENERAL CHARITABLE AND HUMANE PURPOSES$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$1,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFEESDesc
Revenue And Expenses Per Books$100RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryOTHER FEDERAL TAXESCategoryTxt
Amt$14Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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