FREDERICK GARDNER COTTRELL FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FREDERICK GARDNER COTTRELL FOUNDATION (EIN 86-0940147)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-14
- IRS object ID
- 201401959349100620
- Schema version
- 2013v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-14T16:04:55-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 335 N WILMOT ROAD SUITE 300 | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85711 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | 5210 EAST WILLIAMS CIRCLE SUITE 240 | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 857114410 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER P MARTIN | PersonNm |
| Person Title | DIRECTOR/TREASURER | PersonTitleTxt |
| Phone | 5207484420 | PhoneNum |
| Signature | 2014-05-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JON W MITCHELL CPA | PreparerPersonNm |
| PTIN | P00022644 | PTIN |
| Phone | 5207903500 | PhoneNum |
| Preparation | 2014-05-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,684,712 | 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 | $2,654,552 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $145,262 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $145,262 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $476,127 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,892,223 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $476,127 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,275,941 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $621,389 | 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 |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,875 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,509 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,509 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,523 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,853 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $670 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,532 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,987 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,545 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $808,840 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,932,840 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $828,372 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,987 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,935,385 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,447,569 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $604,402 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,688 | CashBOYAmt |
| Cash EOY | $11,649 | CashEOYAmt |
| Cash EOYFMV | $11,649 | CashEOYFMVAmt |
| Acct Rcvbl | $2,654,552 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,602,936 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,654,552 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,654,552 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $7,675,193 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,018,511 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,018,511 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,289,817 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,684,712 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,684,712 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,400,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,276,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,400,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,276,000 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,889,817 | UnrestrictedBOYAmt |
| Unrestricted EOY | $11,408,712 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,889,817 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,408,712 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,289,817 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,684,712 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,889,817 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,447,569 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,075,002 | OtherIncreasesAmt |
| Subtotal | $11,412,388 | SubtotalAmt |
| Other Decreases | $3,676 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,408,712 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HIGH-INCOME TRUST | P | 2013-01-28 | 2013-02-27 | $1,036 | $1,044 | -$8 | -$8 |
| AMERICAN HIGH-INCOME TRUST | P | 2013-08-08 | $10,925 | $11,082 | -$157 | -$157 | |
| CAPITAL GROUP CORE BOND FUND | P | 2013-02-27 | $127,324 | $127,635 | -$311 | -$311 | |
| CAPITAL GROUP CORE BOND FUND | P | 2013-06-06 | $218,000 | $219,921 | -$1,921 | -$1,921 | |
| CAPITAL GROUP CORE BOND FUND | P | 2013-02-04 | 2013-09-18 | $57,000 | $58,288 | -$1,288 | -$1,288 |
| CAPITAL GROUP CORE BOND FUND | P | 2013-02-04 | 2013-11-07 | $15,000 | $15,249 | -$249 | -$249 |
| CAPITAL WORLD BOND FUND | P | 2013-02-27 | $26,000 | $26,213 | -$213 | -$213 | |
| CAPITAL WORLD BOND FUND | P | 2013-06-06 | $221,298 | $225,972 | -$4,674 | -$4,674 | |
| EUROPACIFIC GROWTH FUND | P | 2013-02-04 | 2013-02-27 | $19,000 | $19,212 | -$212 | -$212 |
| INTERNATIONAL GROWTH & INCOME FUND | P | 2013-02-04 | 2013-02-27 | $19,000 | $19,129 | -$129 | -$129 |
| NEW PERSPECTIVE FUND | P | 2013-02-04 | 2013-02-27 | $40,000 | $40,086 | -$86 | -$86 |
| NEW WORLD FUND | P | 2013-02-04 | 2013-02-27 | $23,000 | $23,229 | -$229 | -$229 |
| S T BOND FD OF AMERICA INC | P | 2012-03-16 | 2013-02-27 | $25,000 | $25,050 | -$50 | -$50 |
| S T BOND FD OF AMERICA INC | P | 2013-06-06 | $364,154 | $365,608 | -$1,454 | -$1,454 | |
| S T BOND FD OF AMERICA INC | P | 2013-06-28 | 2013-07-16 | $52 | $52 | $0 | $0 |
| AMERICAN HIGH-INCOME TRUST | P | 2012-01-27 | 2013-02-27 | $157 | $150 | $7 | $7 |
| AMERICAN HIGH-INCOME TRUST | P | 2013-02-27 | $16,807 | $16,793 | $14 | $14 | |
| AMERICAN HIGH-INCOME TRUST | P | 2013-08-08 | $39,075 | $38,486 | $589 | $589 | |
| BANK OF AMERICA CORP | D | 2013-01-24 | $2,580,551 | $2,602,778 | -$22,227 | -$22,227 | |
| CAPITAL GROUP CORE BOND FUND | P | 2012-01-27 | 2013-02-27 | $1,676 | $1,687 | -$11 | -$11 |
| CAPITAL GROUP CORE BOND FUND | P | 2012-03-16 | 2013-04-25 | $1,534 | $1,527 | $7 | $7 |
| CAPITAL WORLD BOND FUND | P | 2013-06-06 | $51,782 | $52,660 | -$878 | -$878 | |
| CAPITAL WORD BOND FUND | P | 2013-06-06 | $217,426 | $219,125 | -$1,699 | -$1,699 | |
| EUROPACIFIC GROWTH FUND | P | 2008-07-31 | 2013-08-08 | $30,000 | $30,090 | -$90 | -$90 |
| EUROPACIFIC GROWTH FUND | P | 2013-09-18 | $77,000 | $66,935 | $10,065 | $10,065 | |
| EUROPACIFIC GROWTH FUND | P | 2011-03-16 | 2013-11-07 | $15,000 | $12,728 | $2,272 | $2,272 |
| EUROPACIFIC GROWTH FUND | P | 2011-03-16 | 2013-11-15 | $6,500 | $5,438 | $1,062 | $1,062 |
| FUNDAMENTAL INVESTORS | P | 2008-02-19 | 2013-02-27 | $75,000 | $68,510 | $6,490 | $6,490 |
| FUNDAMENTAL INVESTORS | P | 2012-03-16 | 2013-07-16 | $60,000 | $49,706 | $10,294 | $10,294 |
| FUNDAMENTAL INVESTORS | P | 2012-03-16 | 2013-08-08 | $45,000 | $37,053 | $7,947 | $7,947 |
| FUNDAMENTAL INVESTORS | P | 2013-09-18 | $145,000 | $116,371 | $28,629 | $28,629 | |
| FUNDAMENTAL INVESTORS | P | 2012-03-16 | 2013-10-24 | $936 | $731 | $205 | $205 |
| FUNDAMENTAL INVESTORS | P | 2012-03-16 | 2013-11-07 | $60,000 | $47,318 | $12,682 | $12,682 |
| FUNDAMENTAL INVESTORS | P | 2012-03-16 | 2013-11-15 | $40,000 | $30,733 | $9,267 | $9,267 |
| GROWTH FUND OF AMERICA | P | 2008-02-19 | 2013-02-27 | $52,000 | $46,008 | $5,992 | $5,992 |
| GROWTH FUND OF AMERICA | P | 2012-03-16 | 2013-07-16 | $60,000 | $48,878 | $11,122 | $11,122 |
| GROWTH FUND OF AMERICA | P | 2012-03-16 | 2013-08-08 | $40,000 | $32,021 | $7,979 | $7,979 |
| GROWTH FUND OF AMERICA | P | 2012-03-16 | 2013-09-18 | $136,000 | $104,883 | $31,117 | $31,117 |
| GROWTH FUND OF AMERICA | P | 2012-03-16 | 2013-11-07 | $40,000 | $30,661 | $9,339 | $9,339 |
| GROWTH FUND OF AMERICA | P | 2012-03-16 | 2013-11-15 | $25,000 | $18,569 | $6,431 | $6,431 |
| INTERNATIONAL GROWTH & INCOME FUND | P | 2012-03-12 | 2013-08-08 | $40,000 | $34,839 | $5,161 | $5,161 |
| INTERNATIONAL GROWTH & INCOME FUND | P | 2013-09-18 | $70,000 | $58,754 | $11,246 | $11,246 | |
| INTERNATIONAL GROWTH & INCOME FUND | P | 2012-03-12 | 2013-11-07 | $10,000 | $8,377 | $1,623 | $1,623 |
| INTERNATIONAL GROWTH & INCOME FUND | P | 2012-03-12 | 2013-11-15 | $5,500 | $4,566 | $934 | $934 |
| NEW PERSPECTIVE FUND | P | 2008-02-19 | 2013-08-08 | $60,000 | $53,354 | $6,646 | $6,646 |
| NEW PERSPECTIVE FUND | P | 2008-02-19 | 2013-09-18 | $118,000 | $100,887 | $17,113 | $17,113 |
| NEW PERSPECTIVE FUND | P | 2013-11-07 | $35,000 | $29,012 | $5,988 | $5,988 | |
| NEW PERSPECTIVE FUND | P | 2008-07-31 | 2013-11-15 | $20,000 | $15,705 | $4,295 | $4,295 |
| NEW WORLD FUND | P | 2008-02-19 | 2013-08-08 | $25,000 | $25,187 | -$187 | -$187 |
| NEW WORLD FUND | P | 2013-09-18 | $63,000 | $60,244 | $2,756 | $2,756 | |
| NEW WORLD FUND | P | 2008-07-31 | 2013-11-07 | $10,000 | $9,189 | $811 | $811 |
| S T BOND FD OF AMERICA INC | P | 2013-06-06 | $31,698 | $31,888 | -$190 | -$190 | |
| SMALLCAP WORLD FUND | P | 2011-03-16 | 2013-02-27 | $24,000 | $21,203 | $2,797 | $2,797 |
| SMALLCAP WORLD FUND | P | 2012-03-16 | 2013-08-08 | $30,000 | $24,687 | $5,313 | $5,313 |
| SMALLCAP WORLD FUND | P | 2012-03-16 | 2013-09-18 | $84,000 | $66,410 | $17,590 | $17,590 |
| SMALLCAP WORLD FUND | P | 2012-03-16 | 2013-11-07 | $15,000 | $11,861 | $3,139 | $3,139 |
| SMALLCAP WORLD FUND | P | 2012-03-16 | 2013-11-15 | $3,000 | $2,324 | $676 | $676 |
| CAPITAL GAINS DIVIDENDS | P | $264,792 | $264,792 | $264,792 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $476,127 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $983,238 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,299,734 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.134695 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $412,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,841,666 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.085095 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $115,900 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,230,555 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035876 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $300,510 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,728,502 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.080598 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $567,370 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,586,718 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.123698 | DistributionYr5Rt |
| Total Distribution | 0.459962 | TotalDistributionRt |
| Average Distribution | 0.091992 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,059,212 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $925,367 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,044 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $931,411 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,935,385 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,044 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,044 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,044 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $15,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $17,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $11,455 | OverpaymentAmt |
| Applied To ES Tax | $6,080 | AppliedToESTaxAmt |
| Refund | $5,375 | RefundAmt |
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 | 5210 E WILLIAMS CIRCLE SUITE 240 | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 857114410 | ZIPCode |
| 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 | 0 | BusinessHoldingsInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GARY MUNSINGER | ||||||||
| 5210 E WILLIAMS CIRCLE SUITE 240 | TUCSON | AZ | 85711 | DIRECTOR/PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER MARTIN | ||||||||
| 5210 E WILLIAMS CIRCLE SUITE 240 | TUCSON | AZ | 85711 | DIRECTOR/TREASURER | 1.00 | $0 | $0 | $0 |
| JOHN SCHAEFER | ||||||||
| 5210 E WILLIAMS CIRCLE SUITE 240 | TUCSON | AZ | 85711 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHAUN KIRKPATRICK | ||||||||
| 5210 E WILLIAMS CIRCLE SUITE 240 | TUCSON | AZ | 85711 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LYLE BOOTMAN | ||||||||
| 5210 E WILLIAMS CIRCLE SUITE 240 | TUCSON | AZ | 85711 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| REBECCA BUESCHER | ||||||||
| 5210 E WILLIAMS CIRCLE SUITE 240 | TUCSON | AZ | 85711 | SECRETARY | 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 | $10,142,091 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,307 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,212,398 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,212,398 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $153,186 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,059,212 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $502,961 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $502,961 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,044 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,044 | TotalTaxAmt |
| Distributable Before Adj | $496,917 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $496,917 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $496,917 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,935,385 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,935,385 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,044 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,929,341 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $496,917 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $341,710 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $116,011 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $171,677 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $621,465 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,250,863 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,935,385 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $496,917 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,438,468 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,689,331 | 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 | $341,710 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,347,621 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $116,011 | ExcessFromYear4Amt |
| Excess From Year2 | $171,677 | ExcessFromYear2Amt |
| Excess From Year1 | $621,465 | ExcessFromYear1Amt |
| Excess From Current Year | $1,438,468 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN DIABETES ASSOCIATION | ||||||
| 3400 E SPEEDWAY SUITE 108 | TUCSON | AZ | 85716 | 501(C)(3) | TOUR DE CURE 2013 SPONSOR | $5,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||
| 4560 E BROADWAY BLVD STE 101 | TUCSON | AZ | 857114410 | 501(C)(3) | THE GREEN TIE GALA FUNDRAISER | $1,840 |
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||
| 1111 N CHERRY AVENUE | TUCSON | AZ | 857210109 | 501(C)(3) | WELCOME BACK ACTIVITIES FOR COP DEVICE TO ASSIST PEOPLE WITH TREMORS | $1,000 |
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||
| 1111 N CHERRY AVENUE | TUCSON | AZ | 857210109 | 501(C)(3) | KEYS HIGH SCHOOL SUMMER INTERNSHIP PROGRAM | $15,000 |
| UMC FOUNDATION | ||||||
| 1501 N CAMPBELL AVE 245040 | TUCSON | AZ | 85724 | 501(C)(3) | DIAMOND CHILDREN HOSPITAL CHARITY EVENT | $1,000 |
| WEST POINT PARENTS CLUB OF SOUTHERN ARIZONA | ||||||
| 11811 DRAGOON SPRINGS DRIVE | ORO VALLEY | AZ | 85737 | 501(C)(3) | FUND RAISER GOLF TOURNAMENT | $1,000 |
| UNIVERSITY OF ARIZONA WEAVER SCHOLARSHIP ENDOWMENT | ||||||
| 1111 N CHERRY AVENUE | TUCSON | AZ | 857210109 | 501(C)(3) | SCHOLARSHIP PROGRAM | $320,000 |
| UCLA BIOENGINEERING PROGRAM | ||||||
| 420 WESTWOOD PLAZA ROOM 5121 | LOS ANGELES | CA | 900951600 | 501(C)(3) | RESEARCH | $88,000 |
| RESEARCH CORPORATION FOR SCIENCE ADVANCEMENT | ||||||
| 4703 E CAMP LOWELL DRIVE SUITE 201 | TUCSON | AZ | 85712 | 501(C)(3) | INNOVATION IN SCIENCE | $200,000 |
| STANFORD UNIVERSITY BIODESIGN | ||||||
| 318 CAMPUS DRIVE ROOM E-100D | STANFORD | CA | 943055428 | 501(C)(3) | DEVELOPMENT PROGRAM (PAID IN CY, APPROVED IN PY) | $100,000 |
| STANFORD UNIVERSITYBIODESIGN SPECIALTY INNOVATION AWARD | ||||||
| 318 CAMPUS DRIVE ROOM E100 | STANFORD | CA | 943055428 | 501(C)(3) | BIODESIGN SPECIALTY INNOVATION AWARD (PAID IN CY, APPROVED IN PY) | $200,000 |
| RESEARCH CORPORATION FOR SCIENCE ADVANCEMENT | ||||||
| 4703 E CAMP LOWELL DRIVE SUITE 201 | TUCSON | AZ | 85712 | 501(C)(3) | AWARD FOR INNOVATION IN SCIENCE (PAID IN CY, APPROVED IN PY) | $250,000 |
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||
| 1111 N CHERRY AVENUE | TUCSON | AZ | 857210109 | 501(C)(3) | GIFT (PAID IN CY, APPROVED IN PY) | $750,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,932,840 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UCLA BIOENGINEERING PROGRAM | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 WESTWOOD PLAZA ROOM 5121 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900951600 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | RESEARCH | GrantOrContributionPurposeTxt |
| Amt | $176,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $176,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $145,262 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $476,127 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $621,389 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $621,389 | 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 | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5210 EAST WILLIAMS CIRCLE SUITE 240 | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 857114400 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,654,552 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS PUBLIC TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $2,654,552 | FairMarketValueAmt |
| Received | 2014-01-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & ACCOUNTING FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,875 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $10,018,511 | EOYBookValueAmt |
| EOYFMV | $10,018,511 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAXES PAID | Description |
| Amount | $3,676 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PORTFOLIO MANAGEMENT FEES | $9,342 | $9,342 | $0 |
| BANK ACCOUNT CHARGES | $511 | $511 | $0 |
| OTHER | $670 | $0 | $670 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS ON INVESTMENTS CARRIED AT FMV | Description |
| Amount | $1,075,002 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $6,509 | Amt |
| Net Investment Income | $6,509 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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