KAI FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KAI FAMILY FOUNDATION (EIN 86-0767197)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-15
- IRS object ID
- 201402309349100115
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-15T15:24:05-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860575644 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIDNEY LEX FELKER | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7440 N ORACLE BLDG 2 | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 857047376 | 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 | 860767197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KAI FAMILY FOUNDATION CO SIDNEY LEX FELKER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAIF | BusinessNameControlTxt |
| Phone | 5207420440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7440 N ORACLE RD BUILDING 2 | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85704 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIDNEY LEX FELKER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5207420440 | PhoneNum |
| Signature | 2014-08-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01461279 | PTIN |
| Phone | 5207420440 | PhoneNum |
| Preparation | 2014-08-18 | 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 | $1,765,419 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $92,250 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $39,646 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,646 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,551 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,551 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,551 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,196 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,196 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $152,643 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $60,393 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,973 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,486 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,487 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $69 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $69 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,530 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,530 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $84 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $84 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,656 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,169 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,487 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $152,340 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $152,340 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $162,996 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,169 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $156,827 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,353 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,224 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,182 | CashBOYAmt |
| Cash EOY | $89,139 | CashEOYAmt |
| Cash EOYFMV | $89,139 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $148,277 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl | $173 | AcctRcvblAmt |
| Acct Rcvbl EOY | $173 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $173 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,321,048 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,648,034 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,648,034 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $27,600 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $27,600 | LandBOYAmt |
| Land EOY | $27,600 | LandEOYAmt |
| Land EOYFMV | $27,600 | LandEOYFMVAmt |
| Other Assets BOY | $1,299 | OtherAssetsBOYAmt |
| Other Assets EOY | $473 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $473 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,507,406 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,765,419 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,765,419 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $119,304 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $387,670 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $119,304 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $387,670 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,737,175 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,737,175 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $18,194 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $18,194 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$367,267 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$377,620 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,388,102 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,377,749 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,507,406 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,765,419 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,388,102 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,353 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,377,749 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,377,749 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $19,551 | GrossSalesPriceAmt |
| Gain Or Loss | $19,551 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $19,551 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,551 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $34,214 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,432,682 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.023881 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,828 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,367,710 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.010110 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $78,743 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,289,775 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061052 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,958 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,188,773 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.018471 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $107,793 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,529,661 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070469 | DistributionYr5Rt |
| Total Distribution | 0.183983 | TotalDistributionRt |
| Average Distribution | 0.036797 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,598,180 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $58,808 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $542 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $59,350 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $156,827 | 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 | $542 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $542 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $542 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $473 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $70 | AppliedToEsTaxAmt |
| Total Payments And Credits | $543 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIDNEY LEX FELKER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5207420440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7440 N ORACLE RD BUILDING 2 | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85704 | 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 | Yes (1) | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN KAI JR | ||||||||
| 2305 RUTHRAUFF | TUCSON | AZ | 85705 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| HERBERT KAI | ||||||||
| 2305 RUTHRAUFF | TUCSON | AZ | 85705 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SIDNEY LEX FELKER | ||||||||
| 7440 N ORACLE RD BLDG 2 | TUCSON | AZ | 85704 | MANAGING DIRECTOR | 0.75 | $8,973 | $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 | $1,492,832 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $128,869 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $817 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,622,518 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,622,518 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,338 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,598,180 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,909 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,909 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $542 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $542 | TotalTaxAmt |
| Distributable Before Adj | $79,367 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $79,367 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $79,367 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $156,827 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $156,827 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $542 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $156,285 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,367 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $58,627 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $156,827 | QualifyingDistributionsAmt |
| Applied To Year1 | $58,627 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $79,367 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,833 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,833 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,833 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $18,833 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAI FAMILY FOUNDATION CO SIDNEY LEX | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7440 N ORACLE RD 2 | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85704 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5207420440 | RecipientPhoneNum |
| Recipient Email Address | SLFELKER@SLFPC.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | SHORT WRITTEN NARRATIVE WITH COPY OF IRS EXEMPTION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 31, FOR FOUNDATION YEAR ENDING SUCCEEDING DECEMBER 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE GIVEN TO EXEMPT ORGANIZATIONS IN TUCSON, PIMA COUNTY, ARIZONA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARING MINISTRIES | |||||||
| 820 W CALLE SUR | TUCSON | AZ | 85705 | NONE | PUBLIC | PUBLIC CHARITY | $3,000 |
| CASAS CHRISTIAN SCHOOL | |||||||
| 10801 N LA CHOLLA | TUCSON | AZ | 85742 | NONE | PUBLIC | PUBLIC EDUCATION | $3,090 |
| CHINESE CULTURAL CENTER | |||||||
| 1288 W RIVER RD | TUCSON | AZ | 85704 | NONE | PUBLIC | PUBLIC CULTURAL | $4,000 |
| COMPASS HEALTHCARE FOR AMADO YOUTH CENTER | |||||||
| 2475 N JACKRABBIT AVE | TUCSON | AZ | 85745 | NONE | PUBLIC | PUBLIC ASSISTANCE | $2,000 |
| INTERFAITH COMMUNITY SERVICES | |||||||
| 2820 W INA ROAD | TUCSON | AZ | 85741 | NONE | PUBLIC | PUBLIC RELIGIOUS | $2,000 |
| LITERACY CONNECTS | |||||||
| 2850 E SPEEDWAY | TUCSON | AZ | 85716 | NONE | PUBLIC | PUBLIC EDUCATION | $2,000 |
| OPEN DOORS COMMUNITY SCHOOL | |||||||
| 13644 N SANDARIO RD | MARANA | AZ | 85653 | NONE | PUBLIC | PUBLIC ASSISTANCE | $15,000 |
| PAN ASIAN COMMUNITY ALLIANCE | |||||||
| 940 S CRAYCROFT | TUCSON | AZ | 85711 | NONE | PUBLIC | PUBLIC CHARITY | $1,000 |
| SCOTTSDALE BIBLE CHURCH | |||||||
| 820 W CALLE SUR | SCOTTSDALE | AZ | 85260 | NONE | PUBLIC | PUBLIC RELIGIOUS | $1,000 |
| ST AUGUSTINE CATHEDRAL PARISH TUCSON AZ | |||||||
| 192 S STONE | TUCSON | AZ | 85701 | NONE | PUBLIC | PUBLIC RELIGIOUS | $2,500 |
| STATE OF ARIZONA DEPT OF VETERANS SERVICES | |||||||
| 3839 N 3RD ST SUITE 200 | PHOENIX | AZ | 85012 | NONE | GOVERNMENT | THE STATE OF ARIZONA, THROUGH ITS DEPARTMENT OF VETERANS AFFAIRS, REQUESTED DONATION OF THIS 30.60 ACRES OF VACANT LAND, FRONTING, WITH GOOD VISIBLITY, ALONG WEST SIDE OF INTEREST I-10. STATE OF ARIZONA, ALONG WITH PIMA COUNTY, AND TOWN OF MARANA ARE PROCEEDING WITH DEVELOPMENT OF A VETERANS CEMETERY WITH AN OPENING DATE PROJECTED FOR SOMETIME IN 2015-2016.THE VALUE WAS DETERMINED BY MAI APPRISAL. | $92,250 |
| TUCSON YOUTH DEVELOPMENT | |||||||
| 1901 N STONE | TUCSON | AZ | 85705 | NONE | PUBLIC | PUBLIC ASSISTANCE | $2,000 |
| U OF A PRESENTS - UNIVERSITY OF ARIZONA | |||||||
| PO BOX 210158 | TUCSON | AZ | 85721 | NONE | PUBLIC | PUBLIC CULTURAL | $22,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $152,340 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,646 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $1,196 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,551 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $60,393 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,393 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST INCOME PROVIDES FUNDS FOR CHARITABLE PURPOSES |
| 4 | DIVIDEND INCOME PROVIDES FUNDS FOR DISTRIBUTIONS |
| 7 | CAPITALS GAINS PROVIDES FUNDS FOR DISTRIBUTION. |
| 5 | RENTS & ROYALTIES PROVIDE FUNDS FOR DISTRIBUTION. |
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 | THE KAI TRUST UAD DECEMBER 29 1980 | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7440 N ORACLE RD 2 | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85704 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $92,250 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | UNDIVIDED 51.25% INTEREST IN APPROXX 30 ACRES OF REAL PROPERTY | NoncashPropertyDesc |
| Fair Market Value | $92,250 | FairMarketValueAmt |
| Received | 2013-05-23 | ReceivedDt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | L 1,(C) AMOUNT TO FIRM OF MANAGING DIRECTOR FOR ACTTG & ADMINIST COSTS | IdentifierTxt |
| Form And Line Reference | 990-PF, PART VIII, L1C, | FormAndLineReferenceDesc |
| Medium Explanation | REASONABLE PAYMENT FOR ADMINISTRATION, ACCOUNTING AND LEGAL SERVICES NECESSARY TO CARRYOUT THE ORGANIZATION'S EXEMPT PURPOSES COSTS WERE PAID TO FIRM OF MANAGING DIRECTOR FOR THE YEAR. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB-SECURITIES | StockNm |
| EOY Book Value | $1,648,034 | EOYBookValueAmt |
| EOYFMV | $1,648,034 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ESTIMATED TAXES PAID | Desc |
| BOY Book Value | $1,299 | BOYBookValueAmt |
| EOY Book Value | $473 | EOYBookValueAmt |
| EOYFMV | $473 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES & MISC | Desc |
| Revenue And Expenses Per Books | $84 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $84 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EL PASO ROYALTIES | Desc |
| Revenue And Expenses Per Books | $1,196 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,196 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,196 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON ASSETS | Desc |
| BOY Book Value | $119,304 | BOYBookValueAmt |
| EOY Book Value | $387,670 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KAI TRUST | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7440 N ORACLE RD 2 | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85704 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $826 | $826 | $0 |
| PROPERTY TAX | $377 | $377 | $0 |
| STATE TAX | $60 | $60 | $0 |
| FOREIGN TAX | $202 | $202 | $0 |
| SEVERANCE TAX | $65 | $65 | $0 |
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