2014-08-15T15:24:05-05:00 2013-12-31 860575644 SIDNEY LEX FELKER 7440 N ORACLE BLDG 2 TUCSON AZ 857047376 990PF 2013-01-01 860767197 THE KAI FAMILY FOUNDATION CO SIDNEY LEX FELKER KAIF 5207420440 7440 N ORACLE RD BUILDING 2 TUCSON AZ 85704 SIDNEY LEX FELKER TRUSTEE 5207420440 2014-08-18 1 P01461279 5207420440 2014-08-18 2013 2015-12-30 17:16:21Z X 1765419 X 92250 39646 39646 19551 19551 19551 1196 1196 152643 60393 8973 4486 4487 69 69 0 1530 1530 0 84 84 0 10656 6169 4487 152340 152340 162996 6169 156827 -10353 54224 9182 89139 89139 148277 173 173 173 1321048 1648034 1648034 27600 27600 27600 27600 1299 473 473 1507406 1765419 1765419 119304 387670 119304 387670 X 1737175 1737175 18194 18194 -367267 -377620 1388102 1377749 1507406 1765419 1388102 -10353 0 1377749 0 1377749 CAPITAL GAINS DIVIDENDS P 19551 19551 19551 19551 0 34214 1432682 0.023881 13828 1367710 0.010110 78743 1289775 0.061052 21958 1188773 0.018471 107793 1529661 0.070469 0.183983 0.036797 1598180 58808 542 59350 156827 X 542 0 542 0 542 473 70 543 1 0 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 1 0 0 1 N/A SIDNEY LEX FELKER 5207420440 7440 N ORACLE RD BUILDING 2 TUCSON AZ 85704 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 8973 0 0 NONE 0 NONE 0 0 1492832 128869 817 1622518 0 0 1622518 24338 1598180 79909 79909 542 542 79367 0 79367 0 79367 156827 0 156827 542 156285 79367 58627 0 0 156827 58627 0 0 79367 18833 0 0 18833 0 0 0 0 0 0 0 18833 18833 KAI FAMILY FOUNDATION CO SIDNEY LEX 7440 N ORACLE RD 2 TUCSON AZ 85704 5207420440 SLFELKER@SLFPC.COM SHORT WRITTEN NARRATIVE WITH COPY OF IRS EXEMPTION LETTER OCTOBER 31, FOR FOUNDATION YEAR ENDING SUCCEEDING DECEMBER 31 PREFERENCE GIVEN TO EXEMPT ORGANIZATIONS IN TUCSON, PIMA COUNTY, ARIZONA CARING MINISTRIES 820 W CALLE SUR TUCSON AZ 85705 NONE PUBLIC PUBLIC CHARITY 3000 CASAS CHRISTIAN SCHOOL 10801 N LA CHOLLA TUCSON AZ 85742 NONE PUBLIC PUBLIC EDUCATION 3090 CHINESE CULTURAL CENTER 1288 W RIVER RD TUCSON AZ 85704 NONE PUBLIC PUBLIC CULTURAL 4000 COMPASS HEALTHCARE FOR AMADO YOUTH CENTER 2475 N JACKRABBIT AVE TUCSON AZ 85745 NONE PUBLIC PUBLIC ASSISTANCE 2000 INTERFAITH COMMUNITY SERVICES 2820 W INA ROAD TUCSON AZ 85741 NONE PUBLIC PUBLIC RELIGIOUS 2000 LITERACY CONNECTS 2850 E SPEEDWAY TUCSON AZ 85716 NONE PUBLIC PUBLIC EDUCATION 2000 OPEN DOORS COMMUNITY SCHOOL 13644 N SANDARIO RD MARANA AZ 85653 NONE PUBLIC PUBLIC ASSISTANCE 15000 PAN ASIAN COMMUNITY ALLIANCE 940 S CRAYCROFT TUCSON AZ 85711 NONE PUBLIC PUBLIC CHARITY 1000 SCOTTSDALE BIBLE CHURCH 820 W CALLE SUR SCOTTSDALE AZ 85260 NONE PUBLIC PUBLIC RELIGIOUS 1000 ST AUGUSTINE CATHEDRAL PARISH TUCSON AZ 192 S STONE TUCSON AZ 85701 NONE PUBLIC PUBLIC RELIGIOUS 2500 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. 92250 TUCSON YOUTH DEVELOPMENT 1901 N STONE TUCSON AZ 85705 NONE PUBLIC PUBLIC ASSISTANCE 2000 U OF A PRESENTS - UNIVERSITY OF ARIZONA PO BOX 210158 TUCSON AZ 85721 NONE PUBLIC PUBLIC CULTURAL 22500 152340 0 14 39646 15 1196 14 19551 0 60393 0 60393 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. 0 0 0 0 0 0 0 0 0 0 X X 1 THE KAI TRUST UAD DECEMBER 29 1980 7440 N ORACLE RD 2 TUCSON AZ 85704 92250 X 1 UNDIVIDED 51.25% INTEREST IN APPROXX 30 ACRES OF REAL PROPERTY 92250 2013-05-23 L 1,(C) AMOUNT TO FIRM OF MANAGING DIRECTOR FOR ACTTG & ADMINIST COSTS 990-PF, PART VIII, L1C, 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. CHARLES SCHWAB-SECURITIES 1648034 1648034 ESTIMATED TAXES PAID 1299 473 473 BANK CHARGES & MISC 84 84 0 EL PASO ROYALTIES 1196 1196 1196 UNREALIZED GAIN ON ASSETS 119304 387670 THE KAI TRUST 7440 N ORACLE RD 2 TUCSON AZ 85704 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