MARCO FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MARCO FOUNDATION (EIN 86-0969412)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-12
- IRS object ID
- 201432249349100333
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-12T14:27:42-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860133881 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY & HORNE LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2055 E WARNER RD STE 101 | AddressLine1 |
| City | TEMPE | City |
| State | AZ | State |
| ZIP Code | 85284 | 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 | 860969412 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCO FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 4803677367 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4431 E SUNSET DRIVE | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85028 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK N SKLAR | PersonNm |
| Person Title | DIRECTOR/PRESIDENT | PersonTitleTxt |
| Phone | 4803677367 | PhoneNum |
| Signature | 2014-08-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COLETTE KAMPS CPA | PreparerPersonNm |
| PTIN | P00367616 | PTIN |
| Phone | 4808394900 | PhoneNum |
| Preparation | 2014-08-06 | 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 | $13,378,977 | 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 |
| Dividends Rev And Expnss | $280,376 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $280,376 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $840,556 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,379,555 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $840,556 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $18,081 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18,081 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,139,013 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,139,013 | 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 |
| Legal Fees Rev And Expnss | $2,920 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,765 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,765 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $141,349 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $141,349 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,356 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,243 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $163,390 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $156,357 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $683,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $683,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $846,390 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $156,357 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $683,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $292,623 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $982,656 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $333,375 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $224,768 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $224,768 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $279,964 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $279,964 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $279,964 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,143,279 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,006,286 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,006,286 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,064,287 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,908,924 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,908,924 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,961,335 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,795,789 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,795,789 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $128,008 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $163,246 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $163,246 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,630,284 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,378,977 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,378,977 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,630,284 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,378,977 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,630,284 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,378,977 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,630,284 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,378,977 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,630,284 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $292,623 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,456,070 | OtherIncreasesAmt |
| Subtotal | $13,378,977 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,378,977 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $5,256,904 | $4,538,999 | $717,905 | $717,905 |
| SMS FINANCIAL VARIOUS K-1S | P | $122,651 | $122,651 | $122,651 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $840,556 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $567,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,228,292 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050520 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $706,027 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,287,517 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062549 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $748,578 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,484,483 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071399 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $539,164 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,257,303 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058242 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $544,675 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,302,697 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.086419 | DistributionYr5Rt |
| Total Distribution | 0.329129 | TotalDistributionRt |
| Average Distribution | 0.065826 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,034,337 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $792,172 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,827 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $801,999 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $683,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,653 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,653 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,653 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $241 | EsPenaltyAmt |
| Tax Due | $19,894 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARK N SKLAR | IndividualWithBooksNm |
| Phone | 4803677367 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4431 E SUNSET DR | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85028 | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARK N SKLAR | ||||||||
| 4431 E SUNSET DR | PHOENIX | AZ | 85028 | DIRECTOR/PRES | 1.00 | $0 | $0 | $0 |
| JO ANN SKLAR | ||||||||
| 4431 E SUNSET DR | PHOENIX | AZ | 85028 | DIRECTOR/V.P. & 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 | $11,792,902 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $279,072 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $145,627 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,217,601 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,217,601 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $183,264 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,034,337 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $601,717 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $601,717 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,653 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,653 | TotalTaxAmt |
| Distributable Before Adj | $582,064 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $582,064 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $582,064 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $683,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $683,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $683,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $582,064 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $233,198 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $77,795 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $238,198 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $156,497 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,575 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $722,263 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $683,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $582,064 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $100,936 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $823,199 | 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 | $233,198 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $590,001 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $77,795 | ExcessFromYear4Amt |
| Excess From Year3 | $238,198 | ExcessFromYear3Amt |
| Excess From Year2 | $156,497 | ExcessFromYear2Amt |
| Excess From Year1 | $16,575 | ExcessFromYear1Amt |
| Excess From Current Year | $100,936 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2000-01-25 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK N SKLAR | ContributingManagerNm |
| Contributing Manager | JO ANN SKLAR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARK N SKLAR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4431 E SUNSET DR | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85028 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4803677367 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING BY QUALIF ORG UNDER SEC 501(C)(3) IRC. STATE REQUEST & PURPOSE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS QUALIFIED UNDER SEC 501(C)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 100 CLUB OF ARIZONA | |||||||
| 5033 N 19TH AVE 123 | PHOENIX | AZ | 85015 | NONE | PUBLIC CHARITY | GENERAL OPERATIONAL SUPPORT | $5,000 |
| ARIZONA COMMUNITY FOUNDATION | |||||||
| 2201 E CAMELBACK ROAD SUITE 405B | PHOENIX | AZ | 85016 | NONE | PUBLIC CHARITY | GENERAL OPERATIONAL SUPPORT | $20,000 |
| BALLET ARIZONA | |||||||
| 2835 E WASHINGTON ST | PHOENIX | AZ | 85034 | NONE | PUBLIC CHARITY | GENERAL OPERATIONAL SUPPORT | $25,000 |
| BANNER ALZHEIMERS INSTITUTE | |||||||
| 901 EAST WILLETTA 3RD FLOOR | PHOENIX | AZ | 85006 | NONE | PUBLIC CHARITY | CAPITAL CAMPAIGN | $120,000 |
| DESERT BOTANICAL GARDEN | |||||||
| 1201 N GALVIN PKWY | PHOENIX | AZ | 85008 | NONE | PUBLIC CHARITY | GENERAL OPERATIONAL SUPPORT | $125,000 |
| DONORS CHOOSE | |||||||
| 213 WEST 35TH STREET 2ND FL EAST | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL OPERATIONAL SUPPORT | $10,000 |
| FIRST PLACE | |||||||
| PO BOX 22536 | SEATTLE | WA | 98122 | NONE | PUBLIC CHARITY | GENERAL OPERATIONAL SUPPORT | $10,000 |
| HEART OF JESUS RETREAT CENTER - SOCIETY DEVOTED TO THE SACRED HEART | |||||||
| 2927 SOUTH GREENVILLE | SANTA ANA | CA | 92704 | NONE | PUBLIC CHARITY | GENERAL OPERATIONAL SUPPORT | $10,000 |
| J STREET EDUCATION FUND | |||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | NONE | PUBLIC CHARITY | J STREET EDUCATION FUND 501 | $25,000 |
| JEWISH FAMILY & CHILDRENS SERVICE | |||||||
| 4747 N 7TH STREET STE 100 | PHOENIX | AZ | 85014 | NONE | PUBLIC CHARITY | GENERAL OPERATIONAL SUPPORT | $35,000 |
| JEWISH GENETIC DISEASES | |||||||
| 12701 N SCOTTSDALE ROAD SUITE 201 | SCOTTSDALE | AZ | 85254 | NONE | PUBLIC CHARITY | GENERAL OPERATIONAL SUPPORT | $5,000 |
| MAINE ADAPTIVE SPORTS & REC | |||||||
| 8 SUNDANCE LANE | NEWRY | ME | 04261 | NONE | PUBLIC CHARITY | GENERAL OPERATIONAL SUPPORT | $10,000 |
| PARDES JEWISH DAY SCHOOL | |||||||
| 3916 E PARADISE LN | PHOENIX | AZ | 85032 | NONE | PUBLIC CHARITY | GENERAL OPERATIONAL SUPPORT | $12,500 |
| PHOENIX ART MUSEUM | |||||||
| 1625 N CENTRAL AVE | PHOENIX | AZ | 85004 | NONE | PUBLIC CHARITY | GENERAL OPERATIONAL SUPPORT | $10,000 |
| JEWISH COMMUNITY FOUNDATION | |||||||
| 12701 N SCOTTSDALE RD 201 | SCOTTSDALE | AZ | 85254 | NONE | PUBLIC CHARITY | GENERAL OPERATIONAL SUPPORT | $35,000 |
| STEVEN M GOOTTER FOUNDATION | |||||||
| PO BOX 64583 | TUCSON | AZ | 85728 | NONE | PUBLIC CHARITY | GENERAL OPERATIONAL SUPPORT | $20,000 |
| TEAMMATES FOR KIDS FOUNDATION | |||||||
| 1900 WAZEE ST 205 | DENVER | CO | 80202 | NONE | PUBLIC CHARITY | GENERAL OPERATIONAL SUPPORT | $20,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR SUITE 100 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | GENERAL OPERATIONAL SUPPORT | $10,000 |
| THE PJ LIBRARY | |||||||
| 67 HUNT STREET SUITE 100 | AGAWAM | MA | 01001 | NONE | PUBLIC CHARITY | GENERAL OPERATIONAL SUPPORT | $30,000 |
| VALLEY BEIT MIDRASH | |||||||
| 4645 E MARILYN RD | PHOENIX | AZ | 85032 | NONE | PUBLIC CHARITY | GENERAL OPERATIONAL SUPPORT | $15,000 |
| WHISPERING HOPE RANCH FOUNDATION | |||||||
| 9045 E PIMA CENTER PARKWAY | SCOTTSDALE | AZ | 85258 | NONE | PUBLIC CHARITY | GENERAL OPERATIONAL SUPPORT | $108,000 |
| YOUTH CHAMPIONS CHARITY | |||||||
| 870 CENTER ST | OREM | UT | 84057 | NONE | PUBLIC CHARITY | GENERAL OPERATIONAL SUPPORT | $22,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $683,000 | 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 | $280,232 | ExclusionAmt |
| Related Or Exempt Function Incm | $144 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $18,081 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $840,556 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $280,232 | ExclusionAmt |
| Related Or Exempt Function Incm | $858,781 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,139,013 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | ALL | LineNumberTxt |
| Relationship Statement | SUPPORT EXEMPT PURPOSE | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,765 | Amt |
| Net Investment Income | $8,765 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,795,789 | EOYBookValueAmt |
| EOYFMV | $1,795,789 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $9,908,924 | EOYBookValueAmt |
| EOYFMV | $9,908,924 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $979,853 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $979,853 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $26,433 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $26,433 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SMS FINANCIAL XVIII LLC | FMV | $83 | $83 |
| SMS FINANCIAL XXIII LLC | FMV | $4,113 | $4,113 |
| SMS FINANCIAL XXII LLC | FMV | $455 | $455 |
| SMS FINANCIAL XIX LLC | FMV | $273 | $273 |
| SMS FINANCIAL XXIV LLC | FMV | $563 | $563 |
| SMS FINANCIAL XXV LLC | FMV | $135 | $135 |
| HZAZ FUNDING, LLC | FMV | $157,624 | $157,624 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,920 | LegalFeesAmt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 ORDINARY BUSINESS INCOME | $15,453 | $15,453 | $15,453 |
| K-1 NET RENTAL INCOME | $785 | $785 | $785 |
| INTEREST ON LOANS RECEIVABLE | $1,843 | $1,843 | $1,843 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAINS ON INVESTMENTS | $1,370,641 |
| LOAN RECEIVABLE BALANCE ADJUSTMENT | $85,429 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $141,349 | Amt |
| Net Investment Income | $141,349 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $6,113 | $0 | $0 |
| FOREIGN TAXES | $4,243 | $4,243 | $0 |
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