FREDERICK GARDNER COTTRELL FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FREDERICK GARDNER COTTRELL FOUNDATION (EIN 86-0940147)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201213199349100426
- Schema version
- 2011v1.2
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T09:23:37-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860940147 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREDERICK GARDNER COTTRELL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRED | NameControl |
| Phone | 5207484420 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARY M MUNSINGER | Name |
| Title | TREASURER/DIRECTOR | Title |
| Phone | 5207484420 | Phone |
| Date Signed | 2012-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JON W MITCHELL CPA | Name |
| PTIN | P00022644 | PTIN |
| Phone | 5207903500 | Phone |
| Date Prepared | 2012-11-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 7792868 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2861593 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 96502 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 96502 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -31211 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2650000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 2926884 | TotalRevenueAndExpenses |
| Total Net Investment Income | 96502 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 500 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1500 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2989 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2989 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 5027 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5027 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10016 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8516 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1500 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2710500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 410500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2720516 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8516 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 412000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 206368 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 87986 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 15817 | CashBOY |
| Cash EOY | 12894 | CashEOY |
| Cash EOYFMV | 12894 | CashEOYFMV |
| Accounts Receivable | 2861593 | AccountsReceivable |
| Accounts Receivable BOY | 2190353 | AccountsReceivableBOY |
| Accounts Receivable EOY | 2861593 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 2861593 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 3432977 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4918381 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4918381 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 5639147 | TotalAssetsBOY |
| Total Assets EOY | 7792868 | TotalAssetsEOY |
| Total Assets EOYFMV | 7792868 | TotalAssetsEOYFMV |
| Grants Payable BOY | 200000 | GrantsPayableBOY |
| Grants Payable EOY | 2400000 | GrantsPayableEOY |
| Total Liabilities BOY | 200000 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2400000 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 5439147 | UnrestrictedBOY |
| Unrestricted EOY | 5392868 | UnrestrictedEOY |
| Total Net Assets BOY | 5439147 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5392868 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5639147 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7792868 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5439147 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 206368 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 5645515 | Subtotal |
| Other Decreases | 252647 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5392868 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (18 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired |
|---|---|---|---|---|---|---|---|
| AMERICAN HIGH-INCOME TRUST | P | 2011-03-16 | 2140000 | 2149338 | -9338 | -9338 | |
| AMERICAN HIGH-INCOME TRUST | P | 2011-09-06 | 30000 | 32068 | -2068 | -2068 | |
| CAPITAL CORE BOND FUND | P | 2011-05-20 | 6848 | 6974 | -126 | -126 | |
| EUROPACIFIC GROWTH FUND | P | 2011-09-06 | 100000 | 110280 | -10280 | -10280 | |
| FUNDAMENTAL INVESTORS | P | 2011-09-06 | 50000 | 54840 | -4840 | -4840 | |
| GROWTH FUND OF AMERICA | P | 2011-09-06 | 30000 | 32382 | -2382 | -2382 | |
| NEW PERSPECTIVE FUND | P | 2011-09-06 | 40000 | 43147 | -3147 | -3147 | |
| NEW WORLD FUND | P | 2011-09-06 | 30000 | 31735 | -1735 | -1735 | |
| SMALLCAP WORLD FUND | P | 2011-09-06 | 10000 | 11034 | -1034 | -1034 | |
| CAPITAL CORE BOND FUND | P | 2011-05-20 | 23152 | 22698 | 454 | 454 | 2010-04-13 |
| CAPITAL CORE BOND FUND | P | 2011-09-06 | 110000 | 105465 | 4535 | 4535 | 2010-04-13 |
| EUROPACIFIC GROWTH FUND | P | 2011-05-20 | 12000 | 13134 | -1134 | -1134 | 2008-02-19 |
| FUNDAMENTAL INVESTORS | P | 2011-05-20 | 22000 | 22195 | -195 | -195 | 2008-02-19 |
| GROWTH FUND OF AMERICA | P | 2011-05-20 | 17000 | 16964 | 36 | 36 | 2008-02-19 |
| NEW PERSPECTIVE FUND | P | 2011-05-20 | 17000 | 18048 | -1048 | -1048 | 2008-02-19 |
| NEW WORLD FUND | P | 2011-05-20 | 7000 | 7120 | -120 | -120 | 2008-02-19 |
| SMALLCAP WORLD FUND | P | 2011-05-20 | 5000 | 4643 | 357 | 357 | 2008-02-19 |
| CAPITAL GAINS DIVIDENDS | P | 854 | 854 | 854 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -31211 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 115900 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3230555 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.035876 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 300510 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3728502 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.080598 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 567370 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4586718 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.123698 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 18895 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5742877 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.003290 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 754047 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1083206 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.696125 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.939587 | TotalDistributionRatio |
| Average Distribution Ratio | 0.187917 | AverageDistributionRatio |
| Net Noncharitable Assets | 4841666 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 909831 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 880 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 910711 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 412000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1760 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1760 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1760 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1595 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1595 | TotalCreditsAndPayments |
| Tax Due | 165 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | AZ | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.RCTECH.COM | WebsiteAddress |
| Books In Care Of Person Name | KATHLEEN M HUNTER-GREGORY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5207484420 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | 0 | TrFailToQualifyAsExceptions |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| GARY MUNSINGER | ||||||||
| 5210 E WILLIAMS CIRCLE SUITE 240 | TUCSON | AZ | 85711 | PRESIDENT/DIRECTOR | 1.00 | 0 | 0 | 0 |
| CHRISTOPHER MARTIN | ||||||||
| 5210 E WILLIAMS CIRCLE SUITE 240 | TUCSON | AZ | 85711 | TREASURER/DIRECTOR | 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4901693 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 13704 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4915397 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4915397 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 73731 | CashDeemedCharitable |
| Net Noncharitable Assets | 4841666 | NetNoncharitableAssets |
| Minimum Investment Return | 242083 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 242083 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1760 | TaxBasedOnInvestmentIncome |
| Total Tax | 1760 | TotalTax |
| Distributable Amount Before Adj | 240323 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 240323 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 240323 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 412000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 412000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 412000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 240323 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 702316 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 341710 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 116011 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 1160037 | TotalExcessDistriCarryover |
| Qualifying Distributions | 412000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 240323 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 171677 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1331714 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 702316 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 629398 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 341710 | ExcessFromYear3 |
| Excess From Year2 | 116011 | ExcessFromYear2 |
| Excess From Current Year | 171677 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| UNIVERSITY OF ARIZONASOLAR RESEARCH PROGRAM | ||||||
| 1501 N CAMPBELL AVENUE SUITE 3301 | TUCSON | AZ | 85724 | 501(C)(3) | SUPPORT UA SOLAR ENERGY RESEARCH PROGRAM | $400,000 |
| PIMA COUNCIL ON AGING | ||||||
| 8467 E BROADWAY BLVD | TUCSON | AZ | 85710 | 501(C)(3) | COPPER TABLE SPONSOR 2011 GALA HONORING DR. SCHAEFER | $1,500 |
| HARTWICK COLLEGE SCHOLARSHIP FUND | ||||||
| ONE HARTWICK DRIVE | ONEONTA | NY | 13820 | 501(C)(3) | MEMORIAL CONTRIBUTION FOR JOHN W. JOHNSTONE, JR. | $5,000 |
| SUSTAINABLE SURPLUS EXCHANGE | ||||||
| 453 N DAYSTAR MOUNTAIN DRIVE | TUCSON | AZ | 85745 | 501(C)(3) | SPONSORSHIP OF TUCSON YOUTH EQUESTRIAN TEAM | $1,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||
| 4560 E BROADWAY BLVD STE 214 | TUCSON | AZ | 85711 | 501(C)(3) | FUND-A-CURE | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 410500 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| SET ASIDE FOR FUTURE PAYMENT | ||||||
| 5210 E WILLIAMS CIRCLE SUITE 240 | TUCSON | AZ | 857114410 | 501(C)(3) | BOARD APPROVED AWARDS | $750,000 |
| NATIONAL ACADEMIES INSTITUTE OF MEDICINE | ||||||
| 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | 501(C)(3) | BOARD APPROVED AWARDS | $250,000 |
| STANFORD UNIVERSITY | ||||||
| 701 WELCH ROAD | PALO ALTO | CA | 943041709 | 501(C)(3) | BIODESIGN SPECIALTY INNOVATION AWARD | $1,300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 2300000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $96,502 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$31,211 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $65,291 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 65291 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESEARCH CORPORATION TECHNOLOGIES | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 2861593 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | SECURITIES-INTERNATIONAL GROWTH & INCOME FUND | NoncashPropertyDescription |
| Fair Market Value | 2861593 | FairMarketValue |
| Date Received | 2012-03-12 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,000 | Amount |
| Net Investment Income | 500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1500 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MARKETABLE SECURITIES | NameOfStock |
| EOY Book Value | 4918381 | EOYBookValue |
| EOYFMV | 4918381 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS ON INVESTMENTS CARRIED AT FMV | Description |
| Amount | $252,647 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PORTFOLIO MANAGEMENT FEES | 4604 | 4604 | 0 |
| BANK ACCOUNT CHARGES | 413 | 413 | 0 |
| OTHER | 10 | 10 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $2,989 | Amount |
| Net Investment Income | 2989 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments