ALLYN FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ALLYN FAMILY FOUNDATION (EIN 86-6296683)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-03
- IRS object ID
- 201221249349100717
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-03T18:33:50-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHRYN A BRADLEY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14301 NORTH 87TH STREET SUITE 208 | AddressLine1 |
| City | SCOTTSDALE | City |
| State | AZ | State |
| ZIP Code | 85260 | 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 | 866296683 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLYN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALLY | NameControl |
| Phone | 4809487745 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14301 N 87TH STREET | AddressLine1 |
| City | SCOTTSDALE | City |
| State | AZ | State |
| ZIP Code | 85260 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY LOUISE SUNDERLAND | Name |
| Title | TRUSTEE | Title |
| Phone | 4809487745 | Phone |
| Date Signed | 2012-04-05 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHRYN A BRADLEY | Name |
| Phone | 4805843517 | Phone |
| Date Prepared | 2012-05-03 | 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 | 918649 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 12 | InterestOnSavingsRevAndExpnss |
| Dividends Rev And Expnss | 36053 | DividendsRevAndExpnss |
| Capital Gain Net Incm Net Invst Incm | 88621 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 3948 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 88761 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 124826 | TotalRevenueAndExpenses |
| Total Net Investment Income | 88621 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 3948 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 2163 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 2163 | LegalFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 11819 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 5722 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 6097 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 789 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 399 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 14771 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8284 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 6097 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 49000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 49000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 63771 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8284 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 55097 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 61055 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 80337 | NetInvestmentIncome |
| Adjusted Net Income | 3948 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 23254 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 40853 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 40853 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 99076 | InvestmentsGovtObligBOY |
| Investments Corp Stock BOY | 292984 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 474871 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 732667 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 175778 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 100778 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 106965 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 11439 | InvestmentsOtherBOY |
| Investments Other EOY | 47101 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 38042 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 139 | OtherAssetsBOY |
| Other Assets EOY | 122 | OtherAssetsEOY |
| Other Assets EOYFMV | 122 | OtherAssetsEOYFMV |
| Total Assets BOY | 602670 | TotalAssetsBOY |
| Total Assets EOY | 663725 | TotalAssetsEOY |
| Total Assets EOYFMV | 918649 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 577184 | CapitalStockBOY |
| Capital Stock EOY | 577184 | CapitalStockEOY |
| Retained Earnings BOY | 25486 | RetainedEarningsBOY |
| Retained Earnings EOY | 86541 | RetainedEarningsEOY |
| Total Net Assets BOY | 602670 | TotalNetAssetsBOY |
| Total Net Assets EOY | 663725 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 602670 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 663725 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 602670 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 61055 | ExcessOfRevenueOverExpenses |
| Subtotal | 663725 | Subtotal |
| Total Net Assets Fund Balances EOY | 663725 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (30 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | DepreciationDepreciation | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | FMV As Of123169FMVAsOf123169 | Adjusted Basis As Of123169AdjustedBasisAsOf123169 | Excess Of FMV Over Adjusted BasisExcessOfFMVOverAdjustedBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FNMA | P | 2006-09-18 | 2011-01-13 | 57228 | 0 | 50166 | 7062 | 0 | 0 | 0 | 7062 |
| US TREASURY NOTE | P | 2005-04-22 | 2011-01-13 | 54957 | 0 | 48910 | 6047 | 0 | 0 | 0 | 6047 |
| BANK OF AMERICA | P | 2003-02-11 | 2011-01-13 | 5936 | 0 | 13740 | -7804 | 0 | 0 | 0 | -7804 |
| BOSTON PROPERTIES | P | 2004-04-29 | 2011-01-13 | 21662 | 0 | 11441 | 10221 | 0 | 0 | 0 | 10221 |
| CITIGROUP INC | P | 1999-01-27 | 2011-01-13 | 3289 | 0 | 15614 | -12325 | 0 | 0 | 0 | -12325 |
| DODGE & COX | P | 2007-08-17 | 2011-01-18 | 80897 | 0 | 100000 | -19103 | 0 | 0 | 0 | -19103 |
| SYSCO CORP | P | 1997-01-16 | 2011-01-13 | 19734 | 0 | 5313 | 14421 | 0 | 0 | 0 | 14421 |
| PEPSICO | P | 1991-10-28 | 2011-01-13 | 16743 | 0 | 3246 | 13497 | 0 | 0 | 0 | 13497 |
| PROCTOR & GAMBLE CO | P | 1974-11-21 | 2011-01-13 | 29403 | 0 | 1122 | 28281 | 0 | 0 | 0 | 28281 |
| INTEL CORP | P | 1994-09-01 | 2011-01-13 | 9969 | 0 | 1902 | 8067 | 0 | 0 | 0 | 8067 |
| MICROSOFT CORP | P | 1993-02-26 | 2011-01-13 | 20416 | 0 | 1818 | 18598 | 0 | 0 | 0 | 18598 |
| MEDTRONIC | P | 2002-10-21 | 2011-05-12 | 11693 | 0 | 12533 | -840 | 0 | 0 | 0 | -840 |
| SYSCO CORP | P | 1997-01-16 | 2011-05-12 | 20273 | 0 | 5313 | 14960 | 0 | 0 | 0 | 14960 |
| ALLSTATE CORP | P | 2003-02-11 | 2011-10-26 | 4524 | 0 | 5459 | -935 | 0 | 0 | 0 | -935 |
| COMCAST CORP | P | 2005-08-09 | 2011-10-26 | 2396 | 0 | 2089 | 307 | 0 | 0 | 0 | 307 |
| EMERSON ELECTRIC | P | 1988-05-20 | 2011-10-26 | 738 | 0 | 121 | 617 | 0 | 0 | 0 | 617 |
| GENERAL ELECTRIC | P | 1988-04-15 | 2011-10-26 | 551 | 0 | 113 | 438 | 0 | 0 | 0 | 438 |
| PFIZER | P | 2009-10-16 | 2011-10-26 | 3648 | 0 | 3363 | 285 | 0 | 0 | 0 | 285 |
| TARGET CORP | P | 2003-08-20 | 2011-10-26 | 5992 | 0 | 4269 | 1723 | 0 | 0 | 0 | 1723 |
| UNITED TECHNOLOGIES CORP | P | 2003-08-20 | 2011-10-26 | 1502 | 0 | 785 | 717 | 0 | 0 | 0 | 717 |
| VERIZON COMMUNICATIONS | P | 2004-04-29 | 2011-10-26 | 7272 | 0 | 6833 | 439 | 0 | 0 | 0 | 439 |
| TEMPLETON GLOBAL BOND | P | 2010-06-14 | 2011-01-18 | 38941 | 0 | 37500 | 1441 | 0 | 0 | 0 | 1441 |
| EATON VANCE FLOATING RATE | P | 2010-06-14 | 2011-01-18 | 39191 | 0 | 37497 | 1694 | 0 | 0 | 0 | 1694 |
| VANGUARD MSCI EAFE | P | 2011-01-13 | 2011-05-12 | 9872 | 0 | 9597 | 275 | 0 | 0 | 0 | 275 |
| VANGUARD SMALL CAP VIPER | P | 2011-01-13 | 2011-05-12 | 11824 | 0 | 11172 | 652 | 0 | 0 | 0 | 652 |
| PIMCO FOREIGN BOND | P | 2011-01-13 | 2011-10-26 | 8000 | 0 | 7319 | 681 | 0 | 0 | 0 | 681 |
| WF ADV ULTR SHORT | P | 2011-05-12 | 2011-10-26 | 5000 | 0 | 5041 | -41 | 0 | 0 | 0 | -41 |
| AMEX FINANCIAL SELECT | P | 2011-01-13 | 2011-10-26 | 3511 | 0 | 4463 | -952 | 0 | 0 | 0 | -952 |
| VANGUARD REIT VIPER | P | 2011-01-13 | 2011-10-26 | 1389 | 0 | 1234 | 155 | 0 | 0 | 0 | 155 |
| VANGUARD BD INDEX | P | 2011-05-12 | 2011-10-26 | 6501 | 0 | 6458 | 43 | 0 | 0 | 0 | 43 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 88621 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 3948 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 50594 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 939866 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.053831 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 51535 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 867268 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.059422 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 54545 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1051286 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.051884 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 52734 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1206574 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.043706 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 54212 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1127868 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.048066 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.256909 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051382 | AverageDistributionRatio |
| Net Noncharitable Assets | 967220 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 49698 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 803 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 50501 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 55097 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 803 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 803 | Subtotal |
| Tax Based On Investment Income | 803 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 400 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 400 | TotalCreditsAndPayments |
| Tax Paid Original Return | 400 | TaxPaidOriginalReturn |
| Tax Due | 403 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | AZ | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | www.allynfamily.org | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHRYN A BRADLEY PC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4805843517 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14301 N 87TH ST SUITE 208 | AddressLine1 |
| City | SCOTTSDALE | City |
| State | AZ | State |
| ZIP Code | 852603692 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 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 |
|---|---|---|---|---|---|---|---|---|
| MARY LOUISE SUNDERLAND | ||||||||
| 5434 E LINCOLN DR 63 | PARADISE VALLEY | AZ | 85263 | Trustee | 1.00 | 0 | 0 | 0 |
| LOUISE A SUNDERLAND | ||||||||
| 2226 CHESTNUT | WILMETTE | IL | 60091 | Trustee | 1.00 | 0 | 0 | 0 |
| ANNE R SUNDERLAND | ||||||||
| 2449 W DRY CANYON PLACE | ORO VALLEY | AZ | 85742 | Trustee | 1.00 | 0 | 0 | 0 |
| MARY C SUNDERLAND | ||||||||
| 11 MAPLE ROAD | CHATHAM | NJ | 07928 | Trustee | 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 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 955950 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 25999 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 981949 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 981949 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14729 | CashDeemedCharitable |
| Net Noncharitable Assets | 967220 | NetNoncharitableAssets |
| Minimum Investment Return | 48361 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 48361 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 803 | TaxBasedOnInvestmentIncome |
| Total Tax | 803 | TotalTax |
| Distributable Amount Before Adj | 47558 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 47558 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 47558 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 55097 | ExpensesAndContributions |
| Qualifying Distributions | 55097 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 803 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 54294 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 47558 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year1 | 31253 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 31253 | TotalExcessDistriCarryover |
| Qualifying Distributions | 55097 | QualifyingDistributions |
| Applied To Current Year | 16305 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 38792 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 31253 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 31253 | ExcessDistriCyovAppliedCY |
| Total Corpus | 38792 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 38792 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 38792 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ALLYN FAMILY FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14301 N 87TH STREET SUITE 208 | AddressLine1 |
| City | SCOTTSDALE | City |
| State | AZ | State |
| ZIP Code | 85260 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4805843517 | RecipientPhoneNumber |
| Form And Info And Materials | SEE DETAILS IN WEBSITE, WWW.ALLYNFAMILY.ORG | FormAndInfoAndMaterials |
| Submission Deadlines | JUNE 30 OF EACH YEAR | SubmissionDeadlines |
| Restrictions On Awards | GRANTS ARE LIMITED TO $5,000 AND PRIORITY WILL BE GIVEN TO GRANTS FROM MARICOPA COUNTY, AZ, COOK COUNTY, IL AND MORRIS COUNTY, NJ. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (26 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| CASA DE LOS NINOS | ||||||
| 1101 N 4TH AVE | TUCSON | AZ | 85705 | PUBLIC | Children | $2,000 |
| COLUMBIA UNIVERSITY | ||||||
| W 116TH BROADWAY | NEW YORK | NY | 10027 | PUBLIC | Educational | $1,000 |
| CRISIS NURSERY | ||||||
| 2334 E POLK STREEET | PHOENIX | AZ | 85006 | PUBLIC | Chidren | $2,000 |
| FAMILY SERVICES OF MORRIS COUNTY NJ | ||||||
| 62 ELM ST | MORRISTOWN | NJ | 07960 | PUBLIC | FamilyServices | $2,500 |
| GILL STBERNARD'S SCHOOL | ||||||
| ST BERNARDS ROAD BOX 604 | GLADSTONE | NJ | 07934 | PUBLIC | Educational | $2,500 |
| GRACE EPISCOPAL CHURCH | ||||||
| 924 LAKE SREET | OAK PARK | IL | 60301 | PUBLIC | Religious | $500 |
| KUAZ FMAM | ||||||
| 1423 E UNIVERSITY BLVD | TUCSON | AZ | 85721 | PUBLIC | Public Broadcasting | $3,000 |
| LITERATURE FOR US ALL | ||||||
| 2010 DEWEY AVENUE | EVANSTON | IL | 60201 | PUBLIC | Educational | $1,000 |
| NORTHLIGHT THEATER | ||||||
| 9501 N SKOKIE BLVD | SKOKIE | IL | 60076 | PUBLIC | Fine Arts | $1,000 |
| NORTHWESTERN UNIVERSITY | ||||||
| 633 CLARK ST | EVANSTON | IL | 60076 | PUBLIC | Educational | $2,000 |
| PLANNED PARENTHOOD | ||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | PUBLIC | MedicalEducational | $2,000 |
| ROSIE'S HOUSE | ||||||
| 527 W PIMA | PHOENIX | AZ | 85003 | PUBLIC | Fine Arts/Children | $1,500 |
| STANFORD UNIVERSITY | ||||||
| 559 NATHAN ABBOTT WAY | PALO ALTO | CA | 94305 | PUBLIC | Educational | $1,000 |
| STRING SOUNDS | ||||||
| 3944 E OAK | PHOENIX | AZ | 85008 | PUBLIC | Fine Arts/Children | $3,000 |
| NEW FOUNDATION | ||||||
| 1200 N 77TH STREET | SCOTTSDALE | AZ | 85257 | PUBLIC | CHILDREN | $1,000 |
| THE PRIMAVERA FOUNDATION | ||||||
| 702 SOUTH 6TH AVE | TUCSON | AZ | 85701 | PUBLIC | CommunityOutreach | $2,500 |
| TU NIDITO CENTER CHILDREN AND FAMILY | ||||||
| 3922 N MOUNTAIN AVE | TUCSON | AZ | 85719 | PUBLIC | FamilyServices | $2,000 |
| VASSAR COLLEGE | ||||||
| 124 RAYMOND AVE | POUGHKEEPSIE | NY | 12601 | PUBLIC | Educational | $1,000 |
| WINDSOR SCHOOL | ||||||
| PILGRIM ROAD | BOSTON | MA | 02215 | PUBLIC | Educational | $6,500 |
| YWCA EVANSTON | ||||||
| 1000 GROVE ST | EVANSTON | IL | 60201 | PUBLIC | CommunityServices | $1,000 |
| YOUTH ORGANIZATION UMBRELLA INC | ||||||
| 1027 SHERMAN AVENUE | EVANSTON | IL | 60202 | PUBLIC | YouthOutreach | $1,000 |
| FLORENCE CRITTENDON | ||||||
| 715 W MARIPOSA | PHOENIX | AZ | 85013 | PUBLIC | At RiskYoung Women | $2,000 |
| ARIZONA CHILDREN'S ASSOCIATION | ||||||
| 2700 S 8TH AVE | TUCSON | AZ | 85713 | PUBLIC | Children | $1,000 |
| EMERGE CENTER | ||||||
| 2545 E ADAMS | TUCSON | AZ | 85716 | PUBLIC | Domestic Violence | $2,000 |
| HOMELESS SOLUTIONS | ||||||
| 6 DUMONT PLACE 3RD FLOOR | MORRISTOWN | NJ | 07960 | PUBLIC | HOMELESS | $2,500 |
| MRS WILSON'S HALFWAY HOUSE | ||||||
| PO BOX 9175 | MORRISTOWN | NJ | 07963 | PUBLIC | ADDICTEDWOMEN | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 49000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $36,053 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $88,621 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL GAIN DISTRIBUTIONS | Description |
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $140 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $124,826 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 124826 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ATT 6.7% | 50151 | 55120 |
| CITIGROUP INC 5.3% | 50627 | 51845 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (24 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ALLSTATE CORP | 6422 | 5482 |
| AMERICAN EXPRESS | 777 | 18868 |
| AMEX FINANCIAL SELECT SPDR | 16530 | 13000 |
| CISCO SYSTEMS | 1600 | 21696 |
| COMCAST | 16710 | 18848 |
| EMERSON ELECTRIC | 4899 | 30284 |
| EXXON MOBIL | 1351 | 59332 |
| GENERAL ELECTRIC | 3167 | 17015 |
| INTEL | 6192 | 37103 |
| JOHNSON & JOHNSON | 8913 | 26232 |
| MERCK & CO | 8036 | 16965 |
| MICROSOFT | 4075 | 42185 |
| PEPSICO | 3246 | 16587 |
| PFIZER INC | 5254 | 6492 |
| PIMCO FOREIGN BOND FUND | 32681 | 34122 |
| PROCTOR & GAMBLE | 1122 | 30019 |
| TARGET | 11643 | 15366 |
| UNITED TECHNOLOGIES | 15692 | 29236 |
| VANGUARD BD INDEX | 12128 | 12126 |
| VANGUARD EUROPE PACIFIC | 161111 | 133700 |
| VANGUARD MIDCAP VIPER | 49432 | 46761 |
| VANGUARD SMALL CAP VIPER | 63680 | 59568 |
| VERIZON | 10251 | 12036 |
| WF ADV ULTRA SHORT | 29959 | 29644 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| PIMCO COMMODITY REAL RETURN | 24300 | 16893 |
| SPDR DJ WILSHIRE INTERNATIONAL REAL ESTATE | 11751 | 9549 |
| VANGUARD REIT VIPER | 11050 | 11600 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KATHRYN A. BRADLEY, P.C. LEGAL/TAX PREP | Category |
| Amount | $2,163 | Amount |
| Net Investment Income | 2163 | NetInvestmentIncome |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIVIDENDS RECEIVABLE | Description |
| BOY Book Value | 139 | BOYBookValue |
| EOY Book Value | 122 | EOYBookValue |
| EOYFMV | 122 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIVIDENDS RECEIVABLE | Description |
| BOY Book Value | 139 | BOYBookValue |
| EOY Book Value | 122 | EOYBookValue |
| EOYFMV | 122 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIVIDENDS RECEIVABLE | Description |
| BOY Book Value | 139 | BOYBookValue |
| EOY Book Value | 122 | EOYBookValue |
| EOYFMV | 122 | EOYFMV |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| CAPITAL GAINS-Line 7 | 88621 |
| CAPITAL GAINS DISTRIBUTIONS | 140 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Wells Fargo Investment advisory | $11,444 | 5722 | 5722 |
| Laura's Ink Secretarial/Grant Request Analysis | $375 | 375 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAX PAID | $399 | 399 |
| FEDERAL EXCISE TAX | $390 |
Comments