Louis Foundation Inc: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- Louis Foundation Inc (EIN 86-0211888)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201101369349102070
- Schema version
- 2010v3.2
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T15:32:30-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Credit Suisse Securities (USA) LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 W Monroe St Suite 4350 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860211888 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS FOUNDATION INC CO HERBERT J LOUIS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOUI | NameControl |
| Phone | 3123456800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5070 N 40TH STREET No 130 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85018 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HERBERT J LOUIS | Name |
| Title | PRESIDENT | Title |
| Phone | 3123456800 | Phone |
| Date Signed | 2011-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Edward J Fellin CPA | Name |
| Phone | 3123456800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 465643 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 207238 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 10 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 10 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 26484 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 26484 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 50464 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 162256 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 50464 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 284196 | TotalRevenueAndExpenses |
| Total Net Investment Income | 76958 | 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 | 3923 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3923 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 687 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 687 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 8717 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 8717 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 13327 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 13327 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 202000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 202000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 215327 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 13327 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 202000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 68869 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 63631 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 17656 | CashBOY |
| Cash EOY | 32300 | CashEOY |
| Cash EOYFMV | 32300 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 10032 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 10043 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 10043 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 320892 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 376300 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 423300 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 348580 | TotalAssetsBOY |
| Total Assets EOY | 418643 | TotalAssetsEOY |
| Total Assets EOYFMV | 465643 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 348580 | CapitalStockBOY |
| Capital Stock EOY | 418643 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 348580 | TotalNetAssetsBOY |
| Total Net Assets EOY | 418643 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 348580 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 418643 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 348580 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 68869 | ExcessOfRevenueOverExpenses |
| Other Increases | 1194 | OtherIncreases |
| Subtotal | 418643 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 418643 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 1876.1 VANGUARD INDEX FDS 500 | P | 1996-08-05 | 2010-05-28 | 15479 | 9568 | 5911 | 5911 |
| 54.35 VANGUARD INDEX FDS 500 | P | 1996-07-05 | 2010-05-28 | 4521 | 2749 | 1772 | 1772 |
| 934.06 VANGUARD INDEX FDS 500 | P | 1996-07-05 | 2010-12-02 | 87092 | 47251 | 39841 | 39841 |
| ISHARES TR LEHMAN | P | 2007-04-30 | 2010-12-02 | 55133 | 52224 | 2909 | 2909 |
| Capital Gains Dividends | P | 31 | 31 | 31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 50464 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 177000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 177945 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.994689 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 174700 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 194529 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.898067 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 176000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 145740 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 1.207630 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 228000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 214619 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 1.062348 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 227007 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 73910 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 3.071398 | DistributionRatioYear5 |
| Total Distribution Ratio | 7.234132 | TotalDistributionRatio |
| Average Distribution Ratio | 1.446826 | AverageDistributionRatio |
| Net Noncharitable Assets | 142048 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 205519 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 636 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 206155 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 202000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1273 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1273 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1273 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 18 | PenaltyForUnderpayment |
| Tax Due | 1291 | 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 | 0 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | HERBERT J LOUIS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6029548897 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5070 N 40TH ST SUITE 130 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85018 | 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 |
| 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| HERBERT J LOUIS | ||||||||
| 7707 N MOUNTAIN VIEW PASS | PARADISE VALLEY | AZ | 85253 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| CARRIE L HULBURD | ||||||||
| 4935 E LAFAYETTE BLVD | PHOENIX | AZ | 85018 | VICE-PRESIDENT | 0.00 | 0 | 0 | 0 |
| JULIE D LOUIS | ||||||||
| 7707 N MOUNTAIN VIEW PASS | PARADISE VALLEY | AZ | 85253 | SEC-TREASURER | 0.00 | 0 | 0 | 0 |
| PHILIP A EDLUND | ||||||||
| 7100 N 46TH PLACE | PARADISE VALLEY | AZ | 85253 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| TIMOTHY C LOUIS | ||||||||
| 4343 E CAMELBACK RD SUITE 210 | PHOENIX | AZ | 85018 | DIRECTOR | 0.00 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 133124 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 11087 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 144211 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 144211 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2163 | CashDeemedCharitable |
| Net Noncharitable Assets | 142048 | NetNoncharitableAssets |
| Minimum Investment Return | 7102 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 7102 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1273 | TaxBasedOnInvestmentIncome |
| Total Tax | 1273 | TotalTax |
| Distributable Amount Before Adj | 5829 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 5829 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 5829 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 202000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 202000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 202000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5829 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 223559 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 217495 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 168871 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 165134 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 168785 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 943844 | TotalExcessDistriCarryover |
| Qualifying Distributions | 202000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 5829 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 196171 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1140015 | 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 | 223559 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 916456 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 217495 | ExcessFromYear4 |
| Excess From Year3 | 168871 | ExcessFromYear3 |
| Excess From Year2 | 165134 | ExcessFromYear2 |
| Excess From Year1 | 168785 | ExcessFromYear1 |
| Excess From Current Year | 196171 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| American Red Cross - Grand Canyon Chapter | |||||||
| 6135 N Black Canyon Hwy | Phoenix | AZ | 850151892 | NONE | OTHER PUBLIC CHARITY | SOCIAL WELFARE | $5,000 |
| Arizona Science Center | |||||||
| 600 East Washington St | Phoenix | AZ | 85004 | NONE | OTHER PUBLIC CHARITY | SCIENTIFIC/NATURE | $5,000 |
| Cable Natural History Museum | |||||||
| PO Box 416 | Cable | WI | 548210416 | NONE | OTHER PUBLIC CHARITY | ARTS/HUMANITIES | $10,000 |
| Crisis Nursery | |||||||
| 2334 E Polk Street | Phoenix | AZ | 85006 | NONE | OTHER PUBLIC CHARITY | SOCIAL WELFARE | $5,000 |
| Deerfield Academy | |||||||
| PO Box 87 | Deerfield | MA | 01342 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL | $10,000 |
| Desert Botanical Gardens | |||||||
| 1201 North Galvin Pkwy | Phoenix | AZ | 85008 | NONE | OTHER PUBLIC CHARITY | SCIENTIFIC/NATURE | $5,000 |
| Habitat for Humanity Central Arizona | |||||||
| PO Box 20186 | Phoenix | AZ | 850360186 | NONE | OTHER PUBLIC CHARITY | SOCIAL WELFARE | $5,000 |
| Health Volunteers Overseas | |||||||
| 1900 L Street NW 310 | Washington | DC | 20036 | NONE | OTHER PUBLIC CHARITY | SOCIAL WELFARE | $5,000 |
| Heifer International | |||||||
| 1 World Avenue | Little Rock | AR | 72202 | NONE | OTHER PUBLIC CHARITY | SCIENTIFIC/NATURE | $5,000 |
| Northwestern Feinberg School of Medicine | |||||||
| 303 E Chicago Ave | Chicago | IL | 60611 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL/MEDICAL | $10,000 |
| Orthopeadic Research & Education Foundation | |||||||
| 6300 N River Rd Ste 700 | Rosemont | IL | 600184261 | NONE | OTHER PUBLIC CHARITY | MEDICAL | $10,000 |
| Phoenix Country Day School | |||||||
| 3901 E Stanford Drive | Paradise Valley | AZ | 85253 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| Phoenix Zoo | |||||||
| 455 North Galvin Pkwy | Phoenix | AZ | 85008 | NONE | OTHER PUBLIC CHARITY | SCIENTIFIC/NATURE | $10,000 |
| Planned Parenthood of Arizona | |||||||
| 5451 N Seventh Street | Phoenix | AZ | 850142500 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL | $2,000 |
| The Salvation Army (Arizona) | |||||||
| 628 North 3rd Avenue | Phoenix | AZ | 85003 | OTHER PUBLIC CHARITY | SOCIAL WELFARE | $5,000 | |
| Southwest Autism Research Center | |||||||
| 300 N 18th Street | Phoenix | AZ | 85006 | OTHER PUBLIC CHARITY | MEDICAL | $20,000 | |
| Translational Geonomics Research Institute | |||||||
| 400 East Van Buren Ste 850 | Phoenix | AZ | 85004 | OTHER PUBLIC CHARITY | MEDICAL | $25,000 | |
| Valley of the Sun United Way | |||||||
| 1515 E Osborne Road | Phoenix | AZ | 85014 | OTHER PUBLIC CHARITY | SOCIAL WELFARE | $50,000 | |
| Williams College | |||||||
| 75 Park Street | Williamstown | MA | 01267 | OTHER PUBLIC CHARITY | EDUCATIONAL | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 202000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $26,484 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $31 | ExclusionAmount |
| Related Or Exempt Function Income | 50433 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $26,525 | ExclusionAmount |
| Related Or Exempt Function Income | 50433 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 76958 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 8 | GAINS FROM SALE OF SECURITIES PROVIDES CASH TO FOUNDATION IN |
| 8 | FURTHERANCE OF ITS CHARITABLE GOALS |
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 (6 entries)
| Contributor NumberContributorNumber | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Contributor Name IndividualContributorNameIndividual | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| HENRIETTA J LOUIS CHARITABLE TRUST | ||||||||
| 1 | 227 W MONROE ST SUITE 4350 | CHICAGO | IL | 60606 | 41800 | X | ||
| HENRIETTA J LOUIS CHARITABLE TRUST | ||||||||
| 2 | 227 W MONROE ST SUITE 4350 | CHICAGO | IL | 60606 | 41800 | X | ||
| HENRIETTA J LOUIS CHARITABLE TRUST | ||||||||
| 3 | 227 W MONROE ST SUITE 4350 | CHICAGO | IL | 60606 | 41800 | X | ||
| HENRIETTA J LOUIS CHARITABLE TRUST | ||||||||
| 4 | 227 W MONROE ST SUITE 4350 | CHICAGO | IL | 60606 | 41800 | X | ||
| (no name) | ||||||||
| 5 | 5070 NORTH 40TH STREET STE 130 | PHOENIX | AZ | 85018 | 40000 | JULIE LOUIS | X | |
| HENRIETTA J LOUIS CHARITABLE TRUST | ||||||||
| 6 | 227 W MONROE ST SUITE 4350 | CHICAGO | IL | 60606 | 38 | X | ||
Noncash Property NoncashProperty (4 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 418 SHARES @ $100 EA S.C. JOHNSON & SON, INC. 3RD PREF. 8 1/2% | 41800 | 2010-03-25 |
| 2 | 418 SHARES @ $100 EA S.C. JOHNSON & SON, INC. 3RD PREF. 8 1/2% | 41800 | 2010-05-28 |
| 3 | 418 SHARES @ $100 EA S.C. JOHNSON & SON, INC. 3RD PREF. 8 1/2% | 41800 | 2010-09-07 |
| 4 | 418 SHARES @ $100 EA S.C. JOHNSON & SON, INC. 3RD PREF. 8 1/2% | 41800 | 2010-12-07 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK OF AMERICA FEES | $323 | 323 | 0 |
| TAX PREPARATION FEES | $3,600 | 3600 | 0 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
| Amount | $0 | Amount |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 1100 S.C.JOHNSON & SON, INC. SERIES A 5% CUM. PREF | 63000 | 110000 |
| ISHARES BARCLAYS | 0 | 0 |
| VANGUARD 500 INDEX | 0 | 0 |
| 3133 S.C.JOHNSON & SON, INC. 8 1/2% THIRD PREF | 313300 | 313300 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| AZ CORPORATION COMMISSION ANNUAL REPORT FEE | 10 | 10 | 0 |
| CS INVESTMENT ADVISORY FEES | 8707 | 8707 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FUND BALANCE ADJUSTMENT | Description |
| Amount | $1,194 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (2 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|---|
| HENRIETTA J LOUIS CHARITABLE TRUST | ||||
| C/O CREDIT SUISSE 227 W MONROE STE | 4350 | CHICAGO | IL | 60606 |
| JULIE D LOUIS REVOCABLE TRUST | ||||
| 5070 N 40TH STREET | PHOENIX | AZ | 85018 | |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | Category |
| Amount | $687 | Amount |
| Net Investment Income | 687 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments