KAI FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KAI FAMILY FOUNDATION (EIN 86-0767197)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202611339349100616
- Schema version
- 2025v4.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T03:13:54-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R&A CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4542 E CAMP LOWELL DR STE 100 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860767197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KAI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SIDNEY LEX FELKER | InCareOfNm |
| Business Name Control | KAIF | BusinessNameControlTxt |
| Phone | 5207420440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7440 N ORACLE RD BUILDING 2 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sidney Lex Felker | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 5207420440 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tariq Khan CPA | PreparerPersonNm |
| PTIN | P00213826 | PTIN |
| Phone | 5208814900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,811,578 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $32 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $114,549 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114,549 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $167,227 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $184,983 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $167,227 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,097 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $97 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $284,905 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $281,905 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,165 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,582 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,583 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,950 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,621 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $439 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $156 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $156 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,892 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,582 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,128 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $192,980 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $192,980 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $224,872 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,582 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $209,108 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $60,033 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $269,323 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $177,368 | CashBOYAmt |
| Cash EOY | $33,024 | CashEOYAmt |
| Cash EOYFMV | $33,024 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,888,939 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,746,634 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,746,634 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $31,920 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $31,920 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $31,920 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $31,920 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,098,227 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,811,578 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,811,578 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,727,177 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,380,495 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,727,177 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,380,495 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,737,175 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,737,175 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $18,194 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $18,194 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $615,680 | RetainedEarningBOYAmt |
| Retained Earning EOY | $675,713 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,371,049 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,431,082 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,098,226 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,811,577 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,371,049 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $60,033 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,431,082 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,431,082 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| JOHNSON & JOHNSON | P | 2025-12-31 | $25,744 | $12,519 | $13,225 | $13,225 |
| JOHNSON & JOHNSON | P | 2025-12-31 | $6,362 | $5,237 | $1,125 | $1,125 |
| VANGUARD WELLINGTON INV | 2025-12-31 | $35,000 | $0 | $35,000 | $35,000 | |
| CAPITAL GAIN DIVIDENDS | P | $117,877 | ||||
| CAPITAL GAIN DIVIDENDS | P | $117,877 | ||||
| CAPITAL GAIN DIVIDENDS | P | $117,877 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $167,227 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,744 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,744 | SubtotalAmt |
| Tax Based On Investment Income | $3,744 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,640 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,640 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,104 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIDNEY LEX FELKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5207420440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7440 N ORACLE RD BUILDING 2 | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Herbert Kai | ||||||||
| 7440 N ORACLE RD BUILDING 2 | Tucson | AZ | 85704 | Director | 0 | $0 | $0 | $0 |
| John Kai Jr | ||||||||
| 7440 N ORACLE RD BUILDING 2 | Tucson | AZ | 85704 | Director | 0 | $0 | $0 | $0 |
| Sidney Lex Felker | ||||||||
| 7440 N ORACLE RD BUILDING 2 | Tucson | AZ | 85704 | Managing Director | 0.75 | $25,165 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,288,531 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $132,134 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $31,920 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,452,585 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,452,585 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,789 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,385,796 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $219,290 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $219,290 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,744 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,744 | TotalTaxAmt |
| Distributable Before Adj | $215,546 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $215,546 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $215,546 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $209,108 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $209,108 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $215,546 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $161,360 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $209,108 | QualifyingDistributionsAmt |
| Applied To Year1 | $161,360 | AppliedToYear1Amt |
| Applied To Current Year | $47,748 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $167,798 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Kai Family Foundation CO Sidne | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7440 N Oracle Rd Building 2 | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5207420440 | RecipientPhoneNum |
| Recipient Email Address | slfelker@slfpc.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Short Written narrative with copy of IRS exemption letter | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | October 31, for foundation year ending succeeding December 31 Arizona | SubmissionDeadlinesTxt |
| Restrictions On Awards | Preference given to exempt organizations in Tucson, Pima County, Arizona | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Pan Asian Community Alliance | |||||||
| 940 S Craycroft Rd | Tucson | AZ | 85711 | None | PC | Promote and develop asian American native Hawaiian and pacific islander education. | $2,500 |
| Pinal county Junior Livestock | |||||||
| PO Box 12535 | Casa Granda | AZ | 85130 | None | PC | Provide many worthwhile experiences for pinal county junior livestock exhibitors. | $1,470 |
| Arizona Veterans' Memorial Cemetary Foundation | |||||||
| 15950 N Luckett Road | Marana | AZ | 85653 | None | GOV | Provide interment for qualified veterans at no cost. | $1,500 |
| Douglas High School | |||||||
| 1500 E 15th St | Douglas | AZ | 85607 | None | PC | Provide support for academic growth of its students. | $5,000 |
| Friends of Hubbell Trading Post | |||||||
| PO Box 25603 | Scottsdale | AZ | 85255 | None | PC | Aid and promote the management of programs and objectives of the historic site | $5,500 |
| Center for Neurosciences foundation | |||||||
| 2450 E Rivier Rd | Tucson | AZ | 85702 | None | PC | Support research and education in neurosciences and to raise awareness of diseases of the nervous system. | $5,000 |
| Canyon Del Oro Spirit line | |||||||
| 25 W Calle concordia | Oro valley | AZ | 85704 | None | PC | Support cheerleading and dance at canyon del oro high school | $1,500 |
| El Rio Health Center Foundation | |||||||
| 3655 E Grant Rd | Tucson | AZ | 85716 | None | GOV | provide life-changing care to Tucsonans | $4,010 |
| Arizona Hydrological society foundation | |||||||
| PO Box 65062 | Tucson | AZ | 85728 | None | PC | Aid in supporting, encouraging, and awarding Arizona Hydrology students in all age groups | $1,500 |
| Campus Community Church SBC | |||||||
| 7400 N Cobblestone Road | Tucson | AZ | 85718 | None | PC | Support mission to connect people in the University of Arizona community with Jesus Christ | $5,000 |
| Caring Ministries Inc | |||||||
| 820 W Calle Sur | Tucson | AZ | 85705 | None | PC | Support local communities by providing food, clothing, and other resources while sharing the love and salvation of Jesus Christ to everyone we serve | $9,000 |
| Chistian Properties Inc | |||||||
| 7400 N Cobblestone | Tucson | AZ | 85718 | None | PC | Support the set free Baptist fellowship of Tucson ministry | $5,000 |
| The Marshall Home for Men | |||||||
| 3314 S 16th Avenue | Tucson | AZ | 85713 | None | PC | Provide lodging, food, and care for elderly infirm men. | $6,000 |
| Mobile Meals of southern arizona | |||||||
| 4803 E 5th street Suite 209 | Tucson | AZ | 85711 | None | PC | To deliver special diet meals to homebound adults. | $2,000 |
| Tucson Children's Museum | |||||||
| 200 S 6th Ave | Tucson | AZ | 85701 | None | PC | support for inspiring children and their families to reach their full potential through discovery, creativity and learning | $1,000 |
| Disabled American Veterans - Chapter 4 Tucson AZ | |||||||
| 4145 W Ina Rd Suite 131 | Tucson | AZ | 85741 | None | PC | Support U.S. military veterans in Northern Pima County | $4,000 |
| Tucson Medical Center Health Foundation | |||||||
| 5301 E Grant Rd | Tucson | AZ | 85712 | None | PC | Support to improving the health and quality of life in Tucson. | $25,000 |
| Rockdale PTA | |||||||
| 1303 Yosemite Drive | Los Angeles | CA | 90041 | None | PC | Connect families, schools, and communities to drive improvements in education for children | $2,500 |
| Youth on their own | |||||||
| 2525 N Country Club Rd | Tucson | AZ | 85716 | None | PC | Support programs for youth experiencing homelessness in Pima County | $3,000 |
| Interfaith Community Services | |||||||
| 2820 W Ina Road | Tucson | AZ | 85741 | None | PC | Support a variety of services for families in severe financial difficulties. | $1,000 |
| Tucson Chinese Cultural Center | |||||||
| 1288 West River Road | Tucson | AZ | 85704 | None | PC | Promote, sponsor and educate the community relating to chinese culture and heritage. | $25,000 |
| Marana Community Food Bank | |||||||
| 11734 W Grier Road | Marana | AZ | 85653 | None | PC | Provide emergency food assistance and a variety of services to local residents | $5,000 |
| Greater Faith Word Church | |||||||
| 508 E Fort Lowell Rd | Tucson | AZ | 85705 | None | PC | To provide citizens with fundamentals for life skills and education through economic assistance and training. | $1,500 |
| University of Arizona Foundation - UA Hispanic Alu | |||||||
| 1111 N Cherry Ave | Tucson | AZ | 85721 | none | PC | To provide aide and academic support for University of Arizona students committed to transforming and elevating our community. | $2,500 |
| YMCA of Southern Arizona | |||||||
| 60 W Alameda St | Tucson | AZ | 85701 | none | PC | To improve the quality of human life and helping all people realize their fullest potential through spirit, mind, and body. | $2,500 |
| Ironwood Ridge High School PTO | |||||||
| 2475 W Naranja Dr | Oro Calley | AZ | 85742 | NONE | PC | To promote an educational experience that inspires and prepares learners to realize their unique potential. | $7,500 |
| Marana High School PTO | |||||||
| 12000 W Dancing Raven Rd | Tucson | AZ | 85743 | NONE | PC | To enhance the educational experience and well-being of students and staff within the Marana Unified School District. | $2,500 |
| Mountain View High School PRO | |||||||
| 3901 W Linda Vista Blvd | Tucson | AZ | 85742 | NONE | PC | To raise scholarship monies to support students at Mountain View High School | $2,500 |
| Marana Schools 2340 Foundation | |||||||
| 11279 W Grier Rd | Marana | AZ | 85653 | NONE | PF | Provide resources that enhance teaching and learning to ensure every student is prepared for future success and has a vision for life | $2,500 |
| Oro Valley Optimist Club | |||||||
| POBox 68171 | oro valley | AZ | 85737 | NONE | PC | To promote good health, positive citizenship, and lifestyle in the youth of northwest pima county | $2,500 |
| Tucson Action Team | |||||||
| 2510 W Cezanne Cir | Tucson | AZ | 85741 | NONE | PC | To advocate for the welfare of dogs and promote responsible pet ownership including dog education and public awareness | $2,000 |
| U of A Foundation AG 100 | |||||||
| 1111 N Cherry Ave | Tucson | AZ | 85721 | NONE | PC | To advance the University of Arizona through philanthropy supported by building relationships, securing philanthropic support, and stewarding assets. | $10,000 |
| Graceway Fellowship Ministries | |||||||
| 7875 E 24th St | Yuma | AZ | 85365 | NONE | PC | To contribute to various causes within the non-profit sector | $5,000 |
| Community Foundation of Southern Arizona | |||||||
| 2530 E Broadway Blvd | Tucson | AZ | 85716 | NONE | PC | To build a thriving Southern Arizona through philanthropy by connecting individuals, families, businesses, and nonprofits to address community challenges and create lasting solutions. | $5,000 |
| University of Arizona College of Agriculture | |||||||
| 1140 E South Campus Dr | Tucson | AZ | 85721 | NONE | PC | To produce employable graduates, advance purpose driven science, and work alongside communities to improve lives and livelihoods. | $12,500 |
| Children's Clinics for Rehabilitative Services | |||||||
| 2600 N Wyatt Dr | Tucson | AZ | 85712 | NONE | PC | To provide a family-centered, comprehensive medical home to meet the special needs of children and families. | $2,000 |
| Tucson Botanical Gardens | |||||||
| 2150 N Alvernon Way | Tucson | AZ | 85712 | NONE | PC | To connect people with plants and nature through art, science, history, and culture with an emphasis on education, community engagement, and the responsible use of plants and water in a desert environment. | $3,000 |
| The Matthew 1914 Project | |||||||
| 14639 N Coral Gables Dr | Phoenix | AZ | 85023 | NONE | PC | To provide Arizona Catholic schools with the resources and support for the success of students with special needs. | $2,500 |
| North India Christian Ministries | |||||||
| 244 Hillsdale Ave | San Jose | CA | 95136 | NONE | PC | To reach North Indian villages for Christ through various ministries. Aim to change the tomorrow of someone less fortunate by giving back to the community through their ministries. | $3,000 |
| Sister Jose Women's Center | |||||||
| 1050 S Park Ave | Tucson | AZ | 85719 | NONE | PC | To provide a safe and nurturing environment for women experiencing homelessness, to support these women in their journey towards self-sufficiency and independence. | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $192,980 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,549 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $97 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $167,227 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR CHECK NOT CASHED | Desc |
| Exclusion | 19 | ExclusionCd |
| Exclusion | $3,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $284,905 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $284,905 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB - SECURITIES | StockNm |
| EOY Book Value | $4,746,634 | EOYBookValueAmt |
| EOYFMV | $4,746,634 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES & MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $156 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $156 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ATLS Production | $97 | $97 |
| Prior year contribution not cashed | $3,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON ASSETS | Desc |
| BOY Book Value | $1,727,177 | BOYBookValueAmt |
| EOY Book Value | $2,380,495 | EOYBookValueAmt |
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