ANDERSON FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ANDERSON FOUNDATION (EIN 88-0473402)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-09
- IRS object ID
- 202631909349100528
- Schema version
- 2025v4.2
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-09T17:09:00-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860737675 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VILLANUEVA & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3707 N 7TH ST STE 125 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85014 | 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 | 880473402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ANDERSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANDE | BusinessNameControlTxt |
| Phone | 5203095400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5145 N 71ST PL | AddressLine1Txt |
| City | PARADISE VALLEY | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT ANDERSON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5203095400 | PhoneNum |
| Signature | 2026-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD A VILLANUEVA | PreparerPersonNm |
| PTIN | P00539554 | PTIN |
| Phone | 6022359414 | PhoneNum |
| Preparation | 2026-06-30 | PreparationDt |
| 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 | $1,533,923 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,391 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,391 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,583 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,583 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,314 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $189,705 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,314 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $84,288 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,288 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $12,468 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,468 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,269 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,269 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,737 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,737 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,125 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,125 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $104,862 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,737 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $88,125 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,574 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,551 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,277 | CashBOYAmt |
| Cash EOY | $44,433 | CashEOYAmt |
| Cash EOYFMV | $44,433 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $223,458 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $78,209 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $78,209 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $285,880 | CorporateStockBOYAmt |
| Corporate Stock EOY | $271,904 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $782,452 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $394,618 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $550,663 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $563,823 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $63,554 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $63,554 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $65,006 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $990,787 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,008,763 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,533,923 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | -$3,550 | AccountsPayableBOYAmt |
| Loans From Officers EOY | $35,000 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | -$3,550 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $638,350 | CapitalStockBOYAmt |
| Capital Stock EOY | $638,350 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $355,987 | RetainedEarningBOYAmt |
| Retained Earning EOY | $335,413 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $994,337 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $973,763 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $990,787 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,008,763 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $994,337 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,574 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $973,763 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $973,763 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| AMER EXPRESS COMPANY | P | $49,456 | $13,975 | $35,481 | $35,481 |
| NATIONAL RURAL UTIL COOP COLLATERAL TRUST 02.850% JAN 27 2025 | P | $37,000 | $36,811 | $189 | $189 |
| EXXON MOBIL CORPORATION GLB 02.709% MAR 06 2025 | P | $50,000 | $47,846 | $2,154 | $2,154 |
| BBH LIMITED DURATION FUND CL I | P | $50,000 | $47,759 | $2,241 | $2,241 |
| CAPITAL GAINS DIVIDENDS | P | $3,249 | $3,249 | $3,249 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,314 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $939 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $939 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $939 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $374 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $374 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $10 | EsPenaltyAmt |
| Tax Due | $575 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT ANDERSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5203095400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5145 N 71ST PL | AddressLine1Txt |
| City | PARADISE VALLEY | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT ANDERSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5145 N 71ST PL | AddressLine1Txt |
| City | PARADISE VALLEY | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,309,184 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $134,605 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,443,789 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,443,789 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,657 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,422,132 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,107 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,107 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $939 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $939 | TotalTaxAmt |
| Distributable Before Adj | $70,168 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $70,168 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $70,168 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $88,125 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $88,125 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,168 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $3,124 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,447 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,148 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $12,719 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $88,125 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,168 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,957 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $30,676 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $30,676 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,124 | ExcessFromYear4Amt |
| Excess From Year3 | $3,447 | ExcessFromYear3Amt |
| Excess From Year2 | $6,148 | ExcessFromYear2Amt |
| Excess From Current Year | $17,957 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT ANDERSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | NONE | PC | EDUCATIONAL | $850 |
| AMERICAN RED CROSS | |||||||
| 4747 N 22ND ST | PHOENIX | AZ | 85016 | NONE | PC | HUMANITARIAN AID | $500 |
| ANGEL CHARITY FOR CHILDREN | |||||||
| 3132 N SWAN RD | TUCSON | AZ | 85712 | NONE | PC | CHARITIES | $1,000 |
| ARIZONA PUBLIC MEDIA | |||||||
| PO BOX 210067 | TUCSON | AZ | 85721 | NONE | PC | EDUCATIONAL | $500 |
| CITY OF HOPE PHOENIX | |||||||
| 14200 CELEBRATE LIFE WAY | GOODYEAR | AZ | 85338 | NONE | PC | MEDICAL TREATMENT | $35,000 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PC | MEDICAL RESEARCH | $2,500 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | MEDICAL TREATMENT | $2,500 |
| FINCA | |||||||
| 1201 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | PC | HUMANITARIAN AID | $850 |
| HABITAT FOR HUMANITY | |||||||
| 322 W LAMAR ST | AMERICUS | GA | 31709 | NONE | PC | HUMANITARIAN AID | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PC | HUMANITARIAN AID | $350 |
| LINCOLN LAW SCHOOL | |||||||
| 3140 J STREET | SACRAMENTO | CA | 95816 | NONE | PC | EDUCATIONAL | $1,500 |
| LUTHER SEMINARY | |||||||
| 2481 COMO AVENUE | ST PAUL | MN | 55108 | NONE | PC | RELIGIOUS ORGANIZATION | $1,250 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | NONE | PC | CHILDREN'S PROGRAM | $250 |
| MD ANDERSON CANCER CENTER | |||||||
| PO BOX 301439 | HOUSTON | NV | 77230 | NONE | PC | MEDICAL TREATMENT | $2,500 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | MEDICAL TREATMENT | $2,500 |
| OPERATION HOMEFRONT | |||||||
| 17319 SAN PEDRO AVE | SAN ANTONIO | TX | 78232 | NONE | PC | CHARITIES | $500 |
| OXFAM AMERICA | |||||||
| 226 CAUSEWAY ST 5TH FLOOR | BOSTON | MA | 02114 | NONE | PC | HUMANITARIAN AID | $1,000 |
| PHOENIX CHILDREN'S HOSPITAL | |||||||
| 2929 E CAMELBACK ROAD 122 | PHOENIX | AZ | 85016 | NONE | PC | MEDICAL TREATMENT | $2,500 |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | NONE | PC | MEDICAL RESEARCH | $2,500 |
| SPECIAL OLYMPICS ARIZONA | |||||||
| 2455 NORTH CITRUS ROAD BLDG 64 | GOODYEAR | AZ | 85395 | NONE | PC | SPECIAL NEEDS PROGRAMS | $500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | CHILDREN'S MEDICAL TREATMENT | $2,000 |
| THE CARTER CENTER | |||||||
| 453 JOHN LEWIS FREEDOM PARKWAY NE | ATLANTA | GA | 30307 | NONE | PC | CHARITIES | $1,000 |
| THE NATURE CONSERVATORY | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | ENVIRONMENTAL CONSERVATION ORGANIZATION | $2,000 |
| THE SALVATION ARMY | |||||||
| PO BOX 43790 | TUCSON | AZ | 85733 | NONE | PC | HUMANITARIAN AID | $500 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | CHARITIES | $800 |
| UNICEF USA | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | HUMANITARIAN AID | $750 |
| UNITED NEGRO COLLEGE FUND | |||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | EDUCATIONAL | $900 |
| UNITED SERVICE ORGANIZATIONS INC | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | NONE | PC | HUMANITARIAN AID | $750 |
| VFW | |||||||
| 406 W 34TH STREET | KANSAS CITY | MO | 64111 | NONE | PC | HUMANITARIAN AID | $375 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758512 | TOPEKA | KS | 66675 | NONE | PC | MEDICAL TREATMENT | $750 |
| BREAKTHROUGH T1D (FORMERLY JDRF) | |||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | NONE | PC | MEDICAL RESEARCH | $1,500 |
| CHILDREN'S CANCER RESEARCH FUND | |||||||
| 7301 OHMS LANE SUITE 355 | MINNEAPOLIS | MN | 55439 | NONE | PC | MEDICAL RESEARCH | $1,250 |
| SCULLY LEARNING CENTER FOUNDATION | |||||||
| PO BOX 1643 | CAVE CREEK | AZ | 85327 | NONE | PC | EDUCATIONAL | $15,000 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | NONE | PC | MEDICAL TREATMENT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,125 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,391 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,583 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $43,314 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $84,288 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,288 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $550,663 | EOYBookValueAmt |
| EOYFMV | $563,823 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $271,904 | EOYBookValueAmt |
| EOYFMV | $782,452 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HEDGE FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $63,554 | BookValueAmt |
| EOYFMV | $65,006 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $12,468 | Amt |
| Net Investment Income | $12,468 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX-2024 | $345 | $345 | $0 |
| FEDERAL TAX-2022 | $3,550 | $3,550 | $0 |
| FEDERAL TAX-2025 | $374 | $374 | $0 |