VORIS FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- VORIS FAMILY FOUNDATION (EIN 45-3060632)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-01
- IRS object ID
- 202430929349100628
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-01T12:27:47-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341884125 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4722 N 24TH ST STE 300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453060632 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VORIS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VORI | BusinessNameControlTxt |
| Phone | 4805859781 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9117 E FOOTHILLS DRIVE | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN VORIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4805859781 | PhoneNum |
| Signature | 2024-03-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | VORIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY A O'LOUGHLIN | PreparerPersonNm |
| PTIN | P00869687 | PTIN |
| Phone | 6022646835 | PhoneNum |
| Preparation | 2024-03-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,153,914 | 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 | $433,020 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $54,905 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,905 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $564,203 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $946,925 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $564,203 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $86 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $86 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,052,214 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $619,194 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,375 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $638 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $638 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,940 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,940 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,328 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,953 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,375 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $148,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $148,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $158,328 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,953 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $149,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $893,886 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $610,241 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $489 | CashBOYAmt |
| Cash EOY | $490 | CashEOYAmt |
| Cash EOYFMV | $490 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $60,870 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $342,312 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $346,098 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $384,065 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $615,754 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $605,890 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $833,664 | CorporateStockBOYAmt |
| Corporate Stock EOY | $802,861 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,032,063 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $159,243 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $146,560 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $169,373 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,438,331 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,907,977 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,153,914 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,438,331 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,907,977 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,438,331 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,907,977 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,438,331 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,907,977 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,438,331 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $893,886 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,332,217 | SubtotalAmt |
| Other Decreases | $424,240 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,907,977 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY ST | P | 2023-01-01 | 2023-12-31 | $21,054 | $21,085 | -$31 | -$31 |
| NORTHERN TRUST COMPANY LT | P | 2005-10-31 | 2023-12-31 | $902,999 | $361,637 | $541,362 | $541,362 |
| CAPITAL GAIN DISTRIBUTION | P | $22,872 | $22,872 | $22,872 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $564,203 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,482 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,482 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,482 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,824 | 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 | $4,824 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,658 | 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 | 0 | 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 | Yes (1) | 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 | JOHN VORIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4805859781 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9117 E FOOTHILLS DRIVE | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN E VORIS | ||||||||
| 9117 E FOOTHILLS DRIVE | SCOTTSDALE | AZ | 85255 | PRESIDENT/SECRETARY | 1.00 | $0 | $0 | $0 |
| KAREN P VORIS | ||||||||
| 9117 E FOOTHILLS DRIVE | SCOTTSDALE | AZ | 85255 | VICE PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| MOLLY E VORIS | ||||||||
| 9117 E FOOTHILLS DRIVE | SCOTTSDALE | AZ | 85255 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| AMY E VORIS | ||||||||
| 9117 E FOOTHILLS DRIVE | SCOTTSDALE | AZ | 85255 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| 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 | $1,565,417 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $219,876 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,785,293 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,785,293 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,779 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,758,514 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,926 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,926 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,482 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,482 | TotalTaxAmt |
| Distributable Before Adj | $79,444 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $79,444 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $79,444 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $149,375 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $149,375 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,444 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,224 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,408 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $61,499 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $102,131 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $149,375 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $79,444 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $69,931 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $172,062 | 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 | $12,224 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $159,838 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,408 | ExcessFromYear4Amt |
| Excess From Year3 | $61,499 | ExcessFromYear3Amt |
| Excess From Current Year | $69,931 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN E VORIS | ContributingManagerNm |
| Contributing Manager | KAREN P VORIS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARIZONA PBS | |||||||
| 555 N CENTRAL AVE SUITE 500 | PHOENIX | AZ | 85004 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $1,000 |
| ARIZONA COMMUNITY FOUNDATION | |||||||
| 2201 E CAMELBACK ROAD SUITE 405B | PHOENIX | AZ | 85016 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $2,500 |
| CIRCLE THE CITY | |||||||
| 300 W CLERENDON AVE STE 200 | PHOENIX | AZ | 85013 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $5,000 |
| CIELO | |||||||
| 16787 BEACH BLVD STE 233 | HUNTINGTION BEACH | CA | 82647 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $5,000 |
| GOLF FORE AFRICA | |||||||
| 32531 N SCOTTSDALE RD STE 105 | SCOTTSDALE | AZ | 85266 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $3,000 |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $5,000 |
| KJZZ | |||||||
| 2323 W 14TH STREET | TEMPE | AZ | 85281 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $1,000 |
| MARCHING ALONG EDUCATIONAL FOUNDATION | |||||||
| PO BOX 80828 | ATLANTA | GA | 30366 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $1,000 |
| OLYMPIA EDUCATION FOUNDATION | |||||||
| 111 BETHEL STREET NE | OLYMPIA | WA | 98506 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $3,000 |
| PINNACLE PRESBYTERIAN CHURCH | |||||||
| 25150 N PIMA RD | SCOTTSDALE | AZ | 85255 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $33,000 |
| SCOTTSDALE CULTURAL COUNCIL DBA SCOTTSDALE ARTS | |||||||
| 7380 E SECOND ST | SCOTTSDALE | AZ | 85251 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $67,500 |
| SIDEWALK | |||||||
| 1139 5TH AVE NE | OLYMPIA | WA | 98501 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $7,000 |
| SOUTHWEST WILDLIFE | |||||||
| 8711 E PINNACLE PEAK RD PMB 115 | SCOTTSDALE | AZ | 85255 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $1,000 |
| TACOMA COMMUNITY HOUSE | |||||||
| 1314 S L ST | TACOMA | WA | 98405 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $3,000 |
| THE GEORGE WASHINGTON UNIVERSITY | |||||||
| 2033 K STREET NW SUITE 300 | WASHINGTON | DC | 20052 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $1,000 |
| WESTERN COLLEGE ALUMNI ASSOCIATION | |||||||
| 325 PATTERSON AVENUE | OXFORD | OH | 45056 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $1,000 |
| NEIGHBORHOOD MINISTRIES | |||||||
| 1918 W VAN BUREN | PHOENIX | AZ | 85009 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $3,000 |
| YWCA OLYMPIA | |||||||
| 220 UNION AVE SE | OLYMPIA | WA | 98501 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $148,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,905 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $86 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $564,203 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $619,194 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $619,194 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JOHN AND KAREN VORIS | ||||||
| 1 | 9117 E FOOTHILLS DR | SCOTTSDALE | AZ | 85255 | $273,120 | Yes (X) |
| JOHN AND KAREN VORIS | ||||||
| 2 | 9117 E FOOTHILLS DR | SCOTTSDALE | AZ | 85255 | $159,900 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt |
|---|---|---|
| 1 | 500 SHARES OF ELI LILLY COMMON STOCK | $273,120 |
| 2 | 15000 SHARES OF INFUSYSTEM COMMON STOCK | $159,900 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $2,750 | Amt |
| Net Investment Income | $1,375 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,375 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NORTHERN TRUST SECURITIES | StockNm |
| EOY Book Value | $802,861 | EOYBookValueAmt |
| EOYFMV | $1,032,063 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $615,754 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $605,890 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHERN TRUST REAL ESTATE | AT COST | $49,509 | $50,331 |
| NORTHERN TRUST COMMODITIES | AT COST | $97,051 | $119,042 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CARRYOVER BASIS ADJUSTMENT | Desc |
| Amt | $424,240 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $4,768 | $4,768 | $0 | $0 |
| BOOK TAX DIFFERENCE | $2,172 | $2,172 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $86 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $86 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN AND KAREN VORIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9117 E FOOTHILLS DR | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $638 | Amt |
| Net Investment Income | $638 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |