R L ROZ JOHNSON FAMILY FOUNDATION OF ARIZONA: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- R L ROZ JOHNSON FAMILY FOUNDATION OF ARIZONA (EIN 59-3761693)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202501359349104900
- Schema version
- 2024v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T15:29:26-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 WASHINGTON AVENUE SUITE 1800 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593761693 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R L JOHNSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | OF ARIZONA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RLJO | BusinessNameControlTxt |
| Phone | 4805638258 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9820 E THOMPSON PARKWAY LOT 719 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLISON FORSMAN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4805638258 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | MATTHEW R DUNSCOMBE | PreparerPersonNm |
| PTIN | P01534026 | PTIN |
| Phone | 3149254300 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $13,691,771 | 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 |
| Dividends Rev And Expnss | $282,077 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $270,591 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$14,334 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $860,412 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $267,743 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $270,591 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $84,046 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $67,237 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,809 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,212 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $912 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $104,774 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $104,738 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $36 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,963 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,005 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,958 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $214,908 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $194,192 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,715 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $560,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $560,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $774,908 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $194,192 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $580,715 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$507,165 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,399 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1,666 | CashEOYAmt |
| Cash EOYFMV | $1,666 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $742,368 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $435,630 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $435,630 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $125,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $111,500 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,047,361 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,710,111 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,142,975 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,789,729 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,272,407 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,691,771 | 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 | $5,789,729 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,272,407 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,789,729 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,272,407 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,789,729 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,272,407 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,789,729 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$507,165 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,282,564 | SubtotalAmt |
| Other Decreases | $10,157 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,272,407 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2024-03-12 | $204,187 | $202,572 | $1,615 | $1,615 |
| PUBLICLY TRADED SECURITIES | 2024-08-01 | $150,000 | $150,000 | $0 | $0 |
| PUBLICLY TRADED SECURITIES | 2024-09-17 | $350,856 | $272,174 | $78,682 | $78,682 |
| PUBLICLY TRADED SECURITIES | 2024-10-17 | $30,369 | $125,000 | -$94,631 | -$94,631 |
| PUBLICLY TRADED SECURITIES | 2024-11-20 | $125,000 | $125,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$14,334 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,062 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,062 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,062 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $60 | EsPenaltyAmt |
| Tax Due | $1,122 | 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 L JOHNSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4805638258 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9820 E THOMPSON PARKWAY LOT 719 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ALLISON FORSMAN | |||||||||
| 9820 EAST THOMPSON PEAK PKWY LOT | 719 | SCOTTSDALE | AZ | 85255 | PRESIDENT | 5.00 | $84,046 | $0 | $0 |
| ALICIA RENARD | |||||||||
| 9820 EAST THOMPSON PEAK PKWY LOT | 719 | SCOTTSDALE | AZ | 85255 | SECRETARY | 5.00 | $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 | $12,320,860 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $509,894 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,830,754 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,830,754 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $192,461 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,638,293 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $631,915 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $631,915 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,062 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,062 | TotalTaxAmt |
| Distributable Before Adj | $630,853 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $630,853 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $630,853 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $580,715 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $580,715 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $630,853 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $285,312 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $580,715 | QualifyingDistributionsAmt |
| Applied To Year1 | $285,312 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $295,403 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $335,450 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT L JOHNSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9820 EAST THOMPSON PEAK PKWY LOT | AddressLine1Txt |
| Address Line2 | 719 | AddressLine2Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4805638258 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GRACE CHRISTIAN ACADEMY | |||||||
| 1200 E SOUTHERN AVE | TEMPE | AZ | 85282 | NONE | PC | TO PARTNER WITH FAMILIES IN GROWING STUDENTS WHO LIVE CHRIST-HONORING LIVES AND FLOURISH ACADEMICALLY. | $45,000 |
| GRAND CANYON UNIVERSITY | |||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | NONE | PC | FUNDING FOR A CHRISTIAN BASED EDUCATION INCLUDING SCHOLARSHIPS | $70,000 |
| NEW MINISTRIES INC | |||||||
| 8010 E MORGAN TRAIL SUITE 7 | SCOTTSDALE | AZ | 85258 | NONE | PC | ASSIST WOMEN GOING THROUGH A SIGNIFICANT LIFE CHANGE OR UPROOTED BY A MOVE. | $5,000 |
| NORTHWEST CHRISTIAN SCHOOL | |||||||
| 16401 N 43RD AVE | PHOENIX | AZ | 85053 | NONE | PC | NCS MISSION AND PURPOSE IS TO PROVIDE AN EDUCATIONAL PROGRAM WHICH UPHOLDS HIGH STANDARDS OF SCHOLASTIC AND BEHAVIORAL EXCELLENCE AND FURNISHES INSTRUCTION IN BIBLE-BASED CHRISTIAN FAITH | $45,000 |
| NOTRE DAME PREPARATORY SCHOOL | |||||||
| 9701 E BELL ROAD | SCOTTSDALE | AZ | 85260 | NONE | PC | EDCUATE AND EMPOWER GIRLS IN GRADES 6-12 TO BECOME WOMEN WHO TRANSFORM THE WORLD | $150,000 |
| PARADISE VALLEY CHRISTIAN PREPARATORY | |||||||
| 11875 N 24TH STREET | PHOENIX | AZ | 85028 | NONE | PC | TO CREATE A COMMUNITY OF SPIRITUAL NURTURING AND ACADEMIC EXCELLENCE FOR STUDENTS FROM PRESCHOOL THROUGH UPPER SCHOOL | $45,000 |
| PHOENIX SEMINARY | |||||||
| 7901 E SHEA BLVD | SCOTTSDALE | AZ | 85260 | NONE | PC | TRAIN MEN AND WOMEN FOR CHRIST CENTERED MINISTRY | $75,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | TO SUPPORT INTERNATIONAL DISASTER RELIEF | $10,000 |
| SCOTTSDALE BIBLE CHURCH | |||||||
| 7601 E SHEA BLVD | SCOTTSDALE | AZ | 85260 | NONE | PC | TO SUPPORT CHURCH ACTIVITIES AND OUTREACH PROGRAMS | $15,000 |
| THRIVE AZ | |||||||
| 14202 N 73RD AVE | PEORIA | AZ | 85381 | NONE | PC | TO PROVIDE HOPE AND RESOURCES FOR AT-RISK FAMILIES AND YOUTH TRANSITIONING OUT OF FOSTER CARE SO THAT THEY CAN THRIVE. | $15,000 |
| VALLEY CHRISTIAN SCHOOLS | |||||||
| 6304 S PRICE ROAD | TEMPE | AZ | 85283 | NONE | PC | TO PROVIDE EDUCATION FOR ELEMENTARY, MIDDLE SCHOOL, SECONDARY, SPECIAL NEEDS AND STEM STUDENTS | $85,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $560,000 | 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 | 14 | ExclusionCd |
| Exclusion | $282,077 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$14,334 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $267,743 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $267,743 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,125 | Amt |
| Net Investment Income | $8,212 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $912 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (61 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $34,261 | $155,639 |
| ALPHABET INC CLASS A COMMON STOCK | $53,543 | $208,230 |
| ALPHABET INC CLASS C CAPITAL STOCK | $42,077 | $179,014 |
| ALPS ETF TRUST ALERIAN MLP ETF | $110,837 | $313,040 |
| AMAZON.COM INC | $8,546 | $140,410 |
| APOLLO GLOBAL MANAGEMENT INC CLASS A COMMON STOCK | $63,697 | $412,900 |
| APPLE INC | $53,068 | $400,672 |
| APPLIED MATERIALS INC | $75,573 | $308,997 |
| AUTOMATIC DATA PROCESSING INC | $47,555 | $136,412 |
| BLACKROCK INC | $31,837 | $180,419 |
| BLACKSTONE GROUP INC CLASS A COMMON STOCK | $129,389 | $732,785 |
| BROADCOM INC COMMON STOCK | $26,373 | $658,426 |
| CARLYLE GROUP INC (THE) COMMON STOCK | $72,286 | $201,960 |
| CARRIER GLOBAL CORPORATION COMMON STOCK | $75,123 | $204,780 |
| CATERPILLAR INC | $78,192 | $217,656 |
| CBRE GROUP INC CL A | $63,965 | $242,887 |
| CITIGROUP GMH INC | $125,000 | $119,375 |
| COLGATE PALMOLIVE COMPANY | $62,978 | $118,183 |
| CONOCOPHILLIPS COMMON STOCK | $61,744 | $119,004 |
| CSX CORPORATION COM | $47,367 | $232,344 |
| DEUTSCHE TELEKOM AG SPONSORED ADR | $67,801 | $134,622 |
| DIAGEO PLC-SPONSORED ADR REPSTG 4 ORD SHS | $41,367 | $63,565 |
| DOVER CORPORATION | $67,202 | $200,732 |
| EDISON INTERNATIONAL | $58,036 | $103,792 |
| ENBRIDGE INC | $107,410 | $127,290 |
| FEDEX CORP | $90,487 | $147,698 |
| ILLINOIS TOOL WORKS INC | $39,554 | $202,848 |
| INTERNATIONAL BUSINESS MACHINES CORP | $92,231 | $153,881 |
| INTUITIVE SURGICAL INC COM | $16,118 | $155,022 |
| ISHARES CORE S&P 500 ETF | $149,711 | $314,944 |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | $242,668 | $492,100 |
| ISHARES SLECT DIVIDEND ETF | $44,203 | $101,225 |
| ISHARES TR CORE MSCI EAFE ETF | $99,061 | $119,476 |
| ISHARES US FINANCIAL SERVICES ETF | $159,608 | $297,623 |
| JOHNSON & JOHNSON COMMON STOCK | $46,973 | $101,234 |
| JPMORGAN CHASE & CO | $50,588 | $287,652 |
| KBR INC | $71,520 | $231,720 |
| KINDER MORGAN INC | $55,074 | $131,520 |
| KKR & CO INC COMMON STOCK | $71,621 | $539,872 |
| LAM RESEARCH CORP | $48,179 | $317,812 |
| MCDONALDS CORP | $107,630 | $289,890 |
| MICROSOFT CORP | $103,520 | $337,200 |
| NESTLE SA-SPONSORED ADR REPSTG REGD ORD | $61,900 | $82,626 |
| OTIS WORLDWIDE CORPORATINO COMMON STOCK | $79,849 | $120,393 |
| PARKER HANNIFIN CORP | $60,801 | $318,015 |
| PAYCHEX INC | $23,129 | $105,165 |
| PEPSICO INC COMMON STOCK | $45,379 | $106,442 |
| PNC FINANCIAL SVCS GROUP INC | $45,937 | $144,638 |
| REGENERON PHARMACEUTICALS INC | $67,631 | $142,466 |
| SELECT SECTOR SPDR FUND SHS BEN INT MATERIALS | $53,992 | $113,337 |
| TARGET CORP | $71,760 | $135,180 |
| UNION PACIFIC CORP | $60,410 | $125,422 |
| UNITED PARCEL SVC INC CL B | $102,727 | $126,100 |
| VERIZON COMMUNICATIONS | $160,281 | $139,965 |
| WALMART INC COMMON STOCK | $62,772 | $298,155 |
| WILLIAMS COMPANIES INC | $67,410 | $189,420 |
| RTX CORPORATION COMMON STOCK | $121,354 | $231,440 |
| WARNER BROS DISCOVERY INC SERIES A COMMON STOCK | $283,391 | $317,100 |
| VOLKSWAGEN AG UNSPONSORED ADR REPRESENT | $109,500 | $95,420 |
| INTEL CORP | $110,700 | $100,250 |
| IDEXX LABORATORIES CORP | $27,215 | $116,590 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $125,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $111,500 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTED COST BASIS | Desc |
| Amt | $10,157 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $104,411 | $104,411 | $0 |
| ADP FEES | $363 | $327 | $36 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES & ADR FEES | $2,173 | $2,173 | $0 |
| PAYROLL TAXES | $14,790 | $11,832 | $2,958 |