URQUHART MEMORIAL FOUNDATION: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- URQUHART MEMORIAL FOUNDATION (EIN 81-0556451)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-29
- IRS object ID
- 202521199349201262
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-29T11:38:40-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860841383 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALLACE PLESE DREHER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8665 E HARTFORD DRIVE SUITE 115 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810556451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URQUHART MEMORIAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | URQU | BusinessNameControlTxt |
| Phone | 4807941153 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5343 E POSTON DR | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 850547186 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERNEST H URQUHART | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 4157139135 | PhoneNum |
| Signature | 2025-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRANDY RITZ CPA | PreparerPersonNm |
| PTIN | P02069342 | PTIN |
| Phone | 4803450500 | PhoneNum |
| Preparation | 2025-04-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.URQUHARTMEMORIALFOUNDATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $76,604 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $75,360 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $1,244 | InvestmentIncomeAmt |
| Total Revenue | $76,604 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $54,000 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,480 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $2,185 | OtherExpensesTotalAmt |
| Total Expenses | $57,665 | TotalExpensesAmt |
| Excess Or Deficit For Year | $18,939 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $155,206 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$3,030 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $171,115 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,206 | BOYAmt |
| EOY | $171,115 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,206 | BOYAmt |
| EOY | $171,115 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,206 | BOYAmt |
| EOY | $171,115 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO CONTRIBUTE FINANCIAL SUPPORT FOR HIGHER EDUCATION TO ELIGIBLE AFRICAN-AMERICAN STUDENTS ACCEPTED INTO UNDERGRADUATE STIDUES AT 4-YEAR COLLEGES OR UNIVERSITIES IN THE STATE OF PENNSYLVANIA. ADDITIONALLY, WE WILL CONTRIBUTE TO RESEARCH PROGRAMS DEDICATED TO IDENTIFYING CURES FOR BREAST CANCER AND DIABETES. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE FOUNDATION RECEIVED APPROXIMATELY $75,000 IN TOTAL DONATIONS FOR THE YEAR OF 2024. THIS WAS ACCOMPLISHED BY SOLICITED AND UNSOLICITED DONATIONS FROM OUR DONOR BASE. WE WERE ABLE TO GIVE 21 STUDENTS A TOTAL OF $54,000 IN SCHOLARSHIP DOLLARS. WE HELD A 21ST ANNIVERSARY SCHOLARSHIP AWARDS CEREMONY VIRTUALLY, WITH AWARDEES, THEIR FAMILIES, BOARD MEMBERS AND DONORS. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $54,000 | GrantsAndAllocationsAmt |
| Program Service Expenses | $54,000 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $54,000 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| CARMEN ALLEN | ||||
| BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| ALEXANDRIA J BOONE | ||||
| BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| EDWIN A HILL | ||||
| BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| DR BRENDA P ALSTON-MILLS | ||||
| BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| TRACY CHURCH | ||||
| BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| KARLYNNE HATHAWAY | ||||
| BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| DR MAURICE D HINSON | ||||
| BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| ERNEST H URQUHART | ||||
| PRESIDENT/CEO | 2.00 | $0 | $0 | $0 |
| MICHELLE E URQUHART | ||||
| SECRETARY/CFO | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE E URQUHART | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5343 E POSTON DR | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 850547186 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4152721996 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $82,044 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,438 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,575 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,360 | CurrentTaxYearAmt |
| Total | $332,342 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $82,044 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,438 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,575 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,360 | CurrentTaxYearAmt |
| Total | $332,342 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $97,454 | SubstantialContributorsTotAmt |
| Public Support Total170 | $234,888 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,002 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,059 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,125 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,191 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,244 | CurrentTaxYearAmt |
| Total | $5,621 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,067 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,422 | CurrentTaxYearMinus3YearsAmt |
| Total | $6,489 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $344,452 | TotalSupportAmt |
| Public Support CY170 | 0.68190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71610 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INVESTMENT INCOME. AMOUNT: 1,244. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: OFFICE EXPENSE/SUPPLIES. AMOUNT: 1,996. DESCRIPTION: MARKETING. AMOUNT: 75. DESCRIPTION: POSTAGE & DELIVERY. AMOUNT: 114. TOTAL TO FORM 990-EZ, LINE 16: 2,185. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: UNREALIZED GAINS/LOSSES. AMOUNT: -3,030. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |