DICECCO FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DICECCO FAMILY FOUNDATION (EIN 27-6293117)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-21
- IRS object ID
- 202332029349100313
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-21T10:53:32-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 710913368 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELORES I NANCE CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2680 S VAL VISTA DR STE 191 | AddressLine1Txt |
| City | GILBERT | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85296 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276293117 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DICECCO FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DICE | BusinessNameControlTxt |
| Phone | 3104878288 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2633 EAST ORIOLE DRIVE | AddressLine1Txt |
| City | GILBERT | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85297 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICKI CONROY | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-07-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VICKI | PersonFirstNm |
| Person Last | CONROY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Delores Nance | PreparerPersonNm |
| PTIN | P01279866 | PTIN |
| Phone | 4808214005 | PhoneNum |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $4,588,826 | 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 | $32,502 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31,601 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,341 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,341 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$115,557 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,343,831 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$10,714 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $103,942 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,365 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,365 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $38,462 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,462 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $40,827 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,827 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $850,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $850,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $890,827 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,827 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $850,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$901,541 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,115 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,469 | CashBOYAmt |
| Cash EOY | $7,291 | CashEOYAmt |
| Cash EOYFMV | $7,291 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $375,764 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $151,968 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $151,968 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $550,527 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $886,540 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $809,900 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,441,747 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,212,057 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,497,383 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $658,172 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $689,595 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $607,335 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,056,463 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $508,519 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $514,949 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,123,142 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,455,970 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,588,826 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,123,142 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,455,970 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,123,142 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,455,970 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,123,142 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,455,970 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,123,142 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$901,541 | ExcessRevenueOverExpensesAmt |
| Other Increases | $234,369 | OtherIncreasesAmt |
| Subtotal | $4,455,970 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,455,970 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| wELLS FARGO REALIZED LOSS SEE ATTACHED | P | 2022-01-01 | 2022-12-31 | $1,506,863 | $1,559,451 | -$52,588 | -$52,588 |
| wELLS FARGO REALIZED LOSS SEE ATTACHED | P | 2001-01-01 | 2022-12-21 | $836,968 | $899,937 | -$62,969 | -$62,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$115,557 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $877 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $877 | SubtotalAmt |
| Tax Based On Investment Income | $877 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $33 | EsPenaltyAmt |
| Tax Due | $910 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELORES NANCE CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4808214005 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2680 S VAL VISTA DR STE 191 | AddressLine1Txt |
| City | GILBERT | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85295 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICKI CONROY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2633 E ORIOLE DRIVE | AddressLine1Txt |
| City | GILBERT | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85297 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,070,068 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $287,746 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,357,814 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,357,814 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,367 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,277,447 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $263,872 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $263,872 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $877 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $877 | TotalTaxAmt |
| Distributable Before Adj | $262,995 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $262,995 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $262,995 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $850,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $850,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $262,995 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $35,719 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $83,942 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,372 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $144,033 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $850,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $262,995 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $587,005 | RemainingDistriFromCorpusAmt |
| Total Corpus | $731,038 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $731,038 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $35,719 | ExcessFromYear3Amt |
| Excess From Year2 | $83,942 | ExcessFromYear2Amt |
| Excess From Year1 | $24,372 | ExcessFromYear1Amt |
| Excess From Current Year | $587,005 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DICECCO FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2633 E ORIOLE DRIVE | AddressLine1Txt |
| City | GILBERT | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85297 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3104878288 | RecipientPhoneNum |
| Recipient Email Address | VJCONROY532@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATION SHOULD BE IN WRITTEN FORM ON THE ORGANIZATION'S LETTERHEAD AND SIGNED BY AN OFFICER. THE REQUEST SHOULD IDENTIFY THE ORGANIZATION'S MISSION, PROGRAM AND INTENDED USE OF THE FUNDS, TIME PERIOD AND AMOUNT REQUESTED. A COPY OF THE IRS LETTER GRANTING THE ORGANIZATION EXEMPT STATUS AND PROVIDING THE TAX IDENTIFICATION NUMBER MUST BE INCLUDED.UPON REVIEW, THE DICECCO FAMILY FOUNDATION MAY REQUEST SUPPLEMENTAL OR CLARIFYING INFORMATION OR DOCUMENTATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATION MUST BE A TAX EXEMPT CHARITABLE ORGANIZATION. | RestrictionsOnAwardsTxt |
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 |
|---|---|---|---|---|---|---|---|
| PARA LOS NINOS | |||||||
| 5000 HOLLYWOOD BLVD | LOS ANGLES | CA | 90027 | NONE | PC | CHARITABLE | $50,000 |
| AZ GAME AND FISH TORTUS RESCUE | |||||||
| 5000 W CAREFREE HWY | PHOENIX | AZ | 85086 | NONE | PC | CHARITABLE | $30,000 |
| THE ELEPHANT SANCTUARY | |||||||
| PO BOX 393 | HOHENWALD | TN | 38462 | NONE | PC | CHARITABLE | $50,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | NONE | PC | CHARITABLE | $50,000 |
| BOYS AND GIRLS CLUB OF SAFFORD | |||||||
| 805 S 7TH AVE | SAFFORD | AZ | 85546 | NONE | PC | CHARITABLE | $50,000 |
| ST JUDES CHILDREN'S RESEARCH HOSPIT | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | CHARITABLE | $50,000 |
| SOUTHWEST WILDLIFE FOUNDATION | |||||||
| PO BOX 1907 | CEDAR RAPIDS | UT | 84721 | NONE | PC | CHARTIABLE | $30,000 |
| HOPE FOR PAWS | |||||||
| 8950 W OLYMPIC BLVD STE 525 | LOS ANGLES | CA | 90211 | NONE | PC | CHARITABLE | $30,000 |
| SUNSHINE ACRES CHILDREN'S HOME | |||||||
| 3405 N HIGHLEY ROAD | MESA | AZ | 85215 | NONE | PC | CHARITABLE | $100,000 |
| SEMPER FI AMERICA'S FUND | |||||||
| 825 COLLEGE BLVD STE 102 | OCEANSIDE | CA | 92057 | NONE | PC | CHARITABLE | $50,000 |
| RED ROVER VENTURES | |||||||
| 4835 E CACTUS RD 105 | SCOTTSDALE | AZ | 85254 | NONE | PC | CHARITABLE | $50,000 |
| SEVENTH GENERATION ADVISORS | |||||||
| 1223 WILSHIRE BLVD 776 | SANTA MONICA | CA | 90403 | NONE | PC | CHARITABLE | $90,000 |
| BLACK CAT WRESTLING | |||||||
| PO BOX 286 | CLIFTON | AZ | 85533 | NONE | PC | CHARITABLE | $10,000 |
| PRIMATE INCORPORATED | |||||||
| PO BOX 7384 | MADISON | WI | 53707 | NONE | PC | CHARITABLE | $50,000 |
| WONDED WARRIORS | |||||||
| 4899 BELFORT RD 300 | JACKSONVILLE | FL | 32256 | NONE | PC | CHARITABLE | $50,000 |
| K9S FOR WARRIORS | |||||||
| 114 CAMP K9 RD | PONTE VERDA | FL | 32081 | NONE | PC | CHARITABLE | $50,000 |
| DISABLED AMERICAN VETS | |||||||
| 655 N GILBERT RD | MESA | AZ | 85203 | NONE | PC | CHARITABLE | $40,000 |
| ANIMAL RESCUE CORPS | |||||||
| 1380 MONROE ST NW 326 | WASHINGTON | DC | 20010 | NONE | PC | CHARITABLE | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $850,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,502 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $72,341 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$115,557 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $104,843 | ExclusionAmt |
| Related Or Exempt Function Incm | -$115,557 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$10,714 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CURRENT YEAR | CategoryTxt |
| Amt | $2,365 | Amt |
| Net Investment Income | $2,365 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE OBLIGATIONS -SEE ATTACHED | BondNm |
| EOY Book Value | $689,595 | EOYBookValueAmt |
| EOYFMV | $607,335 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES-SEE ATTACHED | StockNm |
| EOY Book Value | $2,212,057 | EOYBookValueAmt |
| EOYFMV | $2,497,383 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $870,428 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $794,252 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $16,112 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $15,648 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DOMESTIC MUTUAL FDS FIXED -SEE ATTACHED | AT COST | $251,332 | $245,387 |
| REAL ESTATE FUNDS | AT COST | $257,187 | $269,562 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net assets received | Desc |
| Amt | $234,369 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $38,462 | Amt |
| Net Investment Income | $38,462 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |