EVERGREEN DEVELOPMENT FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EVERGREEN DEVELOPMENT FOUNDATION (EIN 20-1812585)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202231329349102623
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T13:40:33-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954184303 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLDWELL SCLAFANI & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3239 NORTH VERDUGO ROAD | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 912081633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201812585 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERGREEN DEVELOPMENT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVER | BusinessNameControlTxt |
| Phone | 8182408727 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23929 VALENCIA BLVD SUITE 311 | AddressLine1Txt |
| City | VALENCIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91355 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURIE SKIPPER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8182408727 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAURIE | PersonFirstNm |
| Person Last | SKIPPER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARDS MATTHEWS | PreparerPersonNm |
| PTIN | P00968951 | PTIN |
| Phone | 8182492085 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $511,280 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,110 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,110 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,748 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $139,364 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,748 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $47,358 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,858 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,042 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,042 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $424 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $94 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $197 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,463 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,136 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,481 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,481 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,944 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,136 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,481 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,414 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,722 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,958 | CashBOYAmt |
| Cash EOY | $8,773 | CashEOYAmt |
| Cash EOYFMV | $8,773 | CashEOYFMVAmt |
| Corporate Stock BOY | $455,948 | CorporateStockBOYAmt |
| Corporate Stock EOY | $502,507 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $502,507 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $471,906 | TotalAssetsBOYAmt |
| Total Assets EOY | $511,280 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $511,280 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $471,906 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $511,280 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $471,906 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $511,280 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $471,906 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $511,280 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $471,906 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,414 | ExcessRevenueOverExpensesAmt |
| Other Increases | $28,960 | OtherIncreasesAmt |
| Subtotal | $511,280 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $511,280 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (138 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2.00 ACCENTURE PLC IRELAND CL A | 2015-11-16 | 2021-06-21 | $571 | $211 | $360 | $360 | |
| 2.00 ACCENTURE PLC IRELAND CL A | 2015-11-16 | 2021-06-22 | $572 | $211 | $361 | $361 | |
| 3.00 ACCENTURE PLC IRELAND CL A | 2015-11-16 | 2021-07-16 | $941 | $317 | $624 | $624 | |
| 1.00 ACCENTURE PLC IRELAND CL A | 2015-11-16 | 2021-07-19 | $308 | $106 | $202 | $202 | |
| 1.00 ACCENTURE PLC IRELAND CL A | 2017-03-22 | 2021-07-19 | $308 | $126 | $182 | $182 | |
| 1.00 ACCENTURE PLC IRELAND CL A | 2017-03-22 | 2021-08-23 | $334 | $126 | $208 | $208 | |
| 1.00 ACCENTURE PLC IRELAND CL A | 2017-05-15 | 2021-08-23 | $334 | $122 | $212 | $212 | |
| 1.00 ACCENTURE PLC IRELAND CL A | 2018-05-24 | 2021-08-23 | $334 | $156 | $178 | $178 | |
| 1.00 ACCENTURE PLC IRELAND CL A | 2019-03-20 | 2021-08-23 | $334 | $166 | $168 | $168 | |
| 1.00 ACCENTURE PLC IRELAND CL A | 2019-10-15 | 2021-08-24 | $332 | $187 | $145 | $145 | |
| 1.00 ACCENTURE PLC IRELAND CL A | 2020-02-18 | 2021-08-24 | $332 | $213 | $119 | $119 | |
| 1.00 ACCENTURE PLC IRELAND CL A | 2020-02-18 | 2021-08-25 | $333 | $213 | $120 | $120 | |
| 1.00 ACCENTURE PLC IRELAND CL A | 2020-02-19 | 2021-08-25 | $333 | $216 | $117 | $117 | |
| 1.00 ACCENTURE PLC IRELAND CL A | 2020-02-19 | 2021-08-26 | $333 | $216 | $117 | $117 | |
| 2.00 ACCENTURE PLC IRELAND CL A | 2020-03-16 | 2021-08-26 | $666 | $314 | $352 | $352 | |
| 1.00 ACCENTURE PLC IRELAND CL A | 2020-03-17 | 2021-08-26 | $333 | $158 | $175 | $175 | |
| 2.00 ADOBE INC. (DELAWARE) | 2016-02-16 | 2021-08-02 | $1,236 | $156 | $1,080 | $1,080 | |
| 1.00 ADOBE INC. (DELAWARE) | 2016-02-16 | 2021-08-03 | $621 | $78 | $543 | $543 | |
| 1.00 ALPHABET INC CL A | 2016-08-15 | 2021-01-25 | $1,891 | $807 | $1,084 | $1,084 | |
| 1.00 AMERICAN TOWER CORP REIT | 2018-02-12 | 2021-06-21 | $267 | $136 | $131 | $131 | |
| 1.00 AMERICAN TOWER CORP REIT | 2018-07-27 | 2021-06-21 | $267 | $144 | $123 | $123 | |
| 2.00 AMERICAN TOWER CORP REIT | 2018-07-27 | 2021-06-22 | $534 | $289 | $245 | $245 | |
| 2.00 AMERICAN TOWER CORP REIT | 2018-07-27 | 2021-09-30 | $535 | $289 | $246 | $246 | |
| 2.00 AMERICAN TOWER CORP REIT | 2018-07-27 | 2021-10-01 | $534 | $289 | $245 | $245 | |
| 1.00 AMERIPRISE FINANCIAL INC | 2018-06-18 | 2021-03-09 | $224 | $149 | $75 | $75 | |
| 1.00 AMERIPRISE FINANCIAL INC | 2018-06-18 | 2021-05-21 | $255 | $149 | $106 | $106 | |
| 1.00 AMERIPRISE FINANCIAL INC | 2018-06-18 | 2021-05-24 | $255 | $149 | $106 | $106 | |
| 1.00 AMERIPRISE FINANCIAL INC | 2018-06-18 | 2021-09-30 | $268 | $149 | $119 | $119 | |
| 1.00 AMERIPRISE FINANCIAL INC | 2018-06-18 | 2021-10-01 | $268 | $149 | $119 | $119 | |
| 14.90 BROWN ADVISORY SM-CP FUNDAMENTAL VAL FUND CLASS INSTL | 2017-11-21 | 2021-02-25 | $401 | $438 | -$37 | -$37 | |
| 79.01 CAUSEWAY EMERGING MARKETS FUND CLASS INSTL | 2017-11-21 | 2021-02-25 | $1,282 | $1,130 | $152 | $152 | |
| 12.05 CLEARBRIDGE LARGE CAP GROWTH FUND CLASS I | 2018-12-03 | 2021-02-25 | $797 | $599 | $198 | $198 | |
| 5.00 COMCAST CORP NEW CL A | 2015-01-27 | 2021-03-09 | $278 | $141 | $137 | $137 | |
| 2.00 COMCAST CORP NEW CL A | 2015-02-17 | 2021-03-09 | $111 | $59 | $52 | $52 | |
| 4.00 COMCAST CORP NEW CL A | 2015-03-18 | 2021-03-09 | $223 | $118 | $105 | $105 | |
| 2.00 COMCAST CORP NEW CL A | 2015-03-18 | 2021-03-10 | $114 | $59 | $55 | $55 | |
| 4.00 COMCAST CORP NEW CL A | 2015-08-17 | 2021-03-10 | $228 | $121 | $107 | $107 | |
| 1.00 COMCAST CORP NEW CL A | 2015-12-15 | 2021-03-10 | $57 | $29 | $28 | $28 | |
| 1.00 COMCAST CORP NEW CL A | 2015-12-15 | 2021-05-21 | $55 | $29 | $26 | $26 | |
| 4.00 COMCAST CORP NEW CL A | 2016-08-15 | 2021-05-21 | $220 | $135 | $85 | $85 | |
| 2.00 COMCAST CORP NEW CL A | 2017-03-22 | 2021-05-21 | $110 | $74 | $36 | $36 | |
| 2.00 COMCAST CORP NEW CL A | 2017-09-20 | 2021-05-21 | $110 | $75 | $35 | $35 | |
| 4.00 COMCAST CORP NEW CL A | 2017-09-20 | 2021-06-21 | $229 | $150 | $79 | $79 | |
| 5.00 COMCAST CORP NEW CL A | 2018-02-12 | 2021-06-21 | $286 | $192 | $94 | $94 | |
| 1.00 COMCAST CORP NEW CL A | 2018-10-25 | 2021-06-21 | $57 | $35 | $22 | $22 | |
| 14.00 COMCAST CORP NEW CL A | 2019-10-15 | 2021-06-21 | $802 | $638 | $164 | $164 | |
| 17.00 COMCAST CORP NEW CL A | 2019-10-15 | 2021-06-22 | $978 | $774 | $204 | $204 | |
| 8.00 COMCAST CORP NEW CL A | 2020-03-16 | 2021-06-22 | $460 | $298 | $162 | $162 | |
| 4.00 COMCAST CORP NEW CL A | 2020-03-16 | 2021-06-23 | $227 | $149 | $78 | $78 | |
| 4.00 COMCAST CORP NEW CL A | 2020-03-17 | 2021-06-23 | $227 | $151 | $76 | $76 | |
| 1.00 DANAHER CORP | 2018-06-18 | 2021-01-27 | $225 | $101 | $124 | $124 | |
| 3.00 DANAHER CORP | 2018-07-27 | 2021-01-27 | $674 | $310 | $364 | $364 | |
| 2.00 DANAHER CORP | 2018-07-27 | 2021-08-02 | $595 | $207 | $388 | $388 | |
| 2.00 DANAHER CORP | 2018-07-27 | 2021-08-03 | $600 | $207 | $393 | $393 | |
| 130.45 HARDING LOEVNER INTERNATIONAL EQUITY FUND | 2017-11-21 | 2021-02-25 | $3,786 | $3,025 | $761 | $761 | |
| 158.73 HARTFORD SCHRODERS EMERGING MARKETS EQUITY FUND CLASS I | 2017-11-21 | 2021-02-25 | $3,435 | $2,670 | $765 | $765 | |
| 1.00 HOME DEPOT INC | 2015-08-17 | 2021-04-23 | $323 | $120 | $203 | $203 | |
| 1.00 HOME DEPOT INC | 2016-08-15 | 2021-04-27 | $321 | $137 | $184 | $184 | |
| 1.00 HOME DEPOT INC | 2017-09-20 | 2021-09-30 | $332 | $159 | $173 | $173 | |
| 1.00 HOME DEPOT INC | 2018-05-24 | 2021-09-30 | $332 | $187 | $145 | $145 | |
| 1.00 HOME DEPOT INC | 2018-07-27 | 2021-10-01 | $329 | $198 | $131 | $131 | |
| 1.00 HONEYWELL INTL INC | 2016-08-15 | 2021-04-23 | $224 | $111 | $113 | $113 | |
| 1.00 HONEYWELL INTL INC | 2016-08-15 | 2021-04-26 | $222 | $111 | $111 | $111 | |
| 1.00 HONEYWELL INTL INC | 2017-03-22 | 2021-04-26 | $222 | $120 | $102 | $102 | |
| 1.00 HONEYWELL INTL INC | 2018-05-24 | 2021-04-27 | $223 | $145 | $78 | $78 | |
| 1.00 HONEYWELL INTL INC | 2018-05-24 | 2021-04-28 | $223 | $145 | $78 | $78 | |
| 41.00 ISHARES CORE MSCI EAFE ETF | 2017-11-21 | 2021-02-25 | $2,936 | $2,676 | $260 | $260 | |
| 9.00 ISHARES S&P SMALLCAP 600 GROWTH ETF | 2017-11-21 | 2021-02-25 | $1,156 | $761 | $395 | $395 | |
| 1,318.00 ISHARES US TREASURY BOND ETF | 2017-11-21 | 2021-02-25 | $34,785 | $33,187 | $1,598 | $1,598 | |
| 137.00 ISHARES US TREASURY BOND ETF | 2018-12-03 | 2021-02-25 | $3,616 | $3,336 | $280 | $280 | |
| 58.00 ISHARES US TREASURY BOND ETF | 2020-02-20 | 2021-02-25 | $1,531 | $1,540 | -$9 | -$9 | |
| 41.69 JP MORGAN LARGE CAP GROWTH FUND CLASS I | 2017-11-21 | 2021-02-25 | $2,521 | $1,576 | $945 | $945 | |
| 1.00 LOWES COMPANIES INC | 2016-02-16 | 2021-04-23 | $201 | $67 | $134 | $134 | |
| 1.00 LOWES COMPANIES INC | 2016-02-16 | 2021-04-26 | $199 | $67 | $132 | $132 | |
| 2.00 LOWES COMPANIES INC | 2016-02-16 | 2021-12-14 | $507 | $134 | $373 | $373 | |
| 7.57 LSV VALUE EQUITY FUND CLASS NL | 2018-12-03 | 2021-02-25 | $214 | $212 | $2 | $2 | |
| 13.00 MEDTRONIC PLC | 2015-01-27 | 2021-02-24 | $1,543 | $984 | $559 | $559 | |
| 1.00 MEDTRONIC PLC | 2015-02-17 | 2021-02-24 | $119 | $79 | $40 | $40 | |
| 1.00 MEDTRONIC PLC | 2015-03-18 | 2021-02-24 | $119 | $76 | $43 | $43 | |
| 1.00 MEDTRONIC PLC | 2015-03-18 | 2021-12-14 | $112 | $76 | $36 | $36 | |
| 3.00 MEDTRONIC PLC | 2015-08-17 | 2021-12-14 | $336 | $233 | $103 | $103 | |
| 1.00 MEDTRONIC PLC | 2015-09-14 | 2021-12-14 | $112 | $71 | $41 | $41 | |
| 1.00 MEDTRONIC PLC | 2016-08-15 | 2021-12-14 | $112 | $88 | $24 | $24 | |
| 6.00 MEDTRONIC PLC | 2016-12-12 | 2021-12-14 | $671 | $442 | $229 | $229 | |
| 3.00 MEDTRONIC PLC | 2017-09-20 | 2021-12-14 | $336 | $241 | $95 | $95 | |
| = | 2018-02-12 | 2021-12-14 | $336 | $240 | $96 | $96 | |
| 1.00 MEDTRONIC PLC | 2018-06-18 | 2021-12-15 | $104 | $86 | $18 | $18 | |
| 2.00 MEDTRONIC PLC | 2019-03-20 | 2021-12-15 | $209 | $183 | $26 | $26 | |
| 1.00 MEDTRONIC PLC | 2019-10-15 | 2021-12-15 | $104 | $108 | -$4 | -$4 | |
| 7.00 MEDTRONIC PLC | 2020-05-14 | 2021-12-15 | $731 | $649 | $82 | $82 | |
| 1.00 META PLATFORMS INC CL A | 2015-05-18 | 2021-05-21 | $316 | $81 | $235 | $235 | |
| 2.00 META PLATFORMS INC CL A | 2015-05-18 | 2021-05-24 | $648 | $163 | $485 | $485 | |
| 1.00 META PLATFORMS INC CL A | 2015-10-12 | 2021-05-24 | $324 | $94 | $230 | $230 | |
| 1.00 META PLATFORMS INC CL A | 2016-12-12 | 2021-08-02 | $353 | $118 | $235 | $235 | |
| 1.00 META PLATFORMS INC CL A | 2018-02-12 | 2021-08-02 | $353 | $175 | $178 | $178 | |
| 1.00 META PLATFORMS INC CL A | 2018-07-27 | 2021-08-02 | $353 | $175 | $178 | $178 | |
| 2.00 META PLATFORMS INC CL A | 2018-07-27 | 2021-08-03 | $701 | $351 | $350 | $350 | |
| 1.00 META PLATFORMS INC CL A | 2018-07-27 | 2021-09-30 | $341 | $175 | $166 | $166 | |
| 2.00 META PLATFORMS INC CL A | 2018-12-17 | 2021-09-30 | $682 | $286 | $396 | $396 | |
| 1.00 MONDELEZ INTL INC | 2018-02-12 | 2021-01-29 | $56 | $43 | $13 | $13 | |
| 27.00 MONDELEZ INTL INC | 2018-07-27 | 2021-01-29 | $1,507 | $1,160 | $347 | $347 | |
| 4.00 MONDELEZ INTL INC | 2018-10-25 | 2021-01-29 | $223 | $164 | $59 | $59 | |
| 2.00 MONDELEZ INTL INC | 2019-10-15 | 2021-01-29 | $112 | $108 | $4 | $4 | |
| 1.00 MONDELEZ INTL INC | 2019-10-15 | 2021-02-01 | $55 | $54 | $1 | $1 | |
| 5.00 MONDELEZ INTL INC | 2020-04-13 | 2021-02-01 | $277 | $259 | $18 | $18 | |
| 7.00 MONDELEZ INTL INC | 2020-04-14 | 2021-02-01 | $388 | $379 | $9 | $9 | |
| 1.00 O REILLY AUTOMOTIVE INC | 2016-08-15 | 2021-09-30 | $617 | $287 | $330 | $330 | |
| 1.00 O REILLY AUTOMOTIVE INC | 2017-03-22 | 2021-10-01 | $606 | $272 | $334 | $334 | |
| 1.00 O REILLY AUTOMOTIVE INC | 2017-05-15 | 2021-12-14 | $668 | $259 | $409 | $409 | |
| 1.00 PARKER HANNIFIN CORP | 2019-03-20 | 2021-04-23 | $318 | $169 | $149 | $149 | |
| 1.00 PARKER HANNIFIN CORP | 2019-03-20 | 2021-04-26 | $320 | $169 | $151 | $151 | |
| 1.00 PARKER HANNIFIN CORP | 2019-03-20 | 2021-04-27 | $318 | $169 | $149 | $149 | |
| 1.00 PARKER HANNIFIN CORP | 2019-03-20 | 2021-04-28 | $320 | $169 | $151 | $151 | |
| 108.04 PEAR TREE POLARIS FOREIGN VALUE FUND INSTL | 2020-02-20 | 2021-02-25 | $2,604 | $2,301 | $303 | $303 | |
| 67.00 PIMCO ENHANCED SHORT MAT ACTIVE EXCHANGE-TRADED FD | 2018-12-03 | 2021-02-25 | $6,839 | $6,780 | $59 | $59 | |
| 19.00 PIMCO ENHANCED SHORT MAT ACTIVE EXCHANGE-TRADED FD | 2020-02-20 | 2021-02-25 | $1,939 | $1,936 | $3 | $3 | |
| 991.41 PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 | 2017-11-21 | 2021-02-25 | $10,727 | $10,513 | $214 | $214 | |
| 47.90 THE HARTFORD MIDCAP FUND CLASS I | 2017-11-21 | 2021-02-25 | $1,782 | $1,507 | $275 | $275 | |
| 2.00 THERMO FISHER SCIENTIFIC INC | 2015-03-18 | 2021-01-27 | $974 | $268 | $706 | $706 | |
| 2.00 THERMO FISHER SCIENTIFIC INC | 2015-03-18 | 2021-01-28 | $999 | $268 | $731 | $731 | |
| 1.00 THERMO FISHER SCIENTIFIC INC | 2015-03-18 | 2021-03-09 | $454 | $134 | $320 | $320 | |
| 1.00 THERMO FISHER SCIENTIFIC INC | 2015-03-18 | 2021-06-21 | $483 | $134 | $349 | $349 | |
| 1.00 THERMO FISHER SCIENTIFIC INC | 2015-08-17 | 2021-06-22 | $489 | $136 | $353 | $353 | |
| 1.00 THERMO FISHER SCIENTIFIC INC | 2015-08-17 | 2021-08-02 | $535 | $136 | $399 | $399 | |
| 1.00 THERMO FISHER SCIENTIFIC INC | 2016-12-12 | 2021-08-03 | $536 | $145 | $391 | $391 | |
| 50.57 TRANSAMERICA MID CAP VALUE OPPS FUND CLASS I | 2017-11-21 | 2021-02-25 | $657 | $616 | $41 | $41 | |
| 3.00 UNION PACIFIC CORP | 2021-04-23 | 2021-12-14 | $735 | $666 | $69 | $69 | |
| 1.00 UNION PACIFIC CORP | 2021-04-26 | 2021-12-14 | $245 | $225 | $20 | $20 | |
| 1.00 UNION PACIFIC CORP | 2021-04-26 | 2021-12-15 | $246 | $225 | $21 | $21 | |
| 4.00 UNITEDHEALTH GROUP INC | 2018-02-12 | 2021-02-24 | $1,321 | $904 | $417 | $417 | |
| 1.00 UNITEDHEALTH GROUP INC | 2018-02-12 | 2021-03-09 | $355 | $226 | $129 | $129 | |
| 1.00 UNITEDHEALTH GROUP INC | 2018-02-12 | 2021-03-10 | $351 | $226 | $125 | $125 | |
| 3.00 UNITEDHEALTH GROUP INC | 2018-02-12 | 2021-06-02 | $1,216 | $678 | $538 | $538 | |
| 2.00 UNITEDHEALTH GROUP INC | 2018-02-12 | 2021-06-03 | $814 | $452 | $362 | $362 | |
| 2.00 UNITEDHEALTH GROUP INC | 2018-02-12 | 2021-06-21 | $793 | $452 | $341 | $341 | |
| 1.00 UNITEDHEALTH GROUP INC | 2018-02-12 | 2021-06-22 | $399 | $226 | $173 | $173 | |
| 3.00 UNITEDHEALTH GROUP INC | 2018-05-24 | 2021-06-22 | $1,197 | $733 | $464 | $464 | |
| CAPITAL GAINS DIVIDENDS | $7,037 | $7,037 | $7,037 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,748 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $594 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $594 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $594 | 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 |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $594 | 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 | CA | 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 |
| Individual With Books | LAURIE SKIPPER | IndividualWithBooksNm |
| Phone | 8182408727 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23929 VALENCIA BLVD 311 | AddressLine1Txt |
| City | VALENCIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91355 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| KAYCEE ROBERTS | ||||||||
| 23929 VALENCIA BLVD 311 | VALENCIA | CA | 91355 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| PATSY GONZALES | ||||||||
| 23929 VALENCIA BLVD 311 | VALENCIA | CA | 91355 | SECRETARY | 0.00 | $0 | $0 | $0 |
| LAURIE SKIPPER | ||||||||
| 23929 VALENCIA BLVD 311 | VALENCIA | CA | 91355 | TREASURER | 0.00 | $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 | $479,228 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,366 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $491,594 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $491,594 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,374 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $484,220 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,211 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,211 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $594 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $594 | TotalTaxAmt |
| Distributable Before Adj | $23,617 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,617 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,617 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,481 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $32,481 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,617 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,211 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $14,478 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,692 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $49,180 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $99,561 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,481 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,617 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,864 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $108,425 | 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 | $5,211 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $103,214 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $14,478 | ExcessFromYear3Amt |
| Excess From Year2 | $30,692 | ExcessFromYear2Amt |
| Excess From Year1 | $49,180 | ExcessFromYear1Amt |
| Excess From Current Year | $8,864 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A PRECIOUS CHILD | ||||||||
| 7051 W 118TH AVE | BROOMFIELD | CO | 80020 | NONE | PC: 509(A)(1) | ASSISTS CHILDREN AND FAMILIES FACING DIFFICULT LIFE CHALLENGES SUCH AS ABUSE AND NEGLECT, CRISIS SITUATIONS AND POVERTY. | $1,000 | |
| ARIZONA FOUNDATION FOR SUICIDE PREVENTION | ||||||||
| 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | NONE | PC: 509(A)(1) | HELP PREVENT SUICIDE | $1,000 | |
| ARIZONA HELPING HANDS | ||||||||
| 3110 E THUNDERBIRD RD 100 | PHOENIX | AZ | 85032 | NONE | PC: 509(A)(1) | BACKPACKS FOR FOSTER KIDS | $1,000 | |
| FOOD BANK OF THE ROCKIES | ||||||||
| 10700 E 46TH AVE | DENVER | CO | 80239 | NONE | PC: 509(A)(1) | PROVIDE FOOD AND NECESSITIES TO PEOPLE IN NEED. COVID RELIEF | $1,000 | |
| FOOD FORWARD | ||||||||
| 7412 FULTON AVE 3 | NORTH HOLLYWOOD | CA | 91605 | NONE | PC: 509(A)(1) | REDUCE FOOD WASTE AND INCREASE ACCESS TO HEALTHY FRUITS AND VEGETABLES THROUGH FOOD RECOVERY. | $1,000 | |
| HOMEWARD BOUND | ||||||||
| 2302 W COLTER STREET | PHOENIX | AZ | 85015 | NONE | PC: 509(A)(1) | PROVIDER OF TRANSITIONAL HOUSING FOR FAMILIES WHO ARE HOMELESS, WORKING POOR AND/OR HAVE EXPERIENCED DOMESTIC VIOLENCE. | $1,000 | |
| HOPE IN A SUITCASE | ||||||||
| 311 N ROBERTSON BLVD PO BOX 715 | BEVERLY HILLS | CA | 90211 | NONE | PC: 509(A)(1) | PROVIDE CHILDREN AND TEENS IN FOSTER CARE WITH A SUITCASE, ALONG WITH BASIC ESSENTIALS AND COMFORT ITEMS. | $1,000 | |
| LOS ANGELES REGIONAL FOOD BANK | ||||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | NONE | PC: 509(A)(1) | DISTRIBUTING HEALTHY FOOD FOR HUNGRY NEIGHBORS IN LOS ANGELES COUNTY | $1,000 | |
| MAGGIE'S PLACE INC | ||||||||
| PO BOX 1102 | PHOENIX | AZ | 85001 | NONE | PC: 509(A)(1) | PROVIDE LIFE-CHANGING PROGRAMS AND ONGOING SERVICES TO HELP PREGNANT AND PARENTING WOMEN AND THEIR CHILDREN INTO A SAFE AND LOVING COMMUNITY. | $1,000 | |
| NEW PATHWAYS FOR YOUTH | ||||||||
| 1001 E PIERCE STREET | PHOENIX | AZ | 85006 | NONE | PC: 509(A)(1) | AWAKENING THE FULL HUMAN POTENTIAL TO BRING ABOUT INDIVIDUAL AND COMMUNITY TRANSFORMATION. | $1,000 | |
| RYAN HOUSE | ||||||||
| 110 W MUHAMMAD ALI WAY 1ST FLOOR | PHOENIX | AZ | 85013 | NONE | PC: 509(A)(1) | LAST CHANCE HOME FOR CHILDREN THAT ARE DYING | $1,000 | |
| ST MARY'S FOOD BANK | ||||||||
| DEL E WEBB DISTRIBUTION CENTER 2831 | PHOENIX | AZ | 85009 | NONE | PC: 509(A)(1) | PROVIDE FOOD TO NONPROFIT PARTNER AGENCIES THROUGHOUT TWO-THIRDS OF ARIZONA. COVID RELIEF | $1,000 | N 31ST AVENUE |
| STILLPOINT FAMILY RESOURCES | ||||||||
| PO BOX 5103 | WEST HILLS | CA | 91308 | NONE | PC: 509(A)(1) | SUPPORTING THE UNDER SERVED WITH COUNSELING AND OTHER RESOURCES. | $1,000 | |
| UMOM NEW DAY CENTERS | ||||||||
| 3333 EAST VAN BUREN STREET | PHOENIX | AZ | 85008 | NONE | PC: 509(A)(1) | PREVENT AND END HOMELESSNESS FOR YOUTH, WOMEN AND FAMILIES. | $1,002 | |
| UTAH FOOD BANK | ||||||||
| 3150 SOUTH 900 WEST | SALT LAKE CITY | UT | 84119 | NONE | PC: 509(A)(1) | ACCESS FOOD AND DELIVER IT TO PEOPLE WHO ARE FACING HUNGER THROUGHOUT THE STATE. COVID RELIEF | $1,000 | |
| VALLE DEL SOL INC | ||||||||
| 3807 N 7TH STREET | PHOENIX | AZ | 85014 | NONE | PC: 509(A)(1) | COMMUNITY HEALTH CARE PROGRAM - COVID RELIEF | $2,000 | |
| SAVE THE FAMILY | ||||||||
| 125 E UNIVERSITY DR | MESA | AZ | 85201 | NONE | PC: 501(C)(3) | STABILIZING FAMILY HOUSE, BUILD A FOUNDATION FOR FAMILIES AND HELP CHILDREN FEEL SAFE WHILE HOMELESS. | $3,000 | |
| INTERNATIONAL RESCUE COMMITTEE DENVER | ||||||||
| 1873 S BELLAIRE ST 5TH FLOOR | DENVER | CO | 80222 | NONE | PC: 509(A)(1) | PROVIDES OPPORTUNITIES FOR REFUGEES, ASYLEES, VICTIMS OF HUMAN TRAFFICKING, AND OTHER IMMIGRANTS TO THRIVE IN AMERICA. | $1,250 | |
| INTERNATIONAL RESCUE COMMITTEE GLENDALE AZ | ||||||||
| 4425 W OLIVE AVE STE 400 | GLENDALE | AZ | 85302 | NONE | PC: 509(A)(1) | PROVIDES OPPORTUNITIES FOR REFUGEES, ASYLEES, VICTIMS OF HUMAN TRAFFICKING, AND OTHER IMMIGRANTS TO THRIVE IN AMERICA. | $1,250 | |
| SARRC | ||||||||
| 8300 N 18TH ST | PHOENIX | AZ | 85006 | NONE | PC: 501(C)(3) | LEADING THE WAY TO BETTER UNDERSTAND, TREAT, AND IMPROVE LIFE FOR PEOPLE WITH AUTISM BY PROVIDING A LIFETIME OF SUPPORT, CONDUCTING RESEARCH AND EDUCATIING THE PUBLIC. | $2,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF DENVER | ||||||||
| 1300 E 21ST AVE | DENVER | CO | 80205 | NONE | PC: 509(A)(1) | SUPPORTING FAMILIES AROUND THE WORLD AND HELPING THEM ACCESS MEDICAL CARE AND RESOURCES THEY NEED. | $2,500 | |
| SUNNYSLOPE ADOPT A FAMILY | ||||||||
| 245 E MOUNTAIN VIEW | PHOENIX | AZ | 85020 | NONE | PC: 509(A)(1) | HOLIDAY GIFTS FOR FAMILIES IN NEED. | $2,979 | |
| WILSON PRIMARY SCHOOL | ||||||||
| 2929 E FILLMORE ST | PHOENIX | AZ | 85008 | NONE | PC: 509(A)(1) | PJ ANGEL PROGRAM | $500 | |
| VOLUNTEERS OF AMERICA OF COLORADO | ||||||||
| 2660 LARIMER ST | DENVER | CO | 80205 | NONE | PC: 509(A)(1) | PROVIDES AFFORDABLE HOUSING AND OTHER ASSISTANCE SERVICES PRIMARILY TO LOW INCOME PEOPLE. | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,481 | 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 | $8,110 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,748 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $45,858 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,858 | 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 | $800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $502,507 | EOYBookValueAmt |
| EOYFMV | $502,507 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $197 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN VALUE OF INVESTMENTS | Desc |
| Amt | $28,960 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $3,042 | Amt |
| Net Investment Income | $3,042 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $305 | $0 | $0 |
| FOREIGN TAX PAID | $94 | $94 | $0 |
| REGISTRY OF CHARITABLE TRUST FEES | $25 | $0 | $0 |