WILLIAM M AND ANN K GRACE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM M AND ANN K GRACE FOUNDATION (EIN 56-2529760)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349109276
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T17:21:11-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860750046 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEMPLE MARCHAL & COOPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3101 N CENTRAL AVENUE SUITE 1600 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85012 | 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 | 562529760 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM M & ANN K GRACE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 6029568254 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6925 E INDIAN SCHOOL RD | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85251 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD GRACE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6029568254 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HOWARD | PersonFirstNm |
| Person Last | GRACE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARMAND SLASON II CPA | PreparerPersonNm |
| PTIN | P01645526 | PTIN |
| Phone | 6022411500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,640,985 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $55,955 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,955 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $55,955 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,955 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,321 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,321 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,400 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,793 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,793 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,553 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,328 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,167 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,667 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,328 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,881 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,250,916 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,250,916 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,273,583 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,328 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,266,797 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,217,628 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,627 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,109,348 | CashBOYAmt |
| Cash EOY | $4,121,731 | CashEOYAmt |
| Cash EOYFMV | $4,121,731 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $786,772 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,758,867 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,758,867 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $5,963,616 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,760,387 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $3,814,896 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $2,760,387 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $2,760,387 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,674,632 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,640,985 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,640,985 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $164,631 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $164,631 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $14,674,632 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $13,476,354 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,674,632 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,476,354 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,674,632 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,640,985 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,674,632 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,217,628 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,350 | OtherIncreasesAmt |
| Subtotal | $13,476,354 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,476,354 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $704 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $704 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $704 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $503 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,703 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $999 | OverpaymentAmt |
| Applied To ES Tax | $999 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Individual With Books | HOWARD GRACE TRUSTEE | IndividualWithBooksNm |
| Phone | 6029568254 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6925 E INDIAN SCHOOL RD | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85251 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| HOWARD GRACE | ||||||||
| 6925 E INDIAN SCHOOL RD | SCOTTSDALE | AZ | 85251 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| WILLIAM GRACE | ||||||||
| 6925 E INDIAN SCHOOL RD | SCOTTSDALE | AZ | 85251 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| HEATHER KAISER | ||||||||
| 6925 E INDIAN SCHOOL RD | SCOTTSDALE | AZ | 85251 | TRUSTEE | 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 | $4,293,936 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,312 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,984,317 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,329,565 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,329,565 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $199,943 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,129,622 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $656,481 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $656,481 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $704 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $704 | TotalTaxAmt |
| Distributable Before Adj | $655,777 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $655,777 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $655,777 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,266,797 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,266,797 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $655,777 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $629,604 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $394,486 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $336,165 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $177,376 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,537,631 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,266,797 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $655,777 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $611,020 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,148,651 | 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 | $629,604 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,519,047 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $394,486 | ExcessFromYear4Amt |
| Excess From Year3 | $336,165 | ExcessFromYear3Amt |
| Excess From Year2 | $177,376 | ExcessFromYear2Amt |
| Excess From Current Year | $611,020 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| WILLIAM AND ANN GRACE FOUNDATION | |||||||
| 6925 E INDIAN SCHOOL RD | SCOTTSDALE | AZ | 85251 | 6029568254 | THE SCHOLARSHIP APPLICATION IS MADE AVAILABLE TO ANYONE REQUESTING A SCHOLARSHIP. APPLICATIONS CAN BE OBTAINED BY CONTACTING THE FOUNDATION. | MARCH 1ST OF EACH YEAR | SCHOLARSHIPS ARE PROVIDED FOR ALL LEVELS OF SCHOOL INCLUDING PRIVATE GRADE SCHOOLS, HIGH SCHOOLS, COLLEGES AND UNIVERSITIES BASED ON MERIT OR NEED. |
| WILLIAM AND ANN GRACE FOUNDATION | |||||||
| 6925 E INDIAN SCHOOL RD | SCOTTSDALE | AZ | 85251 | 6029568254 | APPLICATIONS ARE ACCEPTED ON ANY COMMONLY USED GRANT APPLICATION FORM | NON. GRANT APPLICATIONS ARE ACCEPTED ON A CONTINUAL BASIS | WHILE GRANTS ARE PRIMARILY MADE IN ARIZONA AND NORTHWEST MISSOURI, THERE ARE NO LIMITATIONS ON AWARDS. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (97 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CINCINNATI CHILDREN'S HOSPITAL | ||||||
| 3333 BURNET AVE | CINCINATTI | OH | 45229 | PC | YOUTH HEALTH | $630,467 |
| CHILDREN'S ONCOLOGY GROUP FOUNDATION | ||||||
| 3720 SPRUCE ST 506 | PHILADELPHIA | PA | 19104 | PC | YOUTH HEALTH | $193,947 |
| NEW PATHWAYS FOR YOUTH | ||||||
| 901 E JEFFERSON ST | PHOENIX | AZ | 85034 | PC | YOUTH LIFE ENHANCEMENT | $5,000 |
| TEAM RUBICON | ||||||
| 5230 PACIFIC CONCOURSE DR STE 200 | LOS ANGELES | CA | 90045 | PC | EMERGENCY RESPONSE | $3,500 |
| SAVE THE CHILDREN | ||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | PC | YOUTH HEALTH | $1,100 |
| M3F 2021 SCHOLARSHIP | ||||||
| 67 W CULVER ST | PHOENIX | AZ | 85003 | PC | SCHOLARSHIP AWARD | $960 |
| ARIZONA HUMANE SOCIETY | ||||||
| 1521 W DOBBINS RD | PHOENIX | AZ | 85041 | PC | ANIMAL SHELTER | $500 |
| EXECUTIVE COUNCIL CHARITIES | ||||||
| 4114 E INDIAN SCHOOL RD | PHOENIX | AZ | 85018 | PC | YOUTH LIFE ENHANCEMENT | $7,000 |
| SUN DEVIL CLUB | ||||||
| PO BOX 8772205 | TEMPE | AZ | 85287 | PC | STUDENT ATHLETICS | $3,000 |
| FORE THE KIDS | ||||||
| 8810 N VIA LA SERENA | PARADISE VALLEY | AZ | 85253 | PC | YOUTH LIFE ENHANCEMENT | $2,500 |
| SAVE THE KIDS | ||||||
| 6822 22ND AVE N 355 | ST PETERSBURG | FL | 33710 | PC | YOUTH LIFE ENHANCEMENT | $100 |
| AMANDA BROWN | ||||||
| 800 W UNIVERSITY | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $3,896 |
| ASPEN PRESTON | ||||||
| 201 E VERMONT ST | KING CITY | MO | 64463 | I | SCHOLARSHIP AWARD | $2,000 |
| ALEXANDRA BONNELL | ||||||
| 1430 TULANE AVE | NEW ORLEANS | LA | 70112 | I | SCHOLARSHIP AWARD | $7,500 |
| J GREY | ||||||
| 425 E UNIVERSITY DR | TEMPE | AZ | 85287 | I | SCHOLARSHIP AWARD | $5,000 |
| M CUMMINS | ||||||
| 425 E UNIVERSITY DR | TEMPE | AZ | 85287 | I | SCHOLARSHIP AWARD | $2,000 |
| K CUMMINS | ||||||
| 425 E UNIVERSITY DR | TEMPE | AZ | 85287 | I | SCHOLARSHIP AWARD | $2,000 |
| S DOOLITTLE | ||||||
| 5050 AVE MARIA BLVD | AVE MARIA | FL | 34142 | I | SCHOLARSHIP AWARD | $2,000 |
| K MCMILLEN | ||||||
| 335 E SWENSSON ST | LINDSBORG | KS | 67456 | I | SCHOLARSHIP AWARD | $5,000 |
| K MESSNER | ||||||
| 411 CENTRAL METHODIST SQUARE | FAYETTE | MO | 65248 | I | SCHOLARSHIP AWARD | $2,000 |
| MICHELLE ZAMUIDO | ||||||
| 207 W CLAREDON AVE UNIT 4 | PHOENIX | AZ | 85013 | I | SCHOLARSHIP AWARD | $7,000 |
| HAILEY PAYNE | ||||||
| 900 N BENTON AVE | SPRINGFIELD | MO | 65802 | I | SCHOLARSHIP AWARD | $3,250 |
| M SAGER | ||||||
| 1 UNIVERSITY PL | LAMONI | IA | 50140 | I | SCHOLARSHIP AWARD | $5,000 |
| D PETERSON | ||||||
| ROOM 0210 BEARDSHEAR HALL | AMES | IA | 50011 | I | SCHOLARSHIP AWARD | $7,500 |
| J PETERSON | ||||||
| ROOM 0210 BEARDSHEAR HALL | AMES | IA | 50011 | I | SCHOLARSHIP AWARD | $2,000 |
| MEGHAN LAWRENCE | ||||||
| 901 S NATIONAL AVE | SPRINGFIELD | MO | 65897 | I | SCHOLARSHIP AWARD | $2,000 |
| P BROWN | ||||||
| 901 S NATIONAL AVE | SPRINGFIELD | MO | 65897 | I | SCHOLARSHIP AWARD | $7,500 |
| A GROVES | ||||||
| 901 S NATIONAL AVE | SPRINGFIELD | MO | 65897 | I | SCHOLARSHIP AWARD | $7,500 |
| N ECKER | ||||||
| 901 S NATIONAL AVE | SPRINGFIELD | MO | 65897 | I | SCHOLARSHIP AWARD | $5,000 |
| T PARSON | ||||||
| 901 S NATIONAL AVE | SPRINGFIELD | MO | 65897 | I | SCHOLARSHIP AWARD | $6,000 |
| H GROVES | ||||||
| 901 S NATIONAL AVE | SPRINGFIELD | MO | 65897 | I | SCHOLARSHIP AWARD | $6,000 |
| L BROWN | ||||||
| 901 S NATIONAL AVE | SPRINGFIELD | MO | 65897 | I | SCHOLARSHIP AWARD | $6,000 |
| L WATSON | ||||||
| 901 S NATIONAL AVE | SPRINGFIELD | MO | 65897 | I | SCHOLARSHIP AWARD | $6,000 |
| C GREENWELL | ||||||
| 4525 DOWNS DR | SAINT JOSEPH | MO | 64507 | I | SCHOLARSHIP AWARD | $3,750 |
| S KING | ||||||
| 4525 DOWNS DR | SAINT JOSEPH | MO | 64507 | I | SCHOLARSHIP AWARD | $3,750 |
| M FINNEY | ||||||
| 4525 DOWNS DR | SAINT JOSEPH | MO | 64507 | I | SCHOLARSHIP AWARD | $7,500 |
| R ELLIS | ||||||
| 4525 DOWNS DR | SAINT JOSEPH | MO | 64507 | I | SCHOLARSHIP AWARD | $6,000 |
| B MCINTYRE | ||||||
| 4525 DOWNS DR | SAINT JOSEPH | MO | 64507 | I | SCHOLARSHIP AWARD | $2,500 |
| L OSBORN | ||||||
| 1301 MAIN ST | TRENTON | MO | 64683 | I | SCHOLARSHIP AWARD | $5,000 |
| J OWNES | ||||||
| 1301 MAIN ST | TRENTON | MO | 64683 | I | SCHOLARSHIP AWARD | $5,000 |
| S MAYS | ||||||
| 1301 MAIN ST | TRENTON | MO | 64683 | I | SCHOLARSHIP AWARD | $2,500 |
| B ELDER | ||||||
| 1301 MAIN ST | TRENTON | MO | 64683 | I | SCHOLARSHIP AWARD | $2,000 |
| E REHLING | ||||||
| PO BOX 6100 | FLAGSTAFF | AZ | 86011 | I | SCHOLARSHIP AWARD | $6,000 |
| T AKINS | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $7,500 |
| G BOUNDS | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $7,500 |
| A DAVIS | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $12,500 |
| A LANDUYT | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $5,196 |
| E POPPA | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $7,500 |
| K BRADY | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $5,000 |
| S GREGORY | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $5,000 |
| R HOUTS | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $5,000 |
| F HULIN | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $5,000 |
| B MEDINA | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $7,500 |
| F SANDERS | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $5,000 |
| G STOLL | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $5,000 |
| M WALKER | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $2,500 |
| C WILSON | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $5,000 |
| S BENNETT | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $6,000 |
| K BREMER | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $6,000 |
| C LESLIE | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $5,000 |
| T BAIN | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $6,000 |
| M MARTIN | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $3,250 |
| C SMITH | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $3,250 |
| T BEARS | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $3,250 |
| C BRADY | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $3,250 |
| C MCINTYRE | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $3,250 |
| D JONES | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $3,250 |
| T GIESKEN | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $3,250 |
| K HARRIS | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $3,750 |
| S ANTHONY | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $2,000 |
| S CROSS | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $2,000 |
| T RUNYAN | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $2,000 |
| C SMITH | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $2,000 |
| B WILLIAMS | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $2,000 |
| G WILSON | ||||||
| 800 UNIVERSITY DR | MARYVILLE | MO | 64468 | I | SCHOLARSHIP AWARD | $2,000 |
| A MARTICKE | ||||||
| 8700 NW RIVER PARK DR | PARKVIEW | MO | 64152 | I | SCHOLARSHIP AWARD | $7,500 |
| A WILSON | ||||||
| 1025 WEST KENOSHA | BROKEN ARROW | OK | 74012 | I | SCHOLARSHIP AWARD | $2,500 |
| A BOUNDS | ||||||
| 1025 WEST KENOSHA | BROKEN ARROW | OK | 74012 | I | SCHOLARSHIP AWARD | $2,500 |
| M RAINEY | ||||||
| 1600 UNIVERSITY AVE | BOLIVAR | MO | 65613 | I | SCHOLARSHIP AWARD | $6,000 |
| G NEWMAN | ||||||
| 1501 W TOWNLINE ST | CRESTON | IA | 50801 | I | SCHOLARSHIP AWARD | $2,000 |
| E MERCER | ||||||
| 404 N 13TH ST | TARKIO | MO | 64491 | I | SCHOLARSHIP AWARD | $2,000 |
| L SHOUSH | ||||||
| 100 E NORMAL AVE | KIRKSVILLE | MO | 63501 | I | SCHOLARSHIP AWARD | $6,000 |
| A KELSO | ||||||
| 1423 E UNIVERSITY BLVD | TUCSON | AZ | 85721 | I | SCHOLARSHIP AWARD | $2,000 |
| V MCLAIN | ||||||
| 1100 WARD EDWARDS BLDG | WARRENSBURG | MO | 64093 | I | SCHOLARSHIP AWARD | $7,500 |
| C SCHIMMING | ||||||
| 1100 WARD EDWARDS BLDG | WARRENSBURG | MO | 64093 | I | SCHOLARSHIP AWARD | $2,500 |
| T PETERSON | ||||||
| 208 CALVIN HALL | IOWA CITY | IA | 52242 | I | SCHOLARSHIP AWARD | $7,500 |
| S MIKES | ||||||
| 6000 COLLEGE LN | JAMESTOWN | ND | 58405 | I | SCHOLARSHIP AWARD | $2,000 |
| Q MANRING | ||||||
| 1502 IOWA ST | LAWRENCE | KS | 66045 | I | SCHOLARSHIP AWARD | $7,500 |
| A NELSON | ||||||
| 1502 IOWA ST | LAWRENCE | KS | 66045 | I | SCHOLARSHIP AWARD | $6,000 |
| M WOODY | ||||||
| 4320 S DIXIE HWY | CORAL GABLES | FL | 33146 | I | SCHOLARSHIP AWARD | $3,250 |
| G BAIN | ||||||
| 4901 EVERGREEN RD | DEARBORN | MI | 48128 | I | SCHOLARSHIP AWARD | $11,250 |
| A SIMMERMAN | ||||||
| 230 JESSE HALL | COLUMBIA | MO | 65211 | I | SCHOLARSHIP AWARD | $5,000 |
| M MARTIN | ||||||
| 230 JESSE HALL | COLUMBIA | MO | 65211 | I | SCHOLARSHIP AWARD | $2,000 |
| T MCQUEEN | ||||||
| 5100 ROCKHILL RD | KANSAS CITY | MO | 64110 | I | SCHOLARSHIP AWARD | $6,000 |
| B HAILEY | ||||||
| 4100 S 4TH ST | LEAVENWORTH | KS | 64431 | I | SCHOLARSHIP AWARD | $9,000 |
| J PARSONS | ||||||
| 501 WESTMINSTER AVE | FULTON | MO | 65251 | I | SCHOLARSHIP AWARD | $5,000 |
| M JENSEN | ||||||
| 1845 FAIRMOUNT ST | WICHITA | KS | 67260 | I | SCHOLARSHIP AWARD | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,250,916 | 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 | $55,955 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $55,955 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,955 | 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 | $4,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,600 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,321 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,321 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TELEPHONE | $1,995 | $0 | $0 | $1,995 |
| BANK SERVICE CHARGES | $5,328 | $5,328 | $0 | $0 |
| PENALTIES | $58 | $0 | $0 | $0 |
| POSTAGE | $38 | $0 | $0 | $38 |
| OFFICE EXPENSE | $1,134 | $0 | $0 | $1,134 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF UNSPENT GRANTS | Desc |
| Amt | $19,350 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTION PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $164,631 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES PAID | CategoryTxt |
| Amt | $1,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |