FLINN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FLINN FOUNDATION (EIN 86-0421476)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202223129349102207
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-08T16:40:15-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341884125 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4722 N 24TH ST STE 300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | 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 | 860421476 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLINN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLIN | BusinessNameControlTxt |
| Phone | 6027446800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1802 N CENTRAL AVENUE | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 850041506 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STACY TUCKER | PersonNm |
| Person Title | VICE PRESIDENT & CFO | PersonTitleTxt |
| Phone | 6027446800 | 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 | STACY | PersonFirstNm |
| Person Last | TUCKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY A O'LOUGHLIN | PreparerPersonNm |
| PTIN | P00869687 | PTIN |
| Phone | 6022646835 | PhoneNum |
| Preparation | 2022-11-08 | PreparationDt |
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 | $285,130,665 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $181,275 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $712,512 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $578,073 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,659,734 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,871,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,238,960 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $777,613 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,946,694 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,331,134 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,763,727 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,023,406 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,700 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $994,706 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,966,560 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,325 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,960,235 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $596,204 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $596,203 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,865 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21,865 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $111,634 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $55,817 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $55,817 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $942,403 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $890,016 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $276,674 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $317,337 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $758,279 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $222,097 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $162,328 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $211,575 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $21,157 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $208,010 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $208,010 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $269,431 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $883 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $268,548 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $44,713 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $44,713 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $153,249 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,508 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $148,741 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,307,329 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,546,840 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,737,840 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,584,103 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,627,388 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,891,432 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,546,840 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,365,228 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,439,702 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,216,887 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,170,058 | CashBOYAmt |
| Cash EOY | $1,298,765 | CashEOYAmt |
| Cash EOYFMV | $1,298,765 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,846,025 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,290,374 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,290,374 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $60,800 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $82,136 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $82,136 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $243,334,688 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $278,483,027 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $278,483,027 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,946,132 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,590,861 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,543,348 | LandBOYAmt |
| Land EOY | $3,355,271 | LandEOYAmt |
| Land EOYFMV | $3,355,271 | LandEOYFMVAmt |
| Other Assets BOY | $1,639,146 | OtherAssetsBOYAmt |
| Other Assets EOY | $621,092 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $621,092 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $255,594,065 | TotalAssetsBOYAmt |
| Total Assets EOY | $285,130,665 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $285,130,665 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $435,308 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $379,407 | AccountsPayableEOYAmt |
| Grants Payable BOY | $55,745 | GrantsPayableBOYAmt |
| Grants Payable EOY | $12,095 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $733,865 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,062,075 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,224,918 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,453,577 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $254,369,147 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $283,677,088 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $254,369,147 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $283,677,088 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $255,594,065 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $285,130,665 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $254,369,147 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,439,702 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,868,239 | OtherIncreasesAmt |
| Subtotal | $283,677,088 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $283,677,088 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (79 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| FUND 1 STCG | P | 2021-01-01 | 2021-12-31 | $11,171 | $11,171 | $11,171 | |
| FUND 1 LTCG | P | 2012-01-01 | 2021-12-31 | $156,651 | $156,651 | $156,651 | |
| FUND 4 STCG | P | 2021-01-01 | 2021-12-31 | $4,869,995 | $4,869,995 | $4,869,995 | |
| FUND 4 LTCG | P | 2012-01-01 | 2021-12-31 | $7,439,074 | $7,439,074 | $7,439,074 | |
| FUND 4 1256 G/L | P | 2012-01-01 | 2021-12-31 | $150,902 | $150,902 | $150,902 | |
| FUND 5 STCG | P | 2021-01-01 | 2021-12-31 | -$7 | -$7 | $7 | |
| FUND 5 LTCG | P | 2012-01-01 | 2021-12-31 | -$115,868 | -$115,868 | $115,868 | |
| FUND 6 STCG | P | 2021-01-01 | 2021-12-31 | $1,623 | $1,623 | $1,623 | |
| FUND 6 LTCG | P | 2012-01-01 | 2021-12-31 | $171,052 | $171,052 | $171,052 | |
| FUND 7 LTCG | P | 2012-01-01 | 2021-12-31 | $182,054 | $182,054 | $182,054 | |
| FUND 8 LTCG | P | 2012-01-01 | 2021-12-31 | $182,033 | $182,033 | $182,033 | |
| FUND 9 LTCG | P | 2012-01-01 | 2021-12-31 | $127,098 | $127,098 | $127,098 | |
| FUND 11 LTCG | P | 2012-01-01 | 2021-12-31 | $8,212 | $8,212 | $8,212 | |
| FUND 13 STCG | P | 2021-01-01 | 2021-12-31 | $101 | $101 | $101 | |
| FUND 14 STCG | P | 2021-01-01 | 2021-12-31 | $354 | $354 | $354 | |
| FUND 14 LTCG | P | 2012-01-01 | 2021-12-31 | $442,425 | $442,425 | $442,425 | |
| FUND 15 LTCG | P | 2012-01-01 | 2021-12-31 | $163,890 | $163,890 | $163,890 | |
| FUND 16 STCG | P | 2021-01-01 | 2021-12-31 | $12,025 | $12,025 | $12,025 | |
| FUND 16 LTCG | P | 2012-01-01 | 2021-12-31 | $213,984 | $213,984 | $213,984 | |
| FUND 16 1256 G/L | P | 2012-01-01 | 2021-12-31 | -$1,355 | -$1,355 | $1,355 | |
| FUND 17 STCG | P | 2021-01-01 | 2021-12-31 | -$129 | -$129 | $129 | |
| FUND 17 LTCG | P | 2012-01-01 | 2021-12-31 | -$17,169 | -$17,169 | $17,169 | |
| FUND 18 STCG | P | 2021-01-01 | 2021-12-31 | $53 | $53 | $53 | |
| FUND 18 LTCG | P | 2012-01-01 | 2021-12-31 | -$4,939 | -$4,939 | $4,939 | |
| FUND 18 1256 G/L | P | 2012-01-01 | 2021-12-31 | $46 | $46 | $46 | |
| FUND 19 STCG | P | 2021-01-01 | 2021-12-31 | -$112 | -$112 | $112 | |
| FUND 19 LTCG | P | 2012-01-01 | 2021-12-31 | $171,198 | $171,198 | $171,198 | |
| FUND 20 STCG | P | 2021-01-01 | 2021-12-31 | $205 | $205 | $205 | |
| FUND 20 LTCG | P | 2012-01-01 | 2021-12-31 | $299,926 | $299,926 | $299,926 | |
| FUND 21 STCG | P | 2021-01-01 | 2021-12-31 | $148,762 | $148,762 | $148,762 | |
| FUND 21 LTCG | P | 2012-01-01 | 2021-12-31 | $167,556 | $167,556 | $167,556 | |
| FUND 21 1256 G/L | P | 2012-01-01 | 2021-12-31 | $36,212 | $36,212 | $36,212 | |
| FUND 22 STCG | P | 2021-01-01 | 2021-12-31 | $14,294 | $14,294 | $14,294 | |
| FUND 22 LTCG | P | 2012-01-01 | 2021-12-31 | $23,004 | $23,004 | $23,004 | |
| FUND 22.1 LTCG | P | 2012-01-01 | 2021-12-31 | $2,535 | $2,535 | $2,535 | |
| FUND 23 STCG | P | 2021-01-01 | 2021-12-31 | $33,831 | $33,831 | $33,831 | |
| FUND 23 LTCG | P | 2012-01-01 | 2021-12-31 | $191,667 | $191,667 | $191,667 | |
| FUND 22.4 LTCG | P | 2012-01-01 | 2021-12-31 | $329 | $329 | $329 | |
| FUND 24 LTCG | P | 2012-01-01 | 2021-12-31 | -$8,250 | -$8,250 | $8,250 | |
| FUND 25 LTCG | P | 2012-01-01 | 2021-12-31 | -$11,350 | -$11,350 | $11,350 | |
| FUND 29 STCG | P | 2021-01-01 | 2021-12-31 | $49,887 | $49,887 | $49,887 | |
| FUND 29 LTCG | P | 2012-01-01 | 2021-12-31 | $53,600 | $53,600 | $53,600 | |
| FUND 30 STCG | P | 2021-01-01 | 2021-12-31 | $21,037 | $21,037 | $21,037 | |
| FUND 30 LTCG | P | 2012-01-01 | 2021-12-31 | -$754 | -$754 | $754 | |
| FUND 31 LTCG | P | 2012-01-01 | 2021-12-31 | -$45,909 | -$45,909 | $45,909 | |
| FUND 32 STCG | P | 2021-01-01 | 2021-12-31 | -$157,026 | -$157,026 | $157,026 | |
| FUND 32 LTCG | P | 2012-01-01 | 2021-12-31 | $852,685 | $852,685 | $852,685 | |
| FUND 77 LTCG | P | 2012-01-01 | 2021-12-31 | $3,033 | $3,033 | $3,033 | |
| FUND 33 STCG | P | 2021-01-01 | 2021-12-31 | -$8,831 | -$8,831 | $8,831 | |
| FUND 33 LTCG | P | 2012-01-01 | 2021-12-31 | $976 | $976 | $976 | |
| FUND 34 STCG | P | 2021-01-01 | 2021-12-31 | -$29 | -$29 | $29 | |
| FUND 34 LTCG | P | 2012-01-01 | 2021-12-31 | -$13,667 | -$13,667 | $13,667 | |
| FUND 35 LTCG | P | 2012-01-01 | 2021-12-31 | -$2,032 | -$2,032 | $2,032 | |
| FUND 36 STCG | P | 2021-01-01 | 2021-12-31 | $4,057 | $4,057 | $4,057 | |
| FUND 36 LTCG | P | 2012-01-01 | 2021-12-31 | $2,788,390 | $2,788,390 | $2,788,390 | |
| FUND 37 STCG | P | 2021-01-01 | 2021-12-31 | $7,913 | $7,913 | $7,913 | |
| FUND 37 LTCG | P | 2012-01-01 | 2021-12-31 | $1,652,462 | $1,652,462 | $1,652,462 | |
| FUND 38 STCG | P | 2021-01-01 | 2021-12-31 | $120,312 | $120,312 | $120,312 | |
| FUND 38 LTCG | P | 2012-01-01 | 2021-12-31 | $162,591 | $162,591 | $162,591 | |
| FUND 39 STCG | P | 2021-01-01 | 2021-12-31 | $436 | $436 | $436 | |
| FUND 39 LTCG | P | 2012-01-01 | 2021-12-31 | $186,746 | $186,746 | $186,746 | |
| FUND 39 1256 G/L | P | 2012-01-01 | 2021-12-31 | -$54 | -$54 | $54 | |
| FUND 41 STCG | P | 2021-01-01 | 2021-12-31 | -$292,270 | -$292,270 | $292,270 | |
| FUND 41 LTCG | P | 2012-01-01 | 2021-12-31 | $1,534,326 | $1,534,326 | $1,534,326 | |
| FUND 42 LTCG | P | 2012-01-01 | 2021-12-31 | $22,000 | $22,000 | $22,000 | |
| FUND 43 LTCG | P | 2012-01-01 | 2021-12-31 | -$12,782 | -$12,782 | $12,782 | |
| FUND 43 1256 G/L | P | 2012-01-01 | 2021-12-31 | $55 | $55 | $55 | |
| FUND 43.2 LTCG | P | 2012-01-01 | 2021-12-31 | $1,600 | $1,600 | $1,600 | |
| FUND 44 STCG | P | 2021-01-01 | 2021-12-31 | $48,987 | $48,987 | $48,987 | |
| FUND 44 LTCG | P | 2012-01-01 | 2021-12-31 | $1,033,812 | $1,033,812 | $1,033,812 | |
| FUND 46 STCG | P | 2021-01-01 | 2021-12-31 | -$707,927 | -$707,927 | $707,927 | |
| FUND 46 LTCG | P | 2012-01-01 | 2021-12-31 | $777,466 | $777,466 | $777,466 | |
| FUND 47 LTCG | P | 2012-01-01 | 2021-12-31 | -$184 | -$184 | $184 | |
| FUND 48 STCG | P | 2021-01-01 | 2021-12-31 | $109,393 | $109,393 | $109,393 | |
| FUND 48 LTCG | P | 2012-01-01 | 2021-12-31 | $511,329 | $511,329 | $511,329 | |
| FUND 49 LTCG | P | 2012-01-01 | 2021-12-31 | -$1,808 | -$1,808 | $1,808 | |
| FUND 67 GAIN ON DISPOSITION | P | 2012-01-01 | 2021-12-31 | $204,943 | $204,943 | $204,943 | |
| FUND 64 LTCG | P | 2012-01-01 | 2021-12-31 | $99,144 | $99,144 | $99,144 | |
| SALE OF ASSET PREVIOUSLY WRITTEN OFF | P | 2012-01-01 | 2021-12-31 | $171,970 | $171,970 | $171,970 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,238,960 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $364,415 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $364,415 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $364,415 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $319,202 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $70,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $389,202 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $820 | EsPenaltyAmt |
| Overpayment | $23,967 | OverpaymentAmt |
| Applied To ES Tax | $23,967 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.FLINN.ORG | WebsiteAddressTxt |
| Individual With Books | STACY TUCKER | IndividualWithBooksNm |
| Phone | 6027446800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1802 N CENTRAL AVENUE | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| DREW M BROWN | ||||||||
| 1802 N CENTRAL AVE | PHOENIX | AZ | 85004 | DIRECTOR | 2.30 | $30,000 | $0 | $0 |
| RICHARD J CASELLI MD | ||||||||
| 1802 N CENTRAL AVE | PHOENIX | AZ | 85004 | DIRECTOR | 2.30 | $30,000 | $0 | $0 |
| DAVID J GULLEN | ||||||||
| 1802 N CENTRAL AVE | PHOENIX | AZ | 85004 | CHAIRMAN | 3.30 | $42,500 | $0 | $0 |
| HEIDI JANNENGA | ||||||||
| 1802 N CENTRAL AVE | PHOENIX | AZ | 85004 | DIRECTOR | 2.30 | $17,500 | $0 | $0 |
| SHAUN A KIRKPATRICK | ||||||||
| 1802 N CENTRAL AVE | PHOENIX | AZ | 85004 | DIRECTOR | 2.30 | $30,000 | $0 | $0 |
| ROSELLEN PAPP | ||||||||
| 1802 N CENTRAL AVE | PHOENIX | AZ | 85004 | TREASURER | 2.30 | $30,000 | $0 | $0 |
| ERIC REIMAN MD | ||||||||
| 1802 N CENTRAL AVE | PHOENIX | AZ | 85004 | SECRETARY | 2.30 | $30,000 | $0 | $0 |
| W SCOTT ROBERTSON | ||||||||
| 1802 N CENTRAL AVE | PHOENIX | AZ | 85004 | DIRECTOR | 2.30 | $30,000 | $0 | $0 |
| AVEIN SAATY-TAFOYA | ||||||||
| 1802 N CENTRAL AVE | PHOENIX | AZ | 85004 | DIRECTOR | 2.30 | $15,000 | $0 | $0 |
| STEVEN M WHEELER | ||||||||
| 1802 N CENTRAL AVE | PHOENIX | AZ | 85004 | VICE CHAIR | 2.30 | $32,000 | $0 | $0 |
| TAMMY MCLEOD | ||||||||
| 1802 N CENTRAL AVE | PHOENIX | AZ | 85004 | PRESIDENT & CEO/ASST SECRETARY | 45.00 | $416,236 | $54,908 | $0 |
| STACY L TUCKER | ||||||||
| 1802 N CENTRAL AVE | PHOENIX | AZ | 85004 | CFO/ASST TREASURER | 45.00 | $223,932 | $41,330 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| BRADLEY HALVORSEN | ||||||||
| 1802 N CENTRAL AVE | PHOENIX | AZ | 85004 | EXEC VICE PRESIDENT | 45.00 | $233,627 | $65,818 | $0 |
| MARY O'REILLY | ||||||||
| 1802 N CENTRAL AVE | PHOENIX | AZ | 85004 | VICE PRESIDENT | 45.00 | $171,607 | $55,766 | $0 |
| MATTHEW ELLSWORTH | ||||||||
| 1802 N CENTRAL AVE | PHOENIX | AZ | 85004 | VICE PRESIDENT | 45.00 | $174,643 | $48,562 | $0 |
| DAWN WALLACE | ||||||||
| 1802 N CENTRAL AVE | PHOENIX | AZ | 85004 | VICE PRESIDENT | 45.00 | $165,355 | $50,743 | $0 |
| ANNE LASSEN | ||||||||
| 1802 N CENTRAL AVE | PHOENIX | AZ | 85004 | VICE PRESIDENT | 45.00 | $126,918 | $38,406 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 10 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | INVESTMENT CONSULTING | $632,612 |
| ERNST & YOUNG | |||||
| 155 NORTH WACKER DRIVE | CHICAGO | IL | 60606 | TAX SERVICES | $55,984 |
| GRANT THORTON LLP | |||||
| 2398 E CAMELBACK RD STE 600 | PHOENIX | AZ | 85016 | AUDIT SERVICES | $55,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | BIOSCIENCETHE FLINN FOUNDATION SUPPORTS THE ADVANCEMENT OF THE BIOSCIENCES IN ARIZONA THROUGH GRANTMAKING AND COORDINATION OF ARIZONA'S BIOSCIENCE ROADMAP, WHICH WAS RELEASED IN 2002 AND UPDATED IN 2014 TO GUIDE THE GROWTH AND DEVELOPMENT OF THE STATE'S BIOSCIENCE SECTOR THROUGH 2025. THE ROADMAP'S TAGLINE, "ADVANCING THE BIOSCIENCES AND IMPROVING HEALTH OUTCOMES" RECOGNIZES THE BROAD SPECTRUM WITHIN THE BIOSCIENCES, THE EMERGING FIELDS OF HEALTH INFORMATICS, ECONOMICS, AND DIAGNOSTICS AS WELL AS THE CENTRAL ROLE OF HEALTHCARE WITHIN THE BIOSCIENCE SECTOR. | Description1Txt |
| Expenses1 | $1,341,175 | Expenses1Amt |
| Description2 | CIVIC LEADERSHIPTHE FLINN FOUNDATION SUPPORTS AND ADMINISTERS THE ARIZONA CENTER FOR CIVIC LEADERSHIP (CENTER), TO ENHANCE CIVIC LIFE IN ARIZONA THROUGH EDUCATION, ENGAGEMENT, AND LEADERSHIP PROGRAMS. A PRIMARY COMPONENT OF THE CENTER IS THE FLINN-BROWN FELLOWSHIP, WHICH AIMS TO DEVELOP FUTURE STATE-LEVEL LEADERS THROUGH NON-PARTISAN, OBJECTIVE SEMINARS ON POLICY ISSUES. THE CENTER ALSO HAS A LEADERSHIP COLLABORATIVE AS A STATEWIDE RESOURCE FOR ORGANIZATIONS INTERESTED AND INVOLVED IN STRENGTHENING CIVIC LEADERSHIP. THERE ARE ALSO MONTHLY VIRTUAL PUBLIC POLICY SEMINARS THROUGH THE CIVEX PROGRAM. | Description2Txt |
| Expenses2 | $858,793 | Expenses2Amt |
| Description3 | FLINN SCHOLARSIN PARTNERSHIP WITH ARIZONA'S THREE PUBLIC UNIVERSITIES, THE FLINN FOUNDATION AWARDS ABOUT 20 SCHOLARSHIPS TO ARIZONA'S TOP HIGH-SCHOOL SENIORS FOR EIGHT SEMESTERS OF STUDY AT ONE OF THE THREE STATE UNIVERSITIES. THE FLINN SCHOLARSHIP COVERS TUITION, FEES, HOUSING, MEALS, AND STUDY ABROAD. | Description3Txt |
| Expenses3 | $741,737 | Expenses3Amt |
| Description4 | ARTS AND CULTURETHE FLINN FOUNDATION IS DEDICATED TO IMPROVING THE FINANCIAL AND CREATIVE HEALTH OF ARIZONA'S ARTS-AND-CULTURE ORGANIZATIONS. THE INITIATIVE FOR FINANCIAL AND CREATIVE HEALTH, WHICH IS A GRANTS PROGRAM, AIMS TO IDENTIFY CAPITALIZATION NEEDS, DESIGN STRATEGIES TO ADDRESS THOSE NEEDS, AND STRENGTHEN CREATIVE PROGRAMS AMONG ARIZONA'S LARGEST ARTS AND CULTURE ORGANIZATIONS. THE FOUNDATION ALSO PARTNERS WITH THE ARIZONA COMMISSION ON THE ARTS AND SMU DATAARTS TO HELP ARIZONANS PARTICIPATE AND EXPERIENCE THE ARTS AND COLLECT AND SHARE DATA. | Description4Txt |
| Expenses4 | $216,954 | Expenses4Amt |
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 | $48,114,570 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,060,746 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $227,148,187 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $283,323,503 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $283,323,503 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,249,853 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $279,073,650 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,953,683 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,953,683 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $364,415 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $364,415 | TotalTaxAmt |
| Distributable Before Adj | $13,589,268 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $45,552 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,634,820 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,634,820 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,365,228 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $16,181 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $10,381,409 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,634,820 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,249,384 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,381,409 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,249,384 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,132,025 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,502,795 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARIZONA CENTER FOR NATURE CONSERVATION | ||||||||
| 455 NORTH GALVIN PARKWAY | PHOENIX | AZ | 85008 | NONE | PC | COVID-19 RECOVERY PHASE PLANNING | $60,000 | |
| ARIZONA COMMISSION ON THE ARTS | ||||||||
| 417 W ROOSEVELT STREET | PHOENIX | AZ | 85003 | NONE | GOV | TECHNICAL ASSISTANCE TO DATA ARTS | $7,000 | |
| ARIZONA COMMISSION ON THE ARTS | ||||||||
| 417 W ROOSEVELT STREET | PHOENIX | AZ | 85003 | NONE | GOV | GENERAL OPERATING FUNDS | $50,000 | |
| ARIZONA COMMUNTY FOUNDATOIN | ||||||||
| 2201 EAST CAMELBACK RD SUITE 405B | PHOENIX | AZ | 85016 | NONE | PC | ARIZONA TOGETHER FOR IMPACT | $25,000 | |
| ARIZONA GRANT MAKERS FORUM | ||||||||
| 2201 E CAMELBACK ROAD SUITE 405B | PHOENIX | AZ | 85016 | NONE | PC | ORGANIZATIONAL INVESTMENT | $17,124 | |
| ARIZONA OPERA | ||||||||
| 1636 NORTH CENTRAL | PHOENIX | AZ | 85004 | NONE | PC | COVID-19 RECOVERY PHASE II | $60,000 | |
| ARIZONA STATE UNIVERSITY | ||||||||
| PO BOX 870412 | TEMPE | AZ | 85287 | NONE | GOV | 2017-2021 SCHOLARSHIP AWARDS | $560,250 | |
| ARIZONA STATE UNIVERSITY | ||||||||
| PO BOX 877205 | TEMPE | AZ | 85287 | NONE | GOV | SEED GRANT: FLEXBIOTECH FLOURESCENCE TESTING | $50,000 | |
| ARIZONA STATE UNIVERSITY | ||||||||
| PO BOX 877205 | TEMPE | AZ | 85287 | NONE | GOV | SEED GRANT: NEUROMODULATION OF OCCIPITAL NERVE | $50,000 | |
| ARIZONA STATE UNIVERSITY | ||||||||
| PO BOX 877205 | TEMPE | AZ | 85287 | NONE | GOV | SEED GRANT: FIBROUS SCAFFOLDS ROTATOR CUFF | $50,000 | |
| ARIZONA STATE UNIVERSITY FOUNDATION | ||||||||
| 300 E UNIVERSITY DRIVE SUITE 100 | TEMPE | AZ | 85287 | NONE | PC | ART MUSEUM INCARCERATION EXHIBITION SUPPORT | $2,500 | |
| ARIZONA BIOINDUSTRY ASSOCIATION | ||||||||
| 107 SOUTH SOUTHGATE DRIVE | CHANDLER | AZ | 85226 | NONE | NC | TRAILBLAZERS SUPPORT | $1,500 | |
| ARIZONA BIOINDUSTRY ASSOCIATION | ||||||||
| 107 SOUTH SOUTHGATE DRIVE | CHANDLER | AZ | 85226 | NONE | NC | WHITE HAT CONFERENCE SUPPORT | $10,000 | |
| ARIZONA BIOINDUSTRY ASSOCIATION | ||||||||
| 107 SOUTH SOUTHGATE DRIVE | CHANDLER | AZ | 85226 | NONE | NC | ENTREPRENEURSHIP PROGRAM 2021 | $239,750 | |
| ARIZONA SONORA DESERT MUSEUM | ||||||||
| 2201 NORTH KINNEY | TUCSON | AZ | 85743 | NONE | PC | COVID-19 RECOVERY PHASE II | $60,000 | |
| ARTLINK | ||||||||
| PO BOX 3426 | PHOENIX | AZ | 85030 | NONE | PC | LINK UP WITH ARIZONA ARTIST | $24,000 | |
| ARIZONA TECH INVESTORS | ||||||||
| 2824 N POWER RD 113-113 | MESA | AZ | 85215 | NONE | NC | BIOSCIENCES OUTREACH | $7,500 | |
| BALLET ARIZONA | ||||||||
| 2835 E WASHINGTON | PHOENIX | AZ | 85014 | NONE | PC | COVID-19 RECOVERY PHASE II | $60,000 | |
| CENTER FOR FUTURE OF ARIZONA | ||||||||
| 541 EAST VAN BUREN SUITE B-5 | PHOENIX | AZ | 85004 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CHILDREN'S MUSEUM OF PHOENIX | ||||||||
| 215 NORTH 7TH STREET | PHOENIX | AZ | 85034 | NONE | PC | COVID-19 RECOVERY PHASE II | $125,000 | |
| CHILDSPLAY | ||||||||
| 900 SOUTH MITCHELL DR | TEMPE | AZ | 85280 | NONE | PC | COVID-19 RECOVERY PHASE II | $125,000 | |
| ARIZONA STATE UNIVERSITY | ||||||||
| PO BOX 870412 | TEMPE | AZ | 85287 | NONE | GOV | 2018-2020 SCHOLARS TRAVEL PROGRAM | $85,311 | |
| ARIZONA STATE UNIVERSITY | ||||||||
| PO BOX 870412 | TEMPE | AZ | 85287 | NONE | GOV | SCHOLARSHIP INTERNSHIP PROGRAM | $15,255 | |
| ARIZONA STATE UNIVERSITY | ||||||||
| PO BOX 870412 | TEMPE | AZ | 85287 | NONE | GOV | SCHOLAR ACTIVITY FUND | $2,182 | |
| DESERT BOTANICAL GARDEN | ||||||||
| 1201 NORTH GALVIN PARKWAY | PHOENIX | AZ | 85008 | NONE | PC | COVID-19 RECOVERY PHASE II | $60,000 | |
| ECONOMIC COLLABORATIVE OF NORTHERN ARIZONA | ||||||||
| 201 E BIRCH AVE SUITE 12 | FLAGSTAFF | AZ | 86001 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| EQUALITY HEALTH FOUNDATION | ||||||||
| 521 S 3RD STREET | PHOENIX | AZ | 85004 | NONE | PC | BLUE ZONES PROJECT SUPPORT | $25,000 | |
| GREATER PHOENIX ECONOMIC COUNCIL | ||||||||
| 2 NORTH CENTRAL SUITE 2500 | PHOENIX | AZ | 85004 | NONE | PC | ADVANCING THE BIOSCIENCES | $7,500 | |
| HEARD MUSEUM | ||||||||
| 2301 NORTH CENTRAL AVE | PHOENIX | AZ | 85004 | NONE | PC | COVID-19 RECOVERY PHASE II | $100,000 | |
| INDIJ PUBLIC MEDIA | ||||||||
| PO BOX 929 | PHOENIX | AZ | 85001 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| LOCAL FIRST ARIZONA FOUNDATION | ||||||||
| 407 EAST ROOSEVELT STREET | PHOENIX | AZ | 85004 | NONE | PC | GENERAL OPERATING SUPPORT | $26,500 | |
| MUSEUM OF NORTHERN ARIZONA | ||||||||
| 3101 N FT VALLEY ROAD | FLAGSTAFF | AZ | 86001 | NONE | PC | COVID-19 RECOVERY PHASE II | $120,000 | |
| NORTHERN ARIZONA UNIVERSITY | ||||||||
| 2225 N GEMINI DRIVE SUITE 12 | FLAGSTAFF | AZ | 86001 | NONE | GOV | MOONSHOT STUDENT SCHOLARSHIP | $3,000 | |
| NORTHERN ARIZONA UNIVERSITY | ||||||||
| 1395 SOUTH KNOLES DRIVE | FLAGSTAFF | AZ | 86011 | NONE | GOV | SEED GRANT: NOVEL BALLOON STENT DEVICE | $50,000 | |
| NORTHERN ARIZONA UNIVERSITY | ||||||||
| PO BOX 4108 | FLAGSTAFF | AZ | 86011 | NONE | GOV | 2019-2021 SCHOLARSHIP AWARDS | $60,750 | |
| REGIONAL CENTER FOR BORDER HEALTH | ||||||||
| PO BOX 617 | SOMERTON | AZ | 85350 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| SMU DATARTS (FORMERLY CDP) | ||||||||
| 400 MARKET STREET SUITE 600 | PHILADELPHIA | PA | 19106 | NONE | PC | ADVANCE PARTICIPATION IN CDP | $35,708 | |
| STARTUP TUCSON | ||||||||
| PO BOX 1214 | TUCSON | AZ | 85702 | NONE | PC | IDEA FUNDING CONFERENCE SUPPORT | $3,000 | |
| TECHNICAL DEVELOPMENT CORP | ||||||||
| 31 MILK STREET SUITE 310 | BOSTON | MA | 02109 | NONE | PC | CULTURAL DATA PROJECT - CONTINUED TECHNICAL SUPPORT PARTICIPATION | $100,120 | |
| TECOMONY PARTNERS | ||||||||
| 1355 OAKVIEW DRIVE | COLUMBUS | OH | 43235 | NONE | NC | BIOSCIENCE 2022 ROADMAP METRICS | $22,000 | |
| TRANSLATIONAL GENOMICS RESEARCH | ||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | NONE | PC | SEED GRANT: N-GARD: 21ST CENTURY SOLUTION | $50,000 | |
| TRANSLATIONAL GENOMICS RESEARCH | ||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | NONE | PC | SEED GRANT: PREVENTION INHERITED GENETIC DISEASE | $50,000 | |
| TRANSLATIONAL GENOMICS RESEARCH | ||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | NONE | PC | FOLLOW ON SEED GRANT: INNOV APP FOR DIABETES PERSONALIZED | $50,000 | |
| UA COLLEGE OF MEDICINE PHOENIX | ||||||||
| 550 EAST VAN BUREN STREET | PHOENIX | AZ | 85004 | NONE | GOV | CLINICAL DECISION SUPPORT SYSTEM | $500,000 | |
| UNIVERSITY OF ARIZONA HEALTH SCIENCE | ||||||||
| PO BOX 210216 | TUCSON | AZ | 85721 | NONE | GOV | NEUROLOGICAL EFFECTS OF POLLUTANTS | $96,000 | |
| UNIVERSITY OF ARIZONA | ||||||||
| PO BOX 210021 | TUCSON | AZ | 85721 | NONE | GOV | SAMPLE TESTING | $10,000 | |
| UNIVERSITY OF ARIZONA | ||||||||
| PO BOX 210021 | TUCSON | AZ | 85721 | NONE | GOV | SEED GRANT: MICROBIOTA-SPARING LIVE BIOTHERAPEUTIC C. DIFF | $50,000 | |
| UNIVERSITY OF ARIZONA | ||||||||
| PO BOX 210021 | TUCSON | AZ | 85721 | NONE | GOV | SEED GRANT: EARLY DIAGNOSIS OF CHRONIC LUNG DISEASE | $50,000 | |
| UNIVERSITY OF ARIZONA | ||||||||
| PO BOX 210021 | TUCSON | AZ | 85721 | NONE | GOV | SEED GRANT: CONVENING RESEARCHERS BOARD APPROVED $25,000 | $10,000 | |
| UNIVERSITY OF ARIZONA COLLEGE OF SCIENCE | ||||||||
| PO BOX 210021 | TUCSON | AZ | 85721 | NONE | GOV | ASEMS MONITORING AND SUPPORT | $52,000 | |
| UA COLLEGE OF MEDICINE PHOENIX | ||||||||
| 550 EAST VAN BUREN STREET | PHOENIX | AZ | 85004 | NONE | GOV | BUILDING TRANSLATIONAL RESEARCH | $1,500,000 | |
| UNIVERSITY OF ARIZONA COLLEGE OF PHARMACY | ||||||||
| 1295 N MARTIN | TUCSON | AZ | 85721 | NONE | GOV | ESTABLISH PHARMD/MSN DUAL DEGREE | $300,000 | |
| UA SCHOLARSHIPS & FINANCIAL AID | ||||||||
| 1401 E UNIVERSITY BLVD ADM BLDG 208 | TUCSON | AZ | 85721 | NONE | GOV | 2018-2021 SCHOLARSHIP AWARDS | $432,000 | |
| WOLFBROWN LLC | ||||||||
| 918 WEST BOSTON BLVD | DETROIT | MI | 48202 | NONE | NC | SUPPORT OF ARTS ORGANIZATIONS | $59,938 | |
| ARCHWAY CLASSICAL ACADEMY TRIVUIM WEST | ||||||||
| 2001 N BULLARD AVENUE | GOODYEAR | AZ | 85395 | NONE | PC | GENERAL OPERATING SUPPORT | $400 | |
| BANNER ALZHEIMERS FOUNDATION | ||||||||
| 2901 N CENTRAL AVE SUITE 160 | PHOENIX | AZ | 85012 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BARROW NEUROLOGICAL FOUNDATION | ||||||||
| 124 W THOMAS ROAD SUITE 250 | PHOENIX | AZ | 85013 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| CANCER SUPPORT COMMUNITY OFARIZONA | ||||||||
| 360 E PALM LANE | PHOENIX | AZ | 85004 | NONE | PC | GENERAL OPERATING SUPPORT | $250 | |
| CATHOLIC EDUCATION ARIZONA | ||||||||
| 5353 N 16TH STREET SUITE 330 | PHOENIX | AZ | 85016 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| ELEVATEMED SCHOLARS FUND | ||||||||
| 20701 N SCOTTSDALE RD SUITE 107-462 | SCOTTSDALE | AZ | 85255 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FREE ARTS FOR ABUSED CHILDREN OF AZ | ||||||||
| 362 EAST CAMELBACK ROAD SUITE 101 | PHOENIX | AZ | 85012 | NONE | PC | GENERAL OPERATING SUPPORT | $1,600 | |
| FRESH START WOMEN'S FOUNDATION | ||||||||
| 1130 E MCDOWELL ROAD | PHOENIX | AZ | 85006 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| JUNIOR ACHIEVEMENT OF ARIZONA | ||||||||
| 636 W SOUTHERN AVE | TEMPE | AZ | 85282 | NONE | PC | GENERAL OPERATING SUPPORT | $800 | |
| MATTHEW HOUSE AZ INC | ||||||||
| 2820 S ALMA SCHOOL ROAD SUITE | CHANDLER | AZ | 85286 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | 18-223 |
| NORTHERN ARIZONA UNIVERSITY FOUNDATION | ||||||||
| PO BOX 4094 | FLAGSTAFF | AZ | 86011 | NONE | PC | GENERAL OPERATING SUPPORT | $200 | |
| PRESCOTT COLLEGE | ||||||||
| 220 GROVE AVENUE | PRESCOTT | AZ | 86301 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| READ BETTER BE BETTER | ||||||||
| 715 E MONTECITO AVE | PHOENIX | AZ | 85014 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| 501 EAST ROANOKE AVENUE | PHOENIX | AZ | 85004 | NONE | PC | GENERAL OPERATING SUPPORT | $600 | |
| ST MARY'S FOOD BANK | ||||||||
| 2831 N 31ST AVE | PHOENIX | AZ | 85009 | NONE | PC | GENERAL OPERATING SUPPORT | $250 | |
| VALLEY OF THE SUN UNITED WAY | ||||||||
| 3200 E CAMELBACK SUITE 375 | PHOENIX | AZ | 85018 | NONE | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| WEST-MEC | ||||||||
| 5847 N 99TH AVE | GLENDALE | AZ | 85305 | NONE | PC | GENERAL OPERATING SUPPORT | $400 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,627,388 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARIZONA COMMISSION ON THE ARTS | |||||||
| 417 W ROOSEVELT STREET | PHOENIX | AZ | 85003 | NONE | GOV | SUPPORT FOR DATA LIASON | $13,000 |
| ARIZONA COMMUNTY FOUNDATOIN | |||||||
| 2201 EAST CAMELBACK RD SUITE 405B | PHOENIX | AZ | 85016 | NONE | PC | ARIZONA TOGETHER FOR IMPACT | $50,000 |
| ARIZONA STATE UNIVERSITY | |||||||
| PO BOX 870412 | TEMPE | AZ | 85287 | NONE | GOV | 2021 SCHOLARSHIP AWARDS | $526,500 |
| ARIZONA STATE UNIVERSITY | |||||||
| PO BOX 870412 | TEMPE | AZ | 85287 | NONE | GOV | 2021 SCHOLARS TRAVEL PROGRAM | $152,000 |
| ARIZONA STATE UNIVERSITY | |||||||
| PO BOX 877205 | TEMPE | AZ | 85287 | NONE | GOV | SEED GRANT: FLEXBIOTECH FLOURESCENCE TESTING | $50,000 |
| ARIZONA STATE UNIVERSITY | |||||||
| PO BOX 877205 | TEMPE | AZ | 85287 | NONE | GOV | SEED GRANT: NEUROMODULATION OF OCCIPITAL NERVE | $50,000 |
| ARIZONA STATE UNIVERSITY | |||||||
| PO BOX 877205 | TEMPE | AZ | 85287 | NONE | GOV | SEED GRANT: FIBROUS SCAFFOLDS ROTATOR CUFF | $50,000 |
| GREATER PHOENIX ECONOMIC COUNCIL | |||||||
| 2 NORTH CENTRAL SUITE 2500 | PHOENIX | AZ | 85004 | NONE | PC | ADVANCING THE BIOSCIENCES | $37,500 |
| NORTHERN ARIZONA UNIVERSITY | |||||||
| 1395 SOUTH KNOLES DRIVE | FLAGSTAFF | AZ | 86011 | NONE | GOV | SEED GRANT: NOVEL BALLOON STENT DEVICE | $50,000 |
| NORTHERN ARIZONA UNIVERSITY | |||||||
| PO BOX 4108 | FLAGSTAFF | AZ | 86011 | NONE | GOV | 2021 SCHOLARSHIP AWARDS | $121,500 |
| SMU DATARTS (FORMERLY CDP) | |||||||
| 400 MARKET STREET SUITE 600 | PHILADELPHIA | PA | 19106 | NONE | PC | ADVANCE PARTICIPATION IN CDP | $71,417 |
| TECHNICAL DEVELOPMENT CORP | |||||||
| 31 MILK STREET SUITE 310 | BOSTON | MA | 02109 | NONE | PC | CULTURAL DATA PROJECT - CONTINUED | $101,000 |
| TECOMONY PARTNERS | |||||||
| 1355 OAKVIEW DRIVE | COLUMBUS | OH | 43235 | NONE | NC | BIOSCIENCE 2022 ROADMAP METRICS | $22,000 |
| TRANSLATIONAL GENOMICS RESEARCH | |||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | NONE | PC | SEED GRANT: N-GARD: 21ST CENTURY SOLUTION | $50,000 |
| TRANSLATIONAL GENOMICS RESEARCH | |||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | NONE | PC | SEED GRANT: PREVENTION INHERITED GENETIC DISEASE | $50,000 |
| TRANSLATIONAL GENOMICS RESEARCH | |||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | NONE | PC | FOLLOW ON SEED GRANT: INNOV APP FOR DIABETES PERSONALIZED | $50,000 |
| UA COLLEGE OF MEDICINE PHOENIX | |||||||
| 550 EAST VAN BUREN STREET | PHOENIX | AZ | 85004 | NONE | GOV | CLINICAL DECISION SUPPORT SYSTEM | $1,000,000 |
| UA COLLEGE OF MEDICINE PHOENIX | |||||||
| 550 EAST VAN BUREN STREET | PHOENIX | AZ | 85004 | NONE | GOV | BUILDING TRANSLATIONAL RESEARCH | $4,020,000 |
| UA SCHOLARSHIPS & FINANCIAL AID | |||||||
| 1401 E UNIVERSITY BLVD ADM BLDG 208 | TUCSON | AZ | 85721 | NONE | GOV | 2021 SCHOLARSHIP AWARDS | $121,500 |
| UNIVERSITY OF ARIZONA | |||||||
| PO BOX 210021 | TUCSON | AZ | 85721 | NONE | GOV | SEED GRANT: MICROBIOTA-SPARING LIVE BIOTHERAPEUTIC C. DIFF | $50,000 |
| UNIVERSITY OF ARIZONA | |||||||
| PO BOX 210021 | TUCSON | AZ | 85721 | NONE | GOV | SEED GRANT: EARLY DIAGNOSIS OF CHRONIC LUNG DISEASE | $50,000 |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| PO BOX 210109 | TUCSON | AZ | 85721 | NONE | PC | SEED GRANT: CONVENING RESEARCHERS BOARD APPROVED $25,000 | $15,000 |
| UNIVERSITY OF ARIZONA HEALTH SCIENCE | |||||||
| PO BOX 210216 | TUCSON | AZ | 85721 | NONE | GOV | NEUROLOGICAL EFFECTS OF POLLUTANTS | $192,000 |
| WOLFBROWN LLC | |||||||
| 918 WEST BOSTON BLVD | DETROIT | MI | 48202 | NONE | NC | SUPPORT OF ARTS ORGANIZATIONS | $59,385 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,952,802 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $712,512 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $62,278 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,597,456 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| PRIOR YEAR GRANT REFUNDS | 01 | $45,552 | ||
| BOOK INCOME FROM PARTNERSHIPS | 14 | $281,417 | 523000 | $378,985 |
| OTHER INCOME | 01 | $21,406 | 523000 | $50,253 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $491,516 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,658,343 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,149,859 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (1) | 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 |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $251,250 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AZ BIOINDUSTRY ASSOC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | BIOSCIENCE AND MANAGEMENT PROGRAM SUPPORT | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS R BROWN FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 31930 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85751 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $174,125 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT FEES | $55,650 | $27,825 | $27,825 |
| ACCOUNTING FEES - TAX RETURNS | $55,984 | $27,992 | $27,992 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARIZONA BIOINDUSTRY ASSOCIATION #21-03622 | |||||||||||
| 107 SOUTH SOUTHGATE DRIVE | CHANDLER | AZ | 85226 | 2021-03-04 | $239,750 | ENTREPRENEURSHIP PROGRAM | $239,750 | NO | 03/31/22 | 2022-03-31 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. |
| ARIZONA BIOINDUSTRY ASSOCIATION #21-06400 | |||||||||||
| 107 SOUTH SOUTHGATE DRIVE | CHANDLER | AZ | 85226 | 2021-05-06 | $1,500 | BIOSCIENCE AND MANAGEMENT PROGRAM SUPPORT. | $1,500 | NO | 10/09/21 | 2021-10-09 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. |
| ARIZONA BIOINDUSTRY ASSOCIATION #21-6422 | |||||||||||
| 107 SOUTH SOUTHGATE DRIVE | CHANDLER | AZ | 85226 | 2021-07-22 | $10,000 | BIOSCIENCE AND MANAGEMENT PROGRAM SUPPORT. | $10,000 | NO | 09/30/21 | 2021-09-30 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. |
| ARIZONA TECH INVESTORS #21-6424 | |||||||||||
| 11445 E VIA LINDA | SCOTTSDALE | AZ | 85259 | 2021-07-24 | $7,500 | MARKETING SERVICES TO ADVANCE THE BIOSCIENCES ROADMAP | $7,500 | NO | 03/31/22 | 2022-03-31 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. |
| TECONOMY PARTNERS #21-06436 | |||||||||||
| 1355 OAKVIEW DRIVE | COLUMBUS | OH | 43235 | 2021-11-30 | $44,000 | TECHNICAL ADVISING FOR ARIZONA BIOSCIENCE ROADMAP DURING SPRING 2021. PROVIDE METRICS WORK, DATA ASSOCIATED WITH THE ROADMAPS TRANSFORMATIVE MEASURES AND BEST PRACTICES/TRENDS IN THE BIOSCIENCES. | $22,000 | NO | 05/01/22 | 2022-05-01 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. |
| WOLFBROWN LLC #20-03395 | |||||||||||
| 917 WEST BOSTONS BLVD | DETROIT | MI | 48202 | 2020-04-01 | $69,485 | TECHNICAL ADVISING FOR NONPROFIT ARIZONA ARTS ORGANIZATIONS. | $50,622 | NO | 1/29/21,2/26/21,3/31/21,4/30/21,6/30/21,7/30/21,8/31/21,9/30/21,10/29/21 | 2021-10-31 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. |
| WOLFBROWN LLC #21-06425 | |||||||||||
| 918 WEST BOSTONS BLVD | DETROIT | MI | 48202 | 2021-10-01 | $68,700 | TECHNICAL ADVISING FOR NONPROFIT ARIZONA ARTS ORGANIZATIONS. | $9,315 | NO | 11/30/21, 12/15/21 | 2021-12-15 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (63 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FUND 1 | FMV | $2,341,601 | $2,341,601 |
| FUND 2 | FMV | $335,582 | $335,582 |
| FUND 3 | FMV | $1,858,968 | $1,858,968 |
| FUND 4 | FMV | $64,686,762 | $64,686,762 |
| FUND 5 | FMV | $715,850 | $715,850 |
| FUND 6 | FMV | $3,139,576 | $3,139,576 |
| FUND 7 | FMV | $2,109,006 | $2,109,006 |
| FUND 8 | FMV | $3,072,189 | $3,072,189 |
| FUND 9 | FMV | $2,750,441 | $2,750,441 |
| FUND 10 | FMV | $29,054 | $29,054 |
| FUND 11 | FMV | $269,304 | $269,304 |
| FUND 12 | FMV | $240,794 | $240,794 |
| FUND 13 | FMV | $186,136 | $186,136 |
| FUND 14 | FMV | $1,072,638 | $1,072,638 |
| FUND 15 | FMV | $1,008,587 | $1,008,587 |
| FUND 16 | FMV | $4,999,622 | $4,999,622 |
| FUND 17 | FMV | $122,210 | $122,210 |
| FUND 18 | FMV | $78,171 | $78,171 |
| FUND 19 | FMV | $358,619 | $358,619 |
| FUND 20 | FMV | $679,850 | $679,850 |
| FUND 21 | FMV | $6,924,349 | $6,924,349 |
| FUND 22 | FMV | $2,496,971 | $2,496,971 |
| FUND 23 | FMV | $3,751,710 | $3,751,710 |
| FUND 24 | FMV | $107,400 | $107,400 |
| FUND 25 | FMV | $110,000 | $110,000 |
| FUND 26 | FMV | $83,750 | $83,750 |
| FUND 27 | FMV | $5,771 | $5,771 |
| FUND 28 | FMV | $795,162 | $795,162 |
| FUND 29 | FMV | $1,489,789 | $1,489,789 |
| FUND 30 | FMV | $1,844,415 | $1,844,415 |
| FUND 31 | FMV | $208,076 | $208,076 |
| FUND 32 | FMV | $5,541,859 | $5,541,859 |
| FUND 33 | FMV | $9,479,077 | $9,479,077 |
| FUND 34 | FMV | $1,295,977 | $1,295,977 |
| FUND 35 | FMV | $997,258 | $997,258 |
| FUND 36 | FMV | $8,393,660 | $8,393,660 |
| FUND 37 | FMV | $11,384,401 | $11,384,401 |
| FUND 38 | FMV | $4,431,725 | $4,431,725 |
| FUND 39 | FMV | $565,823 | $565,823 |
| FUND 41 | FMV | $20,872,995 | $20,872,995 |
| FUND 42 | FMV | $12,740 | $12,740 |
| FUND 43 | FMV | $26,601 | $26,601 |
| FUND 44 | FMV | $6,669,981 | $6,669,981 |
| FUND 46 | FMV | $4,301,985 | $4,301,985 |
| FUND 47 | FMV | $255,565 | $255,565 |
| FUND 48 | FMV | $19,850,405 | $19,850,405 |
| FUND 49 | FMV | $15,305 | $15,305 |
| FUND 50 | FMV | $771,336 | $771,336 |
| FUND 60 | FMV | $700,000 | $700,000 |
| FUND 61 | FMV | $11,970,311 | $11,970,311 |
| FUND 62 | FMV | $12,497,746 | $12,497,746 |
| FUND 63 | FMV | $12,314,366 | $12,314,366 |
| FUND 64 | FMV | $8,503,414 | $8,503,414 |
| FUND 66 | FMV | $4,575,842 | $4,575,842 |
| FUND 68 | FMV | $3,690,623 | $3,690,623 |
| FUND 69 | FMV | $2,982,780 | $2,982,780 |
| FUND 70 | FMV | $4,020,746 | $4,020,746 |
| FUND 71 | FMV | $954,224 | $954,224 |
| FUND 73 | FMV | $3,449,861 | $3,449,861 |
| FUND 74 | FMV | $3,063,105 | $3,063,105 |
| FUND 75 | FMV | $3,434,041 | $3,434,041 |
| FUND 76 | FMV | $127,500 | $127,500 |
| FUND 78 | FMV | $3,459,422 | $3,459,422 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $21,865 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,865 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SUPPLEMENTAL RETIREMENT ACCOUNT | $31,713 | $47,025 | $47,025 |
| DIVIDENDS & INTEREST RECEIVABLE | $9,748 | $11,521 | $11,521 |
| OTHER RECEIVABLES | $27,553 | $0 | $0 |
| CONTRIBUTION RECEIVABLES | $33,871 | $60,092 | $60,092 |
| FEDERAL EXCISE TAX RECEIVABLE | $390,702 | $185,000 | $185,000 |
| UBIT & OTHER TAX REFUNDS | $15,000 | $15,000 | $15,000 |
| INVESTMENT SALES RECEIVABLE | $1,130,559 | $302,454 | $302,454 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $80,404 | $1,575 | $78,829 |
| BANK FEES | $16,527 | $0 | $16,527 |
| OFFICE SUPPLIES | $6,712 | $0 | $6,712 |
| POSTAGE & SHIPPING | $10,145 | $0 | $10,145 |
| OTHER MISCELLANEOUS EXPENSES | $34,443 | $2,933 | $31,510 |
| FILE STORAGE | $5,018 | $0 | $5,018 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NET INCOME FROM PARTNERSHIP | $0 | $2,946,694 | $0 |
| PRIOR YEAR GRANT REFUNDS | $45,552 | $45,552 | |
| BOOK INCOME FROM PARTNERSHIPS | $660,402 | $660,402 | |
| OTHER INCOME | $71,659 | $71,659 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CY UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $27,868,239 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX LIABILITIES | Desc |
| BOY Book Value | $733,865 | BOYBookValueAmt |
| EOY Book Value | $1,062,075 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGER FEES | $124,530 | $124,530 | $0 |
| CUSTODY FEES | $20,588 | $20,588 | $0 |
| CONSULTANT FEES - INVESTMENT | $520,611 | $520,611 | $0 |
| CONSULTANT FEES - PROGRAM | $230,524 | $0 | $230,524 |
| PRESENTER HONORARIA | $46,150 | $0 | $46,150 |
| INVESTMENT FEES PER K-1 | $0 | $224,287 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $568,210 | $0 | $0 |
| UNRELATED BUSINESS INCOME TAX | $27,741 | $0 | $0 |
| PAYROLL TAXES | $162,328 | $0 | $162,328 |
| FOREIGN TAXES PAID | $0 | $222,097 | $0 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| FLINN FOUNDATION EDUCATIONAL CONFERENCE CENTER LLC | ||||||
| 1802 N CENTRAL AVE | PHOENIX | AZ | 85004 | 860421476 | PAYMENTS MADE TO OPERATE PROGRAMS AND TRANSFERS OF PROPERTY AND EQUIPMENT | $200,000 |
| FLINN FOUNDATION SCHOLARSHIP PROGRAM LLC | ||||||
| 1802 N CENTRAL AVE | PHOENIX | AZ | 85004 | 860421476 | PAYMENTS MADE TO OPERATE SCHOLARSHIP PROGRAM | $729,193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $929,193 | TotalAmt |