PHILIP J & CAROL J LYONS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PHILIP J & CAROL J LYONS FOUNDATION (EIN 36-3488076)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-03-22
- IRS object ID
- 202120819349100712
- Schema version
- 2019v5.2
- 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
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-22T19:46:12-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362700600 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINEBERG SOLHEIM HOWELL & SHAIN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 N LASALLE ST STE 2200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363488076 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHILIP J & CAROL J LYONS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 3123681111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6444 N DESERT WIND CIRCLE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85750 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP LYONS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3123681111 | PhoneNum |
| Signature | 2021-03-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S SOLHEIM CPA | PreparerPersonNm |
| PTIN | P00570974 | PTIN |
| Phone | 3123720440 | PhoneNum |
| Preparation | 2021-03-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,205,759 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $14,838 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,838 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,602 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $140,586 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,602 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $51,440 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,440 | 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 |
| Other Prof Fees Rev And Expnss | $5,792 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,792 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $68,292 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,852 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,440 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,403 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,904 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,904 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $890,256 | CorporateStockBOYAmt |
| Corporate Stock EOY | $867,903 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,198,855 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $891,659 | TotalAssetsBOYAmt |
| Total Assets EOY | $874,807 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,205,759 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $891,659 | RetainedEarningBOYAmt |
| Retained Earning EOY | $874,807 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $891,659 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $874,807 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $891,659 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $874,807 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $891,659 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,852 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $874,807 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $874,807 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABBY CAPTITAL FUTURES | P | 2019-10-18 | 2020-03-24 | $19,153 | $22,864 | -$3,711 | -$3,711 |
| ISHARES CORE | P | 2012-02-22 | 2020-09-25 | $121,433 | $81,120 | $40,313 | $40,313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,602 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $64,194 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,223,422 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052471 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $54,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,264,769 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042893 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $53,727 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,050,332 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051152 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $52,211 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,050,211 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049715 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,194 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,103,096 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045503 | DistributionYr5Rt |
| Total Distribution | 0.241734 | TotalDistributionRt |
| Average Distribution | 0.048347 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,184,454 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,265 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $514 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $57,779 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $61,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $514 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $514 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $514 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $482 | OverpaymentAmt |
| Applied To ES Tax | $482 | 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 | IL | 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 | PHILIP J LYONS | IndividualWithBooksNm |
| Phone | 3123681111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6444 N DESERT WIND CIRCLE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85750 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PHILIP J LYONS | ||||||||
| 6444 N DESERT WIND CIRCLE | TUCSON | AZ | 85750 | PRES / TREASURER | 5.00 | $0 | $0 | $0 |
| CAROL J LYONS | ||||||||
| 6444 N DESERT WIND CIRCLE | TUCSON | AZ | 85750 | SECRETARY / V.P | 5.00 | $0 | $0 | $0 |
| MICHAEL SOLHEIM | ||||||||
| 180 N LASALLE ST STE 2200 | CHICAGO | IL | 60601 | DIRECTOR | 1.00 | $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 | $1,198,338 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,153 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,202,491 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,202,491 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,037 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,184,454 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,223 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,223 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $514 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $514 | TotalTaxAmt |
| Distributable Before Adj | $58,709 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,709 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,709 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $61,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $514 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $60,986 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,709 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $51,622 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $61,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $51,622 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,878 | 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 | $48,831 | 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 (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BANNER HEALTH | |||||||
| 2901 CENTRAL AVE | PHOENIX | AZ | 85012 | NONE | 501(C)(3) | GENERAL | $7,500 |
| ASCENSION FOUNDATION | |||||||
| 19251 MACK AVE | GROSS POINTE | MI | 48236 | NONE | 501(C)(3) | GENERAL | $2,500 |
| TUCSON SYMPHONY | |||||||
| 2175 N SIXTH | TUCSON | AZ | 85750 | NONE | 501(C)(3) | GENERAL | $15,000 |
| NEW YORK COMMUNITY TRUST | |||||||
| 909 THIRD AVE | NEW YORK | NY | 10022 | NONE | 501(C)(3) | GENERAL | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | NONE | 501(C)(3) | GENERAL | $4,000 |
| COVID RELIEF | |||||||
| 301 N MAIN | ANN ARBOR | MI | 48103 | NONE | 501(C)(3) | GENERAL | $500 |
| MAYO CLINIC | |||||||
| 13400 SHEA BLVD | SCOTTSDALE | AZ | 85259 | NONE | 501(C)(3) | GENERAL | $1,000 |
| PUPPIES BEHIND BARS | |||||||
| 263 W 38TH | NEW YORK | NY | 10018 | NONE | 501(C)(3) | GENERAL | $1,000 |
| INTREPID FALLEN HEROS | |||||||
| W 46TH ST | NEW YORK | NY | 10036 | NONE | 501(C)(3) | GENERAL | $1,000 |
| DEBORAH'S PLACE | |||||||
| 2822 W JACKSON | CHICAGO | IL | 60612 | NONE | 501(C)(3) | GENERAL | $1,500 |
| INTERNATIONAL RESCUE | |||||||
| POB 6068 | ALBERT LEA | MN | 56007 | NONE | 501(C)(3) | GENERAL | $1,000 |
| HOME FOR OUR TROOPS | |||||||
| SIX MAIN | TAUNTON | MA | 02780 | NONE | 501(C)(3) | GENERAL | $1,000 |
| GRAMEEN FOUNDATION | |||||||
| 1400 K ST | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | GENERAL | $1,000 |
| FISTULA FOUNDATION | |||||||
| 1922 ALAMEDA | SAN JOSE | CA | 95126 | NONE | 501(C)(3) | GENERAL | $1,000 |
| COMMUNITY FOUNDATION OF AZ | |||||||
| 5049 E BROADWAY | TUCSON | AZ | 85711 | NONE | 501(C)(3) | GENERAL | $4,000 |
| FREEDOM FOR AMERICAN IMMIGRATION REFORM | |||||||
| 25 MASSACHUSETTS | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | GENERAL | $1,000 |
| WOUNDED WARRIORS | |||||||
| 4899 BELFORT | JACKSONVILLE | FL | 32256 | NONE | 501(C)(3) | GENERAL | $1,000 |
| FISHER HOUSE | |||||||
| 12300 TWINBROOK | ROCKVILLE | MD | 20852 | NONE | 501(C)(3) | GENERAL | $1,000 |
| GREATER CHICAGO FOOD | |||||||
| 4100 ANN LURIE | CHICAGO | IL | 60632 | NONE | 501(C)(3) | GENERAL | $3,000 |
| ALZHEIMERS | |||||||
| 322 8TH | NEW YORK | NY | 10001 | NONE | 501(C)(3) | GENERAL | $1,000 |
| SEMPER FI FUND | |||||||
| 825 COLLEGE BLVD | OCEANSIDE | CA | 92057 | NONE | 501(C)(3) | GENERAL | $1,000 |
| LITTLE BROTHERS | |||||||
| 355 ASHLAND | CHICAGO | IL | 60607 | NONE | 501(C)(3) | GENERAL | $3,000 |
| DIECT RELIEF | |||||||
| 6100 WALLACE | SANTA BARBARA | IL | 93117 | NONE | 501(C)(3) | GENERAL | $500 |
| ATHENS COUNTY | |||||||
| 9 N COLLEGE | ATHENS | OH | 45701 | NONE | 501(C)(3) | GENERAL | $500 |
| AMERICAN BIRD | |||||||
| 4249 LOUDOUN | THE PLAINS | VA | 20198 | NONE | 501(C)(3) | GENERALGENERALGENERAL | $500 |
| FOOD GATHERERS | |||||||
| POB 131037 | ANN ARBOR | MI | 48113 | NONE | 501(C)(3) | GENERAL | $500 |
| COMMUNITY FOUNDATION OF FLINT | |||||||
| 500 SAGINAW | FL | MI | 48502 | NONE | 501(C)(3) | GENERAL | $500 |
| COMPASS | |||||||
| 37 GROVE | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | GENERAL | $500 |
| UNICEF | |||||||
| 125 MAIDEN | NEW YORK | NY | 10038 | NONE | 501(C)(3) | GENERAL | $500 |
| ALIGHT | |||||||
| 615 FIRST | MINNEAPOLIS | MN | 55413 | NONE | 501(C)(3) | GENERAL | $500 |
| ALTERNATIVE FOR GIRLS | |||||||
| 903 GRAND | DETROIT | MI | 48208 | NONE | 501(C)(3) | GENERAL | $500 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 1875 CONNECTICUT | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | GENERAL | $500 |
| ACTORS FUND FOR COVID | |||||||
| 155 W HUDSON | ENGLEWOOD | NJ | 07631 | NONE | 501(C)(3) | GENERAL | $500 |
| EXTREME KIDS | |||||||
| 185 VAN DYKE | BROOKLYN | NY | 11231 | NONE | 501(C)(3) | GENERAL | $500 |
| TECH KIDS | |||||||
| 370 JAY ST | BROOKLYN | NY | 11201 | NONE | 501(C)(3) | GENERAL | $500 |
| ADVOCATES FOR CHILDREN | |||||||
| 151 W 30 | NEW YORK | NY | 10001 | NONE | 501(C)(3) | GENERAL | $500 |
| INCLUDENCY | |||||||
| 116 E 16 | NEW YORK | NY | 10003 | NONE | 501(C)(3) | GENERAL | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,838 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,602 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $51,440 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,440 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY | $71,200 | $320,001 |
| US TRUST | $796,703 | $878,854 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $5,792 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIT | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |