PETERS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PETERS FOUNDATION (EIN 84-2497828)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-15
- IRS object ID
- 202133199349108648
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T17:17:16-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R Kuhen & Co Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4440 Von Karman Ave Suite 150 | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 842497828 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER'S FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PAUL MUTHART | InCareOfNm |
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 9282467285 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2598 E ALOE PLACE | AddressLine1Txt |
| City | CHANDLER | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85286 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL MUTHART | PersonNm |
| Person Title | SECRETARY/TREASURER. | PersonTitleTxt |
| Phone | 9282467285 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | MUTHART | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DARLENE K BEER | PreparerPersonNm |
| PTIN | P00101109 | PTIN |
| Phone | 9492089900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $1,872,908 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,331 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,331 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $64,661 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,661 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $470,002 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $870,871 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $470,002 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $535,994 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $535,994 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,737 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,737 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $19 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,256 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,006 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $96,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $96,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $104,506 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,006 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $431,488 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $529,988 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,272 | CashBOYAmt |
| Cash EOY | $65,323 | CashEOYAmt |
| Cash EOYFMV | $65,323 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $80,087 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $358,768 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Other Investments BOY | $557,571 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,405,863 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,807,585 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,039,698 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,471,186 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,872,908 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,039,698 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,471,186 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,039,698 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,471,186 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,039,698 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,471,186 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,039,698 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $431,488 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,471,186 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,471,186 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABBOTT LABS | P | 1991-07-06 | 2020-10-21 | $42,629 | $8,706 | $33,923 | $33,923 |
| ALTRIA GROUP INC | P | 2002-05-08 | 2020-10-21 | $15,347 | $5,116 | $10,231 | $10,231 |
| AMER ELECTRIC POWER CO | P | 2020-10-21 | $45,306 | $15,690 | $29,616 | $29,616 | |
| AT&T INC | P | 2020-10-21 | $15,916 | $15,381 | $535 | $535 | |
| BOEING CO | P | 2016-03-15 | 2020-10-21 | $20,609 | $15,688 | $4,921 | $4,921 |
| CHEVRON CORP | P | 1994-09-22 | 2020-10-21 | $24,850 | $6,861 | $17,989 | $17,989 |
| COCA COLA CO COM | P | 1991-07-06 | 2020-10-21 | $49,935 | $34,969 | $14,966 | $14,966 |
| DIAGEO PLC NEW GB SPON ADR | P | 2020-10-21 | $60,993 | $42,152 | $18,841 | $18,841 | |
| EXXON MOBIL CORP | P | 1996-03-08 | 2020-10-21 | $13,168 | $16,630 | -$3,462 | -$3,462 |
| ILLUMINA INC | P | 2020-10-21 | $87,855 | $50,269 | $37,586 | $37,586 | |
| INTEL CORP | P | 2011-04-05 | 2020-10-21 | $21,427 | $7,912 | $13,515 | $13,515 |
| MEDTRONIC PLC | P | 2015-01-27 | 2020-10-21 | $27,304 | $18,917 | $8,387 | $8,387 |
| MICROSOFT CORP | P | 1995-01-27 | 2020-10-21 | $107,404 | $1,900 | $105,504 | $105,504 |
| MONDELEZ INTL INC | P | 2002-05-08 | 2020-10-21 | $28,315 | $5,891 | $22,424 | $22,424 |
| PEPSICO | P | 2020-10-21 | $34,789 | $9,213 | $25,576 | $25,576 | |
| PHILIP MORRIS | P | 2002-05-08 | 2020-10-21 | $29,444 | $11,658 | $17,786 | $17,786 |
| PROCTER & GAMBLE | P | 2007-03-27 | 2020-10-21 | $35,789 | $15,553 | $20,236 | $20,236 |
| QUALCOMM INC | P | 2017-09-05 | 2020-10-21 | $21,965 | $8,496 | $13,469 | $13,469 |
| TRAVELERS COS INC | P | 2007-03-23 | 2020-10-21 | $30,842 | $13,127 | $17,715 | $17,715 |
| UBS GROUP AG | P | 2019-02-22 | 2020-10-21 | $6,045 | $6,181 | -$136 | -$136 |
| UNILEVER | P | 2013-01-16 | 2020-10-21 | $15,350 | $9,742 | $5,608 | $5,608 |
| VERIZON | P | 2020-10-21 | $45,720 | $22,918 | $22,802 | $22,802 | |
| WELLS FARGO | P | 2007-03-23 | 2020-10-21 | $4,465 | $6,994 | -$2,529 | -$2,529 |
| 3M CO | P | 2009-05-07 | 2020-10-21 | $25,509 | $8,804 | $16,705 | $16,705 |
| GUGGENHEIM | P | 2020-10-21 | 2021-05-17 | $19,895 | $20,704 | -$809 | -$809 |
| AMERICAN FUNDS | P | 2021-05-17 | $40,000 | $21,397 | $18,603 | $18,603 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $470,002 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,367 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,367 | SubtotalAmt |
| Tax Based On Investment Income | $7,367 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Tax Due | $5,376 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL MUTHART | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9282467285 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2598 E ALOE PLACE | AddressLine1Txt |
| City | CHANDLER | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| ADRIENNE MCLAUGHLIN | ||||||||
| 2598 E ALOE PLACE | CHANDLER | AZ | 85286 | PRESIDENT | 0 | $0 | $0 | $0 |
| PAUL R MUTHART | ||||||||
| 2598 E ALOE PLACE | CHANDLER | AZ | 85286 | SECRETARY/TREASURER | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,719,462 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $99,998 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,819,460 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,819,460 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,292 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,792,168 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,608 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,608 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,367 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,367 | TotalTaxAmt |
| Distributable Before Adj | $82,241 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $82,241 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $82,241 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $98,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $98,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,241 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $59,609 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $59,609 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $98,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $82,241 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,259 | RemainingDistriFromCorpusAmt |
| Total Corpus | $75,868 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $75,868 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $59,609 | ExcessFromYear1Amt |
| Excess From Current Year | $16,259 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ADRIENNE MCLAUGHLIN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ADRIENNE MCLAUGHLIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2598 E ALOE PLACE | AddressLine1Txt |
| City | CHANDLER | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 0000000000 | RecipientPhoneNum |
| Form And Info And Materials | ADRIENNE MCLAUGHLIN LETTER SUMMARIZING THE NEED FOR FUNDS AND TAX-EXEMPT STATUS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YUMA CATHOLIC HIGH SCHOOL | |||||||
| 2100 W 28TH ST | YUMA | AZ | 85364 | N/A | PC | CHARITABLE | $46,250 |
| PRIESTLY FRATERNITY ST PETER | |||||||
| 450 VENARD ROAD | S ABINGTON TOWNSHIP | PA | 18411 | N/A | PC | CHARITABLE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $96,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,331 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,661 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $470,002 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $535,994 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $535,994 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING COSTS | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| ABBOTT LABS | $0 |
| ALTRIA GROUP INC | $0 |
| AMERICAN ELECTRIC POWER CO | $0 |
| AT&T INC | $0 |
| BOEING COMPANY | $0 |
| CHEVRON CORP | $0 |
| COCA COLA | $0 |
| DIAGEO | |
| EXXON MOBIL CORP | |
| ILLUMINA INC | |
| INTEL CORP | |
| MEDTRONIC PLC | |
| MICROSOFT CORP | |
| MONDELEZ INTL INC | |
| PEPSICO INC | |
| PHILIP MORRIS INTL INC | $0 |
| PROCTER & GAMBLE CO | |
| QUALCOMM INC | |
| TRAVELERS COS INC | |
| UNILEVER PLC AMER SHS | |
| VERIZON COMMUNICATIONS | |
| WELLS FARGO & CO | |
| 3M CO | |
| UBS GROUP AG | |
| REINVESTMENT |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIRST TRUST MORNINGSTAR | $8,840 | $16,590 |
| INDUSTRIAL SELECT SECTOR | $13,249 | $25,600 |
| ISHARES SELECT DIVID ETF | $45,506 | $81,634 |
| ISHARE INTL SELECT DIVID | $19,167 | $16,200 |
| UTILITIES SECTOR SPDR FUND | $17,534 | $31,615 |
| VANGUARD COMMUNICATION SERVICE | $43,050 | $68,315 |
| AMERICAN FUNDS AMERICAN MUTUAL | $183,746 | $342,505 |
| AMERICAN FUNDS WASHINGTON MUTU | $135,925 | $218,124 |
| AMERICAN FUNDS FUNDAMENTAL | $82,210 | $151,051 |
| COUNTERPOINT TACTICAL INCOME | $256,737 | $268,603 |
| GUGGENHEIM TOTAL RETURN | $344,319 | $336,687 |
| THORNBURG LTD TERM INCOME | $255,580 | $250,661 |
| REINVESTMENT |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC EXPENSES | Desc |
| Revenue And Expenses Per Books | $19 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $19 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES | CategoryTxt |
| Amt | $3,737 | Amt |
| Net Investment Income | $3,737 | NetInvestmentIncomeAmt |