URQUHART MEMORIAL FOUNDATION: Form 990EZ, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- URQUHART MEMORIAL FOUNDATION (EIN 81-0556451)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-09
- IRS object ID
- 202011919349201521
- Schema version
- 2019v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-09T17:47:06-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860841383 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALLACE PLESE DREHER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8665 E HARTFORD DRIVE SUITE 115 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810556451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URQUHART MEMORIAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | URQU | BusinessNameControlTxt |
| Phone | 4807941153 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12734 E APPALOOSA PLACE | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85259 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERNEST H URQUHART | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 4157139135 | PhoneNum |
| Signature | 2020-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER T COOTS | PreparerPersonNm |
| PTIN | P00537509 | PTIN |
| Phone | 4803450500 | PhoneNum |
| Preparation | 2020-06-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.191.134.131 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-30 | IPDt |
| IP Tm | 09:57:17 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.URQUHARTMEMORIALFOUNDATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $39,826 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $37,350 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $2,476 | InvestmentIncomeAmt |
| Total Revenue | $39,826 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $1,195 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $585 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $36,136 | OtherExpensesTotalAmt |
| Total Expenses | $37,916 | TotalExpensesAmt |
| Excess Or Deficit For Year | $1,910 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $66,340 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $68,250 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,340 | BOYAmt |
| EOY | $68,250 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,340 | BOYAmt |
| EOY | $68,250 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,340 | BOYAmt |
| EOY | $68,250 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PROVIDE SCHOLARSHIPS TO UNDERPRIVILEGED STUDENTS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE FOUNDATION RECEIVED $37,100 IN TOTAL DONATIONS FOR THE YEAR ENDED DECEMBER 31, 2019. THIS WAS ACCOMPLISHED BY SOLICITED AND UNSOLICITED DONATIONS FROM OUR DONOR BASE. WE WERE ABLE TO GIVE 28 STUDENTS A TOTAL OF $33,000 IN SCHOLARSHIP DOLLARS. PHILADELPHIA CITY COUNCILWOMAN, JANNIE L. BLACKWELL, WAS OUR KEYNOTE SPEAKER AT OUR 16TH ANNUAL AWARDS CEREMONY AND CELEBRATION ON AUGUST 11, 2019. 125 PEOPLE, CONSISTING OF RECIPIENTS, FAMILY, AND FRIENDS WERE IN ATTENDANCE. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $36,721 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $36,721 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| CARMEN ALLEN | ||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| ALEXANDRIA J BOONE | ||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| LOUISE J GISSENDANER | ||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| EDWIN A HILL | ||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| DR BRENDA P ALSTON-MILLS PHD | ||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| TRACY CHURCH | ||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| ERNEST H URQUHART | ||||
| PRESIDENT/CEO | 2.00 | $0 | $0 | $0 |
| MICHELLE E URQUHART | ||||
| SECRETARY/CEO | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE E URQUHART | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12734 E APPALOOSA PLACE | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4152721996 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,806 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,890 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,965 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,924 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,350 | CurrentTaxYearAmt |
| Total | $227,935 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,806 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,890 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,965 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,924 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,350 | CurrentTaxYearAmt |
| Total | $227,935 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $227,935 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $599 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $635 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $840 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $947 | CurrentTaxYearAmt |
| Total | $3,025 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,956 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,740 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,791 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35 | CurrentTaxYearMinus1YearAmt |
| Total | $9,522 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $240,482 | TotalSupportAmt |
| Public Support CY170 | 0.94780 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94880 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INVESTMENT INCOME. AMOUNT: 947. DESCRIPTION: UNREALIZED GAIN. AMOUNT: 1,529. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 2,476. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: BANK CHARGES. AMOUNT: 535. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 536. DESCRIPTION: MARKETING. AMOUNT: 300. DESCRIPTION: OFFICE EXPENSES/SUPPLIES. AMOUNT: 241. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 33,000. DESCRIPTION: WEBSITE HOSTING. AMOUNT: 107. DESCRIPTION: EVENT EXPENSES. AMOUNT: 1,017. DESCRIPTION: PROGRAM BOOKLET. AMOUNT: 400. TOTAL TO FORM 990-EZ, LINE 16: 36,136. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |