MERITAGE CARES FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MERITAGE CARES FOUNDATION (EIN 46-5059067)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-08
- IRS object ID
- 202021909349100817
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-08T14:47:19-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465059067 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERITAGE CARES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MERI | BusinessNameControlTxt |
| Phone | 4805158000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8800 EAST RAINTREE DRIVE NO 300 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HILLA SFERRUZZA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4805158000 | PhoneNum |
| Signature | 2020-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY A O'LOUGHLIN | PreparerPersonNm |
| PTIN | P00869687 | PTIN |
| Phone | 6022646835 | PhoneNum |
| Preparation | 2020-06-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.221.96.220 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-23 | IPDt |
| IP Tm | 19:34:47 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1212D86953DF9911D4E957E54162B84DD93DFAA7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $436,840 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,521 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,521 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,512 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $84,733 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $455 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $204,464 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,521 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,837 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,838 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,544 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,544 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $335 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $135 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,554 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,516 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,838 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $219,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $219,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $225,754 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,516 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $221,038 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,290 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,005 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $170,146 | CashBOYAmt |
| Cash EOY | $156,319 | CashEOYAmt |
| Cash EOYFMV | $156,319 | CashEOYFMVAmt |
| US Government Obligations BOY | $66,603 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $44,416 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $46,090 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $129,329 | CorporateStockBOYAmt |
| Corporate Stock EOY | $124,391 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $156,198 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $53,194 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $76,531 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $78,233 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $419,272 | TotalAssetsBOYAmt |
| Total Assets EOY | $401,657 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $436,840 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $3,675 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,675 | 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 | $419,272 | RetainedEarningBOYAmt |
| Retained Earning EOY | $397,982 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $419,272 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $397,982 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $419,272 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $401,657 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $419,272 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,290 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $397,982 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $397,982 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2019-01-01 | 2019-12-31 | $8,963 | $8,938 | $25 | $25 |
| PUBLICLY TRADED SECURITIES | P | 2012-01-01 | 2019-12-31 | $44,737 | $43,845 | $892 | $892 |
| PUBLICLY TRADED SECURITIES | P | 2019-01-01 | 2019-12-31 | $6,418 | $6,477 | -$59 | -$59 |
| PUBLICLY TRADED SECURITIES | P | 2012-01-01 | 2019-12-31 | $24,615 | $26,985 | -$2,370 | -$2,370 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,512 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $257,748 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $357,637 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.720697 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $426,736 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $262,229 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.627341 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $148,150 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $285,507 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.518901 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $196,388 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $367,768 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.534000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $88,033 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $429,995 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.204730 | DistributionYr5Rt |
| Total Distribution | 3.605669 | TotalDistributionRt |
| Average Distribution | 0.721134 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $388,813 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $280,386 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $280,396 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $221,038 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $285 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $285 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $265 | OverpaymentAmt |
| Applied To ES Tax | $265 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ALISON SASSER | IndividualWithBooksNm |
| Phone | 4805158002 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8800 EAST RAINTREE DRIVE STE 300 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN J HILTON | ||||||||
| 8800 EAST RAINTREE DRIVE SUITE 300 | SCOTTSDALE | AZ | 85260 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| HILLA SFERRUZZA | ||||||||
| 8800 EAST RAINTREE DRIVE SUITE 300 | SCOTTSDALE | AZ | 85260 | TREAS | 1.00 | $0 | $0 | $0 |
| C TIMOTHY WHITE | ||||||||
| 8800 EAST RAINTREE DRIVE SUITE 300 | SCOTTSDALE | AZ | 85260 | VP / DIR / SEC | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $266,602 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $128,132 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $394,734 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $394,734 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,921 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $388,813 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,441 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,441 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20 | TotalTaxAmt |
| Distributable Before Adj | $19,421 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,421 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,421 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $221,038 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $221,038 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $221,038 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,421 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $70,242 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $178,244 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $133,911 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $413,625 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $239,931 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,035,953 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $221,038 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,421 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $201,617 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,237,570 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $70,242 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,167,328 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $178,244 | ExcessFromYear4Amt |
| Excess From Year3 | $133,911 | ExcessFromYear3Amt |
| Excess From Year2 | $413,625 | ExcessFromYear2Amt |
| Excess From Year1 | $239,931 | ExcessFromYear1Amt |
| Excess From Current Year | $201,617 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| #LOVE UP FOUNDATION | ||||||||
| 4340 E INDIAN SCHOOL RD SUITE | 21-524 | PHOENIX | AZ | 85018 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $2,500 |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $10,000 | |
| ARIZONA CHAMBER FOUNDATION | ||||||||
| 2828 N CENTRAL AVE | PHOENIX | AZ | 85004 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $5,000 | |
| ARIZONA COMMUNITY FOUNDATION | ||||||||
| 2201 E CAMELBACK RD 405B | PHOENIX | AZ | 85016 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $25,000 | |
| ARIZONA FORWARD | ||||||||
| 3800 N CENTRAL AVE UNIT 1030 | PHOENIX | AZ | 85012 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $3,000 | |
| BIKES FOR GOODNESS SAKE LLC | ||||||||
| 12530 RESEARCH BLVD | AUSTIN | TX | 78759 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $7,500 | |
| BLESSINGS IN A BACKPACK INC | ||||||||
| 4121 SHELBYVILLE ROAD | LOUISVILLE | KY | 40207 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $500 | |
| BOYS & GIRLS CLUBS OF GREATER SCOTTSDALE | ||||||||
| 10533 E LAKEVIEW DRIVE | SCOTTSDALE | AZ | 85258 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $25,000 | |
| BOYS TOWN CENTRAL FLORIDA INC | ||||||||
| 975 OKLAHOMA STREET | OVIEDO | FL | 32765 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $7,500 | |
| BRIDGES OF LIGHT FOUNDATION I | ||||||||
| 4203 VINELAND RD D | ORLANDO | FL | 32811 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $2,500 | |
| CHILD ADVOCATES OF FORT BEND C | ||||||||
| 5403 AVENUE N | ROSENBERG | TX | 77471 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $2,500 | |
| COURT APPOINTED SPECIAL ADVOCATES | ||||||||
| 1501 W WASHINGTON ST 128 | PHOENIX | AZ | 85007 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $5,000 | |
| DEFENDERS SPORTS GROUP INC | ||||||||
| 1719 DEEFIN CT | INDIAN TRAIL | NC | 28079 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $2,500 | |
| EAST FORT BEND HUMAN NEEDS MINISTRY INC | ||||||||
| 435 STAFFORD RUN | STAFFORD | CA | 77477 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $1,000 | |
| ELF LOUISE INC | ||||||||
| PO BOX 39107 | SAN ANTONIO | TX | 78218 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $1,000 | |
| ESSILOR VISION FOUNDATION | ||||||||
| 13515 N STEMMONS FREEWAY | DALLAS | TX | 75234 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $500 | |
| EVERYDAY BLESSINGS INC | ||||||||
| 8421 PRITCHER RD | LITHIA | FL | 33547 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $2,500 | |
| GORDON OWINO HEART FOUNDATION | ||||||||
| 778 LAGAN CT | FORT MILLS | SC | 29715 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $2,500 | |
| HABITAT FOR HUMANITY INLAND VALLEY | ||||||||
| 43085 BUSINESS PARK DR SUITE E | TEMECULA | CA | 92590 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $2,500 | |
| HABITAT FOR HUMANITY OF DURHAM INC | ||||||||
| 215 N CHURCH | ST DURHAM | NC | 27701 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $5,000 | |
| HABITAT FOR HUMANITY OF GREENVILLE COUNT | ||||||||
| PO BOX 1206 | GREENVILLE | SC | 29602 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $5,000 | |
| HELP A DIABETIC CHILD INC | ||||||||
| P O BOX 110161 | NAPLES | FL | 34108 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $2,500 | |
| HOMEAID ATLANTA INC | ||||||||
| 1 DUNWOODY PARK S SUITE 200 | ATLANTA | GA | 30338 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $5,000 | |
| HOMEAID AUSTIN | ||||||||
| 8140 EXCHANGE DR | AUSTIN | TX | 78754 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $2,500 | |
| HOMEAID HOUSTON | ||||||||
| 9511 WEST SAM HOUSTON PKWY N | HOUSTON | TX | 77064 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $1,000 | |
| HOMEAID ORANGE COUNTY INC | ||||||||
| 24 EXECUTIVE PARK 100 | IRVINE | CA | 92614 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $2,500 | |
| HOMEAID SACRAMENTO | ||||||||
| 1536 EUREKA ROAD | ROSEVILLE | CA | 95661 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $7,500 | |
| HOPE IMPACTS | ||||||||
| 802 DPMINION DR | KATY | TX | 77450 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $2,500 | |
| LUKE 1412 | ||||||||
| P O BOX 120864 | NASHVILLE | TN | 37212 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $2,500 | |
| MEYER CENTER FOR SPECIAL CHILDREN | ||||||||
| 1132 RUTHERFORD RD | GREENVILLE | SC | 29609 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $2,500 | |
| MOBILE LOAVES & FISHES INC | ||||||||
| 9301 HOG EYE RD SUITE 950 | HOUSTON | TX | 78724 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $2,500 | |
| MOUNTAIN LIONS BASEBALL BOOSTERS | ||||||||
| 22651 N 71ST AVE | GLENDALE | AZ | 85310 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $700 | |
| PAPPAS KIDS SCHOOLHOUSE FOUNDATION | ||||||||
| 220 N MCKEMY AVE | CHANDLER | AZ | 85226 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $500 | |
| PARTNERS IN ACTION INC | ||||||||
| 3233 W PEORIA AVE SUITE 211 | PHOENIX | AZ | 85029 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $5,000 | |
| PLAYMAKERS YOUTH SPORTS | ||||||||
| 5045 BASELINE ROAD UNIT 105/147 | LAVEEN | AZ | 85339 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $2,500 | |
| POSA OUTREACH INC | ||||||||
| 7229 E 1ST AVE STE 203 | SCOTTSDALE | AZ | 85251 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $500 | |
| REFLECTIONS OF TRINITY INC | ||||||||
| 4037 AUSTELL-POWDER SPRINGS RD | POWDER SPRINGS | GA | 30127 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $7,500 | |
| RONALD MCDONALD HOUSE CHARITIES OF CAROL | ||||||||
| 1 KROC DRIVE | OAK BROOK | IL | 60523 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $9,000 | |
| SAINT JOHN'S PROGRAM FOR REAL CHANGE | ||||||||
| 2443 FAIR OAKS BLVD 369 | SACRAMENTO | CA | 95825 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $2,500 | |
| SILVER LINING RIDING PROGRAM | ||||||||
| 7220 N 185TH AVE | WADDELL | AZ | 85355 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $2,500 | |
| ST PETER-ST JOSEPH CHILDRENS HOME | ||||||||
| 919 MISSION RD | SAN ANTONIO | TX | 78210 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $1,000 | |
| TALL TALES RANCH | ||||||||
| 6311 S GRANT DR | CENTENNIAL | CO | 80121 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $2,500 | |
| THE COVENTRY RESERVE | ||||||||
| 2004 PARKER RD | ST PAUL | TX | 75098 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $2,500 | |
| THE FAMILY EFFECT | ||||||||
| 1400 CLEVELAND STREET | GREENVILLE | SC | 29607 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $2,500 | |
| THE FIRST TEE OF GREEN VALLEY | ||||||||
| 20309 E 48TH PLACE | DENVER | CO | 80249 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $2,500 | |
| THE ISABELLA ROSE FOUNDATION | ||||||||
| 2131 W MONROE ST | CHANDLER | AZ | 85224 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $1,000 | |
| THE NATIONAL CENTER FOR MISSING | ||||||||
| 699 PRINCE STREET | ALEXANDRIA | VA | 22314 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $2,500 | |
| TOURETTE ASSOCIATION OF AMERICA INC | ||||||||
| 42-40 BELL BOULEVARD SUITE 205 | BAYSIDE | NY | 11361 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $5,000 | |
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||||
| 1111 N CHERRY AVENUE | TUCSON | AZ | 85721 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $15,000 | |
| WOMEN'S RESOURCE CENTER OF TAMPA INC | ||||||||
| PO BOX 3838 | BRANDON | FL | 33509 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $2,500 | |
| WORKING WARDROBES FOR A NEW START | ||||||||
| 1851 KETTERING STREET | IRVINE | CA | 92614 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $219,200 | 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 | $5,521 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,512 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $455 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,464 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,464 | 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 |
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 | MERITAGE HOMES CORPORATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8800 E RAINTREE DRIVE SUITE 300 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85620 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,675 | Amt |
| Net Investment Income | $1,837 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,838 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS - PUBLICLY TRADED | BondNm |
| EOY Book Value | $76,531 | EOYBookValueAmt |
| EOYFMV | $78,233 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK - PUBLICLY TRADED | StockNm |
| EOY Book Value | $124,391 | EOYBookValueAmt |
| EOYFMV | $156,198 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $44,416 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $46,090 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $455 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $455 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES MORGAN STANLEY | CategoryTxt |
| Amt | $2,544 | Amt |
| Net Investment Income | $2,544 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $135 | $135 | $0 |
| FEDERAL TAXES | $200 | $0 | $0 |