TCI FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TCI FOUNDATION INC (EIN 46-4037611)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-04
- IRS object ID
- 202031569349100013
- 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
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-04T11:54:39-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860683059 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEACHFLEISCHMAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1985 E RIVER ROAD SUITE 201 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | 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 | 464037611 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TCI FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TCIF | BusinessNameControlTxt |
| Phone | 5202024095 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4011 E SUNRISE DRIVE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 857184333 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SWIFT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5202024095 | PhoneNum |
| Signature | 2020-06-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY L MELTZER CPA | PreparerPersonNm |
| PTIN | P00633511 | PTIN |
| Phone | 5203214600 | PhoneNum |
| Preparation | 2020-06-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.128.200.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-04 | IPDt |
| IP Tm | 09:51:53 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F3075873ABD2AC717D4316FCFD20578C36C7FA0F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 30E46978D2C59AA32200D71C98AB2CF713052E80 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $127,391 | 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 | $476,993 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $382 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $382 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $382 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$73 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,182 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,525 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $14,525 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $541 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $541 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $477,843 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,907 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $15,448 | 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 |
| Legal Fees Rev And Expnss | $72,368 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $72,368 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,838 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $584 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $584 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,254 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $230,143 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $240,143 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,163 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $39,483 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $39,483 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $21,324 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,324 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,231 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,231 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $186,337 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $186,337 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $562,887 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $584 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $584 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $566,140 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $562,887 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $584 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $584 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $566,140 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$85,044 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,323 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,864 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $200,184 | CashBOYAmt |
| Cash EOY | $79,348 | CashEOYAmt |
| Cash EOYFMV | $79,348 | CashEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $72,753 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,710 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $16,706 | LandBOYAmt |
| Land EOY | $48,043 | LandEOYAmt |
| Land EOYFMV | $48,043 | LandEOYFMVAmt |
| Total Assets BOY | $216,890 | TotalAssetsBOYAmt |
| Total Assets EOY | $127,391 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $127,391 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,349 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,894 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $6,349 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,894 | 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 | $210,541 | RetainedEarningBOYAmt |
| Retained Earning EOY | $125,497 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $210,541 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $125,497 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $216,890 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $127,391 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $210,541 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$85,044 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $125,497 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $125,497 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CHARLES SCHWAB | PropertyDesc |
| Acquired | 2019-04-08 | AcquiredDt |
| Sold | 2019-04-08 | SoldDt |
| Gross Sales Price | $27,182 | GrossSalesPriceAmt |
| Cost Or Other Basis | $12,657 | CostOrOtherBasisAmt |
| Gain Or Loss | $14,525 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $14,525 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,525 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $14,525 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $345,077 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $162,304 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.126115 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $463,788 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $151,769 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 3.055881 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $134,598 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $29,364 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 4.583776 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $96,448 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $38,050 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.534770 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $99,279 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $42,851 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.316842 | DistributionYr5Rt |
| Total Distribution | 14.617384 | TotalDistributionRt |
| Average Distribution | 2.923477 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $138,386 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $404,568 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $143 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $404,711 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $566,140 | 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 | $143 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $143 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $143 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $143 | TaxDueAmt |
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 | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | TCI-FOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | NICOLE DEL PERCIO | IndividualWithBooksNm |
| Phone | 5202024095 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4011 E SUNRISE DRIVE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 857184333 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT SWIFT | ||||||||
| 4011 E SUNRISE DRIVE | TUCSON | AZ | 85718 | DIRECTOR AND PRESIDENT | 4.00 | $0 | $0 | $0 |
| CATHERINE NICHOLS | ||||||||
| 4011 E SUNRISE DRIVE | TUCSON | AZ | 85718 | DIRECTOR AND COO | 0.50 | $0 | $0 | $0 |
| HANK PECK | ||||||||
| 4011 E SUNRISE DRIVE | TUCSON | AZ | 85718 | DIRECTOR | 0.15 | $0 | $0 | $0 |
| SAMUEL SWIFT | ||||||||
| 4011 E SUNRISE DRIVE | TUCSON | AZ | 85718 | DIRECTOR | 0.15 | $0 | $0 | $0 |
| SCOTT BENETT | ||||||||
| 4011 E SUNRISE DRIVE | TUCSON | AZ | 85718 | EXECUTIVE DIRECTOR | 40.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INDIE LLC | |||||
| 990 CULVER BLVD SUITE 3A | CULVER CITY | CA | 90232 | PROGRAM CONSULTING | $102,000 |
| PERKINS COIE LLP | |||||
| 2901 N CENTRAL AVE SUITE 2000 | PHOENIX | AZ | 85012 | LEGAL SERVICES | $63,227 |
| LAURA WALTON | |||||
| 648 S MEYER AVENUE | TUCSON | AZ | 85701 | FINANCIAL ADVISOR SERVICES | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | OVER THE PAST FIVE YEARS, TCI FOUNDATION HAS WORKED WITH INDIVIDUALS AND ORGANIZATIONS TO IMPROVE FINANCIAL DECISION MAKING SKILLS THROUGH EDUCATION AND ACCESS TO PROFESSIONAL FINANCIAL ADVISORS. IN 2019, TCI FOUNDATION PROVIDED 16 CLASSES ON FINANCIAL LITERACY AND SERVED OVER 700 INDIVIDUALS WITH ONE-ON-ONE MEETINGS TO GROW THEIR FINANCIAL WELLBEING. THERE ARE TWO MAIN COMPONENTS TO THE FOUNDATION: THE 3RD DECADE PROGRAM, SERVING THOSE AGES 18-35, AND SPECIAL EMPLOYER CLASSES. WITH THE 3RD DECADE PROGRAM RAPIDLY GROWING, A DECISION WAS MADE TO MOVE IT OUT FROM THE UMBRELLA OF THE TCI FOUNDATION TO A SEPARATE PUBLIC 501(C)(3). THE FOUNDATION WILL CONTINUE ON WITH A POINT PERSON AT TCI WEALTH WHO WILL HELP INDIVIDUALS IMPROVE THEIR FINANCIAL EDUCATION AND GAIN ACCESS TO PROFESSIONAL FINANCIAL ADVISORS. | Description1Txt |
| Expenses1 | $566,140 | Expenses1Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $140,493 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $140,493 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $140,493 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,107 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $138,386 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,919 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $566,140 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $566,140 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $143 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $565,997 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2014-09-05 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,919 | CurrentYearAmt |
| Year1 | $799 | Year1Amt |
| Year2 | $1,093 | Year2Amt |
| Year3 | $300 | Year3Amt |
| Total | $9,111 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,881 | CurrentYearAmt |
| Year1 | $679 | Year1Amt |
| Year2 | $929 | Year2Amt |
| Year3 | $255 | Year3Amt |
| Total | $7,744 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $566,140 | CurrentYearAmt |
| Year1 | $345,077 | Year1Amt |
| Year2 | $463,792 | Year2Amt |
| Year3 | $134,598 | Year3Amt |
| Total | $1,509,607 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $2,975 | Year1Amt |
| Year2 | $3,350 | Year2Amt |
| Year3 | $1,075 | Year3Amt |
| Total | $7,400 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $566,140 | CurrentYearAmt |
| Year1 | $342,102 | Year1Amt |
| Year2 | $460,442 | Year2Amt |
| Year3 | $133,523 | Year3Amt |
| Total | $1,502,207 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,613 | CurrentYearAmt |
| Year1 | $5,410 | Year1Amt |
| Year2 | $5,059 | Year2Amt |
| Year3 | $979 | Year3Amt |
| Total | $16,061 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT SWIFT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COURSE FEES | Desc |
| Related Or Exempt Function Incm | $541 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $382 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$73 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $309 | ExclusionAmt |
| Related Or Exempt Function Incm | $541 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $850 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | COURSE FEES RELATED TO PROGRAM LISTED AT PART IX-A. | RelationshipStatementTxt |
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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ROBERT AND LISA SWIFT | |||||||
| 1 | 5329 E CAMINO RIO DE LUZ | TUCSON | AZ | 85718 | $384,187 | Yes (X) | |
| DORRANCE SCHOLARSHIP CHARITABLE FUND | |||||||
| 2 | 2201 E CAMELBACK ROAD SUITE 405B | PHOENIX | AZ | 85016 | $10,000 | Yes (X) | |
| CATHERINE NICHOLS | |||||||
| 3 | 6408 E MIRAMAR DRIVE | TUCSON | AZ | 85715 | $5,000 | Yes (X) | |
| HELEN ROSEN | |||||||
| 4 | 5170 E WOODGATE LANE | TUCSON | AZ | 85712 | $27,255 | Yes (X) | |
| DORRANCE FOUNDATION FOR EDUCATION | |||||||
| 5 | 740 S MILL AVENUE SUITE 220 | TEMPE | AZ | 85281 | $8,926 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 4 | ContributorNum |
| Noncash Property | STOCK | NoncashPropertyDesc |
| Fair Market Value | $27,255 | FairMarketValueAmt |
| Received | 2019-04-08 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,838 | Amt |
| Net Investment Income | $584 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $584 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,254 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| COMPUTER | 2014-01-06 | $1,294 | $610 | 200DB | 5.000000000000 | $37 | $0 | $0 |
| DUAL MONITOR/DOCKING STATION | 2015-04-20 | $576 | $422 | SL | 5.000000000000 | $115 | $0 | $0 |
| LAPTOP/DOCKING STATION/MONITORS | 2015-10-29 | $2,790 | $1,767 | SL | 5.000000000000 | $558 | $0 | $0 |
| DESK/CHAIRS | 2015-03-10 | $14,439 | $7,908 | SL | 7.000000000000 | $2,063 | $0 | $0 |
| CONFERENCE ROOM PROJECTION & AUDIO | 2015-05-01 | $9,516 | $4,983 | SL | 7.000000000000 | $1,359 | $0 | $0 |
| OFFICE FURNITURE | 2015-12-02 | $1,295 | $570 | SL | 7.000000000000 | $185 | $0 | $0 |
| LAPTOP | 2016-01-28 | $2,389 | $1,394 | SL | 5.000000000000 | $478 | $0 | $0 |
| DELL COMPUTER | 2018-08-10 | $2,954 | $246 | SL | 5.000000000000 | $591 | $0 | $0 |
| WEBSITE | 2019-10-25 | $12,500 | SL | 3.000000000000 | $694 | $0 | $0 | |
| CRM SOFTWARE | 2019-12-31 | $20,000 | SL | 3.000000000000 | $0 | $0 | $0 | |
| TELEPHONE EQUIPMENT | 2019-12-02 | $5,000 | SL | 5.000000000000 | $83 | $0 | $0 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ARIZONA ATTORNEY GENERAL DOES NOT REQUIRE A COPY OF FORM 990-PF TO BE FURNISHED. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $72,368 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $72,368 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $2,851 | $0 | $0 | $2,851 |
| OFFICE EXPENSES | $1,808 | $0 | $0 | $1,808 |
| ADVERTISING & MARKETING | $5,797 | $0 | $0 | $5,797 |
| SUPPLIES | $10,857 | $0 | $0 | $10,857 |
| BUSINESS LICENSES & SUBSCRIPTIONS | $14,425 | $0 | $0 | $14,425 |
| AWARDS EXPENSE | $146,656 | $0 | $0 | $146,656 |
| TRAINING & CONTINUING EDUCATION | $3,943 | $0 | $0 | $3,943 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COURSE FEES | Desc |
| Revenue And Expenses Per Books | $541 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $541 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $230,143 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $240,143 | DisbursementsCharitablePrpsAmt |