THE@ROY H ROGERS FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE@ROY H ROGERS FOUNDATION (EIN 73-6348017)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-01
- IRS object ID
- 201940919349100614
- Schema version
- 2018v3.1
- 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 Land Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-01T11:40:27-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203961982 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GALLACHER BOSEN & GOODMAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1830 S ALMA SCHOOL RD STE 116 | AddressLine1Txt |
| City | MESA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 736348017 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROY H ROGERS FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROYH | BusinessNameControlTxt |
| Phone | 5208893593 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3334 E MILBER STREET | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85714 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS W ROGERS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5208893593 | PhoneNum |
| Signature | 2019-04-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARCOS GOODMAN CPA | PreparerPersonNm |
| PTIN | P00450200 | PTIN |
| Phone | 4808209184 | PhoneNum |
| Preparation | 2019-04-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.191.125.51 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-01 | IPDt |
| IP Tm | 11:40:24 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1072DF27DF7059990505A2C8D15E76B6C11BD31D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,188,429 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $854 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $854 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $854 | InterestOnSavingsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $157,590 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $157,590 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $157,590 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $49,429 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $158,444 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $158,444 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $158,444 | 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 | $363 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $363 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $666 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $666 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,951 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,951 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $18,951 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $27,166 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $27,166 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $27,166 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $62,349 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $62,044 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $62,044 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $110,695 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $110,390 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $108,161 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $68,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $68,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $179,045 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $110,390 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $108,161 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,601 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,054 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $50,283 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,519 | CashBOYAmt |
| Cash EOY | $45,684 | CashEOYAmt |
| Cash EOYFMV | $45,684 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $269,715 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $244,006 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $244,006 | SavAndTempCashInvstEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,305,070 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $406,331 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $925,905 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $898,739 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $898,739 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,209,139 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,188,429 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,188,429 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $15,153 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $15,044 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,153 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,044 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,193,986 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,173,385 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,193,986 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,173,385 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,209,139 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,188,429 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,193,986 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,601 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,173,385 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,173,385 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $105,670 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,572,171 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067213 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $103,764 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,552,990 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066816 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $124,644 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,530,326 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.081449 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $102,030 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,550,181 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065818 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $41,280 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,518,344 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.027188 | DistributionYr5Rt |
| Total Distribution | 0.308484 | TotalDistributionRt |
| Average Distribution | 0.061697 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,562,714 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $96,415 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $481 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $96,896 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $68,350 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $961 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $961 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $961 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $320 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $22 | EsPenaltyAmt |
| Tax Due | $663 | 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 | 0 | 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 | 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 | TOM ROGERS | IndividualWithBooksNm |
| Phone | 5208893593 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3334 E MILBER STREET | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL HUDSON | ||||||||
| 3334 E MILBER STREET | TUCSON | AZ | 85714 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| THOMAS W ROGERS | ||||||||
| 3334 E MILBER STREET | TUCSON | AZ | 85714 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DONALD L ROGERS | ||||||||
| 3334 E MILBER STREET | TUCSON | AZ | 85714 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $281,442 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,305,070 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,586,512 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,586,512 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,798 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,562,714 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,136 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,136 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $961 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $961 | TotalTaxAmt |
| Distributable Before Adj | $77,175 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,175 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,175 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $68,350 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $68,350 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,175 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $24,521 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,128 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $28,612 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,007 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $130,268 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $68,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $68,350 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $8,825 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,825 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $121,443 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $121,443 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,696 | ExcessFromYear4Amt |
| Excess From Year3 | $48,128 | ExcessFromYear3Amt |
| Excess From Year2 | $28,612 | ExcessFromYear2Amt |
| Excess From Year1 | $29,007 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANNUAL CATHOLIC APPEAL | |||||||
| 111 SOUTH CHURCH AVENUE | TUCSON | AZ | 85702 | NONE | NON-PROFIT | FUNDRAISING FOR THE DIOCESE. | $2,500 |
| AZ SUN CIRCUIT | |||||||
| 27308 N DAISY MOUNTAIN DR STE 122 | ANTHEM | AZ | 85086 | NONE | NON-PROFIT | AWARDS & PRIZE MONEY FOR SHOW CONTESTANTS. | $5,000 |
| CFHS BAND BOOSTERS | |||||||
| PO BOX 65150 | TUCSON | AZ | 85728 | NONE | NON-PROFIT | FINANCIAL ASSISTANCE TO BAND STUDENT AND COACHES. | $500 |
| COMMUNITY FOOD BANK | |||||||
| 3003 S COUNTRY CLUB TD | TUCSON | AZ | 85713 | NONE | NON-PROFIT | FUNDING FOOD FOR AVAILABILITY TO FINANCIALLY STRUGGLING FAMILIES. | $500 |
| ELEMENTS CITY CHURCH | |||||||
| 3645 E PIMA STREET | TUCSON | AZ | 85716 | NONE | NON-PROFIT | FUNDING FOR MIDTOWN COMMUNITY PROJECTS IN SCHOOLS. | $1,500 |
| GINNY L CLEMENTS BREAT CANCER RESEARCH | |||||||
| TUCSON | TUCSON | AZ | 85718 | NONE | NON-PROFIT | LERANING OPPORTUNITIES FOR STUDENTS AND ADVANCE RESEARCH FOR BREAST CANCER CURE. | $38,000 |
| GOSPEL RESCUE MISSION | |||||||
| 326 W 28TH STREET | TUCSON | AZ | 85713 | NONE | NON-PROFIT | PROVIDES SHELTER FOR HOMELESS. | $1,000 |
| HUMANE SOCIETY | |||||||
| 3450 N KELVIN BLVD | TUCSON | AZ | 85716 | NONE | NON-PROFIT | ANIMAL WELFARE IN COMMUNITY. | $6,000 |
| LUTHERAN CHURCH OF THE FOOTHILLS | |||||||
| 5102 N CRAYCROFT ROAD | TUCSON | AZ | 85718 | NONE | NON-PROFIT | GENERAL FUND. | $1,500 |
| RONALD MCDONALD HOUSE | |||||||
| 3838 N CAMPBELL AVE BLD 6 | TUCSON | AZ | 85719 | NONE | COMMUNITY ACTIVITY | HOMES FOR FAMILIES WITH CRITICALLY ILL CHILDREN. | $500 |
| TU NIDITO CHILDREN & FAMILY SERVICE | |||||||
| 3922 N MOUNTAIN AVE | TUCSON | AZ | 85719 | NONE | NON-PROFIT | SUPPORT GRIEVING CHILDREN IMPACTED BY SERIOUS MEDICAL CONDITIONS OR DEATH. | $1,000 |
| TUCSON MUSEUM OF ART | |||||||
| 140 NORTH MAIN AVE | TUCSON | AZ | 85701 | NONE | NON-PROFIT | TO TMA LEAGUE TO SPONSOR EVENTS. | $1,000 |
| UOFA FOUNDATION | |||||||
| 1111 N CHERRY | TUCSON | AZ | 85719 | NONE | NON-PROFIT | FINANCIAL ASSISTANCE STUDENT ATHLETES. | $5,000 |
| EQUESTRIAN ORDER OF THE HOLY SEPULCHRE OF JERUSALEM | |||||||
| 2001 KIRBY DRIVE SUITE 902 | HOUSTON | TX | 77019 | NONE | NON-PROFIT | SOCIAL AND CHARITABLE ACTIVITIES IN THE HOLY LAND. | $2,500 |
| ST MICHAEL'S SCHOOL | |||||||
| 602 N WILMOT RD | TUCSON | AZ | 85711 | NONE | EDUCATIONAL | EXTRACIRRICULAR PROGRAMS AND EVENTS. | $1,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $68,350 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $854 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $49,429 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $50,283 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,283 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| 3203-3231 E LINCOLN | 2004-01-01 | $595,070 | $302,314 | SL | 27.500000000000 | $21,639 | $21,639 | $21,639 |
| 4875 E WYOMING ST. | 2004-01-01 | $152,000 | $76,851 | SL | 27.500000000000 | $5,527 | $5,527 | $5,527 |
| LAND- E. WYOMING LAND INVEST. - TUCSON, AZ 85714 | 2004-01-01 | $256,000 | L | $0 | $0 | $0 | ||
| LAND - E. NEBRASKA LAND INVEST. - TUCSON, AZ 85714 | 2004-01-01 | $302,000 | L | $0 | $0 | $0 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 3203-3231 E LINCOLN | $595,070 | $323,953 | $271,117 |
| 4875 E WYOMING ST. | $152,000 | $82,378 | $69,622 |
| LAND- E. WYOMING LAND INVEST. - TUCSON, AZ 85714 | $256,000 | $0 | $256,000 |
| LAND - E. NEBRASKA LAND INVEST. - TUCSON, AZ 85714 | $302,000 | $0 | $302,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $363 | LegalFeesAmt |
| Net Investment Income | $363 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $11 | $0 | $0 | $0 |
| OFFICE SUPPLIES | $294 | $0 | $0 | $0 |
| PROPERTY TAX APPEALS | $0 | $0 | $0 | $0 |
| OFFICE SUPPLIES | $0 | $0 | $0 | $0 |
| GARDENING | $0 | $0 | $0 | $0 |
| INSURANCE | $5,307 | $5,307 | $5,307 | $0 |
| REPAIRS & MAINTENANCE | $43,734 | $43,734 | $43,734 | $0 |
| CLEAN UP | $0 | $0 | $0 | $0 |
| HVAC REPAIRS | $0 | $0 | $0 | $0 |
| ROOFING | $0 | $0 | $0 | $0 |
| COLLECTED | $0 | $0 | $0 | $0 |
| SUPPLIES | $0 | $0 | $0 | $0 |
| UTILITIES | $13,003 | $13,003 | $13,003 | $0 |
| COLLECTED | $0 | $0 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY DEPOSITS | $15,084 | $14,948 |
| SALES TAX PAYABLE | $69 | $96 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROPERTY EVALUATION | CategoryTxt |
| Amt | $666 | Amt |
| Net Investment Income | $666 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PERSONA | $0 | $0 | $0 | $0 |
| PROPERTY TAX | $18,951 | $18,951 | $18,951 | $0 |
| SALES TAX | $0 | $0 | $0 | $0 |