URQUHART MEMORIAL FOUNDATION: Form 990EZ, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- URQUHART MEMORIAL FOUNDATION (EIN 81-0556451)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-03-07
- IRS object ID
- 201710669349200111
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-07T09:25:32-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant & Smith LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 Clay St Suite 1015 | AddressLine1Txt |
| City | Oakland | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810556451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URQUHART MEMORIAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | URQU | BusinessNameControlTxt |
| Phone | 4152721996 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12734 E APPALOOSA PL | AddressLine1Txt |
| City | Scottsdale | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85259 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERNEST H URQUHART | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2017-03-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ravinder Singh CPA | PreparerPersonNm |
| PTIN | P00536788 | PTIN |
| Phone | 5108320257 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $41,265 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $36,890 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $4,375 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $41,265 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $825 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $678 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $84,478 | OtherExpensesTotalAmt |
| Total Expenses | $85,981 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$44,716 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $123,435 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $78,719 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,435 | BOYAmt |
| EOY | $78,719 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,435 | BOYAmt |
| EOY | $78,719 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,435 | BOYAmt |
| EOY | $78,719 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | PROVIDE SCHOLARSHIP TO NEEDY STUDENTS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE FOUNDATION RECEIVED $37,000.00 IN TOTAL DONATIONS FOR THE YEAR OF 2016. THIS WAS ACCOMPLISHED BY SOLICITED AND UNSOLICITATED DONATIONS FROM OUR DONOR BASE. WE WERE ABLE TO GIVE 35 STUDENTS A TOTAL OF $80,000.00 IN SCHOLARSHIP DOLLARS. THE DISTRICT ATTORNEY OF PHILDELPHIA SETH R. WILLIAMS, WAS OUR KEYNOTE SPEAKER AT THE AWARDS CEREMONY ON AUGUST 14, 2016. ONE HUNDRED AND TWENTY-FIVE PEOPLE CONSISTING OF RECIPEINTS, FAMILY AND FRIENDS WERE IN ATTENDANCE. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $83,644 | GrantsAndAllocationsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $83,644 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| ERNEST H URQUHART | ||
| CEO | 2.00 | $0 |
| MICHELLE E URQUHART | ||
| CFO/Secretary | 2.00 | $0 |
| Carmen Allen | ||
| BOARD MEMBER | 0 | $0 |
| Brenda Alston-Mills | ||
| BOARD MEMBER | 0 | $0 |
| Alexandria Johnson Boone | ||
| BOARD MEMBER | 0 | $0 |
| Louise Gissendaner | ||
| BOARD MEMBER | 0 | $0 |
| Linda Wade | ||
| BOARD MEMBER | 0 | $0 |
| EDWIN HILL | ||
| BOARD MEMBER | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE E URQUHART | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12734 E APPALOOSA PL | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4152721996 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Form720 Filed | false | Form720FiledInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $146,825 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,485 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,025 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,806 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,890 | CurrentTaxYearAmt |
| Total | $368,031 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $146,825 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,485 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,025 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,806 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,890 | CurrentTaxYearAmt |
| Total | $368,031 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $368,031 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $735 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $773 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $729 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $599 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $635 | CurrentTaxYearAmt |
| Total | $3,471 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,130 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,373 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,245 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,956 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,740 | CurrentTaxYearAmt |
| Total | $17,444 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $388,946 | TotalSupportAmt |
| Public Support CY170 | 0.94620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96060 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1002 | Office Expenses $2003 |
| Other Expenses.1 | SCHOLARSHIP $80000 |
| Other Expenses.2 | EVENT EXPENSE $1000 |
| Other Expenses.3 | BANK FEES $765 |
| Other Expenses.5 | MARKETING $363 |
| Other Expenses.6 | DUES & SUBSCRIPTION $175 |
| Other Expenses.7 | POSTAGE $172 |