URQUHART MEMORIAL FOUNDATION: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- URQUHART MEMORIAL FOUNDATION (EIN 81-0556451)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-06
- IRS object ID
- 201532799349200613
- Schema version
- 2014v5.0
- 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 | 2015-10-06T10:39:14-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Selina P Chiu CPA | PreparerPersonNm |
| PTIN | P00233384 | PTIN |
| Phone | 5108320257 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | 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 | $101,999 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $98,025 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $3,974 | 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 | $101,999 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $800 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $586 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $90,447 | OtherExpensesTotalAmt |
| Total Expenses | $91,833 | TotalExpensesAmt |
| Excess Or Deficit For Year | $10,166 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $169,900 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $180,066 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,900 | BOYAmt |
| EOY | $180,066 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,900 | BOYAmt |
| EOY | $180,066 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,900 | BOYAmt |
| EOY | $180,066 | 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 $98,000.00 IN TOTAL DONATIONS FOR THE YEAR OF 2014. THIS WAS ACCOMPLISHED BY SOLICITED AND UNSOLICITATED DONATIONS FROM OUR DONOR BASE. WE WERE ABLE TO GIVE 44 STUDENTS A TOTAL OF $87,500.00 IN SCHOLARSHIP DOLLARS. THE PRESIDENT OF LINCOLN UNIVERSITY IN PENNSYLVANIA DR. ROBERT R. JENNINGS, WAS OUR KEYNOTE SPEAKER AT THE AWARDS CEREMONY ON AUGUST 10, 2014. ONE HUNDRED AND FIFTY PEOPLE CONSISTING OF RECIPEINTS, FAMILY AND FRIENDS WERE IN ATTENDANCE. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $91,833 | GrantsAndAllocationsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $91,833 | 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 | $145,847 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $113,975 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $146,825 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,485 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $98,025 | CurrentTaxYearAmt |
| Total | $538,157 | 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 | $145,847 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $113,975 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $146,825 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,485 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $98,025 | CurrentTaxYearAmt |
| Total | $538,157 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $538,157 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $884 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $735 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $773 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $729 | CurrentTaxYearAmt |
| Total | $3,921 | 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 | $860 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $933 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,130 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,373 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,245 | CurrentTaxYearAmt |
| Total | $11,541 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $553,619 | TotalSupportAmt |
| Public Support CY170 | 0.97210 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97890 | 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 (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1002 | Office Expenses $100 |
| Other Expenses.1 | SCHOLARSHIP $87500 |
| Other Expenses.2 | EVENT EXPENSE $1000 |
| Other Expenses.3 | WEBSITE HOSTING $831 |
| Other Expenses.5 | DUES & SUBSCRIPTION $474 |
| Other Expenses.6 | POSTAGE $312 |
| Other Expenses.7 | BANK FEES $209 |
| Other Expenses.8 | MISCELLANEOUS $21 |