TUCSON COMMUNITY FOUNDATION DONOR DIRECTED FUND: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TUCSON COMMUNITY FOUNDATION DONOR DIRECTED FUND (EIN 94-2844787)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-12-16
- IRS object ID
- 201443509349100104
- Schema version
- 2013v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-12-16T14:30:37-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364538293 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUDWIG KLEWER & CO PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4783 E CAMP LOWELL DR | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85712 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942844787 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUCSON COMM FDN DONOR DIRECTED FUND | BusinessNameLine1 |
| Business Name Line2 | C/O COMMUNITY FDN FOR SOUTHERN AZ | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TUCS | BusinessNameControlTxt |
| Phone | 5207700800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2250 E BROADWAY BLVD | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85719 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J CLINTON MABIE | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 5207700800 | PhoneNum |
| Signature | 2014-12-09 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE S KLEWER CPA | PreparerPersonNm |
| PTIN | P00343046 | PTIN |
| Phone | 5205450500 | PhoneNum |
| Preparation | 2014-12-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Total Rev And Expnss | $0 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $0 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $0 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | false | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FDN FOR SOUTHERN ARIZONA | BusinessNameLine1 |
| Business Name Line2 | COMMUNITY FDN FOR SOUTHERN ARIZONA | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5207700800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2250 E BROADWAY | AddressLine1 |
| Address Line2 | 2250 E BROADWAY | AddressLine2 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85719 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (24 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| FRED CHAFFEE | |||||||||
| 2250 E BROADWAY BOULEVARD | 2250 E BROADWAY BOULEVARD | TUCSON | AZ | 85719 | 1ST VICE CHA | 0.00 | $0 | $0 | $0 |
| CANDE GROGAN | |||||||||
| 2250 E BROADWAY BOULEVARD | 2250 E BROADWAY BOULEVARD | TUCSON | AZ | 85719 | SECRETARY | 0.00 | $0 | $0 | $0 |
| DONALD LURIA | |||||||||
| 2250 E BROADWAY BOULEVARD | 2250 E BROADWAY BOULEVARD | TUCSON | AZ | 85719 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| RICHARD MUNDINGER | |||||||||
| 2250 E BROADWAY BOULEVARD | 2250 E BROADWAY BOULEVARD | TUCSON | AZ | 85719 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| CARRIE BRENNAN | |||||||||
| 2250 E BROADWAY BOULEVARD | 2250 E BROADWY BOULEVARD | TUCSON | AZ | 85719 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| TONY DABDOUB | |||||||||
| 2250 E BROADWAY BOULEVARD | 2250 E BROADWAY BOULEVARD | TUCSON | AZ | 85719 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BOB FRIESEN | |||||||||
| 2250 E BROADWAY BOULEVARD | 2250 E BROADWAY BOULEVARD | TUCSON | AZ | 85719 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BILL HOLMES | |||||||||
| 2250 E BROADWAY BOULEVARD | 2250 E BROADWAY BOULEVARD | TUCSON | AZ | 85719 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARIAN LALONDE | |||||||||
| 2250 E BROADWAY BOULEVARD | 2250 E BROADWAY BOULEVARD | TUCSON | AZ | 85719 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DARRYL DOBRAS | |||||||||
| 2250 E BROADWAY BOULEVARD | 2250 E BROADWAY BOULEVARD | TUCSON | AZ | 85719 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BRADLEY NYSTEDT | |||||||||
| 2250 E BROADWAY BOULEVARD | 2250 E BROADWAY BOULEVARD | TUCSON | AZ | 85719 | TREASURER | 0.00 | $0 | $0 | $0 |
| JIM ROWLEY | |||||||||
| 2250 E BROADWAY BOULEVARD | 2250 E BROADWAY BOULEVARD | TUCSON | AZ | 85719 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MIKE SULLIVAN | |||||||||
| 2250 E BROADWAY BOULEVARD | 2250 E BROADWAY BOULEVARD | TUCSON | AZ | 85719 | CHAIR | 0.00 | $0 | $0 | $0 |
| CRAIG WISNOM | |||||||||
| 2250 E BROADWAY BOULEVARD | 2250 E BROADWAY BOULEVARD | TUCSON | AZ | 85719 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JOSEPH BLAIR | |||||||||
| 2250 E BROADWAY BOULEVARD | 2250 E BROADWAY BOULEVARD | TUCSON | AZ | 85719 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JAN LESHER | |||||||||
| 2250 E BROADWAY BOULEVARD | 2250 E BROADWAY BOULEVARD | TUCSON | AZ | 85719 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PAUL LINDSEY | |||||||||
| 2250 E BROADWAY BOULEVARD | 2250 E BROADWAY BOULEVARD | TUCSON | AZ | 85719 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARY OKOYE | |||||||||
| 2250 BROADWAY BOULEVARD | TUCSON | AZ | 85719 | TRUSTEE | 0.00 | $0 | $0 | $0 | |
| NIKKI HALLE | |||||||||
| 2550 E BROADWAY BOULEVARD | TUCSON | AZ | 85719 | TRUSTEE | 0.00 | $0 | $0 | $0 | |
| MARC SANDROFF | |||||||||
| 2550 E BROADWAY BOULEVARD | TUCSON | AZ | 85719 | TRUSTEE | 0.00 | $0 | $0 | $0 | |
| ROMAN SANDOVAL | |||||||||
| 2550 E BROADWAY BOULEVARD | TUCSON | AZ | 85719 | TRUSTEE | 0.00 | $0 | $0 | $0 | |
| ROGER VOGEL | |||||||||
| 2550 E BROADWAY BOULEVARD | TUCSON | AZ | 85719 | TRUSTEE | 0.00 | $0 | $0 | $0 | |
| ANNE ROEDIGER | |||||||||
| 2250 E BROADWAY BOULEVARD | TUCSON | AZ | 85719 | TRUSTEE | 0.00 | $0 | $0 | $0 | |
| BARBARA SMITH | |||||||||
| 2250 E BROADWAY BOULEVARD | TUCSON | AZ | 85719 | TRUSTEE | 0.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (24 entries)
| FRED CHAFFEE |
| CANDE GROGAN |
| DONALD LURIA |
| RICHARD MUNDINGER |
| CARRIE BRENNAN |
| TONY DABDOUB |
| BOB FRIESEN |
| BILL HOLMES |
| MARIAN LALONDE |
| DARRYL DOBRAS |
| BRADLEY NYSTEDT |
| JIM ROWLEY |
| MIKE SULLIVAN |
| CRAIG WISNOM |
| JOSEPH BLAIR |
| JAN LESHER |
| PAUL LINDSEY |
| MARY OKOYE |
| NIKKI HALLE |
| MARC SANDROFF |
| ROMAN SANDOVAL |
| ROGER VOGEL |
| ANNE ROEDIGER |
| BARBARA SMITH |