MCINTOSH FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MCINTOSH FAMILY FOUNDATION (EIN 26-2199799)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-12-06
- IRS object ID
- 201323409349100102
- Schema version
- 2012v2.2
- 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
- General Explanation Attachment
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-12-06T12:52:01-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Lane Suite 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262199799 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McIntosh Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MCIN | NameControl |
| Phone | 8008391754 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Scott McIntosh | Name |
| Title | Vice President | Title |
| Date Signed | 2013-12-06 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2013-12-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4357580 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 443 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 443 | InterestOnSavingsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 443 | TotalRevenueAndExpenses |
| Total Net Investment Income | 443 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 11344 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 11344 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 13191 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 22847 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 22847 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 47382 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 11344 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 22847 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 133310 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 133310 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 180692 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 11344 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 156157 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -180249 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 4537829 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 4357580 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 4357580 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 4537829 | TotalAssetsBOY |
| Total Assets EOY | 4357580 | TotalAssetsEOY |
| Total Assets EOYFMV | 4357580 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 4537829 | RetainedEarningsBOY |
| Retained Earnings EOY | 4357580 | RetainedEarningsEOY |
| Total Net Assets BOY | 4537829 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4357580 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4537829 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4357580 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4537829 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -180249 | ExcessOfRevenueOverExpenses |
| Subtotal | 4357580 | Subtotal |
| Total Net Assets Fund Balances EOY | 4357580 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 459663 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4237640 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.108471 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 406999 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4201409 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.096872 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 345482 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2999605 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.115176 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 20133 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 183835 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.109517 | DistributionRatioYear4 |
| Total Distribution Ratio | 000.430036 | TotalDistributionRatio |
| Average Distribution Ratio | 000.107509 | AverageDistributionRatio |
| Net Noncharitable Assets | 4368024 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 469602 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 469602 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 156157 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8008391754 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Carolyn McIntosh | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | President / Director / Secretary | 001.00 | 0 |
| Scott McIntosh | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Vice President / Director | 001.00 | 0 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4434542 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4434542 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 4434542 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 66518 | CashDeemedCharitable |
| Net Noncharitable Assets | 4368024 | NetNoncharitableAssets |
| Minimum Investment Return | 218401 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 218401 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 218401 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 218401 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 218401 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 156157 | ExpensesAndContributions |
| Qualifying Distributions | 156157 | QualifyingDistributions |
| Adj Qualifying Distributions | 156157 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 218401 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 12801 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 196180 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 198722 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 262772 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 670475 | TotalExcessDistriCarryover |
| Qualifying Distributions | 156157 | QualifyingDistributions |
| Applied To Current Year | 156157 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 62244 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 62244 | ExcessDistriCyovAppliedCY |
| Total Corpus | 608231 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 608231 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 146737 | ExcessFromYear3 |
| Excess From Year2 | 198722 | ExcessFromYear2 |
| Excess From Year1 | 262772 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ARIZONA COMMUNITY FOUNDATION | |||||||
| 2201 E CAMELBACK RD STE 202 | PHOENIX | AZ | 85016 | N/A | 509a1 | Angel-Entrepreneurs Scholarship Fund | $25,000 |
| AZ ST UNIV FDN FOR A NEW AMERICAN UNIV | |||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | N/A | 509a1 | College of Technology and Innovation Deans Club Program | $1,000 |
| AZ ST UNIV FDN FOR A NEW AMERICAN UNIV | |||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | N/A | 509a1 | CTI Conscious Capitalism Scholarships Program | $25,510 |
| AZ ST UNIV FDN FOR A NEW AMERICAN UNIV | |||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | N/A | 509a1 | CTI Conscious Capitalism Startup Academy | $16,000 |
| CONSCIOUS CAPITALISM INC | |||||||
| 3945 NE STANTON ST | PORTLAND | OR | 97212 | N/A | 509a1 | General Unrestricted | $10,000 |
| JUNIOR ACHIEVEMENT OF ARIZONA | |||||||
| 636 W SOUTHERN AVE | TEMPE | AZ | 85282 | N/A | 509a1 | General Unrestricted | $10,000 |
| PHOENIX POLICE RESERVE FOUNDATION | |||||||
| 620 W WASHINGTON ST STE 414 | PHOENIX | AZ | 85003 | N/A | 509a1 | General Unrestricted | $4,000 |
| SOCIAL VENTURE PARTNERS | |||||||
| 1505 E MISSOURI AVE STE 200 | PHOENIX | AZ | 85014 | N/A | 509a1 | General Unrestricted | $6,500 |
| TEEN ADDICTION ANONYMOUS | |||||||
| 33917 N 23RD LN | PHOENIX | AZ | 85085 | N/A | 509a1 | General Unrestricted | $5,000 |
| TEEN ADDICTION ANONYMOUS | |||||||
| 33917 N 23RD LN | PHOENIX | AZ | 85085 | N/A | 509a1 | Website Development | $30,000 |
| THE FACTS OF LIFE GROUP HOME INC | |||||||
| PO BOX 93872 | PHOENIX | AZ | 85070 | N/A | 509a1 | College Tour Program | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 133310 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $443 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $443 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 443 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
General Explanation Attachment GeneralExplanationAttachment
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Administrative Fees | 22822 | 22822 |
| State or Local Filing Fees | 25 | 25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | Category |
| Amount | $11,344 | Amount |
| Net Investment Income | 11344 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax for 2011 | Category |
| Amount | $13,191 | Amount |