JOSEPH AND MARY CACIOPPO FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND MARY CACIOPPO FOUNDATION (EIN 86-0465698)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-15
- IRS object ID
- 201243209349100934
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Employee Compensation Expln
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T09:17:55-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUDWIG KLEWER & CO PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860465698 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOSEPH & MARY CACIOPPO | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOSE | NameControl |
| Phone | 5203260703 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4769 E CAMP LOWELL DRIVE | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85712 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL-ANNE YOUNG | Name |
| Title | VICE PRESIDENT | Title |
| Phone | 5203260703 | Phone |
| Date Signed | 2012-11-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRIS WM LUDWIG CPA | Name |
| Phone | 5205450500 | Phone |
| Date Prepared | 2012-11-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 7838963 | FMVAssetsEOY |
| Method Of Accounting Other | X | MethodOfAccountingOther |
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 | 110253 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 110253 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 94611 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 94611 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 665129 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 4182334 | GrossSalesPrice |
| Total Revenue And Expenses | 869993 | TotalRevenueAndExpenses |
| Total Net Investment Income | 204864 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 1700 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 1650 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 123949 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 123949 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 3343 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 3343 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 9323 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 9323 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4274 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 4274 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 47343 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 47343 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 16 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 16 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 5926 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 1973 | OccupancyRevAndExpnss |
| Occupancy Dsbrs Chrtbl Prps | 1973 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 3549 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 3549 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 44771 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 44771 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 246167 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 47343 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 192848 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 163715 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 163715 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 409882 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 47343 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 356563 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 460111 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 157521 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 10970 | CashBOY |
| Cash EOY | 1554 | CashEOY |
| Cash EOYFMV | 1554 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 373006 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 100968 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 100968 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 1935 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 4099 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 4099 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 4122287 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4064700 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4471024 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 2061904 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2838032 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2912452 | InvestmentsCorpBondsEOYFMV |
| Land Building And Equipment Basis | 280240 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 80651 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 205515 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 199589 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 309000 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 12933 | OtherAssetsBOY |
| Other Assets EOY | 39866 | OtherAssetsEOY |
| Other Assets EOYFMV | 39866 | OtherAssetsEOYFMV |
| Total Assets BOY | 6788550 | TotalAssetsBOY |
| Total Assets EOY | 7248808 | TotalAssetsEOY |
| Total Assets EOYFMV | 7838963 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 4309 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 4456 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 4309 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4456 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 6784241 | UnrestrictedBOY |
| Unrestricted EOY | 7244352 | UnrestrictedEOY |
| Total Net Assets BOY | 6784241 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7244352 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6788550 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7248808 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6784241 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 460111 | ExcessOfRevenueOverExpenses |
| Subtotal | 7244352 | Subtotal |
| Total Net Assets Fund Balances EOY | 7244352 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 314511 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7301946 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.043072 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 233557 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6767211 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.034513 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 186838 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6197499 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.030147 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 402207 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 8240496 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.048809 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 414287 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 8265693 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.050121 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.206662 | TotalDistributionRatio |
| Average Distribution Ratio | 0.041332 | AverageDistributionRatio |
| Net Noncharitable Assets | 7363936 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 304366 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1575 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 305941 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 356563 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1575 | InvestmentIncomeExciseTax |
| Subtotal | 1575 | Subtotal |
| Tax Based On Investment Income | 1575 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2400 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2400 | TotalCreditsAndPayments |
| Overpayment | 825 | Overpayment |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
| Amount To Be Refunded | 825 | AmountToBeRefunded |
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 |
| States Filed With | AZ | StatesFiledWith |
| 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 |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | THE FOUNDATION | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5203260703 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4769 E CAMP LOWELL DRIVE | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85712 | ZIPCode |
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 | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| CHARLES R YOUNG -TERM ENDED 63012 | ||||||||
| 4769 E CAMP LOWELL DRIVE | TUCSON | AZ | 85712 | CHMN/PRES | 2.50 | 550 | 0 | 0 |
| CHARLES R YOUNG II -TERM END 63012 | ||||||||
| 4769 E CAMP LOWELL DRIVE | TUCSON | AZ | 85712 | TREASURER | 2.50 | 550 | 0 | 0 |
| CRAIG WILLIS | ||||||||
| 4769 E CAMP LOWELL DRIVE | TUCSON | AZ | 85712 | SECRETARY | 2.50 | 550 | 0 | 0 |
| MICHAEL-ANNE YOUNG | ||||||||
| 4769 E CAMP LOWELL DRIVE | TUCSON | AZ | 85712 | VICE PRES | 2.05 | 50 | 0 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL-ANNE YOUNG | Name |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4769 E CAMP LOWELL DRIVE | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85712 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CEO | Title |
| Average Hours Per Week | 50.00 | AverageHoursPerWeek |
| Compensation | 110043 | Compensation |
| Employee Benefits | 3343 | EmployeeBenefits |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 7075264 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 400813 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7476077 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 7476077 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 112141 | CashDeemedCharitable |
| Net Noncharitable Assets | 7363936 | NetNoncharitableAssets |
| Minimum Investment Return | 368197 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 368197 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1575 | TaxBasedOnInvestmentIncome |
| Total Tax | 1575 | TotalTax |
| Distributable Amount Before Adj | 366622 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 366622 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 366622 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 356563 | ExpensesAndContributions |
| Qualifying Distributions | 356563 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1575 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 354988 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 366622 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 66453 | ExcessDistriCarryoverYear4 |
| Total Excess Distri Carryover | 66453 | TotalExcessDistriCarryover |
| Qualifying Distributions | 356563 | QualifyingDistributions |
| Applied To Current Year | 356563 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 10059 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 10059 | ExcessDistriCyovAppliedCY |
| Total Corpus | 56394 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 56394 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 56394 | ExcessFromYear4 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | THE JOSEPH AND MARY CACIOPPO FND | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MICHAEL-ANNE YOUNG CEO | AddressLine1 |
| Address Line2 | 4769 EAST CAMP LOWELL DR | AddressLine2 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85712 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5203260703 | RecipientPhoneNumber |
| Form And Info And Materials | CONTACT CHIEF EXECUTIVE OFFICER IN WRITING. | FormAndInfoAndMaterials |
| Submission Deadlines | CONTACT CHIEF EXECUTIVE OFFICER IN WRITING. | SubmissionDeadlines |
| Restrictions On Awards | ALL GRANT DISTRIBUTIONS ARE MADE TO ORGANIZATIONS WHICH QUALIFY TO RECEIVE AMOUNTS CLASSIFIED AS CHARITABLE DEDUCTIONS UNDER IRS CODE SECTION 170(C). | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| SEE ATTACHED STATEMENT 14 | |||||
| VARIOUS | TUCSON | AZ | 85712 | SEE ATTACHED STATEMENT 14 | $164,195 |
| OLD FT LOWELL LIVE-AT-HOME PROGRAM | |||||
| PO BOX 14633 | TUCSON | AZ | 857324633 | NONCOMPLIANCE WITH GRANT AGREEMENT | -$480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 163715 | 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 | $110,253 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $94,611 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $665,129 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $869,993 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 869993 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $4,274 | Amount |
| Disbursements Charitable Prps | 4274 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (4 entries)
| CHARLES R YOUNG -TERM ENDED 63012 |
| CHARLES R YOUNG II -TERM END 63012 |
| CRAIG WILLIS |
| MICHAEL-ANNE YOUNG |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (21 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense |
|---|---|---|---|---|---|---|
| BUILDING | 2001-06-06 | 152455 | 38569 | S/L | 39.0000 | 3909 |
| DESKS | 2001-05-08 | 4763 | 4763 | S/L | 10.0000 | |
| CHAIRS | 2001-06-06 | 6939 | 6939 | S/L | 10.0000 | |
| SIDEBOARD TABLE | 2001-04-19 | 1276 | 1276 | S/L | 10.0000 | |
| CONFERENCE TABLE | 2001-06-27 | 530 | 530 | S/L | 10.0000 | |
| REFRIDERATOR | 2001-05-16 | 1338 | 1338 | S/L | 10.0000 | |
| VACUUM | 2001-06-19 | 422 | 422 | S/L | 10.0000 | |
| STAND | 2001-05-30 | 605 | 605 | S/L | 10.0000 | |
| 24" TV/VCR/DVD | 2003-10-06 | 570 | 358 | S/L | 10.0000 | 28 |
| BLINDS FRONT DOOR | 2003-07-23 | 292 | 187 | S/L | 10.0000 | 15 |
| LAPTOP COMPUTER | 2004-12-16 | 1560 | 1404 | S/L | 5.0000 | |
| OPTIPLEX SOFTWARE | 2007-08-16 | 1206 | 925 | S/L | 5.0000 | 241 |
| 7 CEILING FANS W. REMOTES | 2001-04-30 | 1261 | 1096 | S/L | 12.0000 | 105 |
| CARPET | 2001-05-10 | 2123 | 1845 | S/L | 12.0000 | 177 |
| PHONE SYSTEM | 2001-05-24 | 8100 | 7040 | S/L | 12.0000 | 675 |
| WOOD BLINDS | 2001-05-30 | 2489 | 2162 | S/L | 12.0000 | 208 |
| ALARM SYSTEM | 2001-05-30 | 989 | 858 | S/L | 12.0000 | 83 |
| OAK BASEBOARDS | 2001-06-12 | 1166 | 973 | S/L | 12.0000 | 97 |
| SIGNS | 2001-09-27 | 2785 | 2204 | S/L | 12.0000 | 232 |
| LAND | 2001-02-27 | 87750 | ||||
| COPIER | 2009-07-13 | 1622 | 1232 | 200DB | 5.0000 | 156 |
Employee Compensation Expln EmployeeCompensationExpln
Employee Comp Explanation EmployeeCompExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Employee Name | MICHAEL-ANNE YOUNG | EmployeeName |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (46 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| NALCO HOLDINGS | 2011-03 | PURCHASE | 2011-07 | 141310 | 104537 | 36773 |
| CHESAPEAKE ENERGY CORP | 2010-10 | PURCHASE | 2011-07 | 23587 | 15388 | 8199 |
| BOEING CO | 2010-12 | PURCHASE | 2011-08 | 107397 | 103366 | 4031 |
| GOODRICH CORPORATION | 2011-03 | PURCHASE | 2011-09 | 106095 | 83398 | 22697 |
| BANCO SANTANDER SA ADR | 2011-10 | PURCHASE | 2011-11 | 1 | 1 | |
| EBAY INC. | 2011-06 | PURCHASE | 2012-03 | 15951 | 12401 | 3550 |
| GENERAL DYNAMICS CORP | 2011-09 | PURCHASE | 2012-03 | 20078 | 16412 | 3666 |
| S P X CORP | 2011-10 | PURCHASE | 2012-03 | 32994 | 20350 | 12644 |
| CONAGRA FOODS INC | 2011-07 | PURCHASE | 2012-04 | 124181 | 123120 | 1061 |
| YAHOO INC. | PURCHASE | 2011-06 | 175594 | 158430 | 17164 | |
| CHESAPEAKE ENERGY CORP | PURCHASE | 2011-07 | 67392 | 49549 | 17843 | |
| PIONEER NATURAL RES CO | 2010-03 | PURCHASE | 2011-07 | 56503 | 31392 | 25111 |
| BOEING CO | 2008-04 | PURCHASE | 2011-08 | 93972 | 110642 | -16670 |
| WHITE MOUNTAINS INS NEWFTENDER OFFER | PURCHASE | 2011-09 | 169257 | 174512 | -5255 | |
| GOODRICH CORPORATION | 2010-04 | PURCHASE | 2011-09 | 148533 | 100995 | 47538 |
| BERKSHIRE HATHAWAY B NEWCLASS B | 2003-03 | PURCHASE | 2011-10 | 84304 | 51007 | 33297 |
| LOEWS CORPORATION | 2010-01 | PURCHASE | 2011-10 | 90667 | 99466 | -8799 |
| ITT CORPORATION NEW INDIANA | PURCHASE | 2011-10 | 144654 | 171720 | -27066 | |
| HOUSEHOLD FIN CO 6.10% | 2002-06 | PURCHASE | 2011-10 | 100000 | 96000 | 4000 |
| LIFE TECHNOLOGIES CORP: LIFE | PURCHASE | 2011-11 | 165254 | 198407 | -33153 | |
| TYCO INTL LTD NEW | PURCHASE | 2011-11 | 79193 | 46909 | 32284 | |
| BANK OF MELLON CP NEW | 2010-09 | PURCHASE | 2011-12 | 136034 | 179871 | -43837 |
| CHESAPEAKE ENERGY CORP | 2010-10 | PURCHASE | 2011-12 | 88464 | 85734 | 2730 |
| HSBC HLDGS PLC ADR | PURCHASE | 2012-01 | 72437 | 120123 | -47686 | |
| EQUIFAX INC | PURCHASE | 2012-01 | 107844 | 63438 | 44406 | |
| HEWLETT-PACKARD COMPANY | 2010-08 | PURCHASE | 2012-01 | 55500 | 90688 | -35188 |
| LIBERTY INTERACTIVE | 2010-06 | PURCHASE | 2012-01 | 114145 | 86704 | 27441 |
| EQUIFAX INC | 2003-02 | PURCHASE | 2012-01 | 124686 | 62934 | 61752 |
| KRAFT FOODS, INC. | PURCHASE | 2012-02 | 123230 | 88561 | 34669 | |
| PARKER-HANNIFIN CORP | 2009-07 | PURCHASE | 2012-02 | 97621 | 52161 | 45460 |
| ACCENTURE PLC | PURCHASE | 89556 | 40186 | 49370 | ||
| COVIDEN PLC | PURCHASE | 52871 | 40299 | 12572 | ||
| LOWES COMPANIES INC | PURCHASE | 74350 | 57497 | 16853 | ||
| WAL-MART STORES INC. | PURCHASE | 70625 | 55381 | 15244 | ||
| 3M COMPANY | PURCHASE | 87832 | 68874 | 18958 | ||
| AMERICAN EXPRESS COMPANY | PURCHASE | 117887 | 58254 | 59633 | ||
| HALLIBURTON CO HLDG CO | PURCHASE | 37603 | 34290 | 3313 | ||
| JPMORGAN CHASE & CO | PURCHASE | 98820 | 48177 | 50643 | ||
| PIONEER NATURAL RES CO | PURCHASE | 42425 | 22349 | 20076 | ||
| TE CONNECTIVITY LTD | PURCHASE | 54573 | 18506 | 36067 | ||
| AES CORP | PURCHASE | 89041 | 59732 | 29309 | ||
| WAL-MART STORES, INC. | PURCHASE | 133566 | 103663 | 29903 | ||
| COVIDEN PLC NEW | 2007-07 | PURCHASE | 2012-04 | 17612 | 13309 | 4303 |
| LOWES COMPANIES INC. | 2009-09 | PURCHASE | 2012-04 | 28272 | 18953 | 9319 |
| ACCENTURE PLC CL A | 2009-04 | PURCHASE | 2012-04 | 70423 | 29519 | 40904 |
| CATERPILLAR FIN | 2008-05 | PURCHASE | 2012-05 | 250000 | 250000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (12 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ABBEY NATL TREAS 4% 4/27/16 | 299992 | 295171 |
| CITIGROUP INC 5.5% 02/15/17 | 263665 | 261962 |
| COMCAST CORP NEW 6.5%15 NT DUE 01/15 | 333755 | 338574 |
| GE CAPITAL 5.4%17 BONDS DUE 02/15/17 | 314954 | 341269 |
| BANK OF AMERICA 5.42% 3/15/17 | 305926 | 310099 |
| GOLDMAN SACHS 5.25%13 DUE 10/15/13 | 249837 | 260465 |
| PETROBAS INTL 5.875% DUE 03/01/18 | 252545 | 248326 |
| PITNEY BOWES INC 4.75%18 DUE 05/15/1 | 309010 | 304389 |
| SBC COMMUNICATIONS 5.1%14 NOTES DUE | 250875 | 272959 |
| WELLPOINT 5.25%16 NOTES DUE 01/15/16 | 257473 | 279238 |
| HOUSEHOLD FIN CO 6.10%11 INTERNOTES | ||
| CATERPILLAR FIN 4.75%12 POWERNOTES D |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (60 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ABBOTT LABORATORIES 2600 SHARES | 127124 | 167622 |
| ACCENTURE PLC IRELAND 2098 SHARES | 78105 | 126069 |
| AES CORP 9275 SHARES | 88088 | 118998 |
| BANCO SANTANDER 12857 SHARES | 105692 | 84342 |
| BANK OF AMERICA CORP. 13315 SHARES | 100015 | 108917 |
| BAXTER INTERNATIONAL 1900 SHARES | 81232 | 100985 |
| BUNGE LIMITED 1650 SHARES | 111117 | 103521 |
| CHARLES SCHWAB CORP. | 67958 | 66977 |
| COVIDIEN 2570 SHARES | 103635 | 137495 |
| DEERE & COMPANY 1530 SHARES | 128178 | 123731 |
| DOW CHEMICAL COMPANY 3600. SHARES | 128214 | 113400 |
| EBAY 3875 SHARES | 113071 | 162789 |
| EMC CORP MASS 4100 SHARES | 90682 | 105083 |
| FIRST REPUBLIC BANK 3600 SHARES | 113048 | 120960 |
| GENERAL DYNAMICS CORP 1825 SHARES | 108918 | 120377 |
| GENERAL ELECTRIC CO. 7300 SHARES | 247987 | 152132 |
| HALLIBURTON CO 3200 SHARES | 87301 | 90848 |
| HEINZ H J CO 2700 SHARES | 137803 | 146826 |
| HERSHEY COMPANY 2565 SHARES | 154612 | 184757 |
| HESS CORPORATION 1900 SHARES | 102740 | 82555 |
| HOSPIRA 2300 SHARES | 72030 | 80454 |
| JC PENNEY 3600 SHARES | 126138 | 83916 |
| JP MORGAN CHASE 2734 SHARES | 86907 | 97686 |
| LENNAR CORP CLASS A 5600 SHARES | 101202 | 173096 |
| LOWES 4510 SHARES | 101172 | 128264 |
| M & T BANK CORPORATION 1400 SHARES | 103934 | 115598 |
| MITSUBISHI 20900 SHARES | 95886 | 99275 |
| ORACLE CORPORATION 4600 SHARES | 127167 | 136620 |
| PIONEER NATURAL 1245 SHARES | 80470 | 109821 |
| QEP RESOURCES INC. 2400 SHARES | 68157 | 71928 |
| QUESTAR CORPORATION 6460 SHARES | 121277 | 134756 |
| SPX CORP 1575 SHARES | 75416 | 102879 |
| SUNTRUST BANKS INC. 4500 SHARES | 83473 | 109035 |
| TEXAS INSTRUMENTS 3800 SHARES | 125588 | 109022 |
| TIME WARNER INC NEW 3600 SHARES | 134906 | 138600 |
| TE CONNECTIVITY LTD 3975 SHARES | 63928 | 126842 |
| UNILEVER N V NY SHS NEWF 4000 SHARES | 125551 | 133400 |
| VODAFONE GROUP 3600 SHARES | 95978 | 101448 |
| AMERICAN EXPRESS 2100 SHARES | ||
| BERKSHIRE HATHAWAY 1200 SHARES | ||
| BOEING COMPANY 3000 SHARES | ||
| CHESAPEAKE ENERGY CORP 6600 SHARES | ||
| EQUIFAX 6000 SHARES | ||
| GOODRICH CORP 2400 SHARES | ||
| HEWLETT PACKARD 2100 SHARES | ||
| HSBC HOLDINGS 1841 SHARES | ||
| ITT CORPORATION 3300 SHARES | ||
| KRAFT FOODS 3200 SHARES | ||
| LIBERTY MEDIA INTERACTIVE A 6800 SHA | ||
| LIFE TECHNOLOGIES 4100 SHARES | ||
| LOEWS 2700 SHARES | ||
| NALCO HOLDING CO. 4000 SHARES | ||
| PARKER-HANNIFIN 1100 SHARES | ||
| PIONEER NATIONAL 2000 SHARES | ||
| 3M CO. 1000 SHARES | ||
| TYCO ELECTRONICS 5500 SHARES | ||
| TYCO INTERNATIONAL 1775 SHARES | ||
| WALMART 3400 SHARES | ||
| WHITE MOUNTAINS INSURANCE 430 SHARES | ||
| YAHOO 11900 SHARES |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (4 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| FURNITURE AND FIXTURES | 21123 | 20419 | 704 | 1000 |
| BUILDINGS | 152455 | 42478 | 109977 | 153000 |
| IMPROVEMENTS | 18912 | 17754 | 1158 | |
| LAND | 87750 | 87750 | 155000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $9,323 | Amount |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FINE ART | Description |
| BOY Book Value | 12933 | BOYBookValue |
| EOY Book Value | 39866 | EOYBookValue |
| EOYFMV | 39866 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (17 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| HEALTH AND DENTAL INSURANCE | 13210 | 13210 |
| PAYROLL TAXES | 9482 | 9482 |
| INVESTMENT INTEREST EXPENSE | 8143 | 8143 |
| TELEPHONE | 3534 | 3534 |
| UTILITIES | 2021 | 2021 |
| LOT ASSESSMENT | 1958 | 1958 |
| DUES AND SUBSCRIPTIONS | 1444 | 1444 |
| INTERNET/DATABASE | 1374 | 1374 |
| OFFICE EXPENSE AND EQUIPMENT | 1371 | 1371 |
| MAINTENANCE EXPENSES | 830 | 830 |
| WORKERS COMP | 611 | 611 |
| POSTAGE | 345 | 345 |
| JANITORIAL | 320 | 320 |
| MEETING EXPENSES | 71 | 71 |
| 501(C)(3) ORGANIZATIONAL SUPP | 47 | 47 |
| ACC FILING FEE | 10 | 10 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PAYROLL LIABILITIES | Description |
| BOY Book Value | 4309 | BOYBookValue |
| EOY Book Value | 4456 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | Category |
| Amount | $47,343 | Amount |
| Net Investment Income | 47343 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LICENSES AND FEES | Category |
| Amount | $16 | Amount |
| Disbursements Charitable Prps | 16 | DisbursementsCharitablePrps |