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MCINTOSH FAMILY FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
MCINTOSH FAMILY FOUNDATION (EIN 26-2199799)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-07-27
IRS object ID
201132179349100703
Schema version
2010v3.4
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

FieldValueIRS element (for citing)
Timestamp2011-07-27T11:54:21-00:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line155 Walls DriveAddressLine1
CityFairfieldCity
StateCTState
ZIP Code06824ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN262199799EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1McIntosh Family FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMCINNameControl
Phone8008391754Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1c/o Foundation Source 501 SilversidAddressLine1
CityWilmingtonCity
StateDEState
ZIP Code198091377ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameScott McIntoshName
TitleVice PresidentTitle
Date Signed2011-07-27DateSigned
Authorize Third PartyfalseAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJeffrey D HaskellName
Phone8008391754Phone
Date Prepared2011-07-27DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY4434360FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss212InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm212InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss55669DividendsRevAndExpnss
Dividends Net Invst Incm55669DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss54596NetGainSaleAssetsRevAndExpnss
Gross Sales Price499313GrossSalesPrice
Capital Gain Net Incm Net Invst Incm54596CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses110477TotalRevenueAndExpenses
Total Net Investment Income110477TotalNetInvestmentIncome
Other Prof Fees Rev And Expnss20828OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm20828OtherProfFeesNetInvstIncm
Taxes Rev And Expnss100TaxesRevAndExpnss
Other Expenses Rev And Expnss19166OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps19166OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss40094TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm20828TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps19166TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss387833ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps387833ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss427927TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm20828TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps406999TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-317450ExcessOfRevenueOverExpenses
Net Investment Income89649NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY2448316SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY2364412SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV2364412SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY1620329InvestmentsCorpStockBOY
Investments Corp Stock EOY1386783InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV2069948InvestmentsCorpStockEOYFMV
Total Assets BOY4068645TotalAssetsBOY
Total Assets EOY3751195TotalAssetsEOY
Total Assets EOYFMV4434360TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY4068645RetainedEarningsBOY
Retained Earnings EOY3751195RetainedEarningsEOY
Total Net Assets BOY4068645TotalNetAssetsBOY
Total Net Assets EOY3751195TotalNetAssetsEOY
Total Liabilities Net Assets BOY4068645TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY3751195TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY4068645TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-317450ExcessOfRevenueOverExpenses
Subtotal3751195Subtotal
Total Net Assets Fund Balances EOY3751195TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetPublicly-traded SecuritiesDescriptionOfAsset
Gross Sales Price499313GrossSalesPrice
Cost Or Other Basis444717CostOrOtherBasis
Gain Or Loss54596GainOrLoss
Gains Minus Excess Or Losses54596GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income54596CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1345482QualifyingDistributionsYear1
Noncharitable Assets Year12999605NoncharitableAssetsYear1
Distribution Ratio Year1000.115176DistributionRatioYear1
Qualifying Distributions Year220133QualifyingDistributionsYear2
Noncharitable Assets Year2183835NoncharitableAssetsYear2
Distribution Ratio Year2000.109517DistributionRatioYear2
Total Distribution Ratio000.224693TotalDistributionRatio
Average Distribution Ratio000.112347AverageDistributionRatio
Net Noncharitable Assets4201409NetNoncharitableAssets
Adjusted Noncharitable Assets472016AdjustedNoncharitableAssets
One Percent Net Investment Income896OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One472912AdjNonchrtblAssetsAndOnePct
Qualifying Distributions406999QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax1793InvestmentIncomeExciseTax
Subtotal1793Subtotal
Tax Based On Investment Income1793TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment361EstTaxPaymentsAndOverpayment
Tax Paid With Extension1432TaxPaidWithExtension
Total Credits And Payments1793TotalCreditsAndPayments
Tax Paid Original Return1793TaxPaidOriginalReturn
Form2220 AttachedXForm2220Attached

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1co Foundation SourceBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number8008391754BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1
CityWilmingtonCity
StateDEState
ZIP Code198091377ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncometrueProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
Carolyn McIntosh
c/o Foundation Source 501 SilversidWilmingtonDE19809President / Director / Secretary001.000
Scott McIntosh
c/o Foundation Source 501 SilversidWilmingtonDE19809Vice President / Director001.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities2121603AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances2143787AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets4265390TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets4265390AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable63981CashDeemedCharitable
Net Noncharitable Assets4201409NetNoncharitableAssets
Minimum Investment Return210070MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return210070MinimumInvestmentReturn
Tax Based On Investment Income1793TaxBasedOnInvestmentIncome
Total Tax1793TotalTax
Distributable Amount Before Adj208277DistributableAmountBeforeAdj
Distributable Amount Before Ded208277DistributableAmountBeforeDed
Distributable Amount As Adjusted208277DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions406999ExpensesAndContributions
Qualifying Distributions406999QualifyingDistributions
Adj Qualifying Distributions406999AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted208277DistributableAmountAsAdjusted
Excess Distri Carryover Year212801ExcessDistriCarryoverYear2
Excess Distri Carryover Year1196180ExcessDistriCarryoverYear1
Total Excess Distri Carryover208981TotalExcessDistriCarryover
Qualifying Distributions406999QualifyingDistributions
Applied To Current Year208277AppliedToCurrentYear
Remaining Distri From Corpus198722RemainingDistriFromCorpus
Total Corpus407703TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year407703ExcessDistriCyovToNextYear
Excess From Year212801ExcessFromYear2
Excess From Year1196180ExcessFromYear1
Excess From Current Year198722ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AMER ASSOC - ADVANCEMENT OF SCIENCE
1200 NEW YORK AVE NWWASHINGTONDC20005N/A509(a)(2)General Unrestricted$1,000
CATO INSTITUTE
1000 MASSACHUSETTS AVE NWWASHINGTONDC20001N/A509(a)(1)General Unrestricted$3,000
DOCTORS WITHOUT BORDERS USA INC
333 7TH AVE FL 2NEW YORKNY10001N/A509(a)(1)Haiti Relief Effort$3,000
HABITAT FOR HUMANITY INTERNATIONAL
9133 NW GRAND AVEPEORIAAZ85345N/A509(a)(1)General Unrestricted$5,000
HOSPICE OF THE VALLEY
1510 E FLOWER STPHOENIXAZ85014N/A509(a)(1)General Unrestricted$5,000
JUNIOR ACHIEVEMENT OF ARIZONA
636 W SOUTHERN AVETEMPEAZ85282N/A509(a)(1)General Unrestricted$1,000
KIDS AT HOPE
1715 W NORTHERN AVEPHOENIXAZ85021N/A509(a)(1)General Unrestricted$12,000
NEW GLOBAL CITIZENS
4201 N 16TH STPHOENIXAZ85016N/A509(a)(1)General Unrestricted$4,000
SME FOUNDATION
8307 SHAFFER PKWYLITTLETONCO80127N/A509(a)(1)Engineering Scholarship Fund$333,333
SOCIAL VENTURE PARTNERS
1505 E MISSOURI AVE STE 200PHOENIXAZ85014N/A509(a)(1)General Unrestricted$5,500
STOP HUNGER NOW INC
2501 CLARK AVERALEIGHNC27607N/A509(a)(1)General Unrestricted$3,000
TEACH FOR AMERICA - PHOENIX
3030 N CENTRAL AVE STE 900PHOENIXAZ85012N/A509(a)(1)General Unrestricted$8,000
TEEN ADDICTION ANONYMOUS
33917 N 23RD LNPHOENIXAZ85085N/A509(a)(1)General Unrestricted$4,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year387833TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$212ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$55,669ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$54,596ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$110,477ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA110477TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (5 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
2505 shares of ISHARES DOW JONES US REAL ESTATE IYR76421140180
3295 shares of ISHARES MSCI EMERGING MARKETS INDEX FD EEM95862156974
14755 shares of ISHARES RUSSELL 1000 INDEX FD IWB6988771030784
9870 shares of ISHARES TRUST MSCI EAFE INDEX FUND EFA416728574631
1645 shares of ISHARES TRUST RUSSELL MIDCAP INDEX FUND IWR98895167379

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionAdministrative FeesDescription
Revenue And Expenses Per Books19166RevenueAndExpensesPerBooks
Disbursements Charitable Prps19166DisbursementsCharitablePrps

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategory
Amount$20,828Amount
Net Investment Income20828NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryEstimated Tax for 2010Category
Amount$100Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps