MAUREEN AND PAUL RUBELI FOUNDATIONINC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MAUREEN AND PAUL RUBELI FOUNDATIONINC (EIN 20-5935203)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-01
- IRS object ID
- 202611219349100446
- Schema version
- 2025v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-01T12:56:11-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7098 E COCHISE RD STE 100 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205935203 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAUREEN AND PAUL RUBELI FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAUR | BusinessNameControlTxt |
| Phone | 4804831170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7181 E CAMELBACK RD UNIT 1202 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85251 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL RUBELI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4804831170 | PhoneNum |
| Signature | 2026-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELSEY L PHILLIPS | PreparerPersonNm |
| PTIN | P01766074 | PTIN |
| Phone | 4804831170 | PhoneNum |
| Preparation | 2026-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,251,246 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $141,135 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $141,135 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $436,062 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,206,591 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $436,062 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $577,197 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $577,197 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $376 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $188 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $188 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,553 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,553 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,799 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,835 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,028 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,726 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,338 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $311,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $311,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $342,028 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,726 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $313,338 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $235,169 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $557,471 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $268,956 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $646,559 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $646,559 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $224,915 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $275,636 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $275,636 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,609,446 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,308,569 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,308,569 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,082,526 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $999,472 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $999,472 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $22,040 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,010 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,010 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,207,883 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,251,246 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,251,246 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,763,344 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,763,344 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$555,461 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$512,098 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,207,883 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,251,246 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,207,883 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,251,246 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,207,883 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $235,169 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,443,052 | SubtotalAmt |
| Other Decreases | $191,806 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,251,246 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $3,173,795 | $2,770,529 | $403,266 | $403,266 |
| CAPITAL GAINS DIVIDENDS | P | $32,796 | $32,796 | $32,796 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $436,062 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,749 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,749 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,749 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,749 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BAKER TILLY ADVISORY GROUP LP | IndividualWithBooksNm |
| Phone | 4804831170 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7098 E COCHISE ROAD SUITE 100 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL E RUBELI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BAKER TILLY US LLP 7098 E | AddressLine1Txt |
| Address Line2 | COCHISE RD 100 | AddressLine2Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT, SECRETARY, TREASURER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,752,990 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $323,493 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,076,483 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,076,483 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,147 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,985,336 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $299,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $299,267 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,749 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,749 | TotalTaxAmt |
| Distributable Before Adj | $291,518 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $291,518 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $291,518 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $313,338 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $313,338 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $291,518 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $170,752 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $313,338 | QualifyingDistributionsAmt |
| Applied To Year1 | $170,752 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $142,586 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $148,932 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 5 WAVES | |||||||
| 69 BOGART AVE | PORT WASHINGTON | NY | 11050 | NONE | PC | SST PROGRAMS | $7,500 |
| ACHILLES INTERNATIONAL | |||||||
| 315 W 39TH ST 205 | NEW YORK | NY | 10018 | NONE | PC | ATHLETE DISABILITIES | $5,000 |
| ALEXANDER DAWSON SCHOOL | |||||||
| 10845 W DESERT INN RD | LAS VEGAS | NV | 89135 | NONE | PC | SCHOOL PROGRAMS | $7,500 |
| ANDRE HOUSE OF HOSPITALITY | |||||||
| PO BOX 2014 | PHOENIX | AZ | 85001 | NONE | PC | HOMELESS PROGRAMS | $10,000 |
| ANDSON INC | |||||||
| 5520 STEPHANIE STREET SUITE 200 | LAS VEGAS | NV | 89122 | NONE | PC | CHILDREN'S PROGRAMS | $7,500 |
| ARCHBISHOP STEPINAC HIGH SCHOOL | |||||||
| 950 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | NONE | PC | SCHOLARSHIP PROGRAMS | $10,000 |
| BLINDCONNECT INC | |||||||
| 5165 W SUNSET ROAD | LAS VEGAS | NV | 89118 | NONE | PC | GENERAL FUNDS | $5,000 |
| BOSTON ATHLETIC ASSOCIATION | |||||||
| 699 HOYLSTAN STREET STE B0C | BOSTON | MA | 02116 | NONE | PC | CLIMATE PROGRAM | $7,500 |
| BOYS & GIRLS CLUB OF BOSTON | |||||||
| 200 HIGH STREET 3RD FLOOR | BOSTON | MA | 02110 | NONE | PC | CHILDRENS PROGRAM | $5,000 |
| BOYS & GIRLS CLUBS OF GREATER SCOTTSDALE | |||||||
| 10533 E LAKEVIEW DRIVE | SCOTTSDALE | AZ | 85258 | NONE | PC | CHILDREN'S PROGRAMS | $10,000 |
| BROPHY COLLEGE PREPARATORY | |||||||
| 4701 N CENTRAL AVE | PHOENIX | AZ | 85012 | NONE | PC | SCHOOL PROGRAM | $5,000 |
| CARE DIMENSIONS | |||||||
| 75 SYLVAN ST | DANVERS | MA | 01923 | NONE | PC | HOSPICE PROGRAM | $7,500 |
| CASA FRANCISCANA OUTREACH | |||||||
| PO BOX 15576 | SCOTTSDALE | AZ | 85267 | NONE | PC | POOR CHILDREN'S PROGRAMS | $10,000 |
| COMFORT ZONE CAMP | |||||||
| 6606 W BROAD ST 401 | RICHMOND | VA | 23230 | NONE | PC | GENERAL FUNDS | $1,000 |
| DEL VAZ PROJECT | |||||||
| 259 19TH STREET | SANTA MONICA | CA | 90402 | NONE | PC | GENERAL FUNDS | $5,000 |
| DELIVERING DREAMS OF ARIZONA | |||||||
| 9224 N 5TH STREET | PHOENIX | AZ | 85020 | NONE | PC | KIDS PROGRAM | $5,000 |
| ESPERANZA ACADEMY | |||||||
| 198 GARDEN STREET | LAWRENCE | MA | 01840 | NONE | PC | GENERAL FUND | $7,500 |
| FAIR OPPORTUNITY PORJECT | |||||||
| 821 E WASHINGTON AVE | MADISON | WI | 53703 | NONE | PC | GENERAL FUNDS | $2,000 |
| FEMINIST CENTER FOR CREATIVE WORK | |||||||
| 3053 ROSSLYN ST | LOS ANGELES | CA | 90065 | NONE | PC | SELENITE RECORDS PROJECT | $7,500 |
| FRANCISCAN RENEWAL CENTER | |||||||
| 5802 E LINCOLN DRIVE | SCOTTSDALE | AZ | 85253 | NONE | PC | CHURCH PROGRAMS | $10,000 |
| GIGI'S PLAYHOUSE | |||||||
| 1535 W WARM SPRINGS RD | HENDERSON | NV | 89014 | NONE | PC | DOWN SYNDROME PROGRAMS | $5,000 |
| GILCREASE ORCHARD FOUNDATION | |||||||
| 7800 N TENAYE WAY | LAS VEGAS | NV | 89131 | NONE | PC | PRESERVE THE GILCREASE ORCHARD | $7,500 |
| HUMANAS | |||||||
| 239 CENTRAL PARK WEST APT 12E | NEW YORK | NY | 10024 | NONE | PC | POOR CHILDREN'S SCHOLARSHIPS | $10,000 |
| JOYFUL HEART FOUNDATION | |||||||
| 320 7TH AVENUE 161 | BROOKLYN | NY | 11215 | NONE | PC | GENERAL FUNDS | $1,000 |
| JUDITH CENTER | |||||||
| 1933 S BROADWAY 1244 | LOS ANGELES | CA | 90007 | NONE | PC | GENERAL FUNDS | $7,500 |
| LOS ENCINOS SCHOOL | |||||||
| 17100 VENTURA BLVD | ENCINO | CA | 91316 | NONE | PC | NONSECTARIAN ELEMENTARY SCHOOL | $10,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | CANCER RESEARCH | $10,000 |
| MINDFUL YOUTH FOUNDATION | |||||||
| 17550 N PERIMETER DR STE 100 | SCOTTSDALE | AZ | 85255 | NONE | PC | MENTAL HEALTH PROGRAM | $5,000 |
| MISSION OF MERCY | |||||||
| 326 E CORONADO ROAD 200 | PHOENIX | AZ | 85004 | NONE | PC | HEALTH PROGRAMS | $5,000 |
| OAKWOOD SCHOOL | |||||||
| 11600 MAGNOLIA BLVD | NORTH HOLLYWOOD | CA | 91601 | NONE | PC | SCHOOL PROGRAM | $10,000 |
| PATHFINDER RANCH | |||||||
| 35510 PATHFINDER ROAD | MOUNTAIN CENTER | CA | 92561 | NONE | PC | CHILDRENS' PROGRAMS | $7,500 |
| PROJECT ANGEL FOOD | |||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | NONE | PC | MEAL PROGRAMS | $7,500 |
| SCOTTSDALE TRAINING & REHABILITATION SERVICES | |||||||
| 7507 E OSBORN ROAD | SCOTTSDALE | AZ | 85251 | NONE | PC | HANDICAP TRAINING PROGRAMS | $10,000 |
| SOJOURNER CENTER | |||||||
| PO BOX 20156 | PHOENIX | AZ | 85036 | NONE | PC | DOMESTIC ABUSE PROGRAMS | $10,000 |
| SOUTHERN NEVADA CENTER FOR INDEPENDENT LIVING | |||||||
| 2950 S RAINBOW BLVD 220 | LAS VEGAS | NV | 89146 | NONE | PC | BLIND PROGRAM | $2,500 |
| SPARK SHOP | |||||||
| 2023 W CARROLL AVE STE C-206 | CHICAGO | IL | 60612 | NONE | PC | GENERAL FUNDS | $2,000 |
| ST BRIGID PARISH | |||||||
| 2001 MASSACHUSETTS AVE | LEXINGTON | MA | 02421 | NONE | PC | CHURCH PROGRAM | $5,000 |
| ST JOSEPH THE WORKER | |||||||
| PO BOX 13503 | PHOENIX | AZ | 85002 | NONE | PC | HOMELESS JOBS PROGRAMS | $10,000 |
| ST MARY'S FOOD BANK ALLIANCE | |||||||
| 2831 N 31ST AVENUE | PHOENIX | AZ | 85009 | NONE | PC | FOOD ASSISTANCE PROGRAMS | $10,000 |
| THE ARCHDIOCESE OF BOSTON | |||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | NONE | PC | GENERAL FUNDS | $2,500 |
| THE CHILDREN'S ROOM | |||||||
| 1210 MASSACHUSETTS AVE | ARLINGTON | MA | 02476 | NONE | PC | HOPE AND HEALING TO CHILDREN | $15,000 |
| VISIONARY WOMEN | |||||||
| 9663 SANTA MONICA BLVD | BEVERLY HILLS | CA | 90210 | NONE | PC | GENERAL FUNDS | $5,000 |
| WEST FORK VOLUNTEER FIRE DPT | |||||||
| PO BOX 541 | DOLORES | CO | 81323 | NONE | PC | FIRE PROTECTION SERVICE | $2,500 |
| WILDFLOWER INC | |||||||
| 271 LINCOLN ST STE 12 | LEXINGTON | MA | 02421 | NONE | PC | CAMP FOR BEREAVED CHILDREN | $7,500 |
| YOUTH OF THE NATION FOUNDATION | |||||||
| 668 SAN JOSE COURT | CHULA VISTA | CA | 91914 | NONE | PC | GENERAL FUNDS | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $311,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $141,135 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $436,062 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $577,197 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $577,197 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BAKER TILLY US LLP | CategoryTxt |
| Amt | $4,300 | Amt |
| Net Investment Income | $2,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,150 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME - CORPORATE | BondNm |
| EOY Book Value | $999,472 | EOYBookValueAmt |
| EOYFMV | $999,472 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $4,308,569 | EOYBookValueAmt |
| EOYFMV | $4,308,569 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $200,523 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $200,523 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $75,113 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $75,113 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $21,010 | BookValueAmt |
| EOYFMV | $21,010 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $376 | LegalFeesAmt |
| Net Investment Income | $188 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $188 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VALUE TO FAIR MARKET VALUE ADJUSTMENT | Desc |
| Amt | $191,806 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $15,553 | Amt |
| Net Investment Income | $15,553 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,835 | $1,835 | $0 |
| FEDERAL EXCISE TAX PAYMENTS | $8,964 | $0 | $0 |