Bruce And Charlotte Mcarthur Foundation in Sedona, Arizona (AZ)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Arizona
| Bruce And Charlotte Mcarthur Foundation | |
| Employer Identification Number (EIN) | 237041854 |
| Name of Organization | Bruce And Charlotte Mcarthur Foundation |
| In Care of Name | The Northern Trust Co |
| Address | 20 Glenbar Dr, Sedona, AZ 86351-7633 |
| Activities | Gifts, grants, or loans to other organizations, Other school related activities, Loans or credit reporting |
| Subsection | Charitable Organization, Educational Organization |
| Ruling Date | 04/1970 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 08/2014 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $146,572 |
| Amount of Income | $7,463 |
| Form 990 Revenue Amount | $191 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $191 | $191 | $191 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $9 | |||
| Dividends and interest from securities | $182 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $15,690 | $0 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $9,175 | |||
| Total operating and administrative expenses | $15,690 | $0 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-15,499 | |||
| Net investment income | $191 | |||
| Adjusted net income | $191 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $147,763 | $0 |
| Cash - non-interest-bearing | $55,733 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $53,151 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $12,400 | |
| Other | $26,479 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $147,763 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $4 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $4 |
| Overpayment | $0 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $110,000 |
| Net value of noncharitable-use assets | $110,000 |
| Minimum investment return | $5,500 |
| Distributable Amount (for 2011) | |
| Distributable amount | $5,496 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $5,496 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $5,496 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Arizona | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Bridgebuilders International Leadership Network | PO BOX 31415, Phoenix, AZ 85046-1415 | AZ | 1987-07 | $366,299 |
| 2 | Bridges Across Borders Inc | 5090 S Renewal Lane, Tucson, AZ 85747 | AZ | 2003-12 | $0 |
| 3 | Bridging Az Furniture Bank | 25 N Extension Rd, Mesa, AZ 85201-7103 | AZ | 2005-02 | $387,140 |
| 4 | Broadway House Corporation | 2330 W Mission Ln Ste 10, Phoenix, AZ 85021-2816 | AZ | 1974-01 | $927,588 |
| 5 | Brockway Charitable Trust | 8300 E Dixileta Dr Unit 263, Scottsdale, AZ 85266-2277 | AZ | 1999-11 | $14 |
| 6 | Brodsky Reinsurance Company Ltd | 2700 N 3rd St Ste 3050, Phoenix, AZ 85004-4620 | AZ | 2001-02 | $84,120 |
| 7 | Brotherhood Of Locomotive Engineers And Trainmen, 383 Blet | 2031 E Mullholland Dr, Fort Mohave, AZ 86426-6632 | AZ | 1940-08 | $0 |
| 8 | Brotherhood Of Railroad Signalmen, 126 Union Pacific Local | 1628 E Chaparral Dr, Casa Grande, AZ 85122-5822 | AZ | 1941-04 | $83,310 |
| 9 | Brothers Of The Third Wheel | PO BOX 2550, Cortaro, AZ 85652-2550 | AZ | 2004-08 | $115,173 |
| 10 | Brown Canal Of The Gila Valley Irrigation District | 2586 W Hwy 70, Thatcher, AZ 85552 | AZ | 1987-06 | $35,606 |
| 11 | Bruce And Charlotte Mcarthur Foundation | 20 Glenbar Dr, Sedona, AZ 86351-7633 | AZ | 1970-04 | $7,463 |
| 12 | Bruce C Megginson Education Scholarship Fund | P O Box 206, Williams, AZ 86046 | AZ | 2006-08 | $0 |
| 13 | Diane And Bruce Halle Foundation | 20225 N Scottsdale Rd, Scottsdale, AZ 85255-6456 | AZ | 2002-06 | $8,735,325 |
| 14 | Bruce V Hurst Foundation | 1080 N Riata St, Gilbert, AZ 85234-3466 | AZ | 1994-09 | $3,502 |
| 15 | Bruner Foundation | 4455 East Camelback Rd Ste C-140, Phoenix, AZ 85018-2821 | AZ | 2009-02 | $28,500 |
| 16 | Bryan And Yvette Beaulieu Private Foundation | 2016 N Central Ave 1, Phoenix, AZ 85004-1544 | AZ | 2002-07 | $24,625 |
| 17 | Bs Reinsurance Company Ltd | 2700 N 3rd St, Phoenix, AZ 85004-1129 | AZ | 2005-06 | $194,029 |
| 18 | Buckeye Development Co Inc | 426 N 44th St, Phoenix, AZ 85008-6508 | AZ | 2002-01 | $32,000 |
| 19 | Buckeye Elementary School District Ptso | Po Box 910, Buckeye, AZ 85326 | AZ | 2005-03 | $0 |
| 20 | Buckeye Outreach For Social Services | 501 E Mahoney Ave, Buckeye, AZ 85326 | AZ | 2005-12 | $95,000 |
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