Harryette And Jerry David Family Foundation Inc in Cave Creek, 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
- Organizations performing similar types of work
| Harryette And Jerry David Family Foundation Inc | |
| Employer Identification Number (EIN) | 263589425 |
| Name of Organization | Harryette And Jerry David Family Foundation Inc |
| In Care of Name | Gerald David |
| Address | PO BOX 4808, Cave Creek, AZ 85327-4808 |
| Subsection | Charitable Organization |
| Ruling Date | 02/2009 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $25,000 to $99,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $45,763 |
| Amount of Income | $100,017 |
| Form 990 Revenue Amount | $200,076 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations |
Non-representatives - add comments:
Amount of income in 2013: $100,017 (it was $100,028 in 2012)
| Harryette And Jerry David Family Foundation Inc: | $100,017 |
| Other organizations performing similar types of work: | $107,502 |
Assets in 2013: $45,763 (it was $55,499 in 2012)
| This organization: | $45,763 |
| Other organizations performing similar types of work: | $322,766 |
Expenses in 2012: $159,440
| This organization: | $159,440 |
| Other organizations performing similar types of work: | $58,249 |
Income to expenses ratio in 2012: 0.6
| This organization: | 0.6 |
| Other organizations performing similar types of work: | 2.0 |
Grants share in income in 2012: 100.0%
| Harryette And Jerry David Family Foundation Inc: | 100.0% |
| Other organizations performing similar types of work: | 98.7% |
Revenue for 2012
Expenses for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $100,028 | $28 | $28 | |
| Contributions, gifts, grants, etc., received | $100,000 | |||
| Interest on savings and temporary cash investments | $28 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $159,440 | $1,160 | $0 | $158,280 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,160 | $1,160 | $0 | |
| Contributions, gifts, grants paid | $158,280 | |||
| Excess of revenue over expenses and disbursements | $-59,412 | |||
| Net investment income | $0 | |||
| Adjusted net income | $28 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $55,499 | $55,499 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $55,499 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $55,499 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| 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 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| 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? | No |
| 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 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | 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 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $72,009 |
| Net value of noncharitable-use assets | $70,920 |
| Minimum investment return | $3,546 |
| Distributable Amount (for 2012) | |
| Distributable amount | $3,546 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $3,546 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Schlein Foundation Inc, Schlein Jeffery | 8321 E Joshua Tree Ln, Scottsdale, AZ 85250-4809 | AZ | 2002-10 | $785,093 |
| 2 | Komo Learning Center | 3151 N Hill Farm Dr, Tucson, AZ 85712-1342 | AZ | 2010-01 | $327,388 |
| 3 | Bernard G Rethore Family Foundation Inc | 6929 N Hayden Rd Ste C4-401, Scottsdale, AZ 85250-7978 | AZ | 2011-08 | $289,188 |
| 4 | Lisherness Foundation | 1918 W Grant St, Phoenix, AZ 85009-5933 | AZ | 2011-02 | $153,193 |
| 5 | Wings Like Eagles Foundation | 705 E Ajo Way, Tucson, AZ 85713-5011 | AZ | 2003-01 | $134,144 |
| 6 | 5rivers Foundation | PO BOX 4891, Scottsdale, AZ 85261-4891 | AZ | 2012-03 | $122,971 |
| 7 | Orthoarizona Foundation | 2355 E Camelback Rd Ste 325, Phoenix, AZ 85016-3441 | AZ | 2013-04 | $86,552 |
| 8 | N Y Jamal Foundation Inc | C/O 3133 E Claremont, Phoenix, AZ 85016 | AZ | 2012-02 | $40,180 |
| 9 | Wendy Bowen Memorial Foundation | 6930 E Flat Iron Ct, Gold Canyon, AZ 85118-1873 | AZ | 2001-04 | $31,650 |
| 10 | The Hollis Family Foundation Dtd 12-28-1999, Hollis Donald R & Marilyn G Ttee | 6210 E Cholla Pl, Paradise Vly, AZ 85253-3028 | AZ | 2002-03 | $13,884 |
| 11 | 2011 Ronald L Shurts Foundation | 14287 N 87th St Ste 220, Scottsdale, AZ 85260-3698 | AZ | 2012-02 | $3,600 |
| 12 | The Lampe Family Foundation | 6511 N 28th St, Phoenix, AZ 85016-8941 | AZ | 2000-07 | $1,413 |
| 13 | Halo Of Hope Foundation | 7910 E Camelback Rd Unit 203, Scottsdale, AZ 85251-8609 | AZ | 2003-04 | $1 |
| 14 | Warner Family Fndn | 4455 W Lindbergh Way, Chandler, AZ 85226-4731 | AZ | 2011-09 | $1 |
| 15 | B More Foundation | 303 E Gurley St Pmb 430, Prescott, AZ 86301-3804 | AZ | 2011-09 | $0 |
| 16 | Building Bright Future Inc | 2542 E Florence Dr, Tucson, AZ 85716 | AZ | 2010-01 | $0 |
| 17 | Church Of The Spirit Inc | PO BOX 3507, Payson, AZ 85547-3507 | AZ | 2008-12 | $0 |
| 18 | Groseta Foundation | PO BOX 1619, Cottonwood, AZ 86326-1619 | AZ | 2004-12 | $0 |
| 19 | Meritage Cares Foundation | 8800 E Raintree Dr Ste 300, Scottsdale, AZ 85260-3966 | AZ | 2014-09 | $0 |
| 20 | Ronald Phillips Charitable Foundation Inc | 2737 E Chambers St, Phoenix, AZ 85040 | AZ | 2013-12 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 3,013 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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