Daniel Jackson Mckenzie Scholarship Foundation 02-0001-00 in Phoenix, 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
| Daniel Jackson Mckenzie Scholarship Foundation 02-0001-00 | |
| Employer Identification Number (EIN) | 756063653 |
| Name of Organization | Daniel Jackson Mckenzie Scholarship Foundation 02-0001-00 |
| In Care of Name | Wells Fargo Bank Na |
| Address | PO BOX 53456, Phoenix, AZ 85072-3456 |
| Subsection | Charitable Organization |
| Ruling Date | 09/2000 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $228,768 |
| Amount of Income | $110,036 |
| Form 990 Revenue Amount | $12,872 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2010: $110,036 (it was $12,872 in 2011)
| This organization: | $110,036 |
| Other organizations performing similar types of work: | $103,138 |
Assets in 2010: $228,768 (it was $225,905 in 2011)
| Daniel Jackson Mckenzie Scholarship Foundation 02-0001-00: | $228,768 |
| Other organizations performing similar types of work: | $338,623 |
Expenses in 2011: $15,654
| Daniel Jackson Mckenzie Scholarship Foundation 02-0001-00: | $15,654 |
| Other organizations performing similar types of work: | $46,867 |
Income to expenses ratio in 2011: 7.0
| This organization: | 7.0 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2011: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 79.6% |
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 | $12,872 | $11,491 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $5,595 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $7,277 | |||
| Total expenses and disbursements | $15,654 | $2,120 | $0 | $12,842 |
| Compensation of officers, directors, trustees, etc. | $2,649 | |||
| Total operating and administrative expenses | $4,654 | $2,120 | $1,842 | |
| Contributions, gifts, grants paid | $11,000 | |||
| Excess of revenue over expenses and disbursements | $-2,782 | |||
| Net investment income | $9,371 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $225,905 | $243,367 |
| 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 | $214,593 | |
| Other | $11,312 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $225,905 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $7,277 |
| 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 | $187 |
| Total credits and payments | $356 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $356 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Overpayment | $169 |
| Amount to be credited to 2012 estimated tax | $169 |
| 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 | $518,820 |
| Net value of noncharitable-use assets | $511,040 |
| Minimum investment return | $25,552 |
| Distributable Amount (for 2011) | |
| Distributable amount | $25,365 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $25,365 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $10,387 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Connie Hillman Family Foundation | 3430 Esunrise Dr No 200, Tucson, AZ 85718 | AZ | 2012-02 | $27,199,882 |
| 2 | T W Lewis Foundation | 850 W Elliot Rd Ste 101, Tempe, AZ 85284-1206 | AZ | 2002-05 | $17,592,714 |
| 3 | Zuckerman Family Foundation | 8600 E Rockcliff Rd, Tucson, AZ 85750-9733 | AZ | 2006-03 | $14,759,385 |
| 4 | Richard F Caris Foundation, Lisa Nothum Ttee | 2398 E Camelback Rd Ste 400, Phoenix, AZ 85016-9011 | AZ | 2012-01 | $3,334,935 |
| 5 | Weatherup Family Foundation, Weatherup Craig E Ttee | 10343 E Pinnacle Peak Rd, Scottsdale, AZ 85255-3747 | AZ | 1999-10 | $2,796,609 |
| 6 | Walk Worthy Foundation | 9290 E Thompson Peak Pkwy Unit 404, Scottsdale, AZ 85255-4514 | AZ | 2007-08 | $2,053,946 |
| 7 | William M And Ann K Grace Foundation | 7575 N 16th Street, Phoenix, AZ 85020-4625 | AZ | 2007-06 | $1,877,176 |
| 8 | Pitre Family Foundation, Hubert G Pitre Ttee | 7181 E Camelback Rd Ste Ph06, Scottsdale, AZ 85251-1279 | AZ | 2012-12 | $1,627,051 |
| 9 | Svl Foundation | 7949 E Mabel Dr, Tucson, AZ 85715-5107 | AZ | 2004-09 | $1,210,090 |
| 10 | Vesely Family Foundation | 19587 N 103rd St, Scottsdale, AZ 85255-7177 | AZ | 2000-03 | $1,195,050 |
| 11 | Svl Foundation Trust Dtd 04 06 12 | PO BOX 17917, Tucson, AZ 85731-7917 | AZ | 2012-09 | $960,287 |
| 12 | The Lester And Roberta Smith Foundation | 5656 E Grant Road, Tucson, AZ 85712-2210 | AZ | 2000-07 | $856,215 |
| 13 | Raymond And Margaret Vicker Charitable Trust | C/O 3430 E Sunrise Drive No 200, Tucson, AZ 85718 | AZ | 2012-01 | $772,997 |
| 14 | The Cowley Family Foundation | 1242 E Jackson St, Phoenix, AZ 85034-2342 | AZ | 2008-11 | $750,100 |
| 15 | Ted And Lorraine Glasrud Family Foundation Inc | 5032 E Cochise Rd, Paradise Vly, AZ 85253-1068 | AZ | 2002-09 | $731,865 |
| 16 | Vaughn L And Eleanore M Beals Charitable Foundation | 23005 N 74th St-Villa 1409, Scottsdale, AZ 85255 | AZ | 1989-11 | $718,410 |
| 17 | Signeski Family Foundation | 25654 N 89th St, Scottsdale, AZ 85255-3683 | AZ | 2003-02 | $613,781 |
| 18 | Williams-Malone Foundation Inc | 18721 E Buckskin Dr, Rio Verde, AZ 85263-7164 | AZ | 2009-09 | $576,154 |
| 19 | The Wayne And Janet Hart Family Foundation Inc | 6443 W College Dr, Phoenix, AZ 85033-1647 | AZ | 2007-10 | $530,796 |
| 20 | Bosk Foundation Inc | 401 S Decision Pne, Payson, AZ 85541-5890 | AZ | 2013-02 | $409,114 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 20,448 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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