Marie Eccles Caine Charitable Fdn in Phoenix, Arizona (AZ)

Organization representatives - add corrected or new information about Marie Eccles Caine Charitable Fdn »

Non-representatives - add comments about Marie Eccles Caine Charitable Fdn»

Marie Eccles Caine Charitable Fdn
Employer Identification Number (EIN)942764258
Name of OrganizationMarie Eccles Caine Charitable Fdn
In Care of NameWells Fargo Bank Na Trust Tax Dep
AddressPO BOX 53456, Phoenix, AZ 85072-3456
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date09/1981
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period05/2014
Assets$5,000,000 to $9,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$9,260,811
Amount of Income$2,132,337
Form 990 Revenue Amount$237,039


Non-representatives - add comments:


CAPTCHA

Your IP address 34.227.112.145 will be logged.

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

Analysis of Revenue and Expenses (for 2014)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$749,066$749,066$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$278,565
Gross rents$0
Gross sales price for all assets$1,853,772
Gross profit from sales of goods$0
Other income$0
Other$470,501
Total expenses and disbursements$624,240$69,451$0$544,493
Compensation of officers, directors, trustees, etc.$61,773
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$0
Interest$0
Depreciation$6,791
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$95,190$69,451$15,443
Contributions, gifts, grants paid$529,050
Excess of revenue over expenses and disbursements$124,826
Net investment income$679,615
Adjusted net income$0
Balance Sheets
201220132014
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$9,318,210$10,342,681$9,137,160$11,865,546$9,260,811$13,131,474
Cash - non-interest-bearing$0$0$0
Investments-U.S. and state government obligations$315,731$0$0
Investments-corporate stock$7,267,166$0$0
Investments-corporate bonds$1,046,263$0$0
Investments-mortgage loans$0$0$0
Investments-other$0$8,833,313$8,638,604
Other assets$0$0
Total liabilities$0$0$0
Total liabilities and net assets/fund balances$9,318,210$9,137,160$9,260,811
Capital Gains and Losses for Tax on Investment Income
201220132014
Capital gain net income$2,354$169,063$470,501
Net capital loss$0$0$0
Excise Tax Based on Investment Income
201220132014
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$3,314$6,805$13,592
Total credits and payments$6,729$3,314$6,805
Current year estimated tax payments and previous year's overpayment credited to current year$6,729$3,314$6,805
Exempt foreign organizations-tax withheld at source$0$0$0
Tax paid with application for extension of time to file (Form 8868)$0$0$0
Backup withholding erroneously withheld$0$0$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$3,491$6,787
Overpayment$0$0
Amount to be credited to next year's estimated tax$3,314$0$0
Statements Regarding Activities
201220132014
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?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?NoNo
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201220132014
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?YesYesYes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
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)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
201220132014
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$10,577,199$11,237,042$12,526,068
Net value of noncharitable-use assets$11,068,486$12,338,177
Minimum investment return$520,927$553,424$616,909
Distributable Amount
201220132014
Distributable amount$517,613$546,619$603,317
Undistributed Income
201220132014
Distributable amount for this year$517,613$546,619$603,317
Undistributed income for this year. This amount must be distributed in the next year$507,648$532,926$591,750
Private Operating Foundations (for 2011 - 2014)
2014201320122011Total
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
Supplementary Information (for 2014)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2014)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$278,565$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Marie Eccles Caine Charitable Fdn to others? (optional)
  
Add photo of Marie Eccles Caine Charitable Fdn (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Other organizations in Arizona
IdNameAddressStateEstablishedTotal Income
1Maricopa County Sheriffs Medical Rescue PossePo Box 2155, Scottsdale, AZ 85252AZ2008-08$0
2Maricopa County Sheriffs Office Jeep Posse Incorporated1124 E Vogel Ave, Phoenix, AZ 85020-2621AZ1996-05$8,232
3Maricopa County Sheriffs Office Memorial Fund3325 W Durango St, Phoenix, AZ 85009-6214AZ2005-05$198,428
4Maricopa County Sheriffs Office Tactical Vehicle Posse5014 North 87th Place, Scottsdale, AZ 85250AZ2009-06$0
5Maricopa Health Foundation, Maricopa H S Research Foundation2910 E Camelback Rd Ste 180, Phoenix, AZ 85016-4439AZ1995-04$2,181,350
6Maricopa Live Steamers Railroad Heritage Preservation Society17017 N 12th St Apt 1045, Phoenix, AZ 85022-2089AZ2001-04$83,003
7Maricopa Medical Foundation2601 E Roosevelt St Adm Bldg Ll, Phoenix, AZ 85008AZ1967-07$34,753
8Maricopa Pediatric Foundation2601 E Roosevelt St, Phoenix, AZ 85008-4973AZ1997-02$17,413
9Maricopa Valley Tabernacle3108 W Clarendon Ave, Phoenix, AZ 85017-4512AZ1992-02$54,234
10Maricopa Youth Football Inc20928 N John Wayne Parkway 302, Maricopa, AZ 85139AZ2008-03$26,185
11Marie Eccles Caine Charitable FdnPO BOX 53456, Phoenix, AZ 85072-3456AZ1981-09$2,132,337
12Marilyn B Gula Mountains Of Hope Foundation2600 N Central Avenue, Phoenix, AZ 85004-3050AZ2008-07$39,352
13Marilyn Burns Dancers Inc7420 W Cactus Rd B-5, Peoria, AZ 85381-9533AZ2000-10$66,315
14Marin Educational Foundation5050 N 40th Street Suite 215, Phoenix, AZ 85018AZ2007-12$0
15Marine Corps League Charities Corporation917 W Meade Ln, Flagstaff, AZ 86001-1212AZ2000-06$150,423
16Marine Corps League, 274 Military Order Of Devil Dogs AzPO BOX 284, Flagstaff, AZ 86002-0284AZ1946-07$0
17Marine Corps League, 912 San Francisco Peaks DetachmentPO BOX 284, Flagstaff, AZ 86002-0284AZ1946-07$8,999
18Marine Corps League, Copper State Detachment 906Po Box 1775, Prescott, AZ 86302-1775AZ1946-07$0
19Marine Corps League Of Lake Havasu, Not In Gen 0955PO BOX 311, Lk Havasu Cty, AZ 86405-0311AZ1946-07$83,430
20Marion Foundation Inc10405 N Scottsdale Rd Ste 6, Scottsdale, AZ 85253-1439AZ1994-08$5,191

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Marie Eccles Caine Charitable Fdn and has no official or unofficial affiliation with Marie Eccles Caine Charitable Fdn