Weatherup Family Foundation, Weatherup Craig E Ttee in Scottsdale, 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
Weatherup Family Foundation, Weatherup Craig E Ttee | |
Employer Identification Number (EIN) | 066469433 |
Name of Organization | Weatherup Family Foundation |
Secondary Name | Weatherup Craig E Ttee |
In Care of Name | Craig E Weatherup |
Address | 10343 E Pinnacle Peak Rd, Scottsdale, AZ 85255-3747 |
Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
Subsection | Charitable Organization |
Ruling Date | 10/1999 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $1,000,000 to $4,999,999 |
Income | $1,000,000 to $4,999,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $4,896,214 |
Amount of Income | $2,796,609 |
Form 990 Revenue Amount | $613,821 |
National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2013: $2,796,609 (it was $2,409,541 in 2012)
Weatherup Family Foundation, Weatherup Craig E Ttee: | $2,796,609 |
Other organizations performing similar types of work: | $103,138 |
Assets in 2013: $4,896,214 (it was $5,657,977 in 2012)
Weatherup Family Foundation, Weatherup Craig E Ttee: | $4,896,214 |
Other organizations performing similar types of work: | $338,623 |
Expenses in 2012: $1,639,059
This organization: | $1,639,059 |
Other organizations performing similar types of work: | $46,867 |
Income to expenses ratio in 2012: 1.7
This organization: | 1.7 |
Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 1.1%
This organization: | 1.1% |
Other organizations performing similar types of work: | 79.6% |
Revenue for 2012
Expenses for 2012
Assets 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 | $475,184 | $470,184 | $0 | |
Contributions, gifts, grants, etc., received | $5,000 | |||
Interest on savings and temporary cash investments | $713 | |||
Dividends and interest from securities | $145,221 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $223 | |||
Other | $324,027 | |||
Total expenses and disbursements | $1,639,059 | $36,446 | $0 | $1,595,600 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $43,459 | $36,446 | $0 | |
Contributions, gifts, grants paid | $1,595,600 | |||
Excess of revenue over expenses and disbursements | $-1,163,875 | |||
Net investment income | $433,738 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $5,657,977 | $5,793,963 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $2,578,907 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $3,014,334 | |
Other | $64,736 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $5,657,977 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $324,027 |
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 | $4,337 |
Total credits and payments | $7,266 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $7,266 |
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 |
Tax due | $0 |
Overpayment | $2,929 |
Amount to be credited to 2013 estimated tax | $2,929 |
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 | $6,372,842 |
Net value of noncharitable-use assets | $6,277,240 |
Minimum investment return | $313,862 |
Distributable Amount (for 2012) | |
Distributable amount | $309,525 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $309,525 |
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 | 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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