Senior Family Foundation in Mesa, 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
| Senior Family Foundation | |
| Employer Identification Number (EIN) | 421657944 |
| Name of Organization | Senior Family Foundation |
| In Care of Name | Pronaia Capital Partners |
| Address | 3810 E Knoll St, Mesa, AZ 85215-2348 |
| Subsection | Charitable Organization |
| Ruling Date | 09/2005 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Association |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2012 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $100,389 |
| Amount of Income | $265,083 |
| Form 990 Revenue Amount | $330,120 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Operating Foundations |
Non-representatives - add comments:
Amount of income in 2012: $265,083 (it was $330,120 in 2011)
| Senior Family Foundation: | $265,083 |
| Other organizations performing similar types of work: | $45,945 |
Assets in 2012: $100,389 (it was $78,467 in 2011)
| This organization: | $100,389 |
| Other organizations performing similar types of work: | $120,180 |
Expenses in 2012: $235,211
| This organization: | $235,211 |
| Other organizations performing similar types of work: | $39,714 |
Income to expenses ratio in 2012: 1.1
| This organization: | 1.1 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 100.0%
| Senior Family Foundation: | 100.0% |
| Other organizations performing similar types of work: | 2.2% |
Revenue 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 | $265,083 | $83 | $0 | |
| Contributions, gifts, grants, etc., received | $265,000 | |||
| Interest on savings and temporary cash investments | $83 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $235,211 | $0 | $0 | $235,211 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $0 | $0 | $0 | |
| Contributions, gifts, grants paid | $235,211 | |||
| Excess of revenue over expenses and disbursements | $29,872 | |||
| Net investment income | $83 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $100,389 | $100,389 |
| 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 | $100,389 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $100,389 | |
| 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? | Yes |
| 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 | $53,778 |
| Net value of noncharitable-use assets | $52,980 |
| Minimum investment return | $2,649 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | $1 | $0 | $0 | $0 | $1 |
| Qualifying distributions made directly for active conduct of exempt activities | $235,211 | $338,475 | $116,092 | $72,347 | $762,125 |
| Value of all assets | $100,389 | $78,467 | $86,822 | $4,503 | $270,181 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $2,649 | $3,177 | $1,084 | $263 | $7,173 |
| 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 | Senior Family Foundation | 3810 E Knoll St, Mesa, AZ 85215-2348 | AZ | 2005-09 | $265,083 |
| 2 | Top Vietnam Veterans | 8000 S Kolb Rd Ste 43, Tucson, AZ 85756-9275 | AZ | 1999-07 | $97,238 |
| 3 | Johnnie And Shirley Johnson Family Foundation | 2705 E Rim Club Dr, Payson, AZ 85541-6090 | AZ | 2014-08 | $64,114 |
| 4 | Fuller Family Foundation | 4715 N 32nd Street, Phoenix, AZ 85018-3300 | AZ | 2003-06 | $35,679 |
| 5 | A Mothers Wish Foundation | PO BOX 2573, Camp Verde, AZ 86322-2573 | AZ | 2002-12 | $34,566 |
| 6 | Nancy Rogers Foundation, Rogers Nancy Ttee | 19758 E Sonoqui Blvd, Queen Creek, AZ 85142-6312 | AZ | 2003-01 | $30,000 |
| 7 | Acuff Family Foundation | 12196 E Sand Hills Rd, Scottsdale, AZ 85255-3103 | AZ | 2007-06 | $9,171 |
| 8 | Rav Izi Azi Foundation | 5995 E Grant Rd Ste 200, Tucson, AZ 85712-2355 | AZ | 2011-04 | $3,024 |
| 9 | The Larry D Large Foundation | PO BOX 1410, Maricopa, AZ 85139-1360 | AZ | 2002-07 | $1,960 |
| 10 | Weaving Through The Maze Foundation Inc, Wttmf Inc | 3328 E Inglewood Cir, Mesa, AZ 85213-3260 | AZ | 2009-10 | $1,645 |
| 11 | Foundation For Indigenous Arts | 3921 E Coronado Dr, Tucson, AZ 85718-1511 | AZ | 1999-03 | $1,501 |
| 12 | Barrera Foundation | 13857 N Silvercreek Pl, Oro Valley, AZ 85755-5873 | AZ | 2008-02 | $1 |
| 13 | Hp Anderson Sr Private Security Museum Ltd | 2555 W Morningside Dr, Phoenix, AZ 85023-2136 | AZ | 2006-09 | $1 |
| 14 | Supporting Good Deeds Inc | 45 Birch Blvd, Sedona, AZ 86336-5607 | AZ | 2014-07 | $1 |
| 15 | Arizona Policy Institute Incorporated | 6303 E Tanque Verde Rd Ste 210, Tucson, AZ 85715-3859 | AZ | 2009-07 | $0 |
| 16 | Banning Motorsports Foundation Inc | PO BOX 459, Laveen, AZ 85339-0459 | AZ | 2014-07 | $0 |
| 17 | Dreamscape Foundation Inc | 5411 W Tonto Rd, Glendale, AZ 85308-5028 | AZ | 2010-04 | $0 |
| 18 | Eagles Nest Group Homes Of Az Inc | 4950 E Greasewood St, Apache Junction, AZ 85119 | AZ | 2014-06 | $0 |
| 19 | Foundation For Living Values | 22318 N Arrellaga Dr, Sun City, AZ 85375-2668 | AZ | 2003-03 | $0 |
| 20 | Pima Partnership Foundation | 924 N Alvernon Way, Tucson, AZ 85711-1066 | AZ | 2014-09 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 1,344 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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