James & Elsie Nolan Charitable Tr 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
- Other organizations in Arizona
| James & Elsie Nolan Charitable Tr | |
| Employer Identification Number (EIN) | 926021559 |
| Name of Organization | James & Elsie Nolan Charitable Tr |
| In Care of Name | Wells Fargo Alaska Tr Co Na Mac P |
| Address | PO BOX 53456, Phoenix, AZ 85072-3456 |
| Activities | 4947(a)(2) trust |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Organization | Association |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2011 |
| 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) (990-PF required) |
| Asset Amount | $2,195,124 |
| Amount of Income | $1,404,138 |
| Form 990 Revenue Amount | $73,452 |
Non-representatives - add comments:
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 | $73,452 | $72,963 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $74,693 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $4,005 | |||
| Total expenses and disbursements | $208,611 | $26,614 | $0 | $180,797 |
| Compensation of officers, directors, trustees, etc. | $29,755 | |||
| Total operating and administrative expenses | $46,611 | $26,614 | $18,797 | |
| Contributions, gifts, grants paid | $162,000 | |||
| Excess of revenue over expenses and disbursements | $-135,159 | |||
| Net investment income | $46,349 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,195,124 | $2,170,824 |
| Cash - non-interest-bearing | $1,518 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $2,113,618 | |
| Other | $79,988 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,195,124 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-5,246 |
| 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 | $463 |
| Total credits and payments | $2,097 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $497 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $1,600 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Overpayment | $1,634 |
| Amount to be credited to 2012 estimated tax | $463 |
| 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 | $2,309,528 |
| Net value of noncharitable-use assets | $2,274,880 |
| Minimum investment return | $113,744 |
| Distributable Amount (for 2011) | |
| Distributable amount | $113,281 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $113,281 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| 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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| Other organizations in Arizona | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Judy Dorini Glassberg Foundation | 10801 E Happy Valley Rd, Scottsdale, AZ 85255-8171 | AZ | 2008-05 | $12,540 |
| 2 | Jager Family Foundation Inc | 2370 West Hwy 89a Ste 11-524, Sedona, AZ 86336-5354 | AZ | 2008-02 | $899,479 |
| 3 | Joanie & Ira Snider Family Foundation - Third Floor | 8300 E Dixileta Dr Unit 203, Scottsdale, AZ 85266-2274 | AZ | 1991-11 | $16 |
| 4 | Joseph & Ann Katz Foundation | 4714 N Placita Ventana Del Rio, Tucson, AZ 85750-6271 | AZ | 1982-07 | $244,704 |
| 5 | John & Elizabeth Parker Irrv Tr | 10104 W Coggins Dr, Sun City, AZ 85351-3490 | AZ | $847,816 | |
| 6 | Ione C Paxton Scholarship Fund 25269300 | PO BOX 53456, Phoenix, AZ 85072-3456 | AZ | $48,463 | |
| 7 | Jerome K Altshuler Charitable Foundation Inc | 2206 Santa Fe Spgs, Prescott, AZ 86305-6217 | AZ | 1997-05 | $3,110 |
| 8 | International Society Of Crime Prevention Practitioners | PO BOX 15584, Scottsdale, AZ 85267-5584 | AZ | 1982-06 | $40,463 |
| 9 | International Society For Occupatio Nal Ergonomics And Safety Inc | 2911 S Illinois Pl, Chandler, AZ 85286 | AZ | 2000-11 | $10,811 |
| 10 | James L Fitzgerald Charitable Foundation Inc | 1505 E Hidden Crest Ct, Green Valley, AZ 85622 | AZ | 2002-01 | $110,664 |
| 11 | James & Elsie Nolan Charitable Tr | PO BOX 53456, Phoenix, AZ 85072-3456 | AZ | $1,404,138 | |
| 12 | Kaitys Way | PO BOX 83494, Phoenix, AZ 85071 | AZ | 2009-03 | $59,487 |
| 13 | Kapalus Reinsurance Co Ltd | 890 W Elliot Rd Ste 102, Gilbert, AZ 85233-5127 | AZ | 2005-07 | $665,553 |
| 14 | Kappa Alpha Gamma Epsilon House Corp | 4319 N Via Bellas Catalinas, Tucson, AZ 85718-7428 | AZ | 1991-01 | $121,246 |
| 15 | Kappa Alpha Order, Gamma Epsilon Chapter | 906 N 1st Ave, Tucson, AZ 85719-4818 | AZ | 1940-08 | $80,072 |
| 16 | Kappa Delta Sorority, Beta Psi | 739 E Apache Blvd, Tempe, AZ 85281-6851 | AZ | 1970-03 | $45,271 |
| 17 | Kappa Sigma Fraternity, 101 Gamma-Rho | 1423 E 1st St, Tucson, AZ 85719-4504 | AZ | $324,987 | |
| 18 | Kare-Ing Neighbors Inc, Kare Bears | 15383 West Cheery Lynn Road, Goodyear, AZ 85395 | AZ | 1996-12 | $68,078 |
| 19 | Karin Krull Haissig Scholarship Foundation Inc | 11591 E 27th St, Yuma, AZ 85367-4970 | AZ | 1995-06 | $69 |
| 20 | Karuna Foundation | 535 Barcelona Rd, Sedona, AZ 86336 | AZ | 2005-10 | $302,824 |
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