| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Accounting Fees | 1,750 | 1,750 | 1,750 | 0 |
| Grantee's Name | Grantee's Address | Grant Date | Grant Amount | Grant Purpose | Amount Expended By Grantee | Any Diversion By Grantee? | Dates of Reports By Grantee | Date of Verification | Results of Verification |
|---|---|---|---|---|---|---|---|---|---|
|
See Stmt 127-2 and Stmt 127-3 |
|
0 | 0 |
| Identifier | Return Reference | Explanation |
|---|---|---|
| Form 990PF-General Explanation Attachment 1 | Form 990-PF, Part VIII-ASummary of Direct Charitable ActivitiesProvide aid and assistance for the needy members of the Order of the Eastern Star through financial assistance and scholarships. Support the communities in which menbers of the Order of the Eastern Star live through grants to organizations serving those communities and members. | |
| Form 990PF-General Explanation Attachment 2 | Form 990-PF, Part VI-B, Line 5dSee Part XIV for the names and addresses of grantees, amount of grant and purpose of grant. Each Grantee has expended the funds received. All funds were used for the charitable purpose for which they were given. The organization monitors use of funds through common connections with grantees | |
| Form 990PF-General Explanation Attachment 3 | Form 990-PF, Part XIV, Line 3aRecipient Paid During the YearProvide aid and assistance for the general needy members of the Order of the Eastern Star through financial assistance and scholarships. Services are available to members of the Order of the Eastern Star. The organization exercised expenditure responsibility over the recipient by obtaining regular reports regarding the uses of the funds and monitoring the activities supported with the funds. | |
| Form 990PF-General Explanation Attachment 4 | Form 990PF, Part II, Line 14(c) - Fair Market ValueIn accordance with Treas. Reg. 53.4942(a)-2(c)(4)(iv)(b), the organization determined the fair market value of its interest in real property, including improvements thereon, for the reporting period and each of the succeeding 4 taxable years. The determination was made by means of a certified, independent appraisal made in writing by a qualified person who is neither a disqualified person with respect to, nor an employee of, the organization. The fair market value of $2,263,000 is based upon this determination. | |
| Form 990PF-General Explanation Attachment 5 | Form 990-PF, Part XIV, Line 3aRecipient Paid During the YearProvide funding to support the general operations of the recipient, including assistance to the indigent population, support of research and education, and support of the childrens programs. | |
| Form 990PF-General Explanation Attachment 6 | Form 990-PF, Part XVI, Line 2bDescription of RelationshipsThe organizations board of directors is appointed by the members of the Grand Chapter of Arizona, Order of the Eastern Star and two members of the organiztions board of directors also serve in the leadership of the Grand Chapter of Arizona, Order of the Eastern Star. |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| Mutual Funds | 916,429 | 916,429 |
| Category / Item | Cost / Other Basis | Accumulated Depreciation | Book Value | End of Year Fair Market Value |
|---|---|---|---|---|
| Land - see statement 1274 | 245,145 | 0 | 245,145 | 2,263,000 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Legal Fees | 6,855 | 6,855 | 6,855 | 0 |
| Description | Beginning of Year - Book Value | End of Year - Book Value | End of Year - Fair Market Value |
|---|---|---|---|
| Land-FLA | 2,256 | 2,256 | 2,256 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Advertising | 100 | 50 | 25 | 25 |
| Auto | 0 | 0 | 0 | 0 |
| Insurance | 808 | 404 | 202 | 202 |
| Prorata share of Lease Revenue | 0 | 0 | 0 | 0 |
| Postage | 76 | 38 | 19 | 19 |
| Licenses and Fees | 0 | 0 | 0 | 0 |
| Office Supplies | 712 | 356 | 178 | 178 |
| Description | Amount |
|---|---|
| Unrealized Appreciation on Invstmts | 38,833 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Appraisal | 750 | 375 | 188 | 0 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Estimated Excise Tax Payments | 2,500 | 2,500 | 2,500 | 0 |
| Property Taxes | 131 | 131 | 131 | 0 |