Liabilities / Assets
14th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
14th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
35th percentile
Faster asset growth than 35% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
Down$10,335,190
Down $111,679 (-1.1%) from 2010
Net Assets
Down$10,335,190
Down $111,679 (-1.1%) from 2010
Liabilities
Flat$0
Flat from 2010
Revenue
-
No earlier filing loaded for comparison.
Expenses
Up$183,403
Up $183,103 (+61034%) from 2010
Net Income
-
No earlier filing loaded for comparison.
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MARY CAROL GREGORY | Trustee And Founder | - | $0 | - | - |
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | Have a Great Spay | Charitable | - | Phoenix, AZ, US | $22,000 |
| Paid Grant | Packages from Home | Charitable | - | Phoenix, AZ, US | $15,000 |
| Paid Grant | Texas A&M University | Educational | - | College Station, TX, US | $10,253 |
| Paid Grant | Jan Jumet Foundation | Charitable | - | Darlington, PA, US | $10,252 |
| Paid Grant | Arizona Animal Welfare League & SPCA | Charitable | - | Phoenix, AZ, US | $9,000 |
| Paid Grant | Assistance League of San Antonio | Charitable | - | San Antonio, TX, US | $5,000 |
| Paid Grant | Beaver County Humane Society | Charitable | - | Monaca, PA, US | $5,000 |
| Paid Grant | Humane Society of Central Arizona | Charitable | - | Payson, AZ, US | $5,000 |
| Paid Grant | Lucky Paws Shelter | Charitable | - | Scottsdale, AZ, US | $3,000 |
| Paid Grant | Cancer Research Institute | Charitable | - | New York, NY, US | $500 |
| Paid Grant | Bet Elazraki Children's Home | Charitable | - | New York, NY, US | $200 |
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 0 | 3566780 |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 0 | BANK OF AMERICA ACCT #9648 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 0 | 3341194 |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 0 | AT COST |
| IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount | 0 | 67367 |
| IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount | 0 | -14726 |
| IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode | 0 | 18 |
| IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount | 0 | 19056 |
| IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount | 0 | 27 |
| IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode | 0 | 01 |
| IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount | 0 | 71724 |
| IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA | 0 | 71724 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps | 0 | 85205 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss | 0 | 85205 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm | 0 | 67367 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss | 0 | 67367 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses | 0 | -111679 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice | 0 | 275507 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm | 0 | 19056 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss | 0 | 19056 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss | 0 | -14726 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome | 0 | 77659 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm | 0 | 7860 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss | 0 | 7860 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss | 0 | 27 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm | 0 | 904 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss | 0 | 90338 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps | 0 | 85205 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm | 0 | 8764 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss | 0 | 183403 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome | 0 | 86423 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses | 0 | 71724 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm | 0 | 8764 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss | 0 | 98198 |
| IRS990PF/BalanceSheets/AccountsReceivable | 0 | 2663 |
| IRS990PF/BalanceSheets/AccountsReceivableBOY | 0 | 0 |
| IRS990PF/BalanceSheets/AccountsReceivableEOY | 0 | 2663 |
| IRS990PF/BalanceSheets/AccountsReceivableEOYFMV | 0 | 2663 |
| IRS990PF/BalanceSheets/InvestmentsOtherBOY | 0 | 0 |
| IRS990PF/BalanceSheets/InvestmentsOtherEOY | 0 | 3566780 |
| IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV | 0 | 3341194 |
| IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS117 | 0 | X |
| IRS990PF/BalanceSheets/OtherAssetsBOY | 0 | 6013700 |
| IRS990PF/BalanceSheets/OtherAssetsEOY | 0 | 6013700 |
| IRS990PF/BalanceSheets/OtherAssetsEOYFMV | 0 | 6648859 |
| IRS990PF/BalanceSheets/PrepaidExpensesBOY | 0 | 0 |
| IRS990PF/BalanceSheets/PrepaidExpensesEOY | 0 | 4238 |
| IRS990PF/BalanceSheets/PrepaidExpensesEOYFMV | 0 | 4238 |
| IRS990PF/BalanceSheets/RetainedEarningsBOY | 0 | 10446869 |
| IRS990PF/BalanceSheets/RetainedEarningsEOY | 0 | 10335190 |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY | 0 | 4433169 |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY | 0 | 747809 |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV | 0 | 747809 |
| IRS990PF/BalanceSheets/TotalAssetsBOY | 0 | 10446869 |
| IRS990PF/BalanceSheets/TotalAssetsEOY | 0 | 10335190 |
| IRS990PF/BalanceSheets/TotalAssetsEOYFMV | 0 | 10744763 |
| IRS990PF/BalanceSheets/TotalLiabilitiesEOY | 0 | 0 |
| IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY | 0 | 10446869 |
| IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY | 0 | 10335190 |
| IRS990PF/BalanceSheets/TotalNetAssetsBOY | 0 | 10446869 |
| IRS990PF/BalanceSheets/TotalNetAssetsEOY | 0 | 10335190 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome | 0 | -14726 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 0 | 290233 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 0 | BANK OF AMERICA ACCT #9648 - SEE ATTACHED STMT |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 1 | CAPITAL GAIN DIVIDENDS |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 0 | -27337 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 1 | 12611 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 0 | -27337 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 0 | 262896 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired | 0 | P |
| IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses | 0 | -111679 |
| IRS990PF/ChangesInNetAssetsFundBalances/Subtotal | 0 | 10335190 |
| IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY | 0 | 10446869 |
| IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY | 0 | 10335190 |
| IRS990PF/DistributableAmount/DistributableAmountAsAdjusted | 0 | 537142 |
| IRS990PF/DistributableAmount/DistributableAmountBeforeAdj | 0 | 537142 |
| IRS990PF/DistributableAmount/DistributableAmountBeforeDed | 0 | 537142 |
| IRS990PF/DistributableAmount/MinimumInvestmentReturn | 0 | 537919 |
| IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome | 0 | 777 |
| IRS990PF/DistributableAmount/TotalTax | 0 | 777 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear | 0 | 4223 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e | 0 | X |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment | 0 | 5000 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax | 0 | 777 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment | 0 | 4223 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal | 0 | 777 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome | 0 | 777 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments | 0 | 5000 |
| IRS990PF/ExemptPF | 0 | X |
| IRS990PF/FMVAssetsEOY | 0 | 10744763 |
| IRS990PF/MethodOfAccountingCash | 0 | X |
| IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets | 0 | 10922216 |
| IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances | 0 | 1794203 |
| IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities | 0 | 2528012 |
| IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable | 0 | 163833 |
| IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets | 0 | 6600001 |
| IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn | 0 | 537919 |
| IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets | 0 | 10758383 |
| IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets | 0 | 10922216 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 0 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 0 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 0 | MARY CAROL GREGORY |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 0 | TRUSTEE AND FOUNDER |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 0 | 6927 E CABALLO DRIVE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 0 | PARADISE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 0 | AZ |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 0 | 85253 |
| IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct | 0 | 777 |
| IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets | 0 | 0 |
| IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio | 0 | 0.0 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1 | 0 | 0.0 |
| IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax | 0 | false |
| IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets | 0 | 10758383 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1 | 0 | 791551 |
| IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome | 0 | 777 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions | 0 | 85205 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1 | 0 | 0 |
| IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio | 0 | 0.0 |
| IRS990PF/QualifyingDistributions/AdjQualifyingDistributions | 0 | 84428 |
| IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets | 0 | 0 |
| IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest | 0 | 0 |
| IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest | 0 | 0 |
| IRS990PF/QualifyingDistributions/ExpensesAndContributions | 0 | 85205 |
| IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm | 0 | 777 |
| IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal | 0 | 0 |
| IRS990PF/QualifyingDistributions/QualifyingDistributions | 0 | 85205 |
| IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported | 0 | false |
| IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract | 0 | false |
| IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets | 0 | true |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine1 | 0 | SOUTHERN WEALTH MANAGEMENT LLP |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber | 0 | 2104027200 |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1 | 0 | 1826 N LOOP 1604 W |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City | 0 | SAN ANTONIO |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State | 0 | TX |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode | 0 | 78248 |
| IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws | 0 | false |
| IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr | 0 | true |
| IRS990PF/StatementsRegardingActivities/ForeignBank | 0 | false |
| IRS990PF/StatementsRegardingActivities/Form1120POLFiled | 0 | false |
| IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG | 0 | true |
| IRS990PF/StatementsRegardingActivities/InterestInControlledEntity | 0 | false |
| IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities | 0 | false |
| IRS990PF/StatementsRegardingActivities/MoreThan100Spent | 0 | false |
| IRS990PF/StatementsRegardingActivities/NewSubstantialContributors | 0 | true |
| IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation | 0 | false |
| IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e | 0 | true |
| IRS990PF/StatementsRegardingActivities/StatesFiledWith | 0 | AZ |
| IRS990PF/StatementsRegardingActivities/TerminationEtc | 0 | false |
| IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000 | 0 | false |
| IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/BusinessHoldings | 0 | false |
| IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals | 0 | false |
| IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations | 0 | false |
| IRS990PF/StatementsRegardingActy4720/InfluenceElection | 0 | false |
| IRS990PF/StatementsRegardingActy4720/InfluenceLegislation | 0 | false |
| IRS990PF/StatementsRegardingActy4720/JeopardyInvestments | 0 | false |
| IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose | 0 | false |
| IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical | 0 | false |
| IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract | 0 | false |
| IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn | 0 | false |
| IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract | 0 | false |
| IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied | 0 | false |
| IRS990PF/SupplementaryInformation/ContributingManager | 0 | MARY CAROL GREGORY |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 0 | 9000 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 1 | 5000 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 2 | 5000 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 3 | 200 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 4 | 500 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 5 | 22000 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 6 | 5000 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 7 | 10252 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 8 | 3000 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 9 | 15000 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 10 | 10253 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution | 0 | Charitable |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution | 1 | Charitable |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution | 2 | Charitable |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution | 3 | Charitable |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution | 4 | Charitable |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution | 5 | Charitable |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution | 6 | Charitable |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution | 7 | Charitable |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution | 8 | Charitable |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution | 9 | Charitable |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution | 10 | Educational |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1 | 0 | Arizona Animal Welfare League & SPCA |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1 | 1 | Assistance League of San Antonio |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1 | 2 | Beaver County Humane Society |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1 | 3 | Bet Elazraki Children's Home |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1 | 4 | Cancer Research Institute |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1 | 5 | Have a Great Spay |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1 | 6 | Humane Society of Central Arizona |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1 | 7 | Jan Jumet Foundation |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1 | 8 | Lucky Paws Shelter |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1 | 9 | Packages from Home |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1 | 10 | Texas A&M University |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1 | 0 | 30 N 40th Place |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1 | 1 | PO Box 13130 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1 | 2 | PO Box 63 Route 18 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1 | 3 | 7 Penn Plaza |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1 | 4 | National Headquarters One Exchange |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1 | 5 | 1615 E Bluefield Ave |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1 | 6 | PO Box 242 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1 | 7 | PO Box 144 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1 | 8 | 6423 East Thomas Road |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1 | 9 | 1201 S 7th Avenue Suite 50 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1 | 10 | 401 George Bush Drive |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City | 0 | Phoenix |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City | 1 | San Antonio |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City | 2 | Monaca |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City | 3 | New York |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City | 4 | New York |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City | 5 | Phoenix |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City | 6 | Payson |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City | 7 | Darlington |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City | 8 | Scottsdale |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City | 9 | Phoenix |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City | 10 | College Station |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State | 0 | AZ |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State | 1 | TX |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State | 2 | PA |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State | 3 | NY |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State | 4 | NY |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State | 5 | AZ |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State | 6 | AZ |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State | 7 | PA |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State | 8 | AZ |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State | 9 | AZ |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State | 10 | TX |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode | 0 | 85034 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode | 1 | 78213 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode | 2 | 15061 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode | 3 | 10001 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode | 4 | 10006 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode | 5 | 850221344 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode | 6 | 85547 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode | 7 | 16115 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode | 8 | 85251 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode | 9 | 85007 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode | 10 | 77840 |
| IRS990PF/SupplementaryInformation/OnlyContributesToPreselected | 0 | X |
| IRS990PF/SupplementaryInformation/ShareholderManager | 0 | NA |
| IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear | 0 | 85205 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO | 0 | false |
| IRS990PF/UndistributedIncome/AppliedToCurrentYear | 0 | 85205 |
| IRS990PF/UndistributedIncome/AppliedToYear1 | 0 | 0 |
| IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted | 0 | 537142 |
| IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessFromCurrentYear | 0 | 0 |
| IRS990PF/UndistributedIncome/PriorYear1 | 0 | 2009 |
| IRS990PF/UndistributedIncome/PriorYear2 | 0 | 2008 |
| IRS990PF/UndistributedIncome/PriorYear3 | 0 | 2007 |
| IRS990PF/UndistributedIncome/PriorYearUndistributedIncome | 0 | 0 |
| IRS990PF/UndistributedIncome/QualifyingDistributions | 0 | 85205 |
| IRS990PF/UndistributedIncome/RemainingDistriFromCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/TaxableAmount1 | 0 | 0 |
| IRS990PF/UndistributedIncome/TaxableAmount2 | 0 | 0 |
| IRS990PF/UndistributedIncome/TotalCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/TotalExcessDistriCarryover | 0 | 0 |
| IRS990PF/UndistributedIncome/TotalForPriorYears | 0 | 0 |
| IRS990PF/UndistributedIncome/UndistributedIncomeCY | 0 | 451937 |
| IRS990PF/UndistributedIncome/UndistributedIncomePriorYear | 0 | 0 |
| OtherAssetsSchedule/OtherAssets/BOYBookValue | 0 | 6013700 |
| OtherAssetsSchedule/OtherAssets/Description | 0 | MINERAL INTEREST |
| OtherAssetsSchedule/OtherAssets/EOYBookValue | 0 | 6013700 |
| OtherAssetsSchedule/OtherAssets/EOYFMV | 0 | 6648859 |
| OtherExpensesSchedule/OtherExpenses/Description | 0 | BANK SERVICE CHARGES |
| OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome | 0 | 7860 |
| OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks | 0 | 7860 |
| OtherIncomeSchedule2/OtherIncome/Description | 0 | Return of Capital |
| OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks | 0 | 27 |
| TaxesSchedule/Taxes/Amount | 0 | 904 |
| TaxesSchedule/Taxes/Amount | 1 | 89434 |
| TaxesSchedule/Taxes/Category | 0 | FOREIGN TAXES |
| TaxesSchedule/Taxes/Category | 1 | FEDERAL TAXES |
| TaxesSchedule/Taxes/NetInvestmentIncome | 0 | 904 |
| ReturnHeader/BuildTS | 0 | 2016-02-24 21:20:13Z |
| ReturnHeader/Filer/EIN | 0 | 263016128 |
| ReturnHeader/Filer/InCareOfName | 0 | % SOUTHERN WEALTH MANAGEMENT L |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | MCS Charitable Foundation |
| ReturnHeader/Filer/NameControl | 0 | MCSC |
| ReturnHeader/Filer/Phone | 0 | 2104027200 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 6927 East Caballo Drive |
| ReturnHeader/Filer/USAddress/City | 0 | Paradise Valley |
| ReturnHeader/Filer/USAddress/State | 0 | AZ |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 85253 |
| ReturnHeader/Officer/AuthorizeThirdParty | 0 | true |
| ReturnHeader/Officer/DateSigned | 0 | 2012-03-30 |
| ReturnHeader/Officer/Name | 0 | Mary Carol Gregory |
| ReturnHeader/Officer/Title | 0 | Trustee |
| ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1 | 0 | Southern Wealth Management LLP |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1 | 0 | 1826 N Loop 1604 W Suite 260 |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City | 0 | San Antonio |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State | 0 | TX |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode | 0 | 78248 |
| ReturnHeader/Preparer/Name | 0 | Michael L Olson |
| ReturnHeader/Preparer/Phone | 0 | 2104027200 |
| ReturnHeader/Preparer/SelfEmployed | 0 | X |
| ReturnHeader/ReturnType | 0 | 990PF |
| ReturnHeader/TaxPeriodBeginDate | 0 | 2011-01-01 |
| ReturnHeader/TaxPeriodEndDate | 0 | 2011-12-31 |
| ReturnHeader/TaxYear | 0 | 2011 |
| ReturnHeader/Timestamp | 0 | 2012-04-17T13:48:00-04:00 |
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Displayed year
2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.