Civic Intelligence

James Arthur Rae Charitable Trust

EIN 86-0937247 • Scottsdale, AZ

10105 E Via Linda 103-142Scottsdale, AZ 85258
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

37th percentile

0.03x

Higher debt load relative to revenue than 37% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Net Margin

17th percentile

-17%

Higher net margin than 17% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$95,653

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

31st percentile

-0.9%

Faster asset growth than 31% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-23%

Faster revenue growth than 13% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$9,844,238

Down $94,188 (-0.9%) from 2023

Liabilities

Down

$16,614

Down $4,454 (-21%) from 2023

Net Assets

Down

$9,827,624

Down $89,734 (-0.9%) from 2023

Revenue

Down

$600,629

Down $183,679 (-23%) from 2023

Expenses

Up

$702,169

Up $65,922 (+10%) from 2023

Net Income

Down

-$101,540

Down $249,601 (-169%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $6,848,698Liabilities 2011: $312,0732011Assets 2012: $6,884,723Liabilities 2012: $287,6942012Assets 2013: $7,424,320Liabilities 2013: $317,0702013Assets 2014: $7,402,529Liabilities 2014: $357,3502014Assets 2015: $7,082,031Liabilities 2015: $332,978Net Assets 2015: $6,749,0532015Assets 2016: $7,091,082Liabilities 2016: $369,773Net Assets 2016: $6,721,3092016Assets 2017: $7,715,894Liabilities 2017: $359,970Net Assets 2017: $7,355,9242017Assets 2018: $7,153,340Liabilities 2018: $385,199Net Assets 2018: $6,768,1412018Assets 2019: $7,789,039Liabilities 2019: $86,890Net Assets 2019: $7,702,1492019Assets 2020: $8,071,259Liabilities 2020: $65,781Net Assets 2020: $8,005,4782020Assets 2021: $6,805,365Liabilities 2021: $34,766Net Assets 2021: $6,770,5992021Assets 2022: $9,821,369Liabilities 2022: $60,542Net Assets 2022: $9,760,8272022Assets 2023: $9,938,426Liabilities 2023: $21,068Net Assets 2023: $9,917,3582023Assets 2024: $9,844,238Liabilities 2024: $16,614Net Assets 2024: $9,827,6242024

Highlighted filing

2024

Assets$9,844,238
Liabilities$16,614
Net Assets$9,827,624

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $516,312Expenses 2011: $477,943Net Income 2011: $38,3692011Revenue 2012: $664,103Expenses 2012: $461,717Net Income 2012: $202,3862012Revenue 2013: $743,952Expenses 2013: $493,477Net Income 2013: $250,4752013Revenue 2014: $549,318Expenses 2014: $531,445Net Income 2014: $17,8732014Revenue 2015: $626,560Expenses 2015: $522,653Net Income 2015: $103,9072015Revenue 2016: $733,629Expenses 2016: $697,892Net Income 2016: $35,7372016Revenue 2017: $628,436Expenses 2017: $598,794Net Income 2017: $29,6422017Revenue 2018: $594,780Expenses 2018: $612,881Net Income 2018: -$18,1012018Revenue 2019: $612,241Expenses 2019: $420,691Net Income 2019: $191,5502019Revenue 2020: $466,810Expenses 2020: $743,641Net Income 2020: -$276,8312020Revenue 2021: $1,139,466Expenses 2021: $798,572Net Income 2021: $340,8942021Revenue 2022: $3,750,881Expenses 2022: $702,462Net Income 2022: $3,048,4192022Revenue 2023: $784,308Expenses 2023: $636,247Net Income 2023: $148,0612023Revenue 2024: $600,629Expenses 2024: $702,169Net Income 2024: -$101,5402024

Highlighted filing

2024

Revenue$600,629
Expenses$702,169
Net Income-$101,540

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.84$0.02$9.83$0.60$0.70$0.10
2023Detailed filing. Detailed filing data is available for this year.$9.94$0.02$9.92$0.78$0.64$0.15
2022Detailed filing. Detailed filing data is available for this year.$9.82$0.06$9.76$3.75$0.70$3.05
2021Detailed filing. Detailed filing data is available for this year.$6.81$0.03$6.77$1.14$0.80$0.34
2020Detailed filing. Detailed filing data is available for this year.$8.07$0.07$8.01$0.47$0.74$0.28
2019Detailed filing. Detailed filing data is available for this year.$7.79$0.09$7.70$0.61$0.42$0.19
2018Detailed filing. Detailed filing data is available for this year.$7.15$0.39$6.77$0.59$0.61$0.02
2017Detailed filing. Detailed filing data is available for this year.$7.72$0.36$7.36$0.63$0.60$0.03
2016Detailed filing. Detailed filing data is available for this year.$7.09$0.37$6.72$0.73$0.70$0.04
2015Detailed filing. Detailed filing data is available for this year.$7.08$0.33$6.75$0.63$0.52$0.10
2014Summary only. Only limited summary data is available for this year.$7.40$0.36$0.55$0.53$0.02
2013Summary only. Only limited summary data is available for this year.$7.42$0.32$0.74$0.49$0.25
2012Summary only. Only limited summary data is available for this year.$6.88$0.29$0.66$0.46$0.20
2011Summary only. Only limited summary data is available for this year.$6.85$0.31$0.52$0.48$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 24, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$95,653-$95,653
Filing and Contact Details

Filer

Filer Name
James Arthur Rae Charitable Trust
EIN
86-0937247
Phone
6023153439
Address
10105 E VIA LINDA 103-142, SCOTTSDALE, AZ 85258

Signing Officer

Name
Maryland LLC
Title
Trustee
Phone
4804251111
Signed
2025-10-24
Discuss with paid preparer
Yes

Preparer

Firm
GRASS COFFEY & SCHARLAU CPA'S PC
Address
706 E BELL RD STE 129, PHOENIX, AZ 85022
Preparer
Sarah Monson
Phone
6022667505
Raw XML Appendix361 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt07200
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES EXPENSE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03600
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt08020668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt09797830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MANAGED INVESTMENT ACCOUNTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0604587
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt142187
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33376
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ANTELOPE 120, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BJM POOL VII INVESTMENTS LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BUNGALOW ON HENNES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MP061011 LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4MP122009 LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0604587
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt142187
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt33376
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0344699
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0115383
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0137460
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt039281
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0169
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PARTNERSHIP LOSS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-36363
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0463169
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0137460
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0600629
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07200
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0252843
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt047827
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt047826
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt095653
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0500000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0500000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0344699
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0344699
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-101540
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02846459
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt039281
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt039281
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0252843
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0494967
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0169
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-36194
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt08717
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt087697
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt096414
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02902
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02902
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0560144
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0142025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0702169
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0636992
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0600629
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt060144
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0142025
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0202169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62024-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0414237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1396668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2272934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3280244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt489993
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5333686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6462174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7343680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt08981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt139837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt218365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt376175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt45705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-64675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7137460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt08981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt139837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt218365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt376175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt45705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-64675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7137460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0423218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1436505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2291299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3356419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt495698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5269011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6463411
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7481140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0JP MORGAN 4008 ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1JP MORGAN 4008 LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2JP MORGAN 6002 ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3JP MORGAN 6002 LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4VISION 1592 ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5VISION 1592 LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MORGAN STANLEY 6895 ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MORGAN STANLEY 6895 LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0252843
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt034288
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-101540
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt06880
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt018686
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09834504
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09917358
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09827624
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0560436
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0560436
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0560436
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0567316
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06880
IRS990PF/DistributableAmountGrp/TotalTaxAmt06880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010000
IRS990PF/FMVAssetsEOYAmt011630615
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt014947
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt016614
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt034325
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt021597
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt021597
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07935047
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08020668
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09797830
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt09917358
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt09827624
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt011021
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt011380
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt011380
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0954228
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0850150
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0850150
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt06121
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0500785
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0510000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0500785
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0510000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt03120
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt03120
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0493805
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0436538
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0436538
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09938426
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09844238
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011630615
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt021068
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt016614
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09938426
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09844238
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09917358
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09827624
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011519113
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0519754
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09580577
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0172787
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01418782
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0567316
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011346326
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt011519113
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0MARYLAND LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt095653
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010105 E VIA LINDA 103-142
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SCOTTSDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd085258
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0560144
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0560144
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010105 E VIA LINDA 103-142
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SCOTTSDALE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085258
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARYLAND LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum06023153439
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0INTEREST MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt033 W HIGGINS RD 620
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SOUTH BARRINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0600109387
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0500000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0560144
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0560436
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0292
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt025592
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0292
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt025300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt025300
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0560144
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025300
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt025592
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt011021
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt011380
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt011380
OtherDecreasesSchedule/OtherDecreasesDetail/Amt06880
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INCOME TAX EXPENSE
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MORGAN STANLEY
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PARTNERSHIP LOSS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0169
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0169
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-36363
OtherIncreasesSchedule/OtherIncreasesDetail/Amt017286
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11400
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONTAXABLE DISTRIBUTIONS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1WASH SALES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt06121
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0INCOME TAXES PAYABLE
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt0500785
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/PersonNm0NOTE RECEIVABLE - INDIAN SCHOOL
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InsiderRelationshipTxt0UNRELATED
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00.0700
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LenderConsiderationDesc0LAND
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt02027-01
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt0523100
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt0SELLER FINANCED REAL ESTATE SALE
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt02021-12
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt0MONTHLY PMTS W/ BALLOON PM
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/SecurityProvidedBorrowerTxt0REAL PROPERTY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt078979
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt117435
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1LEGAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt08717
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt078979
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt18718
TaxesSchedule/TaxesDetail/Amt02902
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02902
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARYLAND LLC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04804251111
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES ARTHUR RAE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0860937247
ReturnHeader/Filer/PhoneNum06023153439
ReturnHeader/Filer/USAddress/AddressLine1Txt010105 E VIA LINDA 103-142
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085258
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860408361
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRASS COFFEY & SCHARLAU CPA'S PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0706 E BELL RD STE 129
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085022
ReturnHeader/PreparerPersonGrp/PhoneNum06022667505
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH MONSON
ReturnHeader/ReturnTs02025-10-28T11:05:06-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.