DDA FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DDA FAMILY FOUNDATION (EIN 86-1966596)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-03
- IRS object ID
- 202421859349100012
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-03T12:37:08-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274279115 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BD & ASSOCIATES CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1671 W HORIZON RIDGE PKWY STE 220 | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861966596 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DDA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DDAF | BusinessNameControlTxt |
| Phone | 7029383048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 SHADOW CREEK DR | AddressLine1Txt |
| City | N LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89081 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | D DIANE ANDERSON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7029383048 | PhoneNum |
| Signature | 2024-06-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | D | PersonFirstNm |
| Person Last | DIANE ANDERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN D WALKER CPA | PreparerPersonNm |
| PTIN | P02252319 | PTIN |
| Phone | 7022022255 | PhoneNum |
| Preparation | 2024-06-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,337,635 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $60,024 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $25,135 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,647 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $81,408 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $205,731 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $81,408 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $166,567 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,055 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,000 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $8,558 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,558 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $936 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $708 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $163 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $163 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,657 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,266 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,163 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,657 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,266 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,163 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $90,910 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,789 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,536 | CashBOYAmt |
| Cash EOY | $29,147 | CashEOYAmt |
| Cash EOYFMV | $29,147 | CashEOYFMVAmt |
| Other Assets BOY | $1,107,841 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,308,488 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,308,488 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,143,377 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,337,635 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,337,635 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,143,377 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,337,635 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,143,377 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,337,635 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,143,377 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,337,635 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,143,377 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $90,910 | ExcessRevenueOverExpensesAmt |
| Other Increases | $103,348 | OtherIncreasesAmt |
| Subtotal | $1,337,635 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,337,635 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (74 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| BROADCOM INC | 2023-02-13 | 2023-06-26 | $826 | $598 | $228 | $228 | |
| BROADCOM INC | 2023-02-13 | 2023-12-08 | $913 | $598 | $315 | $315 | |
| CIGNA CORP | 2023-02-13 | 2023-04-24 | $253 | $298 | -$45 | -$45 | |
| CIGNA CORP | 2023-02-13 | 2023-12-08 | $510 | $596 | -$86 | -$86 | |
| CISCO SYSTEMS INC | 2023-02-13 | 2023-12-20 | $100 | $96 | $4 | $4 | |
| CISCO SYSTEMS INC | 2023-07-18 | 2023-12-20 | $151 | $153 | -$2 | -$2 | |
| CONOCOPHILLIPS | 2023-02-13 | 2023-02-16 | $333 | $339 | -$6 | -$6 | |
| CROWN CASTLE INTERNATIONAL CORP | 2023-02-13 | 2023-06-26 | $333 | $422 | -$89 | -$89 | |
| CROWN CASTLE INTERNATIONAL CORP | 2023-02-13 | 2023-06-27 | $111 | $141 | -$30 | -$30 | |
| CUMMINS INC | 2023-02-13 | 2023-12-08 | $231 | $248 | -$17 | -$17 | |
| DEERE & CO | 2023-02-13 | 2023-04-25 | $379 | $419 | -$40 | -$40 | |
| DEERE & CO | 2023-02-13 | 2023-04-26 | $375 | $419 | -$44 | -$44 | |
| ELECTRONIC ARTS | 2023-02-13 | 2023-08-29 | $242 | $224 | $18 | $18 | |
| ELECTRONIC ARTS | 2023-02-13 | 2023-09-12 | $243 | $224 | $19 | $19 | |
| JP MORGAN CHASE & CO | 2023-02-13 | 2023-05-09 | $409 | $426 | -$17 | -$17 | |
| JOHNSON & JOHNSON | 2023-02-13 | 2023-03-01 | $304 | $325 | -$21 | -$21 | |
| KLA-TENCOR CORP | 2023-02-13 | 2023-10-10 | $472 | $403 | $69 | $69 | |
| LAM RESH CORP | 2023-02-13 | 2023-08-16 | $648 | $508 | $140 | $140 | |
| ELI LILLY & CO | 2023-02-13 | 2023-06-07 | $881 | $695 | $186 | $186 | |
| MARSH & MCLENNAN COS INC | 2023-02-13 | 2023-12-08 | $195 | $174 | $21 | $21 | |
| NEXTERA ENERGY INC | 2023-02-13 | 2023-10-10 | $201 | $301 | -$100 | -$100 | |
| NIKE INC CLASS B | 2023-02-13 | 2023-10-10 | $197 | $251 | -$54 | -$54 | |
| NORTHERN TRUST CORP | 2023-02-13 | 2023-06-07 | $152 | $197 | -$45 | -$45 | |
| NORTHERN TRUST CORP | 2023-02-13 | 2023-06-08 | $74 | $99 | -$25 | -$25 | |
| NORTHERN TRUST CORP | 2023-02-13 | 2023-06-26 | $72 | $99 | -$27 | -$27 | |
| NORTHERN TRUST CORP | 2023-02-13 | 2023-06-27 | $361 | $493 | -$132 | -$132 | |
| NORTHROP GRUMMAN CORP | 2023-02-13 | 2023-06-26 | $448 | $461 | -$13 | -$13 | |
| NOVARTIS AG SPONSORED ADR | 2022-02-14 | 2023-01-11 | $90 | $86 | $4 | $4 | |
| NOVARTIS AG SPONSORED ADR | 2022-02-14 | 2023-01-13 | $182 | $171 | $11 | $11 | |
| NOVARTIS AG SPONSORED ADR | 2022-02-14 | 2023-02-02 | $86 | $86 | $0 | $0 | |
| NOVARTIS AG SPONSORED ADR | 2022-02-14 | 2023-02-03 | $86 | $86 | $0 | $0 | |
| NOVARTIS AG SPONSORED ADR | 2022-02-14 | 2023-02-07 | $259 | $257 | $2 | $2 | |
| PHILIP MORRIS INTERNATIONAL INC | 2023-02-13 | 2023-11-08 | $363 | $414 | -$51 | -$51 | |
| ROCHE HLDG LTD SPONSORED ADR | 2022-02-14 | 2023-01-04 | $40 | $46 | -$6 | -$6 | |
| ROCHE HLDG LTD SPONSORED ADR | 2022-02-14 | 2023-01-05 | $78 | $93 | -$15 | -$15 | |
| ROCHE HLDG LTD SPONSORED ADR | 2022-02-14 | 2023-01-12 | $78 | $93 | -$15 | -$15 | |
| ROCHE HLDG LTD SPONSORED ADR | 2022-02-14 | 2023-01-13 | $118 | $139 | -$21 | -$21 | |
| TARGET CORP | 2023-02-13 | 2023-06-26 | $269 | $345 | -$76 | -$76 | |
| TARGET CORP | 2023-02-13 | 2023-06-27 | $400 | $518 | -$118 | -$118 | |
| TEXAS INSTRUMENTS | 2023-02-13 | 2023-04-25 | $510 | $531 | -$21 | -$21 | |
| US BANCORP | 2023-02-13 | 2023-03-20 | $1,313 | $1,859 | -$546 | -$546 | |
| UNITED PARCEL SERVICE INC | 2023-02-13 | 2023-08-16 | $171 | $186 | -$15 | -$15 | |
| VERIZON COMMUNICATIONS | 2023-02-13 | 2023-07-18 | $258 | $321 | -$63 | -$63 | |
| VERIZON COMMUNICATIONS | 2023-02-13 | 2023-08-29 | $380 | $441 | -$61 | -$61 | |
| WASTE MANAGEMENT INC | 2023-02-13 | 2023-06-26 | $167 | $153 | $14 | $14 | |
| WASTE MANAGEMENT INC | 2023-02-13 | 2023-12-08 | $171 | $153 | $18 | $18 | |
| XCEL ENERGY INC | 2023-02-13 | 2023-09-12 | $287 | $344 | -$57 | -$57 | |
| XCEL ENERGY INC | 2023-02-13 | 2023-09-26 | $234 | $275 | -$41 | -$41 | |
| EATON CORP PLC | 2023-02-13 | 2023-12-20 | $238 | $174 | $64 | $64 | |
| MEDTRONIC PLC | 2023-02-13 | 2023-10-24 | $217 | $252 | -$35 | -$35 | |
| MEDTRONIC PLC | 2023-07-18 | 2023-10-24 | $72 | $86 | -$14 | -$14 | |
| APPLE INC | 2012-06-14 | 2023-12-04 | $6,840 | $736 | $6,104 | $6,104 | |
| APPLE INC | 2013-03-18 | 2023-12-04 | $53,200 | $4,543 | $48,657 | $48,657 | |
| COHEN & STEERS INSTL RLTY SHS INC | 2021-08-17 | 2023-10-25 | $10,404 | $14,933 | -$4,529 | -$4,529 | |
| FACEBOOK INC | 2022-03-24 | 2023-04-28 | $239 | $220 | $19 | $19 | |
| FACEBOOK INC | 2022-02-14 | 2023-05-30 | $263 | $219 | $44 | $44 | |
| FACEBOOK INC | 2022-02-14 | 2023-06-01 | $272 | $219 | $53 | $53 | |
| FACEBOOK INC | 2022-02-14 | 2023-07-06 | $293 | $219 | $74 | $74 | |
| FACEBOOK INC | 2022-02-14 | 2023-07-13 | $314 | $219 | $95 | $95 | |
| FACEBOOK INC | 2022-02-14 | 2023-09-28 | $304 | $219 | $85 | $85 | |
| FACEBOOK INC | 2022-02-14 | 2023-10-12 | $325 | $219 | $106 | $106 | |
| MATTHEWS PACIFIC TIGER FUND | 2021-08-17 | 2023-06-05 | $4,603 | $7,775 | -$3,172 | -$3,172 | |
| MATTHEWS PACIFIC TIGER FUND | 2021-08-20 | 2023-06-05 | $3,000 | $5,000 | -$2,000 | -$2,000 | |
| MATTHEWS PACIFIC TIGER FUND | 2022-01-10 | 2023-06-05 | $1,806 | $2,482 | -$676 | -$676 | |
| MATTHEWS PACIFIC TIGER FUND | 2022-01-10 | 2023-09-05 | $13 | $18 | -$5 | -$5 | |
| NVIDIA CORP | 2022-02-14 | 2023-05-26 | $1,540 | $988 | $552 | $552 | |
| NVIDIA CORP | 2022-02-14 | 2023-06-15 | $430 | $247 | $183 | $183 | |
| NVIDIA CORP | 2022-02-14 | 2023-07-19 | $471 | $247 | $224 | $224 | |
| NVIDIA CORP | 2022-02-14 | 2023-08-24 | $477 | $247 | $230 | $230 | |
| SANDOZ GROUP AG | 2022-02-14 | 2023-11-15 | $6 | $4 | $2 | $2 | |
| VANGUARD S&P 500 ETF | 2019-11-25 | 2023-01-19 | $35,699 | $28,741 | $6,958 | $6,958 | |
| VANGUARD S&P 500 ETF | 2019-08-15 | 2023-04-06 | $50,294 | $35,051 | $15,243 | $15,243 | |
| VANGUARD S&P 500 ETF | 2019-11-25 | 2023-04-06 | $7,131 | $5,461 | $1,670 | $1,670 | |
| CAPITAL GAINS DIVIDENDS | $12,326 | $12,326 | $12,326 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $81,408 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,345 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,345 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,345 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $120 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,225 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DDA FAMILY FOUNDATION | IndividualWithBooksNm |
| Phone | 7029383048 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 SHADOW CREEK DR | AddressLine1Txt |
| City | N LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89081 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| D DIANE ANDERSON | ||||||||
| 11 SHADOW CREEK DRIVE | NORTH LAS VEGAS | NV | 89081 | TREASURER/DIRECTOR | 2.00 | $0 | $0 | $0 |
| HEATHER GAUGHAN | ||||||||
| 11 SHADOW CREEK DRIVE | NORTH LAS VEGAS | NV | 89081 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| BRANDY VALDEZ | ||||||||
| 11 SHADOW CREEK DRIVE | NORTH LAS VEGAS | NV | 89081 | SECRETARY/DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,126,105 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,702 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,146,807 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,146,807 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,202 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,129,605 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,480 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,480 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,345 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,345 | TotalTaxAmt |
| Distributable Before Adj | $55,135 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $55,135 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $55,135 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,163 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $66,163 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,135 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $982,799 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $982,799 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,163 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $55,135 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,028 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $993,827 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $993,827 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $982,799 | ExcessFromYear2Amt |
| Excess From Current Year | $11,028 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | D DIANE ANDERSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE RECOVERY FOUNDATION | ||||||
| PO BOX 25091 | LOS ANGELES | CA | 90025 | PC | GENERAL PROGRAM | $30,000 |
| ONE RECOVERY | ||||||
| PO BOX 3 | SIERRA MADRE | CA | 91025 | PC | GENERAL PROGRAM | $10,000 |
| THE MEND PROJECT | ||||||
| 350 FOREST AVE SUITE 488 | LAGUNA BEACH | CA | 92652 | PC | GENERAL PROGRAM | $5,000 |
| AUGIE'S QUEST | ||||||
| PO BOX 9886 | DENVER | CO | 80209 | PC | GENERAL PROGRAM | $10,000 |
| LIFELINE RECOVERY SERVICES FOUNDATION | ||||||
| 3822 CAMPUS DRIVE SUITE 300 | NEWPORT BEACH | CA | 92660 | PC | GENERAL PROGRAM | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $25,135 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $81,408 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $106,543 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,543 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INT & DIV FROM INVESTMENTS FOR ONGOING CHARITABLE ACTIVITIES |
| 8 | GAIN ON INVESTMENTS FOR ONGOING CHARITABLE ACTIVITIES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D DIANE ANDERSON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 SHADOW CREEK DRIVE | AddressLine1Txt |
| City | NORTH LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89081 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $60,024 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES - 316 SHS - APPLE INC. | NoncashPropertyDesc |
| Fair Market Value | $60,024 | FairMarketValueAmt |
| Received | 2023-12-01 | ReceivedDt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $1,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BANK OF AMERICA #0798 | $1,185,301 | $1,227,855 | $1,227,855 |
| BANK OF AMERICA #0798 - UNREALIZED (GAIN)/LOSS | -$77,460 | $80,633 | $80,633 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSES & PERMITS | $50 | $0 | $50 |
| BANK FEES | $113 | $0 | $113 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON MARKETABLE SECURITIES | Desc |
| Amt | $103,348 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT - BOA #0798 | CategoryTxt |
| Amt | $8,558 | Amt |
| Net Investment Income | $8,558 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAXES | $228 | $0 | $0 |
| FOREIGN TAX PAID | $708 | $708 | $0 |