LUBERSKI FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LUBERSKI FAMILY FOUNDATION INC (EIN 26-3187239)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202521359349105102
- Schema version
- 2023v6.0
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T15:43:10-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2040 MAIN STREET SUITE 900 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263187239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUBERSKI FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUBE | BusinessNameControlTxt |
| Phone | 8003263220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 NORTH HARBOR BOULEVARD 205 | AddressLine1Txt |
| City | FULLERTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92832 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY E LUBERSKI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8003263220 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA J MAYER | PreparerPersonNm |
| PTIN | P00188643 | PTIN |
| Phone | 9492214000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $96,948 | 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 | $1,853,056 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,853,056 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | 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 | $263 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $263 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $109,826 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $109,826 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $6,112 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $6,112 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $226,957 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $226,957 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $346,658 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $346,658 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,478,773 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,473,773 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,825,431 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,820,431 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,625 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,173 | CashBOYAmt |
| Cash EOY | $92,798 | CashEOYAmt |
| Cash EOYFMV | $92,798 | CashEOYFMVAmt |
| Other Investments BOY | $4,150 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,150 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,150 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $69,323 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,948 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $96,948 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,000 | 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 | $64,323 | RetainedEarningBOYAmt |
| Retained Earning EOY | $91,948 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $64,323 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $91,948 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $69,323 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $96,948 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $64,323 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,625 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $91,948 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $91,948 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | CA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT FORREST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8003263220 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 NORTH HARBOR BOULEVARD SUITE | AddressLine1Txt |
| Address Line2 | 205 | AddressLine2Txt |
| City | FULLERTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92832 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY E LUBERSKI | ||||||||
| PO BOX 34001 | FULLERTON | CA | 92834 | PRESIDENT/SECRETARY/DIRECT | 1.00 | $0 | $0 | $0 |
| ROBERT FORREST | ||||||||
| PO BOX 34001 | FULLERTON | CA | 92834 | CHIEF FINANCIAL OFFICER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELISE ZVIRBULIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 NORTH HARBOR BOULEVARD NO 205 | AddressLine1Txt |
| City | FULLERTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92832 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $74,200 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SPINAL TREATMENT FOR HARDSHIP INDIVIDUALS | Description1Txt |
| Expenses1 | $156,655 | Expenses1Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $344,246 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $344,246 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $344,246 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,164 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $339,082 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,954 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,954 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $16,954 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,954 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,954 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,820,431 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,820,431 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,954 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,846,595 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,599,604 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,899,341 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,895,339 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,654,419 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,895,298 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,820,431 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,954 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,803,477 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,698,775 | 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 | $1,846,595 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,852,180 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,599,604 | ExcessFromYear4Amt |
| Excess From Year3 | $1,899,341 | ExcessFromYear3Amt |
| Excess From Year2 | $1,895,339 | ExcessFromYear2Amt |
| Excess From Year1 | $1,654,419 | ExcessFromYear1Amt |
| Excess From Current Year | $1,803,477 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TIMOTHY E LUBERSKI | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TIMOTHY LUBERSKI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 NORTH HARBOR BOULEVARD SUITE | AddressLine1Txt |
| Address Line2 | 205 | AddressLine2Txt |
| City | FULLERTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92832 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8003263220 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUESTS ONLY, INCLUDING: APPLICATION FORM, PROPOSAL, PROJECT BUDGET, LIST OF OFFICERS AND BOARD OF DIRECTORS, LIST OF STAFF AND KEY PERSONNEL, MOST RECENT AUDITED/YEAR END FINANCIAL STATEMENTS, CONFIRMATION OF EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTIONS OR LIMITATIONS ARE DETERMINED BASED ON THE FACTS AND CIRCUMSTANCES OF EACH GRANT. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 100 BLACK MEN OF INLAND EMPIRE | |||||||||||||
| PO BOX 1283 | RIVERSIDE | CA | 92502 | PC | GENERAL OPERATING GRANT | $5,000 | |||||||
| A BARRIENTOS | |||||||||||||
| 310 NORTH HARBOR BOULEVARD STE 205 | FULLERTON | CA | 92832 | I | INDIVIDUAL HARDSHIP ASSISTANCE | $9,600 | NONE | ||||||
| A HO | |||||||||||||
| 310 NORTH HARBOR BOULEVARD STE 205 | FULLERTON | CA | 92832 | I | INDIVIDUAL HARDSHIP ASSISTANCE | $25,200 | NONE | ||||||
| AMERICAN HEART ASSOCIATION | |||||||||||||
| PO BOX 78851 | PHOENIX | AZ | 850628851 | PC | GENERAL OPERATING GRANT | $250 | |||||||
| AMERIGE POINTE APARTMENTS | |||||||||||||
| 1001 STARBUCK ST | FULLERTON | CA | 92833 | PC | INDIVIDUAL HARDSHIP ASSISTANCE | $36,945 | |||||||
| ASSISTANCE LEAGUE OF COVINA VALLEY | |||||||||||||
| 636 EAST SAN BERARDINO RD | COVINA | CA | 91273 | PC | GENERAL OPERATING GRANT | $2,500 | |||||||
| ASSOCIATION COEUR D'AMOURE | |||||||||||||
| 12248 PEVERO | TUSTIN | CA | 92782 | NC | GENERAL OPERATING GRANT | $40,000 | |||||||
| BROTHERS AND SISTERS IN ARMS INC | |||||||||||||
| 389 SACKETT ST APT 1 | BROOKLYN | NY | 11231 | PC | GENERAL OPERATING GRANT | $1,000 | |||||||
| C ALVAREZ | |||||||||||||
| 310 NORTH HARBOR BOULEVARD STE 205 | FULLERTON | CA | 92832 | I | INDIVIDUAL HARDSHIP ASSISTANCE | $500 | NONE | ||||||
| C SCHWEDER | |||||||||||||
| 310 NORTH HARBOR BOULEVARD STE 205 | FULLERTON | CA | 92832 | I | INDIVIDUAL HARDSHIP ASSISTANCE | $850 | NONE | ||||||
| C WINN | |||||||||||||
| 310 NORTH HARBOR BOULEVARD STE 205 | FULLERTON | CA | 92832 | I | INDIVIDUAL HARDSHIP ASSISTANCE | $55,000 | NONE | ||||||
| CANYON VILLAGE APARTMENTS | |||||||||||||
| 310 NORTH HARBOR BOULEVARD STE 205 | FULLERTON | CA | 92832 | I | INDIVIDUAL HARDSHIP ASSISTANCE | $3,660 | NONE | ||||||
| CASA COLINA FOUNDATION | |||||||||||||
| P O BOX 6001 | POMONA | CA | 917696001 | SO III FI | GENERAL OPERATING GRANT | $25,000 | |||||||
| CATHOLIC CHARITIES OF ORANGE COUNTY CHAPTER 1 | |||||||||||||
| 12141 S LEWIS ST | GARDEN GROVE | CA | 92701 | PC | GENERAL OPERATING GRANT | $65 | |||||||
| CEDAR CREEK APARTMENTS | |||||||||||||
| PO BOX 2600 | NEWPORT BEACH | CA | 926582500 | I | INDIVIDUAL HARDSHIP ASSISTANCE | $15,280 | NONE | ||||||
| CLEMMER COMPANY | |||||||||||||
| 13061 ROSEDALE HWY G-164 | BAKERSFIELD | CA | 93314 | I | INDIVIDUAL HARDSHIP ASSISTANCE | $24,250 | NONE | ||||||
| FOCUS - FELLOWSHIP OF CATHOLIC UNIV | |||||||||||||
| 603 PARK POINT DR STE 200 | GENESEE | CO | 80401 | I | INDIVIDUAL HARDSHIP ASSISTANCE | $2,900 | NONE | ||||||
| FRANSISCAN MISSION OUTREACH | |||||||||||||
| PO BOX 1073 | SECAUCUS | NJ | 070961073 | PC | GENERAL OPERATING GRANT | $100,000 | |||||||
| FREE WHEELCHAIR MISSION | |||||||||||||
| 15279 ALTON PARKWAY STE 300 | IRVINE | CA | 92618 | PC | GENERAL OPERATING GRANT | $10,000 | |||||||
| GIVING CHILDREN HOPE | |||||||||||||
| 8332 COMMONWEALTH AVE | BUENA PARK | CA | 90621 | PC | GENERAL OPERATING GRANT | $50,000 | |||||||
| GOODWILL INDUSTRIES OF ORANGE COUNTY | |||||||||||||
| 410 NORTH FAIRVIEW | SANTA ANA | CA | 92703 | PC | GENERAL OPERATING GRANT | $100,000 | |||||||
| HAWAII COMMUNITY FOUNDATION | |||||||||||||
| 444 HANA HWY STE 201 | KAHULUI | HI | 96732 | PC | GENERAL OPERATING GRANT | $20,000 | |||||||
| HEARTBEAT INTERNATIONAL | |||||||||||||
| 8405 PULSAR PLACE STE 100 | COLOMBUS | OH | 43240 | PC | GENERAL OPERATING GRANT | $10,000 | |||||||
| HIGHER GROUND YOUTH & FAMILY SERVICES | |||||||||||||
| 23001 E LA PALMA AVE STE 220 A | YORBA LINDA | CA | 928874770 | PC | GENERAL OPERATING GRANT | $90,000 | |||||||
| HOPE INTERNATIONAL | |||||||||||||
| 227 GRANITE RUN DR STE 250 | LANCASTER | PA | 17601 | PC | GENERAL OPERATING GRANT | $5,000 | |||||||
| IKAIKA OHANA | |||||||||||||
| 2000 E FOURTH STREET STE 220 | SANTA ANA | CA | 92705 | PC | GENERAL OPERATING GRANT | $5,000 | |||||||
| KRAUSE FAMILY FOUNDATION | |||||||||||||
| 46-005 KAWA STREET STE 308 | KANEOHE | HI | 96744 | PC | GENERAL OPERATING GRANT | $5,000 | |||||||
| L ANDREASON | |||||||||||||
| 310 NORTH HARBOR BOULEVARD STE 205 | FULLERTON | CA | 92832 | I | INDIVIDUAL HARDSHIP ASSISTANCE | $23,060 | NONE | ||||||
| LET IT BE | |||||||||||||
| 14720 CENTRAL AVE | CHINO | CA | 91710 | PC | GENERAL OPERATING GRANT | $25,000 | |||||||
| M ROBANCHO | |||||||||||||
| 310 NORTH HARBOR BOULEVARD STE 205 | FULLERTON | CA | 92832 | I | INDIVIDUAL HARDSHIP ASSISTANCE | $22,000 | NONE | ||||||
| MICHAEL J FOX FOUNDATION | |||||||||||||
| PO BOX 5014 | HAGERSTOWN | MD | 21741 | PC | GENERAL OPERATING GRANT | $5,000 | |||||||
| MISSION SAN LUIS REY | |||||||||||||
| 4050 MISSION AVE | OCEANSIDE | CA | 92057 | PC | GENERAL OPERATING GRANT | $500 | |||||||
| MISSION SANTA CLARA DE ASIS | |||||||||||||
| 2205 AVENIDA DE LA PAZ | YORBA LINDA | CA | 92887 | PC | GENERAL OPERATING GRANT | $150,000 | |||||||
| N ZAVALA | |||||||||||||
| 310 NORTH HARBOR BOULEVARD STE 205 | FULLERTON | CA | 92832 | I | INDIVIDUAL HARDSHIP ASSISTANCE | $1,058 | NONE | ||||||
| NAVAJYOTHI PROVINCE IDUKKI | |||||||||||||
| NC | GENERAL OPERATING GRANT | $78,349 | 11316 CYPRESS AVENUE | RIVERSIDE | KERALA | IN | 92505 | ||||||
| NEW IMAGE EMERGENCY SHELTER | |||||||||||||
| 1008 E 59TH ST | LOS ANGELES | CA | 90001 | PC | GENERAL OPERATING GRANT | $10,500 | |||||||
| NEW WAYS TO WORK | |||||||||||||
| 1012 WEST BEVERLEY BLVD 377 | MONTEBELLO | CA | 90640 | PC | GENERAL OPERATING GRANT | $83,781 | |||||||
| NORTH COUNTY CHABAD | |||||||||||||
| 19045 YORBA LINDA BLVD | YORBA LINDA | CA | 92886 | PC | GENERAL OPERATING GRANT | $1,000 | |||||||
| NPH USA | |||||||||||||
| 8925 EAST PIMA CENTER PARKWAY STE | SCOTTSDALE | AZ | 85258 | PC | GENERAL OPERATING GRANT | $100,000 | 145 | ||||||
| O CREST | |||||||||||||
| 310 NORTH HARBOR BOULEVARD STE 205 | FULLERTON | CA | 92832 | I | INDIVIDUAL HARDSHIP ASSISTANCE | $30,000 | NONE | ||||||
| OC RESCUE MISSION | |||||||||||||
| 1 HOPE DR | TUSTIN | CA | 927829909 | PC | GENERAL OPERATING GRANT | $5,000 | |||||||
| ORANGE COUNTY FIRE SERVICES ASSOCIATION | |||||||||||||
| PO BOX 2866 | ANAHEIM | CA | 92804 | PC | GENERAL OPERATING GRANT | $650 | |||||||
| R SOOBZOKOV | |||||||||||||
| 310 NORTH HARBOR BOULEVARD STE 205 | FULLERTON | CA | 92832 | I | INDIVIDUAL HARDSHIP ASSISTANCE | $7,500 | NONE | ||||||
| R VEGA JR | |||||||||||||
| 310 NORTH HARBOR BOULEVARD STE 205 | FULLERTON | CA | 92832 | I | INDIVIDUAL HARDSHIP ASSISTANCE | $1,000 | NONE | ||||||
| ROSARY HIGH SCHOOL | |||||||||||||
| 1340 N ACACIA AVE | FULLTERTON | CA | 92831 | PC | GENERAL OPERATING GRANT | $70,000 | |||||||
| SECOND HARVEST FOOD BANK OF ORANGE COUNTY | |||||||||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | PC | GENERAL OPERATING GRANT | $4,800 | |||||||
| SERVITE HIGH SCHOOL | |||||||||||||
| 1952 W LA PALMA AVE | ANAHEIM | CA | 92801 | PC | GENERAL OPERATING GRANT | $20,000 | |||||||
| SOCIETY OF THE DIVINE WORLD | |||||||||||||
| 111316 CYPRESS AVE | RIVERSIDE | CA | 92505 | PC | GENERAL OPERATING GRANT | $22,000 | |||||||
| SPIRIT FILLED HEARTS MINISTRY | |||||||||||||
| 19161 WOODFORD TERRACE | IRVINE | CA | 92603 | PC | GENERAL OPERATING GRANT | $5,000 | |||||||
| ST CATHERINE'S ACADEMY | |||||||||||||
| 215 N HARBOR BLVD | ANAHEIM | CA | 92805 | PC | GENERAL OPERATING GRANT | $50,000 | |||||||
| T LIPOT | |||||||||||||
| 310 NORTH HARBOR BOULEVARD STE 205 | FULLERTON | CA | 92832 | I | INDIVIDUAL HARDSHIP ASSISTANCE | $16,500 | NONE | ||||||
| TG PROPERTY AND RENTAL MANAGEMENT | |||||||||||||
| PO BOX 18808 | ANAHEIM | CA | 92871 | I | INDIVIDUAL HARDSHIP ASSISTANCE | $8,250 | NONE | ||||||
| THE HEALING HANDS FOUNDATION | |||||||||||||
| 2871 PULLMAN ST | SANTA ANA | CA | 92705 | PC | GENERAL OPERATING GRANT | $10,000 | |||||||
| THE ILLUMINATION FOUNDATION | |||||||||||||
| 2871 PULLMAN ST | SANTA ANA | CA | 92705 | PC | GENERAL OPERATING GRANT | $36,000 | |||||||
| UNLIMITED POSSIBILITIES | |||||||||||||
| 1251 E DYER RD STE 150 | SANTA ANA | CA | 92705 | PC | GENERAL OPERATING GRANT | $5,000 | |||||||
| WALK INTUIT | |||||||||||||
| 27128A OASEA ESOADA STE 1522 | SAN JUAN CAPISTRANO | CA | 92675 | PC | GENERAL OPERATING GRANT | $525 | |||||||
| WE UP NEXT | |||||||||||||
| 700 W 3RD ST - B203 | SANTA ANA | CA | 92701 | PC | GENERAL OPERATING GRANT | $5,000 | |||||||
| WORDNET PRODUCTIONS | |||||||||||||
| 532 N D ST | SAN BERNARDINIO | CA | 92401 | PC | GENERAL OPERATING GRANT | $33,300 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,473,773 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
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 | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | TotalIncomeProducingActyAmt |
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 | TIMOTHY LUBERSKI | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 N HARBOR BLVD STE 205 | AddressLine1Txt |
| City | FULLERTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92832 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,850,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ASSOCIATION COEUR D'AMOUR | ||||||||||
| 23 FONTAMARA 29 | PORTAUPRINCE | HA | 2023-07-31 | $40,000 | TO PROVIDE CHARITABLE EDUCATION ASSISTANCE TO SCHOOL-AGE CHILDREN. | $40,000 | NONE | 07/31/2024 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE GRANTEE'S REPORTS. | |
| NAVAJYOTHI PROVINCE IDUKKI | ||||||||||
| RAJAMUDI PO IDUKKI | KERALA | IN | 2023-08-07 | $78,349 | TO PROVIDE FUNDING FOR A STATE WIDE CULINARY PROGRAM | $78,349 | NONE | 07/24/2024 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE GRANTEE'S REPORTS. | 685604 |
| NAVAJYOTHI PROVINCE IDUKKI | ||||||||||
| RAJAMUDI PO IDUKKI | KERALA | IN | 2022-09-22 | $69,146 | TO PROVIDE FUNDING FOR A STATE WIDE CULINARY PROGRAM | $69,146 | NONE | 09/22/2023 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE GRANTEE'S REPORTS. | 685604 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SECURITY DEPOSIT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,150 | BookValueAmt |
| EOYFMV | $4,150 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $263 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $263 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RENT, PARKING, AND UTILITIES | $68,496 | $0 | $68,496 |
| BANK FEES | $226 | $0 | $226 |
| PROPERTY INSURANCE | $1,019 | $0 | $1,019 |
| SUPPLIES | $311 | $0 | $311 |
| MEMBERSHIP FEES | $250 | $0 | $250 |
| PROGRAM EXPENSES - SPINAL TREATMENT PROGRAM | $156,655 | $0 | $156,655 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT | Desc |
| BOY Book Value | $5,000 | BOYBookValueAmt |
| EOY Book Value | $5,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER SERVICES | CategoryTxt |
| Amt | $109,826 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $109,826 | DisbursementsCharitablePrpsAmt |