LUBERSKI FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LUBERSKI FAMILY FOUNDATION INC (EIN 26-3187239)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-04-05
- IRS object ID
- 202210959349100821
- Schema version
- 2020v4.2
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-05T13:15:52-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 2020-07-01 | 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 NO 205 | AddressLine1Txt |
| City | FULLERTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92832 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT FORREST | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8003263220 | PhoneNum |
| Signature | 2022-04-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | FORREST | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA J MAYER | PreparerPersonNm |
| PTIN | P00188643 | PTIN |
| Phone | 9492214000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $124,499 | 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 | $1,990,000 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,990,000 | 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 | $6,893 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,893 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,283 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,283 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,863 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $75,863 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $160 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $191,980 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $191,980 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $279,179 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $279,179 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,629,621 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,629,621 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,908,800 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,908,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $81,200 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,149 | CashBOYAmt |
| Cash EOY | $120,349 | CashEOYAmt |
| Cash EOYFMV | $120,349 | CashEOYFMVAmt |
| Other Investments BOY | $4,150 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,150 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,150 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $43,299 | TotalAssetsBOYAmt |
| Total Assets EOY | $124,499 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $124,499 | 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 | $38,299 | RetainedEarningBOYAmt |
| Retained Earning EOY | $119,499 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,299 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $119,499 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,299 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $124,499 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,299 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $81,200 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $119,499 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $119,499 | 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 | 0 | 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 | $64,200 | 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 | $149,432 | 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 | $192,069 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $192,069 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $192,069 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,881 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $189,188 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,459 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,459 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $9,459 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,459 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,459 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,908,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,908,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,908,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,459 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,200,176 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,983,653 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,007,723 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,846,595 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,599,604 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,637,751 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,908,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,459 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,899,341 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,537,092 | 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 | $3,200,176 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,336,916 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,983,653 | ExcessFromYear4Amt |
| Excess From Year3 | $2,007,723 | ExcessFromYear3Amt |
| Excess From Year2 | $1,846,595 | ExcessFromYear2Amt |
| Excess From Year1 | $1,599,604 | ExcessFromYear1Amt |
| Excess From Current Year | $1,899,341 | 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 (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 100 BLACK MEN | |||||||||||||
| PO BOX 1283 | RIVERSIDE | CA | 92502 | NONE | PC | GENERAL OPERATING GRANT | $25,000 | ||||||
| AG LEADERSHIP FOUNDATION OF HAWAII | |||||||||||||
| PO BOX 342066 | KAILUA | HI | 96734 | NONE | PC | GENERAL OPERATING GRANT | $2,500 | ||||||
| ALICIA HERNANDEZ | |||||||||||||
| 11523 OBERT AVE 14 | WHITTIER | CA | 90604 | NONE | I | INDIVIDUAL HARDSHIP ASSISTANCE | $7,200 | ||||||
| ASSOCIATION COEUR D'AMOUR | |||||||||||||
| NONE | NC | GENERAL OPERATING GRANT | $30,000 | 23 FONTAMARA 29 | PORT AU PRINCE | PORT AU PRINCE | HA | ||||||
| CALIFORNIA CATHOLIC CONFERENCE | |||||||||||||
| 1119 K STREET 2ND FLOOR | SACRAMENTO | CA | 95814 | NONE | PC | GENERAL OPERATING GRANT | $40,000 | ||||||
| CAMERON SCHWEDER | |||||||||||||
| 19961 WILDWOOD COURT | YORBA LINDA | CA | 92886 | NONE | I | INDIVIDUAL HARDSHIP ASSISTANCE | $11,225 | ||||||
| CARRIE WINN | |||||||||||||
| 507 SWANSON AVE | PLACENTIA | CA | 92870 | NONE | I | INDIVIDUAL HARDSHIP ASSISTANCE | $65,000 | ||||||
| CASA COLINA FOUNDATION | |||||||||||||
| PO BOX 6001 | POMONA | CA | 917696001 | NONE | SO III FI | GENERAL OPERATING GRANT | $27,500 | ||||||
| CBB CHARITY GOLF CLASSIC | |||||||||||||
| 701 N HAVEN AVE | ONTARIO | CA | 91764 | NONE | PC | GENERAL OPERATING GRANT | $7,500 | ||||||
| CEDAR CREEK APARTMENTS | |||||||||||||
| PO BOX 2600 | NEWPORT BEACH | CA | 926582600 | NONE | I | INDIVIDUAL HARDSHIP ASSISTANCE | $16,032 | ||||||
| CRITTENTON SERVICES FOR CHILDREN & FARMS | |||||||||||||
| POST OFFICE BOX 9 | FULLERTON | CA | 928360009 | NONE | PC | GENERAL OPERATING GRANT | $10,000 | ||||||
| CYSTIC FIBROSIS FOUNDATION | |||||||||||||
| 4002 WESTMINSTER AVE | SANTA ANA | CA | 927031310 | NONE | PC | GENERAL OPERATING GRANT | $5,000 | ||||||
| DIVINE WORD | |||||||||||||
| 532 N D ST | SAN BERNADINO | CA | 92401 | NONE | PC | GENERAL OPERATING GRANT | $10,000 | ||||||
| FAITH AND FAMILY LIFE CATHOLIC MINISTRIES | |||||||||||||
| 22082 ANTONIO PARKWAY | RANCH SANTA MARGARITA | CA | 92688 | NONE | PC | GENERAL OPERATING GRANT | $64,600 | ||||||
| FRANCISCAN MISSION OUTREACH | |||||||||||||
| PO BOX 1073 | SECAUCUS | NJ | 070961073 | NONE | PC | GENERAL OPERATING GRANT | $100,000 | ||||||
| FREE WHEELCHARI MISSION | |||||||||||||
| 15279 ALTON PARKWAY STE 300 | IRVINE | CA | 92618 | NONE | PC | GENERAL OPERATING GRANT | $10,000 | ||||||
| GARY SINISE FOUNDATION | |||||||||||||
| PO BOX 368 | WOODLAND HILLS | CA | 91365 | NONE | PC | GENERAL OPERATING GRANT | $10,000 | ||||||
| GILBERT SALINAS | |||||||||||||
| 5915 WINTER GROVE DRIVE | BAKERSFIELD | CA | 93313 | NONE | I | INDIVIDUAL HARDSHIP ASSISTANCE | $16,800 | ||||||
| GLOBAL GIVING FOUNDATION | |||||||||||||
| 1110 VERMONT AVE NW STE 550 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING GRANT | $25,000 | ||||||
| HENSLIN ASSOCIATES | |||||||||||||
| 745 S BREA BLVD SUITE 23 | BREA | CA | 92821 | NONE | I | INDIVIDUAL HARDSHIP ASSISTANCE | $1,125 | ||||||
| HOMESTEAD APARTMENTS | |||||||||||||
| 1942 DEERPARK DR | FULLERTON | CA | 92831 | NONE | I | INDIVIDUAL HARDSHIP ASSISTANCE | $23,910 | ||||||
| IMMACULATA MINISTRIES | |||||||||||||
| 2134 SAN ANTONIO DRIVE | CORONA | CA | 92882 | NONE | PC | GENERAL OPERATING GRANT | $30,000 | ||||||
| IOWA STATE UNIVERSITY EGG INDUSTRY CENTER | |||||||||||||
| 1221 KILDEE HALL OSBORN DR | AMES | IA | 50011 | NONE | PC | GENERAL OPERATING GRANT | $1,000 | ||||||
| ISAIAH HOUSE | |||||||||||||
| 5500 SANTA ANA CANYON RD STE 150 | ANAHEIM | CA | 92807 | NONE | PC | GENERAL OPERATING GRANT | $300 | ||||||
| JAMES AND JENNIFER VANBREEMEN | |||||||||||||
| 16545 ODELL AVE | VICTORVILLE | CA | 92394 | NONE | I | INDIVIDUAL HARDSHIP ASSISTANCE | $7,500 | ||||||
| KIDSAVE | |||||||||||||
| 100 CORPORATE POINTE STE 380 | CULVER CITY | CA | 90230 | NONE | PC | GENERAL OPERATING GRANT | $10,000 | ||||||
| KIMBERLEE EVELO | |||||||||||||
| 820 E WOODSIDE AVE | ANAHEIM | CA | 92807 | NONE | I | INDIVIDUAL HARDSHIP ASSISTANCE | $15,000 | ||||||
| LARRY ANDREASON | |||||||||||||
| 42 LA COSTA CT | LAGUNA BEACH | CA | 92651 | NONE | I | INDIVIDUAL HARDSHIP ASSISTANCE | $22,140 | ||||||
| LET IT BE FOUNDATION | |||||||||||||
| 14720 CENTRAL AVE | CHINO | CA | 91710 | NONE | PC | GENERAL OPERATING GRANT | $25,000 | ||||||
| LOMA LINDA UNIVERSITY CHILDREN HOSPITAL | |||||||||||||
| PO BOX 2000 | LOMA LINDA | CA | 92354 | NONE | PC | GENERAL OPERATING GRANT | $2,000 | ||||||
| MARILYN LUKICH | |||||||||||||
| 1942 DEERPARK DRIVE APT 121 | FULLERTON | CA | 92831 | NONE | I | INDIVIDUAL HARDSHIP ASSISTANCE | $16,725 | ||||||
| MARINA ROBANCHO | |||||||||||||
| 5915 WINTER GROVE DRIVE | BAKERSFIELD | CA | 93313 | NONE | I | INDIVIDUAL HARDSHIP ASSISTANCE | $19,400 | ||||||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||||||||
| 10089 WILLOW CREEK RD 250 | SAN DIEGO | CA | 92131 | NONE | PC | GENERAL OPERATING GRANT | $2,000 | ||||||
| NAVAJYOTHI PROVINCE IDUKKI | |||||||||||||
| NONE | NC | GENERAL OPERATING GRANT | $53,232 | RAJAMUDI PO IDUKKI | KERALA | KERALA | IN | 685604 | |||||
| NEW IMAGE EMERGENCY | |||||||||||||
| 1008 E 59TH ST | LOS ANGELES | CA | 90001 | NONE | PC | GENERAL OPERATING GRANT | $5,000 | ||||||
| NPH USA | |||||||||||||
| 8925 EAST PIMA CENTER PARKWAY SUITE | SCOTTSDALE | AZ | 852584407 | NONE | PC | GENERAL OPERATING GRANT | $100,000 | 145 | |||||
| OSCAR PIZANO | |||||||||||||
| 8613 LOCUST DRIVE | BUENA PARK | CA | 90620 | NONE | I | INDIVIDUAL HARDSHIP ASSISTANCE | $5,000 | ||||||
| ROSE HILLS MEMORIAL | |||||||||||||
| 3888 WORKMAN MILL RD | WHITTIER | CA | 90601 | NONE | I | INDIVIDUAL HARDSHIP ASSISTANCE | $7,000 | ||||||
| SAN ANTONIO DE PADUA CHURCH | |||||||||||||
| 5800 E SANTA ANA CANYON RD | ANAHIEM HILLS | CA | 92807 | NONE | PC | GENERAL OPERATING GRANT | $366,300 | ||||||
| SAN FRANCISCO SOLANO CATHOLIC CHURCH | |||||||||||||
| 22082 ANTONIO PARKWAY | RANCH SANTA MARGARITA | CA | 92688 | NONE | PC | GENERAL OPERATING GRANT | $80,000 | ||||||
| SANTIAGO RETREAT CENTER | |||||||||||||
| 27912 BAKER CANYON RD | SILVERADO | CA | 92676 | NONE | PC | GENERAL OPERATING GRANT | $10,000 | ||||||
| SERVITE HIGH SCHOOL | |||||||||||||
| 1952 W LA PALMA AVE | ANAHEIM | CA | 92801 | NONE | PC | GENERAL OPERATING GRANT | $1,000 | ||||||
| SOCIETY OF THE DIVINE WORLD | |||||||||||||
| 11316 CYPRESS AVENUE | RIVERSIDE | CA | 92505 | NONE | PC | GENERAL OPERATING GRANT | $10,000 | ||||||
| SPIRIT HEART MINISTIRIES | |||||||||||||
| 19161 WOODORD TERRACE | IRVINE | CA | 92603 | NONE | PC | GENERAL OPERATING GRANT | $5,000 | ||||||
| ST ANTHONY MARY CLARET | |||||||||||||
| 1450 LA PALMA AVE | ANAHEIM | CA | 92805 | NONE | PC | GENERAL OPERATING GRANT | $3,500 | ||||||
| ST CATHERINE'S ACADEMY | |||||||||||||
| 215 N HARBOR BLVD | ANAHEIM | CA | 92805 | NONE | PC | GENERAL OPERATING GRANT | $100,000 | ||||||
| ST FRANCIS OF ASSISI CATHOLIC SCHOOL | |||||||||||||
| 5330 EASTSIDE CIRCLE | YORBA LINDA | CA | 92887 | NONE | PC | GENERAL OPERATING GRANT | $56,132 | ||||||
| ST MARY'S CATHOLIC CHURCH | |||||||||||||
| 400 W COMMONWEALTH AVE | FULLERTON | CA | 92832 | NONE | PC | GENERAL OPERATING GRANT | $10,000 | ||||||
| THE BLESSING CENTER | |||||||||||||
| 1157 JUDSON ST | REDLANDS | CA | 92374 | NONE | PC | GENERAL OPERATING GRANT | $25,000 | ||||||
| THE CAMERON SCHOOL OF BUSINESS | |||||||||||||
| 3800 MONTROSE | HOUSTON | TX | 77006 | NONE | PC | GENERAL OPERATING GRANT | $100,000 | ||||||
| WORDNET | |||||||||||||
| 532 NORTH D STREET | SAN BERNARDINO | CA | 92401 | NONE | PC | GENERAL OPERATING GRANT | $15,000 | ||||||
| ZACHARY LIPOT | |||||||||||||
| 2084 N NORDIC ST | ORANGE | CA | 92865 | NONE | I | INDIVIDUAL HARDSHIP ASSISTANCE | $18,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,629,621 | 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 | $1,990,000 | 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 | $4,283 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,283 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Province Or StateForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NAVAJYOTHI PROVINCE IDUKKI | ||||||||||||
| RAJAMUDI PO IDUKKI | KERALA | IN | 685604 | 2020-08-18 | $53,232 | TO PROVIDE CHARITABLE EDUCATION ASSISTANCE TO SCHOOL-AGE CHILDREN | $53,232 | NONE | 8/18/21 | 2020-08-18 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE GRANTEE'S REPORTS. | |
| ASSOCIATION COEUR D'AMOUR | ||||||||||||
| 23 FONTAMARA 29 | PORTAUPRINCE | HA | 2020-08-07 | $30,000 | TO PROVIDE CHARITABLE EDUCATION ASSISTANCE TO SCHOOL-AGE CHILDREN. | $30,000 | NONE | 8/7/21 | 2020-08-07 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE GRANTEE'S REPORTS. | HAITI | |
| NAVAJYOTHI PROVINCE IDUKKI | ||||||||||||
| RAJAMUDI PO IDUKKI | KERALA | IN | 685604 | 2019-12-17 | $50,000 | TO PROVIDE CHARITABLE EDUCATION ASSISTANCE TO SCHOOL-AGE CHILDREN | $50,000 | NONE | 12/17/20; 12/17/21 | 2019-12-17 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE GRANTEE'S REPORTS. | |
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 | $6,893 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,893 | 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 | $39,022 | $0 | $39,022 |
| BANK FEES | $262 | $0 | $262 |
| INSURANCE | $25 | $0 | $25 |
| SUPPLIES | $3,089 | $0 | $3,089 |
| LICENSES AND FEES | $150 | $0 | $150 |
| PROGRAM EXPENSES - SPINAL TREATMENT PROGRAM | $149,432 | $0 | $149,432 |
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 | $75,863 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $75,863 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FILING FEES | CategoryTxt |
| Amt | $160 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $160 | DisbursementsCharitablePrpsAmt |