LINDHOLM FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LINDHOLM FOUNDATION (EIN 20-0411464)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-26
- IRS object ID
- 202542389349101314
- Schema version
- 2024v5.2
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-26T15:23:36-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330221239 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BUSCH FIRM | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2532 DUPONT DRIVE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200411464 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDHOLM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 9492928010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 VISTA MONTEMAR | AddressLine1Txt |
| City | LAGUNA NIGUEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92677 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WAYNE LINDHOLM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9498520111 | PhoneNum |
| Signature | 2025-08-26 | 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 | GREGORY BUSCH | PreparerPersonNm |
| PTIN | P00156481 | PTIN |
| Phone | 9494747368 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $3,686,247 | 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 | $85,897 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $69,826 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69,826 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $59,123 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,123 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $152,243 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,445,393 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $152,243 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $367,089 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $281,192 | 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 |
| Accounting Fees Rev And Expnss | $6,060 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,060 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,494 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,494 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $101,695 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75,910 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,785 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $109,249 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,464 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,785 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $113,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $113,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $222,449 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,464 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $138,985 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $144,640 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $197,728 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,930 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,823 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,823 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,312,241 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,462,988 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,655,424 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,349,171 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,493,811 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,686,247 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,349,171 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,493,811 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,349,171 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,493,811 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,349,171 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,493,811 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,349,171 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $144,640 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,493,811 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,493,811 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| STCG-NATIONAL FINL SERVICES #676-993066 DETAIL AVAILABLE UPON REQUEST | P | 2024-01-01 | 2024-12-31 | $688,058 | $646,049 | $42,009 | $42,009 |
| LTCL-NATIONAL FINL SERVICES #676-993066 DETAIL AVAILABLE UPON REQUEST | P | 2023-01-01 | 2024-12-31 | $679,901 | $575,349 | $104,552 | $104,552 |
| LTCG-CHARLES SCHWAB #9677-1686 - DETAIL AVAILABLE UPON REQUEST | P | 2023-01-01 | 2024-12-31 | $2 | $2 | $2 | |
| STCL-CHARLES SCHWAB #9677-1686 - DETAIL AVAILABLE UPON REQUEST | P | 2024-01-01 | 2024-12-31 | $139 | -$139 | -$139 | |
| LTCG-NATIONAL FINL SERVICES #645-327930 DETAIL AVAILABLE UPON REQUEST | P | 2023-01-01 | 2024-12-31 | $39,737 | $33,183 | $6,554 | $6,554 |
| STCG-NATIONAL FINL SERVICES #645-327930 DETAIL AVAILABLE UPON REQUEST | P | 2024-01-01 | 2024-12-31 | $10,302 | $9,645 | $657 | $657 |
| STCG-NATIONAL FINL SERVICES #656-533047 DETAIL AVAILABLE UPON REQUEST | P | 2024-01-01 | 2024-12-31 | $18,168 | $15,990 | $2,178 | $2,178 |
| LTCL-ADVANCED FUND 21-2 LP - FROM SCH K-1 | P | 2023-01-01 | 2024-12-31 | $757 | -$757 | -$757 | |
| STCL-WELLS FARGO #1527-6111 - DETAIL AVAILABLE UPON REQUEST | P | 2024-04-12 | 2024-09-30 | $4,722 | $7,615 | -$2,893 | -$2,893 |
| CAP GAIN DIST - NATIONAL FINL SERVICES (#993066) | P | 2023-01-01 | 2024-12-31 | $1,276 | $1,276 | $1,276 | |
| STCG-ADVANCED FUND 21-2 LP - FROM SCH K-1 | P | 2024-01-01 | 2024-12-31 | $238 | $238 | $238 | |
| STCL-CALL - FIDELITY 656-533047 | P | 2024-01-01 | 2024-09-23 | $2,665 | $4,423 | -$1,758 | -$1,758 |
| CAP GAIN DIST - CHARLES SCHWAB -1686 | P | 2023-01-01 | 2024-12-31 | $324 | $324 | $324 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $152,243 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,748 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,748 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,748 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $901 | 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 | $901 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,847 | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | WAYNE LINDHOLM | IndividualWithBooksNm |
| Phone | 9498520111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 VISTA MONTEMAR | AddressLine1Txt |
| City | LAGUNA NIGUEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92677 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| WAYNE LINDHOLM | ||||||||
| 25 VISTA MONTEMAR | LAGUNA NIGUEL | CA | 92677 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LINDA LINDHOLM | ||||||||
| 25 VISTA MONTEMAR | LAGUNA NIGUEL | CA | 92677 | SECRETARY | 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 |
| 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 | $1,964,064 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,022 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $562,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,594,586 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,594,586 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,919 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,555,667 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $127,783 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $127,783 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,748 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,748 | TotalTaxAmt |
| Distributable Before Adj | $125,035 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $125,035 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $125,035 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $138,985 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $138,985 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $125,035 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $34,847 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,847 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $138,985 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $125,035 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,950 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $48,797 | 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 | $48,797 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $34,847 | ExcessFromYear1Amt |
| Excess From Current Year | $13,950 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN DIABETES ASSOCIATION | |||||||
| PO BOX 7023 | MERRIFIELD | VA | 22116 | NONE | EXEMPT ORGAN. | GENERAL USE | $5,000 |
| BETA FOSTER CARE | |||||||
| 23276 SOUTH POINTE DRIVE STE 213 | LAGUNA HILLS | CA | 92653 | NONE | EXEMPT ORGAN. | GENERAL USE | $10,000 |
| CALIFORNIA PUBLIC POLICY CENTER | |||||||
| 18002 IRVINE BLVD STE 108 | TUSTIN | CA | 92780 | NONE | EXEMPT ORGAN. | GENERAL USE | $10,000 |
| GODSPEAK CALVARY CHAPEL CHURCH | |||||||
| 320 VIA LAS BRISAS | NEWBURY PARK | CA | 91320 | NONE | EXEMPT ORGAN. | GENERAL USE | $15,000 |
| JDRF DIABETES FOUNDATION | |||||||
| 1391 WARNER AVE STE D | TUSTIN | CA | 92780 | NONE | EXEMPT ORGAN. | GENERAL USE | $11,000 |
| JUDICAL WATCH | |||||||
| 425 THIRD STREET SW STE 800 | WASHINGTON | DC | 20024 | NONE | EXEMPT ORGAN. | GENERAL USE | $10,000 |
| PACIFIC JUSTICE INSTITUTE | |||||||
| PO BOX 276600 | SACRAMENTO | CA | 95827 | NONE | EXEMPT ORGAN. | GENERAL USE | $5,000 |
| PADRE FOUNDATION FOR DIABETES | |||||||
| 557 S MAIN ST | ORANGE | CA | 92868 | NONE | EXEMPT ORGAN. | GENERAL USE | $7,500 |
| UCI FOUNDATION | |||||||
| 5141 CALIFORNIA | IRVINE | CA | 926175601 | NONE | EXEMPT ORGAN. | GENERAL USE | $1,500 |
| CRIME SURVIVORS | |||||||
| PO BOX 54552 | IRVINE | CA | 92619 | NONE | EXEMPT ORGAN. | GENERAL USE | $1,000 |
| PRAGER U | |||||||
| 15021 VENTURA BLVD | SHERMAN OAKS | CA | 91403 | NONE | EXEMPT ORGAN. | GENERAL USE | $1,000 |
| TEACH BEYOND | |||||||
| PO BOX 610 | DOWNERS GROVE | IL | 60515 | NONE | EXEMPT ORGAN. | GENERAL USE | $1,200 |
| MISSION HOSPITAL | |||||||
| 2770 MEDICAL CENTER ROAD | MISSION VIEJO | CA | 92691 | NONE | EXEMPT ORGAN. | GENERAL USE | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $113,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,826 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,123 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $152,243 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $281,192 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $281,192 | 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 Person | WAYNE AND LINDA LINDHOLM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 VISTA MONTEMAR | AddressLine1Txt |
| City | LAGUNA NIGUEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92677 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $85,897 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 5,400 SHS - CLEANSPARK INC | NoncashPropertyDesc |
| Fair Market Value | $85,897 | FairMarketValueAmt |
| Received | 2024-04-12 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,060 | Amt |
| Net Investment Income | $6,060 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVT - PUBLICALLY TRADED SECURITIES | AT COST | $2,069,589 | $2,262,025 |
| NOTE REC - DG HOTEL VENTURES, LLC | AT COST | $412,500 | $412,500 |
| ACCRUED INT REC - DG HOTEL VENTURES, LLC | AT COST | $299,833 | $299,833 |
| INVT - EMBREE NET LEASE FUND I, LLC | AT COST | $127,334 | $127,334 |
| NOTE REC - WLA (JADE COMPLEX) | AT COST | $150,000 | $150,000 |
| INVT - ADVANCED REAL ESTATE 21-2, LP | AT COST | $403,732 | $403,732 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSE | $141 | $0 | $141 |
| MANAGEMENT FEES | $25,644 | $0 | $25,644 |
| EMBREE NET LEASE FUND I, LLC - RENTAL LOSS | $11,795 | $11,795 | $0 |
| EMBREE NET LEASE FUND I, LLC - OTHER DEDUCTIONS | $681 | $681 | $0 |
| ADVANCED FUND 21-2 LP - ORDINARY LOSS | $50,532 | $50,532 | $0 |
| ADVANCED FUND 21-2 LP - INTEREST EXPENSE | $12,902 | $12,902 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER TAXES | $1,419 | $1,419 | $0 |
| FILING FEES | $75 | $75 | $0 |