BELOVED IN CHRIST FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BELOVED IN CHRIST FOUNDATION (EIN 32-0395390)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-12
- IRS object ID
- 201813169349101626
- Schema version
- 2017v2.3
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-12T17:59:54-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320395390 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELOVED IN CHRIST FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELO | BusinessNameControlTxt |
| Phone | 5123281184 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3939 BEE CAVE ROAD BLDG C-100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEWIS CIRNE | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 5123281184 | PhoneNum |
| Signature | 2018-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL A CHOJNACKI | PreparerPersonNm |
| PTIN | P00428607 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2018-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.204.21.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-09 | IPDt |
| IP Tm | 15:14:42 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 96BD04DD84A68DEC77757C134E484247D1D6E17F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 49C3ED6CC4A2DDA8F7F8C95636100B28621B816B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $108,122,309 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $744 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $744 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $703,242 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,007,642 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,007,642 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $703,986 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,008,386 | 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 | $5,305 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,305 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,491 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $33,491 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $95,260 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,052 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $172 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,880 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $139,108 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $172 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,676 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,941,276 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,941,276 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,080,384 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $172 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,984,952 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,376,398 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,008,214 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,359,667 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,287,669 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,287,669 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $54,240,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,935,600 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $105,834,640 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $55,599,667 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,223,269 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $108,122,309 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $40,000 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $1,084,800 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,124,800 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $54,474,867 | UnrestrictedBOYAmt |
| Unrestricted EOY | $53,223,269 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,474,867 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $53,223,269 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,599,667 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $53,223,269 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,474,867 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,376,398 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,124,800 | OtherIncreasesAmt |
| Subtotal | $53,223,269 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $53,223,269 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 8,000 SHS - NEW RELIC | D | 2015-08-07 | 2017-02-10 | $289,632 | $289,632 | $289,632 |
| 8,000 SHS - NEW RELIC | D | 2015-08-07 | 2017-03-15 | $296,236 | $296,236 | $296,236 |
| 8,000 SHS - NEW RELIC | D | 2015-08-07 | 2017-04-17 | $308,315 | $308,315 | $308,315 |
| 8,000 SHS - NEW RELIC | D | 2015-08-07 | 2017-05-15 | $350,752 | $350,752 | $350,752 |
| 8,000 SHS - NEW RELIC | D | 2015-08-07 | 2017-06-15 | $323,675 | $323,675 | $323,675 |
| 8,000 SHS - NEW RELIC | D | 2015-08-07 | 2017-07-17 | $381,518 | $381,518 | $381,518 |
| 8,000 SHS - NEW RELIC | D | 2015-08-07 | 2017-08-15 | $365,032 | $365,032 | $365,032 |
| 8,000 SHS - NEW RELIC | D | 2015-08-07 | 2017-09-15 | $390,023 | $390,023 | $390,023 |
| 8,000 SHS - NEW RELIC | D | 2015-08-07 | 2017-10-15 | $400,177 | $400,177 | $400,177 |
| 8,000 SHS - NEW RELIC | D | 2015-08-07 | 2017-11-17 | $433,508 | $433,508 | $433,508 |
| 8,000 SHS - NEW RELIC | D | 2015-08-07 | 2017-12-19 | $468,774 | $468,774 | $468,774 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,007,642 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $510,345 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $59,254,164 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.008613 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $691,428 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,556,556 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051003 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,290 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,491 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.095619 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,180 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,462 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.317542 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,700 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.472777 | TotalDistributionRt |
| Average Distribution | 0.094555 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $83,437,795 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,889,461 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $40,082 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,929,543 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,984,952 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $80,164 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $80,164 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $80,164 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $77,387 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $55,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $132,387 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $52,223 | OverpaymentAmt |
| Applied To ES Tax | $52,223 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Individual With Books | PERSONAL ADMINISTRATORS INC | IndividualWithBooksNm |
| Phone | 5123281184 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3939 BEE CAVE ROAD BLDG C-100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| KIRSTEN VLIET | ||||||||
| 3939 BEE CAVE ROAD BLDG C-100 | AUSTIN | TX | 78746 | PRESIDENT/SECRETARY | 0.00 | $0 | $0 | $0 |
| LEWIS CIRNE | ||||||||
| 3939 BEE CAVE ROAD BLDG C-100 | AUSTIN | TX | 78746 | CHAIRMAN/TREASURER | 0.00 | $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 | $82,877,763 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,830,658 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $84,708,421 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $84,708,421 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,270,626 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $83,437,795 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,171,890 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,171,890 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $80,164 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $80,164 | TotalTaxAmt |
| Distributable Before Adj | $4,091,726 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,091,726 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,091,726 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,984,952 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,984,952 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,984,952 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,091,726 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,394,391 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,984,952 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,394,391 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $590,561 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,501,165 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KIRSTEN VLIET | ContributingManagerNm |
| Contributing Manager | LEWIS CIRNE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ABLE WORKS | |||||||||||||
| 1836 BAY RD SUITE B | EAST PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | TO EQUIP INDIVIDUALS WITH FINANCIAL EDUCATION, LIFE SKILLS AND ASSETS THAT ENABLE THEM TO LIVE FREE FROM OPPRESSION AND POVERTY. | $30,000 | ||||||
| ALZHEIMERS SOCIETY OF TORONTO | |||||||||||||
| NONE | PUBLIC CHARITY | OFFER SUPPORT, INFORMATION AND EDUCATION TO PEOPLE WITH DEMENTIA; TO PROMOTE RESEARCH, AND TO ADVOCATE FOR SERVICES THAT RESPECT THE DIGNITY OF THE INDIVIDUAL. | $15,000 | 20 EGLINTON AVENUE WEST 16TH FLOOR | TORONTO | ONTARIO | CA | M4R 1K8 | |||||
| AMERICAN RED CROSS | |||||||||||||
| 2731 N 1ST STREET | SAN JOSE | CA | 95134 | NONE | PUBLIC CHARITY | TO HELP THOSE AFFECTED BY DISASTERS | $11,475 | ||||||
| ATHENS UNITED CHURCH | |||||||||||||
| NONE | PUBLIC CHARITY | TO SHARE FAITH WITH ALL THROUGH LIVING, LEARNING, AND LEADING | $10,000 | 17 CHURCH STREET | ATHENS | ONTARIO | CA | K0E 1B0 | |||||
| AUSTIN DISASTER RELIEF NETWORK INC | |||||||||||||
| 1122 E 51ST STREET | AUSTIN | TX | 78723 | NONE | PUBLIC CHARITY | TO HELP THOSE AFFECTED BY DISASTERS | $100,000 | ||||||
| AUSTIN STONE CHURCH | |||||||||||||
| 313 E ANDERSON LANE BUILDING 3 | ATHENS | TX | 78752 | NONE | PUBLIC CHARITY | TO LOVE GOD, LOVE THE CHURCH, LOVE THE CITY, AND LOVE THE NATIONS | $2,000 | SUITE 100 | |||||
| CAL'S ANGELS | |||||||||||||
| 2422 W MAIN STREET UNIT 3B | ST CHARLES | IL | 60175 | NONE | PUBLIC CHARITY | GRANTING WISHES, RAISING AWARENESS AND FUNDING RESEARCH TO HELP KIDS FIGHTING CANCER | $915 | ||||||
| CALLED FOR SUCH A TIME AS THIS MINISTRIES | |||||||||||||
| 341 W VALLEY BLVD | RIALTO | CA | 92376 | NONE | PUBLIC CHARITY | TO PROMOTE CHRISTIAN EDUCATION AND AWARENESS. | $35,000 | ||||||
| CHRISTIAN LIFE CLUB | |||||||||||||
| 770 N HIGH SCHOOL ROAD | INDIANAPOLIS | IN | 46214 | NONE | PUBLIC CHARITY | TO SUPPORT YOUTH EDUCATION | $26,000 | ||||||
| CODEORG | |||||||||||||
| 1501 4TH AVENUE SUITE 900 | SEATTLE | WA | 98101 | NONE | PUBLIC CHARITY | TO EXPAND ACCESS TO COMPUTER SCIENCE IN SCHOOLS AND INCREASE PARTICIPATION BY WOMEN AND UNDERREPRESENTED MINORITIES | $10,000 | ||||||
| CURE INTERNATIONAL | |||||||||||||
| 701 BOSLER AVENUE | LEMOYNE | PA | 17043 | NONE | PUBLIC CHARITY | HEALING THE SICK AND PROCLAIMING THE KINGDOM OF GOD | $750,000 | ||||||
| DEAN BRAXTON MINISTRIES | |||||||||||||
| 4330-116 SOUTHERN WALK PLAZA 644 | BROADLANDS | VA | 20148 | NONE | PUBLIC CHARITY | TO SUPPORT CHRISTIAN RELIGIOUS ACTIVITIES. | $131,000 | ||||||
| DIRECT RELIEF | |||||||||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | NONE | PUBLIC CHARITY | TO HELP THOSE AFFECTED BY DISASTERS | $1,275 | ||||||
| FEEDING AMERICA | |||||||||||||
| 35 EAST WACKER DRIVE SUITE 2000 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | TO HELP PROMOTE DOMESTIC HUNGER RELIEF. | $50,000 | ||||||
| FEEDING TEXAS | |||||||||||||
| 1524 SOUTH IH-35 SUITE 342 | AUSTIN | TX | 78704 | NONE | PUBLIC CHARITY | TO LEAD A UNIFIED EFFORT FOR A HUNGER-FREE TEXAS | $14,916 | ||||||
| FRESH LIFELINES FOR YOUTH | |||||||||||||
| 568 VALLEY WAY | MILPITAS | CA | 95035 | NONE | PUBLIC CHARITY | BREAKING THE CYCLE OF VIOLENCE, CRIME, AND INCARCERATION OF TEENS. | $30,000 | ||||||
| GOLF FIGHTING CANCER | |||||||||||||
| 300 ARNOLD PALMER BOULEVARD | NORTON | MA | 02766 | NONE | PUBLIC CHARITY | TO RAISE FUNDS TO FIGHT CANCER | $5,000 | ||||||
| GRACE COVENANT CHURCH | |||||||||||||
| 4600 BROOKFIELD CORPORATE DRIVE | CHANTILLY | VA | 20151 | NONE | PUBLIC CHARITY | TO SUPPORT CHRISTIAN RELIGIOUS ACTIVITIES. | $20,000 | ||||||
| HE TOUCHED ME MINISTRIES | |||||||||||||
| PO BOX 31832 | MAUMELLE | AR | 72113 | NONE | PUBLIC CHARITY | TO SUPPORT CHRISTIAN RELIGIOUS ACTIVITIES. | $180,000 | ||||||
| HISPANIC FEDERATION INC | |||||||||||||
| 55 EXCHANGE PLACE 5TH FLOOR | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | TO SUPPORT HISPANIC FAMILIES AND STRENGTHEN LATINO INSTITUTIONS THROUGH WORK IN THE AREAS OF EDUCATION, HEALTH, IMMIGRATION, CIVIC ENGAGEMENT, ECONOMIC EMPOWERMENT, & THE ENVIRONMENT | $600 | ||||||
| HOPE TECHNOLOGY SCHOOL | |||||||||||||
| 2525 EAST BAYSHORE ROAD | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | TO FOSTER ACHIEVEMENT THROUGH INNOVATION, TECHNOLOGY AND COMMUNITY IN A CHALLENGING ACADEMIC ENVIRONMENT. | $5,000 | ||||||
| JAMESON ANIMAL RESCUE RANCH | |||||||||||||
| 1224 ADAMS STREET | ST HELENA | CA | 94574 | NONE | PUBLIC CHARITY | TO PROVIDE TRANSITIONAL AND PERMANENT SHELTER, ADOPTION AND RESCUE SERVICES, HUMANE EDUCATION, AND ANIMAL ADVOCACY | $150 | ||||||
| KFMK SPIRIT 1059 RADIO | |||||||||||||
| 3600 N CAPITOL OF TEXAS HIGHWAY | AUSTIN | TX | 78746 | NONE | PUBLIC CHARITY | TO SUPPORT CHRISTIAN RELIGIOUS ACTIVITIES. | $10,000 | SUITE A200 | |||||
| MEXICAN RED CROSS | |||||||||||||
| NONE | PUBLIC CHARITY | TO HELP THOSE AFFECTED BY DISASTERS | $300 | PO BOX 303 | GENEVA | SZ | CH-1211 | ||||||
| NEW LIFE AFRICA | |||||||||||||
| NONE | PUBLIC CHARITY | TO HELP AND EDUCATE NAKURU'S POOR AND MARGINALIZED CHILDREN, YOUTH AND WOMEN. | $23,894 | PO BOX 9734 | LANET | NAKURU | KE | 20112 | |||||
| ONESTAR FOUNDATION | |||||||||||||
| 9011 MOUNTAIN RIDGE DRIVE 100 | AUSTIN | TX | 78759 | NONE | PUBLIC CHARITY | TO EQUIP TAXAS COMMUNITIES TO MEET THEIR NEEDS BY BUILDING THE CAPACITY OF NONPROFITS, PROMOTING SERVICE AND VOLUNTEERISM, AND INVESTING IN EFFECTIVE SOLUTIONS | $1,000,000 | ||||||
| OPEN DOORS USA | |||||||||||||
| PO BOX 27001 | SANTA ANA | CA | 92799 | NONE | PUBLIC CHARITY | TO SUPPORT PERSECUTED CHRISTIANS THROUGHOUT THE WORLD. | $115,000 | ||||||
| PINE COVE | |||||||||||||
| PO BOX 9000 | TYLER | TX | 75711 | NONE | PUBLIC CHARITY | TO SUPPORT CHRISTIAN RELIGIOUS ACTIVITIES. | $110,000 | ||||||
| RONALD MCDONALD HOUSE CHARITIES UK | |||||||||||||
| NONE | PUBLIC CHARITY | TO ENSURE WE HAVE SUFFICIENT FUNDS AND EXPERTISE TO DEVELOP AND SUSTAIN FREE ACCOMMODATION AT SPECIALIST CHILDREN'S HOSPITALS IN THE UK | $15,000 | 11-59 HIGH ROAD | LONDON | EAST FINCHLEY | UK | N2 8AW | |||||
| SAMARITAN'S PURSE | |||||||||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PUBLIC CHARITY | TO HELP THOSE AFFECTED BY DISASTERS | $1,500 | ||||||
| TEXARTS | |||||||||||||
| 2300 LOHMANS SPUR SUITE 160 | AUSTIN | TX | 78734 | NONE | PUBLIC CHARITY | TO CULTIVATE A THRIVING ARTS COMMUNITY BY EXPOSING ALL PEOPLE TO THE VISUAL AND PERFORMING ARTS. | $10,000 | ||||||
| TEXAS DIAPER BANK | |||||||||||||
| 5415 BANDERA ROAD 504 | SAN ANTONIO | TX | 78238 | NONE | PUBLIC CHARITY | TO HELP THOSE AFFECTED BY DISASTERS | $420 | ||||||
| THE MESSIANIC VISION INC | |||||||||||||
| PO BOX 39222 | CHARLOTTE | NC | 28278 | NONE | PUBLIC CHARITY | TO SUPPORT CHRISTIAN RELIGIOUS ACTIVITIES. | $43,500 | ||||||
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||||||||
| 110 INNER CAMPUS DRIVE | AUSTIN | TX | 78705 | NONE | PUBLIC CHARITY | TO ACHIEVE EXCELLENCE IN THE INTERRELATED AREAS OF UNDERGRADUATE EDUCATION, GRADUATE EDUCATION, RESEARCH AND PUBLIC SERVICE | $500 | ||||||
| UNITED WAY OF GREATER HOUSTON | |||||||||||||
| 50 WAUGH DRIVE | HOUSTON | TX | 77007 | NONE | PUBLIC CHARITY | TO ENGAGE CARING PEOPLE TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY | $17,831 | ||||||
| WATSI INC | |||||||||||||
| 360 LANGTON ST SUITE 200 | SAN FRANCISCO | CA | 94103 | NONE | PUBLIC CHARITY | ON A MISSION TO PROVIDE HEALTHCARE FOR EVERY PERSON IN THE WORLD | $40,000 | ||||||
| YOUNG LIFE | |||||||||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 809010520 | NONE | PUBLIC CHARITY | TO SUPPORT CHRISTIAN RELIGIOUS ACTIVITIES. | $125,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,941,276 | 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 | $744 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $703,242 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $703,986 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $703,986 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES - TAX PREPARATION | $12,600 | $0 | $12,600 |
| BOOKKEEPING FEES | $20,891 | $0 | $20,891 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 1,832,000 SHS - NEW RELIC COMMON STOCK | StockNm |
| EOY Book Value | $50,935,600 | EOYBookValueAmt |
| EOYFMV | $105,834,640 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,305 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,305 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEE | $172 | $172 | $0 |
| SUPPLIES | $115 | $0 | $115 |
| TRAVEL | $4,765 | $0 | $4,765 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED GRANTS PAID | $40,000 |
| DEFERRED FEDERAL EXCISE TAX | $1,084,800 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $1,084,800 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $95,000 | $0 | $0 |
| STATE TAXES | $260 | $0 | $0 |