LINDEN FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LINDEN FAMILY FOUNDATION (EIN 33-0737730)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-08
- IRS object ID
- 201642219349100419
- Schema version
- 2015v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-08T10:51:09-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Smith Linden & Basso LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5120 Birch Street Suite 200 | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330737730 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LINDEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 9492235080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4041 MACARTHUR BLVD | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS M LINDEN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2016-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott H Harada | PreparerPersonNm |
| PTIN | P00634226 | PTIN |
| Phone | 9497520660 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,096,170 | 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 | $21,355 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,355 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $21,355 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $60,118 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,118 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $60,118 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $166,473 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $700,383 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $166,473 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $45,064 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,412 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $250,358 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $247,946 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $126,537 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,140 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,140 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $25,509 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,509 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,447 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $747 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,700 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $286 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $286 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $34,382 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,682 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $162,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $162,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $196,382 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,682 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $166,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $53,976 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $218,264 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $126,537 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $158,868 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,675 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $80,675 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,178,579 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,315,749 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,015,495 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,337,447 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,391,424 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,096,170 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $1 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $1 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,337,447 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,391,423 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,337,447 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,391,423 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,337,447 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,391,424 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,337,447 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $53,976 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,391,423 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,391,423 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO #4948-5161 - L/T | P | 2014-01-01 | 2015-09-10 | $125,083 | $125,000 | $83 | $83 |
| WELLS FARGO #3428-0791 - S/T | P | 2015-01-01 | 2015-12-31 | $160,654 | $115,590 | $45,064 | $45,064 |
| WELLS FARGO #3428-0791 - L/T | P | 2010-01-01 | 2015-12-31 | $337,625 | $236,585 | $101,040 | $101,040 |
| WELLS FARGO #3428-0791 - L/T | P | 2010-01-01 | 2015-12-31 | $77,021 | $56,735 | $20,286 | $20,286 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $166,473 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $45,064 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $166,275 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,915,378 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05703 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $155,883 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,818,415 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05531 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $142,546 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,514,902 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05668 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $134,739 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,498,787 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05392 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $89,700 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,079,789 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04313 | DistributionYr5Rt |
| Total Distribution | 0.266075 | TotalDistributionRt |
| Average Distribution | 0.053215 | AverageDistributionRt |
| Net Investment Income Pct | $2,183 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,183 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $166,700 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,183 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,183 | SubtotalAmt |
| Tax Based On Investment Income | $2,183 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,525 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,525 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,342 | OverpaymentAmt |
| Applied To ES Tax | $5,342 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS M LINDEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9492235080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4041 MACARTHUR BLVD | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926602511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KIM BLANKENHORN | ||||||
| 4041 MACARTHUR BLVD SUITE 350 | NEWPORT BEACH | CA | 92660 | President | 0.00 | $0 |
| MARGIE SMITH | ||||||
| 4041 MACARTHUR BLVD SUITE 350 | NEWPORT BEACH | CA | 92660 | Vice President | 0.00 | $0 |
| KELLY WALKER | ||||||
| 4041 MACARTHUR BLVD SUITE 350 | NEWPORT BEACH | CA | 92660 | Secretary | 0.00 | $0 |
| CHRISTINA STONEY | ||||||
| 4041 MACARTHUR BLVD SUITE 350 | NEWPORT BEACH | CA | 92660 | Treasurer | 0.00 | $0 |
| THOMAS M LINDEN | ||||||
| 4041 MACARTHUR BLVD SUITE 350 | NEWPORT BEACH | CA | 92660 | Treasurer | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTS FOR MEDICAL/ RESEARCH | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | GRANTS FOR EDUCATION | Description2Txt |
| Description3 | GRANTS TO CHARITABLE ORGANIZATIONS | Description3Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $2,183 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,183 | TotalTaxAmt |
| Distributable Before Adj | $2,183 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,183 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $166,700 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $166,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,183 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $164,517 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $19,868 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,229 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,416 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $65,513 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $166,700 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $166,700 | RemainingDistriFromCorpusAmt |
| Total Corpus | $232,213 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $232,213 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $19,868 | ExcessFromYear3Amt |
| Excess From Year2 | $20,229 | ExcessFromYear2Amt |
| Excess From Year1 | $25,416 | ExcessFromYear1Amt |
| Excess From Current Year | $166,700 | 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 | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHILDRENS HOSPITAL OF OC | ||||||
| 455 S MAIN STREET | ORANGE | CA | 92668 | NONE | MEDICAL RESEARCH | $15,000 |
| FOREST HOME CONFERENCE CTR | ||||||
| 40000 VALLEY OF THE FALLS DRIVE | FOREST FALLS | CA | 92339 | NONE | RELIGIOUS | $15,000 |
| PAINTED TURTLE | ||||||
| 1300 4TH STREET STE 300 | SANTA MONICA | CA | 90401 | NONE | MEDICAL AID | $15,000 |
| LAUREL HOUSE | ||||||
| 13722 FAIRMONT WAY | TUSTIN | CA | 92780 | NONE | CHARITABLE | $5,000 |
| ORANGEWOOD CHILDREN'S FOUNDATION | ||||||
| 1575 E 17TH STREET | SANTA ANA | CA | 92705 | NONE | CHARITABLE | $10,000 |
| ALZHEIMER'S FAMILY SERVICES | ||||||
| 9451 INDIANAPOLIS AVENUE | HUNTINGTON BEACH | CA | 92646 | NONE | CHARITABLE | $15,000 |
| STORYTELLER | ||||||
| 2121 DE LA VINA STREET | SANTA BARBARA | CA | 93105 | NONE | EDUCATION | $15,000 |
| DIRECT RELIEF INTERNATIONAL | ||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | NONE | CHARITABLE | $15,000 |
| TEDDY BEAR CANCER FOUNDATION | ||||||
| 133 EAST DE LA GUERRA ST 163 | SANTA BARBARA | CA | 93101 | NONE | CHARITABLE | $15,000 |
| ROOM TO READ | ||||||
| 111 SUTTER STREET 16TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | EDUCATION | $7,000 |
| ANGELS FOSTER CARE | ||||||
| 11 W VICTORIA ST STE 207B | SANTA BARBARA | CA | 93105 | NONE | CHARITABLE | $10,000 |
| LOOK AT US ALLIANCE | ||||||
| PO BOX 847 | SUMMERLAND | CA | 93067 | NONE | CHARITABLE | $15,000 |
| MERCY SHIPS | ||||||
| PO BOX 1930 | LINDALE | TX | 75771 | NONE | CHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $162,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,355 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,118 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,412 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $166,473 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $81,473 | ExclusionAmt |
| Related Or Exempt Function Incm | $168,885 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $250,358 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,140 | Amt |
| Net Investment Income | $3,140 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | PART XVLINE 2 INFORMATION REGARDING CONTRIBUTION, GRANT, GIFT, LOAN,SCHLORSHIP, ETC., PROGRAMS:THE FOUNDATION IS ORGANIZED AND WILL OPERATE BOTH TO ASSIST OTHERQUALIFIED 501(C)(3) ORGANIZATIONS TO FURTHER ENDEAVORS IN RELIGIOUS,EDUCATIONAL, CHARITABLE, SCIENTIFIC AND PREVENTION OF CRUELTY TOCHILDREN PROGRAMS AND GRANTS TO INDIVIDUALS FOR CHARITABLE PURPOSES.ALL GRANTS MADE TO INDIVIDUALS WILL BE MADE TO INDIVIDUALS FORNECESSITIES SUCH AS FOOD, CLOTHING, FURNITURE AND OTHER BASIC ITEMS. THE ORGANIZATION(S) AND/OR INDIVIDUAL(S) RECEIVING ASSISTANCE FROMTHIS FOUNDATION WILL BE LOCATED IN THE GREATER UNITED STATES OFAMERICA AREA.ORGANIZATIONS AND INDIVIDUALS REQUESTING ASSISTANCE WILL BE REQUIREDTO PROVIDE THE FOLLOWING INFORMATION TO ALLOW THIS FOUNDATION TO MAKEITS SELECTIONS:1. NAME AND ADDRESS OF APPLICANT2. THE PURPOSE OF THE GRANT REQUESTED.3. A ONE PAGE ESSAY ON WHY THE ORGANIZATION OR INDIVIDUAL DESERVES A GRANT4. A STATEMENT DISCLOSING ANY RELATIONSHIP (IF ANY) BETWEEN THE APPLICANT, THE ORGANIZATION'S DIRECTORS OR OFFICERS, SUBSTANTIAL CONTRIBUTOR OR FAMILY MEMBER OR A CORPORATION CONTROLLED BY A SUBSTANTIAL CONTRIBUTOR.THE APPLICATIONS MUST BE SUBMITTED PRIOR TO DECEMBER 31.THE BOARD WILL REVIEW EACH CASE THOROUGHLY IN AN OBJECTIVE,NON-DISCRIMINATORY MANNER, TO SELECT ORGANIZATIONS AND INDIVIDUALS WHOARE TRULY DESERVING. THE FOUNDATION WILL MAINTAIN RECORDS SHOWINGCASE HISTORIES FOR EACH RECIPIENT, THE PURPOSE OF THE GRANT AND THEAMOUNT OF THE GRANT. THE RECORDS WILL ALSO DEMONSTRATE HOW AND WHYTHE RECIPIENT WAS SELECTED. | MediumExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| LICENSES & FEES | $85 | $85 |
| SUPPLIES | $126 | $126 |
| TELEPHONE | $75 | $75 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $2,412 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT EXPENSE | CategoryTxt |
| Amt | $25,509 | Amt |
| Net Investment Income | $25,509 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $747 | $747 | |
| SEC 4940 TAX | $4,700 | $4,700 |