STRATEGY STUDIO / PUBLIC DATA EXPLORER

SANDNES FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
SANDNES FAMILY FOUNDATION (EIN 20-5994239)
Tax period
2012-11-01 to 2013-10-31
Filed
2014-01-29
IRS object ID
201400309349100050
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-01-29T18:40:37-06:00Timestamp
Tax Period End Date2013-10-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN954065019EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ALPERT & KINGBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11323 NEWBURY ROAD SUITE 100AddressLine1
CityNEWBURY PARKCity
StateCAState
ZIP Code91320ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-11-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN205994239EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SANDNES FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSANDNameControl
Phone6612948877Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line115810 MILL MEADOW ROADAddressLine1
CitySANTA CLARITACity
StateCAState
ZIP Code91387ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRICHARD SANDNESName
TitleTRUSTEETitle
Phone6612948877Phone
Date Signed2014-01-24DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameBRIAN E ALPERTName
PTINP00331049PTIN
Phone8053757575Phone
Date Prepared2014-01-24DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY208243FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss200000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss118InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm118InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses200118TotalRevenueAndExpenses
Total Net Investment Income118TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Other Expenses Rev And Expnss1278OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm1278OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1278TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1278TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss137750ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps137750ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss139028TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1278TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps137750TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses61090ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY147153SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY208243SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV208243SavingsAndTempCashInvstEOYFMV
Total Assets BOY147153TotalAssetsBOY
Total Assets EOY208243TotalAssetsEOY
Total Assets EOYFMV208243TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY147153RetainedEarningsBOY
Retained Earnings EOY208243RetainedEarningsEOY
Total Net Assets BOY147153TotalNetAssetsBOY
Total Net Assets EOY208243TotalNetAssetsEOY
Total Liabilities Net Assets BOY147153TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY208243TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY147153TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses61090ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal208243Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY208243TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1126500QualifyingDistributionsYear1
Noncharitable Assets Year10NoncharitableAssetsYear1
Distribution Ratio Year10.000000DistributionRatioYear1
Qualifying Distributions Year2113500QualifyingDistributionsYear2
Noncharitable Assets Year20NoncharitableAssetsYear2
Distribution Ratio Year20.000000DistributionRatioYear2
Qualifying Distributions Year342500QualifyingDistributionsYear3
Noncharitable Assets Year30NoncharitableAssetsYear3
Distribution Ratio Year30.000000DistributionRatioYear3
Qualifying Distributions Year454000QualifyingDistributionsYear4
Noncharitable Assets Year424424NoncharitableAssetsYear4
Distribution Ratio Year42.210940DistributionRatioYear4
Qualifying Distributions Year563500QualifyingDistributionsYear5
Noncharitable Assets Year50NoncharitableAssetsYear5
Distribution Ratio Year50.000000DistributionRatioYear5
Total Distribution Ratio2.210940TotalDistributionRatio
Average Distribution Ratio0.442188AverageDistributionRatio
Adjusted Noncharitable Assets0AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One0AdjNonchrtblAssetsAndOnePct
Qualifying Distributions137750QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameRICHARD AND MARIAN SANDNESBooksInCareOfPersonName
Books In Care Of Phone Number6612948877BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line115810 MILL MEADOW ROADAddressLine1
CitySANTA CLARITACity
StateCAState
ZIP Code91387ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
RICHARD SANDNES
15810 MILL MEADOW ROADSANTA CLARITACA91387PRESIDENT0.00000
MARIAN SANDNES
15810 MILL MEADOW ROADSANTA CLARITACA91387SECRETARY0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets0TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets0AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable0CashDeemedCharitable
Net Noncharitable Assets0NetNoncharitableAssets
Minimum Investment Return0MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return0MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj0DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded0DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted0DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions137750ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions137750QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions137750AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted0DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year563500ExcessDistriCarryoverYear5
Excess Distri Carryover Year452779ExcessDistriCarryoverYear4
Excess Distri Carryover Year342500ExcessDistriCarryoverYear3
Excess Distri Carryover Year2113500ExcessDistriCarryoverYear2
Excess Distri Carryover Year1126500ExcessDistriCarryoverYear1
Total Excess Distri Carryover398779TotalExcessDistriCarryover
Qualifying Distributions137750QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year0AppliedToCurrentYear
Remaining Distri From Corpus137750RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus536529TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year563500ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year473029ExcessDistriCyovToNextYear
Excess From Year452779ExcessFromYear4
Excess From Year342500ExcessFromYear3
Excess From Year2113500ExcessFromYear2
Excess From Year1126500ExcessFromYear1
Excess From Current Year137750ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVEDALLASTX75231NONE501(C)(3)CHARITABLE CONTRIBUTION$250
BOYS & GIRLS CLUB OF SANTA CLARITA VALLEY
24909 NEWHALL AVENUENEWHALLCA91321NONE501(C)(3)CHARITABLE CONTRIBUTION$41,000
CANYON THEATER GUILD
24242 SAN FERNANDO ROADNEWHALLCA91321NONE501(C)(3)CHARITABLE CONTRIBUTION$8,000
COLLEGE OF THE CANYONS FOUNDATION
26455 ROCKWELL CANYON ROADSANTA CLARITACA91355NONE501(C)(3)CHARITABLE CONTRIBUTION$75,000
CAROUSEL RANCH
34289 ROCKING HORSE ROADSANTA CLARITACA91390NONE501(C)(3)CHARITABLE CONTRIBUTION$7,000
REPERTORY EAST PLAYHOUSE
24266 MAIN STREETNEWHALLCA91321NONE501(C)(3)CHARITABLE CONTRIBUTION$2,500
SINGLE MOTHERS OUTREACH
23780 NEWHALL AVE 203SANTA CLARITACA91321NONE501(C)(3)CHARITABLE CONTRIBUTION$2,000
CHILD & FAMILY CENTER
21545 CENTRE POINT PKWYSANTA CLARITACA91350NONE501(C)(3)CHAITABLE CONTRIBUTION$2,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year137750TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Business Code522100BusinessCode
Unrelated Business Income$118UnrelatedBusinessIncomeAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$118UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA118TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualRICHARD SANDNESContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line115810 MILL MEADOW ROADAddressLine1
CitySANTA CLARITACity
StateCAState
ZIP Code91387ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions200000AggregateContributions
Person Contribution TypeXPersonContributionType

Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt

FieldValueIRS element (for citing)
ExplanationALL CASH IS HELD FOR USE AS DONATIONS TO ORGANIZED CHARTIES.Explanation

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
BANK CHARGES58580
LEGAL AND ACCOUNTING122012200

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameRICHARD AND MARIAN SANDNESPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line115810 MILL MEADOW ROADAddressLine1
CitySANTA CLARITACity
StateCAState
ZIP Code91387ZIPCode