LINDEN FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LINDEN FAMILY FOUNDATION (EIN 33-0737730)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-23
- IRS object ID
- 201311439349100011
- Schema version
- 2012v2.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-23T14:21:45-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Smith Linden & Basso LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5120 Birch Street Suite 200 | AddressLine1 |
| City | Newport Beach | City |
| State | CA | State |
| ZIP Code | 92660 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330737730 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LINDEN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LIND | NameControl |
| Phone | 9492235080 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4041 MACARTHUR BLVD | AddressLine1 |
| City | NEWPORT BEACH | City |
| State | CA | State |
| ZIP Code | 92660 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS M LINDEN | Name |
| Title | CFO | Title |
| Date Signed | 2013-05-23 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Scott H Harada | Name |
| PTIN | P00634226 | PTIN |
| Phone | 9497520660 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2613705 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 11 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 11 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 11 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 89382 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 89382 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 89382 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 86702 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 561552 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 86702 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1626 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 177721 | TotalRevenueAndExpenses |
| Total Net Investment Income | 176095 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 89393 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 2930 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2930 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 18937 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 18937 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 6293 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 807 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 5486 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 77 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 77 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 28237 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 22751 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5486 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 137060 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 137060 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 165297 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 22751 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 142546 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 12424 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 153344 | NetInvestmentIncome |
| Adjusted Net Income | 89393 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 66056 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 105784 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 105784 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2073259 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2045955 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2507921 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2139315 | TotalAssetsBOY |
| Total Assets EOY | 2151739 | TotalAssetsEOY |
| Total Assets EOYFMV | 2613705 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 2139315 | RetainedEarningsBOY |
| Retained Earnings EOY | 2151739 | RetainedEarningsEOY |
| Total Net Assets BOY | 2139315 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2151739 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2139315 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2151739 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2139315 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 12424 | ExcessOfRevenueOverExpenses |
| Subtotal | 2151739 | Subtotal |
| Total Net Assets Fund Balances EOY | 2151739 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 86702 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -4589 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 134739 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2498787 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05392 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 89700 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2079789 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04313 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 88099 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1299661 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.06779 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 80900 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1115665 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.07251 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 58600 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1204907 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04863 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.28598 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05720 | AverageDistributionRatio |
| Net Noncharitable Assets | 2514902 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 143845 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1533 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 145378 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 142546 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3067 | InvestmentIncomeExciseTax |
| Subtotal | 3067 | Subtotal |
| Tax Based On Investment Income | 3067 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2720 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 3483 | TaxPaidWithExtension |
| Total Credits And Payments | 6203 | TotalCreditsAndPayments |
| Overpayment | 3136 | Overpayment |
| Amount Credited To Next Year | 3136 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS M LINDEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9492235080 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4041 MACARTHUR BLVD | AddressLine1 |
| City | NEWPORT BEACH | City |
| State | CA | State |
| ZIP Code | 926602511 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| MARGARET SMITH | ||||||
| 4041 MACARTHUR BLVD SUITE 350 | NEWPORT BEACH | CA | 92660 | Vice President | 0.00 | 0 |
| CHRISTINA STONEY | ||||||
| 4041 MACARTHUR BLVD SUITE 350 | NEWPORT BEACH | CA | 92660 | Secretary | 0.00 | 0 |
| THOMAS M LINDEN | ||||||
| 4041 MACARTHUR BLVD SUITE 350 | NEWPORT BEACH | CA | 92660 | CFO | 0.00 | 0 |
| KELLY J WALKER | ||||||
| 4041 MACARTHUR BLVD SUITE 350 | NEWPORT BEACH | CA | 92660 | President | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTS FOR MEDICAL/ RESEARCH | Description1 |
| Expenses1 | 0 | Expenses1 |
| Description2 | GRANTS FOR EDUCATION | Description2 |
| Description3 | GRANTS TO CHARITABLE ORGANIZATIONS | Description3 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2472830 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 80370 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2553200 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 2553200 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 38298 | CashDeemedCharitable |
| Net Noncharitable Assets | 2514902 | NetNoncharitableAssets |
| Minimum Investment Return | 125745 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 125745 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3067 | TaxBasedOnInvestmentIncome |
| Total Tax | 3067 | TotalTax |
| Distributable Amount Before Adj | 122678 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 122678 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 122678 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 142546 | ExpensesAndContributions |
| Qualifying Distributions | 142546 | QualifyingDistributions |
| Adj Qualifying Distributions | 142546 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 122678 | DistributableAmountAsAdjusted |
| Qualifying Distributions | 142546 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 122678 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 19868 | RemainingDistriFromCorpus |
| Total Corpus | 19868 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 19868 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 19868 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ROOM TO READ | ||||||
| 111 SUTTER STREET 16TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | EDUCATION | $5,000 |
| TEDDY BEAR CANCER FOUNDATION | ||||||
| 133 EAST DE LA GUERRA ST 163 | SANTA BARBARA | CA | 93101 | NONE | CHARITABLE | $10,000 |
| AWARENESS CAMBODIA USA | ||||||
| PO BOX 74385 | SAN CLEMENTE | CA | 92673 | NONE | CHARITABLE | $7,760 |
| DIRECT RELIEF INTERNATIONAL | ||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | NONE | CHARITABLE | $10,000 |
| STORYTELLER | ||||||
| 2121 DE LA VINA STREET | SANTA BARBARA | CA | 93105 | NONE | EDUCATION | $15,000 |
| ALZHEIMER'S FAMILY SERVICES | ||||||
| 9451 INDIANAPOLIS AVENUE | HUNTINGTON BEACH | CA | 92646 | NONE | CHARITABLE | $15,000 |
| ORANGEWOOD CHILDREN'S FOUNDATION | ||||||
| 1575 E 17TH STREET | SANTA ANA | CA | 92705 | NONE | CHARITABLE | $10,000 |
| LAUREL HOUSE | ||||||
| 13722 FAIRMONT WAY | TUSTIN | CA | 92780 | NONE | CHARITABLE | $5,000 |
| PAINTED TURTLE | ||||||
| 1300 4TH STREET STE 300 | SANTA MONICA | CA | 90401 | NONE | MEDICAL AID | $15,000 |
| GOODWILL INDUSTRIES | ||||||
| 410 North Fairview Street | SANTA ANA | CA | 92703 | NONE | CHARITABLE | $10,000 |
| FOREST HOME CONFERENCE CTR | ||||||
| 40000 VALLEY OF THE FALLS DRIVE | FOREST FALLS | CA | 92339 | NONE | RELIGIOUS | $16,900 |
| CHILDRENS HOSPITAL OF OC | ||||||
| 455 S MAIN STREET | ORANGE | CA | 92668 | NONE | MEDICAL RESEARCH | $17,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 137060 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $11 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $89,382 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 1626 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 1 | ExclusionCode |
| Exclusion | -$4,589 | ExclusionAmount |
| Related Or Exempt Function Income | 91291 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $84,804 | ExclusionAmount |
| Related Or Exempt Function Income | 92917 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 177721 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $2,930 | Amount |
| Net Investment Income | 2930 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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. | Explanation |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| TELEPHONE | 17 | 17 |
| LICENSES & FEES | 60 | 60 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | 1626 | RevenueAndExpensesPerBooks |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT EXPENSE | Category |
| Amount | $18,937 | Amount |
| Net Investment Income | 18937 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| SEC 4940 TAX | $5,486 | 5486 | |
| FOREIGN TAXES | $807 | 807 |