THE LG ANDERSON FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE LG ANDERSON FAMILY FOUNDATION INC (EIN 32-0188283)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-23
- IRS object ID
- 202432059349100913
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-23T19:04:34-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941481988 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10100 TRINITY PARKWAYSTE 310 | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320188283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE L G ANDERSON FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LGAN | BusinessNameControlTxt |
| Phone | 2093677600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2440 BERT DRIVE BLDG 200 SUITE 20 | AddressLine1Txt |
| City | HOLLISTER | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHLEIGH ANDERSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2093677600 | PhoneNum |
| Signature | 2024-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ASHLEIGH | PersonFirstNm |
| Person Last | ANDERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL E PHELPS | PreparerPersonNm |
| PTIN | P00045985 | PTIN |
| Phone | 2094731040 | PhoneNum |
| Preparation | 2024-07-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,887,135 | 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 | $202 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $202 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $53,480 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,480 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,110 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $171,110 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,110 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $79,792 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,792 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $34,767 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $34,767 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,025 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,025 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,963 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,613 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,058 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,058 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,838 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,025 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $48,463 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $117,438 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,025 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $116,063 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,646 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,767 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,254 | CashBOYAmt |
| Cash EOY | $29,605 | CashEOYAmt |
| Cash EOYFMV | $29,605 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $105,154 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $389,253 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $389,253 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $1,170,529 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $669,676 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $679,732 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $531,307 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $696,221 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $787,702 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $843 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $843 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,823,244 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,785,598 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,887,135 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,823,244 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,785,598 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,823,244 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,785,598 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,823,244 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,785,598 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,823,244 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,646 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,785,598 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,785,598 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UST NOTE | P | 2022-06-13 | 2023-12-15 | $150,000 | $150,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $21,110 | $21,110 | $21,110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,110 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,025 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,025 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,025 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $240 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,340 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $8 | EsPenaltyAmt |
| Overpayment | $307 | OverpaymentAmt |
| Applied To ES Tax | $307 | 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 | 0 | 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 | HEIDI TERRILL | IndividualWithBooksNm |
| Phone | 2093677600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1420 SOUTH MILLS AVENUE STE E | AddressLine1Txt |
| City | LODI | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95242 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| ASHLEIGH ANDERSON | ||||||||
| 1420 S MILLS AVENUE SUITE E | LODI | CA | 95242 | EXECUTIVE DIRECTOR | 30.00 | $34,767 | $0 | $0 |
| LARRY W ANDERSON | ||||||||
| 1420 S MILLS AVENUE SUITE E | LODI | CA | 95242 | PRESIDENT/DIRECTOR | 3.00 | $0 | $0 | $0 |
| JAMES R ANDERSON | ||||||||
| 2440 BERT DRIVE BLDG 200 STE 201 | HOLLISTER | CA | 95023 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| GEORGEANN M ANDERSON | ||||||||
| 1420 S MILLS AVENUE SUITE E | LODI | CA | 95242 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MICHAEL C ANDERSON | ||||||||
| 2440 BERT DRIVE BLDG 200 STE 201 | HOLLISTER | CA | 95023 | CFO/TREASURER | 1.00 | $0 | $0 | $0 |
| CRAIG BARTON | ||||||||
| 1420 S MILLS AVENUE SUITE E | LODI | CA | 95242 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GINA WALDRON | ||||||||
| 2440 BERT DRIVE BLDG 200 STE 201 | HOLLISTER | CA | 95023 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,542,451 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $302,782 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,845,233 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,845,233 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,678 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,817,555 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,878 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,878 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,025 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,025 | TotalTaxAmt |
| Distributable Before Adj | $89,853 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $89,853 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $89,853 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $116,063 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $116,063 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $89,853 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $70,834 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $116,063 | QualifyingDistributionsAmt |
| Applied To Year1 | $70,834 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,229 | 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 | $44,624 | 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 | LARRY W ANDERSON | ContributingManagerNm |
| Contributing Manager | GEORGEANN M ANDERSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BENITOLINK | ||||||
| 829 SAN BENITO ST 200 | HOLLISTER | CA | 95023 | PUBLIC CHARITY | CHARITABLE | $3,500 |
| BREAST CANCER ASST GROUP | ||||||
| PO BOX 221582 | CARMEL | CA | 93922 | PUBLIC CHARITY | CHARITABLE | $500 |
| COMMUNITY FOUNDATION OF SAN BENITO COUNTY | ||||||
| 829 SAN BENITO ST 200 | HOLLISTER | CA | 95023 | PUBLIC CHARITY | CHARITABLE | $3,750 |
| FRIENDS OF LOS BANOS LIBRARY | ||||||
| PO BOX 2343 | LOS BANOS | CA | 93635 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| LODI HOUSE | ||||||
| 801 S WASHINGTON ST | LODI | CA | 95240 | PUBLIC CHARITY | CHARITABLE | $10,400 |
| LOS BANOS VOLUNTEER FIREFIGHTERS | ||||||
| 333 7TH STREET | LOS BANOS | CA | 93635 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| POLICE ACTIVITIES LEAGUE | ||||||
| 945 5TH STREET | LOS BANOS | CA | 93635 | PUBLIC CHARITY | CHARITABLE | $4,000 |
| SAINT DUNSTAN'S | ||||||
| 28005 ROBINSON CANYON RD | CARMEL VALLEY | CA | 93923 | PUBLIC CHARITY | CHARITABLE | $2,100 |
| SAN BENITO COUNTY ARTS COUNCIL | ||||||
| PO BOX 692 | HOLLISTER | CA | 95024 | PUBLIC CHARITY | CHARITABLE | $11,000 |
| THE SALVATION ARMY LODI CORPS | ||||||
| PO BOX 1388 | LODI | CA | 95240 | PUBLIC CHARITY | CHARITABLE | $500 |
| UNITED WAY OF SAN BENITO COUNTY | ||||||
| PO BOX 186 | HOLLISTER | CA | 95024 | PUBLIC CHARITY | CHARITABLE | $3,000 |
| YORK SCHOOL | ||||||
| 9501 YORK ROAD | MONTEREY | CA | 93940 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| SAN BENITO AGRICULTURAL LAND TRUST | ||||||
| PO BOX 145 | SAN JUAN BAUTISTA | CA | 95045 | PUBLIC CHARITY | CHARITABLE | $100 |
| YOUTH ALLIANCE | ||||||
| 310 FOURTH STREET STE 101 | HOLLISTER | CA | 95023 | PUBLIC CHARITY | CHARITABLE | $4,000 |
| TULARCITOS ELEMENTARY PTO | ||||||
| 35 FORD ROAD | CARMEL VALLEY | CA | 93924 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| SAN BENITO COUNTY CHAMBER OF COMMERCE FOUNDATION | ||||||
| 243 6TH ST SUITE 100 | HOLLISTER | CA | 95023 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| NATIONAL CHILD SAFETY COUNCIL | ||||||
| PO BOX 1368 | JACKSON | MI | 49204 | PUBLIC CHARITY | CHARITABLE | $200 |
| LOS BANOS HIGH SCHOOL | ||||||
| 1314 SIXTH STREET | LOS BANOS | CA | 93635 | PUBLIC CHARITY | CHARITABLE | $250 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 100 BUST ST DUITE 850 | SAN FRANCISCO | CA | 94104 | PUBLIC CHARITY | CHARITABLE | $500 |
| FIRST TEE MONTEREY COUNTY | ||||||
| 1551 BEACON HILL DRIVE | SALINAS | CA | 93905 | PUBLIC CHARITY | CHARITABLE | $1,350 |
| GABILAN CHAPTER SENECA | ||||||
| PO BOX 324 | TRES PINOS | CA | 95075 | PUBLIC CHARITY | CHARITABLE | $500 |
| MAUI UNITED WAY | ||||||
| PO BOX 275 | KAHULUI | HI | 96733 | PUBLIC CHARITY | CHARITABLE | $2,500 |
| FIRST BAPTIST CHURCH | ||||||
| 3535 N EL DORADO ST | STOCKTON | CA | 95204 | PUBLIC CHARITY | CHARITABLE | $500 |
| LOS BANOS AMERICAN LEGION AND VFW | ||||||
| PO BOX 2131 | LOS BANOS | CA | 93635 | PUBLIC CHARITY | CHARITABLE | $250 |
| ST ANNE'S CATHOLIC SCHOOL | ||||||
| 200 S PLEASANT AVE | LODI | CA | 95240 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| HAWAII COMMUNITY FOUNDATION | ||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | PUBLIC CHARITY | CHARITABLE | $2,500 |
| MAUI FOOD BANK | ||||||
| 760 KOLU STREET | WAILUKU | HI | 96793 | PUBLIC CHARITY | CHARITABLE | $2,500 |
| LEGACY OF ALOHA | ||||||
| 225 W PLAZA STREET 300 | SOLANA BEACH | CA | 92075 | PUBLIC CHARITY | CHARITABLE | $2,500 |
| CHARLESTON PARENT-TEACHER CLUB | ||||||
| 18463 CHARLESTON RD | LOS BANOS | CA | 93635 | PUBLIC CHARITY | CHARITABLE | $250 |
| PARKINSONS'S FOUNDATION | ||||||
| 200 SE 1ST STREEK SUITE 800 | MIAMI | FL | 33131 | PUBLIC CHARITY | CHARITABLE | $200 |
| MISSION SAN BAUTISTA | ||||||
| 406 SECOND STREET | SAN JUAN BAUTISTA | CA | 95045 | PUBLIC CHARITY | CHARITABLE | $500 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM (AFMDA) | ||||||
| 20 W 36TH STREET SUTE 1100 | NEW YORK | NY | 10018 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| MARTHA'S KITCHEN | ||||||
| 311 WILLOW ST | SAN JOSE | CA | 95110 | PUBLIC CHARITY | CHARITABLE | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,600 | 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 | $202 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,480 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,110 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $5,000 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,000 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $74,792 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,792 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,050 | Amt |
| Net Investment Income | $1,025 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,025 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | U.S TREASURY BILLS/NOTES | BondNm |
| EOY Book Value | $669,676 | EOYBookValueAmt |
| EOYFMV | $679,732 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GOTHAM IDK PLS N | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $696,221 | BookValueAmt |
| EOYFMV | $787,702 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INTEREST RECEIVABLE | Desc |
| EOY Book Value | $843 | EOYBookValueAmt |
| EOYFMV | $843 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $550 | $0 | $550 |
| MISCELLANOUS | $508 | $0 | $508 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $5,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $5,000 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REGISTRY OF CHARITABLE TRUSTS - FEES | $25 | $0 | $25 |
| FEDERAL EXCISE TAX | $350 | $0 | $0 |
| PAYROLL TAXES | $9,588 | $0 | $9,588 |
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