THE ALLISON LEE CONDIT FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE ALLISON LEE CONDIT FOUNDATION (EIN 77-0549288)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-02-24
IRS object ID
202330559349100413
Schema version
2022v4.1
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)
Return2023-02-24T13:26:57-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941668792PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PETRINOVICH PUGH & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1333 WEST SANTA CLARA ST 800AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP951131716ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770549288EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ALLISON LEE CONDIT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALLIBusinessNameControlTxt
Phone8314761011PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 DEBERNARDO LANEAddressLine1Txt
CityAPTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95003ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROSS CONDITPersonNm
Person TitleOFFICERPersonTitleTxt
Phone8313459016PhoneNum
Signature2023-02-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROSSPersonFirstNm
Person LastCONDITPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID DOOLINPreparerPersonNm
PTINP00768562PTIN
Phone4082877911PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$285,252FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$8,583DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,583DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$12,583TotalRevAndExpnssAmt
Total Net Invst Incm$8,583TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$950AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$20TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$20TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$970TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$970TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,970TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,970TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,613ExcessRevenueOverExpensesAmt
Net Investment Income$8,583NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,564SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,177SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,177SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$120,940CorporateStockBOYAmt
Corporate Stock EOY$120,940CorporateStockEOYAmt
Corporate Stock EOYFMV$280,075CorporateStockEOYFMVAmt
Total Assets BOY$124,504TotalAssetsBOYAmt
Total Assets EOY$126,117TotalAssetsEOYAmt
Total Assets EOYFMV$285,252TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$124,504RetainedEarningBOYAmt
Retained Earning EOY$126,117RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$124,504TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$126,117TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$124,504TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$126,117TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$124,504TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,613ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$126,117SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$126,117TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$119InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$119SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$119TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$119TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROSS CONDITIndividualWithBooksNm
Phone8314761011PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1150 DEBERNARDO LNAddressLine1Txt
CityAPTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95003ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonROSS CONDITPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 DEBERNARDO LANEAddressLine1Txt
CityAPTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP950032738ZIPCd
FieldValueIRS element (for citing)
TitleOFFICERTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$291,213AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,371AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$295,584TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$295,584AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,434CashDeemedCharitableAmt
Net Vl Noncharitable Assets$291,150NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,558MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,558MinimumInvestmentReturnAmt
Tax Based On Investment Income$119TaxBasedOnInvestmentIncomeAmt
Total Tax$119TotalTaxAmt
Distributable Before Adj$14,439DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$14,439DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$14,439DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,970ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$10,970QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,439DistributableAsAdjustedAmt
Undistributed Income PY$3,127UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$10,970QualifyingDistributionsAmt
Applied To Year1$3,127AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,843AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$6,596UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROSS CONDITRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1150 DEBERNARDO LNAddressLine1Txt
CityAPTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP950032738ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8314761011RecipientPhoneNum
Form And Info And MaterialsLETTER OF REQUEST; IRS QUALIFICATION LETTER; PURPOSEFormAndInfoAndMaterialsTxt
Submission Deadlines90 DAYS PRIOR TO NEEDSSubmissionDeadlinesTxt
Restrictions On AwardsHANDICAPPED CHILDREN & ADULTS NEEDSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CABRILLO COLLEGE STROKE CENTER
6767 SOQUEL DRAPTOSCA95003NONE501(C)(3)TO SUPPORT THE EDUCATIONAL PROGRAM OFFERRED FOR ADULTS WHO HAVE SURVIVED A STROKE OR ARE LIVING WITH DISABLING CONDITIONS.$1,000
HOPE SERVICES
220 LINCOLN STREETSANTA CRUZCA95060NONE501(C)(3)TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$500
LIFE SERVICES ALTERNATIVES
1922 THE ALAMEDASAN JOSECA95126NONE501(C)(3)COMMUNITY LIVING PROGRAMS FOR ADULTS WITH DEVELOPMENTAL DISABILITIES.$5,000
THE PINK FLAMINGO (SPINAL CORD SOCIETY)
115 SOUTHWOOD DRSCOTTS VALLEYCA95066NONE501(C)(3)TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$500
SPECIAL NEEDS PARENTS INFORMATION NETWORK
PO BOX 2367SANTA CRUZCA95063NONE501(C)(3)TO PROVIDE SUPPORT FOR PARENTS OF CHILDREN WITH SPECIAL NEEDS.$500
VISTA CENTER
2500 EL CAMINO REAL SUITE 100PALO ALTOCA94306NONE501(C)(3)TO PROVIDE REHABILITATIVE SERVICES FOR THE BLIND AND VISUALLY IMPAIRED.$1,500
SHARED ADVENTURES
9065 SOQUEL DRAPTOSCA95003NONE501(C)(3)TO PROVIDE OPPORTUNITIES FOR SOCIAL AND RECREATIONAL INTERACTION FOR DISABLED PEOPLE.$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,583ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$8,583ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,583TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$950Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$950DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$120,940EOYBookValueAmt
EOYFMV$280,075EOYFMVAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonROSS SUSAN CONDITPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 DEBERNARDO LNAddressLine1Txt
CityAPTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP950032738ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES & LICENSESCategoryTxt
Amt$20Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$20DisbursementsCharitablePrpsAmt

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