BRUCE LINDORF MEMORIAL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE LINDORF MEMORIAL FOUNDATION (EIN 23-7061702)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-09-30
- IRS object ID
- 202202739349100805
- Schema version
- 2020v4.1
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-30T10:10:46-07:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Steven K Hortin CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5255 N Edgewood Dr | AddressLine1Txt |
| City | Provo | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237061702 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bruce Lindorf Memorial Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRUC | BusinessNameControlTxt |
| Phone | 8014260633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 West Center 604 | AddressLine1Txt |
| City | Orem | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84057 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD S LINDORF | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8014260633 | PhoneNum |
| Signature | 2022-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RONALD | PersonFirstNm |
| Person Last | LINDORF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN K HORTIN | PreparerPersonNm |
| PTIN | P00428152 | PTIN |
| Phone | 8013748740 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,502,548 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $60,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $47 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $47 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $353,483 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $353,483 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $353,483 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $96,194 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $24,808 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | -$24,446 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$24,446 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$24,446 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $389,084 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $425,278 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $353,892 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $17,625 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $17,625 | OthEmplSlrsWgsAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,970 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $4,970 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $29,799 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $29,799 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $28,769 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,769 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $28,769 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $81,163 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,769 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $81,163 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $362,956 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $362,956 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $444,119 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,769 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $81,163 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $362,956 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$55,035 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $396,509 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $272,729 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$86,383 | CashBOYAmt |
| Cash EOY | $126,733 | CashEOYAmt |
| Cash EOYFMV | $126,733 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $762,958 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $864,711 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $865,839 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $377,262 | CorporateStockBOYAmt |
| Corporate Stock EOY | $513,134 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $485,075 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,585,263 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,134,422 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,443,874 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $1,539,396 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,581,027 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,581,027 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,178,496 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,220,027 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,502,548 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,526 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $11,898 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,526 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,898 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,166,970 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,208,129 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,166,970 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,208,129 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,178,496 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,220,027 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,166,970 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$55,035 | ExcessRevenueOverExpensesAmt |
| Other Increases | $96,194 | OtherIncreasesAmt |
| Subtotal | $5,208,129 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,208,129 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RBC 40304 SEE 8949 DTMT | P | 2020-01-01 | 2021-11-30 | $1,775,665 | $0 | $1,697,200 | $78,465 | $0 | $0 | $0 | $78,465 |
| RBC 11378 SEE 8949 STMT | P | 2020-01-01 | 2021-11-30 | $824,250 | $0 | $850,000 | -$25,750 | $0 | $0 | $0 | -$25,750 |
| RBC CAP GAIN DIST 11383 | P | 2020-01-01 | 2021-11-30 | $2,885 | $0 | $0 | $2,885 | $0 | $0 | $0 | $2,885 |
| TDA 4896 ST | P | 2021-01-01 | 2021-11-30 | $645,656 | $0 | $621,043 | $24,613 | $0 | $0 | $0 | $24,613 |
| TDA 4896 LT | P | 2020-01-01 | 2021-11-30 | $13,109 | $0 | $6,059 | $7,050 | $0 | $0 | $0 | $7,050 |
| PARAGON INCOME FUND K-1 ST | P | 2021-01-01 | 2021-11-30 | $195 | $0 | $0 | $195 | $0 | $0 | $0 | $195 |
| PARAGON INCOME FUND K-1 LT | P | 2020-01-01 | 2021-11-30 | $7,116 | $0 | $0 | $7,116 | $0 | $0 | $0 | $7,116 |
| AT&T SHARE DONATED | D | 2018-01-01 | 2020-12-16 | $136,620 | $0 | $135,000 | $1,620 | $0 | $0 | $0 | $1,620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $96,194 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $24,808 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,511 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,511 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,511 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$20,000 | OriginalReturnOverpaymentAmt |
| Overpayment | $14,489 | OverpaymentAmt |
| Applied To ES Tax | $5,520 | AppliedToESTaxAmt |
| Refund | $8,969 | RefundAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | Greg Graul | IndividualWithBooksNm |
| Phone | 8014264366 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 West Center 604 | AddressLine1Txt |
| City | Orem | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84057 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| Ronald S Lindorf | ||||||||
| 51 W Center 604 | Orem | UT | 84057 | President | 5.00 | $0 | $0 | $0 |
| Terri Lindorf | ||||||||
| 51 W Center 604 | Orem | UT | 84057 | Secretary | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,687,185 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,175 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,560,211 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,267,571 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,267,571 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,014 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,188,557 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $259,428 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $259,428 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,511 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,511 | TotalTaxAmt |
| Distributable Before Adj | $253,917 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $253,917 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $253,917 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $362,956 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $362,956 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $362,956 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $253,917 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,243,637 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $614,218 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $133,294 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $66,810 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,922,091 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,122,195 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $362,956 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $362,956 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,485,151 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $614,218 | PriorYearUndistributedIncmAmt |
| Taxable1 | $614,218 | Taxable1Amt |
| Taxable2 | $2,243,637 | Taxable2Amt |
| Undistributed Income CY | $253,917 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,485,151 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $133,294 | ExcessFromYear3Amt |
| Excess From Year2 | $66,810 | ExcessFromYear2Amt |
| Excess From Year1 | $1,922,091 | ExcessFromYear1Amt |
| Excess From Current Year | $362,956 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Ronald Lindorf | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 West Center 604 | AddressLine1Txt |
| City | Orem | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8014264366 | RecipientPhoneNum |
| Form And Info And Materials | by mail only | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | April 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | Principally funds Lyme Disease research and education, also supporting educational institutions | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LDS Church Mission Funds | ||||||
| 47 E SO TEMPLE ST | SALT LAKE CITY | UT | 84150 | PC501(c)(3) | Charitable | $24,500 |
| Called 2 Serve Foundation | ||||||
| 1095 N Mountain Ridge Rd | Provo | UT | 84604 | PC501(c)(3) | Educational | $15,000 |
| Brigham Young University | ||||||
| A-41 ASB | Provo | UT | 84602 | 501(c)(3) | Medical research | $70,150 |
| Charity Vision | ||||||
| 3210 N Canyon Rd | Provo | UT | 84604 | PC501(c)(3) | medical assistance | $100,000 |
| Brigham Young University | ||||||
| A-41 ASB | Provo | UT | 84602 | PC501(c)(3) | Scholarships | $2,986 |
| Lyme DiseaseOrg | ||||||
| PO Box 1352 | Chico | CA | 95927 | PC501(c)(3) | Educational | $136,620 |
| LDS Church fast offerings | ||||||
| 600 N 300 E | Orem | UT | 84057 | PC501(c)(3) | Charitable | $9,000 |
| Brigham Young Univ Idaho | ||||||
| 525 S Center St | Rexburg | ID | 83460 | PC501(c)(3) | Education | $4,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $362,956 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | none | Desc |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | private equity fund business loss | Desc |
| Business | 424000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$24,446 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$24,446 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$24,446 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1 | Direct support of basic medical reasearch, creastion of Lyme |
| 1 | disease data base. Other relaigious and charitable donations. |
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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | investment cust fees | Desc |
| Revenue And Expenses Per Books | $28,769 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $28,769 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $28,769 | AdjustedNetIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARAGON FUND BUS LOSS | Desc |
| Revenue And Expenses Per Books | -$24,446 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$24,446 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$24,446 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAINS | Desc |
| Amt | $96,194 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Federal excise tax | $28,276 | $28,276 |
| state investment tax | $563 | $563 |
| Travel | $38 | $38 |
| Telephone | $26 | $26 |
| foreign taxes | $311 | $311 |
| research contractor | $575 | $575 |
| bank charges | $10 | $10 |
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