BETA

GIVE2LIVE: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
GIVE2LIVE (EIN 35-2431650)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-16
IRS object ID
202211369349102296
Schema version
2021v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-16T13:12:12-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760229852PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DRDA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11120 BAY AREA BLVDAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770582502ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN352431650EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GIVE2LIVEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGIVEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1430 RIDGE LANEAddressLine1Txt
CityALPINECityNm
State AbbreviationUTStateAbbreviationCd
ZIP84004ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT N WELLMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2022-05-14SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastWELLMANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHERYL SIEMEN KOTZEN CPAPreparerPersonNm
PTINP01075090PTIN
Phone2814882022PhoneNum
Preparation2022-05-16PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$19,264FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,616DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,616DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,998NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9,671GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,998CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$9,614TotalRevAndExpnssAmt
Total Net Invst Incm$9,614TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,195AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$77TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$820OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,092TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,875ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,875ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,967TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,875TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$353ExcessRevenueOverExpensesAmt
Net Investment Income$9,614NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$17,920CashBOYAmt
Cash EOY$19,264CashEOYAmt
Cash EOYFMV$19,264CashEOYFMVAmt
Other Investments BOY$88,161OtherInvestmentsBOYAmt
Other Investments EOY$94,143OtherInvestmentsEOYAmt
Total Assets BOY$106,081TotalAssetsBOYAmt
Total Assets EOY$113,407TotalAssetsEOYAmt
Total Assets EOYFMV$19,264TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$106,081NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$113,407NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$106,081TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$113,407TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$106,081TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$113,407TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$106,081TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$353ExcessRevenueOverExpensesAmt
Other Increases$7,679OtherIncreasesAmt
Subtotal$113,407SubtotalAmt
Tot Net Ast Or Fund Balances EOY$113,407TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyNATIONAL FINANCIAL SERVICES LLCPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$3,196GrossSalesPriceAmt
Cost Or Other Basis$2,673CostOrOtherBasisAmt
Gain Or Loss$523GainOrLossAmt
Gains Minus Excess Or Losses$523GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$6,998CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$523NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$134InvestmentIncomeExciseTaxAmt
Subtotal$134SubtotalAmt
Tax Based On Investment Income$134TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$134ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$134TotalPaymentsAndCreditsAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT N WELLMANIndividualWithBooksNm
Phone8013692676PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1430 RIDGE LANEAddressLine1Txt
Address Line2430 RIDGE LANEAddressLine2Txt
CityALPINECityNm
State AbbreviationUTStateAbbreviationCd
ZIP84004ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12013UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT N WELLMAN
430 RIDGE LANEALPINEUT84004PRESIDENT000.00$0$0$0
TIFFANY D WELLMAN
430 RIDGE LANEALPINEUT84004VP000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$91,722AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,163AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$110,885TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$110,885AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,663CashDeemedCharitableAmt
Net Vl Noncharitable Assets$109,222NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,461MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,461MinimumInvestmentReturnAmt
Tax Based On Investment Income$134TaxBasedOnInvestmentIncomeAmt
Total Tax$134TotalTaxAmt
Distributable Before Adj$5,327DistributableBeforeAdjAmt
Distributable Before Ded$5,327DistributableBeforeDedAmt
Distributable As Adjusted$5,327DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,875ExpensesAndContributionsAmt
Qualifying Distributions$7,875QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,327DistributableAsAdjustedAmt
Undistributed Income PY$1UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Total For Prior Years$1,234TotalForPriorYearsAmt
Qualifying Distributions$7,875QualifyingDistributionsAmt
Applied To Year1$1AppliedToYear1Amt
Applied To Current Year$5,327AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,547RemainingDistriFromCorpusAmt
Total Corpus$2,547TotalCorpusAmt
Prior Year Undistributed Incm$1,234PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$1,234PriorYearDeficiencyOrTaxAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,547ExcessDistriCyovToNextYrAmt
Excess From Current Year$2,547ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALPINE FOUNDATION
375 NORTH 100 EASTAMERICAN FORKUT84003SUPPORT LOCAL EDUCATION SYSTEM$3,000
CHURCH OF JESUS CHRIST LATTER DAY
50 EAST NORTH TEMPLE STSALT LAKE CITYUT84150MISSIONARY FUND/HUMANITARIAN AID$2,000
THANKSGIVING POINT ORGANIZATION
3003 N THANKSGIVING WAYLEHIUT84043CULTIVATE FAMILY LEARNING$275
THE YOUNIQUE FOUNDATION
4101 N THANKSGIVING WAYLEHIUT84043SUPPORT COUNSELING FROM SEXUAL ABUSE$500
THE RACHEL COVEY FOUNDTATION
1141 EAST WATKINS LANEALPINEUT84004BUILD HOPE & CONFIDENCE IN FEMALES$2,100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,875TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,616ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,998ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,614ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,614TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,195Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmt
ROYAL ALLIANCE/NATL FINANCIAL SERVFMV$59,131
SILA REALTY TRUST INCFMV$35,012

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
INVESTMENT FEES$820

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
NONDIVIDEND DISTRIBUTIONS$1,507
UNREALIZED GAIINS$6,172

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
TAXES$73
FOREIGN TAX$4

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