THE LG ANDERSON FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE LG ANDERSON FAMILY FOUNDATION INC (EIN 32-0188283)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202221369349105037
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T16:45:10-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | LARRY ANDERSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2093677600 | PhoneNum |
| Signature | 2022-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LARRY | PersonFirstNm |
| Person Last | ANDERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL E PHELPS | PreparerPersonNm |
| PTIN | P00045985 | PTIN |
| Phone | 2094731040 | PhoneNum |
| Preparation | 2022-05-13 | PreparationDt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $1,902,488 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $247 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $247 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,997 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,997 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,932 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $152,957 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,932 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,053,176 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,176 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $737 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $738 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $26 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,501 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $763 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $738 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,725 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,725 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,226 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $763 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,463 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,006,950 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,413 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,550 | CashBOYAmt |
| Cash EOY | $17,550 | CashEOYAmt |
| Cash EOYFMV | $17,550 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $828,285 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,447,903 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,447,903 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $402,353 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $437,035 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $845,835 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,867,806 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,902,488 | 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 | $845,835 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,867,806 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $845,835 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,867,806 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $845,835 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,867,806 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $845,835 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,006,950 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,021 | OtherIncreasesAmt |
| Subtotal | $1,867,806 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,867,806 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| GOTHAM IDX PLS CL N | 2020-12-11 | 2021-04-21 | $1,114 | $857 | $257 | $257 | |
| GOTHAM IDX PLS CL N | 2019-03-11 | 2021-04-21 | $131,519 | $101,168 | $30,351 | $30,351 | |
| CAPITAL GAINS DIVIDENDS | 2021-12-31 | 2021-12-31 | $20,324 | $20,324 | $20,324 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,932 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $729 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $729 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $729 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $746 | TaxDueAmt |
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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| LARRY W ANDERSON | ||||||||
| 1420 SOUTH MILLS AVENUE SUITE E | LODI | CA | 95242 | PRESIDENT/CFO | 3.00 | $0 | $0 | $0 |
| GEORGEANN M ANDERSON | ||||||||
| 1420 SOUTH MILLS AVENUE SUITE E | LODI | CA | 95242 | VICE-PRESIDENT/SECRETARY | 3.00 | $0 | $0 | $0 |
| JAMES R ANDERSON | ||||||||
| 1420 SOUTH MILLS AVENUE SUITE E | LODI | CA | 95242 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL C ANDERSON | ||||||||
| 1420 SOUTH MILLS AVENUE SUITE E | LODI | CA | 95242 | 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 | $303,294 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $655,175 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $958,469 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $958,469 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,377 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $944,092 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,205 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,205 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $729 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $729 | TotalTaxAmt |
| Distributable Before Adj | $46,476 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,476 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,476 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,463 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $45,463 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,476 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $40,211 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,463 | QualifyingDistributionsAmt |
| Applied To Year1 | $40,211 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,252 | 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 | $41,224 | 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 (25 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 | $1,000 |
| BREAST CANCER ASST GROUP | ||||||
| PO BOX 221582 | CARMEL | CA | 93922 | PUBLIC CHARITY | CHARITABLE | $125 |
| COMMUNITY FOUNDATION OF SAN BENITO | ||||||
| 829 SAN BENITO ST 200 | HOLLISTER | CA | 95023 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| FOOD BANK FOR MONTEREY COUNTY | ||||||
| 353 WEST ROSSI STREET | SALINAS | CA | 93907 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| FRIENDS OF LOS BANOS LIBRARY | ||||||
| PO BOX 2343 | LOS BANOS | CA | 93635 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| KOPS FOR KIDS | ||||||
| 945 5TH STREET | LOS BANOS | CA | 93635 | PUBLIC CHARITY | CHARITABLE | $2,500 |
| LODI HOUSE | ||||||
| 801 S WASHINGTON ST | LODI | CA | 95240 | PUBLIC CHARITY | CHARITABLE | $10,100 |
| LOS BANOS VOLUNTEER FIREFIGHTERS | ||||||
| 333 7TH STREET | LOS BANOS | CA | 93635 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| POLICE ACTIVITIES LEAQUE | ||||||
| 945 5TH STREET | LOS BANOS | CA | 93635 | PUBLIC CHARITY | CHARITABLE | $1,500 |
| SAINT DUNSTAN'S | ||||||
| 28005 ROBINSON CANYON RD | CARMEL VALLEY | CA | 93923 | PUBLIC CHARITY | CHARITABLE | $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 | $3,750 |
| 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 | $250 |
| YOUTH ALLIANCE | ||||||
| 310 FOURTH STREET STE 101 | HOLLISTER | CA | 95023 | PUBLIC CHARITY | CHARITABLE | $4,250 |
| TULARCITOS ELEMENTARY PTO | ||||||
| 35 FORD ROAD | CARMEL VALLEY | CA | 93924 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| MERCED COLLEGE FOUNDATION | ||||||
| 3600 M STREET | MERCED | CA | 95348 | PUBLIC CHARITY | CHARITABLE | $500 |
| SAN BENITO COUNTY CHAMBER OF COMMERCE FOUNDATION | ||||||
| 243 6TH ST SUITE 100 | HOLLISTER | CA | 95023 | PUBLIC CHARITY | CHARITABLE | $250 |
| ANGELS IN THE ALLEY | ||||||
| 5681 LONETREE BOULEVARD | ROCKLIN | CA | 95765 | PUBLIC CHARITY | CHARITABLE | $200 |
| LOS BANOS VETERANS ASSOCIATION | ||||||
| PO BOX 2131 | LOS BANOS | CA | 93635 | PUBLIC CHARITY | CHARITABLE | $200 |
| NATIONAL CHILD SAFETY COUNCIL | ||||||
| PO BOX 1368 | JACKSON | MI | 49204 | PUBLIC CHARITY | CHARITABLE | $200 |
| SMALL STEPS | ||||||
| PO BOX 2137 | HOLLISTER | CA | 95024 | PUBLIC CHARITY | CHARITABLE | $200 |
| COMMUNITY HOUSING IMPROVEMENT SYSTEMS AND PLANNING ASSOCIATION | ||||||
| 295 MAIN STREET SUITE 100 | SALINAS | CA | 93901 | PUBLIC CHARITY | CHARITABLE | $100 |
| COMMUNITY FOOD BANK OF SAN BENITO | ||||||
| 1133 SAN FELIPE ROAD | HOLLISTER | CA | 95023 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,725 | 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 | $247 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,997 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,932 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $53,176 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,176 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARRY W & GEORGEANN M ANDERSON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1420 SOUTH MILLS AVENUE SUITE E | AddressLine1Txt |
| City | LODI | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95242 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,475 | Amt |
| Net Investment Income | $737 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $738 | DisbursementsCharitablePrpsAmt |
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 | $402,353 | BookValueAmt |
| EOYFMV | $437,035 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTAGE | Desc |
| Revenue And Expenses Per Books | $26 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $26 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENT | Desc |
| Amt | $15,021 | Amt |
Comments