THE LORD FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE LORD FAMILY FOUNDATION (EIN 27-1709714)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-02
- IRS object ID
- 202203069349100640
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-02T13:35:54-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330885895 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDSAY & BROWNELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 EXECUTIVE SQUARE SUITE 1150 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | 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 | 271709714 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LORD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LORD | BusinessNameControlTxt |
| Phone | 8584530626 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 PEPPERTREE LANE | AddressLine1Txt |
| City | OLIVENHAIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELE A TUTOLI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8584530626 | PhoneNum |
| Signature | 2022-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHELE | PersonFirstNm |
| Person Last | TUTOLI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY H MCGROARTY | PreparerPersonNm |
| PTIN | P00735101 | PTIN |
| Phone | 8585589200 | 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 |
| 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 | $97,843 | 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 |
| Dividends Rev And Expnss | $1,766 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,766 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,182 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $51,753 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,182 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,948 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,948 | 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 | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $140 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,185 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $795 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,101 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,101 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,286 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $795 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,351 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,338 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,153 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,407 | CashBOYAmt |
| Cash EOY | $5,836 | CashEOYAmt |
| Cash EOYFMV | $5,836 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $13,655 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $13,655 | RcvblFromOfficersEOYFMVAmt |
| Other Investments BOY | $103,717 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $78,352 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $78,352 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $113,124 | TotalAssetsBOYAmt |
| Total Assets EOY | $97,843 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $97,843 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $113,124 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $97,843 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $113,124 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $97,843 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $113,124 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $97,843 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $113,124 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,338 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,057 | OtherIncreasesAmt |
| Subtotal | $97,843 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $97,843 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| DFA US LARGE CAP GROWTH PORT INSTL | 2020-01-01 | 2021-01-27 | $2,201 | $1,840 | $361 | $361 |
| DFA US TARGETED VALUE PRTF INSTL | 2020-01-01 | 2021-01-27 | $5,231 | $3,955 | $1,276 | $1,276 |
| DFA US LARGE CAP VALUE PRTF INSTL | 2020-01-01 | 2021-01-27 | $3,177 | $2,454 | $723 | $723 |
| DFA US HIGH RELATIVE PROFIT PORT INSTL | 2021-01-01 | 2021-08-03 | $1,303 | $1,129 | $174 | $174 |
| DFA US SMALL CAP GROWTH PORT INSTL | 2020-01-01 | 2021-08-03 | $579 | $427 | $152 | $152 |
| DFA US LARGE CAP GROWTH PORT INSTL | 2020-01-01 | 2021-08-03 | $1,152 | $851 | $301 | $301 |
| DFA INVESTMENT GRADE PORTFOLIO INSTL | 2020-01-01 | 2021-08-03 | $1,299 | $1,170 | $129 | $129 |
| DFA EMERGING MRKTS CORE EQU PORTF | 2020-01-01 | 2021-08-03 | $522 | $397 | $125 | $125 |
| DFA US TARGETED VALUE PRTF INSTL | 2020-01-01 | 2021-08-03 | $958 | $625 | $333 | $333 |
| DFA INTERNATIONAL SMALL COMPANY PORT DISCRETION | 2020-01-01 | 2021-08-03 | $1,223 | $1,006 | $217 | $217 |
| DFA US LARGE CAP VALUE PRTF INSTL | 2020-01-01 | 2021-08-03 | $1,225 | $823 | $402 | $402 |
| DFA REAL ESTATE SEC PRTF INSTL | 2020-01-01 | 2021-08-03 | $1,333 | $932 | $401 | $401 |
| DFA INTERNATIONAL VALUE PRTF INSTL | 2020-01-01 | 2021-08-03 | $849 | $787 | $62 | $62 |
| SABRA HEALTH CARE REIT INC | 2020-01-01 | 2021-01-22 | $590 | $741 | -$151 | -$151 |
| VENTAS INC | 2020-01-01 | 2021-01-22 | $6,154 | $5,421 | $733 | $733 |
| VEREIT INC | 2020-01-01 | 2021-01-22 | $7,429 | $7,273 | $156 | $156 |
| #3758 CAPITAL GAIN DIVIDENDS | 2021-01-01 | 2021-12-31 | $1,823 | $1,823 | $1,823 | |
| DFA US HIGH RELATIVE PROFIT PORT INSTL | 2021-01-01 | 2021-10-19 | $1,264 | $1,095 | $169 | $169 |
| DFA INTERNATIONAL LR CAP GR PORT | 2020-01-01 | 2021-10-19 | $1,182 | $969 | $213 | $213 |
| DFA US SMALL CAP GROWTH PORT INSTL | 2020-01-01 | 2021-10-19 | $1,026 | $743 | $283 | $283 |
| DFA US LARGE CAP GROWTH PORT INSTL | 2020-01-01 | 2021-10-19 | $1,282 | $942 | $340 | $340 |
| DFA INVESTMENT GRADE PORTFOLIO INSTL | 2020-01-01 | 2021-10-19 | $3,508 | $3,251 | $257 | $257 |
| DFA EMERGING MRKTS CORE EQU PORTF | 2020-01-01 | 2021-10-19 | $838 | $645 | $193 | $193 |
| DFA US TARGETED VALUE PRTF INSTL | 2020-01-01 | 2021-10-19 | $1,227 | $756 | $471 | $471 |
| DFA INTERNATIONAL SMALL COMPANY PORT DISCRETION | 2020-01-01 | 2021-10-19 | $798 | $656 | $142 | $142 |
| DFA US LARGE CAP VALUE PRTF INSTL | 2020-01-01 | 2021-10-19 | $1,453 | $958 | $495 | $495 |
| DFA REAL ESTATE SEC PRTF INSTL | 2020-01-01 | 2021-10-19 | $922 | $639 | $283 | $283 |
| DFA INTERNATIONAL VALUE PRTF INSTL | 2020-01-01 | 2021-10-19 | $1,205 | $1,086 | $119 | $119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,182 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $155 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $155 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $155 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $155 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $155 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | MICHELE A TUTOLI | IndividualWithBooksNm |
| Phone | 8584530626 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6050 SANTO ROAD STE 240 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92024 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MICHELE A TUTOLI | ||||||||
| 109 PEPPERTREE LANE | OLIVENHAIN | CA | 92024 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| STEPHANIE A LORD | ||||||||
| 4029 CARMEL VIEW RD 141 | SAN DIEGO | CA | 92130 | SECRETARY | 2.00 | $0 | $0 | $0 |
| MICHAEL J LORD | ||||||||
| 648 ELIZABETH STREET | SAN MARCOS | CA | 92069 | CFO | 2.00 | $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 | $91,143 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,754 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $101,897 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $101,897 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,528 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $100,369 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,018 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,018 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $155 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $155 | TotalTaxAmt |
| Distributable Before Adj | $4,863 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,863 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,863 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,351 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,351 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,863 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,387 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,324 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $222 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,197 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,410 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,540 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,351 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,863 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,488 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $53,028 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,387 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $48,641 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,324 | ExcessFromYear4Amt |
| Excess From Year3 | $222 | ExcessFromYear3Amt |
| Excess From Year2 | $4,197 | ExcessFromYear2Amt |
| Excess From Year1 | $6,410 | ExcessFromYear1Amt |
| Excess From Current Year | $22,488 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHELE A TUTOLI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMITTEE FOR A CONSTRUCTIVE TOMORROW | |||||||
| 1717 PENNSYLVANIA AVE NW STE | WASHINGTON | DC | 20006 | NONE | PC | GENERAL SUPPORT | $800 |
| JUDICIAL WATCH | |||||||
| 425 THIRD ST SW STE 800 | WASHINGTON | DC | 20024 | NONE | PC | GENERAL SUPPORT | $1,000 |
| PROJECT VERITAS | |||||||
| 1214 BOSTON POST RD 148 | MAMARONECK | NY | 10543 | NONE | PC | GENERAL SUPPORT | $2,500 |
| ST JAMES CHURCH | |||||||
| 625 S NARDO | SOLANA BEACH | CA | 92075 | NONE | PC | GENERAL SUPPORT | $6,450 |
| CAPITAL RESEARCH CENTER | |||||||
| 1513 16TH ST NW | WASHINTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $100 |
| CITIZENS UNTIED FOUNDATION | |||||||
| 1006 PENNSYLVANIA AVE SE | WASHINTON | DC | 20003 | NONE | PC | GENERAL SUPPORT | $50 |
| EDCHOICE | |||||||
| 111 MONUMENT CIR STE 2650 | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL SUPPORT | $100 |
| THE GIP FOUNDATION INC | |||||||
| 5579 MEDEA VALLEY DR | AGOURA HILLA | CA | 91301 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSALE | MI | 49242 | NONE | PC | GENERAL SUPPORT | $100 |
| SAN DIEGO RESCUE MISSION | |||||||
| PO BOX 80427 | SAN DIEGO | CA | 92138 | NONE | PC | GENERAL SUPPORT | $51 |
| SAT-7 NORTH AMERICA | |||||||
| 29509 CANVASBACK DR STE 101 | EASTON | MD | 21601 | NONE | PC | GENERAL SUPPORT | $100 |
| SAINT JOHN THE EVANGELIST CATHOLIC PARISH IN ENCINITAS CA | |||||||
| 1001 ENCINITAS BLVD | ENCINITAS | CA | 92024 | NONE | PC | GENERAL SUPPORT | $12,100 |
| STUDENTS FOR LIFE OF AMERICA INC | |||||||
| 4755 JEFFERSON DAVID HIGHWAY | FREDERICKSBURG | VA | 22408 | NONE | PC | GENERAL SUPPORT | $300 |
| TURNING POINT USA | |||||||
| 4940 E BEVERLY RD | PHOENIX | AZ | 85044 | NONE | PC | GENERAL SUPPORT | $200 |
| VICTIMS OF COMMUNISM MEMORIAL FOUNDATION INC | |||||||
| 300 NEW JERSEY NW NO 90 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $200 |
| VETERANS OF FOREIGN WARS FOUNDATION | |||||||
| 406 WEST 34TH ST | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL SUPPORT | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,101 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,766 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,182 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,948 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,948 | 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 FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990PF, PART II, LINE 6 - RECEIVABLE DUE FROM DIRECTORS | FormAndLineReferenceDesc |
| Medium Explanation | THE AMOUNT REPORTED AS A RECEIVABLE FROM DIRECTORS IS DUE TO AN INADVERTENT NON-CHARITABLE DISBURSEMENT TO AN ORGANIZATION BY THE DIRECTORS. THIS OCCURRED DUE TO AN ADMINISTRATIVE ERROR AND WAS PAID BACK TO THE ORGANIZATION AS SOON AS IT WAS IDENTIFIED AND PRIOR TO THIS RETURN BEING FILED. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS #3758 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $78,352 | BookValueAmt |
| EOYFMV | $78,352 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WELLS FARGO BANK FEES | Desc |
| Revenue And Expenses Per Books | $45 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $45 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $1,057 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $140 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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