THE LG ANDERSON FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE LG ANDERSON FAMILY FOUNDATION INC (EIN 32-0188283)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-05
- IRS object ID
- 202531569349100208
- Schema version
- 2024v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-05T10:14:15-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | ASHLEIGH ANDERSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2093677600 | PhoneNum |
| Signature | 2025-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD D CLINE | PreparerPersonNm |
| PTIN | P00234953 | PTIN |
| Phone | 2094731040 | PhoneNum |
| Preparation | 2025-05-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,045,074 | 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 |
| Interest On Sav Rev And Expnss | $54 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $54 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $41,723 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,723 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,086 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $352,043 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,086 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $80,863 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $80,863 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $42,192 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $42,192 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,030 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,095 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,353 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,525 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,903 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,903 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,573 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,030 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $53,715 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,773 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,030 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,915 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,910 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,833 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,605 | CashBOYAmt |
| Cash EOY | $35,643 | CashEOYAmt |
| Cash EOYFMV | $35,643 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $389,253 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $159,881 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $159,881 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $669,676 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $662,330 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $674,515 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $696,221 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $912,834 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,175,035 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $843 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,785,598 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,770,688 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,045,074 | 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 | $1,785,598 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,770,688 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,785,598 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,770,688 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,785,598 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,770,688 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,785,598 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,910 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,770,688 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,770,688 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UST NOTE 2.25% | P | 2023-07-06 | 2024-01-02 | $75,000 | $73,922 | $1,078 | $1,078 |
| UST NOTE 2.125% | P | 2022-06-13 | 2024-09-30 | $245,000 | $239,035 | $5,965 | $5,965 |
| CAPITAL GAINS DIVIDENDS | P | $32,043 | $32,043 | $32,043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,086 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,110 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,110 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,110 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $307 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $838 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,145 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $35 | 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 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| ASHLEIGH ANDERSON | ||||||||
| 1420 S MILLS AVENUE SUITE E | LODI | CA | 95242 | EXECUTIVE DIRECTOR | 30.00 | $42,192 | $0 | $0 |
| LARRY W ANDERSON | ||||||||
| 1420 S MILLS AVENUE SUITE E | LODI | CA | 95242 | PRESIDENT/DIRECTOR | 3.00 | $0 | $0 | $0 |
| JAMES R ANDERSON | ||||||||
| 2440 BERT DRIVE BLDG 200 STE 201 | HOLLISTER | CA | 95023 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| GEORGEANN M ANDERSON | ||||||||
| 1420 S MILLS AVENUE SUITE E | LODI | CA | 95242 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MICHAEL C ANDERSON | ||||||||
| 2440 BERT DRIVE BLDG 200 STE 201 | HOLLISTER | CA | 95023 | CFO/TREASURER | 1.00 | $0 | $0 | $0 |
| CRAIG BARTON | ||||||||
| 1420 S MILLS AVENUE SUITE E | LODI | CA | 95242 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GINA WALDRON | ||||||||
| 2440 BERT DRIVE BLDG 200 STE 201 | HOLLISTER | CA | 95023 | 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 | $1,626,953 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $372,255 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,999,208 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,999,208 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,988 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,969,220 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $98,461 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $98,461 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,110 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,110 | TotalTaxAmt |
| Distributable Before Adj | $97,351 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $97,351 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $97,351 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,915 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $93,915 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,351 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $44,624 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $93,915 | QualifyingDistributionsAmt |
| Applied To Year1 | $44,624 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,291 | 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 | $48,060 | 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 | $1,500 |
| BREAST CANCER ASST GROUP | ||||||
| PO BOX 221582 | CARMEL | CA | 93922 | PUBLIC CHARITY | CHARITABLE | $500 |
| COMMUNITY FOUNDATION OF SAN BENITO COUNTY | ||||||
| 829 SAN BENITO ST 200 | HOLLISTER | CA | 95023 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| FRIENDS OF LOS BANOS LIBRARY | ||||||
| PO BOX 2343 | LOS BANOS | CA | 93635 | PUBLIC CHARITY | CHARITABLE | $1,500 |
| 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 LEAGUE | ||||||
| 945 5TH STREET | LOS BANOS | CA | 93635 | PUBLIC CHARITY | CHARITABLE | $5,000 |
| SAINT DUNSTAN'S | ||||||
| 28005 ROBINSON CANYON RD | CARMEL VALLEY | CA | 93923 | PUBLIC CHARITY | CHARITABLE | $4,100 |
| YORK SCHOOL | ||||||
| 9501 YORK ROAD | MONTEREY | CA | 93940 | PUBLIC CHARITY | CHARITABLE | $500 |
| YOUTH ALLIANCE | ||||||
| 310 FOURTH STREET STE 101 | HOLLISTER | CA | 95023 | PUBLIC CHARITY | CHARITABLE | $3,500 |
| TULARCITOS ELEMENTARY PTO | ||||||
| 35 FORD ROAD | CARMEL VALLEY | CA | 93924 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| SAN BENITO COUNTY CHAMBER OF COMMERCE FOUNDATION | ||||||
| 243 6TH ST SUITE 100 | HOLLISTER | CA | 95023 | PUBLIC CHARITY | CHARITABLE | $250 |
| GABILAN CHAPTER SENECA | ||||||
| PO BOX 324 | TRES PINOS | CA | 95075 | PUBLIC CHARITY | CHARITABLE | $500 |
| LOS BANOS AMERICAN LEGION AND VFW | ||||||
| PO BOX 2131 | LOS BANOS | CA | 93635 | PUBLIC CHARITY | CHARITABLE | $250 |
| CHARLESTON PARENT-TEACHER CLUB | ||||||
| 18463 CHARLESTON RD | LOS BANOS | CA | 93635 | PUBLIC CHARITY | CHARITABLE | $250 |
| MARTHA'S KITCHEN | ||||||
| 1311 AZALEA DR | HOLLISTER | CA | 95023 | PUBLIC CHARITY | CHARITABLE | $500 |
| LOS BANOS TOUCHDOWN CLUB | ||||||
| PO BOX 429 | LOS BANOS | CA | 93635 | PUBLIC CHARITY | CHARITABLE | $250 |
| ALPHA GAMMA RHO | ||||||
| 5262 N SIXTH STREET | FRESNO | CA | 93710 | PUBLIC CHARITY | CHARITABLE | $250 |
| UNITED FOR SAN BENITO | ||||||
| 440 SAN BENITO STREET | HOLLISTER | CA | 95023 | PUBLIC CHARITY | CHARITABLE | $3,000 |
| CASA OF SAN BENITO COUNTY | ||||||
| 440 SAN BENITO STREET | HOLLISTER | CA | 95023 | PUBLIC CHARITY | CHARITABLE | $500 |
| SCOUTING AMERICA | ||||||
| 1900 THE ALAMEDA SUITE 100 | SAN JOSE | CA | 95126 | PUBLIC CHARITY | CHARITABLE | $500 |
| TATUM GARDEN FOUNDATION | ||||||
| 10 SAN MIGUEL AVE | SALINAS | CA | 93901 | PUBLIC CHARITY | CHARITABLE | $2,000 |
| WOMEN'S CLUB OF HOLLISTER | ||||||
| PO BOX 818 | HOLLISTER | CA | 95024 | PUBLIC CHARITY | CHARITABLE | $500 |
| YMCA OF SAN BENITO COUNTY | ||||||
| 351 TRES PINOS RD | HOLLISTER | CA | 95023 | PUBLIC CHARITY | CHARITABLE | $500 |
| HOLLISTER COWBOYS YOUTH FOOTBALL AND CHEER | ||||||
| PO BOX 291 | HOLLISTER | CA | 95024 | PUBLIC CHARITY | CHARITABLE | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,200 | 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 | $54 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,723 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,086 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $80,863 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $80,863 | 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 | CategoryTxt |
| Amt | $4,125 | Amt |
| Net Investment Income | $1,030 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,095 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | U.S TREASURY BILLS/NOTES | BondNm |
| EOY Book Value | $662,330 | EOYBookValueAmt |
| EOYFMV | $674,515 | EOYFMVAmt |
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 | $912,834 | BookValueAmt |
| EOYFMV | $1,175,035 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INTEREST RECEIVABLE | Desc |
| BOY Book Value | $843 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $552 | $0 | $552 |
| MISCELLANOUS | $114 | $0 | $114 |
| OFFICE SUPPLIES | $2,237 | $0 | $2,237 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REGISTRY OF CHARITABLE TRUSTS - FEES | $50 | $0 | $50 |
| FEDERAL EXCISE TAX | $1,097 | $0 | $0 |
| PAYROLL TAXES | $5,206 | $0 | $5,475 |
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