TERRA FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TERRA FAMILY FOUNDATION (EIN 20-8360832)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-29
- IRS object ID
- 202103029349100235
- Schema version
- 2020v4.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-29T16:21:49-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871393721 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POKORNY & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 PARKSHORE DRIVE STE 100 | AddressLine1Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208360832 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TERR | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 TOMLINSON DRIVE | AddressLine1Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE WESKE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Signature | 2021-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTINE | PersonFirstNm |
| Person Last | WESKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE CRIPE CRTP | PreparerPersonNm |
| PTIN | P01538505 | PTIN |
| Phone | 9169322040 | PhoneNum |
| Preparation | 2021-10-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,728,467 | 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 | $685,268 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $160,913 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $160,913 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $153,895 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,053,802 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $79,061 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,286 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,224 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,004,367 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $244,203 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,765 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,765 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,815 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,815 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,270 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,884 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,386 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $340 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $190 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $80,190 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,889 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,301 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $374,110 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $374,110 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $454,300 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,889 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $381,411 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $550,067 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $171,314 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,254 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $69,698 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,698 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,019,461 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,506,084 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,658,769 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,025,715 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,575,782 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,728,467 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,025,715 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,575,782 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,025,715 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,575,782 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,025,715 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,575,782 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,025,715 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $550,067 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,575,782 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,575,782 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $79,061 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,381 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,381 | SubtotalAmt |
| Tax Based On Investment Income | $2,381 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,668 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,668 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $15 | EsPenaltyAmt |
| Overpayment | $2,272 | OverpaymentAmt |
| Applied To ES Tax | $2,272 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHRISTINE WESKE | IndividualWithBooksNm |
| Phone | 9169885870 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 TOMLINSON DRIVE | AddressLine1Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTINE WESKE | ||||||||
| 144 TOMLINSON DRIVE | FOLSOM | CA | 95630 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| TOM BABER | ||||||||
| 25536 RUE TERRASE | LAGUNA NIGUEL | CA | 92677 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARY PEXA | ||||||||
| 9816 CRANLEIGH DRIVE | GRANITE BAY | CA | 95476 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FOUNDATION ASSISTED COMMUNITY BASED ORGANIZATIONS IN THE WORK OF EDUCATION, HEALTHCARE AND SOCIAL OUTREACH. | Description1Txt |
| Expenses1 | $374,110 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,058,289 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,722 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,090,011 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,090,011 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,350 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,968,661 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $398,433 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $398,433 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,381 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,381 | TotalTaxAmt |
| Distributable Before Adj | $396,052 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $396,052 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $396,052 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $381,411 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $381,411 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $381,411 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $396,052 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $35,561 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,112 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $48,673 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $381,411 | QualifyingDistributionsAmt |
| Applied To Current Year | $381,411 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $14,641 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $14,641 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,032 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $20,920 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,112 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,112 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FRISTERS | ||||||
| 1718 SLY PARK CIRCLE | IRVINE | CA | 92614 | 501(C)3 | HEALTH/SOCIAL OUTREACH | $35,000 |
| ST ANNE'S CATHOLIC SCHOOL | ||||||
| 385 NORTH F STREET | PORTERVILLE | CA | 93257 | 501(C)3 | EDUCATION | $5,000 |
| MEDSHARE INTERNATIONAL | ||||||
| 3240 CLIFTON SPRINGS ROAD | DECATUR | GA | 30034 | 501(C)3 | HEALTH | $5,500 |
| VALLEY CHILDREN'S HOSPITAL | ||||||
| 9300 VALLEY CHILDRENS PL | MADERA | CA | 93636 | 501(C)3 | HEALTH | $60,000 |
| SACRAMENTO CHILDREN'S HOME | ||||||
| 2750 SUTTERVILLE ROAD | SACRAMENTO | CA | 95820 | 501(C)3 | HEALTH/SOCIAL OUTREACH | $80,000 |
| YOUTH FOR CHRIST MINISTRIES | ||||||
| P O BOX 277728 | SACRAMENTO | CA | 95827 | 501(C)3 | EDUCATION/SOCIAL OUTREACH | $10,000 |
| PROJECT HOPE ALLIANCE | ||||||
| 1954 PLACENTIA AVE 202 | COSTA MESA | CA | 92627 | 501(C)3 | SOCIAL OUTREACH | $10,000 |
| CAMPUS LIFE CONNECTION | ||||||
| 1541 MERKLEY AVE | WEST SACRAMENTO | CA | 95691 | 501(C)3 | SOCIAL OUTREACH | $93,610 |
| GEORGE MARK CHILDREN'S HOUSE | ||||||
| 2121 GEORGE MARK LANE | SAN LEANDRO | CA | 94578 | 501(C)3 | HEALTH/SOCIAL OUTREACH | $60,000 |
| THE BILETNIKOFF FOUNDATION | ||||||
| 7080 DONLON WAY STE 126 | DUBLIN | CA | 94568 | 501(C)3 | EDUCATION/SOCIAL OUTREACH | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $374,110 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $160,913 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,224 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $153,895 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VARIOUS | Desc |
| Related Or Exempt Function Incm | $62 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $319,099 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $319,099 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | FOUNDATION ASSISTS COMMUNITY BASED ORGANIZATIONS IN THE WORK OF EDUCATION, HEALTHCARE AND SOCIAL OUTREACH. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| KONDA CHARITABLE LEAD ANNUITY TRUST | ||||||
| 1 | P O BOX 1061 | OAKS | PA | 19456 | $137,053 | Yes (X) |
| KONDA CHARITABLE LEAD ANNUITY TRUST | ||||||
| 2 | P O BOX 1061 | OAKS | PA | 19456 | $137,053 | Yes (X) |
| KONDA CHARITABLE LEAD ANNUITY TRUST | ||||||
| 3 | P O BOX 1061 | OAKS | PA | 19456 | $137,054 | Yes (X) |
| KONDA CHARITABLE LEAD ANNUITY TRUST | ||||||
| 4 | P O BOX 1061 | OAKS | PA | 19456 | $137,054 | Yes (X) |
| KONDA CHARITABLE LEAD ANNUITY TRUST | ||||||
| 5 | P O BOX 1061 | OAKS | PA | 19456 | $137,054 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,765 | Amt |
| Disbursements Charitable Prps | $1,765 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| SEI 7029 - L/T | PURCHASE | $353,858 | $308,661 | $45,197 |
| SEI 6595 - S/T | PURCHASE | $376,272 | $356,942 | $19,330 |
| SEI 6595 - L/T | PURCHASE | $244,611 | $234,304 | $10,307 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEI - HIGH YIELD BOND FUND | $323,968 | $315,759 |
| SEI - EMERGING MARKETS DEBT FD | $301,246 | $325,826 |
| SEI - GOVERNMENT FUND | $159,040 | $159,040 |
| SEI - LARGE CAP FUND | $1,014,499 | $1,144,512 |
| SEI - SMALL CAP FUND | $271,466 | $327,349 |
| SEI - INTERNATIONAL EQUITY | $912,965 | $1,116,504 |
| SEI - EMERGING MARKETS EQUITY FUND | $308,789 | $381,569 |
| SEI - CORE FIXED INCOME FUND | $185,355 | $193,648 |
| SEI - DYNAMIC ASSET ALLOC FUND | $330,487 | $425,146 |
| SEI - MULTI-ASSET INCOME FUND | $1,082,584 | $1,092,577 |
| SEI - GOVERNMENT FUND | $43,927 | $43,927 |
| SEI - INVESCO S&P 500 EQUAL WEIGHT | $110,050 | $110,832 |
| SEI - SCHWAB US LARGE CAP | $708,679 | $971,437 |
| SEI - SCHWAB US SMALL CAP | $160,669 | $232,646 |
| SEI - VANGUARD FTSE DEVELOPED MKTS | $628,623 | $763,764 |
| SEI - VANGUARD FTSE EMERGING MKTS | $201,161 | $257,766 |
| SEI - SPDR BLOOMBERG BARCLAYS 1-3 MO | ||
| SEI - VANGUARD TOTAL BOND MARKET | $395,541 | $424,635 |
| SEI - SPDR BLOOMBERG BARCLAYS HY | ||
| SEI - VANECK VECTORS JP MORGAN | $98,732 | $94,986 |
| SEI - ISHARES JP MORGAN EM BOND | $89,681 | $92,264 |
| SEI - GOVERNMENT FUND | ||
| SEI - XTRACKERS USD HY CORP BOND | $178,622 | $184,582 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INVESTMENT TRANSACTION FEES | $190 | $190 | |
| MEETING EXPENSE | $150 | $150 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NON-DIVIDEND DISTRIBUTIONS | $4,224 | $4,224 |
| VARIOUS | $62 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $67,815 | Amt |
| Net Investment Income | $67,815 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STATE & FEDERAL FILING FEES | $85 | $85 | |
| FEDERAL EXCISE TAX | $5,301 | $5,301 | |
| FOREIGN TAXES PAID | $4,884 | $4,884 |
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