BRUCE LINDORF MEMORIAL FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE LINDORF MEMORIAL FOUNDATION (EIN 23-7061702)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-10-19
- IRS object ID
- 202012939349100751
- Schema version
- 2018v3.1
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-19T18:02:14-07:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hortin Group LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5314 River Run Dr Ste 320 | AddressLine1Txt |
| City | Provo | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237061702 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bruce Lindorf Memorial Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRUC | BusinessNameControlTxt |
| Phone | 8014260633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o 51 West Center 604 | AddressLine1Txt |
| City | Orem | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84057 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD S LINDORF | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8014260633 | PhoneNum |
| Signature | 2020-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN K HORTIN | PreparerPersonNm |
| PTIN | P00428152 | PTIN |
| Phone | 8013748740 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.21.162.203 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-19 | IPDt |
| IP Tm | 18:02:04 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Federal Original Submission Id | 875405202028803pwkd5 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-10-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 996495A4F18F3AE1DB645DDE92D8EDCE91C178C8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 996495A4F18F3AE1DB645DDE92D8EDCE91C178C8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,384,071 | 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 | $1,804,824 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $403,795 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $403,795 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$117,800 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $904,138 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $27,230 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,208,619 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,307,933 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $27,230 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $24,512 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $24,512 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,772 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,772 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,042 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,042 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $2,932 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,932 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,329 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,329 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,635 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,635 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $87 | PrintingAndPubRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $19,837 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,907 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,930 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,146 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,982 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,077 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $360,828 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $362,021 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $419,974 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,982 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $392,098 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,788,645 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,278,951 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $27,230 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,857 | CashBOYAmt |
| Cash EOY | -$30,102 | CashEOYAmt |
| Cash EOYFMV | -$30,102 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $257,675 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $270,954 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $270,954 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $158 | AcctRcvblAmt |
| Acct Rcvbl EOY | $158 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $158 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $47,130 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $47,709 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,627,768 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,868,179 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,017,728 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,505,972 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,339,561 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,415,811 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $1,513,453 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,661,813 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,435,272 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,009,333 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,384,071 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,579 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,658 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,579 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,658 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,426,693 | UnrestrictedBOYAmt |
| Unrestricted EOY | $8,001,675 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,426,693 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,001,675 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,435,272 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,009,333 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,426,693 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,788,645 | ExcessRevenueOverExpensesAmt |
| Other Increases | $904,137 | OtherIncreasesAmt |
| Subtotal | $8,119,475 | SubtotalAmt |
| Other Decreases | $117,800 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,001,675 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bridge Debt Strategies Fund Group K-1 | P | 2018-11-30 | 2019-11-30 | $52,457 | $0 | $0 | $52,457 | $0 | $0 | $0 | $52,457 |
| Paragon Income Fund LLC K-1 ST | P | 2019-01-01 | 2019-11-30 | $0 | $0 | $298 | -$298 | $0 | $0 | $0 | -$298 |
| Paragon Income Fund LLC K-1 LT | P | 2018-11-30 | 2019-11-30 | $3,364 | $0 | $0 | $3,364 | $0 | $0 | $0 | $3,364 |
| see cap gain summary statement-ST | P | 2019-01-01 | 2019-11-30 | $1,928,080 | $0 | $1,900,552 | $27,528 | $0 | $0 | $0 | $27,528 |
| see cap gain summary statement-LT | P | 2018-11-30 | 2019-11-30 | $3,474,332 | $0 | $2,653,245 | $821,087 | $0 | $0 | $0 | $821,087 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $904,138 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $27,230 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adj Nonchrtbl Net Invst Incm Pct | $0 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,579 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,579 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,579 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,800 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $22,784 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | 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 | Ronald S Lindorf | IndividualWithBooksNm |
| Phone | 8014264366 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 West Center 604 | AddressLine1Txt |
| City | Orem | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84057 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| Ronald S Lindorf | ||||||||
| 51 W Center 604 | Orem | UT | 84057 | President | 5.00 | $0 | $0 | $0 |
| Terri Lindorf | ||||||||
| 51 W Center 604 | Orem | UT | 84057 | Secretary | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FUNDING RESEARCH RE LYME DISEASE OUTCOMES TO SUPPORT POTENTIAL TREATMENTS AND PROTOCALS FOR HEALING. | Description1Txt |
| Expenses1 | $124,788 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,579 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,579 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $392,098 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $392,098 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $392,098 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $215,237 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $215,237 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $392,098 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $392,098 | RemainingDistriFromCorpusAmt |
| Total Corpus | $607,335 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $607,335 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $215,237 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $392,098 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Ronald Lindorf | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 West Center 604 | AddressLine1Txt |
| City | Orem | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8014264366 | RecipientPhoneNum |
| Form And Info And Materials | by mail only | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | April 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | Principally funds Lyme Disease research and education, also supporting educational institutions | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LDS Church | ||||||
| 47 E SO TEMPLE ST | SALT LAKE CITY | UT | 84150 | PC501(c)(3) | Charitable | $61,300 |
| Called 2 Serve Foundation | ||||||
| 1095 N Mountain Ridge Rd | Provo | UT | 84604 | PC501(c)(3) | Educational | $30,000 |
| Brigham Young University | ||||||
| A-41 ASB | Provo | UT | 84602 | 501(c)(3) | Educational | $45,540 |
| BYU Center for Entreprenuership | ||||||
| 1161 W 300 N | Provo | UT | 84606 | PC501(c)(3) | Educational | $25,000 |
| Winters GIft | ||||||
| 659 Willow Bend Dr | Centerville | UT | 84014 | PC501(c)(3) | Charitable | $12,500 |
| Lyme DiseaseOrg | ||||||
| PO Box 1352 | Chico | CA | 95927 | PC501(c)(3) | Educational | $124,788 |
| National MS Society | ||||||
| 6364 S Highland Dr Ste 101 | Salt Lake City | UT | 84121 | PC501(c)(3) | Medical | $750 |
| SCERA | ||||||
| 745 S State St | Orem | UT | 84058 | PC501(c)(3) | Arts | $5,000 |
| Juvenile Diabetes Research | ||||||
| 132 S 600 E 100 | Salt Lake City | UT | 84102 | PC501(c)(3) | Medical Research | $10,000 |
| Southpost High School Scholarship | ||||||
| 971 E Banta Rd | Indianapolis | IN | 46227 | 501(c)(3) | education | $14,500 |
| Utah Coalition for Lyme Disease | ||||||
| 2177 N 2600 W | Lehi | UT | 84043 | PC501(c)(3) | Medical Research | $1,000 |
| Live Your Dream Foundation | ||||||
| 3651 N 100 E 275 | Provo | UT | 84604 | PC501(c)(3) | Charitable | $5,000 |
| Utah Valley University | ||||||
| 800 W University Pkwy | Orem | UT | 84058 | 501(c)(3) | Educational | $19,800 |
| DNA Connexions | ||||||
| 4685 Centennial Blvd | Solorado Springs | CO | 80919 | fpr profit | lyme testing | $650 |
| Alpine House | ||||||
| 156 S 300 W | Provo | UT | 84601 | 501(c)(3) | homeless | $5,000 |
| (no name) | ||||||
| $0 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $360,828 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | none | Desc |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | 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 | 1 | LineNumberTxt |
| Relationship Statement | FUNDING RESEARCH FOR LYME DISEASE AND ASSIST THOSE AFFECTED. | 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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP RENTAL LOSSES | Desc |
| Amt | $117,800 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| investment cust fees | $15,822 | $15,822 | |
| humaitarian mission exp | $1,193 | $1,193 | |
| advertising | $206 | $206 | |
| other | $2,531 | $2,531 | |
| wire fees | $85 | $85 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAINS | Desc |
| Amt | $904,137 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Fed/state excise tax | $2,031 | $2,031 |
| foreign taxes | $298 | $298 |
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