THE LUKE AND MEADOW FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE LUKE AND MEADOW FOUNDATION (EIN 35-6923340)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202013189349101636
- Schema version
- 2019v5.1
- 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
- Schedule B
- Expln Of Non Filing With AG Stmt
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T11:53:43-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SOUTH HOPE STREET SUITE 1000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356923340 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LUKE AND MEADOW FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUKE | BusinessNameControlTxt |
| Phone | 2135932300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SOUTH HOPE STREET NO 1000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY P FRANCE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2135932300 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL J ROBERTS | PreparerPersonNm |
| PTIN | P01489269 | PTIN |
| Phone | 2135932300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.93.237.172 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 11:53:39 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 13560C152E4491D359299C52D7E91066BCB69C61 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,776,984 | 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 | $915,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,192 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,192 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,740 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,740 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,740 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $984,937 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,937 | 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 |
| Other Prof Fees Rev And Expnss | $16,177 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,177 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,177 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,177 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $978,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $978,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $996,427 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,177 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $978,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,490 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,760 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $218,112 | CashBOYAmt |
| Cash EOY | $203,329 | CashEOYAmt |
| Cash EOYFMV | $203,329 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,334,532 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,573,655 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,573,655 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $1,552,644 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,776,984 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,776,984 | 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 | $1,552,644 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,776,984 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,552,644 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,776,984 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,552,644 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,776,984 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,552,644 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,490 | ExcessRevenueOverExpensesAmt |
| Other Increases | $235,830 | OtherIncreasesAmt |
| Subtotal | $1,776,984 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,776,984 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DISTRIBUTIONS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $36,740 | GrossSalesPriceAmt |
| Gain Or Loss | $36,740 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $36,740 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,740 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $323,133 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,629,063 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.198355 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $541,200 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,543,265 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.350685 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $625,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,444,199 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.432835 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $534,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,385,609 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.385751 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $445,800 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $46,893 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 9.506749 | DistributionYr5Rt |
| Total Distribution | 10.874375 | TotalDistributionRt |
| Average Distribution | 2.174875 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,656,503 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,602,687 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $538 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,603,225 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $978,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,075 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,075 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,075 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $18 | EsPenaltyAmt |
| Overpayment | $907 | OverpaymentAmt |
| Applied To ES Tax | $907 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 | LUKEANDMEADOWFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | ANDERSEN TAX LLC | IndividualWithBooksNm |
| Phone | 2135932300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 S HOPE STREET SUITE 1000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| AMY P FRANCE | ||||||||
| 400 SOUTH HOPE STREET SUITE 1000 | LOS ANGELES | CA | 90071 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRIAN Z FRANCE | ||||||||
| 400 SOUTH HOPE STREET SUITE 1000 | LOS ANGELES | CA | 90071 | TRUSTEE | 0.50 | $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 | $1,430,172 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $251,557 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,681,729 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,681,729 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,226 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,656,503 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,825 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,825 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,075 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,075 | TotalTaxAmt |
| Distributable Before Adj | $81,750 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $81,750 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $81,750 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $978,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $978,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $978,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,750 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $443,455 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $466,105 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $553,110 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $464,630 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $242,974 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,170,274 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $978,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $81,750 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $896,500 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,066,774 | 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 | $443,455 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,623,319 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $466,105 | ExcessFromYear4Amt |
| Excess From Year3 | $553,110 | ExcessFromYear3Amt |
| Excess From Year2 | $464,630 | ExcessFromYear2Amt |
| Excess From Year1 | $242,974 | ExcessFromYear1Amt |
| Excess From Current Year | $896,500 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | AMY P FRANCE | ContributingManagerNm |
| Contributing Manager | BRIAN Z FRANCE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALLEGRO FOUNDATION | ||||||
| 419 ARDMORE ROAD | CHARLOTTE | NC | 28209 | PUBLIC CHARITY | THE ALLEGRO FOUNDATION COMBINES MOVEMENT INSTRUCTION WITH EDUCATIONAL & MEDICAL EXPERTISE, CREATING NEW TECHNIQUES TO TEACH CHILDREN WITH DISABILITIES AND ENHANCE THEIR QUALITY OF LIFE. | $10,000 |
| BREAST CANCER RESEARCH FOUNDATION (BCRF) | ||||||
| 28 W 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | PUBLIC CHARITY | THE BREAST CANCER RESEARCH FOUNDATION IS A NONPROFIT ORGANIZATION COMMITTED TO ACHIEVING PREVENTION AND A CURE FOR BREAST CANCER. THE BREAST CANCER RESEARCH FOUNDATION PROVIDES CRITICAL FUNDING FOR CANCER RESEARCH WORLDWIDE TO FUEL ADVANCES IN TUMOR BIOLOGY, GENETICS, PREVENTION, TREATMENT, METASTASIS, AND SURVIVORSHIP. | $50,000 |
| COLUMBIA GRAMMAR & PREPARATORY SCHOOL | ||||||
| 5 W 93RD ST | NEW YORK | NY | 10025 | PUBLIC CHARITY | THEIR VISION IS TO HELP BALANCE RIGOROUS COMPREHENSIVE COLLEGE PREPARATORY CURRICULUM WITH HEALTHY SOCIAL AND EMOTIONAL DEVELOPMENT. | $170,000 |
| CROHN'S & COLITIS FOUNDATION | ||||||
| 733 THIRD AVENUE SUITE 510 | NEW YORK | NY | 10017 | PUBLIC CHARITY | THE CROHN'S & COLITIS FOUNDATION IS A NON-PROFIT, VOLUNTEER-FUELED ORGANIZATION DEDICATED TO FINDING CURES FOR CROHN'S DISEASE AND ULCERATIVE COLITIS, AND IMPROVING THE QUALITY OF LIFE OF CHILDREN AND ADULTS AFFECTED BY THESE DISEASES. | $25,000 |
| GABRIELLE'S ANGEL FOUNDATION FOR CANCER RESEARCH INC | ||||||
| 142 W 57TH STREET FLOOR 11 | NEW YORK | NY | 10019 | PUBLIC CHARITY | THEIR VISION IS TO FIND LESS TOXIC TREATMENTS FOR PATIENTS WITH LEUKEMIA, LYMPHOMA, AND RELATED CANCERS. | $497,250 |
| JUNIOR ACHIEVEMENT OF CENTRAL CAROLINAS | ||||||
| 1701 N GRAHAM STREET NO 100 | CHARLOTTE | NC | 28206 | PUBLIC CHARITY | JUNIOR ACHIEVEMENT OF CENTRAL CAROLINAS HELPS STUDENTS IDENTIFY, NAVIGATE, AND ACHIEVE A FULFILLED FUTURE. JUNIOR ACHIEVEMENT PROVIDES HANDS-ON CURRICULUM PROGRAMS SURROUNDING PREPARATION FOR THE WORKFORCE, PERSONAL FINANCE, AND BEING ENTREPRENEURIAL THAT HELP YOUTH UNLEASH THEIR OWN BOUNDLESS POTENTIAL AND ACHIEVE A FULFILLED FUTURE. | $10,000 |
| PRINCESS GRACE FOUNDATION | ||||||
| 150 E 58TH STREET 25TH FLOOR | NEW YORK | NY | 10155 | PUBLIC CHARITY | THE FOUNDATION IS DEDICATED TO ELEVATING EXTRAORDINARY EMERGING ARTISTS IN THEATER, DANCE, AND FILM VIA AWARDS IN THE FORM OF GRANTS, SCHOLARSHIPS, AND FELLOWSHIPS. | $90,000 |
| PROVIDENCE DAY SCHOOL | ||||||
| 5800 SARDIS ROAD | CHARLOTTE | NC | 28270 | PUBLIC CHARITY | PROVIDENCE DAY SCHOOL EXISTS TO INSPIRE IN ITS STUDENTS A PASSION FOR LEARNING, A COMMITMENT TO PERSONAL INTEGRITY, AND A SENSE OF SOCIAL RESPONSIBILITY. | $125,000 |
| THE GOOD DOG FOUNDATION | ||||||
| 500 7TH AVENUE 8TH FLOOR | NEW YORK | NY | 10018 | PUBLIC CHARITY | THE GOOD DOG FOUNDATION USES ANIMAL ASSISTED INTERVENTION TO HELP CHILDREN AND ADULTS HEAL FROM THE TRAUMA OF DISEASE, DISABILITY, AND DISASTER. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $978,250 | 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 | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,192 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,740 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $69,937 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,937 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BRIAN Z FRANCE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ANDERSEN 400 S HOPE STREET STE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $915,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FORM 990-PF IS NOT REQUIRED TO BE FILED WITH THE NORTH CAROLINA DEPARTMENT OF TAXATION. | ExplanationTxt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $235,830 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $16,177 | Amt |
| Net Investment Income | $16,177 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENTS | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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