BETA

GIVE2LIVE: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
GIVE2LIVE (EIN 35-2431650)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-15
IRS object ID
202041369349100334
Schema version
2019v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-15T15:46:11-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760229852PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DRDA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11120 BAY AREA BLVDAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770582502ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN352431650EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GIVE2LIVEBusinessNameLine1Txt
Business Name Line2WELLMANBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGIVEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1430 RIDGE LANEAddressLine1Txt
CityALPINECityNm
State AbbreviationUTStateAbbreviationCd
ZIP84004ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT N WELLMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2020-05-15SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHERYL SIEMEN KOTZEN CPAPreparerPersonNm
PTINP01075090PTIN
Phone2814882022PhoneNum
Preparation2020-05-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-15IPDt
IP Tm15:46:11IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdFB434EA37052B11824C82C8DE7FF0B325D2E660AAtSubmissionCreationDeviceId
At Submission Filing Device IdDAB6D7CDFA515AA9961180A57E13C928F479B94FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,798FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$8,260DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,260DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,124NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9,124GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$17,384TotalRevAndExpnssAmt
Total Net Invst Incm$8,262TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$825AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$150TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$975TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,585ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,585ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,560TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,585TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,824ExcessRevenueOverExpensesAmt
Net Investment Income$8,262NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,924CashBOYAmt
Cash EOY$15,798CashEOYAmt
Cash EOYFMV$15,798CashEOYFMVAmt
Other Investments BOY$103,497OtherInvestmentsBOYAmt
Other Investments EOY$105,241OtherInvestmentsEOYAmt
Total Assets BOY$108,421TotalAssetsBOYAmt
Total Assets EOY$121,039TotalAssetsEOYAmt
Total Assets EOYFMV$15,798TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$108,421NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$121,039NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$108,421TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$121,039TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$108,421TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$121,039TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$108,421TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,824ExcessRevenueOverExpensesAmt
Other Increases$3,794OtherIncreasesAmt
Subtotal$121,039SubtotalAmt
Tot Net Ast Or Fund Balances EOY$121,039TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$2CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,700AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$130,390NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.089731DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,420AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$148,466NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049978DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,800AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$147,653NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.025736DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,682AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$151,477NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.044112DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,250AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$151,060NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.014895DistributionYr5Rt
Total Distribution0.224452TotalDistributionRt
Average Distribution0.044890AverageDistributionRt
Net Vl Noncharitable Assets$126,826NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,693AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$83NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,776AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,585QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$83InvestmentIncomeExciseTaxAmt
Subtotal$83SubtotalAmt
Tax Based On Investment Income$83TaxBasedOnInvestmentIncomeAmt
Tax Due$83TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT N WELLMANIndividualWithBooksNm
Phone8013692676PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1430 RIDGE LANEAddressLine1Txt
Address Line2430 RIDGE LANEAddressLine2Txt
CityALPINECityNm
State AbbreviationUTStateAbbreviationCd
ZIP84004ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12015UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT N WELLMAN
430 RIDGE LANEALPINEUT84004PRESIDENT000.00$0$0$0
TIFFANY D WELLMAN
430 RIDGE LANEALPINEUT84004VP000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$120,056AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,701AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$128,757TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$128,757AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,931CashDeemedCharitableAmt
Net Vl Noncharitable Assets$126,826NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,341MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,341MinimumInvestmentReturnAmt
Tax Based On Investment Income$83TaxBasedOnInvestmentIncomeAmt
Total Tax$83TotalTaxAmt
Distributable Before Adj$6,258DistributableBeforeAdjAmt
Distributable Before Ded$6,258DistributableBeforeDedAmt
Distributable As Adjusted$6,258DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,585ExpensesAndContributionsAmt
Qualifying Distributions$7,585QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$83PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$7,502AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,258DistributableAsAdjustedAmt
Undistributed Income PY$1,636UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Total For Prior Years$1,234TotalForPriorYearsAmt
Qualifying Distributions$7,585QualifyingDistributionsAmt
Applied To Year1$1,636AppliedToYear1Amt
Applied To Current Year$5,949AppliedToCurrentYearAmt
Prior Year Undistributed Incm$1,234PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$1,234PriorYearDeficiencyOrTaxAmt
Undistributed Income CY$309UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALPINE FOUNDATION
375 NORTH 100 EASTAMERICAN FORKUT84003SUPPORT LOCAL EDUCATION SYSTEM$3,500
CHURCH OF JESUS CHRIST LATTER DAY
50 EAST NORTH TEMPLE STSALT LAKE CITYUT84150MISSIONARY FUND/HUMANITARIAN AID$3,250
BRIDLE UP HOPE
1725 1141 E 600 SOUTHALPINEUT84004EQUINE THERAPY$500
THANKSGIVING POINT
3003 N THANKSGIVING WAYLEHIUT84043BOTANICAL GARDEN$275
JUVENILE DIABETES RESEARCH FOUNDATI
132 600 E 100SALT LAKE CITYUT84102SUPPORT JUVENILE DIABETES RESEARCH$60
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,585TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,260ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2ExclusionAmt
Related Or Exempt Function Incm$9,122RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$8,262ExclusionAmt
Related Or Exempt Function Incm$9,122RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,384TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$825Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetCARTER VALIDUS MISSION CRITICALAssetDesc
How AcquiredPURCHASEHowAcquiredTxt
Sold2019-10SoldDt
Gross Sales Price$9,122GrossSalesPriceAmt
Total Net$9,122TotalNetAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmt
ROYAL ALLIANCE/NATL FINANCIAL SERVFMV$66,044
CARTER VALIDUS MISSION CRITICALFMV$39,197

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
NONDIVIDEND DISTRIBUTIONS$2,626
UNREALIZED GAINS$1,168

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$150Amt

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