AMICUS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- AMICUS FOUNDATION (EIN 47-2605358)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-15
- IRS object ID
- 202042599349100114
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-15T10:57:46-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391774588 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VOGEL CONSULTING GROUP SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3415 GATEWAY ROAD | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53045 | 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 | 472605358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMICUS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMIC | BusinessNameControlTxt |
| Phone | 4066823906 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 286 | AddressLine1Txt |
| City | CAMERON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59720 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN LAKE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4066823906 | PhoneNum |
| Signature | 2020-08-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHANNON M ZUR | PreparerPersonNm |
| PTIN | P00366024 | PTIN |
| Phone | 2627904960 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.11.215.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-30 | IPDt |
| IP Tm | 11:39:42 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0A6666840BA23A9C5A614B4B9597420B36D4C5E2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | ADFE2555ABAFBAD99CB2A3EAFC2DCBE39006D496 | 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 | $6,637,287 | 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 | $1,004,810 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $107 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $107 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $154,846 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $154,846 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $721,122 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,861,724 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $721,122 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $466 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $466 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,881,351 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $876,541 | 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 |
| Accounting Fees Rev And Expnss | $7,627 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,627 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $24,098 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,069 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,367 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,367 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,092 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,063 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $276,834 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $276,834 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $323,926 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,063 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $276,834 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,557,425 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $852,478 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,328 | CashBOYAmt |
| Cash EOY | $97,877 | CashEOYAmt |
| Cash EOYFMV | $97,877 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,000,174 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,504,561 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,192,771 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,515,561 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,337,843 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,346,639 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,553,063 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,940,281 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,637,287 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $21,501 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $21,501 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,500 | 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 | $3,531,562 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,925,781 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,531,562 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,925,781 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,553,063 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,940,281 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,531,562 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,557,425 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,088,987 | SubtotalAmt |
| Other Decreases | $163,206 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,925,781 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SHORT TERM | P | 2019-01-01 | 2019-12-31 | $139,032 | $148,262 | -$9,230 | -$9,230 |
| LONG TERM | D | 2018-01-01 | 2019-12-31 | $1,721,101 | $991,038 | $730,063 | $730,063 |
| SECTION 1231 | P | 2018-01-01 | 2019-12-31 | $1,302 | -$1,302 | -$1,302 | |
| CAPITAL GAINS DIVIDENDS | P | $1,591 | $1,591 | $1,591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $721,122 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $421,429 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,378,018 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.177219 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $158,213 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,833,420 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.086294 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $224,443 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,480,248 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.151625 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $131,201 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,438,487 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.091208 | DistributionYr4Rt |
| Total Distribution | 0.506346 | TotalDistributionRt |
| Average Distribution | 0.126586 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,244,053 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $663,824 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,525 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $672,349 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $276,834 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,050 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,050 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,050 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,517 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,517 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,467 | OverpaymentAmt |
| Applied To ES Tax | $6,467 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VOGEL CONSULTING GROUP SC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2627904960 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3415 GATEWAY ROAD | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53045 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN LAKE | ||||||||
| 1511 US HIGHWAY 287 NORTH | CAMERON | MT | 59720 | DIRECTOR & PRESIDENT | 5.00 | $0 | $0 | $0 |
| SHEILA LAKE | ||||||||
| 1511 US HIGHWAY 287 NORTH | CAMERON | MT | 59720 | DIRECTOR & SECRETARY | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,516,260 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $441,029 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,366,623 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,323,912 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,323,912 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,859 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,244,053 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $262,203 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $262,203 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,050 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,050 | TotalTaxAmt |
| Distributable Before Adj | $245,153 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $245,153 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $245,153 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $276,834 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $276,834 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $276,834 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $245,153 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $60,946 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $153,049 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $69,403 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $307,220 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $590,618 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $276,834 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $245,153 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,681 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $622,299 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $622,299 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $60,946 | ExcessFromYear4Amt |
| Excess From Year3 | $153,049 | ExcessFromYear3Amt |
| Excess From Year2 | $69,403 | ExcessFromYear2Amt |
| Excess From Year1 | $307,220 | ExcessFromYear1Amt |
| Excess From Current Year | $31,681 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BAKERSFIELD ARC INC | ||||||
| 2240 S UNION AVE | BAKERSFIELD | CA | 93307 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $11,500 |
| BILLY GRAHAM | ||||||
| 1 BILLY GRAHAM PARKWAY | CHARLOTTE | NC | 28201 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $10,000 |
| CRU | ||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $7,000 |
| CAHP WIDOWS AND ORPHANS' TRUST FUND | ||||||
| PO BOX 161209 | SACRAMENTO | CA | 95816 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $1,000 |
| CAL POLY FOUNDATION | ||||||
| 3801 W TEMPLE AVE | SAN LUIS OBISPO | CA | 93407 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| CALIFORNIA AGRICULTURAL LEADERSHIP FOUNDATION | ||||||
| PO BOX 479 | SALINAS | CA | 93902 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| CHILDREN TO LOVE | ||||||
| PO BOX 9575 | BAKERSFIELD | CA | 93389 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $4,500 |
| COMPASSION INTERNATIONAL | ||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $720 |
| ENNIS BOOSTER CLUB | ||||||
| PO BOX 1334 | ENNIS | TX | 75120 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $1,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $10,000 |
| GLEANERS | ||||||
| 2131 BEAUFIAT | DETROIT | MI | 48207 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| HONOR FLIGHT | ||||||
| 4601 MORTH FAIRFAX DRIVE SUITE 1200 | ARLINGTON | VA | 22203 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $4,000 |
| IN GOD WE TRUST | ||||||
| PO BOX 8 | DAYTONA BEACH | FL | 32115 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $1,500 |
| INTERNATIONAL CHRISTIAN MINISTRIES | ||||||
| 4404 ROCK LAKE DR | BAKERSFIELD | CA | 93313 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $12,000 |
| ISCA | ||||||
| 13581 HILLSIDES ESTATE DRIVE | JAMUL | CA | 91935 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| KERN LITERACY COUNCIL | ||||||
| 331 18TH ST | BAKERSFIELD | CA | 93301 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| LOVE DEAF HAITI | ||||||
| PO BOX 13201 | BACKERFIELD | CA | 93389 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $25,000 |
| LOVE INC | ||||||
| PO BOX 127 | JENISON | MI | 49429 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $2,500 |
| MADISON VALLEY MEDICAL CENTER FOUNDATION | ||||||
| PO BOX 993 | ENNIS | MT | 59729 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $20,000 |
| MOMS IN PRAYER INTERNATIONAL | ||||||
| PO BOX 1120 | POWAY | CA | 92074 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $20,000 |
| PACIFIC JUSTICE INSTITUTE | ||||||
| PO BOX 276600 | SACRAMENTO | CA | 95827 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $15,000 |
| RIGHT TO LIFE OF KERN COUNTY | ||||||
| PO BOX 11104 | BAKERSFIELD | CA | 93389 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $12,000 |
| RIPE FOR HARVEST WORLD OUTREACH | ||||||
| PO BOX 487 | MONUMENT | CO | 80132 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $6,000 |
| STANDING WITH HOPE | ||||||
| PO BOX 159115 | NASHVILLE | TN | 37215 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $7,000 |
| STONECROFT | ||||||
| 10561 BARKLEY SUITE 500 | OVERLAND PARK | KS | 66212 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $3,000 |
| TEEN CHALLENGE | ||||||
| 5250 N TOWNE CENTER DR | OZARK | MO | 65721 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $20,000 |
| THE BROOM TREE REFUGE | ||||||
| 4001 SUNNY FOX RD | MOUNTAIN VIEW | AR | 72560 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| THE HOPE CENTER | ||||||
| 502 N EAST AVENUE | WAUKESHA | WI | 53186 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $500 |
| UC REGENTS | ||||||
| 1111 FRANKLIN ST 12TH FLOOR | OAKLAND | CA | 94607 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $10,000 |
| UC SANTA BARBARA FOUNDATION | ||||||
| OFFICE OF DEVELOPMENT | SANTA BARBARA | CA | 93106 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $10,000 |
| VILLAGE OF SOUTH AFRICA | ||||||
| 2131 CALIFORNIA AVE | BAKERSFIELD | CA | 93304 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $10,000 |
| WARRIORS ON QUIET WATERS | ||||||
| 351 EVERGREEN DRIVE SUITE A | BOZEMAN | MT | 59715 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $19,400 |
| WORLD VISON | ||||||
| 34834 WEYERHAEUSER WAY S | FEDERAL WAY | WA | 98001 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $2,014 |
| YNOP | ||||||
| PO BOX 2426 | HAVRE | MT | 59501 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $1,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $276,834 | 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 | $107 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $154,846 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $466 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $721,122 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $876,541 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $876,541 | 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 | JOHN LAKE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1511 US HIGHWAY 287 NORTH | AddressLine1Txt |
| City | CAMERON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59720 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,003,632 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $1,003,632 | FairMarketValueAmt |
| Received | 2019-12-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,627 | Amt |
| Net Investment Income | $7,627 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $2,504,561 | EOYBookValueAmt |
| EOYFMV | $4,192,771 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $972,537 | $980,016 |
| PARTNERSHIPS | AT COST | $1,365,306 | $1,366,623 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED BUILT IN GAIN ON CONTRIBUTED ASSETS | Desc |
| Amt | $163,206 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DEDUCTIONS | Desc |
| Revenue And Expenses Per Books | $15,367 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15,367 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PORTFOLIO INCOME | Desc |
| Revenue And Expenses Per Books | $466 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $466 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $466 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING CHECKS | Desc |
| BOY Book Value | $21,501 | BOYBookValueAmt |
| EOY Book Value | $14,500 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $23,029 | $0 | $0 |
| FOREIGN TAXES | $1,069 | $1,069 | $0 |
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