TERRA FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TERRA FAMILY FOUNDATION (EIN 20-8360832)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201903179349101055
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T10:10:42-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274409906 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYD & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 PARKSHORE DR SUITE 100 | AddressLine1Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208360832 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TERR | BusinessNameControlTxt |
| Phone | 9169885870 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 TOMLINSON DR | AddressLine1Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE WESKE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9169885870 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SEAN T BOYD CPA CFP CVA | PreparerPersonNm |
| PTIN | P00194540 | PTIN |
| Phone | 9169322030 | PhoneNum |
| Preparation | 2019-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 10:10:42 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9B378BFF7B0BDFFE79585F0726D6BACE7AD7E6C0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D222FC9E62A7D2120ECA42C97CCA8EC5662CEDB2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,852,576 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $685,268 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $170,604 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $170,604 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $138,730 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,739,153 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $96,913 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,424 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,424 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $996,045 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $268,960 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $59,615 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,615 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,279 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,111 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,168 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $425 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $225 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,769 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,951 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,818 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $290,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $290,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $358,769 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,951 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $295,818 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $637,276 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $206,009 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,696 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,525 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,525 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,765,663 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,406,110 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,845,051 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,776,359 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,413,635 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,852,576 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,776,359 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,413,635 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,776,359 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,413,635 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,776,359 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,413,635 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,776,359 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $637,276 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,413,635 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,413,635 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $96,913 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $258,013 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,468,650 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047180 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $250,479 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,766,513 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052550 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $253,167 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,371,532 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057913 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $252,768 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,876,162 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065211 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $205,136 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,360,135 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061050 | DistributionYr5Rt |
| Total Distribution | 0.283904 | TotalDistributionRt |
| Average Distribution | 0.056781 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,003,573 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $340,889 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,060 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $342,949 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $295,818 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,120 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,120 | SubtotalAmt |
| Tax Based On Investment Income | $4,120 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,090 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,090 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $20 | EsPenaltyAmt |
| Tax Due | $2,050 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINE WESKE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9169885870 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 TOMLINSON DRIVE | AddressLine1Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHRISTINE WESKE | ||||||||
| 144 TOMLINSON DRIVE | FOLSOM | CA | 95630 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| TOM BABER | ||||||||
| 25536 RUE TERRASE | LAGUNA NIGUEL | CA | 92677 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARY PEXA | ||||||||
| 9816 CRANLEIGH DRIVE | GRANITE BAY | CA | 95476 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FOUNDATION ASSISTED COMMUNITY BASED ORGANIZATIONS IN THE WORK OF EDUCATION, HEALTHCARE AND SOCIAL OUTREACH. | Description1Txt |
| Expenses1 | $290,000 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,085,887 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,111 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,094,998 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,094,998 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,425 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,003,573 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $300,179 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $300,179 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,120 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,120 | TotalTaxAmt |
| Distributable Before Adj | $296,059 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $296,059 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $296,059 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $295,818 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $295,818 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $295,818 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $296,059 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $37,918 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $60,512 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,561 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,112 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $147,103 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $295,818 | QualifyingDistributionsAmt |
| Applied To Current Year | $295,818 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $241 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $241 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $146,862 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $37,677 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $109,185 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $60,512 | ExcessFromYear4Amt |
| Excess From Year3 | $35,561 | ExcessFromYear3Amt |
| Excess From Year2 | $13,112 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| FRISTERS | |||||||
| 1718 SKY PARK CIRCLE | IRVINE | CA | 92614 | 501C3 | HEALTH/SOCIAL OUTREACH | $10,000 | |
| ST ANNE'S CATHOLIC SCHOOL | |||||||
| 385 NORTH F STREET | PORTERVILLE | CA | 93257 | 501C3 | EDUCATION | $5,000 | |
| MEDSHARE INTERNATIONAL | |||||||
| 3240 CLIFTON SPRINGS ROAD | DECATUR | GA | 30034 | 501C3 | HEALTH | $5,000 | |
| CHILDREN'S HOSPITAL | |||||||
| 9300 VALLEY CHILDRENS PL | MADERA | CA | 93636 | 501C3 | HEALTH | $20,000 | OF CENTRAL CA |
| SACRAMENTO CHILDREN'S HOME | |||||||
| 2750 SUTTERVILLE ROAD | SACRAMENTO | CA | 95820 | 501C3 | HEALTH/SOCIAL OUTREACH | $60,000 | |
| GEORGE MARK CHILDREN'S HOUSE | |||||||
| 2121 GEORGE MARK LANE | SAN LEANDRO | CA | 94578 | 501C3 | HEALTH/SOCIAL OUTREACH | $50,000 | |
| YOUTH FOR CHRIST MINISTRIES | |||||||
| P O BOX 277728 | SACRAMENTO | CA | 95827 | 501C3 | EDUCATION/SOCIAL OUTREACH | $39,000 | SAYONARA YOUTH CENTER |
| PROJECT HOPE ALLIANCE | |||||||
| 1954 PLACENTIA AVE 202 | COSTA MESA | CA | 92627 | 501C3 | SOCIAL OUTREACH | $25,000 | |
| ALMA COMMUNITY CARES | |||||||
| 4346 54TH STREET | SAN DIEGO | CA | 92115 | 501C3 | SOCIAL OUTREACH | $46,000 | |
| ZAFIA'S HOUSE | |||||||
| P O BOX 1361 | ROSEVILLE | CA | 95678 | 501C3 | HEALTH/SOCIAL OUTREACH | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $290,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $170,604 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,424 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $138,730 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $310,777 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $310,777 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | FOUNDATION ASSISTS COMMUNITY BASED ORGANIZATIONS IN THE WORK OF EDUCATION, HEALTHCARE AND SOCIAL OUTREACH. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| KONDA CHARITABLE LEAD ANNUITY TRUST | ||||||
| 1 | PO BOX 1061 | OAKS | PA | 19456 | $137,054 | Yes (X) |
| KONDA CHARITABLE LEAD ANNUITY TRUST | ||||||
| 2 | PO BOX 1061 | OAKS | PA | 19456 | $137,054 | Yes (X) |
| KONDA CHARITABLE LEAD ANNUITY TRUST | ||||||
| 3 | PO BOX 1061 | OAKS | PA | 19456 | $137,054 | Yes (X) |
| KONDA CHARITABLE LEAD ANNUITY TRUST | ||||||
| 4 | PO BOX 1061 | OAKS | PA | 19456 | $137,053 | Yes (X) |
| KONDA CHARITABLE LEAD ANNUITY TRUST | ||||||
| 5 | PO BOX 1061 | OAKS | PA | 19456 | $137,053 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,450 | Amt |
| Disbursements Charitable Prps | $1,450 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| SEI 7029 LONG-TERM | PURCHASE | $677,884 | $687,580 | -$9,696 |
| SEI 7029 SHORT-TERM | PURCHASE | $225,406 | $226,430 | -$1,024 |
| SEI 6595 LONG-TERM | PURCHASE | $3,526,918 | $3,447,847 | $79,071 |
| SEI 6595 SHORT-TERM | PURCHASE | $1,212,032 | $1,238,566 | -$26,534 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEI - HIGH YIELD BOND FUND | $217,796 | $195,986 |
| SEI - EMERGING MARKETS DEBT FD | $225,564 | $208,502 |
| SEI - GOVERNMENT FUND | $195,169 | $195,169 |
| SEI - GOVERNMENT FUND | $16,426 | $16,426 |
| SEI - LARGE CAP FUND | $842,678 | $726,574 |
| SEI - SMALL CAP FUND | $214,091 | $159,654 |
| SEI - INTERNATIONAL EQUITY | $789,151 | $716,227 |
| SEI - EMERGING MARKETS EQUITY FUND | $262,469 | $237,459 |
| SEI - CORE FIXED INCOME FUND | $142,774 | $139,655 |
| SEI - MULTI-STRATEGY ALT FUND | ||
| SEI - MULTI-ASSET ACCUM FUND | ||
| SEI - MULTI-ASSET INFL FUND | ||
| SEI - DYNAMIC ASSET ALLOC FUND | $268,462 | $255,018 |
| SEI - MULTI-ASSET INCOME FUND | $721,853 | $666,373 |
| SEI - SPDR S&P 500 ETF TRUST | $114,846 | $106,602 |
| SEI - SCHWAB US LARGE CAP | $780,443 | $702,729 |
| SEI - SCHWAB US SMALL CAP | $178,060 | $166,506 |
| SEI - ISHARES S&P 500 VALUE | ||
| SEI - VANGUARD FTSE DEVELOPED MKTS | $593,760 | $555,535 |
| SEI - VANGUARD FTSE EMERGING MKTS | $195,965 | $182,651 |
| SEI - ISHARES CURRENCY HEDGED MSCI | ||
| SEI - WISDONTREE JAPAN HEDGED EQUITY | ||
| SEI - SPDR BARCLAYS HIGH YIELD BOND | $50,289 | $45,615 |
| SEI - VANGUARD TOTAL BOND MARKET | $331,922 | $326,108 |
| SEI - VANGUARD SHORT-TERM TIPS | ||
| SEI - SPDR BLOOMBERG BARCLAYS HY | ||
| SEI - VANECK VECTORS JP MORGAN | $173,999 | $157,674 |
| SEI - ISHARES JP MORGAN EM BOND | $73,554 | $67,749 |
| SEI - POWERSHARES SENIOR LOAN PORT | ||
| SEI - GOVERNMENT FUND | $16,839 | $16,839 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| SUPPLIES | $200 | $200 | |
| INVESTMENT TRANSACTION FEES | $225 | $225 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $1,424 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,424 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $59,615 | Amt |
| Net Investment Income | $59,615 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STATE & FEDERAL FILING FEES | $150 | $150 | |
| FEDERAL EXCISE TAX | $4,018 | $4,018 | |
| FOREIGN TAXES PAID | $3,111 | $3,111 |
Comments