LABA FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LABA FOUNDATION (EIN 33-0707257)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201923199349102617
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T14:02:01-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330883243 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIPSEY YOUNGREN MEANS OGREN SANDBERG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 B STREET SUITE 1400 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921014423 | 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 | 330707257 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LABA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LABA | BusinessNameControlTxt |
| Phone | 8582329899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1029 | AddressLine1Txt |
| City | KAMAS | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHIL D'AGOSTINI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8582329899 | PhoneNum |
| Signature | 2019-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH OGREN | PreparerPersonNm |
| PTIN | P00697123 | PTIN |
| Phone | 6192340877 | PhoneNum |
| Preparation | 2019-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.249.206.220 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-08 | IPDt |
| IP Tm | 09:59:29 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C1C74D4EBDB20D608C58D3206E71A00A997169D3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C982B52DE2AA43BC936A086897910BBC8925184A | 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 | $233,200 | 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 | $1,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Gross Rents Rev And Expnss | $16,907 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $16,907 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $5,044 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,407 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,907 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $810 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $390 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,794 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,436 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $359 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,907 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,907 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,310 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $6,310 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $11,979 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,818 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,161 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,190 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,281 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,910 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,006 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,006 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,196 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,281 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,916 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,789 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,141 | CashBOYAmt |
| Cash EOY | $12,975 | CashEOYAmt |
| Cash EOYFMV | $12,975 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,700 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,700 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,700 | SavAndTempCashInvstEOYFMVAmt |
| Invst Land Cost Or Other Basis | $173,513 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $18,141 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $161,682 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $155,372 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $155,372 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $30,966 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,966 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $30,966 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $31,500 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $31,500 | LandBOYAmt |
| Land EOY | $31,500 | LandEOYAmt |
| Land EOYFMV | $31,500 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $687 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $687 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $239,989 | TotalAssetsBOYAmt |
| Total Assets EOY | $233,200 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $233,200 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,178 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,178 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,178 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,178 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $635,812 | CapitalStockBOYAmt |
| Capital Stock EOY | $635,812 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$399,001 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$405,790 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $236,811 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $230,022 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $239,989 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $233,200 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $236,811 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,789 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $230,022 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $230,022 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,393 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $247,399 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042009 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,962 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $251,756 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031626 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,706 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $339,175 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040410 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,581 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $304,165 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044650 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,891 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $298,689 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.086682 | DistributionYr5Rt |
| Total Distribution | 0.245377 | TotalDistributionRt |
| Average Distribution | 0.049075 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $246,123 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,078 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,078 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,916 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 |
| Individual With Books | PHIL D'AGOSTINI | IndividualWithBooksNm |
| Phone | 8582329899 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1029 | AddressLine1Txt |
| City | KAMAS | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84036 | 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 |
|---|---|---|---|---|---|---|---|---|
| PHILIP D'AGOSTINI | ||||||||
| 2405 ELK MEADOWS CIRCLE | KAMAS | UT | 84036 | DIRECTOR | 5.00 | $600 | $0 | $0 |
| DEBORAH D'AGOSTINI | ||||||||
| 2405 ELK MEADOWS CIRCLE | KAMAS | UT | 84036 | DIRECTOR | 2.00 | $600 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,858 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $205,013 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $249,871 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $249,871 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,748 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $246,123 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,306 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,306 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $12,306 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,306 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,306 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,916 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,916 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,916 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,306 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,957 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $10,957 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,916 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,916 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,390 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,390 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,567 | 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 | $6,567 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATION OF STATE TROOPERS | |||||||
| 1949 RAYMOND DIEHL ROAD | TALLAHASSEE | FL | 32308 | NONE | OTHER PUBLIC CHARITY | ASSIST IN ITS STATED MISSION. | $100 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 120 WALLSTREET 29TH FLOOR | NEW YORK | NY | 10005 | NONE | OTHER PUBLIC CHARITY | ASSIST IN ITS STATED MISSION. | $100 |
| CHRIS KYLE FROG FOUNDATION | |||||||
| PO BOX 1337 | MIDLOTHIAN | TX | 76065 | NONE | OTHER PUBLIC CHARITY | ASSIST IN ITS STATED MISSION. | $104 |
| COALITION TO SALUTE AMERICA'S HEROES | |||||||
| PO BOX 96440 | WASHINGTON | DC | 20090 | NONE | OTHER PUBLIC CHARITY | ASSIST IN ITS STATED MISSION. | $60 |
| FEDERATION FOR AMERICAN IMMIGRATION REFORM | |||||||
| 25 MASSACHUSETTS AVE 330 | WASHINGTON | DC | 20001 | NONE | OTHER PUBLIC CHARITY | ASSIST IN ITS STATED MISSION | $50 |
| FOOD FOR THE POOR INC | |||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | NONE | OTHER PUBLIC CHARITY | ASSIST IN ITS STATED MISSION. | $215 |
| LEADERSHIP INSTITUTE | |||||||
| 1101 N HIGHLAND ST | ARLINGTON | VA | 22201 | NONE | OTHER PUBLIC CHARITY | ASSIST IN ITS STATED MISSION. | $100 |
| NATIONAL PARK FOUNDATION | |||||||
| 1110 VERMONT AVE NW 200 | WASHINGTON | DC | 20005 | NONE | OTHER PUBLIC CHARITY | ASSIST IN ITS STATED MISSION. | $25 |
| OPERATION UNDERGROUND RAILROAD | |||||||
| 755 SOUTH MAIN ST 194 | CEDAR CITY | UT | 84720 | NONE | OTHER PUBLIC CHARITY | ASSIST IN ITS STATED MISSION. | $50 |
| PARALYZED VETERANS OF AMERICAN HEROES | |||||||
| PO BOX 921 | WILTON | NY | 03086 | NONE | OTHER PUBLIC CHARITY | ASSIST IN ITS STATED MISSION. | $30 |
| REMEMBRANCE PROJECT | |||||||
| PO BOX 15448 | WASHINGTON | DC | 20003 | NONE | OTHER PUBLIC CHARITY | ASSIST IN ITS STATED MISSION. | $50 |
| SALT LAKE CITY MISSION | |||||||
| 1151 S REDWOOD ROAD 106 | SALT LAKE CITY | UT | 84110 | NONE | OTHER PUBLIC CHARITY | ASSIST IN ITS STATED MISSION. | $200 |
| SHRINERS HOSPITAL | |||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | NONE | OTHER PUBLIC CHARITY | ASSIST IN ITS STATED MISSION. | $100 |
| SOUTH SUMMIT SCHOOL DISTRICT | |||||||
| 285 E 400 S | KAMAS | UT | 84036 | NONE | OTHER PUBLIC CHARITY | ASSIST IN ITS STATED MISSION. | $75 |
| ST JOSEPH'S INDIAN SCHOOL | |||||||
| 1301 N MAIN ST | CHAIMBERLAIN | SD | 57325 | NONE | OTHER PUBLIC CHARITY | ASSIST IN ITS STATED MISSION. | $97 |
| ST JUDES CHILDRENS RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | OTHER PUBLIC CHARITY | ASSIST IN ITS STATED MISSION. | $100 |
| TEA PARTY PATRIOTS FOUNDATION | |||||||
| 2295 TOWNE LAKE PKWY SUITE 116-328 | WOODSTOCK | GA | 30189 | NONE | OTHER PUBLIC CHARITY | ASSIST IN ITS STATED MISSION. | $125 |
| THE SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | NONE | OTHER PUBLIC CHARITY | ASSIST IN ITS STATED MISSION. | $100 |
| TUNNEL 2 TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | OTHER PUBLIC CHARITY | ASSIST IN ITS STATED MISSION. | $105 |
| U OF U DEVELOPMENT | |||||||
| 332 S 1400 E 150 | SLC | UT | 84112 | NONE | OTHER PUBLIC CHARITY | ASSIST IN ITS STATED MISSION. | $120 |
| USO | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | NONE | OTHER PUBLIC CHARITY | ASSIST IN ITS STATED MISSION. | $50 |
| UTAH POLICE ASSOCIATION | |||||||
| 230 W 200 S 206 | SALT LAKE CITY | UT | 84101 | NONE | OTHER PUBLIC CHARITY | ASSIST IN ITS STATED MISSION. | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,006 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531110 | BusinessCd |
| Unrelated Business Taxbl Incm | $5,044 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,044 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,044 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | THE FOUNDATION HAS INVESTED ITS FUNDS IN A MANNER TO PROVIDE SECURITY OF ITS PRINCIPAL WHILE RECEIVING A RETURN THAT PREVENTS THE DIMINISHMENT OF ITS ASSETS BY INFLATION. THIS ALLOWS THE FOUNDATION TO KEEP SUPPORTING ITS EDUCATIONAL AND OTHER CHARITABLE GOALS. | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,794 | Amt |
| Net Investment Income | $1,436 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $359 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WINDER LANE RESIDENTIAL | PropertyDesc |
| Acquired | 2016-02-01 | AcquiredDt |
| Cost Or Other Basis | $173,513 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $11,831 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 27.500000000000 | LifeRt |
| Current Year Expense | $6,310 | CurrentYearExpenseAmt |
| Net Investment Income | $6,310 | NetInvestmentIncomeAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WINDER LANE RESIDENTIAL | CategoryOrItemTxt |
| Cost Or Other Basis | $173,513 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $18,141 | AccumulatedDepreciationAmt |
| Book Value | $155,372 | BookValueAmt |
| EOYFMV | $173,513 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT - COINS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $30,966 | BookValueAmt |
| EOYFMV | $30,966 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM WANDERCREEK | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $687 | EOYBookValueAmt |
| EOYFMV | $687 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING | $7,860 | $3,162 | $4,698 |
| MISCELLANEOUS EXPENSES | $463 | $0 | $463 |
| WINDER - LANDSCAPING AND GROUNDSKEEPING | $385 | $385 | $0 |
| WINDER - MANAGEMENT FEE | $663 | $663 | $0 |
| WINDER - REPAIRS & MAINTENANCE | $1,690 | $1,690 | $0 |
| WINDER - UTILITIES | $918 | $918 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY DEPOSITS | $2,215 | $2,215 |
| WINDER CLEARING ACCT | $963 | $963 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE MINIMUM TAX | $10 | $10 | $0 |
| WINDER - PROPERTY TAX | $1,897 | $1,897 | $0 |
Comments