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GIVE2LIVE: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
GIVE2LIVE (EIN 35-2431650)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-04-15
IRS object ID
201921069349100402
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-04-15T15:29:01-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN352431650EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GIVE2LIVEBusinessNameLine1Txt
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
Signature2019-04-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHERYL SIEMEN KOTZEN CPAPreparerPersonNm
PTINP01075090PTIN
Phone2814882022PhoneNum
Preparation2019-04-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-15IPDt
IP Tm15:29:01IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5B65FFC802729894C6F0E4385717F87D181EB6B6AtSubmissionCreationDeviceId
At Submission Filing Device Id4377D0915D2864374114970036F67BC987322E75AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,924FMVAssetsEOYAmt
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$8,527DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,527DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,482NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,482GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,482CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,009TotalRevAndExpnssAmt
Total Net Invst Incm$10,009TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$895AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$110TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$150OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,155TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,955TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$11,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,946ExcessRevenueOverExpensesAmt
Net Investment Income$10,009NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,258CashBOYAmt
Cash EOY$4,924CashEOYAmt
Cash EOYFMV$4,924CashEOYFMVAmt
Other Investments BOY$138,375OtherInvestmentsBOYAmt
Other Investments EOY$103,497OtherInvestmentsEOYAmt
Total Assets BOY$145,633TotalAssetsBOYAmt
Total Assets EOY$108,421TotalAssetsEOYAmt
Total Assets EOYFMV$4,924TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$145,633UnrestrictedBOYAmt
Unrestricted EOY$108,421UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$145,633TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$108,421TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$145,633TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$108,421TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$145,633TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,946ExcessRevenueOverExpensesAmt
Other Increases$26,814OtherIncreasesAmt
Subtotal$169,501SubtotalAmt
Other Decreases$61,080OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$108,421TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyKKR CAPITAL CORP.PropertyDesc
How AcquiredPHowAcquiredCd
Sold2018-12-26SoldDt
Gross Sales Price$4GrossSalesPriceAmt
Gain Or Loss$4GainOrLossAmt
Gains Minus Excess Or Losses$4GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,482CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,420AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$148,466NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049978DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,800AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$147,653NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.025736DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,682AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$151,477NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.044112DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,250AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$151,060NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.014895DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,424AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$146,045NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.057681DistributionYr5Rt
Total Distribution0.192402TotalDistributionRt
Average Distribution0.038480AverageDistributionRt
Net Vl Noncharitable Assets$130,390NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,017AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$100NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,117AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$11,800QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$100InvestmentIncomeExciseTaxAmt
Subtotal$100SubtotalAmt
Tax Based On Investment Income$100TaxBasedOnInvestmentIncomeAmt
Tax Due$100TaxDueAmt

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 LANEALPINEUT84004PRESIDENT0.25$0$0$0
TIFFANY D WELLMAN
430 RIDGE LANEALPINEUT84004VP0.25$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$122,484AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,892AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$132,376TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$132,376AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,986CashDeemedCharitableAmt
Net Vl Noncharitable Assets$130,390NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,520MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,520MinimumInvestmentReturnAmt
Tax Based On Investment Income$100TaxBasedOnInvestmentIncomeAmt
Total Tax$100TotalTaxAmt
Distributable Before Adj$6,420DistributableBeforeAdjAmt
Distributable Before Ded$6,420DistributableBeforeDedAmt
Distributable As Adjusted$6,420DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,800ExpensesAndContributionsAmt
Qualifying Distributions$11,800QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$100PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$11,700AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,420DistributableAsAdjustedAmt
Undistributed Income PY$7,016UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Total For Prior Years$1,234TotalForPriorYearsAmt
Qualifying Distributions$11,800QualifyingDistributionsAmt
Applied To Year1$7,016AppliedToYear1Amt
Applied To Current Year$4,784AppliedToCurrentYearAmt
Prior Year Undistributed Incm$1,234PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$1,234PriorYearDeficiencyOrTaxAmt
Undistributed Income CY$1,636UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHURCH OF JESUS CHRIST LATTER DAY
50 EAST NORTH TEMPLE STSALT LAKE CITYUT84150MISSIONARY FUND/HUMANITARIAN AID$3,500
A CHILD'S HOPE
165 N 1330 WEST STE A1OREMUT84057ORPHANAGES$500
BRIDLE UP HOPE
1725 1141 E 600 SOUTHALPINEUT84004EQUINE THERAPY$800
COLUMBUS HOUSE
3495 S WEST TEMPLESALT LAKE CITYUT84115HELP INDIVIDUALS WITH DISABILITIES$100
LEUKEMIA & LYMPHOMA SOCIETY
310 E 4500 SOUTH SUITE 2MURRAYUT84107FIND A CURE$2,890
YOUNIQUE FOUNDATION
3400 W MAYFLOWER AVELEHIUT84043SEXUAL ABUSE RECOVERY$3,100
DISTINGUISHED YOUNG WOMEN OF UT
378 RIDGE DRIVEALPINEUT84004SCHOLARSHIPS$910
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,527ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,482ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$10,009ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,009TotalIncomeProducingActyAmt

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$895Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmt
ROYAL ALLIANCE/NATL FINANCIAL SERVFMV$55,835
CARTER VALIDUS MISSION CRITICALFMV$47,662

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$61,080Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
MEALS$150

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONSDesc
Amt$26,814Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$110Amt

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