TERRA FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TERRA FAMILY FOUNDATION (EIN 20-8360832)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201813189349102846
- Schema version
- 2017v2.3
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T13:41:31-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-15 | 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 | 2018-11-14 | 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 | 2018-11-14 | IPDt |
| IP Tm | 15:41:31 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8CCC1BFED4F9CBF02EE12B9C8BDBD3C7AB8AFFF9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 928666E08B3313B3039F72C5F272C5EBEECF0D6E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,121,984 | 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 | $856,585 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $189,366 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $189,366 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,317 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,138,051 | GrossSalesPriceAmt |
| Total Rev And Expnss | $1,087,269 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $189,367 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $50,046 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,046 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,058 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $1,058 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,419 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,046 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,373 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $255,640 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $255,640 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $308,059 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,046 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $258,013 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $779,210 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $139,321 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,757 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,696 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,696 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,989,392 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,765,663 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,111,288 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,997,149 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,776,359 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,121,984 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,997,149 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,776,359 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,997,149 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,776,359 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,997,149 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,776,359 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,997,149 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $779,210 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,776,359 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,776,359 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $250,479 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,766,513 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052550 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $253,167 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,371,532 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057913 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $252,768 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,876,162 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065211 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $205,136 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,360,135 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061050 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $201,748 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,829,081 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071312 | DistributionYr5Rt |
| Total Distribution | 0.308036 | TotalDistributionRt |
| Average Distribution | 0.061607 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,468,650 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $336,907 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,393 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $338,300 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $258,013 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,786 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,786 | SubtotalAmt |
| Tax Based On Investment Income | $2,786 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $960 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $960 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $1,827 | 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 |
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 | $255,640 | 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 | $5,542,702 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,227 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,551,929 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,551,929 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,279 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,468,650 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $273,433 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $273,433 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,786 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,786 | TotalTaxAmt |
| Distributable Before Adj | $270,647 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $270,647 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $270,647 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $258,013 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $258,013 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $258,013 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $270,647 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $61,425 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $37,918 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $60,512 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $35,561 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,112 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $208,528 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $258,013 | QualifyingDistributionsAmt |
| Applied To Current Year | $258,013 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $12,634 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $12,634 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $195,894 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $48,791 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $147,103 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $37,918 | ExcessFromYear4Amt |
| Excess From Year3 | $60,512 | ExcessFromYear3Amt |
| Excess From Year2 | $35,561 | ExcessFromYear2Amt |
| Excess From Year1 | $13,112 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| 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 | |
| COMPASSION CAUSE | |||||||
| 1300 ABERDEEN CIRCLE | GRANITE BAY | CA | 95746 | 501C3 | HEALTH/SOCIAL OUTREACH | $20,000 | |
| CHILDREN'S HOSPITAL | |||||||
| 9300 VALLEY CHILDRENS PL | MADERA | CA | 93636 | 501C3 | HEALTH | $15,000 | OF CENTRAL CA |
| SACRAMENTO CHILDREN'S HOME | |||||||
| 2750 SUTTERVILLE ROAD | SACRAMENTO | CA | 95820 | 501C3 | HEALTH/SOCIAL OUTREACH | $70,000 | |
| 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 | $64,140 | SAYONARA YOUTH CENTER |
| PROJECT HOPE ALLIANCE | |||||||
| 1954 PLACENTIA AVE 202 | COSTA MESA | CA | 92627 | 501C3 | SOCIAL OUTREACH | $25,000 | |
| KINDERHAVEN | |||||||
| P O BOX 2097 | SANDPOINT | ID | 83864 | 501C3 | EDUCATION | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $255,640 | 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 | $1 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $189,366 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $41,317 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $230,684 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $230,684 | 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 | $171,317 | Yes (X) |
| KONDA CHARITABLE LEAD ANNUITY TRUST | ||||||
| 2 | PO BOX 1061 | OAKS | PA | 19456 | $171,317 | Yes (X) |
| KONDA CHARITABLE LEAD ANNUITY TRUST | ||||||
| 3 | PO BOX 1061 | OAKS | PA | 19456 | $171,317 | Yes (X) |
| KONDA CHARITABLE LEAD ANNUITY TRUST | ||||||
| 4 | PO BOX 1061 | OAKS | PA | 19456 | $171,317 | Yes (X) |
| KONDA CHARITABLE LEAD ANNUITY TRUST | ||||||
| 5 | PO BOX 1061 | OAKS | PA | 19456 | $171,317 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,300 | Amt |
| Disbursements Charitable Prps | $1,300 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| SEI 407029 - SHORT-TERM GAINS | PURCHASE | $516,064 | $508,413 | $7,651 |
| SEI 407029 - LONG-TERM GAINS | PURCHASE | $1,919,388 | $1,905,651 | $13,737 |
| SEI 736595EG - SHORT-TERM GAINS | PURCHASE | $222,811 | $210,354 | $12,457 |
| SEI 736595 - SHORT-TERM LOSS | PURCHASE | $350,421 | $352,657 | -$2,236 |
| SEI 736595 - LONG-TERM GAIN | PURCHASE | $2,129,367 | $2,119,659 | $9,708 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEI - SHORT DURATION GOVT FUND | ||
| SEI - INTL FIXED INCOME | ||
| SEI - HIGH YIELD BOND DUND | $155,188 | $152,231 |
| SEI - U.S. MANAGED VOLATILITY FUND | ||
| SEI - EMERGING MARKETS DEBT FD | $143,412 | $147,291 |
| SEI - GLOBAL MANAGED VOL FUND | ||
| SEI - GOVERNMENT FUND | $270,889 | $270,889 |
| SEI - GOVERNMENT FUND | $11,053 | $11,053 |
| SEI - LARGE CAP FUND | $429,676 | $457,229 |
| SEI - SMALL CAP FUND | $91,982 | $91,960 |
| SEI - INTERNATIONAL EQUITY | $392,398 | $461,794 |
| SEI - EMERGING MARKETS EQUITY FUND | $101,472 | $124,847 |
| SEI - US FIXED INCOME FUND | $329,683 | $333,469 |
| SEI - MULTI-STRATEGY ALT FUND | $90,739 | $91,566 |
| SEI - MULTI-ASSET ACCUM FUND | $595,085 | $614,127 |
| SEI - MULTI-ASSET INFL FUND | $242,225 | $237,078 |
| SEI - DYNAMIC ASSET ALLOC FUND | $161,381 | $176,941 |
| SEI - MULTI-ASSET INCOME FUND | $117,795 | $118,326 |
| SEI - SPDR S&P 500 ETF TRUST | $524,976 | $587,626 |
| SEI - SCHWAB US SMALL CAP | $127,700 | $139,968 |
| SEI - ISHARES S&P 500 VALUE | $82,671 | $86,480 |
| SEI - VANGUARD FTSE DEVELOPED MKTS | $459,097 | $533,341 |
| SEI - VANGUARD FTSE EMERGING MKTS | $123,142 | $144,387 |
| SEI - ISHARES CURRENCY HEDGED MSCI | $55,067 | $55,953 |
| SEI - WISDONTREE JAPAN HEDGED EQUITY | $40,760 | $46,989 |
| SEI - VANGUARD TOTAL BOND MARKET | $657,448 | $664,143 |
| SEI - VANGUARD SHORT-TERM TIPS | $180,936 | $178,974 |
| SEI - SPDR BLOOMBERG BARCLAYS HY | $169,781 | $168,141 |
| SEI - VANECK VECTORS JP MORGAN | $78,901 | $82,677 |
| SEI - ISHARES JP MORGAN EM BOND | $79,828 | $81,851 |
| SEI - POWERSHARES SENIOR LOAN PORT | $26,272 | $25,851 |
| SEI - GOVERNMENT FUND | $26,106 | $26,106 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| SUPPLIES - CHECKS | $15 | $15 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $50,046 | Amt |
| Net Investment Income | $50,046 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| STATE & FEDERAL FILING FEES | $983 | $983 |
| FEDERAL EXCISE TAX | $75 | $75 |
Comments