THE ALLISON LEE CONDIT FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE ALLISON LEE CONDIT FOUNDATION (EIN 77-0549288)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-13
IRS object ID
201833179349102468
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-13T17:33:02-08:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271264977PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ECKLEY LOMBARDI GLASCOTT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1950 S BASCOM AVE STE 3118AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP951283538ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770549288EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ALLISON LEE CONDIT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALLIBusinessNameControlTxt
Phone8314761011PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 DEBERNARDO LANEAddressLine1Txt
CityAPTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95003ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROSS CONDITPersonNm
Person TitleOFFICERPersonTitleTxt
Phone8314761011PhoneNum
Signature2018-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMAURICE J ECKLEY JRPreparerPersonNm
PTINP00162376PTIN
Phone4089982180PhoneNum
Preparation2018-11-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address23.24.223.165IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-13IPDt
IP Tm19:33:02IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF365D7F2812635D87B2385C6CEAB5176705F9593AtSubmissionCreationDeviceId
At Submission Filing Device Id3D2D5F19E4397D51B1F009A88E35A8C3F5C66B28AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$257,347FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12,146ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$6,375DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,375DividendsNetInvstIncmAmt
Dividends Adj Net Incm$6,375DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$12NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3GrossSalesPriceAmt
Total Rev And Expnss$18,509TotalRevAndExpnssAmt
Total Net Invst Incm$6,375TotalNetInvstIncmAmt
Total Adj Net Incm$6,375TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,320AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$185TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,505TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,205TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,304ExcessRevenueOverExpensesAmt
Net Investment Income$6,375NetInvestmentIncomeAmt
Adjusted Net Income$6,375AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$8,020SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$193SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$193SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$101,133CorporateStockBOYAmt
Corporate Stock EOY$113,264CorporateStockEOYAmt
Corporate Stock EOYFMV$257,154CorporateStockEOYFMVAmt
Total Assets BOY$109,153TotalAssetsBOYAmt
Total Assets EOY$113,457TotalAssetsEOYAmt
Total Assets EOYFMV$257,347TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$109,153RetainedEarningBOYAmt
Retained Earning EOY$113,457RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$109,153TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$113,457TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$109,153TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$113,457TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$109,153TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,304ExcessRevenueOverExpensesAmt
Subtotal$113,457SubtotalAmt
Tot Net Ast Or Fund Balances EOY$113,457TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$14,892AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$208,356NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.071474DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,750AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$195,278NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.034566DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,090AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$180,512NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.011578DistributionYr3Rt
Adjusted Qlfy Distri Yr4$7,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$146,425NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051221DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$130,077NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.011532DistributionYr5Rt
Total Distribution0.180371TotalDistributionRt
Average Distribution0.036074AverageDistributionRt
Net Vl Noncharitable Assets$241,001NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$8,694AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$64NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$8,758AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$12,700QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$64InvestmentIncomeExciseTaxAmt
Subtotal$64SubtotalAmt
Tax Based On Investment Income$64TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$92EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$150ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$242TotalPaymentsAndCreditsAmt
Overpayment$178OverpaymentAmt
Applied To ES Tax$178AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROSS CONDITIndividualWithBooksNm
Phone8314761011PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1150 DEBERNARDO LNAddressLine1Txt
CityAPTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95003ZIPCd
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 PYfalseUndistributedIncomePYInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonROSS CONDITPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 DEBERNARDO LANEAddressLine1Txt
CityAPTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP950032738ZIPCd
FieldValueIRS element (for citing)
TitleOFFICERTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$240,564AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,107AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$244,671TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$244,671AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,670CashDeemedCharitableAmt
Net Vl Noncharitable Assets$241,001NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,050MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,050MinimumInvestmentReturnAmt
Tax Based On Investment Income$64TaxBasedOnInvestmentIncomeAmt
Total Tax$64TotalTaxAmt
Distributable Before Adj$11,986DistributableBeforeAdjAmt
Distributable Before Ded$11,986DistributableBeforeDedAmt
Distributable As Adjusted$11,986DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,700ExpensesAndContributionsAmt
Qualifying Distributions$12,700QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$64PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$12,636AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,986DistributableAsAdjustedAmt
Undistributed Income PY$5,062UndistributedIncomePYAmt
Qualifying Distributions$12,700QualifyingDistributionsAmt
Applied To Year1$5,062AppliedToYear1Amt
Applied To Current Year$7,638AppliedToCurrentYearAmt
Undistributed Income CY$4,348UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROSS CONDITRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1150 DEBERNARDO LNAddressLine1Txt
CityAPTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP950032738ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8314761011RecipientPhoneNum
Form And Info And MaterialsLETTER OF REQUEST; IRS QUALIFICATION LTR; PURPOSEFormAndInfoAndMaterialsTxt
Submission Deadlines90 DAYS PRIOR TO NEEDSSubmissionDeadlinesTxt
Restrictions On AwardsHANDICAPPED CHILDREN & ADULTS NEEDSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
WATCH RESOURCES INC
12801 CABEZUT RDSONORACA95370NONE501(C)(3)HANDICAP CHILDREN$10,000
SPECIAL PARENTS INFORMATION NETWORK
PO BOX 2367SANTA CRUZCA95063NONE501(C)(3)SPECIAL NEEDS CHILDREN$500
THE LIVING BREATH FOUNDATION
2031 MARSALA CIRMONTEREYCA93940NONE501(C)(3)SUPPORT CHILDREN W/ CYSTIC FIBROSIS$200
DOWN SYNDROME CONNECTION OF THE BAY
101-J TOWN COUNTRY DRDANVILLECA94526NONE501(C)(3)SUPPORT PEOPLE WITH DOWN SYNDROME$1,500AREA
SHARED ADVENTURES
PO BOX 396SANTA CRUZCA95061NONE501(C)(3)IMPROVE QUALITY OF LIFE FOR DISABLED$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,375ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$12RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,375ExclusionAmt
Related Or Exempt Function Incm-$12RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,363TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementSALES OF STOCKRelationshipStatementTxt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonROSS SUSAN CONDITContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1150 DEBERNARDO LANEAddressLine1Txt
CityAPTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95003ZIPCd
FieldValueIRS element (for citing)
Total Contributions$12,146TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property200 SHARES OF SYSCO CORP STOCKNoncashPropertyDesc
Fair Market Value$12,146FairMarketValueAmt
Received2017-12-29ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,320Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetFRONTIER COMM COAssetDesc
Acquired2009-10AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2017-07SoldDt
Gross Sales Price$3GrossSalesPriceAmt
Basis$15BasisAmt
Total Net-$12TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$113,264EOYBookValueAmt
EOYFMV$257,154EOYFMVAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonROSS SUSAN CONDITPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 DEBERNARDO LNAddressLine1Txt
CityAPTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP950032738ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$185Amt

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