BETA

GIVE2LIVE: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
GIVE2LIVE (EIN 35-2431650)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-03
IRS object ID
201841239349100344
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)
Return2018-05-03T11:23:33-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-05-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHERYL SIEMEN KOTZEN CPAPreparerPersonNm
PTINP01075090PTIN
Phone2814882022PhoneNum
Preparation2018-05-03PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$145,633FMVAssetsEOYAmt
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$6,389DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,389DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,728NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,728GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,728CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$11,117TotalRevAndExpnssAmt
Total Net Invst Incm$11,117TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,525AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$302TaxesRevAndExpnssAmt
Taxes Net Invst Incm$150TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,827TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$150TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,530ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,530ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,357TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$150TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,530TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,760ExcessRevenueOverExpensesAmt
Net Investment Income$10,967NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,815CashBOYAmt
Cash EOY$7,258CashEOYAmt
Cash EOYFMV$7,258CashEOYFMVAmt
Other Investments BOY$144,460OtherInvestmentsBOYAmt
Other Investments EOY$138,375OtherInvestmentsEOYAmt
Other Investments EOYFMV$138,375OtherInvestmentsEOYFMVAmt
Total Assets BOY$152,275TotalAssetsBOYAmt
Total Assets EOY$145,633TotalAssetsEOYAmt
Total Assets EOYFMV$145,633TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$152,275UnrestrictedBOYAmt
Unrestricted EOY$145,633UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$152,275TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$145,633TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$152,275TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$145,633TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$152,275TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,760ExcessRevenueOverExpensesAmt
Subtotal$154,035SubtotalAmt
Other Decreases$8,402OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$145,633TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$4,728CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,800AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$147,653NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.025736DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,682AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$151,477NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044112DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,250AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$151,060NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.014895DistributionYr3Rt
Adjusted Qlfy Distri Yr4$8,424AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$146,045NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.057681DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,483AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$159,400NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.046945DistributionYr5Rt
Total Distribution0.189369TotalDistributionRt
Average Distribution0.037874AverageDistributionRt
Net Vl Noncharitable Assets$148,466NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,623AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$110NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,733AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,530QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$110InvestmentIncomeExciseTaxAmt
Subtotal$110SubtotalAmt
Tax Based On Investment Income$110TaxBasedOnInvestmentIncomeAmt
Tax Due$110TaxDueAmt

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

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$144,001AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,726AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$150,727TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$150,727AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,261CashDeemedCharitableAmt
Net Vl Noncharitable Assets$148,466NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,423MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,423MinimumInvestmentReturnAmt
Tax Based On Investment Income$110TaxBasedOnInvestmentIncomeAmt
Total Tax$110TotalTaxAmt
Distributable Before Adj$7,313DistributableBeforeAdjAmt
Distributable Before Ded$7,313DistributableBeforeDedAmt
Distributable As Adjusted$7,313DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,530ExpensesAndContributionsAmt
Qualifying Distributions$7,530QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$110PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$7,420AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,313DistributableAsAdjustedAmt
Undistributed Income PY$7,233UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Total For Prior Years$1,234TotalForPriorYearsAmt
Qualifying Distributions$7,530QualifyingDistributionsAmt
Applied To Year1$7,233AppliedToYear1Amt
Applied To Current Year$297AppliedToCurrentYearAmt
Prior Year Undistributed Incm$1,234PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$1,234PriorYearDeficiencyOrTaxAmt
Undistributed Income CY$7,016UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 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$5,850
THANKSGIVING POINT
3003 N THANKSGIVING WAYLEHIUT84043BOTANICAL GARDEN$220
A CHILD'S HOPE
165 N 1330 WEST STE A1OREMUT84057ORPHANAGES$960
BRIDLE UP HOPE
1725 1141 E 600 SOUTHALPINEUT84004EQUINE THERAPY$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,530TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,389ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,728ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$11,117ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,117TotalIncomeProducingActyAmt

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$1,525Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ROYAL ALLIANCE/NATL FINANCIAL SERVFMV$49,900$49,900
CARTER VALIDUS MISSION CRITICALFMV$88,475$88,475
CORPORATE CAPITAL TRUSTFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$8,402Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
2016 FEDERAL TAXES$150$150
TAXES$152

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.