BRUCE LINDORF MEMORIAL FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE LINDORF MEMORIAL FOUNDATION (EIN 23-7061702)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-07-17
- IRS object ID
- 201841989349100534
- Schema version
- 2016v3.0
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-17T17:32:37-07:00 | ReturnTs |
| Tax Period End | 2017-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN K HORTIN CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1521 N Technology Way | AddressLine1Txt |
| City | Orem | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84097 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237061702 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bruce Lindorf Memorial Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRUC | BusinessNameControlTxt |
| Phone | 8014260633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o 51 West Center 604 | AddressLine1Txt |
| City | Orem | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84057 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD S LINDORF | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8014260633 | PhoneNum |
| Signature | 2018-07-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN K HORTIN | PreparerPersonNm |
| Phone | 8013748740 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,300,273 | 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 | $85,200 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $139,540 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $139,540 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $139,540 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $140,350 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $29,747 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $144,483 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $369,223 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $279,890 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $169,287 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $56,579 | OthEmplSlrsWgsRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,712 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $7,146 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $85,856 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43,573 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,588 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $155,293 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,573 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,588 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $170,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $170,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $325,643 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,573 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $194,938 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $43,580 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $236,317 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $169,287 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $188,269 | CashBOYAmt |
| Cash EOY | $356,911 | CashEOYAmt |
| Cash EOYFMV | $356,911 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,054,793 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $425,820 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $425,820 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $100,975 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $135,797 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $193,701 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,978,898 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,279,722 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,806,487 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,204,699 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,513,388 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,517,354 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,527,634 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,711,638 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,300,273 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,034 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,109 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $4,034 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,109 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,523,600 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,707,529 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,523,600 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,707,529 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,527,634 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,711,638 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,523,600 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $43,580 | ExcessRevenueOverExpensesAmt |
| Other Increases | $140,349 | OtherIncreasesAmt |
| Subtotal | $4,707,529 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,707,529 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SCHWAB 9597-6405 LT SEE DETAIL STMT 1 | P | 2016-11-30 | 2017-11-30 | $129,762 | $0 | $98,641 | $31,121 | $0 | $0 | $0 | $31,121 |
| SCHWAB 3148-8379 LT SEE DETAIL STMT 2 | P | 2016-11-30 | 2017-11-30 | $698,564 | $0 | $587,542 | $111,022 | $0 | $0 | $0 | $111,022 |
| ROC BRIDGE K-1 | P | 2016-11-30 | 2017-11-30 | $6,907 | $0 | $0 | $6,907 | $0 | $0 | $0 | $6,907 |
| SCHWAB 9597-6405 ST SEE DETAIL STMT 1 | P | 2017-11-30 | 2017-11-30 | $777,161 | $0 | $744,088 | $33,073 | $0 | $0 | $0 | $33,073 |
| SCHWAB 3148-8379 ST SEE DETAIL STMT 2 | P | 2017-11-30 | 2017-11-30 | $258,870 | $0 | $258,879 | -$9 | $0 | $0 | $0 | -$9 |
| SCHWAB 3148-8379 ST CG DIST STMT 2 | P | 2017-11-30 | 2017-11-30 | $795 | $0 | $0 | $795 | $0 | $0 | $0 | $795 |
| SCHWAB 3148-8379 LT CG DIST STMT 2 | P | 2016-11-30 | 2017-11-30 | $2,209 | $0 | $0 | $2,209 | $0 | $0 | $0 | $2,209 |
| NEWELL BRANDS | P | 2017-06-28 | 2017-11-02 | $7,146 | $0 | $11,258 | -$4,112 | $0 | $0 | $0 | -$4,112 |
| CLEARBRIDGE TACTICAL | P | 2014-07-25 | 2017-05-30 | $47,155 | $0 | $54,132 | -$6,977 | $0 | $0 | $0 | -$6,977 |
| EMERGING MARKETS FD | P | 2014-07-29 | 2017-05-30 | $79,642 | $0 | $85,005 | -$5,363 | $0 | $0 | $0 | -$5,363 |
| VIRTUS OPP TR EMRG MARKETS | P | 2014-07-29 | 2017-05-30 | $86,555 | $0 | $85,005 | $1,550 | $0 | $0 | $0 | $1,550 |
| CITIZENS COMM CO | P | 2015-03-23 | 2017-05-10 | $118,677 | $0 | $157,144 | -$38,467 | $0 | $0 | $0 | -$38,467 |
| ONECK INC | P | 2016-05-09 | 2017-06-26 | $59,445 | $0 | $51,209 | $8,236 | $0 | $0 | $0 | $8,236 |
| RBC CAPITAL CAP GAIN DIST | P | 2016-11-30 | 2017-11-30 | $365 | $0 | $0 | $365 | $0 | $0 | $0 | $365 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $140,350 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $29,747 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $212,367 | AdjustedQlfyDistriYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $207,148 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,602,881 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045004 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $276,898 | AdjustedQlfyDistriYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $134,720 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,627,775 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037136 | DistributionYr5Rt |
| Total Distribution | 0.082140 | TotalDistributionRt |
| Average Distribution | 0.016428 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,885,445 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $80,258 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,363 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $82,621 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $194,938 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,363 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,363 | SubtotalAmt |
| Tax Based On Investment Income | $2,363 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,692 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,692 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$4,692 | OriginalReturnOverpaymentAmt |
| Overpayment | $2,329 | OverpaymentAmt |
| Applied To ES Tax | $2,329 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GREG GRAUL | IndividualWithBooksNm |
| Phone | 8014264366 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 West Center 604 | AddressLine1Txt |
| City | Orem | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84057 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| RONALD S LINDORF | ||||||||
| 51 W Center 604 | Orem | UT | 84057 | President | 5.00 | $0 | $0 | $0 |
| TERRI LINDORF | ||||||||
| 51 W Center 604 | Orem | UT | 84057 | Secretary | 1.00 | $0 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,177,112 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $782,731 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,959,843 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,959,843 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,398 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,885,445 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $244,272 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $244,272 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,363 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,363 | TotalTaxAmt |
| Distributable Before Adj | $241,909 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $241,909 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $241,909 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $194,938 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $194,938 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,363 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $192,575 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $241,909 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $134,720 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $77,286 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $215,237 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $427,243 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $194,938 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $194,938 | RemainingDistriFromCorpusAmt |
| Total Corpus | $622,181 | TotalCorpusAmt |
| Undistributed Income CY | $241,909 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $134,720 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $487,461 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $77,286 | ExcessFromYear4Amt |
| Excess From Year1 | $215,237 | ExcessFromYear1Amt |
| Excess From Current Year | $194,938 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD P TERRI LINDORF | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RONALD LINDORF | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 West Center 604 | AddressLine1Txt |
| City | Orem | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8014264366 | RecipientPhoneNum |
| Form And Info And Materials | BY MAIL ONLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRINCIPALLY FUNDS LYME DISEASE RESEARCH AND EDUCATION, ALSO SUPPORTING EDUCATIONAL INSTITUTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LDS Church Mission Funds | ||||||
| 47 E SO TEMPLE ST | SALT LAKE CITY | UT | 84150 | PC501(c)(3) | Charitable | $1,600 |
| Called 2 Serve Foundation | ||||||
| 1095 N Mountain Ridge Rd | Provo | UT | 84604 | PC501(c)(3) | Educational | $42,500 |
| Brigham Young University | ||||||
| 800 W University Pkwy | Provo | UT | 84602 | 501(c)(3) | Educational | $4,200 |
| Utah Valley University | ||||||
| 1161 W 300 N | Orem | UT | 84057 | PC501(c)(3) | Education | $17,900 |
| Make A Wish Foundation | ||||||
| 4742 N 24th St | Phoenix | AZ | 85016 | PC501(c)(3) | Charitable | $1,000 |
| Lyme DiseaseOrg | ||||||
| PO Box 1352 | Chico | CA | 95927 | PC501(c)(3) | Educational | $30,000 |
| National MS Society | ||||||
| 6364 S Highland Dr Ste 101 | Salt Lake City | UT | 84121 | PC501(c)(3) | Charitable | $750 |
| Brigham Young Univ Idaho | ||||||
| 525 S Center St | Rexburg | ID | 83460 | PC501(c)(3) | Education | $2,400 |
| Juvenile Diabetes Research | ||||||
| 132 S 600 E 100 | Salt Lake City | UT | 84102 | PC501(c)(3) | Medical Research | $5,000 |
| COalition to Save San Clemente | ||||||
| 200 Av La Pata | San Clemente | CA | 92673 | 501(c)(3) | charitable | $2,500 |
| LDS Church | ||||||
| 50 E North Temple St | Salt Lake City | UT | 84150 | PC501(c)(3) | Religious | $31,000 |
| The Other Side Academy | ||||||
| 667 E 100 S | Salt Lake City | UT | 84102 | PC501(c)(3) | Charitable | $25,000 |
| SHS Alumni Foundation | ||||||
| 971 E NBanta Rd | Indianapolis | IN | 46227 | 501(c)(3) | Educational | $1,500 |
| SCERA Center for the Arts | ||||||
| 745 S State St | Orem | UT | 84058 | 501(c)(3) | arts | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $170,350 | TotalGrantOrContriPdDurYrAmt |
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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| investment cust fees | $43,571 | $43,573 | |
| Internet/tech | $15,077 | ||
| Supplies | $202 | ||
| Travel | $2,418 | ||
| research contractor | $11,896 | $11,896 | |
| testing, education | $12,692 | $12,692 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED STOCKS-COST | Desc |
| Revenue And Expenses Per Books | $144,483 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAINS | Desc |
| Amt | $140,349 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Federal excise tax | $5,946 |
| foreign taxes | |
| Dues | $1,200 |
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