AMICUS FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- AMICUS FOUNDATION (EIN 47-2605358)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-05
- IRS object ID
- 201813099349100236
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-05T14:34:45-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391774588 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VOGEL CONSULTING GROUP SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3415 GATEWAY ROAD | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53045 | 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 | 472605358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMICUS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMIC | BusinessNameControlTxt |
| Phone | 4066823906 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 286 | AddressLine1Txt |
| City | CAMERON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59720 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN LAKE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4066823906 | PhoneNum |
| Signature | 2018-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHANNON M ZUR | PreparerPersonNm |
| PTIN | P00366024 | PTIN |
| Phone | 2627904960 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.11.215.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-23 | IPDt |
| IP Tm | 09:48:04 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 856C01ED71E88F4AD7B980225FA4FC489C45CD57 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D9A0B72BDE935A53880B388BA35F4CC95F8648D3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,405,589 | 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 | $428,430 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $50 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $54,001 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,001 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,557 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $259,598 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $94,557 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $577,038 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $148,608 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,561 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,561 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $949 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,510 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,561 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $158,213 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $158,213 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $164,723 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,561 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $158,213 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $412,315 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $143,047 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $129,422 | CashBOYAmt |
| Cash EOY | $195,780 | CashEOYAmt |
| Cash EOYFMV | $195,780 | CashEOYFMVAmt |
| Corporate Stock BOY | $729,424 | CorporateStockBOYAmt |
| Corporate Stock EOY | $898,539 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,991,239 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $94,860 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $103,303 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $218,570 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $953,706 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,197,622 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,405,589 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,600 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,569 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,600 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,569 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $952,106 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,195,053 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $952,106 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,195,053 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $953,706 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,197,622 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $952,106 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $412,315 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,381 | OtherIncreasesAmt |
| Subtotal | $1,366,802 | SubtotalAmt |
| Other Decreases | $171,749 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,195,053 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| SHORT TERM | P | 2017-01-01 | 2017-12-31 | $17 | $17 | |
| LONG TERM | P | 2016-01-01 | 2017-12-31 | $94,474 | $94,474 | $259,532 |
| CAPITAL GAINS DIVIDENDS | P | $66 | $66 | $66 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $94,557 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $224,443 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,480,248 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.151625 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $131,201 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,438,487 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.091208 | DistributionYr2Rt |
| Total Distribution | 0.242833 | TotalDistributionRt |
| Average Distribution | 0.121417 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,833,420 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $222,608 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,430 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $224,038 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $158,213 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,861 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,861 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,861 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,320 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $541 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VOGEL CONSULTING GROUP SC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2627904960 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3415 GATEWAY ROAD | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN LAKE | ||||||||
| 1511 US HIGHWAY 287 NORTH | CAMERON | MT | 59720 | DIRECTOR & PRESIDENT | 5.00 | $0 | $0 | $0 |
| SHEILA LAKE | ||||||||
| 1511 US HIGHWAY 287 NORTH | CAMERON | MT | 59720 | DIRECTOR & SECRETARY | 5.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,778,439 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $82,901 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,861,340 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,861,340 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,920 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,833,420 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,671 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,671 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,861 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,861 | TotalTaxAmt |
| Distributable Before Adj | $88,810 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $88,810 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $88,810 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $158,213 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $158,213 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $158,213 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,810 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $60,946 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $153,049 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $213,995 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $158,213 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $88,810 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $69,403 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $283,398 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $283,398 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $60,946 | ExcessFromYear2Amt |
| Excess From Year1 | $153,049 | ExcessFromYear1Amt |
| Excess From Current Year | $69,403 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASSISTANCE LEAGUE OF BAKERSFIELD | ||||||
| PO BOX 2286 | BAKERSFIELD | CA | 93303 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $500 |
| BAKERSFIELD ARC INC | ||||||
| 2240 S UNION AVE | BAKERSFIELD | CA | 93307 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $1,000 |
| BAKERSFIELD PREGNANCY CENTER INC | ||||||
| 1801 21ST ST STE 1 | BAKERSFIELD | CA | 93301 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| BAKERSFIELD RESCUE MISSION | ||||||
| 212 21ST STREET | BAKERSFIELD | CA | 93301 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| CAHP WIDOWS AND ORPHANS' TRUST FUND | ||||||
| PO BOX 161209 | SACRAMENTO | CA | 95816 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $500 |
| CAL POLY FOUNDATION | ||||||
| 3801 W TEMPLE AVE | SAN LUIS OBISPO | CA | 93407 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $20,000 |
| CALIFORNIA AGRICULTURAL LEADERSHIP FOUNDATION | ||||||
| PO BOX 479 | SALINAS | CA | 93902 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $10,000 |
| CAMPUS CRUSADE | ||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $1,500 |
| CASA OF KERN COUNTY | ||||||
| 1717 COLUMBUS ST | BAKERSFIELD | CA | 93305 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| CHARLIE RUSSELL RIDERS FOUNDATION | ||||||
| PO BOX 1284 | BIGFORK | MT | 59911 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $500 |
| CHILDREN TO LOVE INTERNATIONAL | ||||||
| PO BOX 9575 | BAKERSFIELD | CA | 93389 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $2,200 |
| CITIZENS UNITED | ||||||
| 1006 PENNSYVANIA AVE SE | WASHINGTON | DC | 20003 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $1,000 |
| CONSERVATION FORCE | ||||||
| 3240 S I-10 SERVICE ROAD SUITE 200 | METAIRIE | LA | 70001 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $250 |
| CRU | ||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $3,500 |
| ENVISION EXPERIENCE | ||||||
| 1919 GALLOWS ROAD SUITE 700 | VIENNA | VA | 22182 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $2,400 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $4,000 |
| FROM ASHES TO BEAUTY | ||||||
| PO BOX 1545 | BAKERSFIELD | CA | 93302 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $1,500 |
| GARDEN PATHWAYS | ||||||
| 1616 29TJ STREET | BAKERSFIELD | CA | 93301 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| GENE HARRIS JAZZ FESTIVAL BOISE STATE UNIVERSITY | ||||||
| 1173 UNIVERSITY DRIVE | BOISE | ID | 83706 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $2,500 |
| GOLDEN EMPIRE GLEANERS | ||||||
| 1326 30TH ST UNIT A | BAKERSFIELD | CA | 93301 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $300 |
| HOFFMANN HOSPICE | ||||||
| 8501 BRIMHALL RD BLDG 100 | BAKERSFIELD | CA | 93312 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $1,000 |
| INTERNATIONAL CHRISTIAN MINISTRIES | ||||||
| 4404 ROCK LAKE DR | BAKERSFIELD | CA | 93313 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $2,000 |
| INTERVARSITY CHRISTIAN FELLOWSHIP | ||||||
| PO BOX 7895 | MADISON | WI | 53707 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $1,800 |
| KERN COUNTY TEEN CHALLENGE | ||||||
| PO BOX 1011 | BAKERSFIELD | CA | 93302 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $2,500 |
| KERN LITERACY COUNCIL | ||||||
| 331 18TH ST | BAKERSFIELD | CA | 93301 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| K-LOVE | ||||||
| PO BOX 2098 | OMAHA | NE | 68172 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $600 |
| MADISON VALLEY BAPTIST CHURCH | ||||||
| 5050 HWY 287 N | ENNIS | MT | 59729 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $10,000 |
| MADISON VALLEY MEDICAL CENTER FOUNDATION | ||||||
| PO BOX 993 | ENNIS | MT | 59729 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $1,000 |
| MOMS IN PRAYER INTERNATIONAL | ||||||
| PO BOX 1120 | POWAY | CA | 92074 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $10,000 |
| MONTANA HOPE PROJECT | ||||||
| PO BOX 5927 | HELENA | MT | 59604 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $300 |
| NAMI OF KERN COUNNTY | ||||||
| PO BOX 9144 | BAKERSFIELD | CA | 93389 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $1,000 |
| PACIFIC JUSTICE INSTUTUTE | ||||||
| PO BOX 276600 | SACRAMENTO | CA | 95827 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $10,000 |
| RICH FORK BAPTIST CHURCH | ||||||
| 3993 OLD HIGHWAY 29 | THOMASVILLE | NC | 27360 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $1,263 |
| RIGHT TO LIFE OF KERN COUNTY | ||||||
| PO BOX 11104 | BAKERSFIELD | CA | 93389 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $7,000 |
| RIPE FOR HARVEST WORLD OUTREACH | ||||||
| PO BOX 487 | MONUMENT | CO | 80132 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $2,500 |
| SALVATION ARMY | ||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $500 |
| SAMARITAN'S PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $1,100 |
| SOUTHERN SIERRA BOY SCOUTS | ||||||
| 2417 M STREET | BAKERSFIELD | CA | 93301 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $6,000 |
| THE BROOM TREE REFUGE | ||||||
| 4001 SUNNY FOX RD | MOUNTAIN VIEW | AR | 72560 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $4,000 |
| WARRIORS ON QUIET WATERS | ||||||
| 351 EVERGREEN DRIVE SUITE A | BOZEMAN | MT | 59715 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $5,250 |
| WILD SHEEP FOUNDATION | ||||||
| 412 PRONGHORN TRAIL | BOZEMAN | MT | 59718 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $3,500 |
| WORLD VISON | ||||||
| 34834 WEYERHAEUSER WAY S | FEDERAL WAY | WA | 98001 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $650 |
| WOUNDED HEROES FUND | ||||||
| 3121 STANDARD STREET | BAKERSFIELD | CA | 93308 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $100 |
| YOUTH FOR CHRIST OF KERN COUNTY | ||||||
| 2131 CALIFORNIA AVE | BAKERSFIELD | CA | 93304 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $158,213 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,001 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $94,557 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $148,608 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $148,608 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN LAKE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1511 US HIGHWAY 287 NORTH | AddressLine1Txt |
| City | CAMERON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59720 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $428,430 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $428,430 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,561 | Amt |
| Net Investment Income | $5,561 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $898,539 | EOYBookValueAmt |
| EOYFMV | $1,991,239 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $103,303 | BookValueAmt |
| EOYFMV | $218,570 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REINVESTED PARTNERSHIP DISTRIBUTION | $2,840 |
| UNREALIZED BUILT IN GAIN ON CONTRIBUTED ASSETS | $168,909 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON DIVIDEND DISTRIBUTION | $781 |
| CANCELLED CHECK FROM PRIOR YEAR DISTRIBUTION | $1,600 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKS IN TRANSIT | Desc |
| BOY Book Value | $1,600 | BOYBookValueAmt |
| EOY Book Value | $2,569 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $949 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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