THE ALLISON LEE CONDIT FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE ALLISON LEE CONDIT FOUNDATION (EIN 77-0549288)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201713199349103626
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T12:41:22-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271264977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECKLEY LOMBARDI GLASCOTT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 S BASCOM AVE STE 3118 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951283538 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770549288 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALLISON LEE CONDIT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLI | BusinessNameControlTxt |
| Phone | 8314761011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 DEBERNARDO LANE | AddressLine1Txt |
| City | APTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 950032738 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSS CONDIT | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8314761011 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAURICE J ECKLEY JR | PreparerPersonNm |
| PTIN | P00162376 | PTIN |
| Phone | 4089982180 | PhoneNum |
| Preparation | 2017-10-31 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 347BD03BA957CB072256908C31542F41F58BD215 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3D2D5F19E4397D51B1F009A88E35A8C3F5C66B28 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $231,995 | 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 | $11,252 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,819 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,819 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,819 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,000 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,146 | GrossSalesPriceAmt |
| Total Rev And Expnss | $18,071 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,819 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,819 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,150 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $146 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,296 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,246 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,825 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,819 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,819 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,300 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,020 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,020 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $91,028 | CorporateStockBOYAmt |
| Corporate Stock EOY | $101,133 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $223,975 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $107,328 | TotalAssetsBOYAmt |
| Total Assets EOY | $109,153 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $231,995 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $107,328 | RetainedEarningBOYAmt |
| Retained Earning EOY | $109,153 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $107,328 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $109,153 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $107,328 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $109,153 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $107,328 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,825 | ExcessRevenueOverExpensesAmt |
| Subtotal | $109,153 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $109,153 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $195,278 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034566 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,090 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $180,512 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.011578 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $146,425 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051221 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $130,077 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.011532 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $117,763 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.025475 | DistributionYr5Rt |
| Total Distribution | 0.134372 | TotalDistributionRt |
| Average Distribution | 0.026874 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $208,356 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,599 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $58 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,657 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,950 | 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 | $58 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $58 | SubtotalAmt |
| Tax Based On Investment Income | $58 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $150 | AppliedToEsTaxAmt |
| Total Payments And Credits | $153 | TotalPaymentsAndCreditsAmt |
| Overpayment | $95 | OverpaymentAmt |
| Applied To ES Tax | $95 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 |
| Individual With Books | ROSS CONDIT | IndividualWithBooksNm |
| Phone | 8314761011 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 DEBERNARDO LN | AddressLine1Txt |
| City | APTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95003 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSS CONDIT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 DEBERNARDO LANE | AddressLine1Txt |
| City | APTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 950032738 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $199,369 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,160 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $211,529 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $211,529 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,173 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $208,356 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,418 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,418 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $58 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $58 | TotalTaxAmt |
| Distributable Before Adj | $10,360 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,360 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,360 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,950 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $14,950 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $58 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,892 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,360 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,652 | UndistributedIncomePYAmt |
| Qualifying Distributions | $14,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,652 | AppliedToYear1Amt |
| Applied To Current Year | $5,298 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $5,062 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROSS CONDIT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 DEBERNARDO LN | AddressLine1Txt |
| City | APTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 950032738 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8314761011 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF REQUEST; IRS QUALIFICATION LTR; PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 90 DAYS PRIOR TO NEEDS | SubmissionDeadlinesTxt |
| Restrictions On Awards | HANDICAPPED CHILDREN & ADULTS NEEDS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| WATCH RESOURCES INC | ||||||||
| 12801 CABEZUT RD | SONORA | CA | 95370 | NONE | 501(C)(3) | HANDICAP CHILDREN | $10,000 | |
| LEO'S HAVEN | ||||||||
| PO BOX 3709 | SANTA CRUZ | CA | 95063 | NONE | 501(C)(3) | PARKS FOR SPECIAL NEEDS CHILDREN | $1,000 | |
| SPECIAL PARENTS INFORMATION NETWORK | ||||||||
| PO BOX 2367 | SANTA CRUZ | CA | 95063 | NONE | 501(C)(3) | SPECIAL NEEDS CHILDREN | $250 | |
| CABRILLO COLLEGE FOUNDATION | ||||||||
| 6500 SOQUEL DRIVE | APTOS | CA | 95003 | NONE | 501(C)(3) | STROKE CENTER | $1,500 | |
| THE LIVING BREATH FOUNDATION | ||||||||
| 2031 MARSALA CIR | MONTEREY | CA | 93940 | NONE | 501(C)(3) | SUPPORT CHILDREN W/ CYSTIC FIBROSIS | $250 | |
| DOWN SYNDROME CONNECTION OF THE BAY | ||||||||
| 101-J TOWN COUNTRY DR | DANVILLE | CA | 94526 | NONE | 501(C)(3) | SUPPORT PEOPLE WITH DOWN SYNDROME | $1,000 | AREA |
| BLACK HAT FOUNDATION | ||||||||
| PO BOX 3142 | SONORA | CA | 95370 | NONE | 501(C)(3) | SUPPORT LOCAL NONPROFIT NEEDING HELP | $950 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,819 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,819 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,819 | 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 | 8 | LineNumberTxt |
| Relationship Statement | SALES OF STOCK | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROSS SUSAN CONDIT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 DEBERNARDO LANE | AddressLine1Txt |
| City | APTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $11,252 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 250 SHARES OF SYSCO CORP STOCK | NoncashPropertyDesc |
| Fair Market Value | $11,252 | FairMarketValueAmt |
| Received | 2016-12-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,150 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| ADIENT PLC | 2016-10 | PURCHASE | 2016-10 | $22 | $23 | -$1 |
| ADT CORP | 2009-10 | PURCHASE | 2016-05 | $2,100 | $1,114 | $986 |
| JOHNSON CTLS INTL | 2009-10 | PURCHASE | 2016-09 | $24 | $9 | $15 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $101,133 | EOYBookValueAmt |
| EOYFMV | $223,975 | EOYFMVAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSS SUSAN CONDIT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 DEBERNARDO LN | AddressLine1Txt |
| City | APTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 950032738 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $146 | Amt |
Comments