TERRA FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TERRA FAMILY FOUNDATION (EIN 20-8360832)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-17
- IRS object ID
- 201731989349100028
- 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
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-17T15:05:43-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274409906 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYD & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 PARKSHORE DR SUITE 100 | AddressLine1Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | 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 | 208360832 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TERR | BusinessNameControlTxt |
| Phone | 9169885870 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 TOMLINSON DR | AddressLine1Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE WESKE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9169885870 | PhoneNum |
| Signature | 2017-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SEAN T BOYD CPA CFP CVA | PreparerPersonNm |
| PTIN | P00194540 | PTIN |
| Phone | 9169322030 | PhoneNum |
| Preparation | 2017-07-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 33E6FAFFFD566DABB1F0501102EBAC711B991D4F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DA0BFC1D7EEB97DFC8E3018F2B497D4275FCE6DA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,981,872 | 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 | $513,951 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $92,082 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $92,082 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,661 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $225,690 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $250 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $250 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $610,948 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,336 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,429 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,429 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,369 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,369 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,050 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $2,050 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,848 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,369 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,479 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $247,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $247,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $294,848 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,369 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $250,479 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $316,100 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,967 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,232 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,757 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,757 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,672,817 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,989,392 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,974,115 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,681,049 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,997,149 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,981,872 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,681,049 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,997,149 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,681,049 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,997,149 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,681,049 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,997,149 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,681,049 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $316,100 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,997,149 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,997,149 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $253,167 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,371,532 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057913 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $252,768 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,876,162 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065211 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $205,136 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,360,135 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061050 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $201,748 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,829,081 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071312 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $201,230 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,305,640 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.087277 | DistributionYr5Rt |
| Total Distribution | 0.342763 | TotalDistributionRt |
| Average Distribution | 0.068553 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,766,513 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $326,759 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $480 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $327,239 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $250,479 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $959 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $959 | SubtotalAmt |
| Tax Based On Investment Income | $959 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $972 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $972 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13 | OverpaymentAmt |
| Applied To ES Tax | $13 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINE WESKE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9169885870 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 TOMLINSON DRIVE | AddressLine1Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTINE WESKE | ||||||||
| 144 TOMLINSON DRIVE | FOLSOM | CA | 95630 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| TOM BABER | ||||||||
| 25536 RUE TERRASE | LAGUNA NIGUEL | CA | 92677 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARY PEXA | ||||||||
| 9816 CRANLEIGH DRIVE | GRANITE BAY | CA | 95476 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FOUNDATION ASSISTED COMMUNITY BASED ORGANIZATIONS IN THE WORK OF EDUCATION, HEALTHCARE AND SOCIAL OUTREACH. | Description1Txt |
| Expenses1 | $247,000 | Expenses1Amt |
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 | $4,831,105 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,995 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,839,100 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,839,100 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,587 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,766,513 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $238,326 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $238,326 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $959 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $959 | TotalTaxAmt |
| Distributable Before Adj | $237,367 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $237,367 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $237,367 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $250,479 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $250,479 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $250,479 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $237,367 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $86,352 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $61,425 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,918 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $60,512 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $35,561 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $281,768 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $250,479 | QualifyingDistributionsAmt |
| Applied To Current Year | $237,367 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,112 | RemainingDistriFromCorpusAmt |
| Total Corpus | $294,880 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $86,352 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $208,528 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $61,425 | ExcessFromYear4Amt |
| Excess From Year3 | $37,918 | ExcessFromYear3Amt |
| Excess From Year2 | $60,512 | ExcessFromYear2Amt |
| Excess From Year1 | $35,561 | ExcessFromYear1Amt |
| Excess From Current Year | $13,112 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SACRAMENTO CHILDREN'S HOME | |||||||
| CRISIS NURSERY PROGRAM | 2750 SUTTERVILLE ROAD | SACRAMENTO | CA | 95820 | 501C3 | HEATH/SOCIAL OUTREACH | $50,000 |
| ST ANNE'S CATHOLIC SCHOOL | |||||||
| 385 NORTH F STREET | PORTERVILLE | CA | 93257 | 501C3 | EDUCATION | $10,000 | |
| CHILDREN INTERNATIONAL | |||||||
| PO BOX 219055 | KANSAS CITY | MO | 64121 | 501C3 | HEALTH/SOCIAL OUTREACH | $10,000 | |
| MEDSHARE INTERNATIONAL | |||||||
| 3240 CLIFTON SPRINGS ROAD | DECATUR | GA | 30034 | 501C3 | HEALTH | $10,000 | |
| MEDICAL MISSIONARIES | |||||||
| OF MARY | 4425 WEST 63RD STREET | CHICAGO | IL | 60629 | 501C3 | HEALTH | $10,000 |
| COMPASSION CAUSE | |||||||
| 1300 ABERDEEN CIRCLE | GRANITE BAY | CA | 95746 | 501C3 | HEALTH/SOCIAL OUTREACH | $5,000 | |
| CHILDREN'S HOSPITAL | |||||||
| OF CENTRAL CA | 9300 VALLEY CHILDRENS PL | MADERA | CA | 93636 | 501C3 | HEALTH | $15,000 |
| SACRAMENTO CHILDREN'S HOME | |||||||
| 2750 SUTTERVILLE ROAD | SACRAMENTO | CA | 95820 | 501C3 | HEALTH/SOCIAL OUTREACH | $10,000 | |
| GEORGE MARK CHILDREN'S HOUSE | |||||||
| 2121 GEORGE MARK LANE | SAN LEANDRO | CA | 94578 | 501C3 | HEALTH/SOCIAL OUTREACH | $50,000 | |
| YOUTH FOR CHRIST MINISTRIES | |||||||
| SAYONARA YOUTH CENTER | P O BOX 277728 | SACRAMENTO | CA | 95827 | 501C3 | EDUCATION/SOCIAL OUTREACH | $47,000 |
| SWEET DREAMS FOUNDATION | |||||||
| P O BOX 1233 | FOLSOM | CA | 95763 | 501C3 | SOCIAL OUTREACH | $10,000 | |
| BRACKEN'S KITCHEN | |||||||
| 9643 TURTLEDOVE AVENUE | FOUNTAIN VALLEY | CA | 92708 | 501C3 | SOCIAL OUTREACH | $10,000 | |
| FRISTERS | |||||||
| 1718 SKY PARK CIRCLE BL 1 | IRVINE | CA | 92614 | 501C3 | SOCIAL OUTREACH | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $247,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $92,082 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $250 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,661 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $96,997 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $96,997 | 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 | 1A | LineNumberTxt |
| Relationship Statement | FOUNDATION ASSISTS COMMUNITY BASED ORGANIZATIONS IN THE WORK OF EDUCATION, HEALTHCARE AND SOCIAL OUTREACH. | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| KONDA CHARITABLE LEAD ANNUITY TRUST | ||||||
| 1 | PO BOX 1061 | OAKS | PA | 19456 | $102,790 | Yes (X) |
| KONDA CHARITABLE LEAD ANNUITY TRUST | ||||||
| 2 | PO BOX 1061 | OAKS | PA | 19456 | $102,790 | Yes (X) |
| KONDA CHARITABLE LEAD ANNUITY TRUST | ||||||
| 3 | PO BOX 1061 | OAKS | PA | 19456 | $102,790 | Yes (X) |
| KONDA CHARITABLE LEAD ANNUITY TRUST | ||||||
| 4 | PO BOX 1061 | OAKS | PA | 19456 | $102,790 | Yes (X) |
| KONDA CHARITABLE LEAD ANNUITY TRUST | ||||||
| 5 | PO BOX 1061 | OAKS | PA | 19456 | $102,791 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,429 | Amt |
| Disbursements Charitable Prps | $1,429 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (14 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 1,581.18 TCSGX | 2010-01 | PURCHASE | 2016-05 | $16,634 | $16,571 | $63 |
| 5,943.29 TCSGX | 2010-01 | PURCHASE | 2016-12 | $62,048 | $62,286 | -$238 |
| 7,468.01 TCSGX | 2010-04 | PURCHASE | 2016-12 | $77,966 | $78,489 | -$523 |
| 1,377.86 SEFIX | 2010-01 | PURCHASE | 2016-12 | $13,916 | $14,151 | -$235 |
| 404.50 SEFIX | 2010-04 | PURCHASE | 2016-12 | $4,086 | $4,223 | -$137 |
| 1,136.54 SHYAX | 2010-01 | PURCHASE | 2016-12 | $8,229 | $7,956 | $273 |
| 244.81 SHYAX | 2010-04 | PURCHASE | 2016-12 | $1,772 | $1,745 | $27 |
| 558.83 SITEX | 2010-01 | PURCHASE | 2016-05 | $5,264 | $5,711 | -$447 |
| 544.02 SITEX | 2010-04 | PURCHASE | 2016-05 | $5,125 | $5,685 | -$560 |
| 205.28 SITEX | 2010-04 | PURCHASE | 2016-12 | $1,950 | $2,145 | -$195 |
| 8,813.50 SITEX | 2010-07 | PURCHASE | 2016-12 | $8,051 | $8,813 | -$762 |
| 564.71 SVOAX | 2010-01 | PURCHASE | 2016-12 | $10,001 | $5,811 | $4,190 |
| 58.33 SVTAX | 2010-01 | PURCHASE | 2016-05 | $647 | $468 | $179 |
| 869.65 SVTAX | 2010-01 | PURCHASE | 2016-12 | $10,001 | $6,975 | $3,026 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEI - SHORT DURATION GOVT FUND | $3,392,073 | $3,345,431 |
| SEI - INTL FIXED INCOME | $432,468 | $416,832 |
| SEI - HIGH YIELD BOND DUND | $245,764 | $239,711 |
| SEI - U.S. MANAGED VOLATILITY FUND | $207,321 | $231,264 |
| SEI - EMERGING MARKETS DEBT FD | $245,365 | $226,123 |
| SEI - GLOBAL MANAGED VOL FUND | $197,034 | $245,387 |
| SEI - PRIME OBLIGATION FUND | ||
| SEI - PRIME OBLIGATION FUND | ||
| SEI - GOVERNMENT FUND | $171,609 | $171,609 |
| SEI - GOVERNMENT FUND | $97,758 | $97,758 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NAV ADJUSTMENT | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $44,369 | Amt |
| Net Investment Income | $44,369 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| STATE & FEDERAL FILING FEES | $85 | $85 |
| FEDERAL EXCISE TAX | $1,965 | $1,965 |
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