THE ALLISON LEE CONDIT FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE ALLISON LEE CONDIT FOUNDATION (EIN 77-0549288)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-15
IRS object ID
201632289349101548
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-15T16:08:01-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271264977PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ECKLEY LOMBARDI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1950 S BASCOM AVE STE 3118AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP951283538ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770549288EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ALLISON LEE CONDIT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALLIBusinessNameControlTxt
Phone8314761011PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 DEBERNARDO LANEAddressLine1Txt
CityAPTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP950032738ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROSS CONDITPersonNm
Person TitleOFFICERPersonTitleTxt
Phone8314761011PhoneNum
Signature2016-08-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMAURICE J ECKLEY JRPreparerPersonNm
PTINP00162376PTIN
Phone4089982180PhoneNum
Preparation2016-08-09PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$191,062FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$5,580DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,580DividendsNetInvstIncmAmt
Dividends Adj Net Incm$5,580DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$941NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$941GrossSalesPriceAmt
Other Income Rev And Expnss$167OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$167OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$6,688TotalRevAndExpnssAmt
Total Net Invst Incm$5,580TotalNetInvstIncmAmt
Total Adj Net Incm$5,747TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,165AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$111TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,276TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,026TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,338ExcessRevenueOverExpensesAmt
Net Investment Income$5,580NetInvestmentIncomeAmt
Adjusted Net Income$5,747AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$17,638SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,300SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,300SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$91,028CorporateStockBOYAmt
Corporate Stock EOY$91,028CorporateStockEOYAmt
Corporate Stock EOYFMV$174,762CorporateStockEOYFMVAmt
Total Assets BOY$108,666TotalAssetsBOYAmt
Total Assets EOY$107,328TotalAssetsEOYAmt
Total Assets EOYFMV$191,062TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$108,666RetainedEarningBOYAmt
Retained Earning EOY$107,328RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$108,666TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$107,328TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$108,666TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$107,328TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$108,666TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,338ExcessRevenueOverExpensesAmt
Subtotal$107,328SubtotalAmt
Tot Net Ast Or Fund Balances EOY$107,328TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,090AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$180,512NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.011578DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$146,425NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051221DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$130,077NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.011532DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$117,763NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.025475DistributionYr4Rt
Adjusted Qlfy Distri Yr5$13,964AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$112,266NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.124383DistributionYr5Rt
Total Distribution0.224189TotalDistributionRt
Average Distribution0.044838AverageDistributionRt
Net Vl Noncharitable Assets$195,278NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$8,756AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$56NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$8,812AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$112InvestmentIncomeExciseTaxAmt
Subtotal$112SubtotalAmt
Tax Based On Investment Income$112TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$115AppliedToEsTaxAmt
Total Payments And Credits$115TotalPaymentsAndCreditsAmt
Overpayment$3OverpaymentAmt
Applied To ES Tax$3AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROSS CONDITIndividualWithBooksNm
Phone8314761011PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1150 DEBERNARDO LNAddressLine1Txt
CityAPTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95003ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12014UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonROSS CONDITPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 DEBERNARDO LANEAddressLine1Txt
CityAPTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP950032738ZIPCd
FieldValueIRS element (for citing)
TitleOFFICERTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$181,283AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,969AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$198,252TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$198,252AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,974CashDeemedCharitableAmt
Net Vl Noncharitable Assets$195,278NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,764MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,764MinimumInvestmentReturnAmt
Tax Based On Investment Income$112TaxBasedOnInvestmentIncomeAmt
Total Tax$112TotalTaxAmt
Distributable Before Adj$9,652DistributableBeforeAdjAmt
Distributable Before Ded$9,652DistributableBeforeDedAmt
Distributable As Adjusted$9,652DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,750ExpensesAndContributionsAmt
Qualifying Distributions$6,750QualifyingDistributionsAmt
Adjusted Qualifying Distri$6,750AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,652DistributableAsAdjustedAmt
Undistributed Income PY$8,810UndistributedIncomePYAmt
Qualifying Distributions$6,750QualifyingDistributionsAmt
Applied To Year1$6,750AppliedToYear1Amt
Taxable2$2,060Taxable2Amt
Undistributed Income CY$9,652UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROSS CONDITRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1150 DEBERNARDO LNAddressLine1Txt
CityAPTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP950032738ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8314761011RecipientPhoneNum
Form And Info And MaterialsLETTER OF REQUEST; IRS QUALIFICATION LTR; PURPOSEFormAndInfoAndMaterialsTxt
Submission Deadlines90 DAYS PRIOR TO NEEDSSubmissionDeadlinesTxt
Restrictions On AwardsHANDICAPPED CHILDREN & ADULTS NEEDSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WATCH RESOURCES INC
12801 CABEZUT RDSONORACA95370NONE501(C)(3)HANDICAP CHILDREN$5,000
CABRILLO COLLEGE FOUNDATION
6500 SOQUEL DRIVEAPTOSCA95003NONE501(C)(3)STROKE CENTER$1,000
THE DOWN SYNDROME CONNECTION
101-J TOWN COUNTRY DRDANVILLECA94526NONE501(C)(3)SUPPORT PEOPLE WITH DOWN SYNDROME$500
SPECIAL PARENTS INFORMATION NETWORK
PO BOX 2367SANTA CRUZCA95063NONE501(C)(3)SPECIAL NEEDS CHILDREN$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,580ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$941RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescLITIGATION SETTLEMENTDesc
Related Or Exempt Function Incm$167RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,580ExclusionAmt
Related Or Exempt Function Incm$1,108RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,688TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementSALES OF STOCKRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,165Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetKRAFT FOODS GROUPAssetDesc
Acquired2003-01AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2015-07SoldDt
Gross Sales Price$941GrossSalesPriceAmt
Total Net$941TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$91,028EOYBookValueAmt
EOYFMV$174,762EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescLITIGATION SETTLEMENTDesc
Revenue And Expenses Per Books$167RevenueAndExpensesPerBooksAmt
Adjusted Net Income$167AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$111Amt

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