GIVE2LIVE: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: GIVE2LIVE (EIN 35-2431650)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-05-12
IRS object ID: 201641339349102279
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
Form 990-PF
Accounting Fees Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-05-12T13:48:18-05:00	ReturnTs
Tax Period End	2015-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	760229852	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DRDA PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1120 BAY AREA BLVD	AddressLine1Txt
City	HOUSTON	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	770582502	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2015-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	352431650	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GIVE2LIVE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	GIVE	BusinessNameControlTxt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	430 RIDGE LANE	AddressLine1Txt
City	ALPINE	CityNm
State Abbreviation	UT	StateAbbreviationCd
ZIP	84004	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT N WELLMAN	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Signature	2016-05-12	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DOUGLAS A DICKEY CPA	PreparerPersonNm
PTIN	P00755832	PTIN
Phone	2814882022	PhoneNum
Preparation	2016-05-12	PreparationDt

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2016-09-27 15:27:22Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$151,675	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	$870	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$6,865	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$6,865	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$9	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$9	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$9	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$7,744	TotalRevAndExpnssAmt
Total Net Invst Incm	$6,874	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$870	AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss	$108	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$108	TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$978	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$108	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$6,750	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$6,750	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$7,728	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$108	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$6,750	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$16	ExcessRevenueOverExpensesAmt
Net Investment Income	$6,766	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$3,535	CashBOYAmt
Cash EOY	$4,181	CashEOYAmt
Cash EOYFMV	$4,181	CashEOYFMVAmt
Other Investments BOY	$151,194	OtherInvestmentsBOYAmt
Other Investments EOY	$147,494	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$147,494	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$154,729	TotalAssetsBOYAmt
Total Assets EOY	$151,675	TotalAssetsEOYAmt
Total Assets EOYFMV	$151,675	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$154,729	UnrestrictedBOYAmt
Unrestricted EOY	$151,675	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$154,729	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$151,675	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$154,729	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$151,675	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$154,729	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$16	ExcessRevenueOverExpensesAmt
Other Increases	$2,598	OtherIncreasesAmt
Subtotal	$157,343	SubtotalAmt
Other Decreases	$5,668	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$151,675	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$9	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$2,250	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$151,060	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.014895	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$8,424	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$146,045	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.057681	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$7,483	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$159,400	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.046945	DistributionYr3Rt
Net Vl Noncharitable Assets Yr4	$12,312	NetVlNoncharitableAssetsYr4Amt
Total Distribution	0.119521	TotalDistributionRt
Average Distribution	0.039840	AverageDistributionRt
Net Vl Noncharitable Assets	$151,477	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$6,035	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$68	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$6,103	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$6,750	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	$68	InvestmentIncomeExciseTaxAmt
Subtotal	$68	SubtotalAmt
Tax Based On Investment Income	$68	TaxBasedOnInvestmentIncomeAmt
Tax Due	$68	TaxDueAmt

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	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	ROBERT WELLMAN	IndividualWithBooksNm
Phone	8017638780	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	430 SOUTH RIDGE LANE	AddressLine1Txt
Address Line2	430 SOUTH RIDGE LANE	AddressLine2Txt
City	ALPINE	CityNm
State Abbreviation	UT	StateAbbreviationCd
ZIP	840042614	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 (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
ROBERT N WELLMAN
430 RIDGE LANE	ALPINE	UT	84004	PRESIDENT	0.25	$0	$0	$0
TIFFANY D WELLMAN
430 RIDGE LANE	ALPINE	UT	84004	VICE-PRESIDE	0.25	$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

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	$149,318	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$4,466	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$153,784	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$153,784	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$2,307	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$151,477	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$7,574	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$7,574	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$68	TaxBasedOnInvestmentIncomeAmt
Total Tax	$68	TotalTaxAmt
Distributable Before Adj	$7,506	DistributableBeforeAdjAmt
Distributable Before Ded	$7,506	DistributableBeforeDedAmt
Distributable As Adjusted	$7,506	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$6,750	ExpensesAndContributionsAmt
Qualifying Distributions	$6,750	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$68	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$6,682	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$7,506	DistributableAsAdjustedAmt
Undistributed Income PY	$4,278	UndistributedIncomePYAmt
Qualifying Distributions	$6,750	QualifyingDistributionsAmt
Applied To Year1	$4,278	AppliedToYear1Amt
Applied To Current Year	$2,472	AppliedToCurrentYearAmt
Undistributed Income CY	$5,034	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CHURCH OF JESUS CHRIST LATTER DAY	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	50 EAST NORTH TEMPLE ST	AddressLine1Txt
City	SALT LAKE CITY	CityNm
State Abbreviation	UT	StateAbbreviationCd
ZIP	84150	ZIPCd

Field	Value	IRS element (for citing)
Grant Or Contribution Purpose	CHARITY FOR THE POOR AND NEEDY.	GrantOrContributionPurposeTxt
Amt	$6,750	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$6,750	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$6,865	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$9	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$6,874	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$6,874	TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$870	Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
ROYAL ALLIANCE/NATL FINANCIAL SERV	FMV	$15,907	$15,907
CARTER VALIDUS MISSION CRITICAL	FMV	$72,355	$72,355
CORPORATE CAPITAL TRUST	FMV	$59,232	$59,232

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED LOSS	Desc
Amt	$5,668	Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	NONDIVIDEND DISTRIBUTIONS	Desc
Amt	$2,598	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	2014 FEDERAL TAXES	CategoryTxt
Amt	$108	Amt
Net Investment Income	$108	NetInvestmentIncomeAmt

GIVE2LIVE: Form 990PF, tax year 2015

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Comments