BRUCE LINDORF MEMORIAL FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE LINDORF MEMORIAL FOUNDATION (EIN 23-7061702)
- Tax period
- 2014-12-01 to 2015-11-30
- Filed
- 2016-08-11
- IRS object ID
- 201642249349101304
- Schema version
- 2014v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-11T14:24:32-07:00 | ReturnTs |
| Tax Period End | 2015-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN K HORTIN CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1521 N Technology Way | AddressLine1Txt |
| City | Orem | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84097 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237061702 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bruce Lindorf Memorial Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRUC | BusinessNameControlTxt |
| Phone | 8014260633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o 51 West Center 604 | AddressLine1Txt |
| City | Orem | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84057 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD S LINDORF | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8014260633 | PhoneNum |
| Signature | 2016-08-09 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN K HORTIN | PreparerPersonNm |
| Phone | 8013748740 | PhoneNum |
| Preparation | 2016-08-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,059,400 | 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 | $169,115 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $156,579 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $156,579 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $156,579 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $220,687 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $144,921 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $325,694 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $377,266 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $301,500 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,898 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $80,898 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,220 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,220 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,405 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,405 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,185 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,185 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,531 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $263 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,077 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44,829 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $44,829 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $44,829 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $148,068 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,092 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $44,829 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $99,785 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $226,040 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $226,040 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $374,108 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,092 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $44,829 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $325,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$48,414 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $332,174 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $256,671 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,429 | CashBOYAmt |
| Cash EOY | $159,974 | CashEOYAmt |
| Cash EOYFMV | $159,974 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $615,741 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $415,429 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $415,429 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $3,375,861 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,640,185 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,483,997 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,042,031 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,215,588 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,059,400 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,840 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $9,123 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $7,840 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,123 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,034,191 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,206,465 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,034,191 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,206,465 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,042,031 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,215,588 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,034,191 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$48,414 | ExcessRevenueOverExpensesAmt |
| Other Increases | $220,688 | OtherIncreasesAmt |
| Subtotal | $4,206,465 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,206,465 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 3,039 shares Control 4 | D | 2009-06-01 | 2014-12-04 | $45,762 | $0 | $16,448 | $29,314 | $0 | $0 | $0 | $29,314 |
| 9,732 shares Skull Candy | D | 2008-03-01 | 2014-12-08 | $86,991 | $0 | $44,767 | $42,224 | $0 | $0 | $0 | $42,224 |
| stmt 1 Schwab 9597-6405 | P | 2015-01-01 | 2015-11-30 | $1,114,419 | $0 | $1,012,810 | $101,609 | $0 | $0 | $0 | $101,609 |
| stmt 2 Schwab 3148-8379 | P | 2015-01-01 | 2015-11-30 | $966,183 | $0 | $922,871 | $43,312 | $0 | $0 | $0 | $43,312 |
| Pimco ETF capital gain distributions | P | 2014-01-01 | 2015-11-30 | $3,097 | $0 | $0 | $3,097 | $0 | $0 | $0 | $3,097 |
| JP Morgan capital gain distributions | P | 2014-01-01 | 2015-11-30 | $1,123 | $0 | $0 | $1,123 | $0 | $0 | $0 | $1,123 |
| MS057862-164 caoital gain distributions | P | 2014-01-01 | 2015-11-30 | $8 | $0 | $0 | $8 | $0 | $0 | $0 | $8 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $220,687 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $144,921 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $207,148 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,602,881 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045004 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $276,898 | AdjustedQlfyDistriYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $134,720 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,627,775 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037136 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $92,200 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,067,635 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.030056 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $125,919 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,361,239 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037462 | DistributionYr5Rt |
| Total Distribution | 0.149658 | TotalDistributionRt |
| Average Distribution | 0.029932 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,042,124 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $120,989 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,322 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $124,311 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $325,825 | 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 | $3,322 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,322 | SubtotalAmt |
| Tax Based On Investment Income | $3,322 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$6,000 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $62 | EsPenaltyAmt |
| Overpayment | $2,616 | OverpaymentAmt |
| Applied To ES Tax | $2,616 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | 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 | GREGORY GRAUL | IndividualWithBooksNm |
| Phone | 8014264366 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 West Center 604 | AddressLine1Txt |
| City | Orem | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84057 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| RONALD S LINDORF | ||||||||
| 51 W Center 604 | Orem | UT | 84057 | President | 5.00 | $0 | $0 | $0 |
| TERRI LINDORF | ||||||||
| 51 W Center 604 | Orem | UT | 84057 | Secretary | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,482,892 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $620,787 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,103,679 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,103,679 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,555 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,042,124 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $202,106 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $202,106 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,322 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,322 | TotalTaxAmt |
| Distributable Before Adj | $198,784 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $198,784 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $198,784 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $325,825 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $325,825 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,322 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $322,503 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $198,784 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,464 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr3 | $134,720 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $77,286 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $212,006 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $325,825 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,464 | AppliedToYear1Amt |
| Applied To Current Year | $198,784 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $109,577 | RemainingDistriFromCorpusAmt |
| Total Corpus | $321,583 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $321,583 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $134,720 | ExcessFromYear3Amt |
| Excess From Year2 | $77,286 | ExcessFromYear2Amt |
| Excess From Current Year | $109,577 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RONALD LINDORF | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 West Center 604 | AddressLine1Txt |
| City | Orem | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8014264366 | RecipientPhoneNum |
| Form And Info And Materials | BY MAIL ONLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRINCIPALLY FUNDS LYME DISEASE RESEARCH AND EDUCATION, ALSO SUPPORTING EDUCATIONAL INSTITUTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LDS Church Mission Funds | ||||||
| 47 E SO TEMPLE ST | SALT LAKE CITY | UT | 84150 | PC501(c)(3) | Charitable | $49,000 |
| JDRF | ||||||
| 132 S 600 E | SALT LAKE CITY | UT | 84102 | PC501(c)(3) | ARTS | $15,000 |
| Brigham Young University | ||||||
| A-41 ASB | Provo | UT | 84602 | 501(c)(3) | Educational | $23,900 |
| UTAH VALLEY UNIVERSITY | ||||||
| 800 W UNIVERSITY PKWY | OREM | UT | 84058 | UNIV501(c)(3) | Educational | $3,300 |
| NATIONAL MULTIPLE SCLEROSIS | ||||||
| 1440 FOOTHILL DR STE 200 | SALT LAKE CITY | UT | 84108 | 501(c)(3) | Health | $500 |
| SOUTHERN UTAH UNIVERSITY | ||||||
| 351 W UNIVERSITY | CEDAR CITY | UT | 84720 | UNIV501(c)(3) | Educational | $5,400 |
| National MS Society | ||||||
| 6364 S Highland Dr Ste 101 | Salt Lake City | UT | 84121 | PC501(c)(3) | Charitable | $500 |
| CHARITY VISION | ||||||
| 1821 N UNIVERSITY PKWY | PROVO | UT | 84604 | PC501(c)(3) | International health care | $100,000 |
| Lincoln Memorial University | ||||||
| 6965 Cumberland Gap Pkwy | Harrogate | TN | 37752 | PC501(c)(3) | Education | $5,000 |
| Spanish Fork Jr High | ||||||
| 600 S 820 E | Spanish Fork | UT | 84660 | PC501(c)(3) | Educational | $1,500 |
| BYU-Idaho | ||||||
| 525 E Center St | Rexburg | ID | 83460 | PC501(c)(3) | Lyme Awareness | $1,915 |
| Boy Scouts of America | ||||||
| 748 N 1340 W | Orem | UT | 84057 | PC501(c)(3) | Charitable | $100 |
| (no name) | ||||||
| $0 | ||||||
| Lyme Disease Research | ||||||
| PO Box 5658 | Marysville | CA | 95901 | PC501(c)(3) | medical research | $19,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $226,040 | TotalGrantOrContriPdDurYrAmt |
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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | investment cust fees | Desc |
| Revenue And Expenses Per Books | $44,829 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $44,829 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $44,829 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAINS | Desc |
| Amt | $220,688 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal excise tax | $3,191 | ||
| Foreign taxes | $263 | $263 | |
| Supplies | $3,105 | $3,105 | |
| Travel | $131 | $131 | |
| Research | $841 | $841 |
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