BUSCH FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BUSCH FAMILY FOUNDATION (EIN 77-0356496)
- Tax period
- 2013-08-01 to 2014-07-31
- Filed
- 2015-02-02
- IRS object ID
- 201510339349100106
- Schema version
- 2013v4.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-02T16:05:46-08:00 | ReturnTs |
| Tax Period End | 2014-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAYASHI WAYLAND Accounting & Consulting | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26515 Carmel Rancho Blvd STE 100 | AddressLine1 |
| City | Carmel | City |
| State | CA | State |
| ZIP Code | 93923 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770356496 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUSCH FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUSC | BusinessNameControlTxt |
| Phone | 8316245333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 221818 | AddressLine1 |
| City | CARMEL | City |
| State | CA | State |
| ZIP Code | 93922 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RALPH B BUSCH III | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2015-02-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert Lee CPA | PreparerPersonNm |
| PTIN | P01000223 | PTIN |
| Phone | 8316245333 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,004,137 | 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 | $49,730 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $279,050 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $279,050 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $279,050 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,544 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $293,636 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,544 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $366,324 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $316,594 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $279,050 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $7,335 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,335 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $7,335 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $415 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $415 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $415 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $27,746 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,746 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $27,746 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $35,496 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,496 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $35,496 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $256,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $256,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $291,996 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,496 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $35,496 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $256,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $74,328 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $281,098 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $243,554 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,063 | CashBOYAmt |
| Cash EOY | $17,945 | CashEOYAmt |
| Cash EOYFMV | $17,943 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $68,112 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $158,504 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $158,504 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $918,215 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,179,532 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,641,961 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $423,470 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $140,207 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $185,474 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $255 | OtherAssetsBOYAmt |
| Other Assets EOY | $255 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $255 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,422,115 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,496,443 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,004,137 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,422,115 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,496,443 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,422,115 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,496,443 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,422,115 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,496,443 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,422,115 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $74,328 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,496,443 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,496,443 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,544 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,361 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,622 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,622 | SubtotalAmt |
| Tax Based On Investment Income | $5,622 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $5,630 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL GREEN & ASSOCIATES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8319157289 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 221818 | AddressLine1 |
| City | CARMEL | City |
| State | CA | State |
| ZIP Code | 93922 | ZIPCode |
| 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| RALPH B BUSCH III | ||||||
| 93 CORRAL DE TIERRA TERRACE | SALINAS | CA | 939089146 | President | 1.00 | $0 |
| GREGORY J BUSCH | ||||||
| 93 CORRAL DE TIERRA TERRACE | SALINAS | CA | 939089146 | Vice President | 1.00 | $0 |
| FRANK B BUSCH | ||||||
| 150 SAN BENANCIO RD | SALINAS | CA | 939089146 | Vice President | 1.00 | $0 |
| PETER S BUSCH | ||||||
| 93 CORRAL DE TIERRA TERRACE | SALINAS | CA | 939089146 | CFO | 1.00 | $0 |
| ELLYN D BUSCH ESSIG | ||||||
| 93 CORRAL DE TIERRA TERRACE | SALINAS | CA | 939089146 | Secretary | 1.00 | $0 |
| JEFFREY D BUSCH | ||||||
| 93 CORRAL DE TIERRA TERRACE | SALINAS | CA | 939089146 | Director | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,129,193 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $133,961 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,263,154 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,263,154 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,947 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,199,207 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $209,960 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $209,960 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,622 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,622 | TotalTaxAmt |
| Distributable Before Adj | $204,338 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $204,338 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $204,338 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $256,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $256,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $256,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $204,338 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,815 | UndistributedIncomePYAmt |
| Qualifying Distributions | $256,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,815 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $204,338 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,347 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,347 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $12,347 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $12,347 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RALPH B BUSCH III | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RALPH B BUSCH III | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 221818 | AddressLine1 |
| City | CARMEL | City |
| State | CA | State |
| ZIP Code | 93922 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8316245333 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS ON AWARDS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PALMA HIGH SCHOOL | |||||||
| 919 IVERSON | SALINAS | CA | 93901 | NONE | EXEMPT | GENERAL | $2,000 |
| MIAMI UNIVERSITY | |||||||
| 501 EAST HIGH STREET | OXFORD | OH | 45056 | NONE | EXEMPT | GENERAL | $71,000 |
| LIVINGSTON MEMORIAL VNA | |||||||
| 1996 EASTMAN AVENUE SUITE 101 | VENTURA | CA | 93003 | NONE | EXEMPT | GENERAL | $25,000 |
| SANTA BARBARA EDUCATION FOUNDATION | |||||||
| 1330 STATE STREET SUITE 201 | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | GENERAL | $10,000 |
| NOTRE DAME FOUNDATION | |||||||
| 455 PALMA DRIVE | SALINAS | CA | 93901 | NONE | EXEMPT | GENERAL | $12,500 |
| UNIVERSITY OF DAYTON | |||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | NONE | EXEMPT | GENERAL | $1,000 |
| CALIFORNIA POLYTECHNIC STATE UNIVER | |||||||
| 1 GRAND AVE | SAL LUIS OBISPO | CA | 93407 | NONE | EXEMPT | GENERAL | $5,000 |
| VENTURA COMMUNITY MEMORIAL HOSPITAL | |||||||
| 147 N BRENT ST | VENTURA | CA | 93003 | NONE | EXEMPT | GENERAL | $25,000 |
| PATTISON'S ACADEMY | |||||||
| 2383 S CAROLINA 41 | MT PLEASANT | SC | 29466 | NONE | EXEMPT | GENERAL | $15,000 |
| ST MARK'S CATHOLIC CHURCH | |||||||
| 6550 PICASSO RD | ISLA VISTA | CA | 93177 | NONE | EXEMPT | GENERAL | $5,000 |
| ST JOSEPH'S CATHOLIC CHURCH | |||||||
| 1 RAILROAD AVE | SPRECKELS | CA | 93962 | NONE | EXEMPT | GENERAL | $65,000 |
| CAMPS LEELANAU KOHAHNA | |||||||
| 1653 S PORT ONEIDA RD | MAPLE CITY | MI | 49664 | NONE | EXEMPT | GENERAL | $5,000 |
| YOUTH NOW | |||||||
| 124 E LAKE AVE | WATSONVILLE | CA | 95076 | NONE | EXEMPT | GENERAL | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $256,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $279,050 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $37,544 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $279,050 | ExclusionAmt |
| Related Or Exempt Function Incm | $37,544 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $316,594 | 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 |
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 | RALPH B III AND MINDY BUSCH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 93 CORRAL DE TIERRA TERRACE | AddressLine1 |
| City | SALINAS | City |
| State | CA | State |
| ZIP Code | 93908 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $49,730 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1500 SHARES LINN CO LLC | NoncashPropertyDesc |
| Fair Market Value | $44,730 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,335 | Amt |
| Net Investment Income | $7,335 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,335 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1071 VECTOR GROUP LTD COM | $12,026 | $21,988 |
| 1515 B&G FOODS INC NEW COM | $14,504 | $42,526 |
| 216 KRAFT FOODS GROUP INC COM | $7,234 | $11,574 |
| 360 PHILIP MORRIS INTL INC COM | $20,407 | $29,524 |
| 450 DTE ENERGY CO COM | $17,829 | $33,219 |
| 470 DOMINION RES INC VA COM | $17,495 | $31,791 |
| 540 SOUTHERN CO COM | $18,234 | $23,377 |
| 574 DUKE ENERGY CORP NEW COM | $30,362 | $41,403 |
| 580 ATMOS ENERGY CORP COM | $16,591 | $28,026 |
| 642 NORTHEAST UTILITIES | $16,796 | $28,184 |
| 660 ONEOK INC NEW COM | $12,607 | $42,524 |
| 690 ALTRIA GROUP INC COM | $12,496 | $28,014 |
| 117600 LINNCO LLC | $306,250 | $3,420,984 |
| 700 AT&T INC COM | $19,210 | $24,913 |
| 700 HAWAIIAN ELEC INDS INC COM | $15,509 | $16,534 |
| 740 PAYCHEX INC COM | $23,584 | $30,347 |
| 750 VERIZON COMMUNICATIONS COM | $24,906 | $37,815 |
| 790 BRISTOL MEYERS SQUIBB CO COM | $20,484 | $39,990 |
| 800 VECTRON CORP COM | $21,153 | $30,472 |
| 870 XCEL ENERGY INC COM | $18,224 | $26,796 |
| 650 JPMORGAN CHASE & ALERIAN | $33,905 | $32,760 |
| 12750 CN ROCHDALE FIXED INCOME | $340,717 | $351,654 |
| 165 ONE GAS INC | $5,940 | |
| 450 SYSCO CORP | $16,292 | $16,061 |
| 360 TRANSCANADA CORP | $16,435 | $18,061 |
| 6320 LINN CO LLC | $81,552 | $183,849 |
| 1500 LINN CO LLC | $44,730 | $43,635 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 720 SENIOR HSG PPTYS TR | AT COST | $16,265 | $16,459 |
| 2090 HEALTHCARE TR AMER INC CL A | AT COST | $23,114 | $24,892 |
| 350 HEALTH CARE REIT INC COM | AT COST | $11,427 | $22,271 |
| 440 VENTAS INC COM | AT COST | $14,820 | $27,940 |
| 450 EPR PPTYS COM SH BEN INT | AT COST | $16,481 | $24,255 |
| 580 LTC PROPERTIES INC | AT COST | $14,821 | $22,231 |
| 980 GOVERNMENT PPTYS INCOME TR COM SHS | AT COST | $25,703 | $22,883 |
| 690 NATIONAL RETAIL PPTYS INC COM | AT COST | $17,576 | $24,543 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORGANIZATIONAL COSTS | Desc |
| BOY Book Value | $255 | BOYBookValueAmt |
| EOY Book Value | $255 | EOYBookValueAmt |
| EOYFMV | $255 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BANK Charges | $31 | $31 | $31 |
| INVESTMENT FEES | $27,718 | $27,718 | $27,718 |
| ROUNDING | -$3 | -$3 | -$3 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL | $350 | $350 | $350 |
| STATE | $65 | $65 | $65 |
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