BRUCE LINDORF MEMORIAL FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE LINDORF MEMORIAL FOUNDATION (EIN 23-7061702)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-08-17
- IRS object ID
- 201532299349101303
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-17T17:45:20-07:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN K HORTIN CPA PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1521 N Technology Way | AddressLine1 |
| City | Orem | City |
| State | UT | State |
| ZIP Code | 84097 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Orem | City |
| State | UT | State |
| ZIP Code | 84057 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD S LINDORF | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8014260633 | PhoneNum |
| Signature | 2015-04-06 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN K HORTIN | PreparerPersonNm |
| Phone | 8013748740 | PhoneNum |
| Preparation | 2015-08-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,156,741 | 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 | $539,422 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $104,025 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $104,025 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $104,025 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $209,781 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $643,447 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $313,806 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $104,025 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $90,348 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $90,348 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,516 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,516 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,296 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,296 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,199 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,199 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,313 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $2,635 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,245 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37,255 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $37,255 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $144,917 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,255 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $37,255 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $101,994 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $107,920 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $107,920 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $252,837 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,255 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $37,255 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $209,914 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $390,610 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $276,551 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $66,770 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,920 | CashBOYAmt |
| Cash EOY | $50,429 | CashEOYAmt |
| Cash EOYFMV | $50,429 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $720,491 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $615,741 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $615,741 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $2,679,020 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,375,861 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,490,571 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,434,431 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,042,031 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,156,741 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $631 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,840 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $631 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,840 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,433,800 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,034,191 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,433,800 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,034,191 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,434,431 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,042,031 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,433,800 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $390,610 | ExcessRevenueOverExpensesAmt |
| Other Increases | $209,781 | OtherIncreasesAmt |
| Subtotal | $4,034,191 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,034,191 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 5,829 SH TWITTER | D | 2011-11-01 | 2014-07-24 | $226,821 | $0 | $207,571 | $19,250 | $0 | $0 | $0 | $19,250 |
| 3,125 SH AIR LEASE | D | 2013-01-01 | 2014-06-09 | $132,761 | $0 | $112,746 | $20,015 | $0 | $0 | $0 | $20,015 |
| 2,700 SH CITICORP | D | 2013-01-01 | 2014-06-16 | $128,241 | $0 | $93,987 | $34,254 | $0 | $0 | $0 | $34,254 |
| STMT #1 8379 | P | 2013-01-01 | 2014-11-30 | $475,255 | $0 | $471,465 | $3,790 | $0 | $0 | $0 | $3,790 |
| stmt #2 6405 | P | 2013-01-01 | 2014-11-30 | $1,316,912 | $0 | $1,184,440 | $132,472 | $0 | $0 | $0 | $132,472 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $209,781 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $276,898 | AdjustedQlfyDistriYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $134,720 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,627,775 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037136 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $92,200 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,067,635 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.030056 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $125,919 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,361,239 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037462 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $381,602 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,378,509 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.112950 | DistributionYr5Rt |
| Total Distribution | 0.217604 | TotalDistributionRt |
| Average Distribution | 0.043521 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,602,881 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $200,322 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,766 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $203,088 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $209,914 | 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 | $2,766 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,766 | SubtotalAmt |
| Tax Based On Investment Income | $2,766 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,400 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $22 | EsPenaltyAmt |
| Tax Due | $388 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | RONALD S LINDORF | IndividualWithBooksNm |
| Phone | 8014264366 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 West Center 604 | AddressLine1 |
| City | Orem | City |
| State | UT | State |
| ZIP Code | 84057 | 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 |
| 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 | 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $3,962,186 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $710,790 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,672,976 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,672,976 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,095 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,602,881 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $230,144 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $230,144 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,766 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,766 | TotalTaxAmt |
| Distributable Before Adj | $227,378 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $227,378 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $227,378 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $209,914 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $209,914 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,766 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $207,148 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $227,378 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $134,720 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $77,286 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $212,006 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $209,914 | QualifyingDistributionsAmt |
| Applied To Current Year | $209,914 | AppliedToCurrentYearAmt |
| Total Corpus | $212,006 | TotalCorpusAmt |
| Undistributed Income CY | $17,464 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $212,006 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $134,720 | ExcessFromYear2Amt |
| Excess From Year1 | $77,286 | ExcessFromYear1Amt |
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 | AddressLine1 |
| City | Orem | City |
| State | UT | State |
| ZIP Code | 84057 | ZIPCode |
| 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | 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 | $6,600 |
| SCERA FOUNDATION | ||||||
| 745 S STATE ST | OREM | UT | 84058 | PC501(c)(3) | ARTS | $5,000 |
| Brigham Young University | ||||||
| A-41 ASB | Provo | UT | 84602 | 501(c)(3) | Educational | $2,000 |
| UNIV OF NEW HAMPSHIRE-LYME PROG | ||||||
| 105 MAIN ST | DURHAM | NH | 03824 | GOV501(c)(3) | medical research | $5,400 |
| Insulin Dependence Inc | ||||||
| 7770 Regents Road | San Diego | CA | 92122 | PC501(c)(3) | Charitable | $25,000 |
| Lyme DiseaseOrg | ||||||
| PO Box 1352 | Chico | CA | 95927 | PC501(c)(3) | Educational | $500 |
| National MS Society | ||||||
| 6364 S Highland Dr Ste 101 | Salt Lake City | UT | 84121 | PC501(c)(3) | Charitable | $500 |
| Brigham Young University | ||||||
| ASB | Provo | UT | 84602 | PC501(c)(3) | Education | $400 |
| Southern Utah University | ||||||
| 351 W Center St | Cedar City | UT | 84720 | PC501(c)(3) | Education | $7,800 |
| Spanish Fork Jr High | ||||||
| 600 S 820 E | Spanish Fork | UT | 84660 | PC501(c)(3) | Educational | $2,000 |
| Open Eye Pictures | ||||||
| 2656 Bridgeway Ste 2020 | Sausalito | CA | 94965 | PC501(c)(3) | Lyme Awareness | $5,000 |
| Boy Scouts of America | ||||||
| 748 N 1340 W | Orem | UT | 84057 | PC501(c)(3) | Charitable | $250 |
| SHS Alumni Foundation | ||||||
| 971 E NBanta Rd | Indianapolis | IN | 46227 | 501(c)(3) | Educational | $1,500 |
| Lyme Deseaseorg | ||||||
| PO Box 5658 | Marysville | CA | 95901 | PC501(c)(3) | medical research | $5,000 |
| United Way | ||||||
| 148 N 100 W | Provo | UT | 84604 | PC501(c)(3) | community support | $10,000 |
| Called 2 Serve Foundation | ||||||
| 1095 N Mountain Ridge Rd | Provo | UT | 84604 | PC501(c)(3) | medical services | $10,000 |
| IGENIX INC | ||||||
| 795 San Antonio Rd | Palo Alto | CA | 94303 | forprofit | lyme testing research | $520 |
| USMA Research | ||||||
| 824 Elizabeth Ave | Elizabeth | NJ | 07201 | 501(c)(3) | medical research | $20,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $107,920 | 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 | $37,245 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $37,255 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $37,255 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL GAINS | Description |
| Amount | $209,781 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Federal excise tax | $5,678 | |
| Printing | $963 | $963 |
| Supplies | $601 | $601 |
| Telephone | $666 | $666 |
| Research | $405 | $405 |
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