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THE LORD FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE LORD FAMILY FOUNDATION (EIN 27-1709714)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-16
IRS object ID
201533209349103958
Schema version
2014v5.0
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

FieldValueIRS element (for citing)
Return2015-11-16T16:32:27-08:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Armstrong Fisch & TutoliBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16050 Santo Road Suite 240AddressLine1Txt
CitySan DiegoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92124ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271709714EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LORD FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLORDBusinessNameControlTxt
Phone8584530626PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1109 PEPPERTREE LANEAddressLine1Txt
CityOLIVENHAINCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHELE A TUTOLIPersonNm
Person TitlePresidentPersonTitleTxt
Signature2015-11-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichele A TutoliPreparerPersonNm
PTINP01285239PTIN
Phone8584530626PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$151,551FMVAssetsEOYAmt
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$2,682DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,682DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,682DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$886NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$886GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$886CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$24NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$3,568TotalRevAndExpnssAmt
Total Net Invst Incm$3,568TotalNetInvstIncmAmt
Total Adj Net Incm$2,706TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$10TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$49OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$49OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,059TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,549TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,510TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,809TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,549TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,260TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,241ExcessRevenueOverExpensesAmt
Net Investment Income$2,019NetInvestmentIncomeAmt
Adjusted Net Income$2,706AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,462CashBOYAmt
Cash EOY$6,153CashEOYAmt
Cash EOYFMV$6,153CashEOYFMVAmt
Other Investments BOY$148,916OtherInvestmentsBOYAmt
Other Investments EOY$145,398OtherInvestmentsEOYAmt
Other Investments EOYFMV$145,398OtherInvestmentsEOYFMVAmt
Total Assets BOY$155,378TotalAssetsBOYAmt
Total Assets EOY$151,551TotalAssetsEOYAmt
Total Assets EOYFMV$151,551TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$155,378UnrestrictedBOYAmt
Unrestricted EOY$151,551UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$155,378TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$151,551TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$155,378TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$151,551TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$155,378TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,241ExcessRevenueOverExpensesAmt
Other Increases$6,415OtherIncreasesAmt
Subtotal$151,552SubtotalAmt
Other Decreases$1OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$151,551TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$886CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$24NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$12,267AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$157,275NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.07800DistributionYr1Rt
Adjusted Qlfy Distri Yr2$16,735AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$163,438NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.10239DistributionYr2Rt
Adjusted Qlfy Distri Yr3$40,569AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$84,869NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.47802DistributionYr3Rt
Total Distribution0.65841TotalDistributionRt
Average Distribution0.21947AverageDistributionRt
Net Vl Noncharitable Assets$153,267NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$33,638AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$20NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$33,658AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$12,260QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$40InvestmentIncomeExciseTaxAmt
Subtotal$40SubtotalAmt
Tax Based On Investment Income$40TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$47AppliedToEsTaxAmt
Total Payments And Credits$47TotalPaymentsAndCreditsAmt
Overpayment$7OverpaymentAmt
Refund$7RefundAmt

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
Form990 T FiledfalseForm990TFiledInd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MICHELE A TUTOLIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8584530626PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16050 SANTO RD STE 240AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92024ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
MICHELE A TUTOLI
109 PEPPERTREE LANEOLIVENHAINCA92024President2.00$0
STEPHANIE A LORD
4029 CARMEL VIEW RD 141SAN DIEGOCA92130Secretary2.00$0
MICHAEL J LORD
648 ELIZABETH STSAN MARCOSCA92069CFO2.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$150,300AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,301AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$155,601TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$155,601AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,334CashDeemedCharitableAmt
Net Vl Noncharitable Assets$153,267NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,663MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,663MinimumInvestmentReturnAmt
Tax Based On Investment Income$40TaxBasedOnInvestmentIncomeAmt
Total Tax$40TotalTaxAmt
Distributable Before Adj$7,623DistributableBeforeAdjAmt
Distributable Before Ded$7,623DistributableBeforeDedAmt
Distributable As Adjusted$7,623DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,260ExpensesAndContributionsAmt
Qualifying Distributions$12,260QualifyingDistributionsAmt
Adjusted Qualifying Distri$12,260AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,623DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$36,326ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,563ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,403ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$49,292TotalExcessDistributionCyovAmt
Qualifying Distributions$12,260QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,623AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,637RemainingDistriFromCorpusAmt
Total Corpus$53,929TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$53,929ExcessDistriCyovToNextYrAmt
Excess From Year3$36,326ExcessFromYear3Amt
Excess From Year2$8,563ExcessFromYear2Amt
Excess From Year1$4,403ExcessFromYear1Amt
Excess From Current Year$4,637ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHELE A TUTOLIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TEAM GODFATHER CHAR FDN
PO BOX 231664ENCINITASCA92023MEDICAL RESEARCH$1,400
CHURCH OF ST MARY'S
20 LEGION PLCLOSTERNJ07624FACILITY IMPROVEMENT$2,300
ST JAMES CHURCH
625 S NARDOSOLANA BEACHCA92075OPERATIONS$6,200
ST LEO'S CHURCH YOUTH GROUP
936 GENEVIEVESOLANA BEACHCA92075OPERATIONS$350
CATHOLIC RELIEF SERVICES CRS
228 W LEXINGTON STBALTIMOREMD21201OPERATIONS$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,682RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$886RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,568RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,568TotalIncomeProducingActyAmt

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)
CategoryTAX PREP CK1039 TO MAT12/30/14 3000CategoryTxt
Amt$3,000Amt
Net Investment Income$1,500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,500DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc
Amt$1Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescWF BANK FEEDesc
Revenue And Expenses Per Books$49RevenueAndExpensesPerBooksAmt
Net Investment Income$49NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
1ST GLOBAL XX258 NONTAX R O P$1,824
2014 UNCLEARED CHECKS OR 3500$3,500

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFTB 1033 WELLS FARGO 5/14CategoryTxt
Amt$10Amt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt

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