TERRA FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- TERRA FAMILY FOUNDATION (EIN 20-8360832)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-27
- IRS object ID
- 201542089349100504
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-27T12:39:48-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274409906 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYD & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 PARKSHORE DR SUITE 100 | AddressLine1Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208360832 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TERR | BusinessNameControlTxt |
| Phone | 9169885870 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 TOMLINSON DR | AddressLine1Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE WESKE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9169885870 | PhoneNum |
| Signature | 2015-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SEAN T BOYD CPA CFP CVA | PreparerPersonNm |
| PTIN | P00194540 | PTIN |
| Phone | 9169322030 | PhoneNum |
| Preparation | 2015-07-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,230,014 | 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 | $685,268 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $113,593 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $113,593 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,845 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $222,769 | GrossSalesPriceAmt |
| Total Rev And Expnss | $808,709 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,596 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $359 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $359 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,385 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,985 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,985 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $937 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $937 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $87 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $87 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,768 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,985 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,768 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $288,768 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,985 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $252,768 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $519,941 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,611 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,178 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,399 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,399 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,661,041 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,183,761 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,218,615 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,675,219 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,195,160 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,230,014 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,675,219 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,195,160 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,675,219 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,195,160 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,675,219 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,195,160 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,675,219 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $519,941 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,195,160 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,195,160 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $205,136 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,360,135 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061050 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $201,748 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,829,081 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.071312 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $201,230 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,305,640 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.087277 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $202,583 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,816,832 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.111503 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $201,094 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,546,825 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.130004 | DistributionYr5Rt |
| Total Distribution | 0.461146 | TotalDistributionRt |
| Average Distribution | 0.092229 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,876,162 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $357,495 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $776 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $358,271 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $252,768 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,552 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,552 | SubtotalAmt |
| Tax Based On Investment Income | $1,552 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $1,569 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | CHRISTINE WESKE | IndividualWithBooksNm |
| Phone | 9169885870 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 TOMLINSON DRIVE | AddressLine1Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTINE WESKE | ||||||||
| 144 TOMLINSON DRIVE | FOLSOM | CA | 95630 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| TOM BABER | ||||||||
| 1622 WINCHESTER WAY | ROSEVILLE | CA | 95661 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARY PEXA | ||||||||
| 9816 CRANLEIGH DRIVE | GRANITE BAY | CA | 95476 | DIRECTOR | 0.50 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FOUNDATION ASSISTED COMMUNITY BASED ORGANIZATIONS IN THE WORK OF EDUCATION, HEALTHCARE AND SOCIAL OUTREACH. | Description1Txt |
| Expenses1 | $250,000 | Expenses1Amt |
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 | $3,922,401 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,789 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,935,190 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,935,190 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,028 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,876,162 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $193,808 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $193,808 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,552 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,552 | TotalTaxAmt |
| Distributable Before Adj | $192,256 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $192,256 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $192,256 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $252,768 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $252,768 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $252,768 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $192,256 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $86,352 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $61,425 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $37,918 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $185,695 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $252,768 | QualifyingDistributionsAmt |
| Applied To Current Year | $192,256 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,512 | RemainingDistriFromCorpusAmt |
| Total Corpus | $246,207 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $246,207 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $86,352 | ExcessFromYear3Amt |
| Excess From Year2 | $61,425 | ExcessFromYear2Amt |
| Excess From Year1 | $37,918 | ExcessFromYear1Amt |
| Excess From Current Year | $60,512 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SACRAMENTO CHILDREN'S HOME | |||||||
| CRISIS NURSERY PROGRAM | 2750 SUTTERVILLE ROAD | SACRAMENTO | CA | 95820 | 501C3 | HEATH/SOCIAL OUTREACH | $50,000 |
| ST ANNE'S CATHOLIC SCHOOL | |||||||
| 385 NORTH F STREET | PORTERVILLE | CA | 93257 | 501C3 | EDUCATION | $20,000 | |
| OPERATION SMILE | |||||||
| 6435 TIDEWATER DRIVE | NORFOLK | VA | 23509 | 501C3 | HEALTH | $10,000 | |
| CHILDREN INTERNATIONAL | |||||||
| PO BOX 219055 | KANSAS CITY | MO | 64121 | 501C3 | HEALTH/SOCIAL OUTREACH | $10,000 | |
| MEDSHARE INTERNATIONAL | |||||||
| 3240 CLIFTON SPRINGS ROAD | DECATUR | GA | 30034 | 501C3 | HEALTH | $10,000 | |
| MEDICAL MISSIONARIES | |||||||
| OF MARY | 4425 WEST 63RD STREET | CHICAGO | IL | 60629 | 501C3 | HEALTH | $10,000 |
| BAYSIDE CHURCH | |||||||
| CONGO PROJECT | 8203 SIERRA COLLEGE BLVD | ROSEVILLE | CA | 95661 | 501C3 | HEALTH/SOCIAL OUTREACH | $50,000 |
| CHILDREN'S HOSPITAL | |||||||
| OF CENTRAL CA | 9300 VALLEY CHILDRENS PL | MADERA | CA | 93636 | 501C3 | HEALTH | $10,000 |
| SACRAMENTO CHILDREN'S HOME | |||||||
| 2750 SUTTERVILLE ROAD | SACRAMENTO | CA | 95820 | 501C3 | HEALTH/SOCIAL OUTREACH | $10,000 | |
| EQUIPPING LEADERS FOR A LIFETIME | |||||||
| OF SCIENCE INTERNATIONAL | 16308 HAVEN ACRES LN NE | SILVERTON | OR | 97381 | 501C3 | EDUCATION/SOCIAL OUTREACH | $8,000 |
| GEORGE MARK CHILDREN'S HOUSE | |||||||
| 2121 GEORGE MARK LANE | SAN LEANDRO | CA | 94578 | 501C3 | HEALTH/SOCIAL OUTREACH | $12,000 | |
| CAMPUS LIFE CONNECTIONS | |||||||
| SAYONARA YOUTH CENTER | P O BOX 277728 | SACRAMENTO | CA | 95827 | 501C3 | EDUCATION/SOCIAL OUTREACH | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $250,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $113,593 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,845 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $123,441 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $123,441 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | FOUNDATION ASSISTS COMMUNITY BASED ORGANIZATIONS IN THE WORK OF EDUCATION, HEALTHCARE AND SOCIAL OUTREACH. | RelationshipStatementTxt |
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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| KONDA CHARITABLE LEAD ANNUITY TRUST | ||||||
| 1 | PO BOX 1061 | OAKS | PA | 19456 | $137,054 | Yes (X) |
| KONDA CHARITABLE LEAD ANNUITY TRUST | ||||||
| 2 | PO BOX 1061 | OAKS | PA | 19456 | $137,054 | Yes (X) |
| KONDA CHARITABLE LEAD ANNUITY TRUST | ||||||
| 3 | PO BOX 1061 | OAKS | PA | 19456 | $137,054 | Yes (X) |
| KONDA CHARITABLE LEAD ANNUITY TRUST | ||||||
| 4 | PO BOX 1061 | OAKS | PA | 19456 | $137,053 | Yes (X) |
| KONDA CHARITABLE LEAD ANNUITY TRUST | ||||||
| 5 | PO BOX 1061 | OAKS | PA | 19456 | $137,053 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,400 | Amt |
| Disbursements Charitable Prps | $1,385 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (11 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 795.26 SHORT-DURATION GOVT FUND | 2009-12 | PURCHASE | 2014-12 | $8,334 | $8,358 | -$24 |
| 14,234.70 SHORT-DURATION GOVT FUND | 2010-01 | PURCHASE | 2014-12 | $149,180 | $149,180 | |
| 228.99 INTL FIXED INCOME FUND | 2009-12 | PURCHASE | 2014-12 | $2,562 | $2,365 | $197 |
| 1,580.83 INTL FIXED INCOME FUND | 2010-01 | PURCHASE | 2014-12 | $17,689 | $16,235 | $1,454 |
| 596.08 HIGH YIELD BOND FUND | 2009-12 | PURCHASE | 2014-12 | $4,441 | $4,029 | $412 |
| 914.12 HIGH YIELD BOND FUND | 2010-01 | PURCHASE | 2014-12 | $6,810 | $6,399 | $411 |
| 300.00 EMERGING MKTS DEBT FUND | 2009-12 | PURCHASE | 2014-12 | $2,913 | $3,075 | -$162 |
| 858.70 EMERGING MKTS DEBT FUND | 2010-01 | PURCHASE | 2014-12 | $8,338 | $8,776 | -$438 |
| 664.56 U S MANAGED VOLATILITY FUND | 2009-12 | PURCHASE | 2014-12 | $11,251 | $6,659 | $4,592 |
| 823.38 GLOBAL MANAGED VOL FUND | 2009-12 | PURCHASE | 2014-12 | $9,378 | $6,529 | $2,849 |
| 164.42 GLOBAL MANAGED VOL FUND | 2010-01 | PURCHASE | 2014-12 | $1,873 | $1,319 | $554 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEI - SHORT DURATION GOVT FUND | $2,726,616 | $2,701,114 |
| SEI - INTL FIXED INCOME | $330,117 | $328,705 |
| SEI - HIGH YIELD BOND DUND | $184,769 | $185,754 |
| SEI - U.S. MANAGED VOLATILITY FUND | $134,585 | $185,838 |
| SEI - EMERGING MARKETS DEBT FD | $201,858 | $182,780 |
| SEI - GLOBAL MANAGED VOL FUND | $154,813 | $183,421 |
| SEI - PRIME OBLIGATION FUND | $279,584 | $279,584 |
| SEI - PRIME OBLIGATION FUND | $171,419 | $171,419 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $359 | LegalFeesAmt |
| Disbursements Charitable Prps | $359 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $35,985 | Amt |
| Net Investment Income | $35,985 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEE SCHEDULE B | PersonNm |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| STATE & FEDERAL FILING FEES | $115 | $115 |
| FEDERAL EXCISE TAX | $822 | $822 |
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