TERRA FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TERRA FAMILY FOUNDATION (EIN 20-8360832)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-16
- IRS object ID
- 201421979349100107
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- 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 | 2014-07-16T17:17:11-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 PARKSHORE DR SUITE 100 | AddressLine1 |
| City | FOLSOM | City |
| State | CA | State |
| ZIP Code | 95630 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | FOLSOM | City |
| State | CA | State |
| ZIP Code | 95630 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE WESKE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9169885870 | PhoneNum |
| Signature | 2014-07-31 | 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 | 2014-07-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,732,855 | 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 |
| Dividends Rev And Expnss | $69,885 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,885 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,252 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $198,020 | GrossSalesPriceAmt |
| Total Rev And Expnss | $763,405 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,885 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,425 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,425 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,385 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,385 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,442 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,442 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,326 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $1,326 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,578 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,442 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,136 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $235,578 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,442 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $205,136 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $527,827 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,443 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,312 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,178 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,178 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,128,080 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,661,041 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,718,677 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,147,392 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,675,219 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,732,855 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,147,392 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,675,219 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,147,392 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,675,219 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,147,392 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,675,219 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,147,392 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $527,827 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,675,219 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,675,219 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $201,748 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,829,081 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.071312 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $201,230 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,305,640 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.087277 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $202,583 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,816,832 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.111503 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $201,094 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,546,825 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.130004 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,092 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $449,007 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.111562 | DistributionYr5Rt |
| Total Distribution | 0.511658 | TotalDistributionRt |
| Average Distribution | 0.102332 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,360,135 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $343,849 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $394 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $344,243 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $205,136 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $789 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $789 | SubtotalAmt |
| Tax Based On Investment Income | $789 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $806 | 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 | AddressLine1 |
| City | FOLSOM | City |
| State | CA | State |
| ZIP Code | 95630 | 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 |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 4.00 | $0 | $0 | $0 |
| TOM BABER | ||||||||
| 1622 WINCHESTER WAY | ROSEVILLE | CA | 95661 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARIE HENAO | ||||||||
| 103 CLARK CANYON COURT | FOLSOM | CA | 95630 | DIRECTOR | 0.00 | $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 | $200,000 | 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 | $3,394,560 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,745 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,411,305 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,411,305 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,170 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,360,135 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $168,007 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $168,007 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $789 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $789 | TotalTaxAmt |
| Distributable Before Adj | $167,218 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $167,218 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $167,218 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $205,136 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $205,136 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $205,136 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $167,218 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $86,352 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $61,425 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $147,777 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $205,136 | QualifyingDistributionsAmt |
| Applied To Current Year | $167,218 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $37,918 | RemainingDistriFromCorpusAmt |
| Total Corpus | $185,695 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $185,695 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $86,352 | ExcessFromYear2Amt |
| Excess From Year1 | $61,425 | ExcessFromYear1Amt |
| Excess From Current Year | $37,918 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BISHOP GALLEGOS MATERNITY | |||||||
| HOME | PO BOX 305 | FAIR OAKS | CA | 95628 | 501C3 | HEALTH/SOCIAL OUTREACH | $8,000 |
| 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 | $12,000 | |
| 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 |
| CHRISTIAN BROS HIGH SCHOOL | |||||||
| 4315 MARTIN LUTHER KING | SACRAMENTO | CA | 95820 | 501C3 | EDUCATION | $10,000 | |
| SACRAMENTO CHILDREN'S HOME | |||||||
| 2750 SUTTERVILLE ROAD | SACRAMENTO | CA | 95820 | 501C3 | HEALTH/SOCIAL OUTREACH | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $69,885 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,252 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $78,137 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,137 | 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/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | 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 | $1,385 | Amt |
| Disbursements Charitable Prps | $1,385 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| CHRISTINE WESKE |
| TOM BABER |
| MARIE HENAO |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 13,284.06 SHORT DURATION GOVT FUND | 2009-12 | PURCHASE | 2013-12 | $140,014 | $139,616 | $398 |
| 1,717.73 INTL FIXED INCOME FUND | 2009-12 | PURCHASE | 2013-12 | $18,002 | $17,744 | $258 |
| 1,290.45 HIGH YIELD BOND FUND | 2009-12 | PURCHASE | 2013-12 | $10,001 | $8,723 | $1,278 |
| 982.42 EMERGING MKTS DEBT FUND | 2009-12 | PURCHASE | 2013-12 | $10,001 | $10,070 | -$69 |
| 628.60 U S MANAGED VOLATILITY FUND | 2009-12 | PURCHASE | 2013-12 | $10,001 | $6,299 | $3,702 |
| 922.60 GLOBAL MANAGED VOL FUND | 2009-12 | PURCHASE | 2013-12 | $10,001 | $7,316 | $2,685 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEI - SHORT DURATION GOVT FUND | $2,367,551 | $2,347,182 |
| SEI - INTL FIXED INCOME | $300,654 | $300,647 |
| SEI - HIGH YIELD BOND DUND | $158,491 | $168,853 |
| SEI - U.S. MANAGED VOLATILITY FUND | $118,998 | $169,194 |
| SEI - EMERGING MARKETS DEBT FD | $173,565 | $162,239 |
| SEI - GLOBAL MANAGED VOL FUND | $132,513 | $161,293 |
| SEI - PRIME OBLIGATION FUND | $237,867 | $237,867 |
| SEI - PRIME OBLIGATION FUND | $171,402 | $171,402 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,425 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,425 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $30,442 | Amt |
| Net Investment Income | $30,442 | 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 | $186 | $186 |
| FEDERAL EXCISE TAX | $1,140 | $1,140 |
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