BETA

ZIEF FAMILY FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ZIEF FAMILY FOUNDATION INC (EIN 94-1676472)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-11-17
IRS object ID
201423219349103312
Schema version
2013v3.0
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)
Return2014-11-17T20:03:52-06:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN943158857PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RINA ACCOUNTANCY CORPORATIONBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 MONTGOMERY STREET SUITE 2075AddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94104ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941676472EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ZIEF FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlZIEFBusinessNameControlTxt
Phone6504030403PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 EAST 20TH AVENUEAddressLine1
CitySAN MATEOCity
StateCAState
ZIP Code94403ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVE CURSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6504030403PhoneNum
Signature2014-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRACY TEALEPreparerPersonNm
PTINP01290862PTIN
Phone4157774488PhoneNum
Preparation2014-11-07PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,699,377FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$75,085InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$75,085InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$75,085InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$31,737DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,737DividendsNetInvstIncmAmt
Dividends Adj Net Incm$31,737DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss$752,795GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$752,795GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$752,795GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss$544,231NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$25,263NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,190,386GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$25,263CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$7,075NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$884,880TotalRevAndExpnssAmt
Total Net Invst Incm$884,880TotalNetInvstIncmAmt
Total Adj Net Incm$866,692TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$392,583LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$392,583LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$31,109AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$31,109AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,656OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,656OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$11,656OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$44,892TaxesRevAndExpnssAmt
Taxes Net Invst Incm$44,892TaxesNetInvstIncmAmt
Taxes Adj Net Incm$44,892TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$33,705DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$33,705DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$33,705DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$4,526OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$4,526OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$4,526OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$229,836OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$229,836OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$229,836OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$748,307TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$324,615TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$324,615TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$423,692TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$748,307TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$324,615TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$324,615TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$423,692TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$136,573ExcessRevenueOverExpensesAmt
Net Investment Income$560,265NetInvestmentIncomeAmt
Adjusted Net Income$542,077AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,121CashBOYAmt
Cash EOY$25,166CashEOYAmt
Cash EOYFMV$25,166CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,107,535SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$620,814SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$620,814SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl BOY$415,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$526,887CorporateStockBOYAmt
Corporate Stock EOY$1,149,973CorporateStockEOYAmt
Corporate Stock EOYFMV$1,312,409CorporateStockEOYFMVAmt
Corporate Bonds BOY$798,502CorporateBondsBOYAmt
Corporate Bonds EOY$3,063,845CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,063,845CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$1,405,775InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$521,785InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$917,695LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$883,990LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$6,700,000LandBldgInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$4,932,053LandBldgEquipCostOrOtherBssAmt
Land BOY$4,892,302LandBOYAmt
Land EOY$4,932,053LandEOYAmt
Land EOYFMV$4,932,053LandEOYFMVAmt
Other Assets BOY$1,277,427OtherAssetsBOYAmt
Other Assets EOY$45,090OtherAssetsEOYAmt
Other Assets EOYFMV$45,090OtherAssetsEOYFMVAmt
Total Assets BOY$12,937,469TotalAssetsBOYAmt
Total Assets EOY$10,720,931TotalAssetsEOYAmt
Total Assets EOYFMV$16,699,377TotalAssetsEOYFMVAmt
Loans From Officers BOY$250,000LoansFromOfficersBOYAmt
Total Liabilities BOY$250,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$986,103CapitalStockBOYAmt
Capital Stock EOY$986,103CapitalStockEOYAmt
Additional Paid In Capital BOY$8,311,859AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$8,311,859AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,389,507RetainedEarningBOYAmt
Retained Earning EOY$1,422,969RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$12,687,469TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,720,931TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,937,469TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,720,931TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,687,469TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$136,573ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$12,824,042SubtotalAmt
Other Decreases$2,103,111OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,720,931TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$448,442$442,814$5,628$5,628
PUBLICLY TRADED SECURITIES$729,902$722,309$7,593$7,593
ADJ SHORT TERM GAIN/LOSS$1,447$1,447
ADJ LONG TERM GAIN/LOSS-$1,447-$1,447
CAPITAL GAINS DIVIDENDS$12,042$12,042$12,042P
FieldValueIRS element (for citing)
Capital Gain Net Income$25,263CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$7,075NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$343,077AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,700,000NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051206DistributionYr1Rt
Adjusted Qlfy Distri Yr2$28,261AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$0NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Adjusted Qlfy Distri Yr3$40,627AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$0NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Adjusted Qlfy Distri Yr4$27,964AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$29,857AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.051206TotalDistributionRt
Average Distribution0.010241AverageDistributionRt
Net Vl Noncharitable Assets$6,700,000NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$68,615AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,603NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$74,218AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$423,692QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$5,603InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,603SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,603TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,760EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$9,760TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$4,157OverpaymentAmt
Applied To ES Tax$4,157AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRINA ACCOUNTANCY CORPORATIONIndividualWithBooksNm
Phone4157774488PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 MONTGOMERY ST STE 2075AddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94104ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CURSON DAVE
20 EAST 20TH AVENUESAN MATEOCA94403PRESIDENT0.00$0$0$0
WEINSTEIN ALLISON
20 EAST 20TH AVENUESAN MATEOCA94403SECRETARY0.00$0$0$0
GELZAYD REINART
20 EAST 20TH AVENUESAN MATEOCA94403DIRECTOR0.00$0$0$0
KLEINMAN JOANN
20 EAST 20TH AVENUESAN MATEOCA94403TREASURER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION OBTAINS DONATIONS TO BUY HOMES FOR THE MENTALLY HANDICAPPED. THE HOMES ARE LEASED TO NON-PROFIT CHARITABLE AGENCIES THAT PROVIDE FOR THE MENTALLY HANDICAPPED. THE LEASE MONEY IS ACCUMULATED ALONG WITH CONTRIBUTIONS TO OBTAIN MORE HOMES. AFTER A FEW YEARS THIS SHOULD BE A SELF-PERPETUATING FOUNDATION. BENEFITS TO THE DISABLED, THEIR PARENTS, & THE GOVERNMENT INCLUDE THE FOLLOWING: A. IT PRESENTLY COSTS THE GOVERNMENT & TAXPAYERS $100,000 A YEAR TO KEEP A MENTALLY DISABLED YOUNG ADULT IN AN INSTITUTION.B. IN A PRIVATE RESIDENTIAL HOME THE COST CAN BE REDUCED TO $32,000 A YEAR, THUS SAVING THE GOVERNMENT & TAXPAYERS $68,000 A YEAR PER PERSON. C. TO GIVE MENTALLY DISABLED A HOME ENVIRONMENT INSTEAD OF AN INSTITUTIONAL ENVIRONMENT. D. PSYCHOLOGICALLY THIS IS A BIG LIFT TO THE PARENTS OF THE DISABLED TO SEE THEIR CHILD IN A RESIDENTIAL HOME. THE IRS HAS DETERMINED THAT THE MONEY COLLECTED FOR RENT TO BUY ADDITIONAL HOMES WAS NOT TAXABLE.Description1Txt
Expenses1$423,692Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,270,586AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,416,022AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$6,700,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,386,608TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,386,608AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,686,608CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,700,000NetVlNoncharitableAssetsAmt
Minimum Investment Return$335,000MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$423,692ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$423,692QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$5,603PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$418,089AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$335,000CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$335,000TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$284,750CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$284,750TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$423,692CurrentYearAmt
Year1$352,820Year1Amt
Year2$30,157Year2Amt
Year3$42,479Year3Amt
Total$849,148TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$423,692CurrentYearAmt
Year1$352,820Year1Amt
Year2$30,157Year2Amt
Year3$42,479Year3Amt
Total$849,148TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Current Year$884,880CurrentYearAmt
Year1$1,209,398Year1Amt
Year2$219,716Year2Amt
Year3$227,676Year3Amt
Total$2,541,670TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$75,085ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,737ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Business531110BusinessCd
Unrelated Business Taxbl Incm$324,701UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm$219,530RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,263ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$324,701UnrelatedBusinessTaxblIncmAmt
Exclusion$132,085ExclusionAmt
Related Or Exempt Function Incm$219,530RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$676,316TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number5LineNumberTxt
Relationship StatementLEASE MONEY IS ACCUMULATED TO OBTAIN MORE HOMES FOR THE MENTALLY HANDICAPPED.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING/TAX PREPARATIONCategoryTxt
Amt$31,109Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$31,109DisbursementsCharitablePrpsAmt

Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt

FieldValueIRS element (for citing)
Short ExplanationAS PART OF THE FUNCTION AND OBJECTIVES OF THE FOUNDATION,CASH IS ACCUMULATED TO BUY MORE HOUSES THAT ARE USED TO HOUSE MENTALLY HANDICAPPED ADULTS AND CHILDREN. THEREFORE, THE CASH IS DEEMED TO BE HELD FOR CHARITABLE ACTIVITIES.ShortExplanationTxt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (61 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtRtRt
ALUMINUM WINDOWS1984-05-31$1,500$1,500SL18.000000000000$0$0$0
IMPROVEMENT - TILE1986-02-20$1,733$1,733SL19.000000000000$0$0$0
ROOF1986-12-30$3,700$3,503SL19.000000000000$0$0$0
ELEVATOR1987-08-03$3,334$3,085SL27.500000000000$121$121$121
IMPROVEMENTS1987-10-16$1,470$1,343SL27.500000000000$53$53$53
DOORS1990-09-21$1,600$1,300SL27.500000000000$58$58$58
FURNITURE1993-03-25$965$965SL7.000000000000$0$0$0
FURNACES1996-06-26$4,800$4,800SL7.000000000000$0$0$0
CARPET1996-12-04$1,494$1,494SL7.000000000000$0$0$0
WINDOWS1996-08-30$3,255$1,947SL27.500000000000$118$118$118
ROOF1997-05-29$19,750$11,309SL27.500000000000$718$718$718
WINDOWS1999-08-28$44,500$21,843SL27.500000000000$1,618$1,618$1,618
BUILDING1973-03-01$303,000$303,000SL25.000000000000$0$0$0
LAND1973-03-01$104,890SL$0$0$00.000000000000
FURNITURE2000-09-13$899$899SL7.000000000000$0$0$0
FURNACE2001-01-15$1,650$1,650SL7.000000000000$0$0$0
CARPET2002-10-11$15,000$15,000SL5.000000000000$0$0$0
CARPET2003-03-11$2,100$2,100SL5.000000000000$0$0$0
CARPET2003-03-14$2,100$2,100SL5.000000000000$0$0$0
CARPET2003-09-24$1,205$1,205SL5.000000000000$0$0$0
(2) STOVES2003-11-03$1,714$1,714SL5.000000000000$0$0$0
CARPET2003-12-05$1,250$1,250SL5.000000000000$0$0$0
STOVE2003-12-20$881$881SL5.000000000000$0$0$0
CARPET2003-12-31$1,246$1,246SL5.000000000000$0$0$0
STOVE2004-01-17$1,199$1,199SL5.000000000000$0$0$0
REFRIGERATOR2004-05-05$763$763SL5.000000000000$0$0$0
CARPET2004-05-25$2,249$2,249SL5.000000000000$0$0$0
APPLIANCES2004-06-28$3,048$3,048SL5.000000000000$0$0$0
CARPET2004-07-12$2,250$2,250SL5.000000000000$0$0$0
CARPET2004-10-08$887$887SL5.000000000000$0$0$0
CARPET2005-07-25$1,596$1,596SL5.000000000000$0$0$0
CARPET2005-09-14$2,480$2,480SL5.000000000000$0$0$0
IMPROVEMENT2006-03-02$1,104$277SL27.500000000000$40$40$40
IMPROVEMENT2006-03-30$2,010$505SL27.500000000000$73$73$73
IMPROVEMENT2006-09-15$2,671$622SL27.500000000000$97$97$97
IMPROVEMENT2006-10-13$1,500$348SL27.500000000000$55$55$55
IMPROVEMENT2007-03-29$1,285$278SL27.500000000000$47$47$47
IMPROVEMENT2007-04-10$589$123SL27.500000000000$21$21$21
IMPROVEMENT2007-06-12$1,005$210SL27.500000000000$37$37$37
IMPROVEMENT2007-09-14$5,415$1,067SL27.500000000000$197$197$197
INTERCOM2007-06-12$1,150$1,090SL5.000000000000$0$0$0
CARPET2007-06-27$2,557$2,422SL5.000000000000$0$0$0
INTERCOM2007-07-09$1,150$1,090SL5.000000000000$0$0$0
MAILBOXES2007-08-16$1,096$1,075SL5.000000000000$0$0$0
MAILBOXES2007-09-21$1,572$1,569SL5.000000000000$0$0$0
IMPROVEMENTS2008-12-31$2,508$379SL27.500000000000$91$91$91
PIPING2008-06-14$4,250$723SL27.500000000000$155$155$155
IMPROVEMENTS2008-12-08$15,877$2,404SL27.500000000000$577$577$577
REFRIGERATOR2008-06-30$1,300$1,300SL5.000000000000$0$0$0
INTERCOM2008-07-11$1,097$1,097SL5.000000000000$0$0$0
STOVE2008-04-30$1,161$1,161SL5.000000000000$0$0$0
STOVE2008-06-14$2,430$2,430SL5.000000000000$0$0$0
CARPET2008-06-14$2,609$2,609SL5.000000000000$0$0$0
IMPROVEMENT2009-07-01$243,250$31,695SL27.500000000000$8,845$8,845$8,845
IMPROVEMENT2010-07-01$18,240$1,713SL27.500000000000$663$663$663
REMODELING2011-07-01$459,314$26,445SL27.500000000000$16,702$16,702$16,702
IMPROVEMENT2012-02-01$61,547$2,425SL27.500000000000$2,238$2,238$2,238
REMODELING2012-02-22$18,435$893SL27.500000000000$670$670$670
REMODELING2012-01-31$10,172$524SL27.500000000000$370$370$370
OVEN2012-02-07$1,141$163SL7.000000000000$82$82$82
DISHWASHER2012-02-02$832$118SL7.000000000000$59$59$59

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBOSTON PRIVATE BANKBondNm
EOY Book Value$3,063,845EOYBookValueAmt
EOYFMV$3,063,845EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BOSTON PRIVATE BANK$1,136,664$1,283,405
FRANKLIN TEMPLETON FUND$13,309$29,004

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (61 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
ALUMINUM WINDOWS$1,500$1,500$0
IMPROVEMENT - TILE$1,733$1,733$0
ROOF$3,700$3,503$197
ELEVATOR$3,334$3,206$128
IMPROVEMENTS$1,470$1,396$74
DOORS$1,600$1,358$242
FURNITURE$965$965$0
FURNACES$4,800$4,800$0
CARPET$1,494$1,494$0
WINDOWS$3,255$2,065$1,190
ROOF$19,750$12,027$7,723
WINDOWS$44,500$23,461$21,039
BUILDING$303,000$303,000$0
LAND$104,890$0$104,890
FURNITURE$899$899$0
FURNACE$1,650$1,650$0
CARPET$15,000$15,000$0
CARPET$2,100$2,100$0
CARPET$2,100$2,100$0
CARPET$1,205$1,205$0
(2) STOVES$1,714$1,714$0
CARPET$1,250$1,250$0
STOVE$881$881$0
CARPET$1,246$1,246$0
STOVE$1,199$1,199$0
REFRIGERATOR$763$763$0
CARPET$2,249$2,249$0
APPLIANCES$3,048$3,048$0
CARPET$2,250$2,250$0
CARPET$887$887$0
CARPET$1,596$1,596$0
CARPET$2,480$2,480$0
IMPROVEMENT$1,104$317$787
IMPROVEMENT$2,010$578$1,432
IMPROVEMENT$2,671$719$1,952
IMPROVEMENT$1,500$403$1,097
IMPROVEMENT$1,285$325$960
IMPROVEMENT$589$144$445
IMPROVEMENT$1,005$247$758
IMPROVEMENT$5,415$1,264$4,151
INTERCOM$1,150$1,090$60
CARPET$2,557$2,422$135
INTERCOM$1,150$1,090$60
MAILBOXES$1,096$1,075$21
MAILBOXES$1,572$1,569$3
IMPROVEMENTS$2,508$470$2,038
PIPING$4,250$878$3,372
IMPROVEMENTS$15,877$2,981$12,896
REFRIGERATOR$1,300$1,300$0
INTERCOM$1,097$1,097$0
STOVE$1,161$1,161$0
STOVE$2,430$2,430$0
CARPET$2,609$2,609$0
IMPROVEMENT$243,250$40,540$202,710
IMPROVEMENT$18,240$2,376$15,864
REMODELING$459,314$43,147$416,167
IMPROVEMENT$61,547$4,663$56,884
REMODELING$18,435$1,563$16,872
REMODELING$10,172$894$9,278
OVEN$1,141$815$326
DISHWASHER$832$593$239

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$392,583LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$392,583DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
UNRECONCILED AMOUNTS DUE FROM CRT$1,238,065$0$0
DEPOSITS HELD BY MANAGEMENT COMPANY - PACIFIC RENTAL$39,362$45,090$45,090

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionREVALUATION OF ASSETS TRANSFERRED FROM RELATED ENTITY (2012)Description
Amount$2,103,111Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$34,555$34,555$34,555$0
BANK CHARGES$39,477$39,477$39,477$0
INSURANCE - PACIFIC$13,681$13,681$13,681$0
MATERIALS AND SUPPLIES$21,338$21,338$21,338$0
REPAIRS$31,191$31,191$31,191$0
UTILITIES$28,097$28,097$28,097$0
TELPHONE$740$740$740$0
DEPOSIT INTEREST REBATE$142$142$142$0
CLEANING/MAINTENANCE$11,245$11,245$11,245$0
ELEVATOR SERVICE$1,052$1,052$1,052$0
PEST CONTROL$1,183$1,183$1,183$0
MANAGEMENT FEES$22,934$22,934$22,934$0
RENTAL COMMISSIONS$8,600$8,600$8,600$0
SECURITY DEPOSITS REFUNDED$15,601$15,601$15,601$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OUTSIDE SERVICES$11,556$11,556$11,556$0
PROFESSIONAL FEES$100$100$100$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FORM 990 TAXES FEDERAL$18,126$18,126$18,126$0
PROPERTY TAXES$7,746$7,746$7,746$0
FOREIGN TAXES$55$55$55$0
RRF1 FEE$10$10$10$0
PROPERTY TAX$18,955$18,955$18,955$0

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