BRUCE LINDORF MEMORIAL FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE LINDORF MEMORIAL FOUNDATION (EIN 23-7061702)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-03-25
- IRS object ID
- 201430849349100608
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-25T13:11:18-07:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN K HORTIN CPA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1521 N TECHNOLOGY WAY | AddressLine1 |
| City | OREM | City |
| State | UT | State |
| ZIP Code | 84097 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237061702 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE LINDORF MEMORIAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRUC | NameControl |
| Phone | 8014260633 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 51 WEST CENTER 604 | AddressLine1 |
| City | OREM | City |
| State | UT | State |
| ZIP Code | 84057 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD S LINDORF | Name |
| Title | CHAIRMAN | Title |
| Phone | 8014260633 | Phone |
| Date Signed | 2014-03-25 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN K HORTIN | Name |
| Phone | 8013748740 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3707503 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 14150 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 109592 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 109591 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 246686 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 246686 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 123742 | TotalRevenueAndExpenses |
| Total Net Investment Income | 356277 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 246686 | TotalAdjustedNetIncome |
| Oth Empl Slrs Wgs Rev And Expnss | 36776 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Adj Net Incm | 36776 | OthEmplSlrsWgsAdjNetIncm |
| Accounting Fees Rev And Expnss | 5338 | AccountingFeesRevAndExpnss |
| Accounting Fees Adj Net Incm | 5338 | AccountingFeesAdjNetIncm |
| Taxes Rev And Expnss | 7519 | TaxesRevAndExpnss |
| Taxes Adj Net Incm | 1760 | TaxesAdjNetIncm |
| Other Expenses Rev And Expnss | 52787 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 36279 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 16508 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 102420 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 36279 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 43874 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 16508 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 263590 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 263590 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 366010 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 36279 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 43874 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 280098 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -242268 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 319998 | NetInvestmentIncome |
| Adjusted Net Income | 202812 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 34920 | CashEOY |
| Cash EOYFMV | 34920 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 607748 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 720491 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 720491 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Bonds BOY | 2712656 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2679020 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2952092 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 3320404 | TotalAssetsBOY |
| Total Assets EOY | 3434431 | TotalAssetsEOY |
| Total Assets EOYFMV | 3707503 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 631 | AccountsPayableEOY |
| Total Liabilities EOY | 631 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 3320404 | UnrestrictedBOY |
| Unrestricted EOY | 3433800 | UnrestrictedEOY |
| Total Net Assets BOY | 3320404 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3433800 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3320404 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3434431 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3320404 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -242268 | ExcessOfRevenueOverExpenses |
| Other Increases | 355664 | OtherIncreases |
| Subtotal | 3433800 | Subtotal |
| Total Net Assets Fund Balances EOY | 3433800 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | DepreciationDepreciation | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | FMV As Of123169FMVAsOf123169 | Adjusted Basis As Of123169AdjustedBasisAsOf123169 | Excess Of FMV Over Adjusted BasisExcessOfFMVOverAdjustedBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Schwab 3148-8379 LT see stmt#1 | P | 2013-11-30 | 2013-11-30 | 796349 | 0 | 617797 | 178552 | 0 | 0 | 0 | 178552 |
| Scwab 9597-6405 see stmt #2 | P | 2013-11-30 | 2013-11-30 | 1134894 | 0 | 1066760 | 68134 | 0 | 0 | 0 | 68134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 246686 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 246686 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 134720 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3627775 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.037136 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 92200 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3067635 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.030056 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 125919 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3361239 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.037462 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 381602 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3378509 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.112950 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 594948 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3388789 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.175564 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.393168 | TotalDistributionRatio |
| Average Distribution Ratio | 0.078634 | AverageDistributionRatio |
| One Percent Net Investment Income | 3200 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 3200 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 280098 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3200 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3200 | Subtotal |
| Tax Based On Investment Income | 3200 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2280 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2280 | TotalCreditsAndPayments |
| Tax Paid Original Return | 2280 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 22 | PenaltyForUnderpayment |
| Tax Due | 942 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | true | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | RONALD S LINDORF | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8014264366 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 WEST CENTER 604 | AddressLine1 |
| City | OREM | City |
| State | UT | State |
| ZIP Code | 84057 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| RONALD S LINDORF | ||||||||
| 51 W CENTER 604 | OREM | UT | 84057 | President | 5.00 | 0 | 0 | 0 |
| TERRI LINDORF | ||||||||
| 51 W CENTER 604 | OREM | UT | 84057 | Secretary | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | 3200 | TaxBasedOnInvestmentIncome |
| Total Tax | 3200 | TotalTax |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 280098 | ExpensesAndContributions |
| Qualifying Distributions | 280098 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3200 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 276898 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 178371 | UndistributedIncomePriorYear |
| Excess Distri Carryover Year5 | 3598 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year1 | 134720 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 138318 | TotalExcessDistriCarryover |
| Qualifying Distributions | 280098 | QualifyingDistributions |
| Remaining Distri From Corpus | 280098 | RemainingDistriFromCorpus |
| Total Corpus | 418416 | TotalCorpus |
| Taxable Amount2 | 178371 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 3598 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 414818 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 134720 | ExcessFromYear1 |
| Excess From Current Year | 280098 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | RONALD LINDORF | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 WEST CENTER 604 | AddressLine1 |
| City | OREM | City |
| State | UT | State |
| ZIP Code | 84057 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8014264366 | RecipientPhoneNumber |
| Form And Info And Materials | BY MAIL ONLY | FormAndInfoAndMaterials |
| Submission Deadlines | APRIL 1 | SubmissionDeadlines |
| Restrictions On Awards | PRINCIPALLY FUNDS LDS RELIGIOUS AND EDUCATION CHARITIES IN THE INTERMOUNTAIN WEST | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| BRIGHAM YOUNG UNIV IDAHO | ||||||
| 525 S CENTER ST | REXBURG | ID | 83460 | 501(c)(3) | Charitable | $1,805 |
| FOUND FOR INTEGRATED MEDICINE | ||||||
| 20 FIFTH AVE STE 1E | NEW YORK | NY | 10011 | 501(c)(3) | Medical research | $2,500 |
| BRIGHAM YOUNG UNIVERSITY | ||||||
| A-41 ASB | PROVO | UT | 84602 | 501(c)(3) | Educational | $26,985 |
| FOUND FOR ALTERNATIVE AND INT MED | ||||||
| PO BOX 2860 | LOVELAND | CO | 80539 | 501(c)(3) | medical research | $1,600 |
| INSULIN DEPENDENCE INC | ||||||
| 7770 REGENTS ROAD | SAN DIEGO | CA | 92122 | 501(c)(3) | Charitable | $25,000 |
| JUVENILE DIABETES RESEARCH | ||||||
| 132 S 600 E 100 | SALT LAKE CITY | UT | 84102 | 501(c)(3) | Charitable | $6,500 |
| NATIONAL MS SOCIETY | ||||||
| 6364 S HIGHLAND DR STE 101 | SALT LAKE CITY | UT | 84121 | 501(c)(3) | Charitable | $500 |
| CHURCH OF JESUS CHRIST OF LDS | ||||||
| 47 E SO TEMPLE | SALT LAKE CITY | UT | 84150 | 501(c)(3) | Charitable | $88,800 |
| CASA | ||||||
| FOURTH DIST COURT AD LITEM | PROVO | UT | 84601 | 501(c)(3) | Child protection | $1,000 |
| UTAH VALLEY UNIVERSITY | ||||||
| 800 W UNIVERSITY PKWY | OREM | UT | 84058 | 501(c)(3) | Educational | $1,500 |
| ALPINE SCHOOL FOUNDATION | ||||||
| 575 N 100 E | AMERICAN FORK | UT | 84003 | 501(c)(3) | Educational | $500 |
| BOY SCOUTS OF AMERICA | ||||||
| 748 N 1340 W | OREM | UT | 84057 | 501(c)(3) | Charitable | $200 |
| SHS ALUMNI FOUNDATION | ||||||
| 971 E NBANTA RD | INDIANAPOLIS | IN | 46227 | 501(c)(3) | Educational | $1,500 |
| LYME DESEASEORG | ||||||
| PO BOX 5658 | MARYSVILLE | CA | 95901 | 501(c)(3) | medical research | $45,000 |
| UNITED WAY | ||||||
| 148 N 100 W | PROVO | UT | 84604 | 501(c)(3) | community support | $10,000 |
| CHARITY VISIONS INTL | ||||||
| 1282 E CAMBRIDGE COURT | PROVO | UT | 84604 | 501(c)(3) | medical services | $50,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 263590 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 109592 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 246686 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 356278 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 356278 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumber |
| Relationship Statement | Investment income | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| investment cust fees | 36279 | 36279 | |
| medical research | 10285 | 10285 | |
| Lyme testing | 6223 | 6223 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CAPITAL GAINS | $246,686 |
| ADJ TO INVESTMENTS COST BASIS | $108,978 |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| Federal excise tax | $5,759 | |
| Printing | $594 | 594 |
| Supplies | $766 | 766 |
| Telephone | $400 | 400 |
Comments