REDIGER FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- REDIGER FAMILY FOUNDATION (EIN 95-4700641)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-07
- IRS object ID
- 201431889349100463
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-07T17:30:49-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954538174 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILAM KNECHT & WARNER LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 N BRAND BLVD SIXTH FLOOR | AddressLine1 |
| City | GLENDALE | City |
| State | CA | State |
| ZIP Code | 91203 | 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 | 954700641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE REDIGER FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REDI | BusinessNameControlTxt |
| Phone | 8188422312 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 E OLIVE AVE NO 840 | AddressLine1 |
| City | BURBANK | City |
| State | CA | State |
| ZIP Code | 91501 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAREN R REDIGER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8188422312 | PhoneNum |
| Signature | 2014-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA TORGESEN | PreparerPersonNm |
| PTIN | P01253869 | PTIN |
| Phone | 8185509991 | PhoneNum |
| Preparation | 2014-06-25 | 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) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,655,466 | 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 | $545,405 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $518,909 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $518,909 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $518,909 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $128,040 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $110,959 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $128,040 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $446,015 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,490,311 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $850,579 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,638,369 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,480,447 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $646,949 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $825 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $825 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,290 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,290 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,130 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,130 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,435 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,435 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,680 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,680 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $381,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $381,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $391,530 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,680 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $381,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,246,839 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,470,767 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $646,949 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $139,283 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $650,807 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $650,807 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,469,213 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,274,364 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,394,900 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,195,680 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,609,759 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,609,759 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,804,176 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,534,930 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,655,466 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,804,176 | UnrestrictedBOYAmt |
| Unrestricted EOY | $8,534,930 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,804,176 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,534,930 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,804,176 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,534,930 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,804,176 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,246,839 | ExcessRevenueOverExpensesAmt |
| Other Increases | $483,915 | OtherIncreasesAmt |
| Subtotal | $8,534,930 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,534,930 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| FIDELITY - CAP GAIN DISTRIBUTION | P | $80,710 | $80,710 | $80,710 | |
| FIDELITY - SHORT TERM TOTALS | P | $3,975,837 | $211,830 | $211,830 | $3,764,007 |
| FIDELITY - LONG TERM TOTALS | P | $1,433,764 | $558,039 | $558,039 | $875,725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $850,579 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $211,830 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $344,317 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,998,514 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049199 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $260,205 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,043,375 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036943 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $301,427 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,288,126 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047936 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $352,570 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,217,846 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.067570 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $380,267 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,047,633 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053957 | DistributionYr5Rt |
| Total Distribution | 0.255605 | TotalDistributionRt |
| Average Distribution | 0.051121 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,746,424 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $396,005 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,708 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $410,713 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $381,850 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,415 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,415 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,415 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,520 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,520 | TotalPaymentsAndCreditsAmt |
| Tax Due | $22,895 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAREN R REDIGER | IndividualWithBooksNm |
| Phone | 8188422312 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EAST OLIVE | AddressLine1 |
| City | BURBANK | City |
| State | CA | State |
| ZIP Code | 91501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| DONALD E REDIGER | ||||||||
| 500 EAST OLIVE AVE 840 | BURBANK | CA | 91501 | CHAIRMAN OF THE BOARD | 5.00 | $0 | $0 | $0 |
| DENIS K REDIGER | ||||||||
| 500 EAST OLIVE AVE 840 | BURBANK | CA | 91501 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DUANE E REDIGER | ||||||||
| 500 EAST OLIVE AVE 840 | BURBNK | CA | 91501 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| DAREN R REDIGER | ||||||||
| 500 EAST OLIVE AVE 840 | BURBANK | CA | 91501 | PRESIDENT AND TREASURER | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,151,080 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $713,310 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,864,390 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,864,390 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $117,966 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,746,424 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $387,321 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $387,321 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,415 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,415 | TotalTaxAmt |
| Distributable Before Adj | $357,906 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $357,906 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $357,906 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $381,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $381,850 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $381,850 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $357,906 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $334,813 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $381,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $334,813 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,037 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $310,869 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AFRICA RENEWAL MINISTRIES | |||||
| PO BOX 13733 | SAN ANTONIO | TX | 78213 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $1,000 |
| BURBANK SENIOR BULLDOG FOUNDATION | |||||
| 704 E GRINNELL DR | BURBANK | CA | 91501 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $250 |
| CHILDREN'S HUNGER FUND | |||||
| PO BOX 7085 | MISSION HILLS | CA | 91346 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $65,200 |
| FIRST CHRISTIAN CHURCH | |||||
| 4390 COLFAX AVE | NORTH HOLLYWOOD | CA | 91607 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $1,000 |
| FIRST TEE OF COACHELLA VALLEY | |||||
| 74-945 SHERYL AVE | PALM DESERT | CA | 92260 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $100 |
| GENERAL COUNCIL OF THE ASSEMBLIES OF GOD | |||||
| 1445 BOONFIELD AVE | SPRINGFIELD | MO | 65802 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $50,000 |
| IMAGINE LA | |||||
| 5455 WILSHIRE BLVD 1001 | LOS ANGELES | CA | 90036 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $4,500 |
| INTERNATIONAL FOUNDATION | |||||
| 2061 STEEPLE PLACE | WOODBRIDGE | VA | 22192 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $2,500 |
| INTERNATIONAL SPORTS FEDERATION | |||||
| PO BOX 2788 | ACWORTH | GA | 30102 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $2,500 |
| KALISPELL ASSEMBLY OF GOD CHURCH | |||||
| 255 SUMMIT RIDGE DRIVE | KALISPEL | MT | 59901 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $20,000 |
| KING'S UNIVERSITY | |||||
| 14800 SHERMAN WAY | VAN NUYS | CA | 91405 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $3,250 |
| MAKE A WISH FOUNDATION | |||||
| 1875 CENTURY PARK EAST 1460 | LOS ANGELES | CA | 90067 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $2,500 |
| MARINERS CHURCH | |||||
| 5001 NEWPORT COAST DRIVE | IRVINE | CA | 92603 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $7,500 |
| NATIONAL JEWISH HEALTH | |||||
| 14724 VENTURA BLVD 1004 | SHERMAN OAKS | CA | 91403 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $500 |
| PROVIDENCE ST JOSEPH FOUNDATION | |||||
| 501 S BUENA VISTA | BURBANK | CA | 91505 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $11,500 |
| REACH OUT WORLDWIDE | |||||
| 700 S FLOWER STREET 201 | BURBANK | CA | 91502 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $2,500 |
| ROYAL FAMILY KIDS CAMP | |||||
| 3000 W MAC ARTHUR 412 | SANTA ANA | CA | 92704 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $10,000 |
| SAMARITAN HOUSE | |||||
| 124 9TH AVE WEST | KALISPELL | MT | 59901 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $2,500 |
| THE MISSION CHURCH | |||||
| 4217 E GLORY LANE | APPLETON | WI | 54913 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $6,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||
| UNIVERSITY PARK CAMPUS UGW-110 | LOS ANGELES | CA | 90089 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $400 |
| VANGUARD UNIVERSITY | |||||
| 55 FAIR DRIVE | COSTA MESA | CA | 92626 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $58,000 |
| VILLAGE CHRISTIAN SCHOOL | |||||
| 8930 VILLGAE AVE | SUN VALLEY | CA | 91352 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $76,500 |
| VILLAGE CHURCH INC | |||||
| 3216 W VICTORY BLVD | BURBANK | CA | 91505 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $15,000 |
| WILD HOPE INTERNATIONAL | |||||
| 615 S WILTON PLACE A | LOS ANGELES | CA | 90005 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $300 |
| WUNDERGLO FOUNDATION | |||||
| 3260 BENNET DR | LOS ANGELES | CA | 90068 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $100 |
| YMCA-BURBANK COMMUNITY | |||||
| 321 E MAGNOLIA BLVD | BURBANK | CA | 91502 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $10,000 |
| YOUNG LIFE | |||||
| 406 E HARVARD ROAD | BURBANK | CA | 91504 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $18,250 |
| YOUNG LIFE COLLEGE | |||||
| PO BOX 11765 | BURBANK | CA | 91510 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $12,000 |
| YOUTH WITH A MISSION | |||||
| 6025 LITTLE JOHNNY DR | COLORADO SPRINGS | CO | 80918 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | -$2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $381,850 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $518,909 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $128,040 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531110 | BusinessCd |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $446,015 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,092,964 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,092,964 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DAREN REDIGER | |||||||
| 1 | 500 EAST OLIVE AVE 840 | BURBANK | CA | 91501 | $86,187 | Yes (X) | Yes (X) |
| DONALD EREDIGER | |||||||
| 2 | 500 EAST OLIVE AVE 840 | BURBANK | CA | 91501 | $402,600 | Yes (X) | Yes (X) |
| DUANE E REDIGER | |||||||
| 3 | 500 EAST OLIVE AVE 840 | BURBANK | CA | 91501 | $41,450 | Yes (X) | Yes (X) |
| DENIS REDIGER | |||||||
| 4 | 500 EAST OLIVE AVE 840 | BURBANK | CA | 91501 | $15,168 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,050 SHARES OF CEPHIED STOCK | $86,187 | 2013-05-10 |
| 2 | 10,000 SHARES OF CEPHIED STOCK | $402,600 | 2013-10-24 |
| 3 | 1,025 SHARES OF CEPHIED STOCK | $41,450 | 2013-09-23 |
| 4 | 325 SHARES OF CEPHIED STOCK | $15,168 | 2013-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CPA | CategoryTxt |
| Amt | $1,290 | Amt |
| Net Investment Income | $1,290 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | AMENDED RETURN EXPLANATION | IdentifierTxt |
| Form And Line Reference | CHANGES TO AMENDED RETURN | FormAndLineReferenceDesc |
| Medium Explanation | AN AMENDED RETURN IS BEING FILED TO UPDATE THE "BOOK BASIS" REVENUE AND EXPENSES PER COLUMN A AND THE BOOK VALUE BALANCE SHEET PER COLUMN B. THE FOUNDATION RECEIVES DONATED STOCK. THIS STOCK IS CORRECTLY SHOWN AT THE CARRYOVER TAX BASIS IN PART IV AND PART I COLUMN B (NET INVESTMENT INCOME). THE CONTRIBUTED STOCK BASIS FOR BOOKS WAS ORIGINALLY SHOWN AT THE DONOR'S CARRYOVER TAX BASIS. THE AMENDED RETURN UPDATED THE BOOK BASIS OF THE DONATED STOCK TO BE SHOWN AT THE FAIR MARKET VALUE AT DATE OF CONTRIBUTION SO THAT THE BOOK REVENUE IS NOT OVERSTATED. THE TAX CALCULATION ON PART VI DID NOT CHANGE.EXACT CHANGES MADE:PART I, COLUMN A, LINE 6A FROM $850,579 TO $446,015PART II, COLUMN B, LINE 10B FROM $2,980,120 TO $3,274,364PART III, LINE 3 AND 5 FROM $244,377 AND $459,270 TO $483,915 AND ZERO RESPECTIVELYPART XVI-A LINE 8 FROM $850,579 TO $446,015 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $3,274,364 | EOYBookValueAmt |
| EOYFMV | $3,394,900 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,609,759 | BookValueAmt |
| EOYFMV | $4,609,759 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $825 | LegalFeesAmt |
| Net Investment Income | $825 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MISC | $1,771 | $1,771 | $0 | $0 |
| MEETING EXPENSE | $641 | $641 | $0 | $0 |
| EDUCATION | $23 | $23 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT TO REPORT DONATED STOCK AT CONTRIBUTED VALUE FOR BOOK PURPOSES | Description |
| Amount | $483,915 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FRANCHISE TAX BOARD | $10 | $10 | $0 | $0 |
| FEDERAL EXCISE TAX | $4,573 | $4,573 | $0 | $0 |
| FOREIGN TAX | $547 | $547 | $0 | $0 |
Comments