THE LUKE AND MEADOW FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
THE LUKE AND MEADOW FOUNDATION (EIN 35-6923340)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-14
IRS object ID
201311349349102626
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-14T17:04:44-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN331197384EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WTAS LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1400 SOUTH HOPE STREET SUITE 2000AddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90071ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN356923340EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE LUKE AND MEADOW FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLUKENameControl

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O ROBERT KIES 400 SOUTH HOPEAddressLine1
Address Line2STREET NO 2000AddressLine2
CityLOS ANGELESCity
StateCAState
ZIP Code90071ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameBRIAN Z FRANCEName
TitleTRUSTEETitle
Date Signed2013-05-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameROBERT KIESName
PTINP00230738PTIN
Phone2135932300Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY6285FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss77000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss1InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm1InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses77001TotalRevenueAndExpenses
Total Net Investment Income1TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Other Expenses Rev And Expnss850OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps850OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss850TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps850TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss85500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps85500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss86350TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps86350TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-9349ExcessOfRevenueOverExpenses
Net Investment Income1NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY15634CashBOY
Cash EOY6285CashEOY
Cash EOYFMV6285CashEOYFMV
Pledges Receivable BOY50000PledgesReceivableBOY
Total Assets BOY65634TotalAssetsBOY
Total Assets EOY6285TotalAssetsEOY
Total Assets EOYFMV6285TotalAssetsEOYFMV
Grants Payable BOY50000GrantsPayableBOY
Total Liabilities BOY50000TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY15634RetainedEarningsBOY
Retained Earnings EOY6285RetainedEarningsEOY
Total Net Assets BOY15634TotalNetAssetsBOY
Total Net Assets EOY6285TotalNetAssetsEOY
Total Liabilities Net Assets BOY65634TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY6285TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY15634TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-9349ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal6285Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY6285TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year159306QualifyingDistributionsYear1
Noncharitable Assets Year117970NoncharitableAssetsYear1
Distribution Ratio Year13.300278DistributionRatioYear1
Total Distribution Ratio3.300278TotalDistributionRatio
Average Distribution Ratio3.300278AverageDistributionRatio
Net Noncharitable Assets11043NetNoncharitableAssets
Adjusted Noncharitable Assets36445AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One36445AdjNonchrtblAssetsAndOnePct
Qualifying Distributions86350QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithFLStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameROBERT KIES WTAS LLCBooksInCareOfPersonName
Books In Care Of Phone Number2135932300BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1400 S HOPE STREET SUITE 2000AddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90071ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
BRIAN Z FRANCE
1925 S ATLANTIC AVENUEDAYTONA BEACHFL32118TRUSTEE0.50000
AMY P FRANCE
1925 S ATLANTIC AVENUEDAYTONA BEACHFL32118TRUSTEE1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances11211AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets11211TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets11211AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable168CashDeemedCharitable
Net Noncharitable Assets11043NetNoncharitableAssets
Minimum Investment Return552MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return552MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj552DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded552DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted552DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions86350ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions86350QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions86350AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted552DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year158868ExcessDistriCarryoverYear1
Total Excess Distri Carryover58868TotalExcessDistriCarryover
Qualifying Distributions86350QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year552AppliedToCurrentYear
Remaining Distri From Corpus85798RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus144666TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year144666ExcessDistriCyovToNextYear
Excess From Year158868ExcessFromYear1
Excess From Current Year85798ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerBRIAN Z FRANCEContributingManager
Contributing ManagerAMY P FRANCEContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CEDARS-SINAI MEDICAL CENTER
8700 BEVERLY BLVD SUITE 2416LOS ANGELESCA90048PUBLIC CHARITYTO PROVIDE HEALTH AND MEDICAL CARE FOR INFANTS AND CHILDREN$50,000
ALLEGRO FOUNDATION
419 ARDMORE RDCHARLOTTENC28209PUBLIC CHARITYTO PROVIDE HEALTH AND MEDICAL CARE FOR INFANTS AND CHILDREN$10,000
THE LEGAL AID SOCIETY
199 WATER STREETNEW YORKNY10038PUBLIC CHARITYTO PROVIDE QUALITY LEGAL REPRESENTATION TO LOW-INCOME NEW YORKERS$10,000
THE NASCAR FOUNDATION
PO BOX 2875DAYTONA BEACHFL321202875PUBLIC CHARITYTO SUPPORT NONPROFIT CHARITIES AND CHARITABLE CAUSES ON INITIATIVES THAT AFFECT THE ABILITY OF CHILDREN TO LIVE, LEARN, AND PLAY.$10,000
LIFE ANIMAL RESCUE
PO BOX 1431AGOURACA913761431PUBLIC CHARITYTO RESCUE HOMELESS/ABANDONED CATS AND DOGS AND PLACE THEM IN GOOD HOMES$500
ARTS CONNECTION
162 WEST 56TH STREET SUITE 405NEW YORKNY10019PUBLIC CHARITYTO SUPPORT ARTS EDUCATION$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year85500TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$1ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA1TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualBRIAN Z FRANCEContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line11925 S ATLANTIC AVENUEAddressLine1
CityDAYTONA BEACHCity
StateFLState
ZIP Code32118ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions77000AggregateContributions
Person Contribution TypeXPersonContributionType

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionUS TREASURY FORM 1023 FEESDescription
Revenue And Expenses Per Books850RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps850DisbursementsCharitablePrps

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