UPSIDE DOWN FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UPSIDE DOWN FOUNDATION (EIN 20-3701540)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201311359349101961
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T14:05:04-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASHION GO & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E CORSON STREET SUITE 200 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203701540 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPSIDE DOWN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UPSI | NameControl |
| Phone | 8189524120 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 FLINTRIDGE OAKS DR | AddressLine1 |
| City | LA CANADA | City |
| State | CA | State |
| ZIP Code | 91011 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JERRY WADA | Name |
| Title | PRESIDENT | Title |
| Phone | 8189524120 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AURORA N GO | Name |
| Phone | 8185076874 | Phone |
| Date Prepared | 2013-05-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 745883 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 379048 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 6709 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6709 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 18665 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 543256 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 34 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 404422 | TotalRevenueAndExpenses |
| Total Net Investment Income | 6743 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 800 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 800 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 329 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 329 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 1129 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1129 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 157112 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 157112 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 158241 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1129 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 157112 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 246181 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 5614 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 115 | CashBOY |
| Cash EOY | 115 | CashEOY |
| Cash EOYFMV | 115 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 13207 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 61824 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 61824 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 194652 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 622233 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 655198 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 255369 | InvestmentsOtherBOY |
| Investments Other EOY | 25352 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 28746 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 463343 | TotalAssetsBOY |
| Total Assets EOY | 709524 | TotalAssetsEOY |
| Total Assets EOYFMV | 745883 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 463343 | RetainedEarningsBOY |
| Retained Earnings EOY | 709524 | RetainedEarningsEOY |
| Total Net Assets BOY | 463343 | TotalNetAssetsBOY |
| Total Net Assets EOY | 709524 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 463343 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 709524 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 463343 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 246181 | ExcessOfRevenueOverExpenses |
| Subtotal | 709524 | Subtotal |
| Total Net Assets Fund Balances EOY | 709524 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 34 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 248120 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 345586 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.717969 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 55000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 209068 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.263072 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 97090 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 159894 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.607215 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 44961 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 155102 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.289880 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 52608 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 150168 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.350328 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.228464 | TotalDistributionRatio |
| Average Distribution Ratio | 0.445693 | AverageDistributionRatio |
| Net Noncharitable Assets | 308854 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 137654 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 56 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 137710 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 157112 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 56 | InvestmentIncomeExciseTax |
| Subtotal | 56 | Subtotal |
| Tax Based On Investment Income | 56 | TaxBasedOnInvestmentIncome |
| Tax Due | 56 | TaxDue |
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 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | 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 | JERRY WADA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8189524120 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 FLINTRIDGE OAKS DR | AddressLine1 |
| City | LA CANADA | City |
| State | CA | State |
| ZIP Code | 91011 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JERRY WADA | ||||||||
| 399 FLLINTRIDGE OAKS DR | LA CANADA | CA | 91011 | PRESIDENT & | 1.00 | 0 | 0 | 0 |
| JANE WADA | ||||||||
| 399 FLINTRIDGE OAKS DR | LA CANADA | CA | 91011 | SECRETARY & | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 285482 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 28075 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 313557 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 313557 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4703 | CashDeemedCharitable |
| Net Noncharitable Assets | 308854 | NetNoncharitableAssets |
| Minimum Investment Return | 15443 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 15443 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 56 | TaxBasedOnInvestmentIncome |
| Total Tax | 56 | TotalTax |
| Distributable Amount Before Adj | 15387 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 15387 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 15387 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 157112 | ExpensesAndContributions |
| Qualifying Distributions | 157112 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 56 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 157056 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 15387 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 45357 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 37323 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 89105 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 44662 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 231121 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 447568 | TotalExcessDistriCarryover |
| Qualifying Distributions | 157112 | QualifyingDistributions |
| Applied To Current Year | 15387 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 141725 | RemainingDistriFromCorpus |
| Total Corpus | 589293 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 45357 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 543936 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 37323 | ExcessFromYear4 |
| Excess From Year3 | 89105 | ExcessFromYear3 |
| Excess From Year2 | 44662 | ExcessFromYear2 |
| Excess From Year1 | 231121 | ExcessFromYear1 |
| Excess From Current Year | 141725 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JERRY WADA | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | UPSIDE DOWN FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 FLINTRIDGE OAKS DRIVE | AddressLine1 |
| City | LA CANADA | City |
| State | CA | State |
| ZIP Code | 91011 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8189524120 | RecipientPhoneNumber |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| EPICENTRE CHURCH | |||||||
| 133 ELECTRIC DR | PASADENA | CA | 91103 | NONE | CHURCH | SUPPORT FOR THE CHURCH | $70,412 |
| FRONTIERS | |||||||
| PO BOX 60670 | PHOENIX | AZ | 85082 | PUBLIC | MISSION TO REACH OUT TO MUSLIMS | $9,500 | |
| BIBLE STUDY FELLOWSHIP | |||||||
| 19001 HUEBNER RD | SAN ANTONIO | TX | 78258 | PUBLIC | MINISTRY | $8,000 | |
| UNION RESCUE MISSION | |||||||
| 545 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | PUBLIC | GENERAL CHARITY | $2,000 | |
| FOCUS ON THE FAMILY | |||||||
| 8605 EXPLORER DR | COLORADO SPRINGS | CO | 80920 | PUBLIC | CHURCH MINISTRY | $2,000 | |
| LA MISSION | |||||||
| 303 E 5TH ST | LOS ANGELES | CA | 90013 | PUBLIC | HELP FOR POOR AND HOMELESS | $2,000 | |
| JEWS FOR CHRIST | |||||||
| 10962 LE CONTRE AVE | LOS ANGELES | CA | 90024 | CHURCH | PROPAGATION OF FAITH | $1,000 | |
| THRU THE BIBLE RADIO | |||||||
| P O BOX 7100 | PASADENA | CA | 91109 | PUBLIC | PROPAGATION OF FAITH | $2,000 | |
| GRACE IN CHRIST FOUNDATION | |||||||
| 30411 RHONE DR | RANCHO PALOS VERDES | CA | 90275 | CHURCH | SUPPORT FOR MISSIONARIES | $26,200 | |
| YESHUA GLOW INC (LIGHT & LIFE) | |||||||
| 5718 MONTEREY RD | LOS ANGELES | CA | 90042 | CHURCH | PROPAGATION OF FAITH | $2,000 | |
| CRISIS PREGNANCY CLINIC | |||||||
| 445 N LAKE AVE | PASADENA | CA | 91101 | PUBLIC | GENERAL SUPPORT | $1,500 | |
| CRYSTAL POWERS | |||||||
| 17541 JOHNSTOWN CT | FT MYERS | FL | 33967 | CHURCH | GENERAL SUPPORT | $10,000 | |
| GRACE IN CHRIST INC | |||||||
| 126 E MITCHELL ST | KENDALLVILLE | IN | 46755 | PUBLIC | MISSION WORK | $20,000 | |
| CONVALESCENT AID SOCIETY | |||||||
| 3255 E FOOTHILL BLVD | PASADENA | CA | 91107 | PUBLIC | GENERAL SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 157112 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,709 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 18665 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,709 | ExclusionAmount |
| Related Or Exempt Function Income | 18665 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 25374 | TotalPartXVIA |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | WADA FAMILY TRUST | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 FLINTRIDGE OAKS DR | AddressLine1 |
| City | LA CANADA | City |
| State | CA | State |
| ZIP Code | 91011 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 378648 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | PUBLICLY-TRADED SECURITIES | NoncashPropertyDescription |
| Fair Market Value | 373648 | FairMarketValue |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $800 | Amount |
| Net Investment Income | 800 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| JERRY WADA |
| JANE WADA |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (33 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| COLUMBIA ACORN FUND | 2011-12 | PURCHASE | 2012-02 | 8800 | 8385 | 415 |
| COLUMBIA ENERGY | 2011-12 | PURCHASE | 2012-07 | 819 | 1236 | -417 |
| DU PONT E | 2011-12 | PURCHASE | 2012-08 | 641 | 707 | -66 |
| FLUOR CORP | 2012-04 | PURCHASE | 2012-08 | 122 | 126 | -4 |
| HALLIBURTON | 2012-03 | PURCHASE | 2012-06 | 9 | 11 | -2 |
| NEWELL RUBBER | 2012-03 | PURCHASE | 2012-05 | 333 | 257 | 76 |
| PALL CORP | 2012-05 | PURCHASE | 2012-09 | 124 | 124 | |
| PETSMART | 2012-08 | PURCHASE | 2012-11 | 71 | 61 | 10 |
| PROGRESSIVE CORP | 2012-02 | PURCHASE | 2012-09 | 83 | 84 | -1 |
| UNITED PARCEL | 2012-09 | PURCHASE | 2012-12 | 1217 | 1206 | 11 |
| UNITED TECHNOLOGIES | 2012-06 | PURCHASE | 2012-09 | 640 | 608 | 32 |
| WASTE MANAGEMENT | 2012-09 | PURCHASE | 2012-11 | 3463 | 3767 | -304 |
| BARRICK GOLD | 2011-06 | DONATION | 2012-08 | 3493 | 4316 | -823 |
| CERNER CORP | 2011-08 | DONATION | 2012-10 | 31228 | 23676 | 7552 |
| COCA COLA | 2011-06 | DONATION | 2012-08 | 5 | 3 | 2 |
| COLUMBIA ACORN | 2007-01 | DONATION | 2012-02 | 196532 | 185925 | 10607 |
| COLUMBIA ENERGY | 2008-06 | DONATION | 2012-02 | 44307 | 59859 | -15552 |
| CROWN HOLDINGS | 2012-02 | DONATION | 2012-10 | 11393 | 11343 | 50 |
| DEERE & CO | 2009-06 | PURCHASE | 2012-01 | 8791 | 4062 | 4729 |
| DU PONT | 2012-08 | DONATION | 2012-08 | 7363 | 6200 | 1163 |
| EQUINIX NEW | 2011-10 | DONATION | 2012-02 | 30183 | 19110 | 11073 |
| FLUOR | 2011-10 | DONATION | 2012-08 | 15983 | 16833 | -850 |
| GREEN MTN COFFEE | 2011-07 | DONATION | 2012-02 | 13991 | 18202 | -4211 |
| HALLIBURTON | 2012-06 | DONATION | 2012-06 | 1151 | 1152 | -1 |
| NEWELL RUBBERMAID | 2011-06 | DONATION | 2012-05 | 10319 | 8637 | 1682 |
| PALL CORP | 2011-10 | DONATION | 2012-09 | 18189 | 15101 | 3088 |
| PETSMART | 2011-08 | DONATION | 2012-11 | 6750 | 4134 | 2616 |
| PROGRESSIVE CORP | 2012-07 | DONATION | 2012-09 | 4319 | 4113 | 206 |
| SCHLUMBERGER | 2012-10 | DONATION | 2012-10 | 22493 | 22056 | 437 |
| SOC QUIMICA | 2012-10 | DONATION | 2012-11 | 17393 | 17865 | -472 |
| UNITED PARCEL | 2012-10 | DONATION | 2012-11 | 42255 | 43222 | -967 |
| UNITED TECHNOLOGIES | 2012-02 | DONATION | 2012-09 | 34406 | 35383 | -977 |
| WASTE MANAGEMENT | 2012-08 | DONATION | 2012-11 | 6356 | 6827 | -471 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | VARIOUS PUBLICLY-TRADED SECURI | NameOfStock |
| EOY Book Value | 622233 | EOYBookValue |
| EOYFMV | 655198 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| COLUMBIA ENERGY & NATURAL RES. | AT COST | ||
| COLUMBIA ACORN FUND CL Z | AT COST | ||
| JANUS TWENTY | AT COST | 25352 | 28746 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | WADA FAMILY TRUST | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 FLINTRIDGE OAKS DR | AddressLine1 |
| City | LA CANADA | City |
| State | CA | State |
| ZIP Code | 91011 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAX PAID | $69 | 69 |
| STATE FILING FEES | $120 | 120 |
| EXCISE TAX | $140 | 140 |
Comments