ZARLEY FAM FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: ZARLEY FAM FOUNDATION (EIN 20-5938501)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-06-04
IRS object ID: 201311559349100711
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
Depreciation Schedule
Expenditure Responsibility Stmt
Land Etc Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-06-04T17:04:01-05:00	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	HOLTHOUSE CARLIN & VAN TRIGT LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	4550 E THOUSAND OAKS BLVD STE 100	AddressLine1
City	WESTLAKE VILLAGE	City
State	CA	State
ZIP Code	91362	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	205938501	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE ZARLEY FAMILY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of Name	% GREGGORY J HUTCHINS	InCareOfName
Name Control	ZARL	NameControl
Phone	7025216741	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	600 SAINT CROIX STREET	AddressLine1
Address Line2	Suite	AddressLine2
City	HENDERSON	City
State	NV	State
ZIP Code	89012	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JAMES ZARLEY	Name
Title	PRESIDENT	Title
Phone	8053748555	Phone
Date Signed	2013-05-15	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	GREGGORY J HUTCHINS	Name
Phone	8053748555	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	X	AddressChange
Exempt PF	X	ExemptPF
FMV Assets EOY	2128482	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	0	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	16	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	16	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	88228	DividendsRevAndExpnss
Dividends Net Invst Incm	79180	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	32468	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	943544	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	32468	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	312	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	312	OtherIncomeNetInvstIncm
Total Revenue And Expenses	121024	TotalRevenueAndExpenses
Total Net Investment Income	111976	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Accounting Fees Rev And Expnss	7096	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	3548	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	0	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	3548	AccountingFeesDsbrsChrtblPrps
Interest Rev And Expnss	319	InterestRevAndExpnss
Interest Net Invst Incm	319	InterestNetInvstIncm
Taxes Rev And Expnss	1329	TaxesRevAndExpnss
Other Expenses Rev And Expnss	15175	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	175	OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss	23919	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	4042	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	3548	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	90800	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	90800	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	114719	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	4042	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	94348	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	6305	ExcessOfRevenueOverExpenses
Net Investment Income	107934	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	39306	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	37575	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	37575	SavingsAndTempCashInvstEOYFMV
Investments Other BOY	1997408	InvestmentsOtherBOY
Investments Other EOY	2006431	InvestmentsOtherEOY
Investments Other EOYFMV	2085119	InvestmentsOtherEOYFMV
Other Assets BOY	6775	OtherAssetsBOY
Other Assets EOY	5788	OtherAssetsEOY
Other Assets EOYFMV	5788	OtherAssetsEOYFMV
Total Assets BOY	2043489	TotalAssetsBOY
Total Assets EOY	2049794	TotalAssetsEOY
Total Assets EOYFMV	2128482	TotalAssetsEOYFMV
Accounts Payable BOY	0	AccountsPayableBOY
Accounts Payable EOY	0	AccountsPayableEOY
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	2043489	CapitalStockBOY
Capital Stock EOY	2049794	CapitalStockEOY
Total Net Assets BOY	2043489	TotalNetAssetsBOY
Total Net Assets EOY	2049794	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	2043489	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	2049794	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	2043489	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	6305	ExcessOfRevenueOverExpenses
Subtotal	2049794	Subtotal
Total Net Assets Fund Balances EOY	2049794	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 entries)

Description Of AssetDescriptionOfAsset	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
151.092 SHS DELAWARE DIVERSIFIED INCOME	2011-10-21	2012-10-18	1428	1398	30	30
359.83 SHS JPMORGAN HIGH YIELD FUND CLASS	2012-01-01	2012-09-21	2933	2720	213	213
28,836.964 SHS DELAWARE DIVERSIFIED INCOME	2011-01-01	2012-10-18	272541	251074	21467	21467
13,630 SHS FIRST TRUST INTEREST RATE HEDGE	2010-10-20	2012-06-15	127954	134988	-7034	-7034
17,412.209 SHS JPMORGAN HIGH YIELD FUND CLASS	2009-06-11	2012-09-21	141910	121133	20777	20777
34,634.761 SHS PIONEER HIGH INCOME MUNICIPAL	2010-04-20	2012-08-23	273615	275000	-1385	-1385
4,351.61 SHS PRUDENTIAL SHORT TERM CORPORATION	2009-06-12	2012-03-13	50000	47694	2306	2306
154.664 SHS FIRST TRUST INFLATION HEDGE	2011-10-27	2012-10-18	1300	1257	43	43
8,113.23 SHS FIRST TRUST INFLATION HEDGE	2011-05-17	2012-10-18	68317	75812	-7495	-7495

Field	Value	IRS element (for citing)
Capital Gain Net Income	32468	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	190552	QualifyingDistributionsYear1
Noncharitable Assets Year1	2068541	NoncharitableAssetsYear1
Distribution Ratio Year1	0.092119	DistributionRatioYear1
Qualifying Distributions Year2	112458	QualifyingDistributionsYear2
Noncharitable Assets Year2	2117414	NoncharitableAssetsYear2
Distribution Ratio Year2	0.053111	DistributionRatioYear2
Qualifying Distributions Year3	119633	QualifyingDistributionsYear3
Noncharitable Assets Year3	2074608	NoncharitableAssetsYear3
Distribution Ratio Year3	0.057665	DistributionRatioYear3
Qualifying Distributions Year4	113365	QualifyingDistributionsYear4
Noncharitable Assets Year4	1882889	NoncharitableAssetsYear4
Distribution Ratio Year4	0.060208	DistributionRatioYear4
Qualifying Distributions Year5	86600	QualifyingDistributionsYear5
Noncharitable Assets Year5	2422385	NoncharitableAssetsYear5
Distribution Ratio Year5	0.03575	DistributionRatioYear5
Total Distribution Ratio	0.298853	TotalDistributionRatio
Average Distribution Ratio	0.059771	AverageDistributionRatio
Net Noncharitable Assets	2071486	NetNoncharitableAssets
Adjusted Noncharitable Assets	123815	AdjustedNoncharitableAssets
One Percent Net Investment Income	1079	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	124894	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	94348	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	2159	InvestmentIncomeExciseTax
Subtotal	2159	Subtotal
Tax Based On Investment Income	2159	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	1472	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	2847	TaxPaidWithExtension
Total Credits And Payments	4319	TotalCreditsAndPayments
Overpayment	2160	Overpayment
Amount Credited To Next Year	2160	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	false	UnrelatedBusIncomeOver1000
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	www.thezarleyfoundation.com	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GREGGORY J HUTCHINS	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	8053748555	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	4550 E THOUSAND OAKS BL 100	AddressLine1
City	westlake village	City
State	CA	State
ZIP Code	91362	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	true	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	true	TrFailToQualifyAsExceptions
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 (3 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
james zarley
600 SAINT CROIX STREET	HENDERSON	NV	89012	chairman	1.0	0	0	0
matt zarley
600 SAINT CROIX STREET	HENDERSON	NV	89012	vice president	1.0	0	0	0
chad zarley
600 SAINT CROIX STREET	HENDERSON	NV	89012	vice president	1.0	0	0	0

Field	Value	IRS element (for citing)
Summary Of Direct Charitable Acty		SummaryOfDirectCharitableActy
Sum Of Program Related Investments		SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	2068775	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	34256	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	2103031	TotalFMVOfUnusedAssets
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	2103031	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	31545	CashDeemedCharitable
Net Noncharitable Assets	2071486	NetNoncharitableAssets
Minimum Investment Return	103574	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	103574	MinimumInvestmentReturn
Tax Based On Investment Income	2159	TaxBasedOnInvestmentIncome
Total Tax	2159	TotalTax
Distributable Amount Before Adj	101415	DistributableAmountBeforeAdj
Distributable Amount Before Ded	101415	DistributableAmountBeforeDed
Distributable Amount As Adjusted	101415	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	94348	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets	0	AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test	0	AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test	0	AmountsSetAsideCashDistriTest
Qualifying Distributions	94348	QualifyingDistributions
Adj Qualifying Distributions	94348	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	101415	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Prior Year1	2010	PriorYear1
Prior Year2	2009	PriorYear2
Prior Year3	2008	PriorYear3
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	0	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	20729	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	17463	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	10113	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	90067	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	138372	TotalExcessDistriCarryover
Qualifying Distributions	94348	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Current Year	94348	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	7067	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	7067	ExcessDistriCyovAppliedCY
Total Corpus	131305	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	131305	ExcessDistriCyovToNextYear
Excess From Year4	13662	ExcessFromYear4
Excess From Year3	17463	ExcessFromYear3
Excess From Year2	10113	ExcessFromYear2
Excess From Year1	90067	ExcessFromYear1

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundations

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	NA	ContributingManager
Shareholder Manager	NA	ShareholderManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
ROADHOUSE STUDENT SERVICES
3017 LUNDQUIST DRIVE	AURORA	IL	60503	NONE	PUBLIC CHARITY	OUTREACH PROGRAM FOR AT RISK TEENS	$5,000
BOYS TOWN CALIFORNIA
2740 NORTH GRAND AVE 2ND FLoOR	SANTA ANA	CA	92705	NONE	PUBLIC CHARITY	to assist underpriviledged youth	$10,000
ANDY'S OUTREACH
6040 DUTCHMAN LANE	LOUISVILLE	KY	40205	NONE	PUBLIC CHARITY	PROVIDING FINANCIAL SUPPORT TO EMPLOYEES OF THE TEXAS ROADHOUSE AND THEIR FAMILIES	$5,000
CASA PACIFICA
1722 S LEWIS ROAD	CAMARILLO	CA	93012	NONE	PUBLIC CHARITY	OUTREACH PROGRAM FOR ABUSED, NEGLECTED OR AT-RISK CHILDREN AND THEIR FAMILIES	$30,000
AMERICAN NATIONAL RED CROSS
2025 E STREET	WASHINGTON	DC	20006	NONE	PUBLIC CHARITY	PROVIDING PUBLIC SAFETY, DISASTER PREPAREDNESS, AND RELIEF SERVICES TO ALLEVIATE HUMAN SUFFERING IN THE FACE OF EMERGENCIES	$10,000
BROADWAY CARES
165 WEST 46TH STREET SUITE 1300	NEW YORK	NY	10036	NONE	PUBLIC CHARITY	PROVIDES FINANCIAL SUPPORT TO AIDS SERVICE ORGANIZATIONS AND PROMOTES AWARENESS OF HIV/AIDS ISSUES	$20,000
MULTIPLE SCLEROSIS SOCIETY
733 THIRD AVE	NEW YORK	NY	10017	NONE	PUBLIC CHARITY	PROVIDES SUPPORT TO PEOPLE AFFECTED BY MULTIPLE SCLEROSIS	$5,000
CARE FOR KIDS
2 S038 CHURCHILL LN	GLEN ELLYN	IL	60137	NONE	PUBLIC CHARITY	GENERAL PURPOSE	$800
CORNERSTONE CHRISTIAN
192 MEADOW ST	MILFORD	CT	06461	NONE	PUBLIC CHARITY	GENERAL PURPOSE	$5,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	90800	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Field	Value	IRS element (for citing)
Fees Contracts From Govt Agencies		FeesContractsFromGovtAgencies
Membership Dues And Assessments		MembershipDuesAndAssessments

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$16	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$88,228	ExclusionAmount

Field	Value	IRS element (for citing)
Net Rental Incm Re Debt Fincd Prop		NetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal Property		NetRentalIncmPersonalProperty
Other Investment Income Part VII		OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$32,468	ExclusionAmount

Field	Value	IRS element (for citing)
Net Income Loss From Special Events		NetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of Invntry		GrossProfitLossSalesOfInvntry

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	NON-DIVIDEND DISTRIBUTION	Description
Exclusion Code	14	ExclusionCode
Exclusion	$312	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$121,024	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	121024	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

Depreciation Schedule DepreciationSchedule

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibility

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MALINDA YOUNG	BusinessNameLine1

Field	Value	IRS element (for citing)
Grant Date	2012-12-13	GrantDate
Grant	$15,000	GrantAmount
Grant Purpose	UNINSURED MEDICAL EXPENSE FOR NEWBORN CHILD	GrantPurpose
Amount Expended By Grantee	15000	AmountExpendedByGrantee
Any Diversion By Grantee	NO	AnyDiversionByGrantee

Land Etc Schedule2 LandEtcSchedule2

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	DIVIDEND RECEIVABLE	Description
BOY Book Value	6775	BOYBookValue
EOY Book Value	5788	EOYBookValue
EOYFMV	5788	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
BANK CHARGES	113	113
FOREIGN TAX PAID	62	62
TAXABLE EXD - MALINDA YOUNG	15000

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	NON-DIVIDEND DISTRIBUTIONS	Description
Revenue And Expenses Per Books	312	RevenueAndExpensesPerBooks
Net Investment Income	312	NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes (4 entries)

CategoryCategory	AmountAmount
FRANCHISE TAX BOARD	$60
ATTORNEY GENERAL REGISTRY	$50
EXCISE TAXES	$1,179
SECRETARY OF STATE	$40

ZARLEY FAM FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Other Revenue Described OtherRevenueDescribed

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Depreciation Schedule DepreciationSchedule

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibility

Business Name BusinessName

Land Etc Schedule2 LandEtcSchedule2

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Taxes Schedule TaxesSchedule

Taxes Taxes (4 entries)

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