TERRA FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TERRA FAMILY FOUNDATION (EIN 20-8360832)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-20
- IRS object ID
- 201312329349100511
- 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
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-20T18:09:49-05:00 | 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 | BOYD & ASSOCIATES PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 PARKSHORE DR SUITE 100 | AddressLine1 |
| City | FOLSOM | City |
| State | CA | State |
| ZIP Code | 95630 | 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 | 208360832 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRA FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TERR | NameControl |
| Phone | 9169885870 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 TOMLINSON DR | AddressLine1 |
| City | FOLSOM | City |
| State | CA | State |
| ZIP Code | 95630 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTINE WESKE | Name |
| Title | DIRECTOR | Title |
| Phone | 9169885870 | Phone |
| Date Signed | 2013-08-06 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SEAN T BOYD CPA CFP CVA | Name |
| Phone | 9169322030 | Phone |
| Date Prepared | 2013-08-20 | DatePrepared |
| 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) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3222704 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 685267 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 81731 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 81731 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 10385 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 200020 | GrossSalesPrice |
| Total Revenue And Expenses | 777383 | TotalRevenueAndExpenses |
| Total Net Investment Income | 81731 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1200 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 1200 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 25178 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 25178 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 548 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 548 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 26926 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 25178 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1748 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 200000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 200000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 226926 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 25178 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 201748 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 550457 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 56553 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 21058 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 19312 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 19312 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2575877 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3128080 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3203392 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2596935 | TotalAssetsBOY |
| Total Assets EOY | 3147392 | TotalAssetsEOY |
| Total Assets EOYFMV | 3222704 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 2596935 | RetainedEarningsBOY |
| Retained Earnings EOY | 3147392 | RetainedEarningsEOY |
| Total Net Assets BOY | 2596935 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3147392 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2596935 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3147392 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2596935 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 550457 | ExcessOfRevenueOverExpenses |
| Subtotal | 3147392 | Subtotal |
| Total Net Assets Fund Balances EOY | 3147392 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 201230 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2305640 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.087277 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 202583 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1816832 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.111503 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 201094 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1546825 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.130004 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 50092 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 449007 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.111562 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 65361 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 436276 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.149816 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.590162 | TotalDistributionRatio |
| Average Distribution Ratio | 0.118032 | AverageDistributionRatio |
| Net Noncharitable Assets | 2829081 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 333922 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 566 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 334488 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 201748 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1131 | InvestmentIncomeExciseTax |
| Subtotal | 1131 | Subtotal |
| Tax Based On Investment Income | 1131 | TaxBasedOnInvestmentIncome |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 9 | PenaltyForUnderpayment |
| Tax Due | 1140 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| 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 | 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 | CHRISTINE WESKE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9169885870 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 TOMLINSON DRIVE | AddressLine1 |
| City | FOLSOM | City |
| State | CA | State |
| ZIP Code | 95630 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTINE WESKE | ||||||||
| 144 TOMLINSON DRIVE | FOLSOM | CA | 95630 | DIRECTOR | 4.00 | 0 | 0 | 0 |
| TOM BABER | ||||||||
| 1622 WINCHESTER WAY | ROSEVILLE | CA | 95661 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| MARIE HENAO | ||||||||
| 103 CLARK CANYON COURT | FOLSOM | CA | 95630 | DIRECTOR | 0.00 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FOUNDATION ASSISTED COMMUNITY BASED ORGANIZATIONS IN THE WORK OF EDUCATION, HEALTHCARE AND SOCIAL OUTREACH. | Description1 |
| Expenses1 | 200000 | Expenses1 |
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 | 2851978 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 20185 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2872163 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2872163 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 43082 | CashDeemedCharitable |
| Net Noncharitable Assets | 2829081 | NetNoncharitableAssets |
| Minimum Investment Return | 141454 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 141454 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1131 | TaxBasedOnInvestmentIncome |
| Total Tax | 1131 | TotalTax |
| Distributable Amount Before Adj | 140323 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 140323 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 140323 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 201748 | ExpensesAndContributions |
| Qualifying Distributions | 201748 | QualifyingDistributions |
| Adj Qualifying Distributions | 201748 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 140323 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year1 | 86352 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 86352 | TotalExcessDistriCarryover |
| Qualifying Distributions | 201748 | QualifyingDistributions |
| Applied To Current Year | 140323 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 61425 | RemainingDistriFromCorpus |
| Total Corpus | 147777 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 147777 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 86352 | ExcessFromYear1 |
| Excess From Current Year | 61425 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BISHOP GALLEGOS MATERNITY | |||||||
| HOME | PO BOX 305 | FAIR OAKS | CA | 95628 | 501C3 | HEALTH/SOCIAL OUTREACH | $15,000 |
| SACRAMENTO CHILDREN'S HOME | |||||||
| CRISIS NURSERY PROGRAM | 2750 SUTTERVILLE ROAD | SACRAMENTO | CA | 95820 | 501C3 | HEATH/SOCIAL OUTREACH | $50,000 |
| ST ANTHONY RETREAT CENTER | |||||||
| PO BOX 249 | THREE RIVERS | CA | 93271 | 501C3 | HEALTH/SOCIAL OUTREACH | $8,000 | |
| ST ANNE'S CATHOLIC SCHOOL | |||||||
| 385 NORTH F STREET | PORTERVILLE | CA | 93257 | 501C3 | EDUCATION | $23,000 | |
| OPERATION SMILE | |||||||
| 6435 TIDEWATER DRIVE | NORFOLK | VA | 23509 | 501C3 | HEALTH | $10,000 | |
| CHILDREN INTERNATIONAL | |||||||
| PO BOX 219055 | KANSAS CITY | MO | 64121 | 501C3 | HEALTH/SOCIAL OUTREACH | $14,000 | |
| MEDSHARE INTERNATIONAL | |||||||
| 3240 CLIFTON SPRINGS ROAD | DECATUR | GA | 30034 | 501C3 | HEALTH | $10,000 | |
| MEDICAL MISSIONARIES | |||||||
| OF MARY | 4425 WEST 63RD STREET | CHICAGO | IL | 60629 | 501C3 | HEALTH | $10,000 |
| BAYSIDE CHURCH | |||||||
| CONGO PROJECT | 8203 SIERRA COLLEGE BLVD | ROSEVILLE | CA | 95661 | 501C3 | HEALTH/SOCIAL OUTREACH | $30,000 |
| CHILDREN'S HOSPITAL | |||||||
| OF CENTRAL CA | 9300 VALLEY CHILDRENS PL | MADERA | CA | 93636 | 501C3 | HEALTH | $10,000 |
| CHRISTIAN BROS HIGH SCHOOL | |||||||
| 4315 MARTIN LUTHER KING | SACRAMENTO | CA | 95820 | 501C3 | EDUCATION | $10,000 | |
| SACRAMENTO CHILDREN'S HOME | |||||||
| 2750 SUTTERVILLE ROAD | SACRAMENTO | CA | 95820 | 501C3 | HEALTH/SOCIAL OUTREACH | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 200000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 81731 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 10385 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 92116 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 92116 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumber |
| Relationship Statement | FOUNDATION ASSISTS COMMUNITY BASED ORGANIZATIONS IN THE WORK OF EDUCATION, HEALTHCARE AND SOCIAL OUTREACH. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (5 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | KONDA CHARITABLE LEAD ANNUITY TRUST | PO BOX 1061 | OAKS | PA | 19456 | 137053 | X |
| 2 | KONDA CHARITABLE LEAD ANNUITY TRUST | PO BOX 1061 | OAKS | PA | 19456 | 137054 | X |
| 3 | KONDA CHARITABLE LEAD ANNUITY TRUST | PO BOX 1061 | OAKS | PA | 19456 | 137054 | X |
| 4 | KONDA CHARITABLE LEAD ANNUITY TRUST | PO BOX 1061 | OAKS | PA | 19456 | 137053 | X |
| 5 | KONDA CHARITABLE LEAD ANNUITY TRUST | PO BOX 1061 | OAKS | PA | 19456 | 137053 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | Category |
| Amount | $1,200 | Amount |
| Disbursements Charitable Prps | 1200 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| CHRISTINE WESKE |
| TOM BABER |
| MARIE HENAO |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (7 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| SHORT-DURATION GOV'T FUND | 2009-12 | PURCHASE | 2012-12 | 140014 | 138266 | 1748 |
| INT'L FIXED INCOME FUND | 2009-12 | PURCHASE | 2012-12 | 18002 | 17004 | 998 |
| GLOBAL MANAGED VOL FUND | 2009-12 | PURCHASE | 2012-12 | 10001 | 7908 | 2093 |
| U S MANAGED VOLATILITY FUND | 2009-12 | PURCHASE | 2012-12 | 10001 | 7127 | 2874 |
| HIGH YIELD BOND FUND | 2009-12 | PURCHASE | 2012-12 | 10001 | 8715 | 1286 |
| EMERGING MKTS DEBT FUND | 2009-12 | PURCHASE | 2012-12 | 10001 | 8615 | 1386 |
| PRIME OBLIGATION FUND | 2009-12 | PURCHASE | 2012-12 | 2000 | 2000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (8 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| SEI - SHORT DURATION GOVT FUND | 1976344 | 1982904 |
| SEI - INTL FIXED INCOME | 246892 | 248871 |
| SEI - HIGH YIELD BOND DUND | 134052 | 144929 |
| SEI - U.S. MANAGED VOLATILITY FUND | 111639 | 138648 |
| SEI - EMERGING MARKETS DEBT FD | 127218 | 137370 |
| SEI - GLOBAL MANAGED VOL FUND | 121992 | 140728 |
| SEI - PRIME OBLIGATION FUND | 238560 | 238559 |
| SEI - PRIME OBLIGATION FUND | 171383 | 171383 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $25,178 | Amount |
| Net Investment Income | 25178 | NetInvestmentIncome |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | SEE SCHEDULE B | PersonName |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| STATE & FEDERAL FILING FEES | $125 | 125 |
| FEDERAL EXCISE TAX | $423 | 423 |
Comments