THE LG ANDERSON FAMILY FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
THE LG ANDERSON FAMILY FOUNDATION INC (EIN 32-0188283)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-08-14
IRS object ID
201342269349101114
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)
Timestamp2013-08-14T17:52:25-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN941481988EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BOWMAN & COMPANY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line110100 TRINITY PARKWAYSTE 310AddressLine1
CitySTOCKTONCity
StateCAState
ZIP Code95219ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN320188283EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE L G ANDERSON FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLGANNameControl
Phone2093677600Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1237AddressLine1
CityLODICity
StateCAState
ZIP Code95241ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLARRY ANDERSONName
TitleEXECUTIVE DIRECTORTitle
Phone2093677600Phone
Date Signed2013-07-30DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDANIEL E PHELPSName
PTINP00045985PTIN
Phone2094731040Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY883902FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss550ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss2InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm2InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses552TotalRevenueAndExpenses
Total Net Investment Income2TotalNetInvestmentIncome
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 Expnss300OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss300TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss400ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps400ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss700TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps400TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-148ExcessOfRevenueOverExpenses
Net Investment Income2NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY392575CashBOY
Cash EOY392427CashEOY
Cash EOYFMV392427CashEOYFMV
Other Notes And Loans Receivable491475OtherNotesAndLoansReceivable
Allwnc For Dbtfl Acct Other Rcvbl0AllwncForDbtflAcctOtherRcvbl
Other Notes And Loans Rcvbl BOY491475OtherNotesAndLoansRcvblBOY
Other Notes And Loans Rcvbl EOY491475OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV491475OtherNotesAndLoansRcvblEOYFMV
Total Assets BOY884050TotalAssetsBOY
Total Assets EOY883902TotalAssetsEOY
Total Assets EOYFMV883902TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
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 BOY884050RetainedEarningsBOY
Retained Earnings EOY883902RetainedEarningsEOY
Total Net Assets BOY884050TotalNetAssetsBOY
Total Net Assets EOY883902TotalNetAssetsEOY
Total Liabilities Net Assets BOY884050TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY883902TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY884050TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-148ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal883902Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY883902TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year11426QualifyingDistributionsYear1
Noncharitable Assets Year1871168NoncharitableAssetsYear1
Distribution Ratio Year10.001637DistributionRatioYear1
Qualifying Distributions Year245130QualifyingDistributionsYear2
Noncharitable Assets Year2893111NoncharitableAssetsYear2
Distribution Ratio Year20.050531DistributionRatioYear2
Qualifying Distributions Year354116QualifyingDistributionsYear3
Noncharitable Assets Year3939714NoncharitableAssetsYear3
Distribution Ratio Year30.057588DistributionRatioYear3
Qualifying Distributions Year455760QualifyingDistributionsYear4
Noncharitable Assets Year41120726NoncharitableAssetsYear4
Distribution Ratio Year40.049753DistributionRatioYear4
Qualifying Distributions Year574472QualifyingDistributionsYear5
Noncharitable Assets Year5972584NoncharitableAssetsYear5
Distribution Ratio Year50.076571DistributionRatioYear5
Total Distribution Ratio0.236080TotalDistributionRatio
Average Distribution Ratio0.047216AverageDistributionRatio
Net Noncharitable Assets870716NetNoncharitableAssets
Adjusted Noncharitable Assets41112AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One41112AdjNonchrtblAssetsAndOnePct
Qualifying Distributions400QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment906EstTaxPaymentsAndOverpayment
Total Credits And Payments906TotalCreditsAndPayments
Overpayment906Overpayment
Amount Credited To Next Year906AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

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 Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCAStatesFiledWith
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 NameHEIDI TERRILLBooksInCareOfPersonName
Books In Care Of Phone Number2093677600BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11420 SOUTH MILLS AVENUE SUITE AAddressLine1
CityLODICity
StateCAState
ZIP Code95242ZIPCode
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 (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
LARRY W ANDERSON
1420 SOUTH MILLS AVENUE SUITE ALODICA95242PRESIDENT/CFO3.00000
GEORGEANN M ANDERSON
1420 SOUTH MILLS AVENUE SUITE ALODICA95242VICE-PRESIDENT/SECRETARY3.00000
JAMES R ANDERSON
1420 SOUTH MILLS AVENUE SUITE ALODICA95242DIRECTOR1.00000
MICHAEL C ANDERSON
1420 SOUTH MILLS AVENUE SUITE ALODICA95242DIRECTOR1.00000
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 Balances392501AvgMonthlyCashBalances
FMV All Other Noncharitable Assets491475FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets883976TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets883976AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable13260CashDeemedCharitable
Net Noncharitable Assets870716NetNoncharitableAssets
Minimum Investment Return43536MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return43536MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj43536DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded43536DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted43536DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions400ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions400QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions400AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted43536DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year524500ExcessDistriCarryoverYear5
Excess Distri Carryover Year4744ExcessDistriCarryoverYear4
Excess Distri Carryover Year37578ExcessDistriCarryoverYear3
Excess Distri Carryover Year2502ExcessDistriCarryoverYear2
Excess Distri Carryover Year18808ExcessDistriCarryoverYear1
Total Excess Distri Carryover42132TotalExcessDistriCarryover
Qualifying Distributions400QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year400AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus42132ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY42132ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY1004UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerLARRY W ANDERSONContributingManager
Contributing ManagerGEORGEANN M ANDERSONContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
LODI HOUSE
801 S WASHINGTON STLODICA95240NONEPUBLIC CHARITYCHARITABLE$100
CATHEDRAL OF THE ANNUNCIATION SCHOOL
1110 NORTH LINCOLN STSTOCKTONCA95203NONEEDUCATIONEDUCATIONAL$100
BREAST CANCER ACTION
55 NEW MONTGOMERY ST SUITE 323SAN FRANCISCOCA94105NONEPUBLIC CHARITYCHARITABLE$100
AMERICAN CANCER SOCIETY
PO BOX 22718OKLAHOMA CITYOK73123NONEPUBLIC CHARITYCHARITABLE$100
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year400TotGrantOrContriPaidDuringYear
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$2ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$2ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA2TotalPartXVIA

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
BANK CHARGES24000
MISCELLANEOUS6000

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