BRUCE LINDORF MEMORIAL FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE LINDORF MEMORIAL FOUNDATION (EIN 23-7061702)
- Tax period
- 2010-12-01 to 2011-11-30
- Filed
- 2012-07-13
- IRS object ID
- 201231959349100108
- Schema version
- 2010v3.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-13T12:11:25-07:00 | Timestamp |
| Tax Period End Date | 2011-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN K HORTIN CPA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1521 N TECHNOLOGY WAY | AddressLine1 |
| City | OREM | City |
| State | UT | State |
| ZIP Code | 84097 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237061702 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE LINDORF MEMORIAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRUC | NameControl |
| Phone | 8014260633 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 51 WEST CENTER 604 | AddressLine1 |
| City | OREM | City |
| State | UT | State |
| ZIP Code | 84057 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD S LINDORF | Name |
| Title | CHAIRMAN | Title |
| Phone | 8014260633 | Phone |
| Date Signed | 2012-07-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN K HORTIN | Name |
| Phone | 8013748740 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 3336001 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 137854 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 137854 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 84572 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 137854 | TotalRevenueAndExpenses |
| Total Net Investment Income | 222426 | TotalNetInvestmentIncome |
| Oth Empl Slrs Wgs Rev And Expnss | 6712 | OthEmplSlrsWgsRevAndExpnss |
| Accounting Fees Rev And Expnss | 4361 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4361 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 75 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 75 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 33980 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 33980 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 45128 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 38416 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 92200 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 137328 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 38416 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 526 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 184010 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 22330 | CashBOY |
| Cash EOY | 1784 | CashEOY |
| Cash EOYFMV | 1784 | CashEOYFMV |
| Savings And Temp Cash Invst EOY | 266582 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 266582 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Bonds BOY | 3313218 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 3067708 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 3067635 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 3335548 | TotalAssetsBOY |
| Total Assets EOY | 3336074 | TotalAssetsEOY |
| Total Assets EOYFMV | 3336001 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 3335548 | UnrestrictedBOY |
| Unrestricted EOY | 3336074 | UnrestrictedEOY |
| Total Net Assets BOY | 3335548 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3336074 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3335548 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3336074 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3335548 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 526 | ExcessOfRevenueOverExpenses |
| Subtotal | 3336074 | Subtotal |
| Total Net Assets Fund Balances EOY | 3336074 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | DepreciationDepreciation | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | FMV As Of123169FMVAsOf123169 | Adjusted Basis As Of123169AdjustedBasisAsOf123169 | Excess Of FMV Over Adjusted BasisExcessOfFMVOverAdjustedBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2280 SH BLACKROCK LTD DURATION | P | 2010-12-13 | 2011-06-28 | 41283 | 0 | 35508 | 5775 | 0 | 0 | 0 | 5775 |
| 1751 VANGUARD BOND ST | P | 2010-04-01 | 2011-08-08 | 142523 | 0 | 139754 | 2769 | 0 | 0 | 0 | 2769 |
| 1750 VANGUARD BOND ST | P | 2010-04-01 | 2011-06-01 | 141963 | 0 | 139674 | 2289 | 0 | 0 | 0 | 2289 |
| 7893 CPHYX | P | 2007-10-17 | 2011-01-24 | 63700 | 0 | 68989 | -5289 | 0 | 0 | 0 | -5289 |
| 934 BARCLAYS IPATH ETN US TREAS | P | 2011-04-07 | 2011-05-04 | 43729 | 0 | 42216 | 1513 | 0 | 0 | 0 | 1513 |
| 2011 ANNALY CAP REIT | P | 2011-04-07 | 2011-08-18 | 36121 | 0 | 34951 | 1170 | 0 | 0 | 0 | 1170 |
| 4607 PFIZER | P | 2010-07-28 | 2011-03-03 | 90111 | 0 | 69309 | 20802 | 0 | 0 | 0 | 20802 |
| 1876 PIMCO CORP OPPTY | P | 2010-12-13 | 2011-01-25 | 34234 | 0 | 29613 | 4621 | 0 | 0 | 0 | 4621 |
| 2126 ISHARES BARCLAYS TPS | P | 2010-12-31 | 2011-08-10 | 251058 | 0 | 200136 | 50922 | 0 | 0 | 0 | 50922 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 84572 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Distribution Ratio Year1 | 0.000000 | DistributionRatioYear1 |
| Distribution Ratio Year2 | 0.000000 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3598 | QualifyingDistributionsYear3 |
| Total Distribution Ratio | 0.000000 | TotalDistributionRatio |
| Average Distribution Ratio | 0.000000 | AverageDistributionRatio |
| One Percent Net Investment Income | 1840 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1840 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 0 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3680 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3680 | Subtotal |
| Tax Based On Investment Income | 3680 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1680 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1680 | TotalCreditsAndPayments |
| Tax Paid Original Return | 1680 | TaxPaidOriginalReturn |
| Tax Due | 2000 | TaxDue |
| Amount Credited To Next Year | 0 | 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 | true | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| 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 | N/A | WebsiteAddress |
| Books In Care Of Person Name | RONALD S LINDORF | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8014264366 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 WEST CENTER 604 | AddressLine1 |
| City | OREM | City |
| State | UT | State |
| ZIP Code | 84057 | 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 | 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 |
|---|---|---|---|---|---|---|---|---|
| RONALD S LINDORF | ||||||||
| 51 W CENTER 604 | OREM | UT | 84057 | President | 5.00 | 0 | 0 | 0 |
| TERRI LINDORF | ||||||||
| 51 W CENTER 604 | OREM | UT | 84057 | Secretary | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | 3680 | TaxBasedOnInvestmentIncome |
| Total Tax | 3680 | TotalTax |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 281828 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 3598 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 285426 | TotalExcessDistriCarryover |
| Total Corpus | 285426 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 281828 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 3598 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 3598 | ExcessFromYear3 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | RONALD LINDORF | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 WEST CENTER 604 | AddressLine1 |
| City | OREM | City |
| State | UT | State |
| ZIP Code | 84057 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8014264366 | RecipientPhoneNumber |
| Form And Info And Materials | BY MAIL ONLY | FormAndInfoAndMaterials |
| Submission Deadlines | APRIL 1 | SubmissionDeadlines |
| Restrictions On Awards | PRINCIPALLY FUNDS LDS RELIGIOUS AND EDUCATION CHARITIES IN THE INTERMOUNTAIN WEST | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| DANA-FARBER CANCER INSTITUTE | ||||||
| 450 BROOKLINE AVE BP372 | BOSTON | MA | 02215 | 501(c)(3) | Charitable | $400 |
| DESERET INTERNATIL FOUNDATION | ||||||
| 1282 E CAMBRIDGE CT | PROVO | UT | 84604 | 501(c)(3) | Religious | $20,000 |
| BRIGHAM YOUNG UNIVERSITY | ||||||
| A-41 ASB | PROVO | UT | 84602 | 501(c)(3) | Educational | $2,100 |
| SAN FRANCISCO SCHOLARSHIP | ||||||
| 312 SUTTER ST 606 | SAN FRANCISCO | CA | 94108 | 501(c)(3) | Educational | $50 |
| INSULIN DEPENDENCE INC | ||||||
| 7770 REGENTS ROAD | SAN DIEGO | CA | 92122 | 501(c)(3) | Charitable | $25,000 |
| JUVENILE DIABETES RESEARCH | ||||||
| 132 S 600 E 100 | SALT LAKE CITY | UT | 84102 | 501(c)(3) | Charitable | $10,000 |
| NATIONAL MS SOCIETY | ||||||
| 6364 S HIGHLAND DR STE 101 | SALT LAKE CITY | UT | 84121 | 501(c)(3) | Charitable | $1,000 |
| CHURCH OF JESUS CHRIST OF LDS | ||||||
| 47 E SO TEMPLE | SALT LAKE CITY | UT | 84150 | 501(c)(3) | Charitable | $6,450 |
| SCERA FOUNDATION | ||||||
| 745 S STATE ST | OREM | UT | 84058 | 501(c)(3) | Charitable | $7,000 |
| UTAH VALLEY UNIVERSITY | ||||||
| 800 W UNIVERSITY PKWY | OREM | UT | 84058 | 501(c)(3) | Educational | $17,500 |
| ALPINE SCHOOL FOUNDATION | ||||||
| 575 N 100 E | AMERICAN FORK | UT | 84003 | 501(c)(3) | Educational | $1,000 |
| BOY SCOUTS OF AMERICA | ||||||
| 748 N 1340 W | OREM | UT | 84057 | 501(c)(3) | Charitable | $200 |
| SHS ALUMNI FOUNDATION | ||||||
| 971 E NBANTA RD | INDIANAPOLIS | IN | 46227 | 501(c)(3) | Educational | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 92200 | TotGrantOrContriPaidDuringYear |
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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | investment cust fees | Description |
| Revenue And Expenses Per Books | 33980 | RevenueAndExpensesPerBooks |
| Net Investment Income | 33980 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal excise tax | Category |
| Amount | $75 | Amount |
| Net Investment Income | 75 | NetInvestmentIncome |
Comments