BRUCE LINDORF MEMORIAL FOUNDATION: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE LINDORF MEMORIAL FOUNDATION (EIN 23-7061702)
- Tax period
- 2009-12-01 to 2010-11-30
- Filed
- 2011-04-06
- IRS object ID
- 201100969349100305
- Schema version
- 2009v1.3
- 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 | 2011-04-06T12:32:40-07:00 | Timestamp |
| Tax Period End Date | 2010-11-30 | 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 | 2009-12-01 | 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 | 2011-04-01 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN K HORTIN | Name |
| Phone | 8013748740 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | 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 | 3361239 | 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 | 103410 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 103410 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 21434 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 103410 | TotalRevenueAndExpenses |
| Total Net Investment Income | 124844 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1948 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1948 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 1336 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1336 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 12096 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 12096 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 26505 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 26505 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 41885 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 41885 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 125919 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 167804 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 41885 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -64394 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 82959 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 942039 | CashBOY |
| Cash EOY | 22330 | CashEOY |
| Cash EOYFMV | 22330 | CashEOYFMV |
| Investments Corp Bonds BOY | 2436470 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 3313218 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 3338909 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 3378509 | TotalAssetsBOY |
| Total Assets EOY | 3335548 | TotalAssetsEOY |
| Total Assets EOYFMV | 3361239 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 3378509 | UnrestrictedBOY |
| Unrestricted EOY | 3335548 | UnrestrictedEOY |
| Total Net Assets BOY | 3378509 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3335548 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3378509 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3335548 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3378509 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -64394 | ExcessOfRevenueOverExpenses |
| Other Increases | 21433 | OtherIncreases |
| Subtotal | 3335548 | Subtotal |
| Total Net Assets Fund Balances EOY | 3335548 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SALES OF TOP FLITGHT PORFOLIO-SEE STMT | P | 2010-02-25 | 2010-11-30 | 855331 | 0 | 855449 | -118 | 0 | 0 | 0 | -118 |
| 6403 SH ANALY | P | 2008-08-05 | 2010-02-04 | 115693 | 0 | 94141 | 21552 | 0 | 0 | 0 | 21552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 21434 | 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 |
| Qualifying Distributions Year2 | 3598 | QualifyingDistributionsYear2 |
| Total Distribution Ratio | 0.000000 | TotalDistributionRatio |
| Average Distribution Ratio | 0.000000 | AverageDistributionRatio |
| One Percent Net Investment Income | 830 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 830 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 0 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1659 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1659 | Subtotal |
| Tax Based On Investment Income | 1659 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 8000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 8000 | TotalCreditsAndPayments |
| Original Return Overpayment | -8000 | OriginalReturnOverpayment |
| Overpayment | 6341 | Overpayment |
| Amount Credited To Next Year | 1680 | AmountCreditedToNextYear |
| Amount To Be Refunded | 4661 | AmountToBeRefunded |
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 |
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 | 1659 | TaxBasedOnInvestmentIncome |
| Total Tax | 1659 | 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 | 403258 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 281828 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 3598 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 688684 | TotalExcessDistriCarryover |
| Total Corpus | 688684 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 403258 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 285426 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 281828 | ExcessFromYear4 |
| Excess From Year2 | 3598 | ExcessFromYear2 |
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 |
|---|---|---|---|---|---|---|
| LIVE YOUR DREAM FOUNDATION | ||||||
| 3651 NORTH 100 WEAST | PROVO | UT | 84604 | 501(c)(3) | Charitable | $300 |
| MARCH OF DIMES | ||||||
| 4745 S 3200 W | SALT LAKE CITY | UT | 84118 | 501(c)(3) | Religious | $50 |
| BRIGHAM YOUNG UNIVERSITY | ||||||
| A-41 ASB | PROVO | UT | 84602 | 501(c)(3) | Educational | $22,575 |
| CALLED2SERVE FOUNDATION | ||||||
| 1095 MOUNTAIN RIDGE RD | PROVO | UT | 846044875 | 501(c)(3) | Educational | $344 |
| 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 | $25,000 |
| POLICE UNITY TOUR | ||||||
| NORCAL CAPTER PO BOX 1165 | OAKLAND | CA | 94604 | 501(c)(3) | Charitable | $3,600 |
| CHURCH OF JESUS CHRIST OF LDS | ||||||
| 47 E SO TEMPLE | SALT LAKE CITY | UT | 84150 | 501(c)(3) | Charitable | $28,800 |
| SCERA FOUNDATION | ||||||
| 745 S STATE ST | OREM | UT | 84058 | 501(c)(3) | Charitable | $5,000 |
| UNITED WAY GRAND FAMILIES | ||||||
| 148 N 100 W | PROVO | UT | 84603 | 501(c)(3) | Educational | $10,000 |
| ALPINE SCHOOL FOUNDATION | ||||||
| 575 N 100 E | AMERICAN FORK | UT | 84003 | 501(c)(3) | Educational | $3,500 |
| BOY SOCUTS OF AMERICA | ||||||
| 748 N 1340 W | OREM | UT | 84057 | 501(c)(3) | Charitable | $250 |
| 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 | 125919 | 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 (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Publication | 125 | 125 |
| investment cust fees | 24695 | 24695 |
| Conferences | 1685 | 1685 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Gains on sale of securities | Description |
| Amount | $21,433 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal excise tax | Category |
| Amount | $12,096 | Amount |
| Net Investment Income | 12096 | NetInvestmentIncome |
Comments