STEP FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- STEP FAMILY FOUNDATION (EIN 35-2016508)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201111369349101661
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T14:45:54-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAVINE LOFGREN MORRIS & ENGELBERG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4180 LA JOLLA VILLAGE DR STE 300 | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352016508 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEP FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STEP | NameControl |
| Phone | 8587598958 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8997 | AddressLine1 |
| City | RANCHO SANTA FE | City |
| State | CA | State |
| ZIP Code | 92067 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EUGENE L STEP | Name |
| Title | TRUSTEE | Title |
| Phone | 8587598958 | Phone |
| Date Signed | 2011-05-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT E LOFGREN | Name |
| Phone | 8584551200 | Phone |
| 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 | 1555530 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 22684 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 83 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 83 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 80923 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 80923 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 103690 | TotalRevenueAndExpenses |
| Total Net Investment Income | 81006 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2911 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2911 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2000 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4911 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2911 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 90405 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 90405 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 95316 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 93316 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 8374 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 81006 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 1 | CashEOY |
| Cash EOYFMV | 1 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 20353 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 8618 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 8618 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 283985 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 304093 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1546911 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 304338 | TotalAssetsBOY |
| Total Assets EOY | 312712 | TotalAssetsEOY |
| Total Assets EOYFMV | 1555530 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 304338 | RetainedEarningsBOY |
| Retained Earnings EOY | 312712 | RetainedEarningsEOY |
| Total Net Assets BOY | 304338 | TotalNetAssetsBOY |
| Total Net Assets EOY | 312712 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 304338 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 312712 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 304338 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 8374 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 312712 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 312712 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 92703 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1364366 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.067946 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 92710 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1766371 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.052486 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 112550 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2093163 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.053770 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 108250 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2078409 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.052083 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 103666 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2083749 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049750 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.276035 | TotalDistributionRatio |
| Average Distribution Ratio | 0.055207 | AverageDistributionRatio |
| Net Noncharitable Assets | 1467465 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 81014 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 810 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 81824 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 93316 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 810 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 810 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 810 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2413 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2413 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 1603 | Overpayment |
| Amount Credited To Next Year | 1603 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IN | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | EUGENE L STEP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8587598958 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8997 | AddressLine1 |
| City | RANCHO SANTA FE | City |
| State | CA | State |
| ZIP Code | 92067 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 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 |
|---|---|---|---|---|---|---|---|---|
| EUGENE L STEP | ||||||||
| PO BOX 8997 | RANCHO SANTA FE | CA | 92067 | TRUSTEE | 0.96 | 0 | 0 | 0 |
| HANNAH STEP | ||||||||
| PO BOX 8997 | RANCHO SANTA FE | CA | 92067 | TRUSTEE | 0.38 | 0 | 0 | 0 |
| STEVEN H STEP | ||||||||
| 22654 CALISA STREET | WOODLAND HILLS | CA | 91367 | TRUSTEE | 0.08 | 0 | 0 | 0 |
| MICHAEL D STEP | ||||||||
| PO BOX 676061 | RANCHO SANTA FE | CA | 92067 | TRUSTEE | 0.08 | 0 | 0 | 0 |
| JONATHAN A STEP | ||||||||
| 43 GREENWOOD LANE | VALHALLA | NY | 10595 | TRUSTEE | 0.08 | 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 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1440166 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 49646 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1489812 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1489812 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 22347 | CashDeemedCharitable |
| Net Noncharitable Assets | 1467465 | NetNoncharitableAssets |
| Minimum Investment Return | 73373 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 73373 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 810 | TaxBasedOnInvestmentIncome |
| Total Tax | 810 | TotalTax |
| Distributable Amount Before Adj | 72563 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 72563 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 72563 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 93316 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 93316 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 810 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 92506 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 72563 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 27879 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 93316 | QualifyingDistributions |
| Applied To Year1 | 27879 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 65437 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 7126 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EUGENE L STEP | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | EUGENE L STEP | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8997 | AddressLine1 |
| City | RANCHO SANTA FE | City |
| State | CA | State |
| ZIP Code | 92067 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8587598958 | RecipientPhoneNumber |
| Form And Info And Materials | NO SPECIFIC FORM REQUIRED | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CALIFORNIA WESTERN SCHOOL OF LAW | |||||||
| 225 CEDAR STREET | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| NORTH COAST REPERTORY THEATER | |||||||
| 987 LOMAS SANTA FE DR D | SOLANA BEACH | CA | 92075 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,405 |
| UNITED JEWISH FED OF SAN DIEGO | |||||||
| 4950 MURRAY CANYON ROAD | SAN DIEGO | CA | 92123 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $80,000 |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| PO BOX 660245 | INDIANAPOLIS | IN | 46266 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| CHRISTEL HOUSE INTERNATIONAL | |||||||
| 10 W MARKET ST 1990 | INDIANAPOLIS | IN | 46204 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 90405 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $83 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $80,923 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $81,006 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 81006 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | EUGENE L STEP | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8997 | AddressLine1 |
| City | RANCHO SANTA FE | City |
| State | CA | State |
| ZIP Code | 92067 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 22684 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 2,860 SHS OF ELI LILLY & CO. WITH A COST BASIS OF $20,109 | NoncashPropertyDescription |
| Fair Market Value | 100214 | FairMarketValue |
| Date Received | 2010-12-31 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | Category |
| Amount | $2,911 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2911 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | ELI LILLY & CO STOCK | NameOfStock |
| EOY Book Value | 304093 | EOYBookValue |
| EOYFMV | 1546911 | EOYFMV |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $2,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |