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Nonprofiteer
← LINDORF FAMILY FOUNDATION

Form 990 for tax year 2023

Filed by LINDORF FAMILY FOUNDATION.

Totals

Total revenue
$1,092,773
Total expenses
$363,557
Contributions and grants received
$0
Grants paid
$320,000
Program service revenue
$0
Investment income
$1,092,773
Other revenue
$0
Total assets, end of year
$20,708,301
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$20,708,301
Program services expenses (Part IX)
$320,000
Management and general expenses
$43,557
Fundraising expenses
$0
Program service expenses (Part III)
$320,000

Program services were 88.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $434,236 · excluded $434,236

  • 7a · Gross sales of assets other than inventory

    securities $2,995,857

  • 7b · Less cost or other basis and sales expenses

    securities $2,337,320

  • 7c · Gain or loss

    securities $658,537

  • 7d · Net gain or loss

    total $658,537 · related or exempt $658,537

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $320,000 · program services $320,000

  • 11c · Fees: accounting

    total $2,500 · management and general $2,500

  • 11f · Fees: investment management

    total $39,253 · management and general $39,253

  • 24a · Other expenses: FOREIGN TAX

    total $1,804 · management and general $1,804

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,478,608 · end of year $1,822,418

  • 11 · Investments: publicly traded securities

    beginning of year $12,995,050 · end of year $18,885,883

  • 27 · Net assets without donor restrictions

    beginning of year $14,473,658 · end of year $20,708,301

Mission and programs · 2023

Mission

THE FOUNDATION HELPS LOCAL CHARITIES ACHIEVE THEIR MISSION. THIS IS ACCOMPLISHED BY ASSISTING THEM WITH DIRECT FUNDING AND EDUCATIONAL TRAINING.

  • DONATIONS TO LOCAL CHARITIES

    Expenses $320,000 · Grants $320,000

As filed on the 2023 return.

Listed in Part VII

  • MARY ALBRIGHT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • DONNA ALVARADO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • ANDREW BOW

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    3.5

  • SIOBHAN CLOVIS

    SECRETARY

    Total calculated
    $0
    Hours/week
    3.5

  • BRANDON MATHIS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • JOHN UIBLE

    TREASURER

    Total calculated
    $0
    Hours/week
    0.25

  • MELISSA WARNER-BOW

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.25

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
20 June 2025
IRS schema version
2023v6.0
Source object
202531719349300513

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