Lisa Wade Foundation in Granite Bay, California (CA)

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Lisa Wade Foundation
Employer Identification Number (EIN)464348673
Name of OrganizationLisa Wade Foundation
In Care of NameLisa Wade
Address5859 Wedgewood Dr, Granite Bay, CA 95746-6706
SubsectionCharitable Organization
Ruling Date10/2014
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$100,000 to $499,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$375,025
Amount of Income$400,025
Form 990 Revenue Amount$400,025
National Taxonomy of Exempt Entities (NTEE)Health - General and Rehabilitative: Fund Raising and/or Fund Distribution


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Amount of income in 2013: $400,025
This organization: 

 $400,025
Other organizations performing similar types of work: 

 $100,423

Assets in 2013: $375,025
Lisa Wade Foundation: 

 $375,025
Other organizations performing similar types of work: 

 $79,295

Expenses in 2013: $25,000
Lisa Wade Foundation: 

 $25,000
Other organizations performing similar types of work: 

 $57,717

Income to expenses ratio in 2013: 16.0
This organization: 

 16.0
Other organizations performing similar types of work: 

 1.1

Grants share in income in 2013: 100.0%
Lisa Wade Foundation: 

 100.0%
Other organizations performing similar types of work: 

 19.8%

Financial snapshot for 2013 ($)

Revenue for 2013

Assets at the end of 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$400,025$0$0
Contributions, gifts, grants, etc., received$400,000
Interest on savings and temporary cash investments$25
Dividends and interest from securities$0
Gross rents$0
Gross sales price for all assets$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$25,000$0$0$0
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$0
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$0$0$0
Contributions, gifts, grants paid$25,000
Excess of revenue over expenses and disbursements$375,025
Net investment income$0
Adjusted net income$0
Balance Sheets
2013
Book ValueFair Market Value
Total assets$375,025$375,025
Cash - non-interest-bearing$5,000
Investments-U.S. and state government obligations$0
Investments-corporate stock$0
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other assets$0
Total liabilities$0
Total liabilities and net assets/fund balances$375,025
Capital Gains and Losses for Tax on Investment Income
2013
Capital gain net income$0
Net capital loss$0
Excise Tax Based on Investment Income
2013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$0
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$0
Overpayment$0
Amount to be credited to next year's estimated tax$0
Statements Regarding Activities
2013
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Has the foundation engaged in any activities that have not previously been reported to the IRS?No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?No
Has the foundation filed a tax return on Form 990-T for this year?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?No
Did any persons become substantial contributors during the tax year?Yes
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041No
Statements Regarding Activities for Which Form 4720 May Be Required
2013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?No
Minimum Investment Return
2013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$0
Net value of noncharitable-use assets$0
Minimum investment return$0
Distributable Amount
2013
Distributable amount$0
Undistributed Income
2013
Distributable amount for this year$0
Undistributed income for this year. This amount must be distributed in the next year$0
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$25$0
Dividends and interest from securities$0$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Watsi100 N North Whisman Road 3913, Mountain View, CA 94043CA2012-08$2,230,370
2Sutter Roseville Medical Center Foundation1 Medical Plaza Dr, Roseville, CA 95661-3037CA1985-01$1,950,350
3Yoon Family Foundation2681 Estella Dr, Santa Clara, CA 95051-6515CA2014-07$400,031
4Lisa Wade Foundation5859 Wedgewood Dr, Granite Bay, CA 95746-6706CA2014-10$400,025
5Heartview Global FoundationC/O Gso 15260 Ventura Blvd, Sherman Oaks, CA 91403CA2012-06$240,441
6Sam Care U S A1309 W Valencia Dr, Fullerton, CA 92833-4045CA2011-09$174,347
7Healthcare Trust Of Mammoth LakesPO BOX 660, Mammoth Lakes, CA 93546-0660CA2008-03$124,250
8Maxs Ring Of FirePO BOX 3142, Del Mar, CA 92014CA2009-06$111,515
9Weight Loss Surgery Foundation Of America417 Mace Blvd Suite J-236, Davis, CA 95618-6053CA2011-10$85,288
10Cure Sonia7001 Sedan Ave, West Hills, CA 91307CA2012-11$67,149
11Miles For Migraine804 Highland Ave, Piedmont, CA 94611CA2008-10$60,055
12Mountain Communities Healthcare FoundationP O Box 3051, Weaverville, CA 96093CA2009-12$55,534
13Menifee Valley Medical Center Auxillary28400 Mccall Blvd, Sun City, CA 92585-9658CA2011-04$48,263
14Mulligan Project11646 Chenalt St 10, Los Angeles, CA 90049CA2009-11$48,109
15Turtle Health Foundation IncPO BOX 188558, Sacramento, CA 95818-8558CA2004-03$31,178
16Hope For Sma2314 Via Clavel, San Clemente, CA 92673CA2011-07$26,547
17Gaming For A Cause8665 Village Park Ct, Orangevale, CA 95662-4455CA2012-10$24,256
18St Lukes Alumni Foundation Of Southern California Inc4265 Dauntless Drive, Rancho Palos Verdes, CA 90275CA2014-10$10,189
19Rose Breast Cancer SocietyP O Box 2706, Hollywood, CA 90078-2706CA2002-04$4,899
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Number of organizations performing similar types of work
Alaska2
Alabama11
Arkansas5
Arizona17
California105
Colorado30
Connecticut22
District of Columbia2
Delaware4
Florida69
Georgia35
Hawaii6
Iowa12
Idaho10
Illinois37
Indiana17
Kansas9
Kentucky13
Louisiana20
Massachusetts31
Maryland29
Maine11
Michigan35
Minnesota25
Missouri18
Mississippi12
Montana12
North Carolina32
North Dakota2
Nebraska5
New Jersey39
New Mexico6
Nevada12
New York79
Ohio54
Oklahoma12
Oregon11
Pennsylvania55
Rhode Island7
South Carolina13
South Dakota3
Tennessee16
Texas76
Utah18
Virginia28
Vermont5
Washington15
Wisconsin16
West Virginia4
Wyoming1
International3
Total1,111

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