Conifer Alliance Foundation Trust
- Assets
- $479.7k
- Revenue
- $167.8k
- Investments
- $469.5k
- Employees
- 0
- Location
- Los Altos, CA
- Founding
- 09/2007
- Data as of
- 06/2024
- EIN
- 20-8044589
Organization Overview
Conifer Alliance Foundation Trust is located in Los Altos, CA. The organization was established in 2007. According to its NTEE Classification (P51) the organization is classified as: Financial Counseling, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Conifer Alliance Foundation Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2024
Describe the Organization's Program Activity:
Part 3 - Line 4a
MR. LAWRENCE PROVIDED FREE FINANCIAL EDUCATION FOR MANY PEOPLE REGARDING RISK MANAGEMENT, FINANCIAL PLANNING, TAX PLANNING, REAL ESTATE AND RETIREMENT PLANNING. THE PUBLIC BENEFITED GREATLY DUE TO: 1. THE NORMAL COST OF GETTING SUCH ADVICE. 2. THE DEVASTATING CONSEQUENCES OF MAKING BAD DECISIONS REGARDING THEIR LIMITED RESOURCES. 3. THE TAX SAVINGS AND GROWTH POSSIBLE THROUGH A COORDINATED APPROACH TO FINANCIAL AND RETIRMENT PLANNING. 4. THE PEACE OF MIND DUE TO HAVING COMPARED MANY OPTIONS AND FINALLY UNDERSTANDING CLEARLY WHY ONE APPROACH IS BETTER THAN ANOTHER. THE PUBLIC WHICH WAS SERVED BY THE FOUNDATION PAID NOTHING FOR IT AND WILL HOPEFULLY REFER OTHERS TO THE FOUNDATION. THIS APPROACH NOT ONLY BENEFITS THE PUBLIC BUT ALSO LESSENS THE BURDEN OF GOVERNMENT IN LOOKING AFTER OUR ELDERLY BY PROVIDING A SAFETY NET.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Margot Lawrence Trustee/secr | 3 | $0 | |
Gerry Lawrence Exc. Trustee | 4 | $15,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $130,480 |
| Interest on Savings | $52 |
| Dividends & Interest | $37,256 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $167,788 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $15,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $25 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $71 |
| Total operating and administrative expenses | $24,691 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $24,691 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $10,213 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $479,743 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |