Conifer Alliance Foundation Trust
- Assets
- $301.0k
- Revenue
- $65.6k
- Investments
- $285.1k
- Employees
- 0
- Location
- Los Altos, CA
- Founding
- 09/2007
- Data as of
- 06/2022
- 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
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
MR. LAWRENCE IS THE IN HOUSE COUNSULTANT FOR COLDWELL BANKER TO PROVIDE AGENTS AND THEIR CLIENTS EDUCATION REGARDING THE SALE OF REAL ESTATE ASSETS. I CONDUCT NUMEROUS INTERVIEWS TO IDENTIFY THE SPECIFIC DETAILS OF TRANSACTIONS AND PROVIDE AN UNDERSTANDING OF TAXES, PROCEDURES, AND CONSEQUENCES OF VARIOUS OPTIONS THAT MAY BE AVAILABLE/APPLICABLE TO THEIR CIRCUMSTANCES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Gerry Lawrence Exc. Trustee | 4 | $4,000 | |
Margot Lawrence Trustee/secr | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $51,300 |
| Interest on Savings | $1 |
| Dividends & Interest | $14,311 |
| 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 | $65,612 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $4,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $110 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $119 |
| Total operating and administrative expenses | $5,749 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $5,749 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $15,978 |
| 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 | $301,036 |
| 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 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Conifer Alliance Foundation Trust has recieved totaling $6,509.
| Awarding Organization | Amount |
|---|---|
Schwab Charitable Fund San Francisco, CA PURPOSE: HUMAN SERVICES | $6,509 |
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