FREDA B RUNYON FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FREDA B RUNYON FOUNDATION (EIN 47-0899284)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-02-23
- IRS object ID
- 202420549349100212
- Schema version
- 2023v4.0
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-23T15:40:47-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 853044174 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OWEN & REIKEN CPAS APC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 NATOMA ST STE 104 | AddressLine1Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470899284 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREDA B RUNYON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 5303068464 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 843 | AddressLine1Txt |
| City | EL DORADO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95623 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BELEN BRAKE | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2024-02-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BELEN | PersonFirstNm |
| Person Last | BRAKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANN MARIE OWEN | PreparerPersonNm |
| PTIN | P00286443 | PTIN |
| Phone | 5308719696 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,519,349 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $121,112 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $121,112 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$319,873 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,343,201 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$198,761 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $121,112 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,900 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $76,900 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,915 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $9,915 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,216 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,216 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,651 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,651 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $321 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $660 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | -$339 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,657 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $252 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,405 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $109,660 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,563 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $94,097 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $79,575 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $79,575 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $189,235 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,563 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $173,672 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$387,996 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,549 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,908 | CashBOYAmt |
| Cash EOY | $21,968 | CashEOYAmt |
| Cash EOYFMV | $21,968 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $30,847 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,647 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,647 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,713,661 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,336,586 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,480,734 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $781 | OtherAssetsBOYAmt |
| Total Assets BOY | $3,763,197 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,375,201 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,519,349 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,763,197 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,375,201 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,763,197 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,375,201 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,763,197 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,375,201 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,763,197 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$387,996 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,375,201 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,375,201 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 10097 SH JPMORGAN PFD SER JJ PFD | P | 2022-08-09 | 2023-03-15 | $199,956 | $216,565 | -$16,609 | -$16,609 |
| 9081 SH SOUTHERN CO 4.95% PFD | P | 2022-08-09 | 2023-03-15 | $191,339 | $216,778 | -$25,439 | -$25,439 |
| 3990 SH US CELLULAR 6.25% PFD | P | 2022-01-24 | 2023-01-23 | $73,405 | $108,208 | -$34,803 | -$34,803 |
| 11445 SH AT&T INC 5% | P | 2020-02-06 | 2023-03-15 | $231,807 | $303,815 | -$72,008 | -$72,008 |
| 2076 SH BANK AMER CORP 5% PFD | P | 2022-05-09 | 2023-10-25 | $39,851 | $43,313 | -$3,462 | -$3,462 |
| 7462 SH TELEPHONE & DATA 6.25% PFD | P | 2021-04-21 | 2023-01-23 | $145,138 | $207,125 | -$61,987 | -$61,987 |
| 9430 SH US CELLULAR 6.25% PFD | P | 2021-02-17 | 2023-01-23 | $173,338 | $256,073 | -$82,735 | -$82,735 |
| 7724.9 SH GUGGENHEIM BLUE CHIP GROWTH | P | 2023-04-25 | 2023-05-17 | $84,338 | $84,206 | $132 | $132 |
| 2.331 SH TRANSAMERICA FDS | P | 2022-10-19 | 2023-04-20 | $49 | $49 | ||
| 524.266 SH INVESCO EQUALLY WEIGHTED S&P 500 | P | 2019-03-04 | 2023-04-20 | $35,000 | $31,189 | $3,811 | $3,811 |
| 301.159 SH FIDELITY ADVISOR HEALTH CARE FD | P | 2021-04-08 | 2023-04-20 | $20,000 | $19,415 | $585 | $585 |
| 480.016 SH LORD ABBETT GROWTH LEADERS | P | 2021-04-08 | 2023-12-11 | $15,243 | $22,993 | -$7,750 | -$7,750 |
| 262.812 SH PRINCIPAL FDS INC | P | 2019-03-04 | 2023-12-11 | $10,000 | $6,901 | $3,099 | $3,099 |
| 636.778 SH PRINCIPAL FDS INC | P | 2019-03-04 | 2023-12-11 | $22,356 | $14,627 | $7,729 | $7,729 |
| 334.336 SH PUTNAM LARGE CAP VALUE FUND | P | 2019-03-04 | 2023-12-11 | $10,000 | $7,900 | $2,100 | $2,100 |
| 561.9 SH TRANSAMERICA FDS | P | 2021-12-22 | 2023-04-20 | $11,924 | $29,028 | -$17,104 | -$17,104 |
| 1358.837 SH VIRTUS FUNDS | P | 2021-12-23 | 2023-04-20 | $67,140 | $94,889 | -$27,749 | -$27,749 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2022-01-01 | 2023-12-31 | $12,317 | $12,317 | $12,317 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$319,873 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,467 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,467 | SubtotalAmt |
| Tax Based On Investment Income | $1,467 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,420 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,420 | TotalPaymentsAndCreditsAmt |
| Tax Due | $47 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELEN BRAKE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5306223530 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5940 QUARTZ DR | AddressLine1Txt |
| City | EL DORADO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95623 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BELEN BRAKE | ||||||
| PO BOX 843 | EL DORADO | CA | 95623 | CEO | 30.00 | $34,200 |
| SHARON BECKETT | ||||||
| PO BOX 843 | EL DORADO | CA | 95623 | SECRETARY/CFO | 30.00 | $34,200 |
| KAILE BRAKE | ||||||
| PO BOX 843 | EL DORADO | CA | 95623 | Chairman | 30.00 | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,319,491 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,402 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,336,893 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,336,893 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,053 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,286,840 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $164,342 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $164,342 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,467 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,467 | TotalTaxAmt |
| Distributable Before Adj | $162,875 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $162,875 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $162,875 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $173,672 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $173,672 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $162,875 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $56,622 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,665 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,602 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,535 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,055 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $97,479 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $173,672 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $162,875 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,797 | RemainingDistriFromCorpusAmt |
| Total Corpus | $108,276 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $56,622 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $51,654 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,665 | ExcessFromYear4Amt |
| Excess From Year3 | $8,602 | ExcessFromYear3Amt |
| Excess From Year2 | $7,535 | ExcessFromYear2Amt |
| Excess From Year1 | $14,055 | ExcessFromYear1Amt |
| Excess From Current Year | $10,797 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SENIORS FIRST | ||||||
| PO BOX 300 | ROCKLIN | CA | 95677 | NONE | Support for Seniors including hot meals, rides to important appointments, friendly visitors, information and assistance, recreational activities, and respite care. | $3,000 |
| HANDS 4 HOPE | ||||||
| 3941 PARK DRIVE SUITE 20-264 | EL DORADO HILLS | CA | 95762 | NONE | Youth making a difference, their mission is to inspire and empower youth in leadership and service. Giving youth a platform to make their voices heard on issues affecting our community and providing them the opportunity to take action in their own way. | $3,000 |
| ASSISTANCE LEAGUE SIERRA FOOTHILLS | ||||||
| 2201 FRANCISCO DRIVE SUITE 140-249 | EL DORADO HILLS | CA | 95762 | NONE | Serving the needs of underprivileged children and adults | $2,505 |
| TWIN LAKES FOOD BANK-THANKSGIVING | ||||||
| 327 MONTROSE DRIVE | FOLSOM | CA | 95630 | NONE | Donations to help purchase turkeys and groceries for side dishes for donations of Thanksgiving dinners | $1,531 |
| UPPER ROOM DINING HALL | ||||||
| PO BOX 484 | PLACERVILLE | CA | 95667 | NONE | Mission is to provide meals and services to members of the community living under the strain of poverty, treating all guests with dignity and compassion | $3,000 |
| EL DORADO COUNTY CHAMBER OF COMMERCE | ||||||
| 542 MAIN ST | PLACERVILLE | CA | 95667 | NONE | Traditional Highway 50 adopt a Holiday Tree. Christmas trees needed to decorate highway 50. It gives much needed joy to our community and travelers. Donation goes toward the purchase of trees. Trees were donated in the past but the growers association can no longer support this due to the economy. | $500 |
| SPECIAL OLYMPICS OF NORCALEL DORADO | ||||||
| PO BOX 0485 | SHINGLE SPRINGS | CA | 95682 | NONE | Transforming lives through the joy of sport for people with intellectual disabilities | $3,500 |
| GOODIE TWO SHOES | ||||||
| 10620 SOUTHERN HIGHLANDS 110-474 | LAS VEGAS | NV | 89141 | NONE | Provides disadvantaged children and children in crisis with new shoes and socks, as well as other items deemed essential for good health and positive development. | $1,500 |
| K-9 ARMOR | ||||||
| 77 VAN NESS AVE STE 101 | SAN FRANCISCO | CA | 94102 | NONE | The only Non-Profit Public Benefit Charity dedicated to bulletproof vests for California police dogs. | $1,900 |
| SIERRA WILDLIFE RESCUE | ||||||
| PO BOX 2127 | PLACERVILLE | CA | 95667 | NONE | A non-profit organization, dedicated to the mission of preserving El Dorado Countys wildlife through public education and by rehabilitating and releasing injured and orphaned native animal species. | $2,000 |
| LOAVES & FISHES MUSTARD SEED PROGRAM | ||||||
| PO BOX 13495 | SACRAMENTO | CA | 95813 | NONE | Emergency school program designed to address the educational, social and health needed of homeless children | $3,000 |
| AFSP GREATER SACRAMENTO CHAPTER | ||||||
| 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | none | Mission in saving lives and bringing hope to those affected by suicide. Building initiatives to further understand and prevent suicide. | $1,500 |
| THE FOGOTTEN SOLDIER PROJECT | ||||||
| 991 LINCOLN WAY | AUBURN | CA | 95603 | NONE | Dedicated to offering the highest complementary integrative health care services for optimized treatment and preventive care that strengthens physical, mental, and spiritual health of veterans. | $1,000 |
| CALIFORNIA CAREFORCE | ||||||
| 950 RESERVE DRIVE SUITE 120 | ROSEVILLE | CA | 95678 | NONE | Promoting the health and well-being of those in need through volunteer supported, no-cost healthcare clinics throughout California. | $2,500 |
| PROJECT RIDE | ||||||
| 8840 SOUTHSIDE AVENUE | ELK GROVE | CA | 95624 | NONE | Serves over 600 Central Valley students with disabilities using certified therapeutic riding instructors, volunteers & gentle horses. | $2,500 |
| ANGEL FLIGHT NORTHEAST | ||||||
| 492 SUTTON STREET | NORTH ANDOVER | MA | 01845 | NONE | A collaborative organization of non-profits who provide free air and ground transportation to patients across the United States. Helping patients in need to receive vital healthcare. | $2,000 |
| CATIES CLOSET | ||||||
| 28 LOON HILL ROAD | DRACUT | MA | 01826 | NONE | For every child to have access to the essentials that foster physical, emotional and mental well-being. | $2,500 |
| CHRISTMAS AROUND TOWN POWERHOUSE | ||||||
| 311 MARKET ST | FOLSOM | CA | 95630 | NONE | An opportunity for low income individuals and families to enjoy a Christmas service and a shopping experience to pick out gifts for their loved ones. | $2,500 |
| CORDOVA RECREATION & PARKS DISTRICT | ||||||
| 11070 WHITE ROCK RD STE 130 | RANCHO CORDOVA | CA | 95670 | NONE | The Cordova Recreation and Parks Foundation interests are in protecting and preserving the Cordova Recreation and Park District Facilities and programs. Their vision is to create a culture of giving support to the recreation and parks for future generations | $1,250 |
| EPPING FIREMENS ASSOCIATION | ||||||
| 37 PLEASANT ST | EPPING | NH | 03042 | NONE | The Association, a non-profit organization is dedicated to the support the firefighters and members of the Epping community. Donation toward the purchase of the Holmatro Combi Tool. This piece of equipment will be placed on the ambulance and help extricate patients in a timely manner. | $6,000 |
| ETC YOUTH LEAD SCHOLARSHIP | ||||||
| 2 MARINA BLVD | SAN FRANCISCO | CA | 94123 | NONE | Their mission is brining educational and life-changing outdoor adventures to people with disabilities and under-resourced youth. | $4,500 |
| FOUNDATION FOR WOMEN WARRIORS | ||||||
| 1185 PARK CENTER DR STE R | VISTA | CA | 92011 | NONE | Non-Profit organization dedicated to honoring and empowering the women veteran community. | $1,700 |
| HERO PUPS INC | ||||||
| 20 PORTSMOUTH AVE 127 | STRATHAM | NH | 03885 | NONE | Provides support dogs to veterans and first responders in New England diagnosed with service-related psychological challenges. | $3,000 |
| HOSPITALITY HOUSE | ||||||
| 1262 SUTTON WAY | GRASS VALLEY | CA | 95945 | NONE | Helping homeless people in Nevada County wherever there is the greatest need, including but not limited to shelter, food, street outreach, transportation, case management, and housing resources. | $5,000 |
| NO TIME TO WASTE | ||||||
| 2237 CHERYL WAY | SAN JOSE | CA | 95125 | NONE | Charitable organization whose mission is to provide donated surplus food and essential goods to those in need. They recover surplus food from local businesses and deliver the good to charitable outreach partners who serve the homeless, at-risk communities, seniors, disabled, veterans and children. | $2,500 |
| RYANS CASE FOR SMILES | ||||||
| 295 E SWEDESFORD RD | CHESTERBROOK | PA | 19087 | NONE | Children receiving treatment for life-changing illnesses and injuries receive the comfort of a whimsical pillowcase while their caregivers receive access to resources to help their entire family to cope emotionally. | $1,545 |
| SOIL BORN FARMS | ||||||
| 2140 CHASE DRIVE | RANCHO CORDOVA | CA | 95670 | NONE | Their mission is to give youth experiences that can have lifelong impacts on them, the farm and out plant. Giving them enriching programs at the American River Ranch and helping them build connections to the natural world, the farm, their health and community. | $3,000 |
| STEPHEN J WAMPLER FOUNDATION | ||||||
| 941 ORANGE AVE STE 440 | CORONADO | CA | 92118 | NONE | Camp Wamp is a residential, summer camp in norther California for persons living with physical disabilities. They offer one-week sessions each summer to varying age groups. Their mission is to provide life changing experiences to children with physical disabilities. | $3,500 |
| SWEET DREAMS FOUNDATION | ||||||
| PO BOX 1233 | FOLSOM | CA | 95763 | NONE | Gifting medically fragile babies and children with their own escape from the world with a bedroom uniquely created just for them with Dream Bedroom and RooBaby programs. | $2,800 |
| THE ANIMAL PROTECTION LEAGUE | ||||||
| PO BOX 691912 | STOCKTON | CA | 95269 | NONE | The Animal Protections League supports the Stockton Animal Shelter and the community it serves. | $1,313 |
| THE GATHERING INN | ||||||
| PO BOX 297 | ROSEVILLE | CA | 95678 | NONE | Meeting people where they are, inspiring hope, and walking alongside them on their journey to sustainable housing. | $2,000 |
| TINY PINE FOUNDATION | ||||||
| 2742 FEATHER RIVER BLVD | OROVILLE | CA | 95965 | NONE | They help fill the need for disaster relief, helping survivors and evacuees with basic necessities and more. They build tiny homes completely with donations and volunteers for those that have lost everything in devastating wildfires. Each home is approx. $9,000 per home. | $1,531 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $79,575 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121,112 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$319,873 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $121,112 | ExclusionAmt |
| Related Or Exempt Function Incm | -$319,873 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$198,761 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANNUAL TAX RETURN PREP, ANNUAL MEETING | CategoryTxt |
| Amt | $5,216 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,216 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANNUAL MEETING, MINUTES, RESOLUTIONS | CategoryTxt |
| Legal Fees | $9,915 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,915 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| AG FILING FEE | $25 | $25 | |
| INVESTMENT EXPENSES | $191 | $191 | |
| OFFICE EXPENSES | $347 | $347 | |
| PAYROLL PROCESSING FEES | $1,306 | $1,245 | $61 |
| PO BOX RENTAL | $226 | $226 | |
| POSTAGE | $32 | $32 | |
| WORKERS' COMPENSATION INSURANCE | $530 | $530 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT FEES | CategoryTxt |
| Amt | $10,651 | Amt |
| Net Investment Income | $10,651 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $6,725 | -$6,725 | |
| FOREIGN TAXES PAID ON DIVIDENDS | $184 | $184 | |
| PAYROLL TAX | $6,862 | $6,386 | $476 |