HAVNER FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HAVNER FAMILY FOUNDATION (EIN 04-3762697)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-01
- IRS object ID
- 202400929349100860
- Schema version
- 2023v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-01T16:54:09-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 TOWNSGATE ROAD SUITE 400 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | 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 | 043762697 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JCS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RONALD L & LEEANN R HAVNER | InCareOfNm |
| Business Name Control | JCSF | BusinessNameControlTxt |
| Phone | 6263569908 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 787 W Red Fox Road | AddressLine1Txt |
| City | Park City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84098 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEEANN R HAVNER | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 6263569908 | PhoneNum |
| Signature | 2024-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEEANN R | PersonFirstNm |
| Person Last | HAVNER | 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 | Stephanie Wilkinson | PreparerPersonNm |
| PTIN | P01231617 | PTIN |
| Phone | 8053748555 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $3,313,899 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $818,188 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $108 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $108 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,640 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,640 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $282,371 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,232,517 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $581,192 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,114,307 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $594,940 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $690 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $690 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,710 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,355 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,355 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $291 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $150 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $150 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,841 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,355 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,295 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,241,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,241,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,251,141 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,355 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,246,595 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$136,834 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $590,585 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,785 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,909 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,909 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,115,822 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,983,864 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,290,990 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,143,607 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,006,773 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,313,899 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,143,607 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,006,773 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,143,607 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,006,773 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,143,607 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,006,773 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,143,607 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$136,834 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,006,773 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,006,773 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $805,832 | $533,334 | $272,498 | $272,498 | |
| 13,500 SHS BANK OF AMERICA CORP | D | $426,685 | $117,991 | $308,694 | $308,694 | 2012-03-14 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $581,192 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,209 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,209 | SubtotalAmt |
| Tax Based On Investment Income | $8,209 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,160 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,160 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $5,049 | TaxDueAmt |
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 |
| Form990 PF Filed With Atty Gen | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD L & LEEANN R HAVNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6263569908 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 787 W RED FOX ROAD | AddressLine1Txt |
| City | Park City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84098 | 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 |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LEEANN R HAVNER | ||||||||
| 787 W Red Fox Road | Park City | UT | 84098 | TRUSTEE | 10.0 | $0 | $0 | $0 |
| RONALD L HAVNER | ||||||||
| 787 W Red Fox Road | Park City | UT | 84098 | TRUSTEE | 2.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,941,908 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $213,379 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,155,287 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,155,287 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,329 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,107,958 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $155,398 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $155,398 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,209 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,209 | TotalTaxAmt |
| Distributable Before Adj | $147,189 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $147,189 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $147,189 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,246,595 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,246,595 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $147,189 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $724,906 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $644,683 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $770,561 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,354,926 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,293,686 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,788,762 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,246,595 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $147,189 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,099,406 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,888,168 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $724,906 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,163,262 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $644,683 | ExcessFromYear4Amt |
| Excess From Year3 | $770,561 | ExcessFromYear3Amt |
| Excess From Year2 | $1,354,926 | ExcessFromYear2Amt |
| Excess From Year1 | $1,293,686 | ExcessFromYear1Amt |
| Excess From Current Year | $1,099,406 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD L HAVNER AND LEEANN R HAVN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Cancer Support Community | |||||||
| 200 East Del Mar Ave 118 | Pasadena | CA | 91105 | none | PC | general operating support | $35,000 |
| Casa de las Amigas | |||||||
| 160 North El Molino Ave | Pasadena | CA | 91101 | none | PC | general operating support | $262,100 |
| MUSEIQUE | |||||||
| 300 E Green St Suite 305 | Pasadena | CA | 91101 | none | PC | general operating support | $110,000 |
| San Marino Junior Alliance Inc | |||||||
| 1370 Old Mill Rd | San Marino | CA | 91108 | none | PC | general operating support | $5,000 |
| The Huntington Library | |||||||
| 1151 Oxford Rd | San Marino | CA | 91108 | none | PC | general operating support | $135,000 |
| Villa Esperanza Services | |||||||
| 2060 E Villa Street | Pasadena | CA | 91107 | none | PC | general operating support | $10,000 |
| REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES | |||||||
| 10920 WILSHIRE BLVD SUITE 1400 | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL OPERATING SUPPORT | $8,700 |
| INTERMOUNTAIN HEALTHCARE FOUNDATION INC | |||||||
| 36 S STATE STREET 8TH FLOOR | SALT LAKE CITY | UT | 84111 | NONE | PC | General Operating Support | $600,000 |
| Hillsides | |||||||
| 940 Avenue 64 | pasadena | CA | 91105 | none | PC | general operating support | $10,000 |
| JVS Socal | |||||||
| 6505 WILSHIRE BLVD Suite 200 | LOS ANGELES | CA | 90048 | none | PC | general operating support | $5,000 |
| San Marino Rotary Charities | |||||||
| C/O Dennis Kneier Treasurer- 1425 | San Marino | CA | 91108 | none | PC | General Operating support | $10,000 |
| The Bowery Mission | |||||||
| 227 Bowery | NEW YORK | NY | 10002 | none | PC | general operating support | $25,000 |
| New School for Child Development | |||||||
| 13130 Burbank Blvd | sherman oaks | CA | 91401 | none | PC | general operating support | $25,000 |
| DOHENY EYE INSTITUTE | |||||||
| 150 N Orange Grove Blvd | Pasadena | CA | 91103 | none | PC | general operating support | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,241,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,640 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $282,371 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $296,119 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $296,119 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RONALD L AND LEEANN R HAVNER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 787 W Red Fox Road | AddressLine1Txt |
| City | PARK CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $818,188 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 26,500 SHS Bank of America Corp. Securities | NoncashPropertyDesc |
| Fair Market Value | $818,188 | FairMarketValueAmt |
| Received | 2023-12-08 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,710 | Amt |
| Net Investment Income | $4,355 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,355 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 8,000 SHS BERKSHIRE HATHAWAY | $1,582,489 | $2,853,280 |
| 13,000 SHS BANK OF AMERICA CO. | $401,375 | $437,710 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $690 | LegalFeesAmt |
| Disbursements Charitable Prps | $690 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CALIFORNIA REGISTRY FEE | $100 | $100 |
| FEDERAL EXCISE TAXES | $191 |