RYAN EVANS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RYAN EVANS FOUNDATION (EIN 20-2060209)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202401359349105315
- Schema version
- 2022v5.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T16:38:31-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952972229 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIELLS PHILLIPS VAUGHAN & BOCK | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 NEW STINE ROAD | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202060209 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RYAN EVANS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RYAN | BusinessNameControlTxt |
| Phone | 5596278671 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2738 | AddressLine1Txt |
| City | VISALIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93279 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORMAN K EVANS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5596278671 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NORMAN | PersonFirstNm |
| Person Last | EVANS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOEL A BOCK CPA MST | PreparerPersonNm |
| PTIN | P00639274 | PTIN |
| Phone | 6618347411 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $9,167,432 | 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 | $650,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,480 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,480 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $243,820 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $243,820 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $137,665 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $137,665 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$5,030 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$10,964 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,719,256 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,026,001 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $386,965 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,438 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,026 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $59,787 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $59,787 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $73,435 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $73,435 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $155,660 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $155,248 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $535,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $535,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $690,660 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $155,248 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $535,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $335,341 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $231,717 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $16,143 | CashEOYAmt |
| Cash EOYFMV | $16,143 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,917,807 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,619,290 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,619,290 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,620,792 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,691,062 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,413,226 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,866,839 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $137,969 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $2,007,533 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,728,870 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $2,030,000 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans BOY | $250,000 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $88,773 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $88,773 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $8,796,132 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,144,138 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,167,432 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,250 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,900 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,900 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,791,882 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,140,238 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,791,882 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,140,238 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,796,132 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,144,138 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,791,882 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $335,341 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,015 | OtherIncreasesAmt |
| Subtotal | $9,140,238 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,140,238 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| (5 UNITS) 2242 SAINT CHARLES AVE. MONTGOMERY, ALABAMA 36107 | P | $270,000 | $32,269 | $268,581 | $33,688 | $33,688 |
| MERRILL LYNCH #2579- SHORT | $2,413,395 | $2,596,393 | -$182,998 | -$182,998 | ||
| MERRILL LYNCH #2579- LONG | $1,049,986 | $882,297 | $167,689 | $167,689 | ||
| MERRILL LYNCH #4069- SHORT | $1,907,839 | $1,828,152 | $79,687 | $79,687 | ||
| MERRILL LYNCH #4069- LONG | $1,078,036 | $1,187,066 | -$109,030 | -$109,030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$10,964 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,221 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,221 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,221 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $172 | EsPenaltyAmt |
| Overpayment | $1,607 | OverpaymentAmt |
| Applied To ES Tax | $1,607 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SARA G EVANS | IndividualWithBooksNm |
| Phone | 5597388783 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1160 NW UNION ST | AddressLine1Txt |
| City | BEND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| SARA G EVANS | ||||||||
| 1160 NW UNION ST | BEND | OR | 97703 | DIRECTOR, SECRETARY, CFO | 2.00 | $0 | $0 | $0 |
| NORMAN K EVANS | ||||||||
| 1160 NW UNION ST | BEND | OR | 97703 | DIRECTOR, PRESIDENT | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,476,755 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,701,726 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,030,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,208,481 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,208,481 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $138,127 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,070,354 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $453,518 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $453,518 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,221 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,221 | TotalTaxAmt |
| Distributable Before Adj | $450,297 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $450,297 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $450,297 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $535,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $535,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $450,297 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $512,244 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $535,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $512,244 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,756 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $427,541 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SARA G EVANS | ContributingManagerNm |
| Contributing Manager | NORMAN K EVANS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BIG BROTHERS & BIG SISTERS | ||||||
| 948 N H STREET STE 2 | TULARE | CA | 93274 | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $25,000 |
| BOYS & GIRLS CLUB OF TULARE COUNTY | ||||||
| 215 W TULARE AVE | VISALIA | CA | 93277 | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $90,000 |
| CASA | ||||||
| 1146 N CHINOWITH | VISALIA | CA | 93291 | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $25,000 |
| DESERT COMMUNITY FOUNDATION | ||||||
| 75105 MERLE DR STE 300 | PALM DESERT | CA | 92211 | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $25,000 |
| FAMILY SERVICES OF TULARE COUNTY | ||||||
| 815 W OAK | VISALIA | CA | 93291 | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $25,000 |
| GRANDMA'S HOUSE | ||||||
| 226 S BLACKSTONE ST | TULARE | CA | 93274 | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $90,000 |
| TUNNEL TO TOWERS FOUNDATION | ||||||
| 2361 HYLAND BLVD | STATEN ISLAND | NY | 10306 | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $25,000 |
| VALLEY OAK SPCA | ||||||
| 9405 W GOSHEN AVE | VISALIA | CA | 93291 | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $25,000 |
| WOUNDED WARRIOR PROJECT | ||||||
| 8880 RIO SAN DIEGO DRIVE SUITE 900 | SAN DIEGO | CA | 92108 | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $25,000 |
| LINDSAY UNIFIED SCHOOL DISTRICT | ||||||
| 371 EAST HERMOSA ST | LINDSAY | CA | 93247 | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $155,000 |
| COMMUNITY SERVICES & EMPLOYMENT TRAINING INC | ||||||
| 312 NW 3RD AVENUE | VISALIA | CA | 93291 | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $535,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,480 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $243,820 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$5,030 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$10,964 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $238,336 | ExclusionAmt |
| Related Or Exempt Function Incm | -$5,030 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $233,306 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 5 | LineNumberTxt |
| Relationship Statement | RENTAL ACTIVITIES TO FINANCE PROGRAM ACTIVITIES | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | NORMAN AND SARA EVANS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1160 NW UNION ST | AddressLine1Txt |
| City | BEND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $650,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| DENSON | 2018-12-20 | $72,116 | $9,177 | SL | 27.500000000000 | $2,622 | $2,622 |
| CROW CREEK | 2018-11-07 | $228,087 | $30,411 | SL | 27.500000000000 | $8,294 | $8,294 |
| MONTGOMERY- 6 UNITS | 2018-11-01 | $241,100 | $32,146 | SL | 27.500000000000 | $8,767 | $8,767 |
| LAND - DENSON | 2018-12-20 | $18,029 | L | $0 | $0 | ||
| LAND - CROW CREEK | 2018-11-07 | $57,022 | L | $0 | $0 | ||
| LAND - MONTGOMERY (6 UNITS) | 2018-11-01 | $60,275 | L | $0 | $0 | ||
| LITTLE CROW, NV | 2021-05-07 | $255,324 | $10,832 | SL | 27.500000000000 | $9,285 | $9,285 |
| LAND - LITTLE CROW | 2021-05-07 | $63,832 | L | $0 | $0 | ||
| LAND - SILVER GLEN | 2022-06-03 | $90,396 | L | $0 | $0 | ||
| SILVER GLEN, NV | 2022-06-03 | $361,582 | $1,096 | SL | 27.500000000000 | $13,148 | $13,148 |
| LAND - EMERALD | 2022-06-16 | $83,815 | L | $0 | $0 | ||
| EMERALD GLOW, NV | 2022-06-16 | $335,261 | SL | 27.500000000000 | $12,191 | $12,191 | |
| MONTGOMERY- 5 UNITS | 2018-11-01 | $200,917 | $26,789 | SL | 27.500000000000 | $5,480 | $5,480 |
| LAND - MONTGOMERY (5 UNITS) | 2018-11-01 | $50,229 | L | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH SECURITIES | $4,641,062 | $4,366,945 |
| SUNCREST BANK | $50,000 | $46,281 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| DENSON | $72,116 | $11,799 | $60,317 |
| CROW CREEK | $228,087 | $38,705 | $189,382 |
| MONTGOMERY- 6 UNITS | $241,100 | $40,913 | $200,187 |
| LAND - DENSON | $18,029 | $0 | $18,029 |
| LAND - CROW CREEK | $57,022 | $0 | $57,022 |
| LAND - MONTGOMERY (6 UNITS) | $60,275 | $0 | $60,275 |
| LITTLE CROW, NV | $255,324 | $20,117 | $235,207 |
| LAND - LITTLE CROW | $63,832 | $0 | $63,832 |
| LAND - SILVER GLEN | $90,396 | $0 | $90,396 |
| SILVER GLEN, NV | $361,582 | $14,244 | $347,338 |
| LAND - EMERALD | $83,815 | $0 | $83,815 |
| EMERALD GLOW, NV | $335,261 | $12,191 | $323,070 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $11,823 | $11,823 | $0 |
| BANK CHARGES | $730 | $730 | $0 |
| CLEANING | $3,089 | $3,089 | $0 |
| INSURANCE | $18,074 | $18,074 | $0 |
| EVICTION & OTHER FEES | $802 | $802 | $0 |
| UTILITIES | $9,550 | $9,550 | $0 |
| PROPERTY MANAGEMENT FEES | $10,350 | $10,350 | $0 |
| HOA DUES | $3,527 | $3,527 | $0 |
| REPAIR & MAINTENANCE | $14,590 | $14,590 | $0 |
| TENANT PROCUREMENT FEES | $900 | $900 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE DIVIDENDS | Desc |
| Amt | $13,015 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TENANT DEPOSITS | Desc |
| BOY Book Value | $4,250 | BOYBookValueAmt |
| EOY Book Value | $3,900 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $412 | $0 | $0 |
| PROPERTY TAX | $22,026 | $22,026 | $0 |