CANYON CITY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CANYON CITY FOUNDATION (EIN 20-2046134)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-10-30
- IRS object ID
- 202443049349100904
- 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
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-30T09:14:05-07:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 843250434 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIS & DEAL CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 S GLENDORA AVE STE A | AddressLine1Txt |
| City | GLENDORA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91741 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202046134 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANYON CITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CANY | BusinessNameControlTxt |
| Phone | 6263349321 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 429 | AddressLine1Txt |
| City | AZUSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE DOMINQUEZ | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2024-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | Stanley B Deal | PreparerPersonNm |
| PTIN | P01414717 | PTIN |
| Phone | 6269630297 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,076,276 | 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 |
| Interest On Sav Rev And Expnss | $2,676 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,676 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,676 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $87,573 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,573 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $87,573 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $231,539 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $527,123 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $231,539 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $192,680 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $514,468 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $321,788 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $90,249 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $1,025 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $342,369 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,634 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $315,610 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,125 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,187 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $5,187 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $23,365 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $23,330 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $371,946 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,669 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $345,152 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $175,794 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $175,794 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $547,740 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,669 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $345,152 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $181,919 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,272 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $301,119 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $139,653 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,755 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,755 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,366,269 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,445,895 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,049,521 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,505,922 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,472,650 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,076,276 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,005,922 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,972,650 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $500,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $500,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,505,922 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,472,650 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,505,922 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,472,650 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,505,922 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,272 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,472,650 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,472,650 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PACE STRATEGIC FIXED INCOME FUND | P | 2000-01-01 | 2023-09-11 | $712 | $836 | -$124 | -$124 |
| PACE SM/MED CO GROWTH FUND | P | 2000-01-01 | 2023-09-11 | $7,785 | $9,659 | -$1,874 | -$1,874 |
| PACE INTNL EQUITY INVESTMENT FUND | P | 2000-01-01 | 2023-09-11 | $55,529 | $47,879 | $7,650 | $7,650 |
| PACE LARGE CO GROWTH FUND | P | 2000-01-01 | 2023-09-11 | $99,314 | $124,569 | -$25,255 | -$25,255 |
| PACE LARGE CO VALUE FUND | P | 2000-01-01 | 2023-09-11 | $21,989 | $23,181 | -$1,192 | -$1,192 |
| PACE INTNL EMERGING MKTS FUND | P | 2000-01-01 | 2023-09-11 | $8,129 | $8,285 | -$156 | -$156 |
| PACE GLOBAL FIXED INCOME | P | 2000-01-01 | 2023-11-20 | $7,619 | $10,256 | -$2,637 | -$2,637 |
| PACE MTGE BACKED FIXED INCOME | P | 2000-01-01 | 2023-11-20 | $9,156 | $11,580 | -$2,424 | -$2,424 |
| PACE INTNL EMERGING MKTS FUND | P | 2000-01-01 | 2023-11-20 | $958 | $982 | -$24 | -$24 |
| PACE INTNL EQUITY INVESTMENT FUND | P | 2000-01-01 | 2023-11-20 | $13,223 | $11,095 | $2,128 | $2,128 |
| PACE LARGE CO VALUE FUND | P | 2000-01-01 | 2023-11-20 | $17,358 | $21,444 | -$4,086 | -$4,086 |
| PACE LARGE CO VALUE FUND | P | 2000-01-01 | 2023-11-20 | $10,192 | $10,699 | -$507 | -$507 |
| PACE STRATEGIC FIXED INCOME FUND | P | 2000-01-01 | 2023-11-20 | $12,570 | $14,819 | -$2,249 | -$2,249 |
| PACE SM/MED CO VALUE FUND | P | 2000-01-01 | 2023-11-20 | $278 | $300 | -$22 | -$22 |
| Capital Gain Dividends | $262,311 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $231,539 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,186 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,186 | SubtotalAmt |
| Tax Based On Investment Income | $4,186 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,480 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,480 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $149 | EsPenaltyAmt |
| Overpayment | $1,145 | OverpaymentAmt |
| Applied To ES Tax | $1,145 | 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 | www.canyoncityfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARILYN GRINSDALE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6263349321 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 429 | AddressLine1Txt |
| City | AZUSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91702 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ELAINE DOMINQUEZ | ||||||
| PO BOX 429 | AZUSA | CA | 91702 | Director | 1.00 | $0 |
| MAUREEN TAYLOR | ||||||
| PO BOX 429 | AZUSA | CA | 91702 | Secretary | 1.00 | $0 |
| LINDA YI | ||||||
| PO BOX 429 | AZUSA | CA | 91702 | Director | 1.00 | $0 |
| MILES ROSEDALE | ||||||
| PO BOX 429 | AZUSA | CA | 91702 | President | 5.00 | $0 |
| MARILYN GRINSDALE | ||||||
| PO BOX 429 | AZUSA | CA | 91702 | Treasurer | 5.00 | $0 |
| 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 | $3,131,211 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $104,476 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,235,687 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,235,687 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,535 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,187,152 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $159,358 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $159,358 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,186 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,186 | TotalTaxAmt |
| Distributable Before Adj | $155,172 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $155,172 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $155,172 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $181,919 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $181,919 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $155,172 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $26,217 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $33,785 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $63,303 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $123,305 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $181,919 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $155,172 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,747 | RemainingDistriFromCorpusAmt |
| Total Corpus | $150,052 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $150,052 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $26,217 | ExcessFromYear3Amt |
| Excess From Year2 | $33,785 | ExcessFromYear2Amt |
| Excess From Year1 | $63,303 | ExcessFromYear1Amt |
| Excess From Current Year | $26,747 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CANYON CITY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 429 | AddressLine1Txt |
| City | AZUSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6263349321 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS MUST INCLUDE THE FOLLOWING WITH RESPECT TO THE ORGANIZATIONS PROFILE:Organizations name, address, phone number, email and website address, and tax identification number of the organization, if applicable. A listing of staff members and their qualifications, the organizations contact person, title and contact information, including residential address. A listing of the board of directors with qualifications and home addresses. A description of the identify of the group(s) served. The amount requested and a description of the Organizations history. NEW PROGRAM DESCRIPTIONDescribe how the proposed new program will create or increase the communitys self sufficiency and/or capacity. Provide the rationale for how this new program will complement your current programmatic offerings. Describe the population to be served by the new program. Identify the anticipated number of clients to be served. Describe the location of the program to be offered, a listing of entities in the partn | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | June 30 | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Foundations mission is to promote social welfare, education and the arts. Its mission will be achieved by providing support to nonprofit charitable organizations and government entities which provide services to the residents of Azusa. The programs for social welfare, education and the arts may include, but are not limited to, those projects which encompass cultural and/or recreational components. The Foundation recognizes that its funding is limited and the needs of the Azusa community are larger than the Foundations ability to directly serve. Thus, the Foundation will give first priority to projects that increase community self-sufficiency and capacity. Teaching people how to fish will be given preference over providing fish. For example, community capacity may be developed by encouraging new leadership, enhancing volunteerism, expanding fundraising, strengthening partnerships, creating new sustainable programs and other ways of helping people help themselves. Building on Azusas | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NEIGHBORHOOD HOMEWORK HOUSE | |||||||
| PO BOX 0993 | AZUSA | CA | 91702 | NONE | PC | PROVIDE TUTORING SERVICES | $50,000 |
| CITY OF AZUSA - LIBRARY | |||||||
| 213 E FOOTHILL BLVD | AZUSA | CA | 91702 | NONE | GOV | SUPPORT LIBRARY SERVICES | $90,000 |
| AZUSA PACIFIC UNIVERSITY | |||||||
| 901 E ALOSTA AVE | AZUSA | CA | 91702 | NONE | PC | EDUCATIONAL | $9,794 |
| AZUSA ROTARY FOUNDATION | |||||||
| PO BOX 65 | AZUSA | CA | 91701 | NONE | PC | BUSINESS DEVELOPMENT | $1,000 |
| 4C LAB | |||||||
| 118 1/2 SYCAMORE PARK DR | LOS ANGELES | CA | 90031 | NONE | PC | PROVIDE EXPOSURE TO THE ARTS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $175,794 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,676 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,573 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $231,539 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REAL ESTATE ASSESSMENTS | Desc |
| Related Or Exempt Function Incm | $192,680 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $90,249 | ExclusionAmt |
| Related Or Exempt Function Incm | $424,219 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $514,468 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,025 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,025 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ADVERTISING | $18,128 | $18,128 | |
| BOARD MEETINGS/EVENTS | $1,520 | $1,520 | |
| COMMUNITY OUTREACH | $800 | $800 | |
| DUES & SUBSCRIPTIONS | $270 | $270 | |
| INSURANCE | $1,530 | $1,530 | |
| POSTAGE | $644 | $612 | $32 |
| SUPPLIES | $60 | $57 | $3 |
| WEBSITE MAINTENANCE | $413 | $413 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REAL ESTATE ASSESSMENTS | Desc |
| Revenue And Expenses Per Books | $192,680 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONTRACT SERVICES | $61,250 | $0 | $55,125 | $6,125 |
| INVESTMENT MGMT FEES | $20,634 | $20,634 | $0 | $0 |
| LEGAL FEES | $242,221 | $0 | $242,221 | $0 |
| TRACKING FEES | $18,264 | $0 | $18,264 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| CALIFORNIA FILING FEES | $100 | $100 |
| FEDERAL INCOME TAX | $5,087 | $5,087 |