DORENE AND LEE BUTLER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DORENE AND LEE BUTLER FAMILY FOUNDATION (EIN 47-0816345)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-24
- IRS object ID
- 202321449349100727
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-24T12:45:57-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Labenz & Associates LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8555 Pioneers Boulevard | AddressLine1Txt |
| City | Lincoln | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470816345 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORENE AND LEE BUTLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LISA BUTLER HERRING | InCareOfNm |
| Business Name Control | DORE | BusinessNameControlTxt |
| Phone | 4356404556 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 Crystal Avenue | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92662 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lisa Butler Herring | PersonNm |
| Person Title | Officer | PersonTitleTxt |
| Phone | 4356404556 | PhoneNum |
| Signature | 2023-05-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Lisa | PersonFirstNm |
| Person Last | Butler Herring | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Vonita L Wood | PreparerPersonNm |
| PTIN | P00415828 | PTIN |
| Phone | 4024378383 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,414,981 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $100,368 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,368 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,125 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $413,302 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $87,243 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $100,368 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $5,995 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,998 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,997 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $64 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $64 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,307 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,307 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $29,316 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,316 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $45,682 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,685 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,997 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $203,894 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $203,894 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $249,576 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,685 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $210,891 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$162,333 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,683 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,486 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,857 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,857 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,794,363 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,685,639 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,328,112 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,007,555 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $968,520 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,019,012 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,306 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,306 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $2,822,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,722,016 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,414,981 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $61,945 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $61,945 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,822,404 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,660,071 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,822,404 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,660,071 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,822,404 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,722,016 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,822,404 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$162,333 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,660,071 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,660,071 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| D A DAVIDSON | P | 2022-01-31 | 2022-12-31 | $758 | $781 | -$23 | -$23 |
| D A DAVIDSON | P | 2021-01-01 | 2022-12-31 | $412,544 | $425,646 | -$13,102 | -$13,102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,125 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$23 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $871 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $871 | SubtotalAmt |
| Tax Based On Investment Income | $871 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,299 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,299 | TotalPaymentsAndCreditsAmt |
| Overpayment | $428 | OverpaymentAmt |
| Applied To ES Tax | $428 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | NE | 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 | LISA BUTLER HERRING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4356404556 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 CRYSTAL AVENUE | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92662 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE LEE BUTLER | ||||||||
| 2869 Combs Ferry Road | Winchester | KY | 40391 | SECRETARY/TREAS/DIR- AS NEEDED | 0 | $0 | $0 | $0 |
| LISA BUTLER HERRING | ||||||||
| 201 Crystal Avenue | Newport Beach | CA | 92662 | President-TIME AS NEEDED | 0 | $8,000 | $0 | $0 |
| BRETT LEE BUTLER | ||||||||
| 2869 Combs Ferry Road | Winchester | KY | 40391 | DIRECTOR- TIME AS NEEDED | 0 | $0 | $0 | $0 |
| PATRICIA DAWN BUTLER | ||||||||
| 2869 Combs Ferry Road | Winchester | KY | 40391 | DIRECTOR-TIME AS NEEDED | 0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NONE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NONE | AddressLine1Txt |
| City | NONE | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | 0 | ServiceTypeTxt |
| Compensation | $0 | CompensationAmt |
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 | $3,550,045 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,727 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,586,772 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,586,772 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,802 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,532,970 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $176,649 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $176,649 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $871 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $871 | TotalTaxAmt |
| Distributable Before Adj | $175,778 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $175,778 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $175,778 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $210,891 | 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 | $210,891 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $175,778 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $48,228 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $73,882 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $107,974 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $58,647 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $134,894 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $423,625 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $210,891 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $175,778 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,113 | RemainingDistriFromCorpusAmt |
| Total Corpus | $458,738 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $48,228 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $410,510 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $73,882 | ExcessFromYear4Amt |
| Excess From Year3 | $107,974 | ExcessFromYear3Amt |
| Excess From Year2 | $58,647 | ExcessFromYear2Amt |
| Excess From Year1 | $134,894 | ExcessFromYear1Amt |
| Excess From Current Year | $35,113 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LEE BUTLER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Lisa Butler Herring | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 Crystal Avenue | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92662 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4356404556 | RecipientPhoneNum |
| Form And Info And Materials | SEE SAMPLE GRANT APPLICATION, PDF ATTACHMENT A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LAGUNA BEACH SENIORS INC | |||||||
| 380 THIRD STREET | LAGUNA BEACH | CA | 92651 | NONE | PC | TO FURTHER PROGRAMS OF THE ORGANIZATION. | $10,000 |
| SANCTUARY SPRINGS INC | |||||||
| 2869 Combs Ferry Road | Winchester | KY | 40391 | NONE | PC | TO FURTHER PROGRAMS OF THE organization. | $155,250 |
| Ronald McDonald House Charities Bay Area | |||||||
| 520 Sand Hill Road | Palo Alto | CA | 94304 | None | PC | To further programs of the organization. | $1,064 |
| Adventurers and Scientists for Conservation | |||||||
| PO Box 1834 | Bozeman | MT | 59771 | None | PC | To further programs of the organization. | $1,040 |
| Park City Community Foundation | |||||||
| P O Box 681499 | Park City | UT | 84068 | None | PC | To further programs of the organization. | $25,000 |
| San Francisco Food Bank | |||||||
| 900 Pennsylvania Avenue | San Francisco | CA | 94107 | None | PC | To further programs of the organization. | $515 |
| LexArts Inc | |||||||
| 161 North Mill Street | Lexington | KY | 40507 | None | PC | To further programs of the organization. | $6,500 |
| Make A Wish | |||||||
| 1702 East Highland Avenue Suite 40 | Phoenix | AZ | 85016 | None | PC | To further programs of the organization. | $525 |
| Park City Performances dba Egyptian Theatre | |||||||
| PO Box 3119 | Park City | UT | 84060 | None | PC | To further programs of the organization. | $2,500 |
| SIERRA WATCH | |||||||
| 408 BROAD STREET 12 | NEVADA CITY | CA | 95959 | None | PC | To further programs of the organization. | $1,000 |
| Twin Cities Pride | |||||||
| 2021 E Hennepin Avenue No 402-7 | Minneapolis | MN | 55413 | None | PC | To further programs of the organization. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $203,894 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,368 | 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 | -$13,125 | 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 | $87,243 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $87,243 | 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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt |
|---|---|---|---|---|
| TELEPHONE | 2004-06-01 | $196 | $98 | M5 |
| COMPUTER | 2004-10-18 | $922 | $461 | M5 |
| PRINTER | 2009-03-09 | $415 | $415 | M5 |
| COMPUTER | 2011-01-04 | $1,264 | $0 | M5 |
| CABINETS | 2013-09-30 | $9,509 | $4,754 | M7 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS COMMON STOCKS | $1,685,639 | $2,328,112 |
| VARIOUS PREFERRED STOCKS | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VARIOUS OTHER SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $968,520 | BookValueAmt |
| EOYFMV | $1,019,012 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|
| TELEPHONE | $196 | $196 |
| COMPUTER | $922 | $922 |
| PRINTER | $415 | $415 |
| COMPUTER | $1,264 | $1,264 |
| CABINETS | $9,509 | $9,509 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MISCELLANEOUS | $550 | $550 |
| INVESTMENT FEES | $28,766 | $28,766 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Non deductible expense refund | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $5,995 | Amt |
| Net Investment Income | $2,998 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,997 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $1,307 | $1,307 |
| 2021 FORM 990-PF EXTENSION | $1,000 |