FELLNER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FELLNER FAMILY FOUNDATION (EIN 86-1930992)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-08
- IRS object ID
- 202331289349103828
- 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
- Accounting Fees Schedule
- Acty Not Previously Rpt Expln
- Other Assets Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-08T14:08:28-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 473812099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kevin Wong CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 E foothill blvd ste 202 | AddressLine1Txt |
| City | arcadia | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91006 | 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 | 861930992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FELLNER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FELL | BusinessNameControlTxt |
| Phone | 3108011597 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27870 TAMARA DR | AddressLine1Txt |
| City | YORBA LINDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92887 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD W FELLNER | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2023-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD W | PersonFirstNm |
| Person Last | FELLNER | 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 | KEVIN WONG | PreparerPersonNm |
| PTIN | P01421794 | PTIN |
| Phone | 6262474339 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $10,579 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $14,643 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Total Rev And Expnss | $14,644 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,148 | AccountingFeesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,586 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,390 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,898 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $11,199 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,632 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,589 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,632 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,589 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,893 | CashBOYAmt |
| Cash EOY | $2,883 | CashEOYAmt |
| Cash EOYFMV | $2,883 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,110 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,111 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,111 | SavAndTempCashInvstEOYFMVAmt |
| Inventories BOY | $1,596 | InventoriesBOYAmt |
| Inventories EOY | $2,584 | InventoriesEOYAmt |
| Inventories EOYFMV | $2,584 | InventoriesEOYFMVAmt |
| Other Assets BOY | $21 | OtherAssetsBOYAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,620 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,579 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,579 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $115 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $204 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $142 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $257 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $204 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,363 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $10,375 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,363 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,375 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,620 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,579 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,363 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,375 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,375 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | Yes (true) | 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 | Yes (true) | 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.FELLNERFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD W FELLNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3108011597 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27870 TAMARA DR | AddressLine1Txt |
| City | YORBA LINDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92887 | 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 | Yes (true) | 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 |
|---|---|---|---|---|---|---|
| AMELIA FELLNER | ||||||
| 27870 TAMARA DR | YORBA LINDA | CA | 92887 | President | 10.00 | $0 |
| RICHARD W FELLNER | ||||||
| 27870 TAMARA DR | YORBA LINDA | CA | 92887 | Treasurer | 20.00 | $0 |
| PRISCILLA FELLNER-VARGAS | ||||||
| 27870 TAMARA DR | YORBA LINDA | CA | 92887 | Director | 1.00 | $0 |
| RICHARD A FELLNER | ||||||
| 27870 TAMARA DR | YORBA LINDA | CA | 92887 | Director | 1.00 | $0 |
| CARMELA ZARAGOZA | ||||||
| 27870 TAMARA DR | YORBA LINDA | CA | 92887 | Director | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Foundation determined that St. Linus School in Norwalk, California has one of the highest needs based on average family income, and the school did not currently have a weekend food program. The Foundation contacted the principal of St. Linus to determine if the school would endorse this program of the Foundation. After endorsing the program, the principal determined the 24 children at risk of going hungry over the weekend, and submitted the names to the Foundation for final approval. The children were in grades Kindergarten through 8. Highest need is based on family income versus the poverty level. Parents/guardians of children who were approved by the Foundation to receive the weekend food completed a registration form and submitted it to the Foundation. After determining a balanced, nutritious food menu, the Foundation researched the best prices, purchased, sorted, and bagged the food. The Foundation delivered the bags of food to the students every Friday before school was dismis | Description1Txt |
| Expenses1 | $1,851 | Expenses1Amt |
| Description2 | The Foundation determined that St. Linus School in Norwalk, California has one of the highest needs based on average family income, and the school did not currently have a school supplies program. The Foundation contacted the principal of St. Linus to determine if the school would endorse this program of the Foundation. After endorsing the program, the principal determined the 34 children with the highest need, and submitted the names to the Foundation for final approval. The children were in grades Kindergarten through 8. Highest need is based on family income versus the poverty level. Parents/guardians of children who were approved by the Foundation to receive the backpack filled with supplies completed a registration form and submitted it to the Foundation in July. Registration ensured the Foundation had the correct number of backpacks and grade-appropriate supplies. The Foundation received, from the teachers, grade-appropriate school supplies lists, and after researching the best p | Description2Txt |
| Expenses2 | $5,156 | Expenses2Amt |
| Description3 | The Foundation determined that Holy Family Catholic Church in Marikina City, Philippines had one of the highest needs based on average family income. The Foundation contacted the Pastoral Council and found that they were very interested in this assistance program. The Foundation received from the Pastoral Council recommendations for 201 children in need of assistance for school supplies and approved them all. The children were in grades Kindergarten through 10. Parents/guardians of children who were approved by the Foundation to receive the backpack filled with supplies completed a registration form and submitted it to the Foundation in January. Due to poverty, a majority of children also needed school shoes, so a Shoe Drive was conducted and 77 gently used sneakers were donated and 124 shoes were purchased new. Depending on price, some supplies were purchased in the United States, boxed, and shipped to the Philippines, and others were purchased directly in the Philippines. The preside | Description3Txt |
| Expenses3 | $5,770 | Expenses3Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,622 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,622 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,622 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,523 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $326 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,589 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,589 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2021-06-03 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1 | CurrentYearAmt |
| Total | $1 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1 | CurrentYearAmt |
| Total | $1 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,589 | CurrentYearAmt |
| Year1 | $3,320 | Year1Amt |
| Total | $15,909 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,589 | CurrentYearAmt |
| Year1 | $3,320 | Year1Amt |
| Total | $15,909 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $217 | CurrentYearAmt |
| Year1 | $371 | Year1Amt |
| Total | $588 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | AMELIA FELLNER | ContributingManagerNm |
| Contributing Manager | RICHARD W FELLNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1 | 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 | RICHARD W AND AMELIA FELLNER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27870 TAMARA DR | AddressLine1Txt |
| City | YORBA LINDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92887 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $12,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,148 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Acty Not Previously Rpt Expln ActyNotPreviouslyRptExpln
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Board of Directors approved the Foundation extending its charitable activities, consistent with the exempt purposes of the Foundation, abroad to the Philippines. The US Treasury department's Office of Foreign Assets Control (OFAC) website was reviewed to ensure the Philippines was not on the list of sanctioned countries. See STATEMENT 9 of this form for a detailed description of these charitable activities performed in the Philippines. The management of these charitable activities and maintaining of expenditure responsibility was performed by officers at the main office of the Foundation in Yorba Linda, California (USA). Volunteers in the Philippines were family members of the president of the Foundation. The president traveled to the Philippines to train, supervise and work with the volunteers in performing these charitable activities. | ExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXPENSES | Desc |
| BOY Book Value | $21 | BOYBookValueAmt |
| EOY Book Value | $1 | EOYBookValueAmt |
| EOYFMV | $1 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK SERVICE CHARGE | $51 | |
| HOLY FAMILY SUPPLIES DONATION | $3,886 | $3,886 |
| INTERNET SERVICE | $57 | |
| MISCELLANEOUS EXPENSE | $45 | $45 |
| OFFICE EXPENSES | $631 | $100 |
| PHONE SERVICE | $60 | |
| POSTAGE AND SHIPPING | $435 | $435 |
| ST LINUS FOOD DONATION | $1,659 | $1,659 |
| ST LINUS SCHOOL SUPPLIES DONATION | $5,074 | $5,074 |