DONEGAN-BURNS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DONEGAN-BURNS FOUNDATION (EIN 20-1760871)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-23
- IRS object ID
- 202241139349100704
- Schema version
- 2021v4.0
- 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
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-23T14:17:18-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953508833 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Denis O Hettinger Accty Corp | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24601 Mandeville Dr | AddressLine1Txt |
| City | Laguna Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92653 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201760871 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONEGAN BURNS FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CO BETTYE GUERIN BURNS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONE | BusinessNameControlTxt |
| Phone | 9496435317 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35766 S LEMON ROCK CT | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85739 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETTYE LOU GEURIN BURNS | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2022-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BETTYE LOU GEURIN | PersonFirstNm |
| Person Last | BURNS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENIS O HETTINGER | PreparerPersonNm |
| PTIN | P01227743 | PTIN |
| Phone | 9496435317 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,348,054 | 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 | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $181,478 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $181,478 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $181,478 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$124,973 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $367,391 | GrossSalesPriceAmt |
| Total Rev And Expnss | $56,510 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $181,483 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $181,483 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $60,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $60,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,985 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,985 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,985 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,400 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,400 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,400 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,734 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,734 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,734 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55,530 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55,530 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $55,530 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $139,149 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $139,149 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $139,149 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $332,452 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $332,452 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $471,601 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $139,149 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $471,601 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$415,091 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,334 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $181,483 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,706 | CashBOYAmt |
| Cash EOY | $31,644 | CashEOYAmt |
| Cash EOYFMV | $31,644 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $65,448 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,024 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,024 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $6,941 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,353 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,353 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $4,101,768 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,764,986 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,912,820 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $387,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $337,500 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $368,213 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,762 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $3,762 | LandBOYAmt |
| Land EOY | $3,762 | LandEOYAmt |
| Total Assets BOY | $4,589,125 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,173,269 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,348,054 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $765 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $765 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,588,360 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,173,269 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,588,360 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,173,269 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,589,125 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,173,269 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,588,360 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$415,091 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,173,269 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,173,269 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MORGAN STANLEY | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2021-01-01 | AcquiredDt |
| Sold | 2021-01-01 | SoldDt |
| Gross Sales Price | $367,391 | GrossSalesPriceAmt |
| Cost Or Other Basis | $492,364 | CostOrOtherBasisAmt |
| Gain Or Loss | -$124,973 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$124,973 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$124,973 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$124,973 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $588 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $588 | SubtotalAmt |
| Tax Based On Investment Income | $588 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,941 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,941 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,353 | OverpaymentAmt |
| Applied To ES Tax | $6,353 | 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 | false | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENIS HETTINGER CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9496435317 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24601 MANDEVILLE DR | AddressLine1Txt |
| City | LAGUNA HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92653 | 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 |
|---|---|---|---|---|---|---|
| MARIANELA KYLE | ||||||
| 31908 JIMDORA WAY | BONSALL | CA | 92003 | Secretary | 0.00 | $0 |
| BETTYE LOU GEURIN BURNS | ||||||
| 35766 S LEMON ROCK CT | TUSCON | AZ | 85739 | President & CEO | 40.00 | $60,000 |
| DEBORAH HUMPHRIES | ||||||
| 29077 BULVERDE RD | SAN ANTONIO | TX | 78260 | Director | 0.00 | $0 |
| JUSTIN BALLOU | ||||||
| 1647 FAIRWAY DR | CORONA | CA | 92883 | Director | 0.00 | $0 |
| DENIS O HETTINGER | ||||||
| 24601 MANDEVILLE DR | LAGUNA HILLS | CA | 92653 | CFO | 0.00 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $588 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $588 | TotalTaxAmt |
| Distributable Before Adj | $588 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $588 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $471,601 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $471,601 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $471,601 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $471,601 | RemainingDistriFromCorpusAmt |
| Total Corpus | $471,601 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $471,601 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $471,601 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| RISE Therapeutic Equestrin Center | |||||||
| 23165 Bat Cave Road | San Antonio | TX | 78266 | NONE | PC | CHARITY | $22,150 |
| CORNERSTONE Riding Center | |||||||
| 3105 Ryan Drive | Escondido | CA | 92025 | NONE | PC | CHARITY | $33,012 |
| RISE ABOVE DISABILITY | |||||||
| 15529 Sycamore Canyon Road | Poway | CA | 92064 | NONE | EOF | EDUCATION | $30,000 |
| REINS | |||||||
| 4461 S MISSION ROAD | FALLBROOK | CA | 92028 | NONE | PC | CHARITY | $37,400 |
| FIRST TEE IMG Academy | |||||||
| 5650 Bollettieri Blvd | Bradenton | FL | 34210 | NONE | EOF | EDUCATION | $20,000 |
| TEE UP FOR THE TROOPS | |||||||
| co Vist Valley Country Club | Vista | CA | 92084 | NONE | PC | CHARITY | $5,000 |
| NDR Therapeutic Riding | |||||||
| 3659 Pedley Ave | Norco | CA | 92860 | NONE | PC | CHARITY | $29,890 |
| Military Officers Association of Am | |||||||
| 201 North Washington St | Alexandria | VA | 22314 | NONE | EOF | EDUCATION | $10,000 |
| ABC FOUNDATION | |||||||
| 3131 Market St | San Diego | CA | 92102 | NONE | CHARITABLE | $5,000 | |
| THERAPEUDIC RIDING OF TUCSON | |||||||
| 8920 EAST WOODLAND RD | TUCSON | AZ | 85749 | NONE | EDUCATION | $120,000 | |
| EWGA OF SAN ANTONIO TX | |||||||
| P O BOX 701176 | SAN ANTONIO | TX | 78210 | NONE | CHARITABLE | $10,000 | |
| CONNECT MED | |||||||
| 7040 AVENIDA ENCINAS | CARLSBAD | CA | 92008 | NONE | EOF | CHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $332,452 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Related Or Exempt Function Incm | $5 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Related Or Exempt Function Incm | $181,478 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$124,973 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VICTIM WITNESS PROGRAM | Desc |
| Exclusion | 1 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $56,510 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,510 | 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 | 11(a) | LineNumberTxt |
| Relationship Statement | ONE TIME EVENT - DEATH OF FOUNDER HELEN DONEGAN | RelationshipStatementTxt |
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) |
|---|---|---|
| Amt | $5,500 | Amt |
| Net Investment Income | $5,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,500 | DisbursementsCharitablePrpsAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $3,762 | CostOrOtherBasisAmt |
| Book Value | $3,762 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $5,985 | LegalFeesAmt |
| Net Investment Income | $5,985 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,985 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUITY PAYMENTS | $50,000 | $50,000 | $50,000 |
| CALIFORNIA FILING FEES | $25 | $25 | $25 |
| MISCELLANEOUS | $76 | $76 | $76 |
| SEMINAR PRESENTATION | $4,038 | $4,038 | $4,038 |
| TELEPHONE | $1,391 | $1,391 | $1,391 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DIRECTOR FEES | $6,000 | $6,000 | $0 | $6,000 |
| SECRETARY FEE | $400 | $400 | $0 | $400 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON DIVIDENDS | $1,526 | $1,526 | $1,526 |
| PAYROLL | $4,208 | $4,208 | $4,208 |