STRATEGY STUDIO / PUBLIC DATA EXPLORER

FREDA B RUNYON FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FREDA B RUNYON FOUNDATION (EIN 47-0899284)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-03-23
IRS object ID
202110829349100121
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-03-23T19:23:32-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN853044174PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1OWEN & REIKEN CPAS APCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1301 NATOMA ST STE 104AddressLine1Txt
CityFOLSOMCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95630ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN470899284EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FREDA B RUNYON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFREDBusinessNameControlTxt
Phone5303068464PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 843AddressLine1Txt
CityEL DORADOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95623ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHARON BECKETTPersonNm
Person TitleSecretaryPersonTitleTxt
Signature2021-03-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSHARONPersonFirstNm
Person LastBECKETTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANN MARIE OWENPreparerPersonNm
PTINP00286443PTIN
Phone5308719696PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,268,232FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$140,758DividendsRevAndExpnssAmt
Dividends Net Invst Incm$140,758DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$83,028NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,924,326GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$83,028CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$223,786TotalRevAndExpnssAmt
Total Net Invst Incm$223,786TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$89,250CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$3,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$86,250CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$3,750OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$3,750OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$7,030LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$7,030LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,755AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$12,755AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$18,158OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,158OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$9,643TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,446TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$7,197TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,593OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$1,593OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$142,179TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,604TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$118,575TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$82,323ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$82,323ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$224,502TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,604TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$200,898TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$716ExcessRevenueOverExpensesAmt
Net Investment Income$200,182NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$27,827CashEOYAmt
Cash EOYFMV$27,827CashEOYFMVAmt
Sav And Temp Cash Invst BOY$29,475SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$40,687SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$40,687SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$80,000USGovernmentObligationsBOYAmt
Corporate Stock BOY$852,465CorporateStockBOYAmt
Corporate Stock EOY$775,492CorporateStockEOYAmt
Corporate Stock EOYFMV$1,108,933CorporateStockEOYFMVAmt
Corporate Bonds BOY$497,556CorporateBondsBOYAmt
Other Investments BOY$2,379,830OtherInvestmentsBOYAmt
Other Investments EOY$2,896,862OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,090,785OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,839,326TotalAssetsBOYAmt
Total Assets EOY$3,740,868TotalAssetsEOYAmt
Total Assets EOYFMV$4,268,232TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,839,326NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$3,839,326TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,740,868TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,839,326TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,740,868TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,839,326TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$716ExcessRevenueOverExpensesAmt
Subtotal$3,838,610SubtotalAmt
Other Decreases$97,742OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,740,868TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEE ATTACHED-1345P2020-01-012020-12-31$5,760$5,339$421$421
SEE ATTACHED-1345P2019-08-012020-07-10$2,024$2,024
SEE ATTACHED-1345P2019-03-042020-03-20$52,669$64,013-$11,344-$11,344
SEE ATTACHED-1345P2019-06-032020-06-24$7,292$7,289$3$3
SEE ATTACHED-4371P2019-10-012020-08-21$14,385$16,624-$2,239-$2,239
SEE ATTACHED-4371P2018-07-022020-03-24$327,060$386,887-$59,827-$59,827
SEE ATTACHED-6264P2020-01-012020-11-09$104,227$100,250$3,977$3,977
SEE ATTACHED-6264P2020-01-012020-12-10$398,176$393,979$4,197$4,197
SEE ATTACHED-6264P2018-01-012020-12-31$1,316,887$1,227,135$89,752$89,752
SEE ATTACHED-6264P2018-12-032020-06-30$682,482$637,758$44,724$44,724
CAPITAL GAIN DISTRIBUTIONSP2018-01-012020-12-31$13,364$13,364$13,364
FieldValueIRS element (for citing)
Capital Gain Net Income$83,028CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,783InvestmentIncomeExciseTaxAmt
Subtotal$2,783SubtotalAmt
Tax Based On Investment Income$2,783TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,906EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,906TotalPaymentsAndCreditsAmt
Overpayment$1,123OverpaymentAmt
Applied To ES Tax$1,123AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SHARON J BECKETTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5303068464PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12814 LOON COURTAddressLine1Txt
CityCAMERON PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95682ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
BELEN BRAKE
PO BOX 843EL DORADOCA95623CEO5.00$35,625
SHARON BECKETT
PO BOX 843EL DORADOCA95623Secretary5.00$35,625
KAILE BRAKE
PO BOX 843EL DORADOCA95623Chairman3.00$18,000
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,903,876AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$57,115AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,960,991TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,960,991AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$59,415CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,901,576NetVlNoncharitableAssetsAmt
Minimum Investment Return$195,079MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$195,079MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,783TaxBasedOnInvestmentIncomeAmt
Total Tax$2,783TotalTaxAmt
Distributable Before Adj$192,296DistributableBeforeAdjAmt
Distributable Before Ded$192,296DistributableBeforeDedAmt
Distributable As Adjusted$192,296DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$200,898ExpensesAndContributionsAmt
Qualifying Distributions$200,898QualifyingDistributionsAmt
Adjusted Qualifying Distri$200,898AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$192,296DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$56,622ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,665ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$67,287TotalExcessDistributionCyovAmt
Qualifying Distributions$200,898QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$192,296AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,602RemainingDistriFromCorpusAmt
Total Corpus$75,889TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$75,889ExcessDistriCyovToNextYrAmt
Excess From Year2$56,622ExcessFromYear2Amt
Excess From Year1$10,665ExcessFromYear1Amt
Excess From Current Year$8,602ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SENIORS FIRST-PLACER COUNTY
12183 LOCKSLEY LANE STE 205AUBURNCA95602Support for Seniors including hot meals, rides to important appointments, friendly visitors, information and assistance, recreational activities, and respite care.$5,000
HANDS 4 HOPE
3941 PARK DRIVE SUITE 20-264EL DORADO HILLSCA95762Center for youth expanded to Placerville. Hands for Hope inspire and empower youth in leadership and service.$5,000
SOS OUTREACH
PO BOX 348000SACRAMENTOCA95834Changing young lives, building character and leadership in underserved kids through mentoring. Giving experiences are through outdoor programs.$3,000
ASSISTANCE LEAGUE SIERRA
2201 FRANCISCO DRIVE SUITE 140-249EL DORADO HILLSCA95762Is an all-volunteer, nonprofit organization transforming lives and strengthening our community through philanthropic programs in El Dorado County.$1,500
TWIN LAKES FOOD BANK
327 MONTROSE DRIVEFOLSOMCA95630Serving the city of Folsom and surrounding areas.$5,000
HUMANITARIAN ACTION NETWORK INC
PO BOX 246835SACRAMENTOCA95824Provides direct homeless support to people in need in Sacramento and surrounding areas.$3,500
POWERHOUSE MINISTRIES
PO BOX 1611FOLSOMCA95763Providing needed items to those who cannot afford children's toys, clothes and other essential items during the Christmas season.$5,000
UPPER ROOM DINING HALL
PO BOX 484PLACERVILLECA95667Loads of Love laundry room project serving El Dorado Countys homeless population. Laundry room for guests to use. Upper Room serves an average of 150 meals each day. Upper Room partners with organizations to provide wound care, medical advice, legal aid, referrals to recovery programs, and other resources key for healthy living.$4,328
OPERATION SHIELDS UP CO CSERF
5380 ELVAS AVENUESACRAMENTOCA95819Manufactured face shields to help healthcare workers in our community working on the front lines of the COVID-19 pandemic.$5,000
FAMILY MEAL SACRAMENTO
1219 DEL PASO BLVDSACRAMENTOCA95815Family meal is a chef-driven initiative to mobilize restaurants as micro-commissaries to create meals for people in need. Contribution not only feeds people in need but also benefits everyone in the food service supply chain during the COVID-19 pandemic shut downs. Restaurants utilize the donation to keep staff on payroll and order supplies from local farmers and purveyors in the farm to fork capital of the world.$5,500
NEW MORNING YOUTH AND FAMILY SERVICES
6765 GREEN VALLEY ROADPLACERVILLECA95667Shelter and support for vulnerable children and families in El Dorado County.$2,500
SUICIDE PREVENTION SACRAMENTO
120 WALL STREET 29TH FLOORNEW YORKNY10005Mission is saving lives and bringing hope to those affected by suicide.$1,500
CHILD CREATIVITY LAB
1815 E WILSHIRE AVE 906SANTA ANACA92705Mission is to foster the next generation of critical thinkers, problem solvers, innovators and leaders through hands on creativity enhancing exploration. With schools closed the need for this program is greater than ever. Contracting with community centers in need of enrichment activities.$1,000
KELLIS COOKIES - FOR GOODNESS BAKES
605 DOUGLAS BLVDROSEVILLECA95678Mission is to mentor, employ and inspire foster and at risk youth in the greater Placer and Sacramento regions, empowering them to achieve independence as well as financial and social prosperity.$2,000
MJS PROJECT
3450 PALMER DRIVE 4CAMERON PARKCA95682Mission is to provide basic life essentials to teens in need so that they are not without, bullied or truant. Provides school closets with essentials for students to easily acess.$1,500
ARC WAKAMATSU FARM
PO BOX 562COLOMACA95613272 acre property is the landmark site of the Wakamatsu Tea and silk Farm Colony. The first Japanese immigrant group settled and planted their roots at Wakamatsu Farm on June 8th 1869. ARC Wakamatsu Farm needed funding for a remote interpretive series. This series is for remote educational tools to substitute and supplement for live field trips and docent training at Wakamatsu Farm.$3,500
FIELD OF DREAMS INC
PO BOX 217COLUSACA95932This organization supports veterans in the military, their families and special needs kids.$4,000
EL DORADO COUNTY CHAMBER OF COMMERCE
542 MAIN STPLACERVILLECA95667Traditional Highway 50 adopt a Holiday Tree. Christmas trees needed to decorate highway 50. It gives much needed joy to our community and travelers. Donation goes toward the purchase of trees. Trees were donated in the past but the growers association can no longer support this due to the economy.$500
ALL ABOUT EQUINE ANIMAL RESCUE INC
2201 FRANCISCO DRIVE SUITE 140-174EL DORADO HILLSCA95762Animal Rescue program. Request for funding for a defibrillator machine and CPR/First Aid/AED training for AAEs shift leads.$2,495
SPECIAL OLYMPICS NORCAL
3480 BUSKIRK AVE 340PLEASANT HILLCA94523Transforming lives through the joy of sport. Funding from the State of California has reduced dramatically.$3,000
TOMMY APOSTOLOS FUND
PO BOX 291ROSEVILLECA95661Provide over 500 children each year with much needed clothing, shoes and essentials. Fund volunteers coordinate child selection with local school districts. Teachers and staff identify and submit these children to the Tommy Apostolos Fund for consideration. A shopping event is then arranged directly with the parent/guardian of the student.$2,000
MORE
399 PLACERVILLE DRPLACERVILLECA95667Mother Lode Rehabilitation Enterprises Inc. requested funding for a Greenhouse in the Garden Plaza. The Greenhouse will provide new training in horticulture and provide their clients with paid work.$8,000
UNION GOSPEL MISSION
400 BANNON STSACRAMENTOCA95811Feeding the homless and helping people to rebuild their lives physically, emotionally and spiritually.$2,500
SALVATION ARMY SAC DEL ORO DIVISION
PO BOX 348000SACRAMENTOCA95834Serving the Sacramento region with essential needs and services.$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$82,323TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$140,758ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$83,028RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$140,758ExclusionAmt
Related Or Exempt Function Incm$83,028RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$223,786TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryANNUAL TAX RETURN PREP, ANNUAL MEETINGCategoryTxt
Amt$12,755Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$12,755DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryANNUAL MEETING, MINUTES, RESOLUTIONSCategoryTxt
Legal Fees$7,030LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$7,030DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO BEGINNING BALANCE SHEET TO COST BASISDesc
Amt$97,742Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$507$507
PAYROLL PROCESSING FEES$1,086$1,086

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryASSET MANAGEMENT FEESCategoryTxt
Amt$18,158Amt
Net Investment Income$18,158NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX PAID$2,097$2,097
FOREIGN INCOME TAX$47$47
PAYROLL TAX$7,499$302$7,197