CORWIN D DENNEY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CORWIN D DENNEY FOUNDATION (EIN 23-7015087)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-12
- IRS object ID
- 202132249349100013
- Schema version
- 2020v4.1
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-12T12:49:17-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861400078 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERGREEN ALLIANCE PROFESSIONAL CORP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4332 CERRITOS AVE SUITE A105 | AddressLine1Txt |
| City | LOS ALAMITOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90720 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237015087 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CORWIN D DENNEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DENN | BusinessNameControlTxt |
| Phone | 5624368800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 E SPRING ST NO 200 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M LAWRENCE LALLANDE | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 5624368800 | PhoneNum |
| Signature | 2021-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | M | PersonFirstNm |
| Person Last | LAWRENCE LALLANDE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA CHRISTIANSEN | PreparerPersonNm |
| PTIN | P01219191 | PTIN |
| Phone | 7143728110 | PhoneNum |
| Preparation | 2021-08-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $9,010,599 | 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 | $57,267 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $51,142 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $130,816 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $121,001 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $80,130 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,679,822 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $80,130 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $158,926 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $158,926 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $427,139 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $411,199 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $96,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $28,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $236 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $188 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $28 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,260 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,404 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,404 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,721 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,912 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $90 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $7,200 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,600 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,160 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,209 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $152,270 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,504 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,338 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $317,499 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $317,499 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $469,769 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,504 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $349,837 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$42,630 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $317,695 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $196,906 | CashBOYAmt |
| Cash EOY | $202,800 | CashEOYAmt |
| Cash EOYFMV | $202,800 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $490,716 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $585,184 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $585,184 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $504,589 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $423,299 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $423,299 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $1,118,354 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $818,031 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $818,031 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $697,075 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $1,099,028 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $697,075 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $697,075 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $5,584,366 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,284,210 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,284,210 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,993,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,010,599 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,010,599 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,993,959 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,010,599 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,993,959 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,010,599 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,993,959 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,010,599 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,993,959 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$42,630 | ExcessRevenueOverExpensesAmt |
| Other Increases | $59,270 | OtherIncreasesAmt |
| Subtotal | $9,010,599 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,010,599 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2013-01-30 | 2020-12-31 | $1,679,676 | $1,599,692 | $79,984 | $79,984 | |
| CAPITAL GAINS DIVIDENDS | $146 | $146 | $146 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $80,130 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,416 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,416 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,416 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,415 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,415 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,999 | OverpaymentAmt |
| Applied To ES Tax | $1,999 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | EVERGREEN ALLIANCE PROFESSIONAL COR | IndividualWithBooksNm |
| Phone | 5629652554 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4332 CERRITOS AVE SUITE A105 | AddressLine1Txt |
| City | LOS ALAMITOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90720 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| NANCI DENNEY BERGIN | ||||||||
| 2801 E SPRING ST STE 200 | LONG BEACH | CA | 90806 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| L ANDREW GIFFORD | ||||||||
| 2801 E SPRING ST STE 200 | LONG BEACH | CA | 90806 | CFO/TREASURER | 2.00 | $24,000 | $0 | $0 |
| M LAWRENCE LALLANDE | ||||||||
| 2801 E SPRING ST STE 200 | LONG BEACH | CA | 90806 | SECRETARY / FOUNDATION MGR | 5.00 | $72,000 | $0 | $0 |
| KARINA N LALLANDE | ||||||||
| 2801 E SPRING ST STE 200 | LONG BEACH | CA | 90806 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,751,216 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $869,280 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $697,075 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,317,571 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,317,571 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $124,764 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,192,807 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $409,640 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $409,640 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,416 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,416 | TotalTaxAmt |
| Distributable Before Adj | $405,224 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $405,224 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $405,224 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $349,837 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $349,837 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $349,837 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $405,224 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $108,563 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $72,534 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $55,528 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $81,819 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $318,444 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $349,837 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $349,837 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $55,387 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $55,387 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $263,057 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $263,057 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $53,176 | ExcessFromYear4Amt |
| Excess From Year3 | $72,534 | ExcessFromYear3Amt |
| Excess From Year2 | $55,528 | ExcessFromYear2Amt |
| Excess From Year1 | $81,819 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NANCI DENNEY BERGIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALIGN MINISTRIES | ||||||||
| 27562 SWEETBRIAR LN | MISSION VIEJO | CA | 92691 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $1,000 | |
| BIG CITY MOUNTAINEERS | ||||||||
| 710 10TH STREET SUITE 120 | GOLDEN | CO | 80401 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $5,000 | |
| BLUE RIBBON MUSIC CENTER | ||||||||
| 135 NORTH GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $5,000 | |
| CALIFORNIA WILDERNESS COALITION | ||||||||
| 1736 FRANKLIN STREET 9TH FLOOR | OAKLAND | CA | 94612 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $1,000 | |
| CASA SERENA INC | ||||||||
| 1515 BATH ST | SANTA BARBARA | CA | 93101 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $10,000 | |
| CHANNEL ISLAND RESTORATION | ||||||||
| 928 CARPINTERIA STREET SUITE 3 | SANTA BARBARA | CA | 93103 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $500 | |
| CHILD ABUSE LISTENING MEDIATION | ||||||||
| 1236 CHAPALA ST | SANTA BARBARA | CA | 93101 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $2,187 | |
| CHILDREN'S HOSPITAL OF LOS ANGELES | ||||||||
| 4650 SUNSET BOULEVARD | LOS ANGELES | CA | 90027 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $72,500 | |
| COMMUNITY ENVIRONMENTAL COUNCIL | ||||||||
| 26 W ANAPAMU STREET 2ND FLOOR | SANTA BARBARA | CA | 93101 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $1,000 | |
| CONSUMER WATCHDOG | ||||||||
| 2701 OCEAN PARK BLVD SUITE 112 | SANTA MONICA | CA | 90405 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $1,000 | |
| COTTAGE HOSPITAL FOUNDATION | ||||||||
| PO BOX 689 | SANTA BARBARA | CA | 93102 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $25,000 | |
| DOCTORS WITHOUT WALLS | ||||||||
| 19 E MICHELTORENA ST | SANTA BARBARA | CA | 93101 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $1,187 | |
| DOHENY EYE INSTITUTE | ||||||||
| PO BOX 886228 | LOS ANGELES | CA | 90086 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $10,000 | |
| DORDICK TRIAL COLLEGE | ||||||||
| ATTN GLENDA GONZALEZ 509 SOUTH | BEVERLY HILLS | CA | 90212 | NONE | NC | TO SUPPORT CHARITABLE OPERATIONS | $3,500 | BEVERLY DR |
| ENVIRONMENTAL DEFENSE CENTER | ||||||||
| 906 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $5,000 | |
| FOOD BANK OF SANTA BARBARA COUNTY | ||||||||
| 455 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $7,500 | |
| FRIENDS OF THE INYO | ||||||||
| 819 NORTH BARLOW LN | BISHOP | CA | 93514 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $1,000 | |
| GIRLS INC OF GREATER SANTA BARBARA | ||||||||
| PO BOX 236 | SANTA BARBARA | CA | 93102 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $5,000 | |
| HOMEFRONT AMERICA | ||||||||
| 27375 PASEO LA SERNA | SAN JUAN CAPISTRANO | CA | 92675 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $3,000 | |
| HOSPICE OF SANTA BARBARA INC | ||||||||
| 2050 ALAMEDA PADRE SERRA SUITE 100 | SANTA BARBARA | CA | 931031704 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $5,000 | |
| K-9 PLACEMENT & ASSISTANCE LEAGUE | ||||||||
| PO BOX 60755 | SANTA BARBARA | CA | 931600755 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $2,000 | |
| LONG BEACH MEMORIAL MEDICAL CENTER | ||||||||
| PO BOX 1428 | LONG BEACH | CA | 908011428 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $8,240 | |
| LOS ANGELES TRIAL LAWYERS' CHARITIES | ||||||||
| 2708 WILSHIRE BLVD SUITE 391 | SANTA MONICA | CA | 90403 | NONE | PF | TO SUPPORT CHARITABLE OPERATIONS | $12,500 | |
| LOS PADRES FOREST WATCH | ||||||||
| PO BOX 831 | SANTA BARBARA | CA | 931020831 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $1,000 | |
| MIAMI UNIVERSITY ADVANCEMENT | ||||||||
| 926 CHESTNUT LANE | OXFORD | OH | 45056 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $2,500 | |
| MUTT SCOUTS | ||||||||
| 1900 ROSE VILLA ST | PASADENA | CA | 91107 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $1,000 | |
| MY STUFF BAGS FOUNDATION | ||||||||
| 5347 STERLING CENTER DRIVE | WESTLAKE VILLAGE | CA | 91361 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $1,000 | |
| NATIONAL DISASTER SEARCH DOG FOUNDATION | ||||||||
| 6800 WHEELER CANYON ROAD | SANTA PAULA | CA | 93060 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $20,000 | |
| NATIONAL PARK FOUNDATION | ||||||||
| PO BOX 17394 | BALTIMORE | MD | 21298 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $2,500 | |
| NOAH'S ANIMAL HOUSE FOUNDATION | ||||||||
| 9811 W CHARLESTON BLVD | LAS VEGAS | NV | 89117 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $2,000 | |
| ORGANIC SOUP KITCHEN | ||||||||
| 315 MEIGS ROAD STE A 369 | SANTA BARBARA | CA | 93109 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $5,000 | |
| PEPPERDINE UNIVERSITY | ||||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 90263 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $7,500 | |
| PUBLIC JUSTICE FOUNDATION | ||||||||
| 1825 K STREET N | WASHINGTON | DC | 20006 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $1,000 | |
| RAD CAMP | ||||||||
| 17921 SKY PARK CIRCLE | IRVINE | CA | 92614 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $3,000 | |
| SAINT JOHN'S HEALTH CENTER FOUNDATION | ||||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $25,000 | |
| SANTA BARBARA MEALS ON WHEELS | ||||||||
| PO BOX 6099 | SANTA BARBARA | CA | 93160 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $1,000 | |
| SANTA BARBARA RESCUE MISSION | ||||||||
| 535 E YANANOLI ST | SANTA BARBARA | CA | 93103 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $5,000 | |
| SIERRA NEVADA ALLIANCE | ||||||||
| PO BOX 7989 | SOUTH LAKE TAHOE | CA | 96158 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $500 | |
| THE DIADAMES | ||||||||
| 470 WARNER AVE | LOS ANGELES | CA | 90024 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $2,500 | |
| THE LAND TRUST FOR SANTA BARBARA COUNTY | ||||||||
| PO BOX 91830 | SANTA BARBARA | CA | 93190 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $5,000 | |
| THE LEAGUE FOR CHILDREN | ||||||||
| 1910 MAGNOLIA AVENUE | LOS ANGELES | CA | 90007 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $5,000 | |
| THE LIBRARY FOUNDATION OF LOS ANGELES | ||||||||
| 630 W 5TH STREET | LOS ANGELES | CA | 90071 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $5,000 | |
| TRANSITION HOUSE | ||||||||
| 425 E COTA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $10,000 | |
| UNIVERSITY OF MICHIGAN LAW SCHOOL | ||||||||
| 109 E MADISON STE 300 | ANN ARBOR | MI | 48104 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $2,500 | |
| WESTMONT COLLEGE | ||||||||
| 955 LA PAZ RD | SANTA BARBARA | CA | 93108 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $7,500 | |
| WILDERNESS YOUTH PROJECT | ||||||||
| 5386 HOLLISTER AVE STE D | SANTA BARBARA | CA | 93111 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $2,500 | |
| WOMEN'S FUND OF SANTA BARBARA | ||||||||
| 133 EAST DE LA GUERRA | SANTA BARBARA | CA | 93101 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $625 | |
| YMCA OF GREATER LONG BEACH | ||||||||
| PO BOX 90995 | LONG BEACH | CA | 90809 | NONE | PC | TO SUPPORT CHARITABLE OPERATIONS | $10,760 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $317,499 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,267 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $130,816 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $158,926 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $80,130 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $427,139 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $427,139 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $10,500 | Amt |
| Net Investment Income | $8,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,260 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORDICK TRIAL COLLEGE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 SOUTH BEVERLY DRIVE | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-01-02 | GrantDt |
| Grant | $3,500 | GrantAmt |
| Purpose Of Grant | TO SPONSOR A TRIAL COLLEGE SEMINAR, THE PROCEEDS OF WHICH GO TOWARD CANCER RESEARCH | PurposeOfGrantTxt |
| Expended By Grantee | $3,500 | ExpendedByGranteeAmt |
| Dates Of Reports By Grantee | 12/31/20 | DatesOfReportsByGranteeTxt |
| Verification | 2020-06-18 | VerificationDt |
| Results Of Verification | THE CORWIN D. DENNEY FOUNDATION REVIEWED THE GRANT REPORT ON DATE, YEAR BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)). | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - CORPORATE BONDS | BondNm |
| EOY Book Value | $818,031 | EOYBookValueAmt |
| EOYFMV | $818,031 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $423,299 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $423,299 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - EQUITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $6,284,210 | BookValueAmt |
| EOYFMV | $6,284,210 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $236 | LegalFeesAmt |
| Net Investment Income | $188 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $160 | $0 | $0 |
| INSURANCE | $2,049 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ROYALTY INCOME | $115,882 | $115,882 |
| REIMBURSEMENT OF FEES PAID | $43,044 | $43,044 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $59,270 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $31,404 | Amt |
| Net Investment Income | $31,404 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA FILING FEES | $85 | $0 | $75 |
| FOREIGN TAX | $1,815 | $1,815 | $0 |
| FEDERAL TAX | $2,700 | $0 | $0 |
| LICENSES & PERMITS | $121 | $97 | $15 |