DONEGAN-BURNS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DONEGAN-BURNS FOUNDATION (EIN 20-1760871)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-02-04
- IRS object ID
- 202000359349100305
- Schema version
- 2019v5.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-04T09:20:31-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENIS O HETTINGER | PreparerPersonNm |
| PTIN | P01227743 | PTIN |
| Phone | 9496435317 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $7,349,367 | 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 | $63 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $63 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $63 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $189,375 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $189,375 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $189,375 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,724 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $557,868 | GrossSalesPriceAmt |
| Total Rev And Expnss | $182,714 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $189,438 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $189,438 | 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 | $15,666 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15,666 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,666 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,475 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $7 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $7 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $7 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,295 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,295 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,295 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $53,652 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $53,652 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $53,652 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $142,095 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $142,095 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $142,095 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $333,998 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $333,998 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $476,093 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $142,095 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $476,093 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$293,379 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,343 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $189,438 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $77,340 | CashBOYAmt |
| Cash EOY | $14,097 | CashEOYAmt |
| Cash EOYFMV | $14,097 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $78,460 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,005 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,005 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $15,462 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $8,420 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $8,420 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $4,510,405 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,378,347 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,853,345 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $487,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $437,500 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $437,500 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,762 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $3,762 | LandBOYAmt |
| Land EOY | $3,762 | LandEOYAmt |
| Total Assets BOY | $5,172,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,878,131 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,349,367 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,184 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $765 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,184 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $765 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,170,745 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,877,366 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,170,745 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,877,366 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,172,929 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,878,131 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,170,745 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$293,379 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,877,366 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,877,366 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SCHEDULE ATTACHED | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2019-01-01 | AcquiredDt |
| Sold | 2019-01-01 | SoldDt |
| Gross Sales Price | $557,868 | GrossSalesPriceAmt |
| Cost Or Other Basis | $564,592 | CostOrOtherBasisAmt |
| Gain Or Loss | -$6,724 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$6,724 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,724 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6,724 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $947 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $947 | SubtotalAmt |
| Tax Based On Investment Income | $947 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,420 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,420 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,473 | OverpaymentAmt |
| Applied To ES Tax | $7,473 | 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 |
|---|---|---|---|---|---|---|
| BETTYE LOU GEURIN BURNS | ||||||
| 35766 S LEMON ROCK CT | TUSCON | AZ | 85739 | President & CEO | 40.00 | $0 |
| DEBORAH HUMPHRIES | ||||||
| 29077 BULVERDE RD | SAN ANTONIO | TX | 78260 | Director | 0.00 | $0 |
| CALVIN NELSON | ||||||
| 9 NORTH ALTA MIRA RD | LAGUNA BEACH | CA | 92651 | Director | 0.00 | $0 |
| DENIS O HETTINGER | ||||||
| 24601 MANDEVILLE DR | LAGUNA HILLS | CA | 92653 | CFO | 0.00 | $0 |
| LIZ VASEK-KANE | ||||||
| 6937 BLUE ORCHID LN | CALSBAD | CA | 92011 | Director | 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 | $947 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $947 | TotalTaxAmt |
| Distributable Before Adj | $947 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $947 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $476,093 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $476,093 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $476,093 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $476,093 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $476,093 | RemainingDistriFromCorpusAmt |
| Total Corpus | $476,093 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $476,093 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $476,093 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF NORTH COUNTY | |||||||
| P O BOX 476 | FALLBROOK | CA | 92088 | NONE | PC | CHARITY | $15,950 |
| SUSAN B ANTHONY SAN ANTONIO | |||||||
| P O BOX 6678 | SAN ANTONIO | TX | 78209 | NONE | EOF | CHARITY | $2,000 |
| VELMA PENNY ELEMENTARY | |||||||
| P O BOX 37 | LINDALE | TX | 75771 | NONE | PC | CHARITY | $28,875 |
| ARKANSAS STATE UNIVERSITY | |||||||
| 2105 E AGGIE RD | JONESBORO | AR | 72401 | NONE | EOF | EDUCATION | $6,945 |
| REINS | |||||||
| 4461 S MISSION ROAD | FALLBROOK | CA | 92028 | NONE | PC | CHARITY | $32,500 |
| OSECEOLA ELEMENTARY | |||||||
| 76 SE HIGHWAY WW | OSCEOLA | MO | 64776 | NONE | EOF | EDUCATION | $28,875 |
| TEE UP FOR THE TROOPS | |||||||
| co Vist Valley Country Club | Vista | CA | 92084 | NONE | PC | CHARITY | $5,000 |
| BLUE RIDGE SCHOOLS | |||||||
| 5150 SCHOOL RD | NEW MILFORD | PA | 18834 | NONE | PC | CHARITY | $12,925 |
| MADISON CENTRAL SCHOOL | |||||||
| 7303 STATE ROUTE 20 | MADISON | NY | 13403 | NONE | EOF | EDUCATION | $12,925 |
| COLTON SCHOOLS | |||||||
| 4921 STATE HWY 56 | COLTON | NY | 13625 | NONE | EOF | EDUCATION | $12,925 |
| INDEPENDENT ELEMENTARY | |||||||
| 2907 ROUNDUP RD | BILLINGS | MT | 59105 | NONE | PC | CHARITY | $12,925 |
| FORT OSAGE SCHOOLS | |||||||
| 2101 N TWYMAN RD | INDEPENDENCE | MO | 64058 | NONE | EOF | EDUCATION | $12,925 |
| GOOCHLAND HIGH SCHOOL | |||||||
| 3250 RIVER ROAD W | GOOCHLAND | VA | 23063 | NONE | EOF | EDUCATION | $15,950 |
| MADRID WADDINGTON CENTRAL SCHOOL | |||||||
| P O BOX 67 | MADRID | NY | 13660 | NONE | EOF | EDUCATION | $12,925 |
| UC REGENTS | |||||||
| 201 SPROUL HALL | BERKELEY | CA | 94720 | NONE | EOF | EDUCATION | $5,500 |
| ARIZONA STATE UNIVERSITY | |||||||
| P O BOX 870112 | TEMPE | AZ | 85287 | NONE | EOF | EDUCATION | $5,000 |
| THERAPEUDIC RIDING OF TUCSON | |||||||
| 8920 EAST WOODLAND RD | TUCSON | AZ | 85749 | NONE | EDUCATION | $32,000 | |
| EWGA OF SAN ANTONIO TX | |||||||
| P O BOX 701176 | SAN ANTONIO | TX | 78210 | NONE | CHARITABLE | $17,500 | |
| CALIF STATE UNIVERSITY SAN MARCOS | |||||||
| 333 S TWIN OAKS ROAD | SAN MARCOS | CA | 92096 | NONE | EDUCATION | $5,000 | |
| WEST TEXAS A M UNIVERSITY | |||||||
| 2501 4TH AVE | CANYON | TX | 79016 | NONE | PC | EDUCATION | $2,669 |
| ASSOCIATED MINISTRIES | |||||||
| 901 S 13TH ST | TACOMA | WA | 98405 | NONE | PC | CHARITY | $5,000 |
| CALDWELL INDEPENDENT SCHOOL DISTRIC | |||||||
| 203 N GRAY | CALDWELL | TX | 77836 | NONE | NC | EDUCATION | $28,875 |
| CONNECT MED | |||||||
| 7040 AVENIDA ENCINAS | CARLSBAD | CA | 92008 | NONE | EOF | CHARITABLE | $10,000 |
| UNIVERSITY CALIFORNIA IRVINE | |||||||
| 260 ALDRICH HALL | IRVINE | CA | 92697 | NONE | PC | EDUCATION | $8,809 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $333,998 | 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 | $63 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Related Or Exempt Function Incm | $189,375 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$6,724 | 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 | $182,714 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $182,714 | 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 | $6,475 | Amt |
| Net Investment Income | $6,475 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,475 | 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 | $15,666 | LegalFeesAmt |
| Net Investment Income | $15,666 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,666 | 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 | $75 | $75 | $75 |
| MISCELLANEOUS | $703 | $703 | $703 |
| OFFICE SUPPLIES | $959 | $959 | $959 |
| TELEPHONE | $1,915 | $1,915 | $1,915 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON DIVIDENDS | $1,705 | $1,705 | $1,705 |
| PAYROLL | $4,590 | $4,590 | $4,590 |