HAVNER FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HAVNER FAMILY FOUNDATION (EIN 04-3762697)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201903199349103275
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T12:39:46-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 TOWNSGATE ROAD SUITE 400 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043762697 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Havner Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RONALD L & LEEANN R HAVNER | InCareOfNm |
| Business Name Control | HAVN | BusinessNameControlTxt |
| Phone | 6263569908 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2275 CHAUCER ROAD | AddressLine1Txt |
| City | SAN MARINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEEANN R HAVNER | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 6263569908 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephanie Wilkinson | PreparerPersonNm |
| PTIN | P01231617 | PTIN |
| Phone | 8053748555 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.46.231.234 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 95206420193195000005 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 90331CCEAFC60F326565BB1C5ED9309C3CB327EB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 90331CCEAFC60F326565BB1C5ED9309C3CB327EB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,348,603 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,566,400 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $47,306 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,306 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$931 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,565,469 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,983,139 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,612,775 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,030,445 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,543 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,772 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,771 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,259 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $160 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,802 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,772 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,931 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $744,234 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $741,234 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $757,036 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,772 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $744,165 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,855,739 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,027,673 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $355,937 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $253,005 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $253,005 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,987,849 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,989,667 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $275,408 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,246,230 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,450,931 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $83,425 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $83,425 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $655,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $714,770 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,570,509 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,348,603 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $714,770 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,570,509 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $714,770 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,570,509 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $714,770 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,570,509 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $714,770 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,855,739 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,570,509 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,570,509 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 10,000 SHS USG CORPORATION | D | $432,330 | $81,780 | $350,550 | $350,550 |
| 30,000 SHS PS BUSINESS PARKS | D | $4,132,999 | $500,550 | $3,632,449 | $3,632,449 |
| CAPITAL GAIN DIVIDENDS | P | $140 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,983,139 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,059,759 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,192,640 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.888582 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $725,504 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,291,129 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.561914 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $685,475 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,098,431 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.624049 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $386,925 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $793,148 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.487835 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $264,731 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $791,206 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.334592 | DistributionYr5Rt |
| Total Distribution | 2.896972 | TotalDistributionRt |
| Average Distribution | 0.579394 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,996,242 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,156,611 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $40,277 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,196,888 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $744,165 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $80,553 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $80,553 | SubtotalAmt |
| Tax Based On Investment Income | $80,553 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $80,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $86,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,447 | OverpaymentAmt |
| Applied To ES Tax | $5,447 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD L & LEEANN R HAVNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6263569908 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2275 CHAUCER ROAD | AddressLine1Txt |
| City | SAN MARINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91108 | 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 |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| LEEANN R HAVNER | ||||||||
| 2275 CHAUCER ROAD | SAN MARINO | CA | 91108 | TRUSTEE | 3.0 | $0 | $0 | $0 |
| RONALD L HAVNER | ||||||||
| 2275 CHAUCER ROAD | SAN MARINO | CA | 91108 | TRUSTEE | 0.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,553,264 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $473,378 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,026,642 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,026,642 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,400 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,996,242 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,812 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,812 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $80,553 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $80,553 | TotalTaxAmt |
| Distributable Before Adj | $19,259 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,259 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,259 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $744,165 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $744,165 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $744,165 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,259 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $225,939 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $348,088 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $637,847 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $670,322 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,000,701 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,882,897 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $744,165 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $19,259 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $724,906 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,607,803 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $225,939 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,381,864 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $348,088 | ExcessFromYear4Amt |
| Excess From Year3 | $637,847 | ExcessFromYear3Amt |
| Excess From Year2 | $670,322 | ExcessFromYear2Amt |
| Excess From Year1 | $1,000,701 | ExcessFromYear1Amt |
| Excess From Current Year | $724,906 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD L HAVNER AND LEEANN R HAVN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Cancer Support Community | |||||||
| 200 East Del Mar Ave 118 | Pasadena | CA | 91105 | none | PC | general operating support | $10,000 |
| Casa de las Amigas | |||||||
| 160 North El Molino Ave | Pasadena | CA | 91101 | none | PC | general operating support | $140,900 |
| BALLET THEATRE FOUNDATION INC | |||||||
| 890 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | none | PC | general operating support | $15,000 |
| Hillsides | |||||||
| 940 Avenue 64 | Pasadena | CA | 91105 | none | PC | general operating support | $15,000 |
| Huntington Hospital Office of Philanthropy | |||||||
| 100 West California Blvd | Pasadena | CA | 91105 | none | PC | general operating support | $210,000 |
| La Casa de San Gabriel | |||||||
| 203 East Mission Rd | san gabriel | CA | 91776 | none | PC | general operating support | $1,500 |
| MUSEIQUE | |||||||
| 750 E Green St Suite 305 | Pasadena | CA | 91101 | none | PC | general operating support | $217,054 |
| Pasadena Guild of Childrens Hospital | |||||||
| 4650 sunset blvd suite m/s 4 | los angeles | CA | 90027 | none | SO III NFI | Support endowed chair in Developmental Biology and Regenerative Medicine | $3,000 |
| San Marino Junior Alliance Inc | |||||||
| 1370 Old Mill Rd | San Marino | AS | 91108 | none | PC | general operating support | $5,130 |
| The Huntington Library | |||||||
| 1151 Oxford Rd | San Marino | CA | 91108 | none | PC | general operating support | $12,000 |
| Villa Esperanza Services | |||||||
| 2060 E Villa Street | Pasadena | CA | 91107 | none | PC | general operating support | $30,000 |
| HUNTINGTON MEDICAL RESEARCH INSTITUTE | |||||||
| 99 NORTH EL MOLINO AVENUE | PASADENA | CA | 91101 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SAN MARINO MOTOR CLASSIC | |||||||
| 1425 HAMPTON ROAD | SAN MARINO | CA | 91108 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SAN MARINO HIGH SCHOOL PARENT TEACHER STUDENT ASSO | |||||||
| 2701 HUNTINGTON DRIVE | SAN MARINO | CA | 91108 | NONE | PC | GENERAL OPERATING SUPPORT | $750 |
| UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BLVD STE 1400 | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL OPERATING SUPPORT | $68,400 |
| BOYS AND GIRLS CLUB OF NAPA VALLEY | |||||||
| 1515 PUEBLO AVENUE | NAPA | CA | 94558 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| CLUB 21 LEARNING AND RESOURCE CENTER | |||||||
| 539 NORTH LAKE AVENUE | PASADENA | CA | 91101 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| PLANNED PARENTHOOD PASADENA & SAN GABRIEL VALLEY | |||||||
| 2333 NORTH LAKE AVENUE 2ND FLOOR | ALTADENA | CA | 91001 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| REFOUNDRY INC | |||||||
| 586 PRESIDENT STREET | BROOKLYN | NY | 11215 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $744,234 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,306 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$931 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $46,375 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,375 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RONALD L AND LEEANN R HAVNER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2275 CHAUCER ROAD | AddressLine1Txt |
| City | SAN MARINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,566,400 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 10,000 SHS USG CORPORATION SECURITIES | $431,800 | 2018-06-29 |
| 1 | 30,000 SHS PS BUSINESS PARKS, INC. SECURITIES | $4,134,600 | 2018-11-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $5,543 | Amt |
| Net Investment Income | $2,772 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,771 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PASADENA GUILD OF CHILDREN'S HOSPITAL | |||||||||||
| 4650 SUNSET BLVD SUITE M/S 4 | LOS ANGELES | CA | 90027 | 2018-03-02 | $500 | TO SUPPORT ENDOWED CHAIR IN DEVELOPMENTAL BIOLOGY AND REGENERATIVE MEDICINE. | $500 | NO | 07/01/2018 | 2018-07-01 | VERIFICATION CONFIRMED THAT $500 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. |
| PASADENA GUILD OF CHILDREN'S HOSPITAL | |||||||||||
| 4560 SUNSET BLVD SUITE M/S 4 | LOS ANGELES | CA | 90027 | 2018-04-27 | $2,500 | TO SUPPORT ENDOWED CHAIR IN DEVELOPMENTAL BIOLOGY AND REGENERATIVE MEDICINE. | $2,500 | NO | 05/01/2018 | 2018-05-01 | VERIFICATION CONFIRMED THAT $2,500 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 105 SHS BANK OF AMERICA 7.25% | $88,708 | $131,513 |
| 220 SHS WELLS FARGO 7.5% | $186,700 | $277,618 |
| 10,000 SHS BERKSHIRE HATHAWAY | $1,970,822 | $2,041,800 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,987,849 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,989,667 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 5,000 SHS PS BUSINESS PARKS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $83,425 | BookValueAmt |
| EOYFMV | $655,000 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL TAXES | $7,099 | |
| CALIFORNIA REGISTRY FEE | $150 | $150 |
| FILING FEE | $10 | $10 |