RYAN EVANS FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RYAN EVANS FOUNDATION (EIN 20-2060209)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-11
- IRS object ID
- 201811319349102016
- Schema version
- 2016v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T13:54:32-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942913900 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOELL AGNEW & MORSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 21ST STREET SUITE 200 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95811 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202060209 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RYAN EVANS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RYAN | BusinessNameControlTxt |
| Phone | 5597388783 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2738 | AddressLine1Txt |
| City | VISALIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93279 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORMAN K EVANS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5597388783 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTHEA V NOELL | PreparerPersonNm |
| PTIN | P00436712 | PTIN |
| Phone | 5597335500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,932,965 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,984 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,984 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,778 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,778 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $31,593 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $31,593 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $15,745 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$215,256 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,829,143 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $122,850 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $122,850 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $200,949 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $216,205 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,579 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,414 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,414 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $9,035 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $9,035 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,722 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,722 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,750 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,171 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $410,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $410,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $430,750 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,171 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $410,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$229,801 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $199,034 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $3,333,936 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,457,109 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,457,109 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,327,083 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,644,667 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,670,397 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $388,041 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $21,473 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $375,603 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $366,568 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $425,000 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans BOY | $1,637,859 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $1,384,431 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $1,384,431 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $2,404,822 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,996,028 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,996,028 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,079,304 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,848,803 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,932,965 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,490 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,790 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,490 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,790 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $9,075,814 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,846,013 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,075,814 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,846,013 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,079,304 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,848,803 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,075,814 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$229,801 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,846,013 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,846,013 | 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH AS NOMINEE - VARIOUS STOCK | P | $1,150,099 | $1,149,298 | $801 | $801 |
| MERRILL LYNCH AS NOMINEE - VARIOUS STOCK | P | $329,044 | $480,653 | -$151,609 | -$151,609 |
| COMMERCIAL REAL ESTATE INVESTMENT | P | $350,000 | $414,448 | -$64,448 | -$64,448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$215,256 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $395,513 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,189,324 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048296 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $368,464 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,598,866 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048489 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $355,221 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,473,075 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047533 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $180,978 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,383,068 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.024513 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $299,571 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,357,905 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055912 | DistributionYr5Rt |
| Total Distribution | 0.224743 | TotalDistributionRt |
| Average Distribution | 0.044949 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,763,231 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $393,898 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,990 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $395,888 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $410,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,990 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,990 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,990 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,275 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,275 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,285 | OverpaymentAmt |
| Applied To ES Tax | $6,285 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | SARA G EVANS | IndividualWithBooksNm |
| Phone | 5597388783 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1041 NORTH DEMAREE | AddressLine1Txt |
| City | VISALIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93291 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| NORMAN K EVANS | ||||||||
| 1041 N DEMAREE | VISALIA | CA | 93291 | DIRECTOR, PRESIDENT | 0.50 | $0 | $0 | $0 |
| SARA G EVANS | ||||||||
| 1041 N DEMAREE | VISALIA | CA | 93291 | DIRECTOR, SECRETARY, CFO | 2.00 | $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 | $1,330,762 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,526,064 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,039,855 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,896,681 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,896,681 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $133,450 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,763,231 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $438,162 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $438,162 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,990 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,990 | TotalTaxAmt |
| Distributable Before Adj | $436,172 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $436,172 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $436,172 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $410,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $410,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,990 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $408,010 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $436,172 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $405,624 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $410,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $405,624 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,376 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $431,796 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NORMAN K EVANS | ContributingManagerNm |
| Contributing Manager | SARA G EVANS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS & BIG SISTERS | |||||||
| 948 N H STREET STE 2 | TULARE | CA | 93274 | NONE | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $67,125 |
| BOYS & GIRLS CLUB OF TULARE COUNTY | |||||||
| 215 W TULARE AVE | VISALIA | CA | 93277 | NONE | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $67,125 |
| CASA | |||||||
| 1146 N CHINOWITH | VISALIA | CA | 93291 | NONE | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $67,125 |
| LINDSAY DOLLARS FOR SCHOLARS | |||||||
| 1849 E TULARE ROAD | LINDSAY | CA | 93247 | NONE | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $100,000 |
| PRO YOUTH HEART | |||||||
| 400 N CHURCH STREET | VISALIA | CA | 93279 | NONE | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $67,125 |
| GRANDMA'S HOUSE | |||||||
| 226 SOUTH BLACKSTONE AVENUE | TULARE | CA | 93274 | NONE | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $20,000 |
| RYAN EVANS WRITING SCHOLARSHIP | |||||||
| 1001 W MAIN STREET | VISALIA | CA | 93291 | NONE | PUBLIC CHARITY | RYAN EVANS WRITING SCHOLARSHIP | $1,500 |
| VALLEY OAK SPCA | |||||||
| 9405 W GOSHEN AVE | VISALIA | CA | 93247 | NONE | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $410,000 | 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 | $2,984 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,778 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Related Or Exempt Function Incm | $15,745 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,850 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$215,256 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$30,644 | ExclusionAmt |
| Related Or Exempt Function Incm | $15,745 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$14,899 | 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 | 5 | LineNumberTxt |
| Relationship Statement | RENTAL ACTIVITIES TO FINANCE PROGRAM ACTIVITIES | RelationshipStatementTxt |
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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORMAN AND SARA EVANS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1041 N DEMAREE | AddressLine1Txt |
| City | VISALIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93291 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND ACCOUNTING FEES | CategoryTxt |
| Amt | $3,579 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| RESIDENTIAL RENTAL MATTHEW - STRUCTURE | 2015-02-26 | $130,385 | $5,795 | SL | 30.000000000000 | $4,346 | $4,346 |
| RESIDENTIAL RENTAL MOONWOOD - STRUCTURE | 2015-02-11 | $140,656 | $6,643 | SL | 30.000000000000 | $4,689 | $4,689 |
| LAND - MATTHEW AVE | 2015-02-26 | $55,000 | L | $0 | $0 | ||
| LAND - MOONWOOD | 2015-02-11 | $62,000 | L | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH SECURITIES | $1,594,667 | $1,620,397 |
| SUNCREST BANK | $50,000 | $50,000 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| RESIDENTIAL RENTAL MATTHEW - STRUCTURE | $130,385 | $10,141 | $120,244 |
| RESIDENTIAL RENTAL MOONWOOD - STRUCTURE | $140,656 | $11,332 | $129,324 |
| LAND - MATTHEW AVE | $55,000 | $0 | $55,000 |
| LAND - MOONWOOD | $62,000 | $0 | $62,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PROPERTY HELD FOR SALE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,996,028 | BookValueAmt |
| EOYFMV | $1,996,028 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $541 | $541 | $0 |
| UTILITIES | $1,023 | $1,023 | $0 |
| PROPERTY MANAGEMENT FEES | $1,000 | $1,000 | $0 |
| HOA DUES | $450 | $450 | $0 |
| REPAIR AND MAINTENANCE | $319 | $319 | $0 |
| TENANT PROCUREMENT FEE | $200 | $200 | $0 |
| CLEANING EXPENSE | $189 | $189 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST ON TRUST DEEDS | Desc |
| Revenue And Expenses Per Books | $122,850 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $122,850 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $122,850 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TENANT DEPOSITS | Desc |
| BOY Book Value | $3,490 | BOYBookValueAmt |
| EOY Book Value | $2,790 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $782 | $782 | $0 |
| PROPERTY TAX | $3,632 | $3,632 | $0 |