DONEGAN-BURNS FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DONEGAN-BURNS FOUNDATION (EIN 20-1760871)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-01
- IRS object ID
- 201832139349100203
- Schema version
- 2017v2.2
- 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
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-01T07:04:00-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 DAN WOODARD | 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 | 31913 JIMDORA | AddressLine1Txt |
| City | BONSALL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN WOODARD | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2018-08-01 | 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 | 2017 | 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 | $7,325,230 | 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 |
| Dividends Rev And Expnss | $188,570 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $188,570 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $188,570 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $121,429 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $884,408 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,615 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $121,429 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $309,999 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $191,185 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $309,999 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $70,395 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $70,395 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $9,650 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,650 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $71,803 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,803 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $59,569 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,569 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $217,917 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $167,917 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $361,138 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $361,138 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $579,055 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $167,917 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $361,138 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$269,056 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,268 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $309,999 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,325 | CashBOYAmt |
| Cash EOY | $61,334 | CashEOYAmt |
| Cash EOYFMV | $61,334 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $32,198 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,264 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,264 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $7,460 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $17,503 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $17,503 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $44,924 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $49,501 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $50,395 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,046,475 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,905,952 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,541,906 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $198,645 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $98,887 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $102,906 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $587,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $537,500 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $537,500 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,422 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $2,422 | LandBOYAmt |
| Land EOY | $2,422 | LandEOYAmt |
| Land EOYFMV | $2,422 | LandEOYFMVAmt |
| Total Assets BOY | $5,955,949 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,684,363 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,325,230 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,530 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $2,530 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,953,419 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,684,363 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,953,419 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,684,363 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,955,949 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,684,363 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,953,419 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$269,056 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,684,363 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,684,363 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,615 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $121,429 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $465 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $465 | SubtotalAmt |
| Tax Based On Investment Income | $465 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,927 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,927 | TotalPaymentsAndCreditsAmt |
| Overpayment | $15,462 | OverpaymentAmt |
| Applied To ES Tax | $15,462 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 | $70,395 |
| 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 |
| JENNIFER WOODARD | ||||||
| 31913 JIMDORA | BONSALL | CA | 92003 | 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 | $465 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $465 | TotalTaxAmt |
| Distributable Before Adj | $465 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $465 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $361,138 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $361,138 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $361,138 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $361,138 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $361,138 | RemainingDistriFromCorpusAmt |
| Total Corpus | $361,138 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $361,138 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $361,138 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 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 | $45,400 |
| NORTHEASTERN STATE UNIVERSITY | |||||||
| 812 N CEDAR AVE | TAHLEQUAH | OK | 74464 | NONE | EOF | EDUCATION | $7,056 |
| OMEGAFI | |||||||
| 1242 SIXTH AVE | COLUMBUS | GA | 31901 | NONE | PC | CHARITY | $3,111 |
| ARKANSAS STATE UNIVERSITY | |||||||
| 2105 E AGGIE RD | JONESBORO | AR | 72401 | NONE | EOF | EDUCATION | $6,235 |
| REINS | |||||||
| 4461 S MISSION ROAD | FALLBROOK | CA | 92028 | NONE | PC | CHARITY | $35,000 |
| UCSD | |||||||
| 9500 GILMAN DR | LA JOLLA | CA | 92093 | NONE | EOF | EDUCATION | $5,410 |
| MAUI PREPARTORY ACADEMY | |||||||
| 5095 NAPILIHAU ST | LAHAINA | HI | 96761 | NONE | EOF | EDUCATION | $27,250 |
| TEE UP FOR THE TROOPS | |||||||
| co Vist Valley Country Club | Vista | CA | 92084 | NONE | PC | CHARITY | $15,000 |
| OPEN MY WORLD | |||||||
| 1020 CR 270 | LEANDER | TX | 78641 | NONE | PC | CHARITY | $5,000 |
| PLANT WITH PURPOSE | |||||||
| 4747 MORENA BLVD | SAN DIEGO | CA | 92117 | NONE | EOF | EDUCATION | $6,900 |
| MODOC SCHOOL SELPA | |||||||
| 139 HENDERSON ST | ALTURAS | CA | 96101 | NONE | EOF | EDUCATION | $10,080 |
| ST JOHNS UNITED METHODIST CHURCH | |||||||
| 1715 SANTA ANA BLVD | LOS ANGELES | CA | 90002 | NONE | PC | CHARITY | $1,000 |
| FORT SUMNER HIGH SCHOOL | |||||||
| 1001 E SUMNER AVE | FORT SUMNER | NM | 88119 | NONE | EOF | EDUCATION | $15,950 |
| GOOCHLAND HIGH SCHOOL | |||||||
| 3250 RIVER ROAD W | GOOCHLAND | VA | 23063 | NONE | EOF | EDUCATION | $15,950 |
| UNIVERSITY OF NEBRASKA | |||||||
| 1400 R ST | LINCOLN | NE | 68588 | NONE | EOF | EDUCATION | $5,703 |
| UNIVERSITY OF CINCINATI MEDICAL SCH | |||||||
| 234 GOODMAN ST | CINCINATI | OH | 45219 | NONE | EOF | EDUCATION | $7,000 |
| UC REGENTS | |||||||
| 201 SPROUL HALL | BERKELEY | CA | 94720 | NONE | EOF | EDUCATION | $14,679 |
| PARK COUNTY PUBLIC LIBRARY | |||||||
| P O BOX 592 | FAIRPLAY | CO | 80440 | NONE | EOF | EDUCATION | $15,950 |
| UNIVERITY OF SOUTHERN CALIFORNIA | |||||||
| 3620 S VERMONT AVE | LOS ANGELES | CA | 90089 | NONE | EOF | EDUCATION | $24,490 |
| ARIZONA STATE UNIVERSITY | |||||||
| P O BOX 870112 | TEMPE | AZ | 85287 | NONE | EOF | EDUCATION | $12,985 |
| ST ANDREWS UNIVERSITY | |||||||
| 91 NORTH ST | ST ANDREWS | KY | 41543 | NONE | EOF | EDUCATION | $15,489 |
| ABC FOUNDATION | |||||||
| 3250 NE 1ST AVE STE 305 | MIAMI | FL | 33137 | NONE | CHARITABLE | $10,000 | |
| PEGASUS THERAPEUTIC RIDING ACCADEMY | |||||||
| 8297 BUSTLETON AVE | PHILADELPHIA | PA | 19152 | NONE | EDUCATION | $33,000 | |
| THERAPEUDIC RIDING OF TUCSON | |||||||
| 8920 EAST WOODLAND RD | TUCSON | AZ | 85749 | NONE | EDUCATION | $1,000 | |
| EWGA OF SAN ANTONIO TX | |||||||
| P O BOX 701176 | SAN ANTONIO | TX | 78210 | NONE | CHARITABLE | $8,500 | |
| CALIF STATE UNIVERSITY NORTHRIDGE F | |||||||
| 18111 NORDHOFF ST | NORTHRIDGE | CA | 91330 | NONE | EDUCATION | $10,000 | |
| MAUI FOOD BANK | |||||||
| 760 KOLU ST | WAILUKU | HI | 96793 | NONE | CHARITABLE | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $361,138 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Related Or Exempt Function Incm | $188,570 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $121,429 | 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 | $309,999 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $309,999 | 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 | $6,500 | Amt |
| Net Investment Income | $6,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | 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 | $2,422 | CostOrOtherBasisAmt |
| Book Value | $2,422 | BookValueAmt |
| EOYFMV | $2,422 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $9,650 | LegalFeesAmt |
| Net Investment Income | $9,650 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ANNUITY PAYMENTS | $50,000 | |
| CALIFORNIA FILING FEES | $25 | $25 |
| MISCELLANEOUS | $1,389 | $1,389 |
| OFFICE SUPPLIES | $1,420 | $1,420 |
| PAYROLL TAX EXPENSE | $6,735 | $6,735 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DIRECTORS' FEES | $6,400 | $6,400 | $0 | $0 |
| INVESTMENT ADVISORY SERVICES | $65,403 | $65,403 | $0 | $0 |