HAVNER FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HAVNER FAMILY FOUNDATION (EIN 04-3762697)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201623209349104087
- Schema version
- 2015v2.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T14:41:31-08:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954659692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCAS HORSFALL MURPHY & PINDROH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E CORSON ST STE 200 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 911033841 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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) |
|---|---|---|
| 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 | RONALD L HAVNER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6262811492 | PhoneNum |
| Signature | 2016-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARIEL E DRACHENBERG | PreparerPersonNm |
| PTIN | P00086688 | PTIN |
| Phone | 6267445100 | PhoneNum |
| Preparation | 2016-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,097,753 | 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 | $1,187,600 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $38,462 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,462 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $333,589 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $404,302 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $333,589 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,900 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,562,551 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $372,051 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,436 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,436 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $85 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $85 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,800 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,900 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,900 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,321 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,336 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,985 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $684,137 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $684,137 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $696,458 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,336 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $689,122 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $866,093 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $364,715 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $37,754 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $86,960 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $97,960 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $296,108 | CorporateStockBOYAmt |
| Corporate Stock EOY | $366,126 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $620,833 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $199,256 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $199,161 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $378,960 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $533,118 | TotalAssetsBOYAmt |
| Total Assets EOY | $652,247 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,097,753 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $533,118 | CapitalStockBOYAmt |
| Capital Stock EOY | $652,247 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $533,118 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $652,247 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $533,118 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $652,247 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $533,118 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $866,093 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,399,211 | SubtotalAmt |
| Other Decreases | $746,964 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $652,247 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HUNTSMAN CORPORATION | D | 2008-12-18 | 2015-06-30 | $220,391 | $36,009 | $184,382 | $184,382 |
| P JT PARTNERS INCOR | P | 2013-02-04 | 2015-11-20 | $533 | $95 | $438 | $438 |
| HUNTSMAN CORPORATION | D | 2008-12-26 | 2015-08-05 | $182,413 | $34,609 | $147,804 | $147,804 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $333,589 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $386,925 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $793,148 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.487835 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $264,731 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $791,206 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.334592 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $265,949 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $810,425 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.328160 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $269,185 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $826,715 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.325608 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $233,204 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $977,914 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.238471 | DistributionYr5Rt |
| Total Distribution | 1.714666 | TotalDistributionRt |
| Average Distribution | 0.342933 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,098,431 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $376,688 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,647 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $380,335 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $689,122 | 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 | $3,647 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,647 | SubtotalAmt |
| Tax Based On Investment Income | $3,647 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,206 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $6,206 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,559 | OverpaymentAmt |
| Applied To ES Tax | $2,559 | 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 |
| Individual With Books | RONALD L LEEANN R HAVNER | IndividualWithBooksNm |
| 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 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| RONALD L HAVNER | ||||||||
| 2275 CHAUCER ROAD | SAN MARINO | CA | 91108 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LEEANN R HAVNER | ||||||||
| 2275 CHAUCER ROAD | SAN MARINO | CA | 91108 | TRUSTEE | 1.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $989,094 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $126,064 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,115,158 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,115,158 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,727 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,098,431 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,922 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,922 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,647 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,647 | TotalTaxAmt |
| Distributable Before Adj | $51,275 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $51,275 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $51,275 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $689,122 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $689,122 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,647 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $685,475 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,275 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $187,692 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $230,841 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $228,438 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $225,939 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $348,088 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,220,998 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $689,122 | QualifyingDistributionsAmt |
| Applied To Current Year | $51,275 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $637,847 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,858,845 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $187,692 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,671,153 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $230,841 | ExcessFromYear4Amt |
| Excess From Year3 | $228,438 | ExcessFromYear3Amt |
| Excess From Year2 | $225,939 | ExcessFromYear2Amt |
| Excess From Year1 | $348,088 | ExcessFromYear1Amt |
| Excess From Current Year | $637,847 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD LEEANN HAVNER | ContributingManagerNm |
| 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 | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN BALLET THEATRE | ||||||||
| 890 BROADWAY 34D FLOOR | NEW YORK | NY | 10003 | NONE | EXEMPT | PROGRAM SUPPORT | $22,500 | |
| AMERICAN RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | NONE | EXEMPT | PROGRAM SUPPORTS | $1,000 | WESTERN FIRE RELIEF FUND |
| CANCER SUPPORT COMMUNITY | ||||||||
| 200 EAST DEL MAR AVE 11 | PASADENA | CA | 91105 | NONE | EXEMPT | PROGRAM SUPPORT | $1,000 | |
| CASA DE LAS AMIGAS | ||||||||
| 160 NORTH EL MOLINO AVE | PASADENA | CA | 91101 | NONE | EXEMPT | PROGRAM SUPPORT | $17,500 | |
| CITY OF HOPE | ||||||||
| PO BOX 60409 | LOS ANGELES | CA | 90060 | NONE | EXEMPT | PROGRAM SUPPORT | $100,000 | |
| HILLSIDES | ||||||||
| 960 AVENUE 64 | PASADENA | CA | 91105 | NONE | EXEMPT | PROGRAM SUPPORT | $74,237 | |
| HUNTINGTON HOSPITAL | ||||||||
| 100 WEST CALIFORNIA BLVD | PASADENA | CA | 91105 | NONE | EXEMPT | PROGRAM SUPPORT | $208,150 | |
| LA CASA DE SAN GABRIEL | ||||||||
| 203 EAST MISSION RD | SAN GABRIEL | CA | 91776 | NONE | EXEMPT | PROGRAM SUPPORT | $500 | |
| MUSEIQUE | ||||||||
| 750 E GREEN ST SUITE 305 | PASADENA | CA | 91101 | NONE | EXEMPT | PROGRAM SUPPORT | $95,750 | |
| NEW YORK UNIVERSITY | ||||||||
| 25 WEST 4TH ST 3RD FLOOR | NEW YORK | NY | 10012 | NONE | EXEMPT | PROGRAM SUPPORT | $10,000 | |
| PASADENA COMMUNITY FOUNDATION | ||||||||
| 301 E COLORADO BLVD 810 | PASADENA | CA | 91101 | NONE | EXEMPT | PROGRAM SUPPORT | $5,000 | |
| PASADENA GUILD OF CHILDREN'S HOSPIT | ||||||||
| 665 S RAYMOND AVE | PASADENA | CA | 91105 | NONE | EXEMPT | PROGRAM SUPPORT | $6,000 | |
| PASADENA MEALS ON WHEELS | ||||||||
| 54 NORTH OAKLAND AVE | PASADENA | CA | 91101 | NONE | EXEMPT | PROGRAM SUPPORT | $100 | |
| PASADENA RONALD MCDONALD HOUSE | ||||||||
| 763 SOUTH PASADENA AVE | PASADENA | CA | 91105 | NONE | EXEMPT | PROGRAM SUPPORT | $1,000 | |
| PLANNET PARENTHOOD OF PASADENA | ||||||||
| 2333 LAKE AVE | ALTADENA | CA | 91001 | NONE | EXEMPT | PROGRAM SUPPORT | $1,000 | & SAN GABRIEL VALLEY |
| ROTARY CLUB OF SAN MARINO | ||||||||
| PO BOX 80301 | SAN MARINO | CA | 91118 | NONE | EXEMPT | PROGRAM SUPPORT | $10,000 | |
| SAN MARINO HIGH SCHOOL PTSA | ||||||||
| 2701 HUNTINGTON DR | SAN MARINO | CA | 91108 | NONE | EXEMPT | PROGRAM SUPPORT | $100 | |
| SAN MARINO JUNIOR ALLIANCE | ||||||||
| 1370 OLD MILL ROAD | SAN MARINO | CA | 91108 | NONE | EXEMPT | PROGRAM SUPPORT | $1,000 | |
| SAN MARINO SCHOOLS FOUNDATION | ||||||||
| 1665 WEST DR | SAN MARINO | CA | 91108 | NONE | EXEMPT | PROGRAM SUPPORT | $2,000 | |
| SOUTH PASADENA-SAN MARINO | ||||||||
| 1605 GARFIELD AVE | SOUTH PASADENA | CA | 91030 | NONE | EXEMPT | PROGRAM SUPPORT | $5,000 | FAMILY YMCA |
| SUSAN G KOMAN 3 DAY WALK | ||||||||
| PO BOX 660843 | DALLAS | TX | 752660843 | NONE | EXEMPT | PROGRAM SUPPORT | $500 | |
| THE HUNTINGTON LIBRARY | ||||||||
| 1151 OXFORD RD | SAN MARINO | CA | 91108 | NONE | EXEMPT | PROGRAM SUPPORT | $5,000 | |
| THE UCLA FOUNDATION | ||||||||
| 10920 WILSHIRE BLVD 900 | LOS ANGELES | CA | 90024 | NONE | EXEMPT | PROGRAM SUPPORT | $29,800 | |
| TREASURE THE CHILDREN | ||||||||
| 330 WARREN WAY | ARCADIA | CA | 91007 | NONE | EXEMPT | PROGRAM SUPPORT | $1,000 | |
| UCLA DEVELOPMENT | ||||||||
| 10920 WILSHIRE BLVD 140 | LOS ANGELES | CA | 90024 | NONE | EXEMPT | PROGRAM SUPPORT | $6,000 | |
| UNION RESCUE MISSION | ||||||||
| 545 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | EXEMPT | PROGRAM SUPPORT | $25,000 | |
| VILLA ESPERANZA | ||||||||
| 2060 E VILLA ST | PASADENA | CA | 91107 | NONE | EXEMPT | PROGRAM SUPPORT | $55,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $684,137 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,462 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $965 | ExclusionAmt |
| Related Or Exempt Function Incm | $332,624 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BLACKSTONE GROUP LP | Desc |
| Related Or Exempt Function Incm | $2,900 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $39,427 | ExclusionAmt |
| Related Or Exempt Function Incm | $335,524 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $374,951 | 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 | $1,187,600 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | HUNTSMAN CORPORATION STOCK | NoncashPropertyDesc |
| Fair Market Value | $887,600 | FairMarketValueAmt |
| Received | 2015-06-29 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/TAX PREPARATION | CategoryTxt |
| Amt | $2,436 | Amt |
| Net Investment Income | $2,436 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 105.000 SHS BANK OF AMERICA 7. | $88,708 | $114,793 |
| 240.000 SHS WELLS FARGO 7.5% P | $207,400 | $278,640 |
| 20,000.000 HUNTSMAN CORP | $70,018 | $227,400 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 4,000.000 SHS PS BUSINESS PART | AT COST | $180,400 | $349,720 |
| 1,000.000 SHS BLACKSTONE GROUP LP | AT COST | $18,761 | $29,240 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX COST BASIS DIFFERENCE | Desc |
| Amt | $746,964 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| ADMINISTRATIVE COSTS | $9,800 | $4,900 | $4,900 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BLACKSTONE GROUP LP | Desc |
| Revenue And Expenses Per Books | $2,900 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| REGISTRY OF CHARITABLE TRUSTS | $75 | $75 |
| FRANCHISE TAX BOARD | $10 | $10 |