DONEGAN-BURNS FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- DONEGAN-BURNS FOUNDATION (EIN 20-1760871)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-26
- IRS object ID
- 201641179349100204
- Schema version
- 2015v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-26T08:36:42-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201760871 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONEGAN BURNS FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CO BETTYE GEURIN-BURNS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONE | BusinessNameControlTxt |
| Phone | 9496435317 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5967 REDONDO DRIVE | AddressLine1Txt |
| City | BONSALL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETTYE BURNS | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2016-04-26 | 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 | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,811,109 | 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 | $200,804 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $200,804 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $200,804 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $380,906 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,426,836 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $380,906 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $380,906 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,186 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $582,896 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $581,710 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $581,710 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $60,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $60,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $10,800 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10,800 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $10,800 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,980 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,980 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $5,980 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $76,567 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $76,567 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $76,567 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $75 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $75 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $75 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $55,870 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55,870 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $55,870 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $209,292 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $209,292 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $209,292 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $359,366 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $359,366 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $568,658 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $209,292 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $209,292 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $359,366 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,238 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $372,418 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $372,418 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $83,661 | CashBOYAmt |
| Cash EOY | $178,240 | CashEOYAmt |
| Cash EOYFMV | $178,240 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $56,243 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,787 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,787 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,043 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,043 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $435,342 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $245,318 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $263,251 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,325,859 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,571,922 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,447,559 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $321,723 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $271,744 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $292,191 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $687,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $637,500 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $606,616 | 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 | $5,913,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,927,976 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,811,109 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,945 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,933 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,945 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,933 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,911,805 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,926,043 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,911,805 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,926,043 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,913,750 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,927,976 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,911,805 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,238 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,926,043 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,926,043 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CALL OPTIONS - VARIOUS | P | 2015-01-01 | 2015-01-01 | $57,646 | $31,317 | $26,329 | $26,329 |
| OTHER SECURITIES - VARIOUS | P | 2015-01-01 | 2015-01-01 | $1,369,190 | $1,014,613 | $354,577 | $354,577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $380,906 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $380,906 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,448 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,448 | SubtotalAmt |
| Tax Based On Investment Income | $7,448 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $7,449 | TaxDueAmt |
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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| RANDY GEURIN | ||||||
| 5577 S GUTHRIE PEAK DR | GREEN VALLEY | AZ | 85622 | Director | 0.00 | $0 |
| BETTYE LOU GEURIN BURNS | ||||||
| 5967 REDONDO DR | BONSALL | CA | 92003 | President & CEO | 0.00 | $0 |
| DEBORAH HUMPHRIES | ||||||
| 29077 BULVERDE RD | SAN ANTONIO | TX | 78260 | Director | 0.00 | $0 |
| BYRON SAMARAS | ||||||
| 7751 E GLENROSA AVE B-1 | SCOTTSDALE | AZ | 85251 | 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 | $7,448 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,448 | TotalTaxAmt |
| Distributable Before Adj | $7,448 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,448 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $359,366 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $359,366 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $359,366 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $359,366 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $359,366 | RemainingDistriFromCorpusAmt |
| Total Corpus | $359,366 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $359,366 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $359,366 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 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 | $23,945 |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| 500 PARNASSUS AVE | SAN FRANCISCO | CA | 94143 | NONE | EOF | EDUCATION | $16,019 |
| CATHEDRAL CATHOLIC HIGH SCHOOL | |||||||
| 5555 DEL MAR HEIGHTS ROAD | SAN DIEGO | CA | 92130 | NONE | EOF | EDUCATION | $16,182 |
| REINS | |||||||
| 4461 S MISSION ROAD | FALLBROOK | CA | 92028 | NONE | PC | CHARITY | $25,000 |
| MAUI PREPARTORY ACADEMY | |||||||
| 5095 NAPILIHAU ST | LAHAINA | HI | 96761 | NONE | EOF | EDUCATION | $25,450 |
| Tee Up For The Troops | |||||||
| co Vist Valley Country Club | Vista | CA | 92084 | NONE | PC | CHARITY | $5,000 |
| SHEA CENTER | |||||||
| 26284 OSO RD | SAN JUAN CAPISTRANO | CA | 92675 | NONE | PC | CHARITY | $3,500 |
| LAGUNA BEACH UNIFIED SCHOOL DISTRIC | |||||||
| 550 BLUMONT ST | LAGUNA BEACH | CA | 92651 | NONE | EOF | EDUCATION | $12,240 |
| MODOC SCHOOL SELPA | |||||||
| 139 HENDERSON ST | ALTURAS | CA | 96101 | NONE | EOF | EDUCATION | $8,685 |
| UC REGENTS | |||||||
| 201 SPROUL HALL | BERKELEY | CA | 94720 | NONE | EOF | EDUCATION | $8,278 |
| CYRIL PUBLIC SCHOOLS | |||||||
| 100 WEST WINDLE | CYRIL | OK | 73029 | NONE | EOF | EDUCATION | $11,961 |
| PERKINS TYRON ELEMENTARY SCHOOL | |||||||
| 103 SW 2ND | PERKINS | OK | 74059 | NONE | EOF | EDUCATION | $6,645 |
| LEADING LEGACIES | |||||||
| 404 EUCLID AVE | SAN DIEGO | CA | 92114 | NONE | EOF | EDUCATION | $10,633 |
| ARIZONA STATE UNIVERSITY | |||||||
| P O BOX 870112 | TEMPE | AZ | 85287 | NONE | EOF | EDUCATION | $9,462 |
| UNIVERSITY OF NOTRE DAME | |||||||
| UNIVERSITY OF NOTRE DAME | NOTRE DAME | IN | 46556 | NONE | EOF | EDUCATION | $20,366 |
| ABC FOUNDATION | |||||||
| 3250 NE 1ST AVE STE 305 | MIAMI | FL | 33137 | NONE | CHARITABLE | $2,880 | |
| SEAL BEACH ANIMAL CARE CENTER | |||||||
| 1700 ADOLFO LOPEZ DR | SEAL BEACH | CA | 90740 | NONE | CHARITABLE | $2,500 | |
| COMMUNITY RESOURCE CENTER | |||||||
| 169 SAXONY ROAD STE 104 | ENCINITAS | CA | 92024 | NONE | CHARITABLE | $2,500 | |
| LYNN RAMSAY COUNTY CENTER | |||||||
| 1670 BEAM AVE | MAPLEWOOD | MN | 55109 | NONE | CHARITABLE | $1,000 | |
| MAUI OLA FOUNDATION | |||||||
| 120 VANTIS STE 300 | ALISO VIEJO | CA | 92656 | NONE | CHARITABLE | $1,000 | |
| NEIGHBORHOOD HOMEWORK HOUSE | |||||||
| P O BOX 993 | AZUSA | CA | 91702 | NONE | EDUCATION | $10,000 | |
| PEGASUS THERAPEUTIC RIDING ACCADEMY | |||||||
| 8297 BUSTLETON AVE | PHILADELPHIA | PA | 19152 | NONE | EDUCATION | $5,000 | |
| GRAND CANYON UNIVERSITY | |||||||
| 3300 WEST CAMELBACK ROAD | PHOENIX | AZ | 85017 | NONE | EDUCATION | $22,653 | |
| PALOMA SCHOOL DISTRICT | |||||||
| 38739 W I 8 | GILA BEND | AZ | 85337 | NONE | EDUCATION | $6,645 | |
| ABBIE SCHOOL OF TUCSON | |||||||
| 5870 E 14TH ST | TUCSON | AZ | 85711 | NONE | EDUCATION | $15,950 | |
| TUCSON YOUTH DEVELOPMENT | |||||||
| 1901 N STONE AVE | TUCSON | AZ | 85705 | NONE | EDUCATION | $15,950 | |
| BLACK BUTTE UNION SCHOOL | |||||||
| 7752 PONDEROSA WAY | SHINGLETOWN | CA | 96088 | NONE | EDUCATION | $15,950 | |
| WYMAN ELEMENTARY SCHOOL | |||||||
| 677 MAIN ST | WOBURN | MA | 01801 | NONE | EDUCATION | $17,022 | |
| SHULLSBURG SCHOOL DISTRICT | |||||||
| 444 N JUDGEMENT ST | SHULLSBURG | WI | 53586 | NONE | EDUCATION | $15,950 | |
| THERAPEUDIC RIDING OF TUCSON | |||||||
| 8920 EAST WOODLAND RD | TUCSON | AZ | 85749 | NONE | EDUCATION | $10,000 | |
| EWGA OF SAN ANTONIO TX | |||||||
| P O BOX 701176 | SAN ANTONIO | TX | 78210 | NONE | CHARITABLE | $2,000 | |
| CALIF STATE UNIVERSITY NORTHRIDGE F | |||||||
| 18111 NORDHOFF ST | NORTHRIDGE | CA | 91330 | NONE | EDUCATION | $3,000 | |
| MAUI FOOD BANK | |||||||
| 760 KOLU ST | WAILUKU | HI | 96793 | NONE | CHARITABLE | $3,000 | |
| MAUI HUMANE SOCIETY | |||||||
| MOKULELE | KAHULUI | HI | 96784 | NONE | CHARITABLE | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $359,366 | 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 | $200,804 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $380,906 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VICTIM WITNESS PROGRAM | Desc |
| Exclusion | 1 | ExclusionCd |
| Related Or Exempt Function Incm | $1,186 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $582,896 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $582,896 | 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 | $5,980 | Amt |
| Net Investment Income | $5,980 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,980 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | HI BETTYEPLEASE SIGN AND DATE THE ENCLOSED FORMS AND RETURN TO ME IN THE ENVELOPE PROVIDED.THANKS | MediumExplanationTxt |
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 | $10,800 | LegalFeesAmt |
| Net Investment Income | $10,800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,800 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| AGENT CUSTODY FEE | $45 | $45 | $45 |
| ANNUITY PAYMENTS | $50,000 | $50,000 | $50,000 |
| OFFICE SUPPLIES | $1,025 | $1,025 | $1,025 |
| PAYROLL TAX EXPENSE | $4,800 | $4,800 | $4,800 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VICTIM WITNESS PROGRAM | Desc |
| Revenue And Expenses Per Books | $1,186 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BOARD MEETING LUNCHES | $250 | $250 | $250 | $0 |
| DIRECTORS' FEES | $10,800 | $10,800 | $10,800 | $0 |
| INVESTMENT ADVISORY SERVICES | $65,117 | $65,117 | $65,117 | $0 |
| SECRETARIAL FEE | $400 | $400 | $400 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $75 | Amt |
| Net Investment Income | $75 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $75 | AdjustedNetIncomeAmt |