VINCE J AND JANE A FLYNN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- VINCE J AND JANE A FLYNN FAMILY FOUNDATION (EIN 26-6156608)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349108151
- Schema version
- 2024v5.0
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T18:52:20-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Disaster Relief | EXTENSION GRANTED TO 11/17/25 | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 821996772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARKSIDE CPAS & CONSULTANTS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 590 VALLOMBROSA AVE | AddressLine1Txt |
| City | CHICO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95926 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266156608 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VINCENT J & JANE A FLYNN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VINC | BusinessNameControlTxt |
| Phone | 5303851475 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 RIO VISTA AVENUE | AddressLine1Txt |
| City | RED BLUFF | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 960809314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE A FLYNN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5303851475 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEANNE M PHILLIPS | PreparerPersonNm |
| PTIN | P00544923 | PTIN |
| Phone | 5303451728 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Condition | EXTENSION GRANTED TO 11/17/25 | SpecialConditionDesc |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $931,299 | 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 |
| Interest On Sav Rev And Expnss | $341 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $341 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $341 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $22,878 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,878 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $22,878 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $136,715 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $996,375 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $136,715 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $9,896 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $159,934 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $159,934 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $33,115 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,525 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,861 | OtherProfFeesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $8,386 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $154,818 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $154,818 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $163,204 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $154,818 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,270 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $159,934 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $33,115 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,058 | CashBOYAmt |
| Cash EOY | $2,700 | CashEOYAmt |
| Cash EOYFMV | $2,700 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,838 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,316 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,316 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $36,576 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $96,701 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $93,330 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $847,700 | CorporateStockBOYAmt |
| Corporate Stock EOY | $810,185 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $823,953 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $924,172 | TotalAssetsBOYAmt |
| Total Assets EOY | $920,902 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $931,299 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $924,172 | RetainedEarningBOYAmt |
| Retained Earning EOY | $920,902 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $924,172 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $920,902 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $924,172 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $920,902 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $924,172 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,270 | ExcessRevenueOverExpensesAmt |
| Subtotal | $920,902 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $920,902 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 | P | 2023-12-06 | 2024-08-20 | $10,608 | $9,223 | $1,385 | $1,385 |
| SELECT SECTOR SPDT TRUST | P | 2024-08-21 | 2024-12-09 | $2,651 | $2,427 | $224 | $224 |
| VANGUARD FTSE DEVELOPED | P | 2021-05-20 | 2024-08-20 | $8,299 | $8,367 | -$68 | -$68 |
| VANGUAR RUSELL 2000 | P | 2023-12-06 | 2024-08-20 | $9,104 | $8,044 | $1,060 | $1,060 |
| VANGUARD INTERMEDIATE | P | 2024-08-21 | 2024-12-09 | $5,011 | $5,058 | -$47 | -$47 |
| VANGUARD FTSE EMERGING | P | 2021-05-20 | 2024-08-20 | $2,235 | $2,020 | $215 | $215 |
| BLACKROCK FDS V | P | 2024-08-21 | 2024-11-25 | $9,934 | $9,892 | $42 | $42 |
| VANGUARD SECTOR INDEX FD | P | 2024-08-21 | 2024-12-09 | $12,178 | $11,044 | $1,134 | $1,134 |
| VANGUARD FTSE EMERGING | P | 2021-02-22 | 2024-08-20 | $21,411 | $26,249 | -$4,838 | -$4,838 |
| VANGUARD EMERGING MARKETS | P | 2024-08-21 | 2024-11-25 | $10,255 | $10,334 | -$79 | -$79 |
| ISHARES BARCLAYS | P | 2023-07-20 | 2024-08-20 | $35,488 | $34,379 | $1,109 | $1,109 |
| VANGUARD FTSE EMERGING | P | 2022-02-25 | 2024-08-20 | $8,895 | $9,456 | -$561 | -$561 |
| VANGUARD SCOTTSDAL FUNDS | P | 2024-08-21 | 2024-11-25 | $29,357 | $31,086 | -$1,729 | -$1,729 |
| ISHARES RUSSELL 1000 | P | 2023-04-12 | 2024-08-20 | $12,852 | $8,436 | $4,416 | $4,416 |
| VANGUARD RUSSELL 2000 | P | 2020-12-17 | 2024-08-20 | $6,871 | $6,327 | $544 | $544 |
| BLACKROCK FDS V | P | 2024-08-21 | 2024-12-09 | $5,013 | $4,978 | $35 | $35 |
| ISHARES RUSSELL 1000 | P | 2022-05-27 | 2024-08-20 | $224,727 | $145,552 | $79,175 | $79,175 |
| VANGUARD RUSSELL 2000 | P | 2023-08-02 | 2024-08-20 | $10,135 | $9,312 | $823 | $823 |
| FIDELITY SALEM STR TR | P | 2024-08-21 | 2024-12-09 | $51,731 | $47,998 | $3,733 | $3,733 |
| ISHARES RUSSELL 1000 | P | 2023-01-06 | 2024-08-20 | $4,039 | $2,347 | $1,692 | $1,692 |
| VANGUARD RUSSELL 2000 | P | 2019-03-22 | 2024-08-20 | $5,325 | $3,780 | $1,545 | $1,545 |
| ISHARES TRUST | P | 2024-08-21 | 2024-12-09 | $12,476 | $12,476 | ||
| ISHARES RUSSELL 1000 | P | 2023-01-23 | 2024-08-20 | $3,672 | $2,284 | $1,388 | $1,388 |
| VNGUARD RUSSELL 2000 | P | 2016-12-21 | 2024-08-20 | $16,663 | $10,655 | $6,008 | $6,008 |
| PIMCO INCOME FD | P | 2024-08-21 | 2024-12-09 | $968 | $971 | -$3 | -$3 |
| ISHARES RUSSELL 1000 | P | 2022-05-27 | 2024-08-20 | $195,692 | $171,146 | $24,546 | $24,546 |
| VANGUARD TOTAL BOND | P | 2022-08-15 | 2024-08-20 | $3,651 | $3,816 | -$165 | -$165 |
| SECTOR SPDR TRUST SBI | P | 2024-08-21 | 2024-12-09 | $825 | $817 | $8 | $8 |
| ISHARES RUSSELL 1000 | P | 2023-08-15 | 2024-08-20 | $18,655 | $16,195 | $2,460 | $2,460 |
| VANGUARD TOTAL BOND | P | 2022-07-29 | 2024-08-20 | $85,984 | $88,950 | -$2,966 | -$2,966 |
| SELECT SECTOR SPDR FUND | P | 2024-08-21 | 2024-12-09 | $6,509 | $5,233 | $1,276 | $1,276 |
| ISHARES TRUST | P | 2023-01-06 | 2024-08-20 | $5,169 | $5,206 | -$37 | -$37 |
| VANGUARD TOTAL BOND | P | 2022-08-22 | 2024-08-20 | $48,357 | $48,752 | -$395 | -$395 |
| SELECT SECTOR SPDR TRUST | P | 2024-08-21 | 2024-12-09 | $1,098 | $1,067 | $31 | $31 |
| VANGUARD FTSE DEVELOPED | P | 2019-03-22 | 2024-08-20 | $11,322 | $9,031 | $2,291 | $2,291 |
| ISHARES TRUST | P | 2023-01-06 | 2024-12-09 | $6,368 | $6,368 | ||
| SELECT SECTOR SPDR TRUST | P | 2024-08-21 | 2024-12-09 | $4,461 | $3,940 | $521 | $521 |
| VANGUARD FTSE DEVELOPED | P | 2018-02-02 | 2024-08-20 | $20,287 | $18,264 | $2,023 | $2,023 |
| VANGUARD TOTAL BOND | P | 2022-08-22 | 2024-12-09 | $10,812 | $11,045 | -$233 | -$233 |
| SELECT SECTOR SPDR TRUST | P | 2024-08-21 | 2024-12-09 | $6,845 | $5,985 | $860 | $860 |
| VANGUARD FTSE DEVELOPED | P | 2020-08-03 | 2024-08-20 | $36,987 | $29,140 | $7,847 | $7,847 |
| SELECT SECTOR SPDR TRUST | P | 2024-08-21 | 2024-12-09 | $289 | $309 | -$20 | -$20 |
| VANGUARD FTSE DEVELOPED | P | 2023-01-23 | 2004-02-02 | $13,166 | $11,701 | $1,465 | $1,465 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $136,715 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,896 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,223 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,223 | SubtotalAmt |
| Tax Based On Investment Income | $2,223 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,886 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,886 | TotalPaymentsAndCreditsAmt |
| Tax Due | $337 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JANE A FLYNN | IndividualWithBooksNm |
| Phone | 5303851475 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 RIO VISTA | AddressLine1Txt |
| City | RED BLUFF | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96080 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE A FLYNN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 RIO VISTA | AddressLine1Txt |
| City | RED BLUFF | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96080 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION PROVIDED GRANTS TO LOCAL, REGIONAL AND NATIONAL RELIGIOUS, EDUCATIONAL AND COMMUNITY ORGANIZATIONS TO SUPPORT CHARITABLE PROGRAMS, THOSE ORGANIZATIONS ALL BEING PUBLICLY FUNDED 501(C)(3) CHARITIES. | Description1Txt |
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 | $988,786 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,083 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,012,869 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,012,869 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,193 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $997,676 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,884 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,884 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,223 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,223 | TotalTaxAmt |
| Distributable Before Adj | $47,661 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $47,661 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $47,661 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $154,818 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $154,818 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,661 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $16,564 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,388 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $20,952 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $154,818 | QualifyingDistributionsAmt |
| Applied To Current Year | $47,661 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $107,157 | RemainingDistriFromCorpusAmt |
| Total Corpus | $128,109 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $16,564 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $111,545 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,388 | ExcessFromYear4Amt |
| Excess From Current Year | $107,157 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JANE A FLYNN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JANE A FLYNN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 RIO VISTA AVE | AddressLine1Txt |
| City | RED BLUFF | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96080 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5303851475 | RecipientPhoneNum |
| Form And Info And Materials | INCLUDE THE NAME, ADDRESS AND PHONE NUMBER OF ORGANIZATION. DESCRIBE THE AMOUNT OF FUNDING REQUESTED AND PURPOSE, SPECIFICALLY STATING HOW THE FUNDS WILL BE USED, INCLUDING TARGET POPULATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE AMOUNT AWARDED IS AT THE DISCRETION OF THE DISTRIBUTION COMMITTEE AND IS BASED ON MAJORITY VOTE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MERCY FOUNDATION NORTH | ||||||
| 3625 EDITH AVENUE STE E | REDDING | CA | 96001 | NONE | SUPPORT OF HOSPITAL | $140,000 |
| SACRED HEART SCHOOL | ||||||
| 2255 MONROE AVE | RED BLUFF | CA | 96080 | NONE | TUITION | $4,818 |
| SACRED HEART PARISH | ||||||
| 2355 MONROE AVE | RED BLUFF | CA | 96080 | NONE | DONATION FOR PARISH | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $154,818 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $341 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22,878 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $136,715 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $159,934 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $159,934 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PARKSIDE CPAS -TAX PREPARATION | CategoryTxt |
| Amt | $2,525 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS | ||
| VANGUARD INTL EQUITY INDEX FDS FTSE | ||
| VANGUARD SCOTTSDALE FDS VANGURAD RUS | ||
| ISHARES TR RUSSELL 1000 GROWTH ETF | ||
| VANGUARD BD INDEX FDS | ||
| ISHARES TR RUSSELL 1000 VALUE ETF | ||
| ISHARES TR INTER GOVT CR BD ETF | ||
| FIDELITY 500 INDEX FUND | $322,264 | $336,465 |
| SECTOR SPDR TRUST SBI | $9,475 | $9,119 |
| SELECT SECTOR SPDR FUND | $15,327 | $18,397 |
| SELECT SECTOR SPDR TRUST - INT ENTER | $9,249 | $8,909 |
| SELECT SECTOR SDPR TRUST - COMMUNICA | $16,812 | $18,588 |
| SELECT SECTOR SPDR TRUST - FINANCIAL | $25,033 | $27,693 |
| SELECT SECTOR SPDR TRUST - HEALTH | $25,468 | $22,699 |
| SELECT SECTOR SPDR TRUST - INDUSTRIA | $13,159 | $13,571 |
| VANGUARD SECTOR INDEX FDS - TECH | $56,382 | $60,315 |
| BLACKROCK FDS V | $38,073 | $37,698 |
| ISHARES TRUST MBS ETF | $48,648 | $46,409 |
| PIMCO INCOME FUND | $9,571 | $9,393 |
| VANGUARD INTERMDIATE TERM CORP BD | $67,494 | $65,340 |
| VANGUARD TOTAL BOND MARKET | $153,230 | $149,357 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $96,701 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $93,330 | USGovtObligationsEOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| INVESTMENT ADVISORY FEES | $5,846 |
| BANK FEES | $15 |