RYAN EVANS FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RYAN EVANS FOUNDATION (EIN 20-2060209)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-20
- IRS object ID
- 201433249349100403
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-20T16:36:30-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942913900 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOELL AGNEW & MORSE LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 NORTH DEMAREE | AddressLine1 |
| City | VISALIA | City |
| State | CA | State |
| ZIP Code | 932914101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202060209 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RYAN EVANS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RYAN | BusinessNameControlTxt |
| Phone | 5596278671 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2738 | AddressLine1 |
| City | VISALIA | City |
| State | CA | State |
| ZIP Code | 93279 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA G EVANS | PersonNm |
| Person Title | SECRETARY/CFO | PersonTitleTxt |
| Phone | 5596278671 | PhoneNum |
| Signature | 2014-11-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTHEA V NOELL | PreparerPersonNm |
| PTIN | P00436712 | PTIN |
| Phone | 5597335500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,109,901 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $503 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $503 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $40,328 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,328 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$19,016 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,366,653 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $143,697 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $143,697 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $665,512 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $184,528 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,338 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $638 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,009 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,009 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,347 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,647 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $357,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $357,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $388,347 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,647 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $357,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $277,165 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $177,881 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,468,015 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,746,814 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,746,814 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,185,487 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,028,930 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $968,308 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $4,883,826 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $4,320,349 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $4,320,349 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $74,430 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $74,430 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $74,430 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,611,758 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,170,523 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,109,901 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,611,758 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,170,523 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,611,758 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,170,523 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,611,758 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,170,523 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,611,758 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $277,165 | ExcessRevenueOverExpensesAmt |
| Other Increases | $281,600 | OtherIncreasesAmt |
| Subtotal | $8,170,523 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,170,523 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH AS NOMINEE - VARIOUS STOCKS | P | $752,704 | $644,373 | $108,331 | $108,331 |
| MERRILL LYNCH AS NOMINEE - VARIOUS STOCKS | P | $613,949 | $741,296 | -$127,347 | -$127,347 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$19,016 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $180,978 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,383,068 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.024513 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $299,571 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,357,905 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055912 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $199,451 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,482,013 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044500 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $169,575 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,841,756 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044140 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $130,364 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,448,388 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037804 | DistributionYr5Rt |
| Total Distribution | 0.206869 | TotalDistributionRt |
| Average Distribution | 0.041374 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,473,075 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $309,191 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,779 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $310,970 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $357,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,779 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,779 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,779 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,077 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,077 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,298 | OverpaymentAmt |
| Applied To ES Tax | $13,298 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SARA G EVANS | IndividualWithBooksNm |
| Phone | 5596278671 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2423 GREEN ACRES DRIVE | AddressLine1 |
| City | VISALIA | City |
| State | CA | State |
| ZIP Code | 93291 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NORMAN K EVANS | ||||||||
| 2423 GREEN ACRES DRIVE | VISALIA | CA | 93291 | DIRECTOR, PRESIDENT | 0.50 | $0 | $0 | $0 |
| SARA G EVANS | ||||||||
| 2423 GREEN ACRES DRIVE | VISALIA | CA | 93291 | DIRECTOR, SECRETARY, CFO | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $764,591 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,295,881 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,526,406 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,586,878 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,586,878 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,803 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,473,075 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $373,654 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $373,654 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,779 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,779 | TotalTaxAmt |
| Distributable Before Adj | $371,875 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $371,875 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $371,875 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $357,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $357,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,779 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $355,221 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $371,875 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $356,808 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $357,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $356,808 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $192 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $371,683 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NORMAN K EVANS | ContributingManagerNm |
| Contributing Manager | SARA G EVANS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS & BIG SISTERS | |||||||
| 948 N H STREET STE 2 | TULARE | CA | 93274 | NONE | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $58,625 |
| BOYS & GIRLS CLUB OF TULARE COUNTY | |||||||
| 215 W TULARE AVE | VISALIA | CA | 93277 | NONE | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $58,625 |
| CASA | |||||||
| 1146 N CHINOWITH | VISALIA | CA | 93291 | NONE | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $58,625 |
| LINDSAY DOLLARS FOR SCHOLARS | |||||||
| 1701 E TULARE ROAD | LINDSAY | CA | 93247 | NONE | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $100,000 |
| PRO YOUTH HEART | |||||||
| 400 N CHURCH STREET | VISALIA | CA | 93279 | NONE | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $58,625 |
| REDWOOD HIGH SCHOOL | |||||||
| 1001 W MAIN STREET | VISALIA | CA | 93291 | NONE | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $1,500 |
| VALLEY OAK SPCA | |||||||
| 29016 HIGHWAY 99 | VISALIA | CA | 93291 | NONE | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $21,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $357,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $503 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,328 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $143,697 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$19,016 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $165,512 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $165,512 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | NORMAN AND SARA EVANS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2423 GREEN ACRES DRIVE | AddressLine1 |
| City | VISALIA | City |
| State | CA | State |
| ZIP Code | 93291 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH SECURITIES | $978,930 | $918,308 |
| SUNCREST BANK | $50,000 | $50,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TAPESTRI MEZZ INVESTORS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $74,430 | BookValueAmt |
| EOYFMV | $74,430 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $1,039 | $1,039 | $0 |
| LOAN SERVICE FEES | $4,970 | $4,970 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INTEREST ON TRUST DEEDS | $138,964 | $138,964 | $138,964 |
| LATE FEES ON TRUST DEEDS | $4,733 | $4,733 | $4,733 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUAL TO CASH ADJ - ACCRUED INTEREST ON TRUST DEEDS | Description |
| Amount | $281,600 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $638 | $638 | $0 |
| FEDERAL ESTIMATED TAX PAYMENTS | $24,700 | $0 | $0 |