RYAN EVANS FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- RYAN EVANS FOUNDATION (EIN 20-2060209)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-30
- IRS object ID
- 201230909349100018
- Schema version
- 2010v3.4
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-30T18:37:02-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOELL AGNEW & MORSE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202060209 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RYAN EVANS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RYAN | NameControl |
| Phone | 5597388783 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NORMAN K EVANS | Name |
| Title | PRESIDENT | Title |
| Phone | 5597388783 | Phone |
| Date Signed | 2012-03-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTHEA V NOELL | Name |
| Phone | 5597335500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 5125904 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1000000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 2989 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2989 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 26816 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 26816 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 43576 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 295480 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 43576 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1073381 | TotalRevenueAndExpenses |
| Total Net Investment Income | 73381 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Interest Rev And Expnss | 848 | InterestRevAndExpnss |
| Interest Net Invst Incm | 848 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 317 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1841 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1841 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3006 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2689 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 200000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 200000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 203006 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2689 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 200000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 870375 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 70692 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1642515 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1799245 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1799245 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 380539 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1094184 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1108845 | InvestmentsCorpStockEOYFMV |
| Investments Land Etc Basis | 373428 | InvestmentsLandEtcBasis |
| Investments Land Etc BOY | 373428 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 373428 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 373428 | InvestmentsLandEtcEOYFMV |
| Investments Mortgage Loans BOY | 1566040 | InvestmentsMortgageLoansBOY |
| Investments Mortgage Loans EOY | 1769740 | InvestmentsMortgageLoansEOY |
| Investments Mortgage Loans EOYFMV | 1769740 | InvestmentsMortgageLoansEOYFMV |
| Investments Other BOY | 74754 | InvestmentsOtherBOY |
| Investments Other EOY | 74646 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 74646 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 4037276 | TotalAssetsBOY |
| Total Assets EOY | 5111243 | TotalAssetsEOY |
| Total Assets EOYFMV | 5125904 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 4037276 | RetainedEarningsBOY |
| Retained Earnings EOY | 5111243 | RetainedEarningsEOY |
| Total Net Assets BOY | 4037276 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5111243 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4037276 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5111243 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4037276 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 870375 | ExcessOfRevenueOverExpenses |
| Other Increases | 203700 | OtherIncreases |
| Subtotal | 5111351 | Subtotal |
| Other Decreases | 108 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5111243 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| MERRILL LYNCH AS NOMINEE - VAR STOCKS | P | 211011 | 176375 | 34636 | 34636 |
| MERRILL LYNCH AS NOMINEE - VAR STOCKS | P | 84469 | 75529 | 8940 | 8940 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 43576 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 169575 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3841756 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044140 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 130364 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3448388 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.037804 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 79500 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2894302 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.027468 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 4500 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1827041 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.002463 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 41784 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 550736 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.075869 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.187744 | TotalDistributionRatio |
| Average Distribution Ratio | 0.037549 | AverageDistributionRatio |
| Net Noncharitable Assets | 4215426 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 158285 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 707 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 158992 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 200000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 707 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 707 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 707 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1130 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1130 | TotalCreditsAndPayments |
| Overpayment | 423 | Overpayment |
| Amount Credited To Next Year | 423 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | SARA G EVANS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5596278671 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 620155 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1866875 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1792590 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4279620 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4279620 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 64194 | CashDeemedCharitable |
| Net Noncharitable Assets | 4215426 | NetNoncharitableAssets |
| Minimum Investment Return | 210771 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 210771 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 707 | TaxBasedOnInvestmentIncome |
| Total Tax | 707 | TotalTax |
| Distributable Amount Before Adj | 210064 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 210064 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 210064 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 200000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 200000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 707 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 199293 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 210064 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 191245 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 200000 | QualifyingDistributions |
| Applied To Year1 | 191245 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 8755 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 201309 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NORMAN K EVANS | ContributingManager |
| Contributing Manager | SARA G EVANS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS & BIG SISTERS | |||||||
| 948 N H STREET STE 2 | TULARE | CA | 93274 | NONE | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $16,417 |
| BOYS & GIRLS CLUB OF TULARE COUNTY | |||||||
| 215 W TULARE AVE | VISALIA | CA | 93277 | NONE | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $16,416 |
| CASA | |||||||
| 1146 N CHINOWITH | VISALIA | CA | 93291 | NONE | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $16,417 |
| PRO YOUTH HEART | |||||||
| 400 N CHURCH STREET | VISALIA | CA | 93279 | NONE | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $16,417 |
| LINDSAY DOLLARS FOR SCHOLARS | |||||||
| 1701 E TULARE ROAD | LINDSAY | CA | 93247 | NONE | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $100,000 |
| REDWOOD HIGH SCHOOL | |||||||
| 1001 W MAIN STREET | VISALIA | CA | 93291 | NONE | PUBLIC SCHOOL | SCHOLARSHIP FUND (SELECTION OF RECIPIENT DONE BY SCHOOL) | $1,500 |
| VALLEY OAK SPCA | |||||||
| 29016 HIGHWAY 99 | VISALIA | CA | 93291 | NONE | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $16,416 |
| VISALIA YMCA | |||||||
| 115 S DOLLNER STREET | VISALIA | CA | 93291 | NONE | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $16,417 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 200000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,989 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $26,816 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $43,576 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $73,381 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 73381 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | NORMAN AND SARA EVANS | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 1000000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MERRILL LYNCH SECURITIES | 1044184 | 1058845 |
| SUNCREST BANK | 50000 | 50000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TAPESTRI MEZZ INVESTORS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 74646 | BookValue |
| EOYFMV | 74646 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK/TAX ADJUSTMENT - INVESTMENTS | Description |
| Amount | $108 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | 288 | 288 | 0 |
| MISCELLANEOUS DEDUCTIONS | 1553 | 1553 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUAL BASIS INTEREST INCOME | Description |
| Amount | $203,700 | Amount |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THIS RETURN IS BEING FILED BETWEEN MARCH 1, 2012 AND MARCH 30, 2012, AS DIRECTED BY THE IRS IN NOTICE 2012-4, BECAUSE ELECTRONIC FILING WAS NOT AVAILABLE JANUARY 1, 2012 THROUGH FEBRUARY 29, 2012. WE REQUEST THAT PENALTIES BE WAIVED BECAUSE IT WOULD BE INEQUITABLE TO IMPOSE A PENALTY ON US DUE TO THE UNUSUAL CIRCUMSTANCES REQUIRING US TO DELAY THE FILING OF THIS RETURN. | Explanation |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $317 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |