FREDA B RUNYON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FREDA B RUNYON FOUNDATION (EIN 47-0899284)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-02-26
- IRS object ID
- 202530579349100408
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-26T11:10:34-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 853044174 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OWEN & REIKEN CPAS APC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 NATOMA ST STE 104 | AddressLine1Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | 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 | 470899284 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREDA B RUNYON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 5303068464 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 843 | AddressLine1Txt |
| City | EL DORADO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95623 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON BECKETT | PersonNm |
| Person Title | SECRETARY/CFO | PersonTitleTxt |
| Signature | 2025-02-26 | 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 | ANN MARIE OWEN | PreparerPersonNm |
| PTIN | P00286443 | PTIN |
| Phone | 5308719696 | PhoneNum |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,576,987 | 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 | $132,097 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $132,097 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $116,835 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,541,170 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $116,835 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $248,932 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $248,932 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $68,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $64,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,581 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,581 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,173 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,173 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,506 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,506 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,447 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $349 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,098 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,036 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $335 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,701 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $97,143 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,190 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $79,953 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,152 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,152 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $177,295 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,190 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $160,105 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $71,637 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $231,742 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,968 | CashBOYAmt |
| Cash EOY | $34,438 | CashEOYAmt |
| Cash EOYFMV | $34,438 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $16,647 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $193,467 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $193,467 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,777 | AcctRcvblAmt |
| Acct Rcvbl EOY | $3,777 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,777 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $3,336,586 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,215,156 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,345,305 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,375,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,446,838 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,576,987 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,375,201 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,446,838 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,375,201 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,446,838 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,375,201 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,446,838 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,375,201 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $71,637 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,446,838 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,446,838 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 986.04 SH AMERICAN FUNDS EUROPACIFIC GROWTH FUND | P | 2024-09-05 | 2024-11-18 | $56,076 | $56,705 | -$629 | -$629 |
| 2131.155 SH MFS INTERNATIONAL DIVERSIFICATION FUND | P | 2024-09-05 | 2024-11-18 | $51,084 | $52,162 | -$1,078 | -$1,078 |
| 17646.36 SH FIDELITY GOVERNMENT PORTFOLIO INST | P | 2024-09-06 | 2024-11-18 | $17,646 | $17,646 | ||
| 462.249 SH INVESCO EQUALLY WEIGHTED S&P 500 | P | 2021-12-17 | 2024-09-05 | $35,704 | $35,702 | $2 | $2 |
| 610.482 SH AMERICAN FUNDS EUROPACIFIC GROWTH FUND | P | 2023-06-13 | 2024-11-18 | $34,718 | $42,403 | -$7,685 | -$7,685 |
| 913.95 SH FIDELITY ADVISOR HEALTH CARE FD | P | 2022-12-12 | 2024-09-05 | $68,327 | $61,410 | $6,917 | $6,917 |
| 2346.314 SH LORD ABBETT GROWTH LEADERS | P | 2022-08-09 | 2024-09-05 | $94,806 | $107,314 | -$12,508 | -$12,508 |
| 1623.044 SH MFS INTERNATIONAL DIVERSIFICATION FUND | P | 2022-12-29 | 2024-11-18 | $38,904 | $40,284 | -$1,380 | -$1,380 |
| 2433.56 SH PRINCIPAL FDS INC | P | 2022-08-09 | 2024-09-05 | $108,512 | $81,113 | $27,399 | $27,399 |
| 2543.746 SH PUTNAM LARGE CAP VALUE FUND | P | 2022-06-09 | 2024-09-05 | $92,313 | $75,695 | $16,618 | $16,618 |
| 11141.206 SH FIRST TRUST PORTFOLIOS LP | P | 2024-06-26 | 2024-11-18 | $108,718 | $116,571 | -$7,853 | -$7,853 |
| 5048 SH NEXTERA ENERGY | P | 2023-04-24 | 2024-04-15 | $121,404 | $127,213 | -$5,809 | -$5,809 |
| 14477 SH BANK AMER CORP 5% PFD | P | 2023-03-15 | 2024-09-05 | $326,396 | $307,273 | $19,123 | $19,123 |
| 9947 SH WR BERKLEY CO | P | 2021-02-17 | 2024-11-18 | $218,893 | $249,319 | -$30,426 | -$30,426 |
| 3824 SH HANCOCK WHITNEY | P | 2022-01-24 | 2024-04-15 | $87,157 | $107,402 | -$20,245 | -$20,245 |
| 14812 SH NATIONAL RURAL | P | 2023-03-15 | 2024-03-18 | $362,820 | $352,949 | $9,871 | $9,871 |
| 8058 SH CHARLES SCHWAB | P | 2022-11-10 | 2024-09-12 | $203,482 | $199,812 | $3,670 | $3,670 |
| 8996.84 SH FIRST TRUST TECHNOLOGY | P | 2022-12-27 | 2024-03-08 | $126,799 | $92,347 | $34,452 | $34,452 |
| 56.799 SH FIRST TRUST TECHNOLOGY | P | 2023-12-26 | 2024-03-08 | $801 | $632 | $169 | $169 |
| 29196.20 SH FIRST TRUST MEGA-CAP PORT | P | 2022-12-27 | 2024-02-26 | $346,781 | $296,238 | $50,543 | $50,543 |
| 394.53 SH FIRST TRUST MEGA-CAP PORT | P | 2023-12-26 | 2024-02-26 | $4,686 | $4,145 | $541 | $541 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2022-01-01 | 2024-12-31 | $35,143 | $35,143 | $35,143 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $116,835 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,221 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,221 | SubtotalAmt |
| Tax Based On Investment Income | $3,221 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,818 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,818 | TotalPaymentsAndCreditsAmt |
| Tax Due | $403 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELEN BRAKE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5306223530 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5940 QUARTZ DR | AddressLine1Txt |
| City | EL DORADO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95623 | 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BELEN BRAKE | ||||||
| PO BOX 843 | EL DORADO | CA | 95623 | CEO | 30.00 | $34,200 |
| SHARON BECKETT | ||||||
| PO BOX 843 | EL DORADO | CA | 95623 | SECRETARY/CFO | 30.00 | $34,200 |
| KAILE BRAKE | ||||||
| PO BOX 843 | EL DORADO | CA | 95623 | Chairman | 2.00 | $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 | $3,612,784 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,412 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,631,196 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,631,196 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,468 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,576,728 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $178,836 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $178,836 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,221 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,221 | TotalTaxAmt |
| Distributable Before Adj | $175,615 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $175,615 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $175,615 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $160,105 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $160,105 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $175,615 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $10,665 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,602 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,535 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,055 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,797 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $51,654 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $160,105 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $160,105 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $15,510 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $15,510 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $36,144 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $36,144 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,757 | ExcessFromYear4Amt |
| Excess From Year3 | $7,535 | ExcessFromYear3Amt |
| Excess From Year2 | $14,055 | ExcessFromYear2Amt |
| Excess From Year1 | $10,797 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SENIORS FIRST | ||||||
| PO BOX 300 | ROCKLIN | CA | 95677 | NONE | Support for seniors including hot meals, rides to important appointments, friendly visitors, information and assistance, recreational activities, and respite care. | $3,000 |
| HANDS 4 HOPE | ||||||
| 3941 PARK DRIVE SUITE 20-264 | EL DORADO HILLS | CA | 95762 | NONE | Youth making a difference, their mission is to inspire and empower youth in leadership and service. Giving youth a platform to make their voices heard on issues affecting our community and providing them the opportunity to take action in their own way. | $4,000 |
| ASSISTANCE LEAGUE SIERRA FOOTHILLS | ||||||
| 2201 FRANCISCO DRIVE SUITE 140-249 | EL DORADO HILLS | CA | 95762 | NONE | Serving the needs of underprivileged children and adults | $3,600 |
| TWIN LAKES FOOD BANK | ||||||
| 327 MONTROSE DRIVE | FOLSOM | CA | 95630 | NONE | Helping the feed the community with food insecurities. | $2,575 |
| UPPER ROOM DINING HALL | ||||||
| PO BOX 484 | PLACERVILLE | CA | 95667 | NONE | Mission is to provide meals and services to members of the community living under the strain of poverty, treating all guests with dignity and compassion | $3,000 |
| EL DORADO COUNTY CHAMBER OF COMMERCE | ||||||
| 542 MAIN ST | PLACERVILLE | CA | 95667 | NONE | Hwy 50 Adopt a Christmas tree program. | $300 |
| SPECIAL OLYMPICS OF NORCALEL DORADO | ||||||
| PO BOX 0485 | SHINGLE SPRINGS | CA | 95682 | NONE | Transforming lives through the joy of sport for people with intellectual disabilities | $3,000 |
| SIERRA WILDLIFE RESCUE | ||||||
| PO BOX 2127 | PLACERVILLE | CA | 95667 | NONE | A non-profit organization, dedicated to the mission of preserving El Dorado Countys wildlife through public education and by rehabilitating and releasing injured and orphaned native animal species. | $2,000 |
| LOAVES & FISHES MUSTARD SEED PROGRAM | ||||||
| PO BOX 13495 | SACRAMENTO | CA | 95813 | NONE | Emergency school program designed to address the educational, social and health needed of homeless children. | $3,500 |
| AFSP GREATER SACRAMENTO CHAPTER | ||||||
| 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | none | Mission in saving lives and bringing hope to those affected by suicide. Building initiatives to further understand and prevent suicide. | $1,800 |
| THE FOGOTTEN SOLDIER PROJECT | ||||||
| 991 LINCOLN WAY | AUBURN | CA | 95603 | NONE | Dedicated to offering the highest complementary integrative health care services for optimized treatment and preventive care that strengthens physical, mental, and spiritual health of veterans. | $1,500 |
| CALIFORNIA CAREFORCE | ||||||
| 950 RESERVE DRIVE SUITE 120 | ROSEVILLE | CA | 95678 | NONE | Promoting the health and well-being of those in need through volunteer supported, no-cost healthcare clinics throughout California. | $2,500 |
| PROJECT RIDE | ||||||
| 8840 SOUTHSIDE AVENUE | ELK GROVE | CA | 95624 | NONE | Serves over 600 Central Valley students with disabilities using certified therapeutic riding instructors, volunteers & gentle horses. | $3,000 |
| ANGEL FLIGHT NORTHEAST | ||||||
| 492 SUTTON STREET | NORTH ANDOVER | MA | 01845 | NONE | A collaborative organization of non-profits who provide free air and ground transportation to patients across the United States. Helping patients in need to receive vital healthcare. | $3,450 |
| CATIES CLOSET | ||||||
| 28 LOON HILL ROAD | DRACUT | MA | 01826 | NONE | For every child to have access to the essentials that foster physical, emotional and mental well-being. | $2,500 |
| CHRISTMAS AROUND TOWN POWERHOUSE | ||||||
| 311 MARKET ST | FOLSOM | CA | 95630 | NONE | An opportunity for low income individuals and families to enjoy a Christmas service and a shopping experience to pick out gifts for their loved ones. | $2,500 |
| FOUNDATION FOR WOMEN WARRIORS | ||||||
| 1185 PARK CENTER DR STE R | VISTA | CA | 92011 | NONE | Non-Profit organization dedicated to honoring and empowering the women veteran community. | $1,800 |
| RYANS CASE FOR SMILES | ||||||
| 295 E SWEDESFORD RD | CHESTERBROOK | PA | 19087 | NONE | Children receiving treatment for life-changing illnesses and injuries receive the comfort of a whimsical pillowcase while their caregivers receive access to resources to help their entire family to cope emotionally. | $1,751 |
| SOIL BORN FARMS | ||||||
| 2140 CHASE DRIVE | RANCHO CORDOVA | CA | 95670 | NONE | Their mission is to give youth experiences that can have lifelong impacts on them, the farm and out plant. Giving them enriching programs at the American River Ranch and helping them build connections to the natural world, the farm, their health and community. | $3,000 |
| STEPHEN J WAMPLER FOUNDATION | ||||||
| 941 ORANGE AVE STE 440 | CORONADO | CA | 92118 | NONE | Camp Wamp is a residential, summer camp in northern California for persons living with physical disabilities. They offer one-week sessions each summer to varying age groups. Their mission is to provide life changing experiences to children with physical disabilities. | $3,000 |
| ABILITY FOUND | ||||||
| 2324 S CONSTITUTION BLVD | WEST VALLEY CITY | UT | 84119 | NONE | Provide people with disabilities with adaptive equipment to become mobile and gain independence. They rebuild, refurbish, alter the needed equipment, deliver, and fit it, and return to the patient's home as often as needed to ensure goal attainment and healthy results. | $3,000 |
| ARC WAKAMATSU FARM | ||||||
| PO BOX 562 | COLOMA | CA | 95613 | NONE | American River Conservancy Wakamatsu Farm Education Center Phase 2. Wakamatsu Farm is a community place to experience natural resources, sustainable agriculture and cultural history. | $2,500 |
| CLEAR LAKE GLEANERS INC | ||||||
| PO BOX 266 | FINLEY | CA | 95435 | NONE | Serving as stewards in the collection of surplus and donated food. Ensuring its effective distribution, free of charge, to individuals and families within the community. | $1,200 |
| EPPING POLICE BENEVOLENT ASSOCIATION | ||||||
| 37 PLEASANT STREET | EPPING | NH | 03042 | NONE | Donation given to support Officer Katie Ables canine kennel project for canine officer. | $4,000 |
| EL DORADO COUNTY VETERANS ALLIANCE | ||||||
| PO BOX 521 | SHINGLE SPRINGS | CA | 95682 | NONE | Assisting veterans and their families with aid. | $1,800 |
| FISHING FOR THE MISSION | ||||||
| 47 MAIN STREET | BUZZARDS BAY | MA | 02533 | NONE | Providing veterans with the opportunity to enjoy the therapeutic benefits of recreational fishing through fishing charters. They provide peer to peer leadership development and vocational mentorship programs dedicated to preventing suicide and promoting healing among our heroes. | $2,041 |
| FOOD BANK OF EL DORAD COUNTY | ||||||
| 4550 BUSINESS DRIVE | CAMERON PARK | CA | 95682 | NONE | Serving the community with Food insecurities. | $3,500 |
| FOOD LITERACY CENTER | ||||||
| PO BOX 188706 | SACRAMENTO | CA | 95818 | NONE | Inspiring kids to eat their vegetables. Teaching children in low-income elementary schools cooking, nutrition, gardening and active play to improve health, environment, and economy. | $2,510 |
| JONNIE & FRIENDS REACH FOR THE STARS | ||||||
| 915 I STREET 3RD FLOOR | SACRAMENTO | CA | 95814 | NONE | Fundraising effort to restore Universal playground in Sacramentos Southside Park. Replacing worn equipment with fun, all inclusive play structures. Accessible playground equipment for all to enjoy, learn, play on and make new friends. | $3,000 |
| THE FRIENDSHIP CIRCLE | ||||||
| 6892 WEST MAPLE ROAD | WEST BLOOMFIELD | MI | 48322 | NONE | Friendship Circle works with adaptive bike companies from around the world to provide adaptive bikes to children and teens with special needs. | $4,825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,152 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132,097 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $116,835 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $132,097 | ExclusionAmt |
| Related Or Exempt Function Incm | $116,835 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $248,932 | 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 | ANNUAL TAX RETURN PREP, ANNUAL MEETING | CategoryTxt |
| Amt | $3,173 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,173 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANNUAL MEETING, MINUTES, RESOLUTIONS | CategoryTxt |
| Legal Fees | $2,581 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,581 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| AG FILING FEE | $25 | $25 | |
| INVESTMENT EXPENSES | $189 | $189 | |
| OFFICE EXPENSES | $234 | $234 | |
| PAYROLL PROCESSING FEES | $1,796 | $1,684 | $112 |
| PO BOX RENTAL | $232 | $232 | |
| POSTAGE | $13 | $13 | |
| WORKERS' COMPENSATION INSURANCE | $547 | $513 | $34 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT FEES | CategoryTxt |
| Amt | $12,506 | Amt |
| Net Investment Income | $12,506 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $2,865 | $2,865 | |
| FOREIGN TAXES PAID ON DIVIDENDS | $69 | $69 | |
| PAYROLL TAX | $4,513 | $4,233 | $280 |