RYAN EVANS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RYAN EVANS FOUNDATION (EIN 20-2060209)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-03-04
- IRS object ID
- 202530639349100728
- Schema version
- 2023v6.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-04T17:42:30-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952972229 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIELLS PHILLIPS VAUGHAN & BOCK | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 NEW STINE ROAD | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | 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 | BusinessNameLine1Txt |
| 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 | AddressLine1Txt |
| City | VISALIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93279 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORMAN K EVANS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5596278671 | PhoneNum |
| Signature | 2025-03-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOEL A BOCK CPA MST | PreparerPersonNm |
| PTIN | P00639274 | PTIN |
| Phone | 6618347411 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $14,470,528 | 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 | $4,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $120,971 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $120,971 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $265,476 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $265,476 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $114,803 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $114,803 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $19,674 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $130,218 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,759,442 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $130,218 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,631,468 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $631,468 | 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 |
| Accounting Fees Rev And Expnss | $7,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,225 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $16,616 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,616 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $51,751 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $51,751 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $43,455 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43,455 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $119,047 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $119,047 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $430,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $430,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $549,047 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $119,047 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $430,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,082,421 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $512,421 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,143 | CashBOYAmt |
| Cash EOY | $20,238 | CashEOYAmt |
| Cash EOYFMV | $20,241 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,619,290 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,753,641 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,753,641 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,691,062 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,837,295 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,636,873 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,746,289 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $167,437 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,728,870 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,578,852 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $2,025,000 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans BOY | $88,773 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $88,773 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $88,773 | MortgageLoansEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $946,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $946,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,144,138 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,224,799 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,470,528 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,900 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,773 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,900 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,773 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $9,140,238 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,216,026 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,140,238 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,216,026 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,144,138 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,224,799 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,140,238 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,082,421 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,222,659 | SubtotalAmt |
| Other Decreases | $6,633 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,216,026 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 3 MONTGOMERY UNITS | P | $58,601 | $22,284 | $120,550 | -$39,665 | -$39,665 |
| PUBLICLY TRADED SECURITIES | $6,700,841 | $6,530,958 | $169,883 | $169,883 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $130,218 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,123 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,123 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,123 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,240 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $16 | EsPenaltyAmt |
| Overpayment | $2,101 | OverpaymentAmt |
| Applied To ES Tax | $2,101 | 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 | 5597388783 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1160 NW UNION ST | AddressLine1Txt |
| City | BEND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97703 | ZIPCd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SARA G EVANS | ||||||||
| 1160 NW UNION ST | BEND | OR | 97703 | DIRECTOR, SECRETARY, CFO | 2.00 | $0 | $0 | $0 |
| NORMAN K EVANS | ||||||||
| 1160 NW UNION ST | BEND | OR | 97703 | DIRECTOR, PRESIDENT | 0.50 | $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 | $4,825,427 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,086,644 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,025,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,937,071 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,937,071 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $179,056 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,758,015 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $587,901 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $587,901 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,123 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,123 | TotalTaxAmt |
| Distributable Before Adj | $580,778 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $580,778 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $580,778 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $430,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $430,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $580,778 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $427,541 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $430,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $427,541 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,459 | 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 | $578,319 | 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 | SARA G EVANS | ContributingManagerNm |
| Contributing Manager | NORMAN K EVANS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BIG BROTHERS & BIG SISTERS | ||||||
| 948 N H STREET STE 2 | TULARE | CA | 93274 | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $20,000 |
| BOYS & GIRLS CLUB OF TULARE COUNTY | ||||||
| 215 W TULARE AVE | VISALIA | CA | 93277 | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $50,000 |
| DESERT COMMUNITY FOUNDATION | ||||||
| 75105 MERLE DR STE 300 | PALM DESERT | CA | 92211 | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $20,000 |
| GRANDMA'S HOUSE | ||||||
| 226 S BLACKSTONE ST | TULARE | CA | 93274 | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $100,000 |
| TUNNEL TO TOWERS FOUNDATION | ||||||
| 2361 HYLAND BLVD | STATEN ISLAND | NY | 10306 | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $20,000 |
| WOUNDED WARRIOR PROJECT | ||||||
| 8880 RIO SAN DIEGO DRIVE SUITE 900 | SAN DIEGO | CA | 92108 | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $20,000 |
| ST FRANCIS SCHOOL | ||||||
| 2450 NE 27TH ST | BEND | OR | 97701 | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $100,000 |
| CHESTERSON ACADEMY | ||||||
| 2450 NE 27TH ST | BEND | OR | 97701 | 501(C)(3) ORG. | CONTRIBUTION TO GENERAL FUND | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $430,000 | 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 | $120,971 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $265,476 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19,674 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531110 | BusinessCd |
| Unrelated Business Taxbl Incm | -$39,665 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $169,883 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$39,665 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $386,447 | ExclusionAmt |
| Related Or Exempt Function Incm | $189,557 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $536,339 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 5 | LineNumberTxt |
| Relationship Statement | RENTAL ACTIVITIES TO FINANCE PROGRAM ACTIVITIES | RelationshipStatementTxt |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIG LUCKY FARMS LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2738 | AddressLine1Txt |
| City | VISALIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93279 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,225 | Amt |
| Net Investment Income | $7,225 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| DENSON | 2018-12-20 | $72,116 | $11,799 | SL | 27.500000000000 | $2,622 | $2,622 |
| CROW CREEK | 2018-11-07 | $228,087 | $38,705 | SL | 27.500000000000 | $8,294 | $8,294 |
| MONTGOMERY- 3 UNITS | 2018-11-01 | $120,550 | $20,457 | SL | 27.500000000000 | $1,827 | $1,827 |
| LAND - DENSON | 2018-12-20 | $18,029 | L | $0 | $0 | ||
| LAND - CROW CREEK | 2018-11-07 | $57,022 | L | $0 | $0 | ||
| LAND - MONTGOMERY (6 UNITS) | 2018-11-01 | $60,275 | L | $0 | $0 | ||
| LITTLE CROW, NV | 2021-05-07 | $255,324 | $20,117 | SL | 27.500000000000 | $9,285 | $9,285 |
| LAND - LITTLE CROW | 2021-05-07 | $63,832 | L | $0 | $0 | ||
| LAND - SILVER GLEN | 2022-06-03 | $90,396 | L | $0 | $0 | ||
| SILVER GLEN, NV | 2022-06-03 | $361,582 | $14,244 | SL | 27.500000000000 | $13,148 | $13,148 |
| LAND - EMERALD | 2022-06-16 | $83,815 | L | $0 | $0 | ||
| EMERALD GLOW, NV | 2022-06-16 | $335,261 | $12,191 | SL | 27.500000000000 | $12,191 | $12,191 |
| MONTGOMERY- 3 UNITS | 2018-11-01 | $120,550 | $20,457 | SL | 27.500000000000 | $4,384 | $4,384 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH SECURITIES | $4,787,295 | $5,586,873 |
| SUNCREST BANK | $50,000 | $50,000 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| DENSON | $72,116 | $14,421 | $57,695 |
| CROW CREEK | $228,087 | $46,999 | $181,088 |
| LAND - DENSON | $18,029 | $0 | $18,029 |
| LAND - CROW CREEK | $57,022 | $0 | $57,022 |
| LAND - MONTGOMERY (6 UNITS) | $60,275 | $0 | $60,275 |
| LITTLE CROW, NV | $255,324 | $29,402 | $225,922 |
| LAND - LITTLE CROW | $63,832 | $0 | $63,832 |
| LAND - SILVER GLEN | $90,396 | $0 | $90,396 |
| SILVER GLEN, NV | $361,582 | $27,392 | $334,190 |
| LAND - EMERALD | $83,815 | $0 | $83,815 |
| EMERALD GLOW, NV | $335,261 | $24,382 | $310,879 |
| MONTGOMERY- 3 UNITS | $120,550 | $24,841 | $95,709 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTE RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $946,000 | EOYBookValueAmt |
| EOYFMV | $946,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX | Desc |
| Amt | $6,633 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $13,409 | $13,409 | $0 |
| FILING FEES | $100 | $100 | $0 |
| BANK CHARGES | $1,060 | $1,060 | $0 |
| MISCELLANEOUS | $1,744 | $1,744 | $0 |
| CLEANING | $1,668 | $1,668 | $0 |
| INSURANCE | $5,727 | $5,727 | $0 |
| UTILITIES | $5,862 | $5,862 | $0 |
| PROPERTY MANAGEMENT FEES | $7,486 | $7,486 | $0 |
| HOA DUES | $2,508 | $2,508 | $0 |
| REPAIR & MAINTENANCE | $3,591 | $3,591 | $0 |
| TENANT PROCUREMENT FEES | $300 | $300 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| TENANT DEPOSITS | $3,900 | $3,900 |
| DUE TO SUNRIVER SALES | $0 | $4,873 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $380 | $380 | $0 |
| PROPERTY TAX | $16,236 | $16,236 | $0 |