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DONAVAN AND RANDIE JUDKINS FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
DONAVAN AND RANDIE JUDKINS FAMILY FOUNDATION (EIN 20-0761150)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-06-24
IRS object ID
202421769349100762
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-06-24T16:06:31-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN453623581PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TAYLOR & GALYAN CPA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11800 30TH ST STE 170AddressLine1Txt
CityBAKERSFIELDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93301ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200761150EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DONAVAN AND RANDIE JUDKINSBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDONABusinessNameControlTxt
Phone6618362996PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 20582AddressLine1Txt
CityBAKERSFIELDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93390ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDONAVAN JUDKINSPersonNm
Person TitleFOUND. MNGR.PersonTitleTxt
Phone6618362996PhoneNum
Signature2024-05-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDONAVANPersonFirstNm
Person LastJUDKINSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonVAL D TAYLORPreparerPersonNm
PTINP00399060PTIN
Phone6616312257PhoneNum
Preparation2024-06-24PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,746,631FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$146,282InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$146,282InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$107,426DividendsRevAndExpnssAmt
Dividends Net Invst Incm$107,426DividendsNetInvstIncmAmt
Other Income Rev And Expnss$70,523OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$70,523OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$324,331TotalRevAndExpnssAmt
Total Net Invst Incm$324,231TotalNetInvstIncmAmt
Interest Rev And Expnss$24,524InterestRevAndExpnssAmt
Interest Net Invst Incm$24,524InterestNetInvstIncmAmt
Taxes Rev And Expnss$1,630TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,630TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$21,951TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$21,951TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$60,357OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$52,991OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$7,366OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$108,462TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$79,145TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$29,317TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$394,167ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$394,167ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$502,629TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$79,145TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$423,484TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$178,298ExcessRevenueOverExpensesAmt
Net Investment Income$245,086NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,408CashBOYAmt
Cash EOY$30,024CashEOYAmt
Cash EOYFMV$30,024CashEOYFMVAmt
Other Investments BOY$6,045,275OtherInvestmentsBOYAmt
Other Investments EOY$5,845,361OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,716,607OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,053,683TotalAssetsBOYAmt
Total Assets EOY$5,875,385TotalAssetsEOYAmt
Total Assets EOYFMV$6,746,631TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$6,053,683NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$5,875,385NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$6,053,683TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,875,385TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,053,683TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,875,385TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,053,683TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$178,298ExcessRevenueOverExpensesAmt
Subtotal$5,875,385SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,875,385TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,407InvestmentIncomeExciseTaxAmt
Subtotal$3,407SubtotalAmt
Tax Based On Investment Income$3,407TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,170EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,240ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$3,410TotalPaymentsAndCreditsAmt
Overpayment$3OverpaymentAmt
Applied To ES Tax$3AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDONAVAN JUDKINSIndividualWithBooksNm
Phone6618362996PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 20582AddressLine1Txt
CityBAKERSFIELDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93390ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DONAVAN JUDKINS
PO BOX 20582BKRFLDCA93390FOUND. MNGR.5.00$0$0$0
RANDIE JUDKINS
PO BOX 20582BKRFLDCA93390FOUND. MNGR.4.00$0$0$0
DALTON JUDKINS
PO BOX 20582BAKERSFIELDCA93390FOUND MNGR.1.00$0$0$0
CHASE JUDKINS
PO BOX 20582BAKERSFIELDCA93390FOUND. MNGR.1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SUPPORT OF TRUBLED YOUTHDescription1Txt
Expenses1$26,031Expenses1Amt
Description2POVERTY RELIEFDescription2Txt
Expenses2$23,862Expenses2Amt
Description3CHILDRENS HEALTHCAREDescription3Txt
Expenses3$21,692Expenses3Amt
Description4RELIGIOUS INSTRUCTIONDescription4Txt
Expenses4$16,269Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,945,318AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,653AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,952,971TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,952,971AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$89,295CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,863,676NetVlNoncharitableAssetsAmt
Minimum Investment Return$293,184MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$293,184MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,407TaxBasedOnInvestmentIncomeAmt
Total Tax$3,407TotalTaxAmt
Distributable Before Adj$289,777DistributableBeforeAdjAmt
Distributable Before Ded$289,777DistributableBeforeDedAmt
Distributable As Adjusted$289,777DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$423,484ExpensesAndContributionsAmt
Qualifying Distributions$423,484QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$289,777DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$78,523ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,048ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$84,571TotalExcessDistributionCyovAmt
Qualifying Distributions$423,484QualifyingDistributionsAmt
Applied To Current Year$289,777AppliedToCurrentYearAmt
Remaining Distri From Corpus$133,707RemainingDistriFromCorpusAmt
Total Corpus$218,278TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$218,278ExcessDistriCyovToNextYrAmt
Excess From Year2$78,523ExcessFromYear2Amt
Excess From Year1$6,048ExcessFromYear1Amt
Excess From Current Year$133,707ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
POWER TO CHANGE
17951 COWAN SUITE 101IRVINECA92614501 (C) 3RELIGIOUS INSTRUCTION$45,000
HEARTLIGHT MINISTRIES
PO BOX 286HALLSVILLETX75650501 (C) 3TROUBLED YOUTH EDUCATION AND SUPPORT$30,000
UNITED BOYS AND GIRLS CLUBS
602 W ANAPAMU STSANTA BARBARACA93101501 ( C) 3SUPPORT OF TROUBLED YOUTH$93,292
UNITY SHOPPE INC
110 WEST SOLA STSANTA BARBARACA93101501 (C) 3DISASTER RELIEF$75,000
NEW HOPE OPPORTUNITIES HONDURAS
4170 DOULGLAS BLVDGRANITE BAYCA95746501(C) 3RELIGIOUS INSTRUCTION$5,000SUITE 150
SANTA BARBARA POLICE FOUNDATION
PO BOX 91929SANTA BARBARACA93190PUBLIC SERVICE SUPPORT$22,950
SANTA BARBARA POLO CLUB
3300 VIA REALCARPINTERIACA93013PUBLIC COMMUNITYSERVICE$7,600
MARRIAGE MATTERS
11203 DRAPER CTBAKERSFIELDCA93311MARRIAGE COUNSELING$40,000
ALPHA RESEOURCE CENTER
4501 CATHEDRAL OAKS RDSANTA BARBARACA93110CHILDRENS GUIDANCE$40,000
CHILDRENS TUMOR FOUNDATON
PO BOX 7247PHILIDELPHIAPA191700001CHILDRENS HEALTH SUPPORT$35,000
DREAM FOUNDATION
1528 CHAPALA STREESANTA BARBARACA93101CHILDRENS HEALTH SUPPORT$325
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$394,167TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$146,282ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$107,426RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$70,523RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$146,282ExclusionAmt
Related Or Exempt Function Incm$177,949RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$324,231TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number3LineNumberTxt
Relationship StatementALL INVEST. RETURN WAS CONTRIB. TO EXMPT. PURPOSE ORGANIZ.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPARTNERSHIP CAPITAL BALANCECategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$5,845,361BookValueAmt
EOYFMV$6,716,607EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
PORTFOLIO DEDUCTIONS$52,991$52,991
SERVICE FEES$60$60
FOUNDATION MANAGERS HEALTH I$7,306$7,306

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNEXT PHASE K-1 NET CAP GAINDesc
Revenue And Expenses Per Books$70,523RevenueAndExpensesPerBooksAmt
Net Investment Income$70,523NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
TAXES - FOREIGN$1,555$1,555
FTB$75$75

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