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PHILANTHROPY FUND OF THE OAKMONT LEAGUE OF GLENDALE CALIF INC: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
PHILANTHROPY FUND OF THE OAKMONT LEAGUE OF GLENDALE CALIF INC (EIN 95-6093482)
Tax period
2023-06-01 to 2024-05-31
Filed
2024-09-26
IRS object ID
202412709349200716
Schema version
2023v5.1
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)
Return2024-09-26T17:03:43-07:00ReturnTs
Tax Period End2024-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN464169426PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Brumm & Associates IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1257 S Fair Oaks Ave Ste 204AddressLine1Txt
CityPasadenaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91105ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN956093482EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Philanthropy Fund of the Oakmont LeagueBusinessNameLine1Txt
Business Name Line2of GlendaleBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPHILBusinessNameControlTxt
Phone8182818397PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12100 Montrose Ave 432AddressLine1Txt
CityMontroseCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91020ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKim KlostermanPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2024-09-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDenis J Brumm CPAPreparerPersonNm
PTINP00530900PTIN
Phone6262197002PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website Addresswww.oakmontleague.comWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$31,599GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$9,825ContributionsGiftsGrantsEtcAmt
Membership Dues$2,550MembershipDuesAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$18,326FundraisingGrossIncomeAmt
Special Events Direct Expenses$17,332SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$994SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Other Revenue Total$898OtherRevenueTotalAmt
Total Revenue$14,267TotalRevenueAmt
Grants And Similar Amounts Paid$22,018GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$1,352FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$4,354OtherExpensesTotalAmt
Total Expenses$27,724TotalExpensesAmt
Excess Or Deficit For Year-$13,457ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$73,705NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$60,248NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$74,950BOYAmt
EOY$60,248EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$74,950BOYAmt
EOY$60,248EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,245BOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$73,705BOYAmt
EOY$60,248EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeDonations are made to other non-profit organizations to assist in their charitable purposes, benefiting the community in general.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomAchievements: Donations to Charitable Organizations and Scholarships to StudentsDescriptionProgramSrvcAccomTxt
Program Service Expenses$22,122ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$22,122TotalProgramServiceExpensesAmt
Info In Schedule O Part IVYes (X)InfoInScheduleOPartIVInd

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (15 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Ellen Farewell
3rd Vice Pres.1.50$0
Lydia Brown-Trout
Hospitality1.50$0
Mary Kay Prather
1st VP Program1.50$0
Jackie Kubel
4th VP Social1.50$0
Kimberly Klosterman
Treasurer2.80$0
Liz Reed
Ways & Means1.60$0
Mary Jo Ferrell
2nd VP Membersh1.50$0
Mary Broerman
1st VP Program1.50$0
Pam Reilly
3rd VP Philanth1.50$0
Amanda Duffy
4th VP Social1.50$0
Allison Weir
Corr. Secretary1.40$0
Pam Sorem
President1.60$0
Nancy Spencer
4th VP Social1.50$0
Shauna Lehman
Hospitality1.50$0
Carol Eldred
Recording Sec.1.80$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKimberly KlostermanPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11565 Hillcrest AveAddressLine1Txt
CityGlendaleCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91202ZIPCd
FieldValueIRS element (for citing)
Phone8189708516PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,095CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,248CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,735CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,014CurrentTaxYearMinus1YearAmt
Current Tax Year$12,375CurrentTaxYearAmt
Total$49,467TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,070CurrentTaxYearMinus4YearsAmt
Total$3,070TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,807CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years-$569CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$604CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$31,305CurrentTaxYearMinus1YearAmt
Current Tax Year$994CurrentTaxYearAmt
Total$61,141TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$38,972CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,679CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,339CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$37,319CurrentTaxYearMinus1YearAmt
Current Tax Year$13,369CurrentTaxYearAmt
Total$113,678TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$113,678PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$859CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$580CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$129CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$442CurrentTaxYearMinus1YearAmt
Current Tax Year$898CurrentTaxYearAmt
Total$2,908TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$859CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$580CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$129CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$442CurrentTaxYearMinus1YearAmt
Current Tax Year$898CurrentTaxYearAmt
Total$2,908TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$39,831CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,259CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,468CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$37,761CurrentTaxYearMinus1YearAmt
Current Tax Year$14,267CurrentTaxYearAmt
Total$116,586TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97510PublicSupportCY509Pct
Public Support PY5090.97760PublicSupportPY509Pct
Investment Income CY0.02490InvestmentIncomeCYPct
Investment Income PY0.02240InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1LuncheonEvent1Nm
Gross Receipts Event1$12,422GrossReceiptsEvent1Amt
Gross Revenue Event1$12,422GrossRevenueEvent1Amt
Other Direct Expenses Event1$13,108OtherDirectExpensesEvent1Amt
Event2Misc. EventsEvent2Nm
Gross Receipts Event2$5,904GrossReceiptsEvent2Amt
Gross Revenue Event2$5,904GrossRevenueEvent2Amt
Other Direct Expenses Event2$4,224OtherDirectExpensesEvent2Amt
Gross Receipts Total$18,326GrossReceiptsTotalAmt
Gross Revenue Total Events$18,326GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$17,332OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$17,332DirectExpenseSummaryEventsAmt
Net Income Summary$994NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Revenue.1Interest Income $898
Grants and Similar Amounts Paid In Excess of $5,000.3| Donee's Name: Glendale Community College | Donee's Address: 1500 NOrth Verdugo Road Glendale CA 91208 | Cash Amount Given: $6700
Grants and Similar Amounts Paid In Excess of $5,000.5| Donee's Name: Scholarship to various individuals | Donee's Address: 2100 Montrose AVe. #432 Montrose CA 91020 | Cash Amount Given: $8000
Other Expenses.1002Office Expenses $200
Other Expenses.1Storage rentals $984
Other Expenses.2Bank Charges $930
Other Expenses.3program expenses $900
Other Expenses.4Yearbook $382
Other Expenses.5Website $351
Other Expenses.6P. O. Box rental $216
Other Expenses.7hospitality $165
Other Expenses.8donation $104
Other Expenses.9Miscellaneous $49
Other Expenses.10Past President's gift $48
Other Expenses.11Taxes & Filing Fees $25
Total Liabilities.1001Accounts Payable and Accrued Expenses - Beginning $1245 Accounts Payable and Accrued Expenses - Ending $0

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