TYRONE HERITAGE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TYRONE HERITAGE FOUNDATION (EIN 77-0516597)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-12
- IRS object ID
- 202442569349100534
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-12T20:40:36-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770516597 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Tyrone Heritage Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | TYRO | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | joe ethan boomer butler | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-08-09 | 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 | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,798,245 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14,364 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,364 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $319,482 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $319,482 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,464 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,360,861 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $82,464 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $416,310 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $416,310 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $2,352 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,352 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $55,932 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,932 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,647 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $41,466 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $41,466 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $107,397 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,932 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,818 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,345,080 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,345,080 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,452,477 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,932 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,388,898 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,036,167 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $360,378 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,225,875 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $201,355 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $201,355 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,378,961 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,367,314 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,596,890 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $12,604,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,568,669 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,798,245 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,604,836 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,568,669 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,604,836 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,568,669 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,604,836 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,568,669 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,604,836 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,036,167 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,568,669 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,568,669 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $5,360,861 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,278,397 | CostOrOtherBasisAmt |
| Gain Or Loss | $82,464 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $82,464 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $82,464 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,009 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,009 | SubtotalAmt |
| Tax Based On Investment Income | $5,009 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,700 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $91 | OverpaymentAmt |
| Applied To ES Tax | $91 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Joe Ethan Boomer Butler | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Sec, Treas | 1.0 | $0 | $0 | $0 |
| Joseph Mark Ellison | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Matthew O M Ellison | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Debra S Hill | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Sandra D Sponseller | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS Financial Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 Wisconsin Ave Suite 300 | AddressLine1Txt |
| City | Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment MGMT | ServiceTypeTxt |
| Compensation | $55,932 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,928,521 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $542,911 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,471,432 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,471,432 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $187,071 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,284,361 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $614,218 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $614,218 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,009 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,009 | TotalTaxAmt |
| Distributable Before Adj | $609,209 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $609,209 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $609,209 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,388,898 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,388,898 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $609,209 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $8,015 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,022,378 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,030,393 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,388,898 | QualifyingDistributionsAmt |
| Applied To Current Year | $609,209 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $779,689 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,810,082 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,810,082 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $8,015 | ExcessFromYear2Amt |
| Excess From Year1 | $1,022,378 | ExcessFromYear1Amt |
| Excess From Current Year | $779,689 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANCORATN | |||||||
| PO BOX 160069 | NASHVILLE | TN | 37216 | N/A | PC | Path to Barn and Parking Pad Expansion | $40,000 |
| CASA DE VIDA | |||||||
| PO BOX 665 | PORT HUENEME | CA | 93044 | N/A | PC | General & Unrestricted | $33,000 |
| CHAYAH MINISTRIES INTERNATIONAL INC | |||||||
| PO BOX 5638 | VENTURA | CA | 93005 | N/A | PC | General & Unrestricted | $100,000 |
| CLEAN INTERNATIONAL INC | |||||||
| PO BOX 401 | VENTURA | CA | 93002 | N/A | PC | Bring direct access to clean, sustainable water to 237,200 people in Africa | $50,000 |
| DISABLED AMERICAN VETERANS CALIFORNIA REHABILITATI | |||||||
| 13733 E ROSECRANS AVE | SANTA FE SPRINGS | CA | 90670 | N/A | PC | Fishing excursion and Oxnard Family Circle sensory stimulation room | $20,000 |
| DOOR OF FAITH MINISTRIES INC | |||||||
| 1184 1/2 VIA DEL SOL RD | SALINAS | CA | 93907 | N/A | PC | to buy needed cleaning supplies, provide meals, take the kids to school, and cover all our day-to-day expenses | $10,000 |
| EXPRESSION MINISTRIES INC | |||||||
| 9512 HOLLISTER ST | VENTURA | CA | 93004 | N/A | PC | Scholarship fund and community outreach. | $5,000 |
| FOREVER FOUND | |||||||
| 1464 MADERA RD 158 | SIMI VALLEY | CA | 93065 | N/A | PC | To fund the freedom ranch project, therapy dog program, and therapy for vulnerable youth | $30,000 |
| JCW KICKS FOR KIDS | |||||||
| 5330 OFC CENTRE CT | BAKERSFIELD | CA | 93309 | N/A | PC | Ventura County foster kid back to school event. | $70,000 |
| JCW KICKS FOR KIDS | |||||||
| 5330 OFC CENTRE CT | BAKERSFIELD | CA | 93309 | N/A | PC | Kicks For Kids Ventura Westside back to school event | $30,000 |
| MAKE A WISH FOUNDATION OF THE TRI COUNTIES INC | |||||||
| 4001 MISSION OAKS BLVD STE F | CAMARILLO | CA | 93012 | N/A | PC | To fund the Wishes emailed by Pattie Mullins | $20,000 |
| MISSION INCREASE | |||||||
| 12909 SW 68TH PKWY 455 | PORTLAND | OR | 97223 | N/A | PC | Ventura Mission Increase Project | $75,000 |
| NATIONAL CHARITY LEAGUE INC | |||||||
| PO BOX 7088 | OXNARD | CA | 93031 | N/A | PC | Charitable Event | $10,000 |
| RESCUE MISSION ALLIANCE | |||||||
| 315 N A ST | OXNARD | CA | 93030 | N/A | PC | RMA Vocational Construction Program | $250,000 |
| RESCUE MISSION ALLIANCE | |||||||
| 315 N A ST | OXNARD | CA | 93030 | N/A | PC | Human Trafficking | $30,000 |
| SPORTING CALIFORNIA INC | |||||||
| 350 S MILLIKEN AVE STE STE J | ONTARIO | CA | 91761 | N/A | PC | General & Unrestricted | $5,000 |
| TEEN CHALLENGE OF SOUTHERN CALIFORNIA | |||||||
| 5445 CHICAGO AVE | RIVERSIDE | CA | 92507 | N/A | PC | To support the Ventura Teen Challenge location. | $10,000 |
| TWO TREES COMMUNITY INC | |||||||
| 117 N VENTURA AVE | VENTURA | CA | 93001 | N/A | PC | Westside Christmas Event - to purchase Gifts for families | $30,000 |
| TWO TREES COMMUNITY INC | |||||||
| 117 N VENTURA AVE | VENTURA | CA | 93001 | N/A | PC | Building Fund for the AA Meeting Room | $75,000 |
| TWO TREES COMMUNITY INC | |||||||
| 117 N VENTURA AVE | VENTURA | CA | 93001 | N/A | PC | Mental health, homeless, graffiti initiatives | $50,000 |
| VENTURA COLLEGE FOUNDATION | |||||||
| 4667 TELEGRAPH RD | VENTURA | CA | 93003 | N/A | PC | Veterans Scholarship fund, Diesel Mechanics program, and Basic Needs Center | $32,500 |
| VENTURA GLOBAL HEALTH PROJECT | |||||||
| 4775 FOOTHILL RD | VENTURA | CA | 93003 | N/A | PC | Dr. Wally Baker Proposal: Soddo, Ethiopia Monitors | $30,140 |
| VENTURA GLOBAL HEALTH PROJECT | |||||||
| 4775 FOOTHILL RD | VENTURA | CA | 93003 | N/A | PC | Dr. Wally Baker Proposal and KENYA Ultrasound & Computer Fund | $44,440 |
| VENTURA MISSIONARY CHURCH | |||||||
| 500 HIGH POINT DR | VENTURA | CA | 93003 | N/A | PC | Royal Family Kids Camp Fund | $45,000 |
| VETERANS VOICE OF AMERICA INC | |||||||
| 8719 COLESVILLE RD STE 100 | SILVER SPRING | MD | 20910 | N/A | PC | Funding start-up cost and general administrative costs | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,345,080 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,364 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $319,482 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $82,464 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $416,310 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $416,310 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD MIDCAP FUND INSTL | $338,973 | $362,762 |
| BLACKROCK STRAT INC OPP PORTFO | $276,904 | $282,646 |
| CHARTWELL SMALL CAP VALUE FD C | $150,953 | $165,813 |
| DIAMOND HILL LARGE CAP INSTITU | $1,072,257 | $1,123,157 |
| DODGE & COX INCOME FUND | $185,257 | $188,242 |
| FPA FLEXIBLE FIXED INCOME FUND | $184,200 | $187,895 |
| GQG PARTNERS EMERGING MARKETS | $274,994 | $320,747 |
| HARDING LOEVNER INTL EQUITY | $732,970 | $839,950 |
| INVESCO CORE BOND PLUS FUND CL | $841,238 | $826,967 |
| ISHARE SP SMALL CAP 600 INDEX | $177,035 | $201,995 |
| ISHARES BARCLAYS 10-20 YEAR TR | $361,874 | $367,651 |
| ISHARES CORE MSCI EAFE ETF | $867,007 | $1,029,080 |
| ISHARES CORE MSCI EMERGING MAR | $823,019 | $850,756 |
| ISHARES TRUST RUSSELL MIDCAP I | $160,657 | $183,210 |
| ISHARESLEHMAN 7-10YR | $467,757 | $484,263 |
| JOHN HANCOCK FDS III DISCIPLIN | $350,894 | $374,864 |
| JP MORGAN STRATEGIC INCOME OPP | $231,279 | $231,085 |
| JPMORGAN LARGE CAP GROWTH FUND | $355,474 | $448,900 |
| LOOMIS SAYLES FDS INV GRADE BO | $811,970 | $825,899 |
| PEAR TREE FOREIGN VALUE FD INS | $709,345 | $864,988 |
| PERFORMANCE TRUST TOTAL RETURN | $126,379 | $123,341 |
| PIMCO INCOME FUND P CLASS | $146,565 | $145,605 |
| POLEN GROWTH FUND INSTITUTIONA | $564,522 | $674,013 |
| PRUDENTIAL SHORT DURATION HIGH | $72,734 | $73,316 |
| SPDR S&P 500 ETF TRUST | $260,302 | $531,872 |
| VANGARD RUSSELL 1000 GROWTH | $198,331 | $218,690 |
| VANGUARD RUSSELL 1000 VALUE ET | $201,312 | $223,133 |
| VANGUARD RUSSELL 2000 ETF | $423,112 | $446,050 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $2,352 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,352 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $41,061 | $41,061 |
| Postage/Delivery Service | $205 | $205 |
| State or Local Filing Fees | $200 | $200 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $55,932 | Amt |
| Net Investment Income | $55,932 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $2,700 |
| 990-PF Extension for 2022 | $4,947 |