TYRONE HERITAGE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TYRONE HERITAGE FOUNDATION (EIN 77-0516597)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-24
- IRS object ID
- 202522059349101302
- Schema version
- 2024v5.2
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-24T08:15:33-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 Boomer Butler | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-06-03 | 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 | 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 | $12,081,649 | 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 | $3,029 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,029 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $322,551 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $322,551 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $870,384 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,396,224 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $870,384 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,195,964 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,195,964 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $56,873 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,873 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,800 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $33,848 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $33,848 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $104,521 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,873 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,848 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,604,521 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,873 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,533,848 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$408,557 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,139,091 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $201,355 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $181,617 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $181,617 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,367,314 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,978,495 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,900,032 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,568,669 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,160,112 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,081,649 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,568,669 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,160,112 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,568,669 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,160,112 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,568,669 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,160,112 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,568,669 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$408,557 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,160,112 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,160,112 | 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 | $5,396,224 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,525,840 | CostOrOtherBasisAmt |
| Gain Or Loss | $870,384 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $870,384 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $870,384 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,833 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,833 | SubtotalAmt |
| Tax Based On Investment Income | $15,833 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,491 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $15,891 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $58 | OverpaymentAmt |
| Applied To ES Tax | $58 | 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 | 2000 AVENUE OF THE STARS 7TH FL N | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment MMGT | ServiceTypeTxt |
| Compensation | $56,873 | 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 | $12,337,239 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $235,297 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,572,536 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,572,536 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $188,588 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,383,948 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $619,197 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $619,197 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,833 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,833 | TotalTaxAmt |
| Distributable Before Adj | $603,364 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $603,364 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $603,364 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,533,848 | 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 | $1,533,848 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $603,364 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $8,015 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,022,378 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $779,689 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,810,082 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,533,848 | QualifyingDistributionsAmt |
| Applied To Current Year | $603,364 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $930,484 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,740,566 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,740,566 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $8,015 | ExcessFromYear3Amt |
| Excess From Year2 | $1,022,378 | ExcessFromYear2Amt |
| Excess From Year1 | $779,689 | ExcessFromYear1Amt |
| Excess From Current Year | $930,484 | 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANCORATN | |||||||
| PO BOX 7 | NASHVILLE | TN | 37080 | N/A | PC | FUNDS FOR Septic System and window and door replacement | $60,000 |
| CHAYAH MINISTRIES INTERNATIONAL INC | |||||||
| PO BOX 5638 | VENTURA | CA | 93005 | N/A | PC | General & Unrestricted | $100,000 |
| CITY CENTER TRANSITIONAL LIVING INC | |||||||
| 837 E THOMPSON BLVD | VENTURA | CA | 93001 | N/A | PC | Funding for City Center Wish List | $50,000 |
| CITY CENTER TRANSITIONAL LIVING INC | |||||||
| 837 E THOMPSON BLVD | VENTURA | CA | 93001 | N/A | PC | Funding for City Center Wish List | $50,000 |
| CLEAN INTERNATIONAL INC | |||||||
| 675 EAST SANTA CLARA ST 401 | VENTURA | CA | 93001 | N/A | PC | Heather Baker proposal FUND | $50,000 |
| HEALTH CARE FOUNDATION FOR VENTURA COUNTY | |||||||
| 3291 LOMA VISTA RD | VENTURA | CA | 93003 | N/A | PC | TO PURCHASE 3D Bladder Scanner | $15,000 |
| JAMES STOREHOUSE INCORPORATED | |||||||
| 3543 OLD CONEJO RD STE 105 | NEWBURY PARK | CA | 91320 | N/A | PC | TO PURCHASE new shoes for the Back to School Bash | $75,000 |
| LA MISION MINISTRIES | |||||||
| PO BOX 121264 | CHULA VISTA | CA | 91912 | N/A | PC | Tijuana ministry Canyon community education materials, school lunch program, and dispensas | $10,000 |
| MAKE A WISH FOUNDATION OF CENTRAL COAST AND SOUTHE | |||||||
| 4001 MISSION OAKS BLVD STE F | CAMARILLO | CA | 93012 | N/A | PC | General & Unrestricted | $20,000 |
| MISSION INCREASE | |||||||
| 12909 SW 68TH PKWY STE 455 | PORTLAND | OR | 97223 | N/A | PC | Ventura Mission Increase Proposal | $75,000 |
| RESCUE MISSION ALLIANCE | |||||||
| 315 N A ST | OXNARD | CA | 93030 | N/A | PC | RMA Vocational Construction Program | $250,000 |
| RIVER COMMUNITY CHURCH VENTURA INC | |||||||
| 859 E SANTA CLARA ST | VENTURA | CA | 93001 | N/A | PC | Tender Life Maternity Home | $75,000 |
| RIVER COMMUNITY CHURCH VENTURA INC | |||||||
| 859 E SANTA CLARA ST | VENTURA | CA | 93001 | N/A | PC | Tender Life Maternity Home | $75,000 |
| SPORTING CALIFORNIA INC | |||||||
| 350 S MILLIKEN AVE STE J | ONTARIO | CA | 91761 | N/A | PC | General & Unrestricted | $5,000 |
| TWO TREES COMMUNITY INC | |||||||
| 2973 GROVE ST | VENTURA | CA | 93003 | N/A | PC | For the Two Trees Community Outreach Center - Mental Health Services for Teens, Client Support for Homeless Intervention | $40,000 |
| TWO TREES COMMUNITY INC | |||||||
| 2973 GROVE ST | VENTURA | CA | 93003 | N/A | PC | Building Fund for new church building at 117 N Ventura Ave | $250,000 |
| TWO TREES COMMUNITY INC | |||||||
| 2973 GROVE ST | VENTURA | CA | 93003 | N/A | PC | To launch an After School Mentoring Program for Westside Youth led by Johnell from Kicks for Kids | $75,000 |
| TWO TREES COMMUNITY INC | |||||||
| 2973 GROVE ST | VENTURA | CA | 93003 | N/A | PC | For the Two Trees Community Outreach Center - Mental Health Services for Teens, Client Support for Homeless Intervention | $50,000 |
| TWO TREES COMMUNITY INC | |||||||
| 2973 GROVE ST | VENTURA | CA | 93003 | N/A | PC | FUNDS FOR Westside Christmas Event - Gifts for families | $50,000 |
| VENTURA GLOBAL HEALTH PROJECT | |||||||
| 4775 FOOTHILL RD | VENTURA | CA | 93003 | N/A | PC | Dr. Wally Baker Proposal - X-Ray Machine | $75,000 |
| VENTURA MISSIONARY CHURCH | |||||||
| 500 HIGH POINT DR | VENTURA | CA | 93003 | N/A | PC | Royal Family Kids Camp | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,500,000 | 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 | $3,029 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $322,551 | 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 | $870,384 | 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 | $1,195,964 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,195,964 | 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 | $304,440 | $307,712 |
| BLACKROCK STRAT INC OPP PORTFO | $350,609 | $357,504 |
| DIAMOND HILL LARGE CAP INSTITU | $889,951 | $939,135 |
| FPA FLEXIBLE FIXED INCOME FUND | $235,900 | $240,443 |
| GQG PARTNERS EMERGING MARKETS | $105,961 | $126,661 |
| HARDING LOEVNER INTL EQUITY | $430,080 | $456,379 |
| INVESCO CORE BOND PLUS FUND CL | $1,038,075 | $1,015,695 |
| INVESCO MAIN ST SMALL CAP CL Y | $310,788 | $311,091 |
| ISHARES BARCLAYS 10-20 YEAR TR | $564,974 | $533,534 |
| ISHARES BROAD USD INV GRD CORP | $322,119 | $321,289 |
| ISHARES CORE MSCI EAFE ETF | $749,575 | $862,406 |
| ISHARES CORE MSCI EMERGING MAR | $642,073 | $690,923 |
| ISHARES TRUST RUSSELL MIDCAP I | $120,605 | $156,645 |
| ISHARESLEHMAN 7-10YR | $447,267 | $445,701 |
| JOHN HANCOCK FDS III DISCIPLIN | $317,255 | $327,148 |
| JP MORGAN STRATEGIC INCOME OPP | $302,596 | $303,009 |
| JPMORGAN LARGE CAP GROWTH FUND | $603,174 | $782,038 |
| LOOMIS SAYLES FDS INV GRADE BO | $1,010,604 | $1,009,305 |
| PEAR TREE FOREIGN VALUE FD INS | $472,662 | $551,461 |
| PERFORMANCE TRUST TOTAL RETURN | $155,471 | $152,361 |
| PIMCO INCOME FUND P CLASS | $182,693 | $181,512 |
| POLEN GROWTH FUND INSTITUTIONA | $225,484 | $307,616 |
| SPDR S&P 500 ETF TRUST | $199,129 | $469,450 |
| TECHNOLOGY SPDR | $108,634 | $119,980 |
| VANGARD RUSSELL 1000 GROWTH | $173,659 | $209,699 |
| VANGUARD RUSSELL 1000 VALUE ET | $205,727 | $227,419 |
| VANGUARD RUSSELL 2000 ETF | $137,381 | $153,826 |
| WCM FOCUSED INTL GROWTH FUNDS | $371,609 | $340,090 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $33,748 | $33,748 |
| State or Local Filing Fees | $100 | $100 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $56,873 | Amt |
| Net Investment Income | $56,873 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $11,400 |
| 990-PF Extension for 2023 | $2,400 |