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TRENDS CHARITABLE FUND: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
TRENDS CHARITABLE FUND (EIN 86-0826428)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-09-22
IRS object ID
202112659349200026
Schema version
2020v4.0
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)
Return2021-09-22T11:19:37-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN860540420PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Ricky D Hanson LtdBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18711 E Pinnacle Peak 141AddressLine1Txt
CityScottsdaleCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85255ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN860826428EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Trends Charitable FundBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRENBusinessNameControlTxt
Phone4802965922PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14400 North Scottsdale Rd 9-928AddressLine1Txt
CityScottsdaleCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85251ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLee CourtneyPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2021-09-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLeePersonFirstNm
Person LastCourtneyPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRick HansonPreparerPersonNm
PTINP01369547PTIN
Phone4809477915PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.TRENDSCHARITABLEFUND.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$16,228GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$16,228ContributionsGiftsGrantsEtcAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$16,228TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$1,985FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$4,436OtherExpensesTotalAmt
Total Expenses$6,421TotalExpensesAmt
Excess Or Deficit For Year$9,807ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$48,445NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$58,252NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$43,700BOYAmt
EOY$36,726EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$4,745BOYAmt
EOY$21,526EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$48,445BOYAmt
EOY$58,252EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$48,445BOYAmt
EOY$58,252EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTHE MISSION OF THE TRENDS CHARITABLE FUND IS TO SUPPORT CHARITIES THAT PROVIDE POSITIVE ASSISTANCE FOR WOMEN, FAMILIES AND CHILDREDPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomEACH YEAR THE TCF BOARD OF DIRECTORS GRANTS FUNDS TO CHARITIES THAT MEET THE TCF MISSION. ITS PRIORITIES ARE AGENCIES BASED IN AND SERVICING THE METROPOLITAN PHOENIX AREA THAT EXHIBIT A TRUE NEED FOR FUNDS AND PUBLIC AWARENESS. FUNDS TO SUPPORT THESE PROGRAMS ARE GENERATED BY THE TCF ANNUAL LUNCHEON. DURING THIS GRANT CYCLE, TWELVE GRANTS WERE AWARDED TO SIX AGENCIES THAT MET THE CRITERIA THAT POSITIVELY IMPACT WOMEN, CHILDREN AND THEIR FAMILIES.DescriptionProgramSrvcAccomTxt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Kim Cullum
Vice President3.00$0
Susie Wesley
President3.00$0
Marilyn Alexander
Secretary6.00$0
Lee Courtney
Treasurer12.00$0
Charlene Berge-Blum
Director2.00$0
Kathryn Petsas
Director2.00$0
Molly Stockley
Director2.00$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
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLee CourtneyPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14400 N Scottsdale RdAddressLine1Txt
CityScottsdaleCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85251ZIPCd
FieldValueIRS element (for citing)
Phone4802965922PhoneNum
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)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$268,678CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$285,077CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$320,900CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$373,961CurrentTaxYearMinus1YearAmt
Current Tax Year$16,228CurrentTaxYearAmt
Total$1,264,844TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$268,678CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$285,077CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$320,900CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$373,961CurrentTaxYearMinus1YearAmt
Current Tax Year$16,228CurrentTaxYearAmt
Total$1,264,844TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$139,678SubstantialContributorsTotAmt
Public Support Total170$1,125,166PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$254CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$44CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21CurrentTaxYearMinus1YearAmt
Current Tax Year$13CurrentTaxYearAmt
Total$391TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$1,265,235TotalSupportAmt
Public Support CY1700.88930PublicSupportCY170Pct
Public Support PY1700.89740PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1007Conferences, Conventions, and Meetings $182
Other Expenses.1010Amortization $467
Other Expenses.1012Insurance $1601
Other Expenses.1Printing and Publication $985
Other Expenses.2Merchant Service Fee $755
Other Expenses.3Postage and Shipping $446
Other Assets.1012Intangible Assets - Beginning $4743 Intangible Assets - Ending $4276
Other Assets.1Prepaid Expenses - Beginning $0 Prepaid Expenses - Ending $17250
Other Assets.2reconciliation - Beginning $2 reconciliation - Ending $0
Trends Charitable FundForm 990, Part VI, Line 11b: A MANAGEMENT CONSULTANT AND OR THE TREASURER OF THE ORGANIZATION DISTRIBUTEES A PDF COPY OF THE 990 TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO THE RETURN BEING FILED.Form 990, PartIV, Section B, Line 12c: AT EACH BOARD AND COMMITTEE MEETING, IF THERE IS A DISCUSSION OF SELECTING OR ENGAGING A VENDOR OR SERVICE PROVIDER, ALL IN ATTENDANCE ARE ASKED TO RECUSE THEMSELVES FROM THIS DISCUSSION IF THERE COULD BE A PERCEIVED CONFLICT. ANNUALLY THE ORGANISATION REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUEST THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS.Part 990, Part VI Section B, Line 15: THE EXECUTIVE COMMITEE REVIEWS THE COMPENSATION FOR ALL OFFICERS AND KEY EMPLOYEES BY COMPARING THEIR COMPENSATION TO THE COMPENSATION OF INDIVIDUALS IN LIKE POSITIONS IN COMPARABLE ORGANIZATIONS USING FORMS 990 COMPENSATION STUDIES AND OTHER AVAILABLE DATA THE COMMITTEE THEN APPROVES ANY CHANGES IN COMPENSATION BASED ON THIS INFORMATIONForm 990, Part VI Section C : Line 18 & 19 :THE ORGANIZATION WILL PROVIDE IN A TIMELY MANNER COPIES OF ALL TAX RETURNS GOVERNING DOCUMENTS INCLUDING ITS CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS WHEN REQUESTED IN WRITING OR IN PERSON

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