BOURNS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BOURNS FOUNDATION (EIN 95-6044472)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-10-15
- IRS object ID
- 202122889349100922
- Schema version
- 2019v5.2
- 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
- Schedule B
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-15T17:12:23-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770549163 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOREN MCADAM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2068 ORANGE TREE LANE SUITE 100 | AddressLine1Txt |
| City | REDLANDS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956044472 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOURNS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOUR | BusinessNameControlTxt |
| Phone | 9517815167 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 COLUMBIA AVENUE | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92507 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL FREIBOTT | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9517815167 | PhoneNum |
| Signature | 2021-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROGER WADELL | PreparerPersonNm |
| PTIN | P00293497 | PTIN |
| Phone | 9097982222 | PhoneNum |
| Preparation | 2021-10-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $98,392 | 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 | $198,950 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,611 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,611 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,902 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $207,391 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $202,578 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $214,481 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $206,207 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,452 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $807 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $210 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,469 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $226,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $226,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $230,469 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $226,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,988 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $206,207 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,029 | CashBOYAmt |
| Cash EOY | $8,793 | CashEOYAmt |
| Cash EOYFMV | $8,793 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $26,171 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $72,288 | CorporateStockBOYAmt |
| Corporate Stock EOY | $89,568 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $89,568 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $101,488 | TotalAssetsBOYAmt |
| Total Assets EOY | $98,392 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $98,392 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $101,488 | RetainedEarningBOYAmt |
| Retained Earning EOY | $98,392 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $101,488 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $98,392 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $101,488 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $98,392 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $101,488 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,988 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,892 | OtherIncreasesAmt |
| Subtotal | $98,392 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $98,392 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | ANALOG DEVICES - 1,667 SHARES | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 1996-08-06 | AcquiredDt |
| Sold | 2019-12-20 | SoldDt |
| Gross Sales Price | $207,391 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,813 | CostOrOtherBasisAmt |
| Gain Or Loss | $202,578 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $202,578 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $202,578 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $31,515 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $115,307 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.273314 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $107,374 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $106,203 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.011026 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $120,607 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $113,292 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.064568 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $113,200 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $96,719 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.170401 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $115,856 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $65,279 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.774782 | DistributionYr5Rt |
| Total Distribution | 5.294091 | TotalDistributionRt |
| Average Distribution | 1.058818 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $255,965 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $271,020 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,062 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $273,082 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $226,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,124 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,124 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,124 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,124 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,124 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $25 | EsPenaltyAmt |
| Tax Due | $25 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL FREIBOTT | IndividualWithBooksNm |
| Phone | 9517815167 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 COLUMBIA AVE | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| LINDA BOURNS HILL | ||||||||
| 1200 COLUMBIA AVE | RIVERSIDE | CA | 92507 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| COLLEEN D BUTLER | ||||||||
| 1200 COLUMBIA AVE | RIVERSIDE | CA | 92507 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANITA L MACBETH | ||||||||
| 1200 COLUMBIA AVE | RIVERSIDE | CA | 92507 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DENISE L MOYLES | ||||||||
| 1200 COLUMBIA AVE | RIVERSIDE | CA | 92507 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| GORDON L BOURNS | ||||||||
| 1200 COLUMBIA AVE | RIVERSIDE | CA | 92507 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| GORDON L BOURNS II | ||||||||
| 1200 COLUMBIA AVE | RIVERSIDE | CA | 92507 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MICHAEL E FREIBOTT | ||||||||
| 1200 COLUMBIA AVE | RIVERSIDE | CA | 92507 | SECRETARY AND TREASURER | 0.00 | $0 | $0 | $0 |
| RUSH N HILL III | ||||||||
| 1200 COLUMBIA AVE | RIVERSIDE | CA | 92507 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHARLES MACBETH IV | ||||||||
| 1200 COLUMBIA AVE | RIVERSIDE | CA | 92507 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CAITLIN M CUNNANE | ||||||||
| 1200 COLUMBIA AVE | RIVERSIDE | CA | 92507 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $181,418 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $78,445 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $259,863 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $259,863 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,898 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $255,965 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,798 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,798 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,124 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,124 | TotalTaxAmt |
| Distributable Before Adj | $8,674 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,674 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,674 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $226,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $226,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $226,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,674 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $113,088 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $108,789 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $115,418 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $102,233 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,838 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $466,366 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $226,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,674 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $217,326 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $683,692 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $113,088 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $570,604 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $108,789 | ExcessFromYear4Amt |
| Excess From Year3 | $115,418 | ExcessFromYear3Amt |
| Excess From Year2 | $102,233 | ExcessFromYear2Amt |
| Excess From Year1 | $26,838 | ExcessFromYear1Amt |
| Excess From Current Year | $217,326 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL FREIBOTT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 COLUMBIA AVE | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9517815167 | RecipientPhoneNum |
| Recipient Email Address | BOURNS.FOUNDATION@BOURNS.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | FUNDING APPLICATION REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES: FEBRUARY 15, MAY 15, SEPTEMBER 1, NOVEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | EMPHASIS ON SCIENCE AND TECHNOLOGY EDUCATION IN CALIFORNIA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN RED CROSS RIVERSIDE COUNTY | ||||||
| 6235 RIVER CREST DRIVE SUITE A | RIVERSIDE | CA | 92507 | PC | EL DORADO FIRE RELIEF | $5,000 |
| BOY SCOUTS OF AMERICA CA IE COUNCIL | ||||||
| 1230 INDIANA COURT | REDLANDS | CA | 92375 | PC | 2020 STEM DAY CAMP AND EXPO | $1,000 |
| BOYS & GIRLS CLUB OF GREATER REDLANDS-RIVERSIDE | ||||||
| 1251 CLAY ST | REDLANDS | CA | 92374 | PC | FAMILY SUPPORT PROGRAM | $5,000 |
| RIVERSIDE COMMUNITY COLLEGE DISTRICT FOUNDATION | ||||||
| 4800 MAGNOLIA AVE | RIVERSIDE | CA | 92506 | PC | GRANT #5 OUT OF 5 FOR THE BOURNS FOUNDATION ENDOWED STEM SCHOLARSHIP | $10,000 |
| RIVERSIDE COMMUNITY SERVICES FOUNDATION | ||||||
| 6927 MAGNOLIA AVE 2 | RIVERSIDE | CA | 92506 | PC | 1 OUT OF 5 PAYMENTS AS THE NAMING SPONSOR FOR THE BOURNS FAMILY YOUTH INNOVATION CENTER | $200,000 |
| UNIVERSITY OF REDLANDS | ||||||
| 1200 E COLTON AVE | REDLANDS | CA | 92373 | PC | PAYMENT 1 OUT OF 5 FOR THE UNIVERSITY OF REDLANDS: THE BOURNS FOUNDATION ENDOWED SCHOLARSHIP FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $226,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,611 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,902 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,531 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,531 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST INCOME |
| 4 | DIVIDEND INCOME |
| 8 | CAPITAL GAINS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOURNS INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 COLUMBIA AVENUE | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $198,950 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,671 SHARES ANALOG DEVICES INC; CUSIP XXX-XX-XXXX; OTC | NoncashPropertyDesc |
| Fair Market Value | $198,950 | FairMarketValueAmt |
| Received | 2019-12-20 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS BROKERAGE:SECURITIES | StockNm |
| EOY Book Value | $89,568 | EOYBookValueAmt |
| EOYFMV | $89,568 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,452 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA FILING FEES | $10 | $0 | $0 |
| UBS ACCOUNT FEE | $200 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN OR LOSSES ON INVESTMENTS | Desc |
| Amt | $12,892 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $807 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |