ESCONDIDO HISTORY CENTER ENDOWMENT FOUNDATION: Form 990EZ, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ESCONDIDO HISTORY CENTER ENDOWMENT FOUNDATION (EIN 33-0966422)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-11
- IRS object ID
- 202131319349201188
- Schema version
- 2019v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-11T09:31:01-07:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330908988 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHEN & WIDNER CPA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 W GRAND AVE | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330966422 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESCONDIDO HISTORY CENTER | BusinessNameLine1Txt |
| Business Name Line2 | ENDOWMENT FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ESCO | BusinessNameControlTxt |
| Phone | 7607438207 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 263 | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN FOX | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2021-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Terri Widner | PreparerPersonNm |
| PTIN | P00363395 | PTIN |
| Phone | 7604899892 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | www.escondidohistory.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $44,236 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $18,175 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $26,061 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $44,236 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $20 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $3,600 | OtherExpensesTotalAmt |
| Total Expenses | $3,620 | TotalExpensesAmt |
| Excess Or Deficit For Year | $40,616 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $317,444 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $358,060 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,444 | BOYAmt |
| EOY | $358,060 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,444 | BOYAmt |
| EOY | $358,060 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,444 | BOYAmt |
| EOY | $358,060 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | HISTORICAL SOCIETY | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | TO EXPAND AWARENESS OF LOCAL HISTORICAL SITES. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $3,620 | GrantsAndAllocationsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,620 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| ROBERT JOHNSON | ||
| Chairman | 1.00 | $0 |
| ROD MCLEOD | ||
| Treasurer | 1.00 | $0 |
| JENNIFER FIRMIN | ||
| Vice Chair | 1.00 | $0 |
| ROBIN FOX | ||
| Secretary | 1.00 | $0 |
| MARV GILBERT | ||
| Director | 1.00 | $0 |
| DON HELLER | ||
| Director | 1.00 | $0 |
| KENT BAKER | ||
| Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ESCONDIDO HISTORY CENTER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 263 | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920330263 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7607438207 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,025 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,725 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,055 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,175 | CurrentTaxYearAmt |
| Total | $71,900 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,025 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,725 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,055 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,175 | CurrentTaxYearAmt |
| Total | $71,900 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $71,900 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,156 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,624 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,335 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,814 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,061 | CurrentTaxYearAmt |
| Total | $83,990 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$2,892 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,366 | CurrentTaxYearMinus3YearsAmt |
| Total | $13,474 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $169,364 | TotalSupportAmt |
| Public Support CY170 | 0.42450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53330 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Other Expenses.1002 | FormAndLineReferenceDesc |
| Explanation | Office Expenses $3600 | ExplanationTxt |
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