BOURNS FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BOURNS FOUNDATION (EIN 95-6044472)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-04-17
- IRS object ID
- 201931079349100108
- Schema version
- 2017v2.2
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-17T12:34:49-07:00 | ReturnTs |
| Tax Period End | 2018-11-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-12-01 | 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 AVE | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92507 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL E FREIBOTT | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2019-04-17 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $110,611 | 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 | $101,620 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,998 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,998 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $583 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,733 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,448 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,228 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $107,450 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,467 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $476 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $230 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $706 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $107,374 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $107,374 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $108,080 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $107,374 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$630 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,467 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,999 | CashBOYAmt |
| Cash EOY | $213 | CashEOYAmt |
| Cash EOYFMV | $213 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,900 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,610 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,610 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $92,568 | CorporateStockBOYAmt |
| Corporate Stock EOY | $104,788 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $104,788 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $105,467 | TotalAssetsBOYAmt |
| Total Assets EOY | $110,611 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $110,611 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $105,467 | RetainedEarningBOYAmt |
| Retained Earning EOY | $110,611 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $105,467 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $110,611 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $105,467 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $110,611 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $105,467 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$630 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,774 | OtherIncreasesAmt |
| Subtotal | $110,611 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $110,611 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 70 ANALOG DEVICES, INC. | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 1996-08-06 | AcquiredDt |
| Sold | 2018-06-28 | SoldDt |
| Gross Sales Price | $6,733 | GrossSalesPriceAmt |
| Cost Or Other Basis | $285 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,448 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,448 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,448 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $120,607 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $113,292 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.06457 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $113,200 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $96,719 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.17040 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $115,856 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $65,279 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.77478 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $124,467 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $64,321 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.93509 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $33,200 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $77,448 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.42868 | DistributionYr5Rt |
| Total Distribution | 6.373517 | TotalDistributionRt |
| Average Distribution | 1.274703 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $106,203 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $135,377 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $85 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $135,462 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $107,374 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $169 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $169 | SubtotalAmt |
| Tax Based On Investment Income | $169 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $450 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $450 | TotalPaymentsAndCreditsAmt |
| Overpayment | $281 | OverpaymentAmt |
| Applied To ES Tax | $281 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL FREIBOTT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| LINDA A HILL | ||||||
| 1200 COLUMBIA AVE | RIVERSIDE | CA | 92507 | Vice President | 0.00 | $0 |
| COLLEEN D BUTLER | ||||||
| 1200 COLUMBIA AVE | RIVERSIDE | CA | 92507 | Director | 0.00 | $0 |
| ANITA L MACBETH | ||||||
| 1200 COLUMBIA AVE | RIVERSIDE | CA | 92507 | Director | 0.00 | $0 |
| DENISE L MOYLES | ||||||
| 1200 COLUMBIA AVE | RIVERSIDE | CA | 92507 | Director | 0.00 | $0 |
| GORDON L BOURNS | ||||||
| 1200 COLUMBIA AVE | RIVERSIDE | CA | 92507 | President | 0.00 | $0 |
| GORDON L BOURNS II | ||||||
| 1200 COLUMBIA AVE | RIVERSIDE | CA | 92507 | Director | 0.00 | $0 |
| MICHAEL E FREIBOTT | ||||||
| 1200 COLUMBIA AVE | RIVERSIDE | CA | 92507 | Secretary | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $97,016 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,804 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $107,820 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $107,820 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,617 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $106,203 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,310 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,310 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $169 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $169 | TotalTaxAmt |
| Distributable Before Adj | $5,141 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,141 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,141 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $107,374 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $107,374 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $107,374 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,141 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $30,325 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $122,391 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $113,088 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $108,789 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $115,418 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $490,011 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $107,374 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,141 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $102,233 | RemainingDistriFromCorpusAmt |
| Total Corpus | $592,244 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $30,325 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $561,919 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $122,391 | ExcessFromYear4Amt |
| Excess From Year3 | $113,088 | ExcessFromYear3Amt |
| Excess From Year2 | $108,789 | ExcessFromYear2Amt |
| Excess From Year1 | $115,418 | ExcessFromYear1Amt |
| Excess From Current Year | $102,233 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE BOURNS FOUNDATION | 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOY SCOUTS OF AMERICA CA IE COUNCIL | ||||||
| 1230 INDIANA COURT | REDLANDS | CA | 92375 | PC | YOUTH PROGRAM | $1,000 |
| CALIFORNIA BAPTIST UNIVERSITY | ||||||
| 8432 MAGNOLIA AVENUE | RIVERSIDE | CA | 92504 | PC | SCHOLARSHIP ENDOWMENT | $4,000 |
| RIVERSIDE COMMUNITY COLLEGE FOUNDAT | ||||||
| 4800 MAGNOLIA AVE | RIVERSIDE | CA | 92506 | PC | SCHOLARSHIP ENDOWMENT | $10,000 |
| UC RIVERSIDE FOUNDATION | ||||||
| GIFT ADMIN 900 UNIVERSITY AVE | RIVERSIDE | CA | 92521 | PC | SCHOLARSHIP ENDOWMENT | $92,374 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $107,374 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,998 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $583 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAIN ON DONATED SHARES | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,228 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,830 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,830 | 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 |
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 AVE | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $92,374 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,035 SHARES OF ADI STOCK | NoncashPropertyDesc |
| Fair Market Value | $92,374 | FairMarketValueAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ANALOG DEVICES INC STOCK | StockNm |
| EOY Book Value | $104,788 | EOYBookValueAmt |
| EOYFMV | $104,788 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| ATTORNEY GENERAL | $50 |
| CALIFORNIA SECRETARY OF STATE | $20 |
| FRANCHISE TAX BOARD | $10 |
| UBS ANNUAL FEE | $150 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAIN ON DONATED SHARES | Desc |
| Revenue And Expenses Per Books | $3,228 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UNITED STATES TREASURY | CategoryTxt |
| Amt | $476 | Amt |