SERVANTS HEART FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SERVANTS HEART FOUNDATION INC (EIN 58-2218044)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202543159349101244
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T16:30:49-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 | 582218044 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SERVANT'S HEART FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PAUL A NEFF | InCareOfNm |
| Business Name Control | SERV | BusinessNameControlTxt |
| Phone | 9497593456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 CORPORATE PLAZA DRIVE Suite 200 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL A NEFF | PersonNm |
| Person Title | CEO/CHAIRMAN | PersonTitleTxt |
| Phone | 9497593456 | PhoneNum |
| Signature | 2025-11-17 | 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 | ISRAEL TANNENBAUM CPA | PreparerPersonNm |
| PTIN | P01589203 | PTIN |
| Phone | 2127519100 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| 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 | $17,408,962 | 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 | $104,551 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $33,380 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33,380 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $321,968 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $321,968 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $55,779 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $54,416 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $162,072 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $81,590 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $677,750 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $491,354 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,306 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,446 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $120,413 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $28,026 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $61,549 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,760 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,760 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $48,258 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,790 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $19,560 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $89,684 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,909 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $10,248 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $10,248 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,451 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,141 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,410 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $425 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $425 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $52,629 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $25,788 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $26,841 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $23,105 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,105 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $77,075 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,156 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $65,920 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $454,354 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $180,689 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $201,385 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,653,654 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,653,654 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,108,008 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $180,689 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,855,039 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,430,258 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $310,665 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $125,598 | CashBOYAmt |
| Cash EOY | $21,743 | CashEOYAmt |
| Cash EOYFMV | $21,743 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $120,941 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,498 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,498 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $7,695 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $7,695 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $7,695 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $7,695 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $4,300,993 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,389,178 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,389,178 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $92,627 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $90,135 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $2,917 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $2,492 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $2,492 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $12,843,330 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,937,356 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,937,356 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,401,474 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,408,962 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,408,962 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $10,950 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $12,145 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $10,950 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,145 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $16,132,621 | CapitalStockBOYAmt |
| Capital Stock EOY | $16,132,621 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,257,903 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,264,196 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,390,524 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,396,817 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,401,474 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,408,962 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,390,524 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,430,258 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,436,551 | OtherIncreasesAmt |
| Subtotal | $17,396,817 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,396,817 | 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 |
| How Acquired | P | HowAcquiredCd |
| Sold | 2024-12-31 | SoldDt |
| Gain Or Loss | $54,416 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,416 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,318 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,318 | SubtotalAmt |
| Tax Based On Investment Income | $4,318 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,144 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,144 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,174 | TaxDueAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | 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 | PAUL A NEFF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9497593456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 CORPORATE PLAZA SUITE 200 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 98660 | 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 | Yes (true) | 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 |
| Business Holdings | Yes (true) | 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 | Yes (true) | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| PAUL A NEFF | |||||||||
| 14 CORPORATE PLAZA DRIVE | SUITE 200 | NEWPORT BEACH | CA | 92660 | PRESIDENT/CEO /CHAIRMAN | 22.0 | $0 | $0 | $0 |
| KATHY A NEFF | |||||||||
| 14 CORPORATE PLAZA DRIVE | SUITE 200 | NEWPORT BEACH | CA | 92660 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| RICHARD HAUGEN | |||||||||
| 14 CORPORATE PLAZA DRIVE | SUITE 200 | NEWPORT BEACH | CA | 92660 | TREASURER | 1.0 | $16,306 | $0 | $0 |
| LINDSEY HAUGEN | |||||||||
| 14 CORPORATE PLAZA DRIVE | SUITE 200 | NEWPORT BEACH | CA | 92660 | SECRETARY | 3.0 | $0 | $0 | $0 |
| 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 | $4,583,159 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $447,534 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,890,343 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,921,036 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,921,036 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $268,816 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,652,220 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $882,611 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $882,611 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,318 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,318 | TotalTaxAmt |
| Distributable Before Adj | $878,293 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $878,293 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $878,293 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,855,039 | 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 | $1,855,039 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $878,293 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $260,113 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $463,469 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,135,224 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $263,067 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $217,498 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,339,371 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,855,039 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $878,293 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $976,746 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,316,117 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $260,113 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,056,004 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $463,469 | ExcessFromYear4Amt |
| Excess From Year3 | $1,135,224 | ExcessFromYear3Amt |
| Excess From Year2 | $263,067 | ExcessFromYear2Amt |
| Excess From Year1 | $217,498 | ExcessFromYear1Amt |
| Excess From Current Year | $976,746 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 10000 minutes | |||||||
| 131 Coreopsis Ct | Nashville | TN | 370678680 | N/A | PC | CHARITABLE PURPOSES | $10,000 |
| Africa Renewal Ministry | |||||||
| Box 13733 | San Antonio | TX | 78213 | N/A | PC | CHARITABLE PURPOSES | $93,722 |
| Childrens Hospital | |||||||
| 611 Saint Joseph Avenue | Marshfield | WI | 54449 | N/A | PC | CHARITABLE PURPOSES | $65,000 |
| Christ Transformation | |||||||
| 104 Memorial Drive | Williston | VT | 05495 | N/A | PC | CHARITABLE PURPOSES | $10,000 |
| Christ's Hope International | |||||||
| PO Box 2238 | Traverse City | MI | 49685 | N/A | PC | CHARITABLE PURPOSES | $25,000 |
| Eden Mission | |||||||
| 151 Strupe Rd | Lewisville | NC | 27023 | N/A | PC | CHARITABLE PURPOSES | $215,086 |
| Europe Coll - Ch Pintg fund 3 | |||||||
| 1901 Ulmerton Rd Ste 400 | Clearwater | FL | 33762 | N/A | PC | CHARITABLE PURPOSES | $32,274 |
| Every Generation Ministries | |||||||
| PO Box 891179 | Temecula | CA | 92589 | N/A | PC | CHARITABLE PURPOSES | $515 |
| Free Wheelchair Mission | |||||||
| 9341 Irvine Blvd | Irvine | CA | 92618 | N/A | PC | CHARITABLE PURPOSES | $50,611 |
| Fristers | |||||||
| 17971 Sky Park Circle Suite B -Bldg | Irvine | CA | 92614 | N/A | PC | CHARITABLE PURPOSES | $10,000 |
| Global Unites | |||||||
| 4100 Newport Place Dr Suite 770 | Newport Beach | CA | 92660 | N/A | PC | CHARITABLE PURPOSES | $55,000 |
| Grace Opens Doors International | |||||||
| 3061 Carob Street | Newport Beach | CA | 92660 | N/A | PC | CHARITABLE PURPOSES | $12,500 |
| Groundwire (Champion Ministries) | |||||||
| PO Box 1323 | Castle Rock | CA | 80104 | N/A | PC | CHARITABLE PURPOSES | $20,000 |
| Harbor Point Church | |||||||
| 32222 Del Obispo St | San Juan Capistrano | CA | 92675 | N/A | PC | CHARITABLE PURPOSES | $10,000 |
| Lausanne Movement | |||||||
| 10524 Moss Park Road ste 201 358 | Orlando | FL | 32832 | N/A | PC | CHARITABLE PURPOSES | $10,000 |
| Lifesong for Orphans | |||||||
| PO Box 9112 | Gridley | IL | 61744 | N/A | PC | CHARITABLE PURPOSES | $7,000 |
| Living Room | |||||||
| PO Box 992094 | Redding | CA | 96099 | N/A | PC | CHARITABLE PURPOSES | $77,840 |
| Mariners Church | |||||||
| 5001 Newport Coast Drive | Irvine | CA | 92612 | N/A | PC | CHARITABLE PURPOSES | $592,500 |
| New Horizon foundation | |||||||
| 5550 Tech Center Drive suite 303 | Colorado Springs | CO | 80919 | N/A | PC | CHARITABLE PURPOSES | $95,000 |
| Priority Living Masters Program | |||||||
| 2618 San Miguel Drive 410 | Newport Beach | CA | 92660 | N/A | PC | CHARITABLE PURPOSES | $2,500 |
| Reforma | |||||||
| 205 Regency Exe Park Dr Ste 430 | Charlotte | NC | 28217 | N/A | PC | CHARITABLE PURPOSES | $10,000 |
| ROSE Women's Foundation | |||||||
| 9619 Marathon Terr Apt 104 | Gaithersburg | MD | 20878 | N/A | PC | CHARITABLE PURPOSES | $60,000 |
| Southern Stairs | |||||||
| 6833 South Dayton St Ste 2090 | Greenwood Village | CO | 80112 | N/A | PC | CHARITABLE PURPOSES | $20,000 |
| Standing Stone | |||||||
| PO Box 11028 | Newport Beach | CA | 92658 | N/A | PC | CHARITABLE PURPOSES | $15,000 |
| The Grand Plan | |||||||
| 110 N Valleywood Ct | Oconomowoc | WI | 53066 | N/A | PC | CHARITABLE PURPOSES | $50,000 |
| The John Foundation | |||||||
| 115 Shoreline Drive | Malakoff | TX | 75148 | N/A | PC | CHARITABLE PURPOSES | $10,000 |
| The Seed Company | |||||||
| Accounting Department | Arlington | TX | 760152934 | N/A | PC | CHARITABLE PURPOSES | $27,146 |
| tunnel to Towers | |||||||
| 2361 Hylan Blvd | Staten Island | NY | 10306 | N/A | PC | CHARITABLE PURPOSES | $924 |
| Viva Network | |||||||
| 7912 Fairview Road | Boulder | CO | 80303 | N/A | PC | CHARITABLE PURPOSES | $30,000 |
| YWOV - World Vision | |||||||
| Orange county | Orange county | CA | 92620 | N/A | PC | CHARITABLE PURPOSES | $36,036 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,653,654 | 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 | $33,380 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $321,968 | 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 | 14 | ExclusionCd |
| Exclusion | $55,779 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| PARTNERSHIP INCOME | $0 | $111,729 |
| REFUNDS | $0 | $50,343 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $411,127 | ExclusionAmt |
| Related Or Exempt Function Incm | $162,072 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $573,199 | 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 Person | HUDD SAFFELL CRUT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 DOVE STREET SUITE 195 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $104,551 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $48,258 | Amt |
| Net Investment Income | $16,790 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,560 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $12,937,356 | BookValueAmt |
| EOYFMV | $12,937,356 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PROGRAM COSTS | $31,398 | $31,398 | |
| PAYROLL FEES | $1,882 | $847 | $1,035 |
| OFFICE EXPENSE | $13,594 | $6,661 | $6,933 |
| LICENSE & PERMITS | $30 | $30 | |
| MISCELLANEOUS | $10,733 | $10,733 | |
| UTILITIES | $6,250 | $3,063 | $3,188 |
| MINISTRY APPRECIATION | $13,188 | $13,188 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | $111,729 | $81,590 |
| Refunds | $50,343 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $1,436,551 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-INTEREST BEARING NOTES PAYABLE | Desc |
| BOY Book Value | $10,950 | BOYBookValueAmt |
| EOY Book Value | $12,145 | EOYBookValueAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OTHER NOTES & LOANS RECEIVABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $7,695 | BalanceDueAmt |
| Interest | 0 | InterestRt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $89,684 | Amt |
| Net Investment Income | $73,909 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $9,351 | $5,141 | $4,310 |
| STATE TAXES | $100 | $100 |
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