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TYRONE HERITAGE FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
TYRONE HERITAGE FOUNDATION (EIN 77-0516597)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-04-17
IRS object ID
201411079349100901
Schema version
2013v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-04-17T12:55:38-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770516597EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TYRONE HERITAGE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlTYROBusinessNameControlTxt
Phone8056486925PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1747AddressLine1
CityVENTURACity
StateCAState
ZIP Code93002ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARTIN W LA VEREPersonNm
Person TitlePresidentPersonTitleTxt
Signature2014-04-17SignatureDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$441,004FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$10,546DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,546DividendsNetInvstIncmAmt
Dividends Adj Net Incm$10,546DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$12,148NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,148GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,148CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$22,694TotalRevAndExpnssAmt
Total Net Invst Incm$22,694TotalNetInvstIncmAmt
Total Adj Net Incm$10,546TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$250LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$250LegalFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$334OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$334OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$584TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$584TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$37,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$37,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$37,584TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$37,584TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,890ExcessRevenueOverExpensesAmt
Net Investment Income$22,694NetInvestmentIncomeAmt
Adjusted Net Income$10,546AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$451,852SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$36,962SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$36,961SavAndTempCashInvstEOYFMVAmt
Other Investments EOY$400,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$404,043OtherInvestmentsEOYFMVAmt
Total Assets BOY$451,852TotalAssetsBOYAmt
Total Assets EOY$436,962TotalAssetsEOYAmt
Total Assets EOYFMV$441,004TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$451,852CapitalStockBOYAmt
Capital Stock EOY$436,962CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$451,852TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$436,962TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$451,852TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$436,962TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$451,852TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,890ExcessRevenueOverExpensesAmt
Subtotal$436,962SubtotalAmt
Tot Net Ast Or Fund Balances EOY$436,962TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGain Or LossGainOrLossAmt
Capital Gain Dividends
$12,148
FieldValueIRS element (for citing)
Capital Gain Net Income$12,148CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$760AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$36,188NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.02100DistributionYr1Rt
Adjusted Qlfy Distri Yr2$130AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,698NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04818DistributionYr2Rt
Adjusted Qlfy Distri Yr3$210AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,102NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.06770DistributionYr3Rt
Adjusted Qlfy Distri Yr4$250AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,662NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.06827DistributionYr4Rt
Adjusted Qlfy Distri Yr5$150AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,374NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.03429DistributionYr5Rt
Total Distribution0.23945TotalDistributionRt
Average Distribution0.04789AverageDistributionRt
Net Vl Noncharitable Assets$431,657NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$20,672AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$227NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$20,899AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$37,584QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$227InvestmentIncomeExciseTaxAmt
Subtotal$227SubtotalAmt
Tax Based On Investment Income$227TaxBasedOnInvestmentIncomeAmt
Tax Due$227TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MARTIN W LA VERE CPABusinessNameLine1
FieldValueIRS element (for citing)
Phone8056486925PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1176 WEST MAIN STREETAddressLine1
CityVENTURACity
StateCAState
ZIP Code93001ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOSEPH MARK ELLISON
176 WEST MAIN STREETVENTURACA93001Director1.00$0
MATTHEW O ELLISON
176 WEST MAIN STREETVENTURACA93001Director1.00$0
MARILYN S ELLISON
176 WEST MAIN STREETVENTURACA93001Director1.00$0
MARTIN W LA VERE
176 WEST MAIN STREETVENTURACA93001PRES/SECY/TREAS2.00$0
SANDRA D SPONSELLER
176 WEST MAIN STREETVENTURACA93001Director1.00$0
DEBRA S HILL
176 WEST MAIN STREETVENTURACA93001Director1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$217,288AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$220,942AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$438,230TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$438,230AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,573CashDeemedCharitableAmt
Net Vl Noncharitable Assets$431,657NetVlNoncharitableAssetsAmt
Minimum Investment Return$21,583MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$21,583MinimumInvestmentReturnAmt
Tax Based On Investment Income$227TaxBasedOnInvestmentIncomeAmt
Total Tax$227TotalTaxAmt
Distributable Before Adj$21,356DistributableBeforeAdjAmt
Distributable Before Ded$21,356DistributableBeforeDedAmt
Distributable As Adjusted$21,356DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$37,584ExpensesAndContributionsAmt
Qualifying Distributions$37,584QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$227PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$37,357AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,356DistributableAsAdjustedAmt
Undistributed Income PY$1,136UndistributedIncomePYAmt
Qualifying Distributions$37,584QualifyingDistributionsAmt
Applied To Year1$1,136AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$21,356AppliedToCurrentYearAmt
Remaining Distri From Corpus$15,092RemainingDistriFromCorpusAmt
Total Corpus$15,092TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$15,092ExcessDistriCyovToNextYrAmt
Excess From Current Year$15,092ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARILYN S ELLISONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VENTURA COUNTY TEEN CHALLENGE
PO BOX 1064VENTURACA93002N/APCKITCHEN RENOVATION AND RELOCATION OF ELECTRICAL INFRASTRUCTURE$25,000
FOR THE TROOPS
P O BOX 630103SIMI VALLEYCA93063N/APCPOSTAGE COSTS FOR SHIPMENT OF 1,000 CHRISTMAS CARE PACKAGES FOR OUR TROOPS SERVING IN AFGHANISTAN$12,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$37,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10,546RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$12,148RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$22,694RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,694TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemVANGUARD MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$400,000BookValueAmt
EOYFMV$404,043EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryROSE LAW OFFICECategoryTxt
Legal Fees$250LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE ADMINISTRATION$229$229
STATE FILING FEES$105$105

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