TYRONE HERITAGE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TYRONE HERITAGE FOUNDATION (EIN 77-0516597)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-22
- IRS object ID
- 201301129349100405
- Schema version
- 2012v2.0
- 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) |
|---|---|---|
| Timestamp | 2013-04-22T11:43:11-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770516597 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TYRONE HERITAGE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TYRO | NameControl |
| Phone | 8056486925 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1747 | AddressLine1 |
| City | VENTURA | City |
| State | CA | State |
| ZIP Code | 93002 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTIN W LA VERE | Name |
| Title | President | Title |
| Date Signed | 2013-04-22 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 451852 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 450000 | ContriReceivedRevAndExpnss |
| Total Revenue And Expenses | 450000 | TotalRevenueAndExpenses |
| Total Net Investment Income | 0 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 750 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 750 | LegalFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 10 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 10 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 760 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 760 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 760 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 760 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 449240 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2612 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 451852 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 451852 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 2612 | TotalAssetsBOY |
| Total Assets EOY | 451852 | TotalAssetsEOY |
| Total Assets EOYFMV | 451852 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2612 | CapitalStockBOY |
| Capital Stock EOY | 451852 | CapitalStockEOY |
| Total Net Assets BOY | 2612 | TotalNetAssetsBOY |
| Total Net Assets EOY | 451852 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2612 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 451852 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2612 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 449240 | ExcessOfRevenueOverExpenses |
| Subtotal | 451852 | Subtotal |
| Total Net Assets Fund Balances EOY | 451852 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 130 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2698 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04818 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 210 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3102 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.06770 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 250 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3662 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.06827 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 150 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4374 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.03429 | DistributionRatioYear4 |
| Noncharitable Assets Year5 | 5055 | NoncharitableAssetsYear5 |
| Total Distribution Ratio | 0.21845 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04369 | AverageDistributionRatio |
| Net Noncharitable Assets | 36188 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1581 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 1581 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 760 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN W LA VERE CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8056486925 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 176 WEST MAIN STREET | AddressLine1 |
| City | VENTURA | City |
| State | CA | State |
| ZIP Code | 93001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| DEBRA S HILL | ||||||
| 176 WEST MAIN STREET | VENTURA | CA | 93001 | Director | 0.00 | 0 |
| SANDRA D SPONSELLER | ||||||
| 176 WEST MAIN STREET | VENTURA | CA | 93001 | Director | 0.00 | 0 |
| MARTIN W LA VERE | ||||||
| 176 WEST MAIN STREET | VENTURA | CA | 93001 | PRES/SECY/TREAS | 1.00 | 0 |
| MARILYN S ELLISON | ||||||
| 176 WEST MAIN STREET | VENTURA | CA | 93001 | Director | 0.00 | 0 |
| MATTHEW O ELLISON | ||||||
| 176 WEST MAIN STREET | VENTURA | CA | 93001 | Director | 0.00 | 0 |
| JOSEPH MARK ELLISON | ||||||
| 176 WEST MAIN STREET | VENTURA | CA | 93001 | Director | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Expenses1 | 0 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 36739 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 36739 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 36739 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 551 | CashDeemedCharitable |
| Net Noncharitable Assets | 36188 | NetNoncharitableAssets |
| Minimum Investment Return | 1809 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1809 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 1809 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1809 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1809 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 760 | ExpensesAndContributions |
| Qualifying Distributions | 760 | QualifyingDistributions |
| Adj Qualifying Distributions | 760 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1809 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 87 | UndistributedIncomePriorYear |
| Qualifying Distributions | 760 | QualifyingDistributions |
| Applied To Year1 | 87 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 673 | AppliedToCurrentYear |
| Undistributed Income CY | 1136 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARILYN S ELLISON | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | MARILYN S ELLISON | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1747 | AddressLine1 |
| City | VENTURA | City |
| State | CA | State |
| ZIP Code | 930021747 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 450000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ROSE LAW OFFICE | Category |
| Amount | $750 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 750 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STATE FILING FEES | Description |
| Revenue And Expenses Per Books | 10 | RevenueAndExpensesPerBooks |
| Disbursements Charitable Prps | 10 | DisbursementsCharitablePrps |
Comments