ZONTA CLUB OF NEWPORT HARBOR FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ZONTA CLUB OF NEWPORT HARBOR FOUNDATION (EIN 95-2273432)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2013-09-20
- IRS object ID
- 201312639349100201
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-20T14:51:35-05:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453269313 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YH Advisors Inc | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7755 Center Avenue Suite 1225 | AddressLine1 |
| City | Huntington Beach | City |
| State | CA | State |
| ZIP Code | 92647 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952273432 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Zonta Club of Newport Harbor Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ZONT | NameControl |
| Phone | 7145494751 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 Fischer Avenue | AddressLine1 |
| City | Costa Mesa | City |
| State | CA | State |
| ZIP Code | 92626 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Barbara Sisson | Name |
| Title | Treasurer | Title |
| Phone | 7145494751 | Phone |
| Date Signed | 2013-09-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Brian Yacker | Name |
| PTIN | P00401346 | PTIN |
| Phone | 3109822806 | Phone |
| 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 | 1634602 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 14913 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 14466 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 14466 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 52446 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 52446 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 6897 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 6897 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | 2547 | NetRentalIncomeOrLoss |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 88722 | TotalRevenueAndExpenses |
| Total Net Investment Income | 73809 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5748 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2000 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3000 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2000 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2000 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2495 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1874 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 10 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 14000 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 11500 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 7912 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 1200 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 6500 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 33400 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 4350 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 27973 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 65555 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 22924 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 37483 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 17282 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 17282 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 82837 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 22924 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 54765 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 5885 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 50885 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 22875 | CashBOY |
| Cash EOY | 39163 | CashEOY |
| Cash EOYFMV | 39163 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 124869 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 260809 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 260809 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 100000 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 0 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 0 | InvestmentsGovtObligEOYFMV |
| Investments Corp Bonds BOY | 1211209 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1212814 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1212814 | InvestmentsCorpBondsEOYFMV |
| Investments Land Etc BOY | 42573 | InvestmentsLandEtcBOY |
| Land Building And Equipment Basis | 368916 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 247100 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 91505 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 121816 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 121816 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 1593031 | TotalAssetsBOY |
| Total Assets EOY | 1634602 | TotalAssetsEOY |
| Total Assets EOYFMV | 1634602 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 0 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 2589 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2589 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1593031 | RetainedEarningsBOY |
| Retained Earnings EOY | 1632013 | RetainedEarningsEOY |
| Total Net Assets BOY | 1593031 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1632013 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1593031 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1634602 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1593031 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 5885 | ExcessOfRevenueOverExpenses |
| Other Increases | 33097 | OtherIncreases |
| Subtotal | 1632013 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1632013 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 68500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1812591 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.037791 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 82840 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1738864 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.047640 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 86663 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1665432 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.052036 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 82117 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1524913 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053850 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.191317 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047829 | AverageDistributionRatio |
| Net Noncharitable Assets | 1541188 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 73713 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 509 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 74222 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 54765 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1018 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1018 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1018 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1000 | TotalCreditsAndPayments |
| Tax Due | 18 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | www.zontanewportharbor.org | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barbara Sisson | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7145494751 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 Fischer Avenue | AddressLine1 |
| City | Costa Mesa | City |
| State | CA | State |
| ZIP Code | 92626 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| Sherri Manjou | ||||||||
| 245 Fischer Avenue | Costa Mesa | CA | 92626 | President | 5.00 | 0 | 0 | 0 |
| Irma Espinoza | ||||||||
| 245 Fischer Avenue | Costa Mesa | CA | 92626 | Vice President | 5.00 | 0 | 0 | 0 |
| Barbara Sisson | ||||||||
| 245 Fischer Avenue | Costa Mesa | CA | 92626 | Treasurer | 5.00 | 0 | 0 | 0 |
| Linda Mayer | ||||||||
| 245 Fischer Avenue | Costa Mesa | CA | 92626 | Secretary | 5.00 | 0 | 0 | 0 |
| Gwen Black | ||||||||
| 245 Fischer Avenue | Costa Mesa | CA | 92626 | Director | 5.00 | 0 | 0 | 0 |
| Bonny Schumacher | ||||||||
| 245 Fischer Avenue | Costa Mesa | CA | 92626 | Director | 5.00 | 0 | 0 | 0 |
| Toni Brent | ||||||||
| 245 Fischer Avenue | Costa Mesa | CA | 92626 | Director | 5.00 | 0 | 0 | 0 |
| Sandra Kirkpatrick | ||||||||
| 245 Fischer Avenue | Costa Mesa | CA | 92626 | Director | 5.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1190904 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 251938 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 121816 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1564658 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1564658 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 23470 | CashDeemedCharitable |
| Net Noncharitable Assets | 1541188 | NetNoncharitableAssets |
| Minimum Investment Return | 77059 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 77059 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1018 | TaxBasedOnInvestmentIncome |
| Total Tax | 1018 | TotalTax |
| Distributable Amount Before Adj | 76041 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 76041 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 76041 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 54765 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 54765 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 54765 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 76041 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 11713 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 54765 | QualifyingDistributions |
| Applied To Year1 | 11713 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 43052 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 32989 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Scholarships and Grants Committee | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 Fischer Avenue | AddressLine1 |
| City | Costa Mesa | City |
| State | CA | State |
| ZIP Code | 92626 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7145494751 | RecipientPhoneNumber |
| Form And Info And Materials | Please visit www.zontanewportharbor.org for details. | FormAndInfoAndMaterials |
| Submission Deadlines | Please visit www.zontanewportharbor.org for details. | SubmissionDeadlines |
| Restrictions On Awards | Please visit www.zontanewportharbor.org for details. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Breast Cancer Fund | |||||||
| 1388 Sutter Street 400 | San Francisco | CA | 94109 | Unrelated | Public Charity | General Operating | $856 |
| Chapman University | |||||||
| One University Drive | Orange | CA | 92866 | Unrelated | Public Charity | General Operating | $4,426 |
| HOPE | |||||||
| 11022 Acacia Pkwy Suite C | Garden Grove | CA | 92840 | Unrelated | Public Charity | General Operating | $1,000 |
| Live 2 Free | |||||||
| Post Office Box 10478 | Santa Ana | CA | 92711 | Unrelated | Public Charity | General Operating | $3,000 |
| New Directions For Women | |||||||
| 2607 Willow Lane | Costa Mesa | CA | 92627 | Unrelated | Public Charity | General Operating | $1,000 |
| OC Children's Therapeutic Arts Center | |||||||
| 2215 N Broadway | Santa Ana | CA | 92706 | Unrelated | Public Charity | General Operating | $2,500 |
| Wooden Floor | |||||||
| 1810 N Main Street | Santa Ana | CA | 92706 | Unrelated | Public Charity | General Operating | $2,000 |
| Yesenia's Humanitarian Fund | |||||||
| 1702 N Main Street Suite 101 | Santa Ana | CA | 92706 | Unrelated | Public Charity | General Operating | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 17282 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,466 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $52,446 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $2,547 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $69,459 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 69459 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | Category |
| Amount | $5,748 | Amount |
| Net Investment Income | 2000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3000 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | Corporate Bonds | NameOfBond |
| EOY Book Value | 1212814 | EOYBookValue |
| EOYFMV | 1212814 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Transportation | 197 | 0 | 197 |
| Insurance | 1076 | 0 | 1000 |
| Membership Dues | 1201 | 0 | 1201 |
| Miscellaneous | 293 | 0 | 0 |
| Office Expenses | 262 | 0 | 200 |
| Telephone | 1646 | 0 | 1000 |
| Service Projects | 24375 | 0 | 24375 |
| Rental Expenses | 4350 | 4350 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized Gains | Description |
| Amount | $33,097 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Security Deposits | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 2589 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Brokerage Fees | Category |
| Amount | $2,000 | Amount |
| Net Investment Income | 2000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Misc. Taxes | $1,874 | 1874 | 0 |
| CA Tax | $10 | 0 | 10 |
| Federal Taxes | $611 | 0 | 0 |
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