CORWIN D DENNEY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CORWIN D DENNEY FOUNDATION (EIN 23-7015087)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-09
- IRS object ID
- 201133139349100218
- Schema version
- 2010v3.4
- 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
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-09T13:13:01-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 7777 CENTER AVENUE SUITE 405 | 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 | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237015087 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CORWIN D DENNEY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DENN | NameControl |
| Phone | 5624368800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 W OCEAN BLVD NO 1900 | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90802 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | M LAWRENCE LALLANDE | Name |
| Title | SECRETARY | Title |
| Phone | 5624368800 | Phone |
| Date Signed | 2011-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3109822806 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6865916 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 145202 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 145202 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 134700 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 134700 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 256278 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 253152 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 536180 | TotalRevenueAndExpenses |
| Total Net Investment Income | 533054 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 49500 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 24750 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 14850 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 36341 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 18171 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 10902 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 24425 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 17098 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 4885 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 48578 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 33307 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 691 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 30 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Occupancy Rev And Expnss | 8812 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 1762 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 1762 | OccupancyDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 1986 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 596 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 596 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 21456 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 17399 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1184 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 191128 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 113083 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 34870 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 348000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 348000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 539128 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 113083 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 382870 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2948 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 419971 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 64145 | CashBOY |
| Cash EOY | 28976 | CashEOY |
| Cash EOYFMV | 28976 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 70442 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 75110 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 75110 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 192942 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 505192 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 505192 | InvestmentsGovtObligEOYFMV |
| Investments Corp Bonds BOY | 3621924 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 3145646 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 3145646 | InvestmentsCorpBondsEOYFMV |
| Investments Land Etc Basis | 70027 | InvestmentsLandEtcBasis |
| Investments Land Etc BOY | 123540 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 70027 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 70027 | InvestmentsLandEtcEOYFMV |
| Investments Other BOY | 1902234 | InvestmentsOtherBOY |
| Investments Other EOY | 3040965 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 3040965 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 5975227 | TotalAssetsBOY |
| Total Assets EOY | 6865916 | TotalAssetsEOY |
| Total Assets EOYFMV | 6865916 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | 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 | 5975227 | RetainedEarningsBOY |
| Retained Earnings EOY | 6865916 | RetainedEarningsEOY |
| Total Net Assets BOY | 5975227 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6865916 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5975227 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6865916 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5975227 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2948 | ExcessOfRevenueOverExpenses |
| Other Increases | 893637 | OtherIncreases |
| Subtotal | 6865916 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 6865916 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 367356 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5808308 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.063247 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 458721 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6293308 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.072890 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 120500 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6255874 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.019262 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 188000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5645029 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.033304 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 182000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4969852 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.036621 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.225324 | TotalDistributionRatio |
| Average Distribution Ratio | 0.045065 | AverageDistributionRatio |
| Net Noncharitable Assets | 6359482 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 286590 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4200 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 290790 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 382870 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 4200 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 4200 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 4200 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 17178 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 17178 | TotalCreditsAndPayments |
| Overpayment | 12978 | Overpayment |
| Amount Credited To Next Year | 12978 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | N/A | WebsiteAddress |
| Books In Care Of Person Name | YH ADVISORSINC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3109822806 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7777 CENTER AVENUE STE 405 | AddressLine1 |
| City | HUNTINGTON BEACH | City |
| State | CA | State |
| ZIP Code | 92647 | 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 | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| NANCI DENNEY BERGIN | ||||||||
| 111 WEST OCEAN BLVD STE 1900 | LONG BEACH | CA | 90802 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| K DUANE DENNEY | ||||||||
| 111 WEST OCEAN BLVD STE 1900 | LONG BEACH | CA | 90802 | CFO/TREASURER | 1.00 | 0 | 0 | 0 |
| L ANDREW GIFFORD | ||||||||
| 111 WEST OCEAN BLVD STE 1900 | LONG BEACH | CA | 90802 | VICE PRESIDENT | 3.00 | 13500 | 0 | 0 |
| M LAWRENCE LALLANDE | ||||||||
| 111 WEST OCEAN BLVD STE 1900 | LONG BEACH | CA | 90802 | SECRETARY | 10.00 | 36000 | 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 | 6110900 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 275400 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 70027 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6456327 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 6456327 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 96845 | CashDeemedCharitable |
| Net Noncharitable Assets | 6359482 | NetNoncharitableAssets |
| Minimum Investment Return | 317974 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 317974 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4200 | TaxBasedOnInvestmentIncome |
| Total Tax | 4200 | TotalTax |
| Distributable Amount Before Adj | 313774 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 313774 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 313774 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 382870 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 382870 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 4200 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 378670 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 313774 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 236641 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 236641 | TotalExcessDistriCarryover |
| Qualifying Distributions | 382870 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 310768 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 72102 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 236641 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 236641 | ExcessDistriCyovAppliedCY |
| Total Corpus | 310768 | 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 | 5031 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 310768 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 310768 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NANCI DENNEY BERGIN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (48 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ANIMAL ASSISTANCE LEAGUE | |||||||
| 15102 JACKSON ST | MIDWAY CITY | CA | 92655 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $250 |
| BLUE MOUNTAIN COALITION FOR YOUTH & FAMILIES | |||||||
| 364 MAIN STREET | WEST POINT | CA | 95255 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| CALVARY CHAPEL BEACHSIDE | |||||||
| 19400 BEACH BLVD 26 | HUNTINGTON BEACH | CA | 92648 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,300 |
| CENTER FOR JUSTICE AND DEMOCRACY | |||||||
| 90 BROAD ST STE 401 | NEW YORK | NY | 100083326 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| CHILDHELP | |||||||
| 4544 LONGRIDGE AVE | SHERMAN OAKS | CA | 91423 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,500 |
| CONSUMER ATTORNEY'S PUBLIC INTEREST FOUNDATION | |||||||
| 770 L STREET SUITE 1200 | SACRAMENTO | CA | 95814 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $36,500 |
| CONSUMER ATTORNEY PUBLIC EDUCATION FUND | |||||||
| 880 WEST SIXTH STREET SUITE 700 | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 |
| CONSUMER WATCHDOG | |||||||
| 1750 OCEAN PARK BLVD 200 | SANTA MONICA | CA | 90405 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,500 |
| DPEA FOUNDATION | |||||||
| PO BOX 313 | GOLETA | CA | 931160313 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $10,000 |
| ELK NATIONAL FOUNDATION | |||||||
| 2750 NORTH LAKEVIEW AVENUE | CHICAGO | IL | 606142256 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $7,250 |
| FAYETTE COUNTY FAMILY YMCA | |||||||
| 100 CIVIC DRIVE | WASHINGTON COURT HOUSE | OH | 43160 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $3,000 |
| HELP | |||||||
| 1404 CRAVENS AVENUE | TORRANCE | CA | 950012701 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 |
| HOSPICE OF SANTA BARBARA INC | |||||||
| 2050 ALAMEDA PADRE SERRA SUITE 100 | SANTA BARBARA | CA | 931031704 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,000 |
| JONATHAN JACQUES CHILDREN'S CANCER CENTER | |||||||
| 2801 ATLANTIC AVE | LONG BEACH | CA | 90806 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| LA ANIMAL SERVICES | |||||||
| 3201 LACY ST | LOS ANGELES | CA | 90031 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $250 |
| LITTLE COMPANY OF MARY HOSPITAL | |||||||
| 4101 TORRANCE BLVD | TORRANCE | CA | 90503 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 |
| LONG BEACH RESCUE MISSION | |||||||
| PO BOX 1969 | LONG BEACH | CA | 908011969 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,500 |
| LOS ANGELES TRIAL LAWYERS' CHARITIES | |||||||
| 533 NORTH EDINBURGE AVENUE | SHERMAN OAKS | CA | 914113561 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| LOYOLA LAW SCHOOL | |||||||
| 919 ALBANY STREET | LOS ANGELES | CA | 90015 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $3,500 |
| MIAMI UNIVERSITY ADVANCEMENT | |||||||
| 926 CHESTNUT LANE | OXFORD | OH | 45056 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 |
| MUSIC CENTER FOUNDATION | |||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 |
| MUSIC CENTER | |||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $10,000 |
| ORANGE COUNTY LEADERSHIP FUND | |||||||
| PO BOX 27171 | SANTA ANA | CA | 92799 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| ORANGE COUNTY RESCUE MISSION | |||||||
| ONE HOPE DRIVE | TUSTIN | CA | 92782 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| ORANGEWOOD CHILDREN'S FOUNDATION | |||||||
| 1575 E 17TH STREET | SANTA ANA | CA | 92705 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| PATH | |||||||
| 11674 NEBRASKA | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $9,985 |
| PEPPERDINE UNIVERSITY | |||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 90263 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $25,000 |
| POUND CIVIL JUSTICE INSTITUTE | |||||||
| 777 SIXTH STREET NW STE 200 | WASHINGTON | DC | 200013707 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $275 |
| PUBLIC JUSTICE FOUNDATION | |||||||
| 1825 K STREET NEW SUITE 200 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,200 |
| REDONDO BEACH VETERANS MEMORIAL | |||||||
| 415 DIAMOND STREET | REDONDO BEACH | CA | 90277 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,000 |
| RIVERA UNITED METHODIST CHURCH | |||||||
| 375 PALOS VERDES BLVD | REDONDO BEACH | CA | 90277 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $4,250 |
| SAN GABRIEL HUMANE SOCIETY | |||||||
| 851 E GRAND AVE | SAN GABRIEL | CA | 91776 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $225 |
| SANSUM MEDICAL CLINIC | |||||||
| 122 S PATTERSON AVE SUITE 131 | SANTA BARBARA | CA | 93111 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| SANTA BARBARA CITY COLLEGE FOUNDATION | |||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 |
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | |||||||
| PO BOX 689 | SANTA BARBARA | CA | 93102 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $25,000 |
| SHRINERS HOSPITAL FOR CRIPPLED CHILDREN | |||||||
| 3160 GENEVA STREET | LOS ANGELES | CA | 900201117 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,500 |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| THE CHILDREN'S HOSPITAL OF LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $123,000 |
| THE DIADAMES | |||||||
| 10372 SUNSET BLVD | LOS ANGELES | CA | 90077 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $700 |
| THE JEFFREY FOUNDATION | |||||||
| 5470 W WASHINGTON BLVD | LOS ANGELES | CA | 90016 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $11,315 |
| THE LEAGUE FOR CHILDREN | |||||||
| 1910 MAGNOLIA AVENUE | LOS ANGELES | CA | 90007 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $10,000 |
| THE LIBRARY FOUDNATION OF LOS ANGELES | |||||||
| 630 WEST FIFTH ST | LOS ANGELES | CA | 90071 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,000 |
| UC REGENTS | |||||||
| 1111 FRANKLIN STERET 12TH FLOOR | LOS ANGELES | CA | 900951738 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,000 |
| UNIVERSITY OF MICHIGAN LAW SCHOOL | |||||||
| 109 E MADISON SUITE 300 | ANN ARBOR | MI | 48104 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 |
| WAVES FOR WATER | |||||||
| 527 SAN VICENTE BLVD 210 | SANTA MONICA | CA | 90402 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $3,000 |
| WESTMONT COLLEGE | |||||||
| 955 LAPAZ ROAD | SANTA BARBARA | CA | 931081089 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,000 |
| WISH COMMUNITY ASSOCIATION | |||||||
| 8820 SEPULVEDA EASTWAY | LOS ANGELES | CA | 90045 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $3,000 |
| WOMEN'S FUND OF SANTA BARBARA | |||||||
| 15 EAST CARRILLO STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 348000 | 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 | $145,202 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $134,700 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 15 | ExclusionCode |
| Exclusion | $253,152 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| TAX REFUND | 01 | $2,977 |
| SECURITY SETTLMENT | 01 | $149 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $536,180 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 536180 | 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 | $24,425 | Amount |
| Net Investment Income | 17098 | NetInvestmentIncome |
| Disbursements Charitable Prps | 4885 | DisbursementsCharitablePrps |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE CORWIN D. DENNEY FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED:___________________________________________________NAME & TITLE:_____________________________________________ | Election |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | INVESTMENTS - CORPORATE BONDS | NameOfBond |
| EOY Book Value | 3145646 | EOYBookValue |
| EOYFMV | 3145646 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 505192 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 505192 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - EQUITIES | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 3040965 | BookValue |
| EOYFMV | 3040965 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $36,341 | Amount |
| Net Investment Income | 18171 | NetInvestmentIncome |
| Disbursements Charitable Prps | 10902 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| DUES | 75 | 0 | 0 |
| INSURANCE | 3664 | 733 | 733 |
| BANK SERVICE CHARGE | 16215 | 16215 | 0 |
| OFFICE SUPPLIES | 1146 | 344 | 344 |
| POSTAGE | 356 | 107 | 107 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| ROYALTY INCOME | 253152 | 253152 | |
| TAX REFUND | 2977 | 2977 | |
| SECURITY SETTLMENT | 149 | 149 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CURRENT YEAR UNREALIZED GAINS | $390,517 |
| PRIOR PERIOD ADJUSTMENT - STEP UP OF BASIS FOR OIL GAS AND MINERAL | $503,120 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OTHER PROFESSIONAL | $15,962 | 691 | 691 |
| REAL ESTATE EXPENSE | $7,130 | 7130 | 0 |
| INVESTMENT MANAGEMENT | $25,486 | 25486 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CALIFORNIA FILING FEE | $10 | 0 | 0 |
| TAXES & LICENSES | $20 | 0 | 0 |
Comments