THE COMMUNITY FOUNDATION OF ORANGE: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
THE COMMUNITY FOUNDATION OF ORANGE (EIN 33-0890035)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-09-23
IRS object ID
202612669349301906
Schema version
2025v4.1
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)
Return2026-09-23T13:56:52-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN931596537PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Brett Bradbury CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13780 KILROY AIRPORT WAY SUITE 200AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90806ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330890035EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Community Foundation of OrangeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOMMBusinessNameControlTxt
Phone7142889909PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11940 North Tustin Street 106AddressLine1Txt
CityOrangeCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92865ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJim D'AgostinoPersonNm
Person TitlePresidentPersonTitleTxt
Phone7142889909PhoneNum
Signature2026-09-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBrett BradburyPreparerPersonNm
PTINP01763136PTIN
Phone5625171899PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJim D'AgostinoPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11940 North Tustin Street 106AddressLine1Txt
CityOrangeCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92865ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$573,739GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttps://communityfoundationoforange.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTo enhance the quality of life in the community of Orange by promoting healthy lifestyles and providing support for community residents.ActivityOrMissionDesc
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers250TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$355,019PYContributionsGrantsAmt
CY Contributions Grants$224,917CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$54,347PYInvestmentIncomeAmt
CY Investment Income$57,946CYInvestmentIncomeAmt
PY Other Revenue$629PYOtherRevenueAmt
CY Other Revenue$939CYOtherRevenueAmt
PY Total Revenue$409,995PYTotalRevenueAmt
CY Total Revenue$283,802CYTotalRevenueAmt
PY Grants And Similar Paid$93,890PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$61,853CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$93,060PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$97,198CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$12,892CYTotalFundraisingExpenseAmt
PY Other Expenses$200,063PYOtherExpensesAmt
CY Other Expenses$156,428CYOtherExpensesAmt
PY Total Expenses$387,013PYTotalExpensesAmt
CY Total Expenses$315,479CYTotalExpensesAmt
PY Revenues Less Expenses$22,982PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$31,677CYRevenuesLessExpensesAmt
Total Assets BOY$1,071,143TotalAssetsBOYAmt
Total Assets EOY$1,081,408TotalAssetsEOYAmt
Total Liabilities BOY$109,385TotalLiabilitiesBOYAmt
Total Liabilities EOY$147,278TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$961,758NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$934,130NetAssetsOrFundBalancesEOYAmt
MissionTo enhance the quality of life in the community of Orange by promoting healthy lifestyles and providing support for community residents.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$255,059ExpenseAmt
Grant$61,853GrantAmt
DescCommunity based improvement projects, promotion of youth sports, recreation, cultural, and education programs, and support of veterans/military causes.Desc
Total Program Service Expenses$255,059TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee2EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members25GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSusie CunninghamPersonNm
Phone7142889909PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11940 North Tustin Street Suite 106AddressLine1Txt
CityOrangeCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92865ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Susie Cunningham
Executive Dir.40.000.00Yes (X)$77,249$0$0
Jim D'Agostino
President3.000.00Yes (X)$0$0$0Yes (X)
Sandra Kosin
Vice President3.000.00Yes (X)$0$0$0Yes (X)
Woody Rickerl
Treasurer3.000.00Yes (X)$0$0$0Yes (X)
Carolyn Cavecche
Secretary3.000.00Yes (X)$0$0$0Yes (X)
Berkenda Cantlo
Director2.000.00$0$0$0Yes (X)
Lisa J Blanc
Director1.000.00$0$0$0Yes (X)
Matthew Parks
Director1.000.00$0$0$0Yes (X)
Pat Buttress
Director1.000.00$0$0$0Yes (X)
Bruce Coey
Director1.000.00$0$0$0Yes (X)
Sean Chavarria
Director1.000.00$0$0$0Yes (X)
Lee Petros
Director1.000.00$0$0$0Yes (X)
Jeannie Kim
Director1.000.00$0$0$0Yes (X)
Isaiah Leslie
Director1.000.00$0$0$0Yes (X)
Mike Pelly
Director1.000.00$0$0$0Yes (X)
Gary Remland
Director1.000.00$0$0$0Yes (X)
Moira Singer
Director1.000.00$0$0$0Yes (X)
Fred Whitaker
Director1.000.00$0$0$0Yes (X)
Pattie Cordova
Director1.000.00$0$0$0Yes (X)
Doug Willits
Director1.000.00$0$0$0Yes (X)
Terri Nour
Director1.000.00$0$0$0Yes (X)
Ankit Shah
Director1.000.00$0$0$0Yes (X)
Kasondra Gonzalez
Director1.000.00$0$0$0Yes (X)
Nathan Tabita thru June 2025
Director1.000.00$0$0$0Yes (X)
Cynthia Quimby
Director1.000.00$0$0$0Yes (X)
Gregg Wobken
Director3.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$77,249TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$92,644FundraisingAmt
All Other Contributions$132,273AllOtherContributionsAmt
Noncash Contributions$13,968NoncashContributionsAmt
Total Contributions$224,917TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$51,567TotalRevenueColumnAmt
Exclusion$51,567ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$240,068SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$233,689SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$6,379SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,379TotalRevenueColumnAmt
Exclusion$6,379ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$56,248FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$92,644ContriRptFundraisingEventAmt
Fundraising Direct Expenses$56,248FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOther IncomeDesc
Business900099BusinessCd
Total Revenue Column$939TotalRevenueColumnAmt
Exclusion$939ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$939OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$283,802TotalRevenueColumnAmt
Exclusion$58,885ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$38,500TotalAmt
Program Services$38,500ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$23,353TotalAmt
Program Services$23,353ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$77,249TotalAmt
Program Services$64,889ProgramServicesAmt
Management And General$7,197ManagementAndGeneralAmt
Fundraising$5,163FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$12,286TotalAmt
Program Services$11,216ProgramServicesAmt
Management And General$861ManagementAndGeneralAmt
Fundraising$209FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$560TotalAmt
Program Services$476ProgramServicesAmt
Management And General$50ManagementAndGeneralAmt
Fundraising$34FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,103TotalAmt
Program Services$6,038ProgramServicesAmt
Management And General$639ManagementAndGeneralAmt
Fundraising$426FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$16,440TotalAmt
Management And General$16,440ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,014TotalAmt
Management And General$4,014ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$860TotalAmt
Management And General$860ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$8,977TotalAmt
Program Services$2,743ProgramServicesAmt
Management And General$2,990ManagementAndGeneralAmt
Fundraising$3,244FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,355TotalAmt
Management And General$2,355ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,710TotalAmt
Program Services$1,368ProgramServicesAmt
Management And General$154ManagementAndGeneralAmt
Fundraising$188FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$21,734TotalAmt
Program Services$18,760ProgramServicesAmt
Management And General$2,111ManagementAndGeneralAmt
Fundraising$863FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,197TotalAmt
Management And General$5,197ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,416TotalAmt
Program Services$1,472ProgramServicesAmt
Management And General$1,472ManagementAndGeneralAmt
Fundraising$1,472FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,049TotalAmt
Program Services$4,839ProgramServicesAmt
Management And General$545ManagementAndGeneralAmt
Fundraising$665FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Field of Valor Program$40,067$40,067
Tree Lighting Program$27,892$27,892
Program Supplies$11,267$11,267
Utilities$2,128$1,702$192$234

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,322TotalAmt
Program Services$477ProgramServicesAmt
Management And General$2,451ManagementAndGeneralAmt
Fundraising$394FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$315,479TotalAmt
Program Services$255,059ProgramServicesAmt
Management And General$47,528ManagementAndGeneralAmt
Fundraising$12,892FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$293,274BOYAmt
EOY$226,682EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$128,205BOYAmt
EOY$130,368EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,441BOYAmt
EOY$7,877EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$622,508BOYAmt
EOY$678,615EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$35,967EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$21,715BOYAmt
EOY$1,899EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,071,143BOYAmt
EOY$1,081,408EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$9,385BOYAmt
EOY$11,927EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$100,000BOYAmt
EOY$99,280EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$36,071EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$109,385BOYAmt
EOY$147,278EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$755,170BOYAmt
EOY$778,744EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$206,588BOYAmt
EOY$155,386EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$961,758BOYAmt
EOY$934,130EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,071,143BOYAmt
EOY$1,081,408EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$31,677ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,049NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$19,904DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets-$19,904OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedfalseFSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$255,191CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$511,090CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$242,643CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$355,019CurrentTaxYearMinus1YearAmt
Current Tax Year$224,917CurrentTaxYearAmt
Total$1,588,860TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$255,191CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$511,090CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$242,643CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$355,019CurrentTaxYearMinus1YearAmt
Current Tax Year$224,917CurrentTaxYearAmt
Total$1,588,860TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$158,792SubstantialContributorsTotAmt
Public Support Total170$1,430,068PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$46,692CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,942CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,572CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,407CurrentTaxYearMinus1YearAmt
Current Tax Year$57,946CurrentTaxYearAmt
Total$215,559TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$2,212CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$629CurrentTaxYearMinus1YearAmt
Current Tax Year$939CurrentTaxYearAmt
Total$3,780TotalAmt
FieldValueIRS element (for citing)
Total Support$1,808,199TotalSupportAmt
Public Support CY1700.79090PublicSupportCY170Pct
Public Support PY1700.80900PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$343,473BeginningYearBalanceAmt
Contributions$23,038ContributionsAmt
Investment Earnings Or Losses$31,064InvestmentEarningsOrLossesAmt
Other Expenditures$13,739OtherExpendituresAmt
Administrative Expenses$2,249AdministrativeExpensesAmt
End Year Balance$381,587EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$314,074BeginningYearBalanceAmt
Investment Earnings Or Losses$43,961InvestmentEarningsOrLossesAmt
Other Expenditures$12,563OtherExpendituresAmt
Administrative Expenses$1,999AdministrativeExpensesAmt
End Year Balance$343,473EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$288,703BeginningYearBalanceAmt
Investment Earnings Or Losses$38,576InvestmentEarningsOrLossesAmt
Other Expenditures$10,194OtherExpendituresAmt
Administrative Expenses$3,011AdministrativeExpensesAmt
End Year Balance$314,074EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$373,035BeginningYearBalanceAmt
Investment Earnings Or Losses-$69,411InvestmentEarningsOrLossesAmt
Other Expenditures$14,921OtherExpendituresAmt
End Year Balance$288,703EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$332,643BeginningYearBalanceAmt
Investment Earnings Or Losses$40,392InvestmentEarningsOrLossesAmt
End Year Balance$373,035EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOperating Lease LiabilityDesc
Amt$36,071Amt
FieldValueIRS element (for citing)
Total Liability$36,071TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4: Intended uses of the endowment fund.The Foundations board-designated endowment, which is classified as without donor restrictions, is intended to support the Foundations programs and provide a continuing stream of income to meet the increasing demand for those programs. The endowment is managed to provide predictable annual funding while maintaining the long-term purchasing power of the endowment assets. Investment and spending policies are designed to balance current program support with preservation and growth of the endowment over time.
Part X : FIN48 FootnoteGAAP provides accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by the organization in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GalaEvent1Nm
Gross Receipts Event1$148,892GrossReceiptsEvent1Amt
Charitable Contri Event1$92,644CharitableContriEvent1Amt
Gross Revenue Event1$56,248GrossRevenueEvent1Amt
Rent Facility Costs Event1$12,038RentFacilityCostsEvent1Amt
Food And Beverage Event1$28,370FoodAndBeverageEvent1Amt
Entertainment Event1$15,840EntertainmentEvent1Amt
Gross Receipts Total$148,892GrossReceiptsTotalAmt
Charitable Contributions Tot$92,644CharitableContributionsTotAmt
Gross Revenue Total Events$56,248GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$12,038RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$28,370FoodAndBeverageTotalEventsAmt
Entertainment Total Events$15,840EntertainmentTotalEventsAmt
Direct Expense Summary Events$56,248DirectExpenseSummaryEventsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd
Total501c3 Org0Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeScholarshipsGrantTypeTxt
Recipient214RecipientCnt
Cash Grant$23,353CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGrantmaker's Description of How Grants are UsedFormAndLineReferenceDesc
ExplanationEach grant recipient is asked to complete a year-end grant report detailing the expenditure of grant money received. This report is kept with the original grant application.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, Line 11bThe Board of Directors reviews and approves the 990 tax return before submitting to the IRS.
Form 990, Part VI, Section B, Line 12cPolicies and conflicts are reviewed annually by the Board of Directors.
Form 990, Part VI, Section C, Line 19Available to the public upon request via fax, email, or in person.
Form 990, Part XI, Line 9Donated Services = -$19904

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