Totals
- Total revenue
- $28,784
- Total expenses
- $23,556
- Contributions and grants received
- $0
- Grants paid
- $14,208
- Program service revenue
- $0
- Investment income
- $28,784
- Other revenue
- $0
- Total assets, end of year
- $587,406
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $587,406
- Program services expenses (Part IX)
- $14,208
- Management and general expenses
- $9,348
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $14,208
Program services were 60.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $15,270 · excluded $15,270
-
7a · Gross sales of assets other than inventory
securities $49,815
-
7b · Less cost or other basis and sales expenses
securities $36,301
-
7c · Gain or loss
securities $13,514
-
7d · Net gain or loss
total $13,514 · excluded $13,514
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $14,208 · program services $14,208
-
5 · Compensation of officers, directors and key employees
total $8,848 · management and general $8,848
-
11c · Fees: accounting
total $500 · management and general $500
-
24a · Other expenses: CA FILING FEE
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $8,577 · end of year $10,313
-
11 · Investments: publicly traded securities
beginning of year $573,615 · end of year $577,093
-
27 · Net assets without donor restrictions
beginning of year $582,192 · end of year $587,406
Mission and programs · 2024
Mission
SUPPORTING SECTION 509 (A) (1) ORGANIZATION - INVEST TRUST ASSETS AND DELIVER NET INCOME GENERATED TO THE ORANGE COUNTY MUSEUM OF ART TO PAY FOR ITS OPERATING EXPENSES AND TO BE USED FOR ITS EXEMPT PURPOSES.
-
DISTRIBUTE INVESTMENT INCOME IN ACCORDANCE WITH THE TRUST INSTRUMENT TO SUPPORT THE OPERATIONS OF THE ORANGE COUNTY MUSEUM OF ART.
Expenses $14,208 · Grants $14,208
As filed on the 2024 return.
Listed in Part VII
-
City National BankCITY NATIONAL BANK
TRUSTEE
- Total calculated
- $0
-
David EmmesDAVID EMMES
PRESIDENT
- Total calculated
- $0
-
Alex AirthALEX AIRTH
VICEPRESIDENT
- Total calculated
- $0
-
Linda MaggardLINDA MAGGARD
SECRETARY
- Total calculated
- $0
-
Barbara DanzBARBARA DANZ
TREASURER
- Total calculated
- $0
-
Lauren ChalmersLAUREN CHALMERS
BOARD OF DIRECTORS
- Total calculated
- $0
-
Michael MarcusMICHAEL MARCUS
BOARD OF DIRECTORS
- Total calculated
- $0
-
Cheryl KiddoCHERYL KIDDO
BOARD OF DIRECTORS
- Total calculated
- $0
-
Mark KerslakeMARK KERSLAKE
BOARD OF DIRECTORS
- Total calculated
- $0
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$14,208
UNRESTRICTED GIFT
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · MUSEUM · CA
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 May 2025
- IRS schema version
- 2024v5.1
- Source object
- 202511349349307661
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