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← IRVING J SYMONS FOUNDATION FOR TUOLUMNE COUNTY

Form 990 for tax year 2022

Filed by IRVING J SYMONS FOUNDATION FOR TUOLUMNE COUNTY.

Totals

Total revenue
$665,158
Total expenses
$2,144,780
Contributions and grants received
$6,245
Grants paid
$1,674,715
Program service revenue
$0
Investment income
$217,895
Other revenue
$441,018
Total assets, end of year
$39,116,386
Total liabilities, end of year
$1,138,771
Net assets or fund balances, end of year
$37,977,615
Program services expenses (Part IX)
$1,813,249
Management and general expenses
$137,761
Fundraising expenses
$193,770
Program service expenses (Part III)
$1,813,249

Program services were 84.5% 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.

  • 1f · All other contributions, gifts and grants

    $6,245

  • 3 · Investment income

    total $811,238 · excluded $811,238

  • 6a · Gross rents

    real property $954,907

  • 6b · Less rental expenses

    real property $513,889

  • 6c · Rental income or loss

    real property $441,018

  • 6d · Net rental income or loss

    total $441,018 · excluded $441,018

  • 7a · Gross sales of assets other than inventory

    securities $8,234,731 · other assets $50,000

  • 7b · Less cost or other basis and sales expenses

    securities $8,828,074 · other assets $50,000

  • 7c · Gain or loss

    securities -$593,343

  • 7d · Net gain or loss

    total -$593,343 · related or exempt -$593,343

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,674,715 · program services $1,674,715

  • 7 · Other salaries and wages

    total $65,175 · program services $4,769 · management and general $47,689 · fundraising $12,717

  • 8 · Pension plan contributions

    total $5,214 · program services $382 · management and general $3,815 · fundraising $1,017

  • 9 · Other employee benefits

    total $8,769 · program services $642 · management and general $6,416 · fundraising $1,711

  • 10 · Payroll taxes

    total $5,102 · program services $373 · management and general $3,733 · fundraising $996

  • 11c · Fees: accounting

    total $61,645 · management and general $61,645

  • 11f · Fees: investment management

    total $176,160 · fundraising $176,160

  • 13 · Office expenses

    total $1,420 · program services $104 · management and general $1,039 · fundraising $277

  • 16 · Occupancy

    total $4,574 · program services $335 · management and general $3,347 · fundraising $892

  • 23 · Insurance

    total $10,077 · management and general $10,077

  • 24a · Other expenses: GRANT ADMINSTRATION

    total $131,929 · program services $131,929

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,220,208 · end of year $2,286,934

  • 7 · Other notes and loans receivable

    beginning of year $536,769 · end of year $325,276

  • 10a · Land, buildings and equipment: cost or other basis

    $10,801,849

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,116,159

  • 10c · Land, buildings and equipment, net

    beginning of year $7,844,937 · end of year $7,685,690

  • 11 · Investments: publicly traded securities

    beginning of year $34,305,889 · end of year $28,703,040

  • 15 · Other assets

    beginning of year $142,665 · end of year $115,446

  • 17 · Accounts payable and accrued expenses

    beginning of year $41,926 · end of year $58,054

  • 18 · Grants payable

    beginning of year $70,836 · end of year $1,020,000

  • 25 · Other liabilities

    beginning of year $57,574 · end of year $60,717

  • 27 · Net assets without donor restrictions

    beginning of year $44,880,132 · end of year $37,977,615

Mission and programs · 2022

Mission

THE PURPOSE OF THE ORGANIZATION IS TO CARRY OUT CHARITABLE AND EDUCATIONAL ACTIVITIES AND TO SUPPORT, BENEFIT, AND CARRY OUT THE PURPOSES OF OTHER CHARITABLE ORGANIZATIONS,INCLUDING THE SONORA AREA FOUNDATION, WHOSE CHARITABLE ACTIVITIES BENEFIT TUOLUMNE COUNTY AND THE CITIZENS AND RESIDENTS OF TUOLUMNE COUNTY. PARTICULAR CONCERN IS GIVEN TO THE YOUTH OF TUOLUMNE COUNTY, INCLUDING SPORTS FACILITIES FOR THEIR USE, AND SCHOLARSHIPS FOR STUDENTS AND STUDENT LEADERS GRADUATING FROM TUOLUMNE COUNTY HIGH SCHOOLS FOR THEIR CONTINUING EDUCATION.

  • COMPETITIVE GRANTS PROGRAM SEEKS TO ENRICH TUOLUMNE COUNTY IN THE AREAS OF EDUCATION, CHILDREN'S ACTIVITIES, SUPPORT FOR THE ELDERLY, THE ARTS, AND CARE OF THE DISADVANTAGED.

    Expenses $1,813,249 · Grants $1,674,715

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Dana Mayo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Mark Kraft

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Derek Maxson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Clark Segerstrom

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Marianne Wright

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Vicki Albrecht

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Le Ann Steelman

    EXECUTIVE DI

    Total calculated
    $135,908
    From this org
    $116,000
    From related orgs
    $0
    Other
    $19,908
    Hours/week
    40

  • David Marquez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Edward Clinite

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • SYMONS PROPERTIES I LLC

    REAL PROP · CA

    Directly controlled by IRVING J SYMONS FOUNDATION

  • SYMONS PROPERTIES II LLC

    REAL PROP · CA

    Directly controlled by IRVING J SYMONS FOUNDATION

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • HALES & SYMONS INC

    C CORP · INVESTMENT · CA

Provenance

Return type
form_990
Tax year
2022
Filed
14 October 2023
IRS schema version
2022v5.0
Source object
202322849349301022

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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