Totals
- Total revenue
- $161,936
- Total expenses
- $224,823
- Contributions and grants received
- $108,662
- Grants paid
- $146,760
- Program service revenue
- $0
- Investment income
- $53,274
- Other revenue
- $0
- Total assets, end of year
- $1,560,457
- Total liabilities, end of year
- $115,638
- Net assets or fund balances, end of year
- $1,444,819
- Program services expenses (Part IX)
- $214,922
- Management and general expenses
- $2,760
- Fundraising expenses
- $7,141
- Program service expenses (Part III)
- $214,922
Program services were 95.6% 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.
-
1d · Related organizations
$68,162
-
1f · All other contributions, gifts and grants
$40,500
-
3 · Investment income
total $69,007 · excluded $69,007
-
7a · Gross sales of assets other than inventory
securities $161,498
-
7b · Less cost or other basis and sales expenses
securities $177,231
-
7c · Gain or loss
securities -$15,733
-
7d · Net gain or loss
total -$15,733 · excluded -$15,733
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $130,360 · program services $130,360
-
2 · Grants to domestic individuals
total $16,400 · program services $16,400
-
11a · Fees: management
total $68,162 · program services $68,162
-
11c · Fees: accounting
total $2,550 · management and general $2,550
-
11f · Fees: investment management
total $7,141 · fundraising $7,141
-
11g · Fees: other
total $210 · management and general $210
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $455,043 · end of year $411,343
-
4 · Accounts receivable
end of year $5,490
-
11 · Investments: publicly traded securities
beginning of year $1,209,069 · end of year $1,143,624
-
18 · Grants payable
beginning of year $88,000 · end of year $24,000
-
25 · Other liabilities
beginning of year $151,476 · end of year $91,638
-
27 · Net assets without donor restrictions
beginning of year $1,424,636 · end of year $1,444,819
Mission and programs · 2023
Mission
The Mission of the Symons Family Fund is to benefit, perform the functions of, and carry out the purposes of the Sonora Area Foundation that engage in charitable activities which benefit the residents of Tuolumne County, California.
-
Grants and scholarships to tax-exempt organizations and government entities for charitable purposes to enhance the community and the quality of life for its residents.
Expenses $214,922 · Grants $146,760 · Revenue $103,162
As filed on the 2023 return.
Listed in Part VII
-
Darrell Slocum
CEO
- Total calculated
- $178,560
- From this org
- $0
- From related orgs
- $157,000
- Other
- $21,560
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $147,000 related
- Bonus
- not reported + $10,000 related
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported + $21,560 related
- Filer's total
- not reported + $178,560 related
-
Mark Kraft
Board Member
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Clark Segerstrom
Board Member
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Jeff Sargo
Board Member
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Derek Maxson
Board Member
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Ed Clinite
Board Member
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Marianne Wright
Treasurer
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Vicki Albrecht
President
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
David Marquez
Secretary
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Dana Mayo
Vice President
- Total calculated
- $0
- Hours/week
- 1 + 3 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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
Tuolumne County Super of Schools
$30,000
Program support
-
$26,000
Program Support
-
$15,000
Program Support
-
$12,000
Grant assistance
-
Summerville Elementary
$11,000
Program support
-
Sonora Elementary School
$8,150
Program support
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.
-
3 · Community Foundation
-
3
Directly controlled by Sonora Area Foundation
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 5 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413189349306301
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