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← IRVING J SYMONS FOUNDATION FOR TUOLUMNE COUNTY

Form 990 for tax year 2023

Filed by IRVING J SYMONS FOUNDATION FOR TUOLUMNE COUNTY.

Totals

Total revenue
$1,018,001
Total expenses
$1,320,008
Contributions and grants received
$0
Grants paid
$723,300
Program service revenue
$0
Investment income
$427,640
Other revenue
$590,361
Total assets, end of year
$42,073,709
Total liabilities, end of year
$700,119
Net assets or fund balances, end of year
$41,373,590
Program services expenses (Part IX)
$883,658
Management and general expenses
$91,858
Fundraising expenses
$344,492
Program service expenses (Part III)
$883,658

Program services were 66.9% 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 $901,180 · excluded $901,180

  • 6a · Gross rents

    real property $970,282

  • 6b · Less rental expenses

    real property $379,921

  • 6c · Rental income or loss

    real property $590,361

  • 6d · Net rental income or loss

    total $590,361 · excluded $590,361

  • 7a · Gross sales of assets other than inventory

    securities $7,884,939

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

    securities $8,358,479

  • 7c · Gain or loss

    securities -$473,540

  • 7d · Net gain or loss

    total -$473,540 · excluded -$473,540

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $723,300 · program services $723,300

  • 5 · Compensation of officers, directors and key employees

    total $121,500 · program services $3,645 · management and general $36,450 · fundraising $81,405

  • 7 · Other salaries and wages

    total $42,505 · fundraising $42,505

  • 8 · Pension plan contributions

    total $13,121 · program services $394 · management and general $3,936 · fundraising $8,791

  • 9 · Other employee benefits

    total $18,770 · program services $563 · management and general $5,631 · fundraising $12,576

  • 10 · Payroll taxes

    total $12,771 · program services $383 · management and general $3,831 · fundraising $8,557

  • 11c · Fees: accounting

    total $34,334 · management and general $34,334

  • 11f · Fees: investment management

    total $173,518 · fundraising $173,518

  • 13 · Office expenses

    total $1,797 · program services $54 · management and general $539 · fundraising $1,204

  • 14 · Information technology

    total $3,823 · program services $115 · management and general $1,147 · fundraising $2,561

  • 16 · Occupancy

    total $6,992 · program services $210 · management and general $2,098 · fundraising $4,684

  • 17 · Travel

    total $1,178 · program services $35 · management and general $354 · fundraising $789

  • 23 · Insurance

    total $11,795 · program services $355 · management and general $3,538 · fundraising $7,902

  • 24a · Other expenses: Grants administration expens

    total $154,604 · program services $154,604

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,286,934 · end of year $2,479,077

  • 7 · Other notes and loans receivable

    beginning of year $325,276 · end of year $285,059

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

    $10,844,660

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

    $3,341,136

  • 10c · Land, buildings and equipment, net

    beginning of year $7,685,690 · end of year $7,503,524

  • 11 · Investments: publicly traded securities

    beginning of year $28,703,040 · end of year $31,687,761

  • 15 · Other assets

    beginning of year $115,446 · end of year $118,288

  • 17 · Accounts payable and accrued expenses

    beginning of year $58,054 · end of year $99,321

  • 18 · Grants payable

    beginning of year $1,020,000 · end of year $545,781

  • 25 · Other liabilities

    beginning of year $60,717 · end of year $55,017

  • 27 · Net assets without donor restrictions

    beginning of year $37,977,615 · end of year $41,373,590

Mission and programs · 2023

Mission

To carry out charitable and educational activities and to support, benefit, and carry out the purposes of the Sonora Area Foundation, whose charitable activities benefit Tuolumne County and its citizens. Particular concern is given to the youth of Tuolumne County.

  • Competitive grants program seeks to enrich Tuolumne County in the areas of education, childrens activities, support for the elderly, the arts, and care of the disadvantaged.

    Expenses $883,658 · Grants $723,300

As filed on the 2023 return.

Listed in Part VII

  • Le Ann Steelman

    Executive Director

    Total calculated
    $143,220
    From this org
    $121,500
    From related orgs
    $0
    Other
    $21,720
    Hours/week
    40

  • Edward Clinite

    Director

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • David Marquez

    Director

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Derek Maxson

    Director

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Dana Mayo

    Director

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Jeff Sargo

    Director

    Total calculated
    $0
    Hours/week
    0

  • Vicki Albrecht

    Secretary

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Mark Kraft

    Vice President

    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 + 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.

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.

Related corporations and trusts

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

  • Hales & Symons Inc

    C Corp · Investments · CA · 100% owned

    Directly controlled by Irving J Symons Foundation

Provenance

Return type
form_990
Tax year
2023
Filed
5 November 2024
IRS schema version
2023v5.1
Source object
202423189349306257

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