Form 990 for tax year 2022
Filed by THE FOUNDATION OF LAGUNA WOODS VILLAGE.
Totals
- Total revenue
- $218,174
- Total expenses
- $231,919
- Contributions and grants received
- $202,354
- Grants paid
- $210,867
- Program service revenue
- $0
- Investment income
- $15,820
- Other revenue
- $0
- Total assets, end of year
- $842,789
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $842,789
- Program services expenses (Part IX)
- $210,867
- Management and general expenses
- $14,413
- Fundraising expenses
- $6,639
- Program service expenses (Part III)
- $210,867
Program services were 90.9% 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.
-
1f · All other contributions, gifts and grants
$202,354
-
3 · Investment income
total $15,820 · excluded $15,820
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $74,017 · program services $74,017
-
2 · Grants to domestic individuals
total $136,850 · program services $136,850
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $1,675 · management and general $1,675
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $1,800 · management and general $1,800
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $5,623 · management and general $5,623
-
24a · Other expenses: Printing and Publications
total $5,814 · fundraising $5,814
-
24b · Other expenses: TRAINING AND BOOKS
total $4,516 · management and general $4,516
-
24c · Other expenses: ATS MEDIA
total $825 · fundraising $825
-
24d · Other expenses: PAYPAL FEES
total $676 · management and general $676
-
24e · All other expenses
total $123 · management and general $123
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $6,806 · end of year $3,298
-
2 · Savings and temporary cash investments
beginning of year $120,435 · end of year $94,486
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $729,293 · end of year $745,005
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $856,534 · end of year $842,789
Mission and programs · 2022
Mission
TO PROVIDE TEMPORARY EMERGENCY ASSISTANCE TO THE RESIDENTS OF LAGUNA WOODS VILLAGE. HELP IS PROVIDED INVOLVING SHORTAGES OF FOOD, MEDICATIONS, UTILITIES, CARE, MEALS AND ADULT DAY CARE.
-
IN 2022 THE FOUNDATION OF LAGUNA WOODS VILLAGE ASSISTED MORE THAN 325 PEOPLE IN THE LAGUNA WOODS VILLAGE COMMUNITY WITH EMERGENCY NEEDS FOR FOOD, UTILITIES, DAY CARE, SCHOLARSHIPS, MEALS ON WHEELS AND TRANSPORTATION.
Expenses $210,867
As filed on the 2022 return.
Listed in Part VII
-
Christine CollinsCHRISTINE COLLINS
Director
- Total calculated
- $0
- Hours/week
- 5
-
Gail RoyGAIL ROY
Director
- Total calculated
- $0
- Hours/week
- 5
-
Burt BaumBURT BAUM
Director
- Total calculated
- $0
- Hours/week
- 5
-
Cc LeeCC LEE
Director
- Total calculated
- $0
- Hours/week
- 5
-
Gael McPherson PostGAEL MCPHERSON POST
Director
- Total calculated
- $0
- Hours/week
- 5
-
Joel GoldsteinJOEL GOLDSTEIN
Director
- Total calculated
- $0
- Hours/week
- 5
-
Toni VerningTONI VERNING
Director
- Total calculated
- $0
- Hours/week
- 5
-
Diane LevinDIANE LEVIN
Director
- Total calculated
- $0
- Hours/week
- 5
-
Anne LlewellynANNE LLEWELLYN
Director
- Total calculated
- $0
- Hours/week
- 5
-
Joan GramppJOAN GRAMPP
Director
- Total calculated
- $0
- Hours/week
- 5
-
Dorothy PacellaDOROTHY PACELLA
Director
- Total calculated
- $0
- Hours/week
- 5
-
Beth PerakBETH PERAK
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Marcy SheinwoldMARCY SHEINWOLD
President
- Total calculated
- $0
- Hours/week
- 5
-
Pat LeftwichPAT LEFTWICH
Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
Margot GilisonMARGOT GILISON
Secretary
- Total calculated
- $0
- Hours/week
- 5
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
-
$58,355
MEALS ON WHEELS
-
$15,662
FOOD PANTRY AND ADULT EDUCATION
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 11 September 2023
- IRS schema version
- 2022v5.0
- Source object
- 202312549349301131
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