TAILWINDS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TAILWINDS CHARITABLE FOUNDATION INC (EIN 13-4201151)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-07
- IRS object ID
- 202422819349100132
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-07T16:23:25-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010561132 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John S Menzelos EA Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2252 W Carson St Suite A | AddressLine1Txt |
| City | Torrance | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134201151 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAILWINDS CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | CO RD CAPITAL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAIL | BusinessNameControlTxt |
| Phone | 9098440859 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 GREAT NECK ROAD 416 | AddressLine1Txt |
| City | GREAT NECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH KATHERINE DWORMAN | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2024-09-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN S MENZELOS | PreparerPersonNm |
| PTIN | P00240231 | PTIN |
| Phone | 3103284344 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,034,578 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $250,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $57,452 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $57,452 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $57,452 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $419,954 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $394,484 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $394,484 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$391,211 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,402,202 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $28,316 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $28,316 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $28,316 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $364,511 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $480,252 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $480,252 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $6,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,575 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $53,363 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,113 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,882 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,882 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $67,820 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,570 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $640,068 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $640,068 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $707,888 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,570 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $640,068 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$343,377 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $458,682 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $480,252 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $515,361 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $555,439 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $555,439 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $11,970,175 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,227,024 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,479,139 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,485,536 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,782,463 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,034,578 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,485,536 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,782,463 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,485,536 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,782,463 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,485,536 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,782,463 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,485,536 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$343,377 | ExcessRevenueOverExpensesAmt |
| Other Increases | $640,304 | OtherIncreasesAmt |
| Subtotal | $12,782,463 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,782,463 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VARIOUS SHORT TERM COVERED CHARLES SCHWAB | P | 2023-01-01 | 2023-01-01 | $3,325,652 | $3,438,735 | -$113,083 | -$113,083 |
| VARIOUS LONG TERM COVERED CHARLES SCHWAB | P | 2023-01-01 | 2023-01-01 | $2,075,546 | $2,351,703 | -$276,157 | -$276,157 |
| PRIMA MORTGAGE S/T CAPITAL GAIN | P | 2023-01-01 | 2023-01-01 | $1,004 | $1,004 | $1,004 | |
| PRIMA MORTGAGE L/T CAPITAL LOSS | P | 2023-01-01 | 2023-01-01 | $3,361 | -$3,361 | -$3,361 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$391,597 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$391,597 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,376 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,376 | SubtotalAmt |
| Tax Based On Investment Income | $6,376 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $23,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $16,824 | OverpaymentAmt |
| Applied To ES Tax | $16,824 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAILWINDS CHARITABLE FOUNDAT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9098440859 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 GREAT NECK ROAD SUITE 416 | AddressLine1Txt |
| City | GREAT NECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ROSS DWORMAN | ||||||
| PO BOX 7606 | REDLANDS | CA | 92375 | Treasurer | 5.00 | $0 |
| LAURA SMITH ROETHE | ||||||
| PO BOX 7606 | REDLANDS | CA | 92375 | Secretary | 5.00 | $0 |
| SARAH KATHERINE DWORMAN | ||||||
| PO BOX 7606 | REDLANDS | CA | 92375 | President & CEO | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,507,578 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $312,289 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,819,867 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $12,819,867 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $192,298 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,627,569 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $631,378 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $631,378 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,376 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,376 | TotalTaxAmt |
| Distributable Before Adj | $625,002 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $625,002 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $625,002 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $640,068 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $640,068 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $625,002 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $28,265 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $107,927 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $202,535 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $454,106 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $792,833 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $640,068 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $625,002 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,066 | RemainingDistriFromCorpusAmt |
| Total Corpus | $807,899 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $28,265 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $779,634 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $107,927 | ExcessFromYear4Amt |
| Excess From Year3 | $202,535 | ExcessFromYear3Amt |
| Excess From Year2 | $454,106 | ExcessFromYear2Amt |
| Excess From Current Year | $15,066 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROSS DWORMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CATHEDRAL OF ST JOHN THE DIVINE | |||||||
| 1047 AMSTERDAM AVE | NEW YORK | NY | 10025 | NONE | PC | CHARITABLE CONTRIBUTION | $500 |
| WAGS WALKS | |||||||
| 8721 SANTA MONICA BLVD 344 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | CHARITABLE CONTRIBUTION | $10,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| PO BOX 4527 | NEW YORK | NY | 10163 | NONE | PC | MEDICAL | $500 |
| HEART FOUNDATION | |||||||
| 31822 VILLAGE CENTER ROAD | WESTLAKE VILLAGE | CA | 91361 | NONE | POF | CHARITABLE CONTRIBUTION | $6,000 |
| CROHN'S COLLITIS FOUNDATION | |||||||
| 10350 SANTA MONICA BLVD 120 | LOS ANGELES | CA | 90025 | NONE | POF | CHARITABLE CONTRIBUTION | $1,000 |
| BALTIMORE LIFE COACHES | |||||||
| 1122 KENILWORTH DRIVE 201 | TOWSON | MD | 21204 | NONE | PF | CHARITABLE CONTRIBUTION | $100,000 |
| MANIFESTWORKS | |||||||
| 1660 SANFORD ST | SANTA MONICA | CA | 90404 | NONE | PC | UNHOUSED | $5,000 |
| COMPASSION INTERNATIONAL | |||||||
| COLORADO SPRINGS | COLORADO SPRINGS | CO | 80997 | NONE | PC | YOUTH - INTERNATIONAL | $3,535 |
| HAPPY TRAILS FOR KIDS | |||||||
| 2525 OCEAN PARK BLVD 104 | SANTA MONICA | CA | 90405 | NONE | PC | YOUTH | $100,000 |
| WHITEFISH COMMUNITY FOUNDATION | |||||||
| PO BOX 1060 | WHITEFISH | MT | 59937 | NONE | PC | COMMUNITY | $80,000 |
| BAY AREA COMMUNITY CHURCH | |||||||
| 884 CHESTERFIELD RD | ANNAPOLIS | MD | 21401 | NONE | PC | RELIGIOUS | $1,000 |
| CHADWICK SCHOOL | |||||||
| 26800 SOUTH ACADEMY DRIVE | PALOS VERDES PENIN | CA | 90274 | PC | EDUCATION | $5,000 | |
| MT DESERT ISLAND YMCA | |||||||
| 21 PARK STREET | BAR HARBOR | ME | 04609 | PC | COMMUNITY ORGANIZATION | $1,000 | |
| FAMILY SERVICES ASSOCIATION OF REDL | |||||||
| 612 LAWTON ST | REDLANDS | CA | 92374 | NONE | POF | CHARITABLE CONTRIBUTION FOR FAMILIES IN NEED | $1,000 |
| AMERICAN FRIEND OF OGEN | |||||||
| 2330 MILTON RD | UNIVERSITY HTS | OH | 44118 | NONE | POF | INTERNATIONAL AID | $5,000 |
| AMERICAN FRIENDS OF SHEBA MEDICAL C | |||||||
| 6505 WILSHIRE BLVD STE 615 | LOS ANGELES | CA | 90048 | PC | INTERNATIONAL MEDICAL | $250,000 | |
| CIVIL RIGHTS CORPS | |||||||
| 1601 CONNECTICUT AVE | WASHINGTON | DC | 20009 | PC | LEGAL | $1,000 | |
| ICAHN SCHOOL OF MEDICINE | |||||||
| 1 GUSTAVE L LEVY PL | NEW YORK | NY | 10029 | POF | MEDICAL | $25,000 | |
| INTERNATIONAL WILDLIFE COEXISTENCE | |||||||
| 9169 W STATE STREET | GARDEN CITY | ID | 83714 | PC | ANIMALS / WILDLIFE | $20,000 | |
| LANDMARK SCHOOL | |||||||
| 19 RIVER ROAD SOUTH | PUTNEY | VT | 05346 | PC | EDUCATION | $2,000 | |
| PREDATOR HEALING PROJECT | |||||||
| 175 HUTTON RANCH ROAD STE 103 | KALISPELL | MT | 59901 | PC | ANIMAL / HEALING | $19,533 | |
| RIP MEDICAL DEBT | |||||||
| PO BOX 411675 | BOSTON | MA | 02241 | PC | MEDICAL | $1,000 | |
| SHOWER OF HOPE | |||||||
| 958 N WESTERN AVE UNIT 603 | LOS ANGELES | CA | 90029 | PC | UNHOUSED | $1,000 | |
| YOUTH HOPE | |||||||
| PO BOX 7803 | REDLANDS | CA | 92375 | PC | YOUTH | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $640,068 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $57,452 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $419,954 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,316 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $386 | ExclusionAmt |
| Related Or Exempt Function Incm | -$391,597 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $506,108 | ExclusionAmt |
| Related Or Exempt Function Incm | -$391,597 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,511 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROSS DWORMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7606 | AddressLine1Txt |
| City | REDLANDS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92375 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $250,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,575 | Amt |
| Net Investment Income | $6,575 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BUSINESS LICENSE AND PERMITS | $230 | $230 |
| DUES AND SUBSCRIPTIONS | $152 | $152 |
| PROFESSIONAL FEE | $7,500 | $7,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $28,316 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $28,316 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $28,316 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX | $46,250 | |
| FOREIGN TAX PAID ON FOREIGN DIVIDENDS | $7,113 | $7,113 |