2022-12-20T19:57:21-07:00 2021-12-31 990 2021-01-01 203651997 ALTAVITA VILLAGE COMMUNITY FOUNDATION ALTA 9515675831 17050 Arnold Drive Box 103 Riverside CA 925182806 James Pemberton Treasurer 9515675831 2022-12-20 0 11 0 AAL2 2021 2023-03-07 01:45:13Z X X Village Resident Foundation Bill Baltazar 17659 Thomas White Riverside CA 92518 348785 0 X X 2006 CA Improve the quality of life for residents of Westmont Village. Provide support for residents who become unable to pay fees to remain as residents of Westmont Village. Provide recreation, socialization and entertainment services to residents. Provide an interface organization with Westmont Village for resident concerns, problems and requests. 9 9 0 45 0 0 35446 324557 104953 23883 260 345 0 0 140659 348785 589674 60000 0 0 0 0 0 0 0 53620 294312 643294 354312 -502635 -5527 275849 270322 0 0 275849 270322 X This organization supports the residents of Westmont Village with emphasis on the needs of the residents concerning health, mobility, recreation, entertainment, finances and quality of life. 0 0 22712 0 15660 Concert program: We hire professional concert performers to perform mostly classical chamber music performances for Westmont Village residents. It includes renting the venue, tuning pianos and providing refreshments. 9000 0 0 Resident Council: Resident volunteers staff a Resident Council which is part of the Foundation. This council stocks and maintains various on-site libraries. It publishes a monthly magazine highlighting resident activities, local interest items, historical information of the local area and reports on and introduces new residents of the village. It also provides and funds entertainment events for residents. 0 0 6910 Village Shoppe: The foundation operates a small retail operation so that residents with mobility problems can obtain commonly needed small items like stamps, cards, some food items, clothing items, etc. without having to arrange transportation from the Village and back. 319782 60000 0 Programs and projects: Various one-time projects. Resident Council programs and activities, Wood Hobby Shop operation, computer room operation, trail program, resident loss of contract due to bankruptcy compensation program, Village shoppe retail operation. 319782 60000 0 351494 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 CA X James Pemberton 9515675831 21195 George Brown Avenue Riverside CA 92518 Bill Baltazar Chairman 5 0 X X 0 0 0 Robert Miller Vice chairman 2 0 X X 0 0 0 James Pemberton Treasurer 10 0 X X 0 0 0 Jo Crosbie Secretary 10 0 X X 0 0 0 Jonathan Greenberg Director 1 0 X 0 0 0 Gary Jennings Director 1 0 X 0 0 0 Carol Uecker Director 1 0 X 0 0 0 Dan Neja Director 1 0 X 0 0 0 Ronald Englebretson Director 1 0 X 0 0 0 Patrick Sweeney Director 1 0 X 0 0 0 David Miller Advisor 5 0 X 0 0 0 Charles Hale Advisor 1 0 X 0 0 0 0 0 0 0 1 0 0 0 X 0 0 67127 0 0 257430 0 324557 Sales of donated household items 453310 11921 11921 0 0 Retail sales 446199 11962 11962 0 0 0 0 0 0 23883 345 345 0 0 0 0 0 0 0 0 0 0 0 0 0 0 67127 0 348785 24228 0 0 60000 60000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1777 0 1777 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Programs, projects, sales taxes 292535 291494 1041 0 0 0 0 354312 351494 2818 0 275849 270322 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 275849 270322 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 275849 270322 275849 270322 275849 270322 -5527 0 0 0 0 0 X 0 0 0 X 132532 48390 180001 35446 40981 437350 160591 157629 151026 104953 25500 599699 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 293123 206019 331027 140399 66481 1037049 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1037049 0 305 800 260 339 1704 0 0 0 0 0 0 0 305 800 260 339 1704 0 0 0 0 0 0 0 0 424674 0 257000 681674 293123 206324 756501 140659 323820 1720427 0.60279 0.73 0.00099 0 X Schedule A, Part III, Line 12 This amount represents a fund transfer from another 501(c)(3) as directed by the California Attorney General and related to the bankruptcy of another 501(c)(3). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Annual fund drive 67127 0 67127 0 0 0 0 0 0 0 0 67127 0 67127 0 0 0 0 0 0 0 67127 1 Inland Empire Community Foundation 3700 6th Street South 200 Riverside CA 92501 330748536 501(c)3 60000 0 cash This grant is a service provided by a large non-profit to a small non-profit that does not have the knowledge or capability for investing funds to protect funds from inflation. Funds are available as grants in case of future needs. 1 0 Schedule I, Part I, Line 2 Recipient of the grant is Inland Empire Community Foundation and was granted with the understanding that upon future needs, our foundation will request grants to cover those needs. This is a standard support that large non-profits often offer to smaller non-profits that do not have the investment skills to protect their assets from inflation. We monitor these funds through the quarterly reports of IECF. This grant was a requirement of the Attorney General of California due to a bankruptcy of a supported non-profit. 0 0 0 0 0 0 0 0 0 Bill Baltazar Chairman 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Schedule J, Part I None of the situations happened. Schedule J, Part I, Line 3 This is an all-volunteer organization. nobody gets paid. Schedule J, Part II This is an all-volunteer organization. Nobody gets paid. Form 990, Header, Line B We added our "DBA" name although it was added in 2022. Also we filed a hard copy in January 2022 so the efile is in effect an amended return. Form 990, Part I, Line 20 During 2020 two orphan supporting 501c3s of the parent organization which was in the process of bankruptcy were transferred to Altavita Village Community Foundation but noot picked up on the 2020 Form 990. An amended Form 990 will be provided for 2020. This will change the column B amounts for 2020. Form 990, Part III, Line 4d Programs and projects: Concert program, Trail program, Resident Council, Village Shoppe, Resident Activities, Wood Hobby Shop, Libraries, Computer Room, resident medical needs and resident bankruptcy compensation directed by California Attorney General. Form 990, Part VI, Section B, Line 11b All members of the governing body have access to this form 990 in electronic form on the Foundation computer. Form 990, Part VI, Section B, Line 15 None of the officers are paid. This is an all volunteer organization. Form 990, Part VI, Section C, Line 18 Any documents possessed by the Foundation are available on request. Form 990, Part VI, Section C, Line 19 All of the Foundation's documents are available to the public on request, either by computer files or hard copy. Form 990, Part VIII, Line 1f Upon bankruptcy of our former parent organization (AFVW Inc.), the California Attorney General directed that a certain amount be deposited at Inland Empire Community Foundation until the time that distribution details could be worked out. This was accomplished and distribution to residents are currently in progress. We were unaware of the requirement for electronic filing and filed hard copy 2021 990 forms before the due date. When we received notice of our mistake, we required time to learn how to file electronically. We are an all-volunteer organization in a retirement community and have limited accounting experience (not a good excuse, but maybe extenuating circumstances?).