WILL J REID FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WILL J REID FOUNDATION (EIN 95-6041915)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-20
- IRS object ID
- 202322019349100332
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-20T15:35:12-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463131594 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Spafford and Landry Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1849 W Redlands Blvd Suite 102 | AddressLine1Txt |
| City | Redlands | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92373 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956041915 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILL J REID FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 5622439017 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 E OCEAN BOULEVARD | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH WESTBROOK | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-07-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | WESTBROOK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | Pat Spafford | PreparerPersonNm |
| PTIN | P00367698 | PTIN |
| Phone | 9097921852 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,050,475 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,408 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,408 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,408 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $222,028 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $222,028 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $222,028 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$20,643 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $172,851 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | -$1,570 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,570 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $204,223 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $224,866 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $226,436 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,950 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $13,224 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,079 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,873 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $197 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $197 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $51,626 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,099 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,870 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,079 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,296 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $945,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $945,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,017,470 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,079 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $946,896 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$813,247 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $223,787 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $226,436 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,390,600 | CashBOYAmt |
| Cash EOY | $4,519,099 | CashEOYAmt |
| Cash EOYFMV | $4,519,099 | CashEOYFMVAmt |
| Corporate Stock BOY | $392,141 | CorporateStockBOYAmt |
| Corporate Stock EOY | $617,674 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,752,866 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $73,948 | CorporateBondsBOYAmt |
| Other Investments BOY | $6,611,860 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,520,602 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,773,837 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,078 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,405 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,548 | LandBOYAmt |
| Land EOY | $4,673 | LandEOYAmt |
| Land EOYFMV | $4,673 | LandEOYFMVAmt |
| Total Assets BOY | $12,475,097 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,662,048 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,050,475 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | -$16 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $182 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | -$16 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $182 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,475,113 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,661,866 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,475,113 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,661,866 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,475,097 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,662,048 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,475,113 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$813,247 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,661,866 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,661,866 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 73000 MICROSOFT CORP | P | 2016-11-15 | 2022-01-12 | $73,000 | $73,948 | -$948 | -$948 |
| 251 FORUM FUNDS MERK HAD CUR | P | 2021-12-31 | 2022-11-30 | $1,918 | $2,249 | -$331 | -$331 |
| 621 FORUM FUNDS MERK HAD CUR | P | 2008-04-01 | 2022-11-30 | $4,740 | $6,896 | -$2,156 | -$2,156 |
| 9464 FORUM FUNDS MERK HAD CUR | P | 2008-01-23 | 2022-11-30 | $72,238 | $110,401 | -$38,163 | -$38,163 |
| COMMON FUND CAPITAL PARTNERS | P | 2007-08-01 | 2022-12-31 | $20,955 | $20,955 | $20,955 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$20,643 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$331 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,111 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,111 | SubtotalAmt |
| Tax Based On Investment Income | $3,111 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,271 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $23,271 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $20,160 | OverpaymentAmt |
| Applied To ES Tax | $13,000 | AppliedToESTaxAmt |
| Refund | $7,160 | RefundAmt |
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 | Yes (true) | 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 | Yes (true) | 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 | ELIZABETH MOORE WESTBROOK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5622439017 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 E OCEAN BOULEVARD | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 908032521 | 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 (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| E M WESTBROOK | ||||||
| 2801 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | President | 20.00 | $0 |
| C J MOORE | ||||||
| 2801 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | Vice President | 4.00 | $0 |
| C G BURGESS | ||||||
| 2801 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | Vice President | 4.00 | $0 |
| W J HANCOCK | ||||||
| 2801 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | Chairman | 4.00 | $0 |
| W R MOORE | ||||||
| 2801 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | Vice President | 4.00 | $0 |
| H M WESTBROOK | ||||||
| 2901 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | Secretary | 4.00 | $0 |
| S R WESTBROOK | ||||||
| 2801 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | Trustee | 4.00 | $0 |
| T H SNYDER | ||||||
| 2801 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | Trustee | 4.00 | $0 |
| S D WESTBROOK | ||||||
| 2801 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | Treasurer | 4.00 | $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 | $14,398,373 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,846,605 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,244,978 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $19,244,978 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $288,675 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,956,303 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $947,815 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $947,815 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,111 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,111 | TotalTaxAmt |
| Distributable Before Adj | $944,704 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $944,704 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $944,704 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $946,896 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $946,896 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $944,704 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $19,802 | UndistributedIncomePYAmt |
| Qualifying Distributions | $946,896 | QualifyingDistributionsAmt |
| Applied To Year1 | $19,802 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $927,094 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $17,610 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIED MEDIA PROJECTS | |||||||
| 4126 3RD STREET | DETROIT | MI | 48201 | NONE | PC | DECOLONIZING WEALTH PROJECT | $25,000 |
| AK SMILEY LIBRARY | |||||||
| 125 W VINE STREET | REDLANDS | CA | 92373 | NONE | PC | 4TH GRADE TOURS | $2,000 |
| ALGALITA MARINE RESEARCH AND EDUCAT | |||||||
| 148 NORTH MARINA DRIVE | LONG BEACH | CA | 90803 | NONE | PC | MIPPR LAB RENT AND INSURANCE | $15,000 |
| ALGALITA MARINE RESEARCH AND EDUCAT | |||||||
| 148 NORTH MARINA DRIVE | LONG BEACH | CA | 90803 | NONE | PC | OPERATIONS | $10,000 |
| BERKELEY STUDENT COOPERATIVE | |||||||
| 2424 RIDGE ROAD | BERKELEY | CA | 94709 | NONE | PC | GENERAL OPERATIONS | $8,000 |
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | NONE | PC | SHOLARSHIPS AND PROGRAM SUPPORT | $5,000 |
| AUDOBON CANYON RANCH | |||||||
| PO BOX 5777 | STINSON BEACH | CA | 94970 | NONE | PC | FIRE FORWARD PROGRAM | $12,500 |
| CALIFORNIA FARMWORKER FOUNDATION | |||||||
| PO BOX 1330 | DELANO | CA | 93216 | NONE | PC | GENERAL OPERATIONS, INCLUDING HEALTH SCREENING & RESEARCH | $20,000 |
| CALIFORNIA FARMWORKER FOUNDATION | |||||||
| PO BOX 1330 | DELANO | CA | 93216 | NONE | PC | GENERAL OPERATIONS | $9,000 |
| CAMP FIRE ANGELES | |||||||
| 7070 EAST CARSON STREET | LONG BEACH | CA | 90808 | NONE | PC | YOUTH PROGRAMS | $50,000 |
| CAMP FIRE ANGELES | |||||||
| 7070 EAST CARSON STREET | LONG BEACH | CA | 90808 | NONE | PC | YOUTH PROGRAMS | $50,000 |
| CENTRO LEGAL DE LA RAZA | |||||||
| 3400 E 12TH STREET | OAKLAND | CA | 94601 | NONE | PC | GENERAL OPERATIONS | $10,500 |
| BLACK ACTION COLLECTIVE | |||||||
| 3274 N LEE AVE | FAYETTEVILLE | AR | 72703 | NONE | PC | GENERAL SUPPORT & BLACK HISTORY INITIATIVE | $8,000 |
| BLACK ACTION COLLECTIVE | |||||||
| 3274 N LEE AVE | FAYETTEVILLE | AR | 72703 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| CAL FIRE BENEVOLENT FOUNDATION | |||||||
| 1731 J STREET SUITE 100 | SACRAMENTO | CA | 95811 | NONE | PC | DIRECT ASSISTANCE TO FIREFIGHTERS AND THEIR FAMILIES | $10,000 |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 221 S FIGUEROA ST SUITE 400 | LOS ANGELES | CA | 90012 | NONE | PC | THE REID FUND #D904 | $12,000 |
| CALIFORNIA FIRE FOUNDATION | |||||||
| 1780 CREEKSIDE OAKS DRIVE | SACRAMENTO | CA | 95833 | NONE | PC | COMMUNITY EDUCATION AND SUPPORT | $10,000 |
| DANCEBARN COLLECTIVE | |||||||
| 23129 OAK LEAF LANE | BATTLE LAKE | MN | 56515 | NONE | PC | SCHOLARSHIP PROGRAM | $3,000 |
| FAMILY SERVICE ASSOCIATION OF REDLA | |||||||
| 612 LAWTON STREET | REDLANDS | CA | 92374 | NONE | PC | DINNER IN THE GROVE | $5,000 |
| ENCINITAS4EQUALITY | |||||||
| 1377 NORTH VULCAN AVE | ENCINITAS | CA | 92024 | NONE | PC | PROGRAMMING | $6,000 |
| FORESTRY AND FIRE RECRUITMENT PROGR | |||||||
| 110 W 6TH STREET 162 | AZUSA | CA | 91702 | NONE | PC | TRAIN AND SUPPORT WILDLAND WILDFIRE FIGHTERS | $10,000 |
| HAWAII PREPARATORY ACADEMY | |||||||
| 65-1692 KOHALA MOUNTAIN RD | KAMUELA | HI | 96743 | NONE | PC | PLAYGROUND EQUIPMENT FOR ELEMENTARY SCHOOL | $20,000 |
| INSTITUTE FOR THE STUDY OF HUMAN KN | |||||||
| 1702-L MERIDIAN AVE 266 | SAN JOSE | CA | 95125 | NONE | PC | GENERAL OPERATIONS | $50,000 |
| GENDER FREEDOM | |||||||
| 532 S 15TH STREET | FORT DODGE | IA | 50501 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| GRASSROOTS RECYCLING NETWORK | |||||||
| 672 ROBINSON ROAD | SEBASTAPOL | CA | 95472 | NONE | PC | SAVE THE ALBATROSS COALITION | $5,000 |
| INTERSECTION OF THE ARTS | |||||||
| 1446 MARKET STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | THE BEAT WITHIN | $3,000 |
| IOWA NATURAL HERITAGE FOUNDATION | |||||||
| 505 5TH AVE SUITE 444 | DES MOINES | IA | 50309 | NONE | PC | PROTECT AND RESORE IOWA'S LAND WATER & WILDLIFE | $5,000 |
| KAHILU THEATRE FOUNDATION | |||||||
| PO BOX 549 | KAMUELA | HI | 96743 | NONE | PC | MIKE LUCE ENDOWMENT FUND | $20,000 |
| KANU O KA 'AINA LEARNING OHANA | |||||||
| PO BOX 6511 | KAMUELA | HI | 96743 | NONE | PC | PRESCHOOL SCHOLARSHIP FOR NEEDY WORKING PARENTS | $20,000 |
| LAUBACH LITERACY COUNCIL OF SAN DIE | |||||||
| PO BOX 502733 | SAN DIEGO | CA | 92150 | NONE | PC | ESL CLASSES ONLINE & IN PERSON | $5,500 |
| LINCOLN MEMORIAL SHRINE | |||||||
| 125 W VINE STREET | REDLANDS | CA | 92373 | NONE | PC | ADVERTISING FOR 90TH ANNIVERSARY | $10,000 |
| LONG BEACH BLAST | |||||||
| 4201 LONG BEACH BLVD SUITE 201 | LONG BEACH | CA | 90807 | NONE | PC | WILL J. REID HS PROGRAM - BRIDGE TO SUCCESS | $50,000 |
| LONG BEACH ORGANIC INC | |||||||
| 148 N MARINA DRIVE | LONG BEACH | CA | 90803 | NONE | PC | GENERAL OPERATIONS | $30,000 |
| MOORE INSTITUTE FOR PPR | |||||||
| 160 N MARINA DR | LONG BEACH | CA | 90803 | NONE | PC | GENERAL OPERATIONS | $60,800 |
| MOORE INSTITUTE FOR PPR | |||||||
| 160 N MARINA DR | LONG BEACH | CA | 90803 | NONE | PC | GENERAL OPERATIONS | $60,000 |
| LINCOLN MEMORIAL SHRINE | |||||||
| 125 W VINE STREET | REDANDS | CA | 92373 | NONE | PC | PURCHASE OF SPECIAL ACQUISITION | $5,000 |
| MUSEUM OF REDLANDS | |||||||
| PO BOX 470 | REDLANDS | CA | 92373 | NONE | PC | CAPITAL CAMPAIGN FOR THE WILL J. REID LIBRARY AT THE MUSEUM | $30,000 |
| NEBRASKA URBAN INDIAN HEALTH COALIT | |||||||
| 2240 LANDON COURT | OMAHA | NE | 68102 | NONE | PC | CLINIC & COMMUNITY PROGRAMS | $4,500 |
| O-HIGHER ED | |||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | NONE | PC | MATH TUTORING PROGRAM | $10,000 |
| PUNAHOU SCHOOL | |||||||
| 1601 PUNAHOU STREET | HONOLULU | HI | 96822 | NONE | PC | JUDY SHEEHAN DAWSON FAMILY ENDOWMENT | $10,000 |
| REDLANDS FOUNDATION FOR COMMERCE AN | |||||||
| 47 N 1ST STREET | REDLANDS | CA | 92375 | NONE | PC | LEADERSHIP REDLANDS SUPPORT | $6,000 |
| PLANTING JUSTICE | |||||||
| 319 105TH AVE | OAKLAND | CA | 94601 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| REDLANDS BOWL PERFORMING ARTS | |||||||
| 168 S EUREKA ST | REDLANDS | CA | 92373 | NONE | PC | SUMMER SESSION | $5,000 |
| REDLANDS SYMPHONY ORCHESTRA | |||||||
| 112 E OLIVE AVE SUITE C | REDLANDS | CA | 92373 | NONE | PC | SYMPHONY SUPPORT | $5,000 |
| RIVERSIDE COUNTY FIREFIGHTERS BENEV | |||||||
| 1731 J STREET SUITE 100 | SACRAMENTO | CA | 95811 | NONE | PC | SUPPORT NEEDS OF LOCAL FIREFIGHTERS AND THEIR FAMILIES | $10,000 |
| SOCIAL GOOD FUND | |||||||
| 5627 TELEGRAPH AVE UNIT 404 | OAKLAND | CA | 94609 | NONE | PC | MASK OAKLAND | $2,000 |
| ROOT REBOUND | |||||||
| 610 HARRISON STREET SUITE E-EAST | OAKLAND | CA | 94612 | NONE | PC | REINTRODUCTION FROM PRISON PROGRAMS | $10,000 |
| THE OCEAN FOUNDATION | |||||||
| 1320 19TH ST NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | PC | PRO ESTEROS | $25,000 |
| THE THACHER SCHOOL | |||||||
| 5025 THATCHER ROAD | OJAI | CA | 93023 | NONE | PC | GALIA VICKERY DANCE STUDIO MATCHING GIFT | $25,000 |
| SHAWL-ANDERSON DANCE CENTER | |||||||
| 2704 ALCATRAZ AVE | BERKELEY | CA | 94705 | NONE | PC | QUEERING DANCE FESTIVAL | $5,000 |
| SOGOREA TE LAND TRUST | |||||||
| 2501 HARRISON STREET | OAKLAND | CA | 94612 | NONE | PC | GENERAL OPERATIONS | $15,000 |
| TANAGER PLACE | |||||||
| 2309 C STREET SW | CEDAR RAPIDS | IA | 52404 | NONE | PC | EMPOWERING FAMILIES IN NEED | $8,000 |
| THE CENTER OF WHOLEBEING | |||||||
| 2153 E ANAHEIM ST | LONG BEACH | CA | 90804 | NONE | PC | URBAN FARMING & IMMIGRANT ASSISTANCE | $10,000 |
| UNIVERSITY OF REDLANDS | |||||||
| PO BOX 3080 | REDLANDS | CA | 92373 | NONE | PC | REACH YOUTH GRANT | $17,800 |
| UNIVERSITY OF REDLANDS | |||||||
| PO BOX 3080 | REDLANDS | CA | 92373 | NONE | PC | COMMUNITY SERVICE, LEARNING GARDEN | $42,000 |
| THE FOOD BASKET | |||||||
| 40 HOLOMUA ROAD | HILO | HI | 96720 | NONE | PC | HAWAII ISLAND FOOD DISTRIBUTION | $20,000 |
| WM KECK OBSERVATORY | |||||||
| 65-1120 MAMAOLHA HWY | KAMUELA | HI | 96743 | NONE | PC | DIRECTORS FUND | $10,000 |
| WM KECK OBSERVATORY | |||||||
| 65-1120 MAMALOHA | KAMUELA | HI | 96743 | NONE | PC | DIRECTORS FUND | $10,000 |
| WESTERN ILLINOIS UNIVERSITY FOUNDAT | |||||||
| 1 UNIVERSITY CIRCLE | MACOMB | IL | 61455 | NONE | PC | DREAMER FUND | $5,000 |
| WOMEN SHELTER OF LONG BEACH | |||||||
| PO BOX 17098 | LONG BEACH | CA | 90807 | NONE | PC | OPERATIONS | $10,000 |
| YMCA OF THE EAST VALLEY | |||||||
| 500 E CITRUS AVENUE | REDLANDS | CA | 92373 | NONE | PC | SUPPORT FOR SAFETY AROUND WATER | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $945,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,408 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $222,028 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,570 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$20,643 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $204,223 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $204,223 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,950 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| UPHOLSTERY FOR CONFERENCE ROOM FURN | 2016-06-06 | $4,815 | $2,651 | SL | 10.0000 | $482 |
| MAC LAPTOP | 2019-06-13 | $2,421 | $1,210 | SL | 5.0000 | $484 |
| DELL LAPTOP AND DELL COMPUTER | 2020-03-29 | $4,533 | $1,360 | SL | 5.0000 | $907 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | EOYFMVEOYFMVAmt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $4,673 | |||
| Miscellaneous | $12,078 | $7,405 | $4,673 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| DUES AND SUBSCRIPTIONS | $1,099 | $1,099 |
| OFFICE SUPPLIES AND EXPENSES | $527 | |
| QUALIFYING DISTRIBUTIONS | $50,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$1,570 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$1,570 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD LIABILITY | Desc |
| BOY Book Value | -$16 | BOYBookValueAmt |
| EOY Book Value | $182 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAXES | $11,904 | |
| FOREIGN TAXES PAID | $1,079 | $1,079 |
| STATE FILING FEES | $241 |