RIVERSIDE MEDICAL CLINIC FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RIVERSIDE MEDICAL CLINIC FOUNDATION (EIN 33-0099694)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202313189349104051
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T13:52:21-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273401331 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALICIA OREJEL CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1175 IDAHO STREET SUITE 203 | AddressLine1Txt |
| City | REDLANDS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92374 | 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 | 330099694 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIVERSIDE MEDICAL CLINIC FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RIVE | BusinessNameControlTxt |
| Phone | 9513216510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2605 | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92516 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUE KINSINGER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9513216510 | PhoneNum |
| Signature | 2023-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUE | PersonFirstNm |
| Person Last | KINSINGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALICIA OREJEL | PreparerPersonNm |
| PTIN | P00847432 | PTIN |
| Phone | 9092560975 | PhoneNum |
| Preparation | 2023-11-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| 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 | $2,671,968 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $59,186 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,186 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$90,738 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,478,388 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$31,551 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,187 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $638 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $115 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $58 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $57 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,425 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,304 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $121 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,078 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,262 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $178 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $251,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $251,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $265,578 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,262 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $251,678 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$297,129 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45,925 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,591 | CashBOYAmt |
| Cash EOY | $25,236 | CashEOYAmt |
| Cash EOYFMV | $25,236 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $1,912 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,912 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $3,481,242 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,644,820 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,644,820 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,507,833 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,671,968 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,671,968 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,388 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $3,388 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,504,445 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,671,968 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,504,445 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,671,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,507,833 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,671,968 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,504,445 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$297,129 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,207,316 | SubtotalAmt |
| Other Decreases | $535,348 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,671,968 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (63 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET ETF | 2021-03-09 | 2022-01-24 | $18,580 | $18,959 | -$379 | -$379 | |
| WISDOMTREE YIELD ENHNC US AGGRE ETF | 2021-09-02 | 2022-01-24 | $13,151 | $13,696 | -$545 | -$545 | |
| COHEN & STEER LOW DURATION PREF & INC | 2022-01-01 | 2022-03-10 | $58,506 | $62,213 | -$3,707 | -$3,707 | |
| VANGUARD SHORT TERM COR BD ETF IV | 2021-09-02 | 2022-05-11 | $13,615 | $14,623 | -$1,008 | -$1,008 | |
| VANGUARD SHORT TERM COR BD ETF IV | 2021-03-09 | 2022-05-11 | $78,461 | $83,923 | -$5,462 | -$5,462 | |
| ENERGY SELECT SECTOR SPDR | 2021-12-08 | 2022-06-28 | $34,045 | $25,813 | $8,232 | $8,232 | |
| ISHARES S&P 500 GROWTH ETF | 2021-10-01 | 2022-06-28 | $640 | $771 | -$131 | -$131 | |
| ISHARES S&P 500 GROWTH ETF | 2021-12-20 | 2022-06-28 | $427 | $560 | -$133 | -$133 | |
| ISHARES S&P 500 GROWTH ETF | 2022-01-12 | 2022-06-28 | $7,322 | $9,737 | -$2,415 | -$2,415 | |
| ISHARES S&P 500 GROWTH ETF | 2022-01-24 | 2022-06-28 | $17,085 | $20,389 | -$3,304 | -$3,304 | |
| ISHARES S&P 500 GROWTH ETF | 2022-03-31 | 2022-06-28 | $645 | $817 | -$172 | -$172 | |
| SELECT SECTOR INDUSTRIAL SPDR ETF | 2021-09-02 | 2022-06-28 | $176 | $210 | -$34 | -$34 | |
| SELECT SECTOR INDUSTRIAL SPDR ETF | 2021-12-08 | 2022-06-28 | $4,827 | $5,785 | -$958 | -$958 | |
| SELECT STR FINANCIAL SELECT SPDR ETF | 2021-12-08 | 2022-06-28 | $19,681 | $24,141 | -$4,460 | -$4,460 | |
| US GLOBAL JETS ETF | 2021-09-02 | 2022-06-28 | $13,295 | $18,074 | -$4,779 | -$4,779 | |
| US GLOBAL JETS ETF | 2021-12-08 | 2022-06-28 | $5,695 | $7,252 | -$1,557 | -$1,557 | |
| VANGUARD GLBAL EX US REAL ESTATE ETF | 2021-09-02 | 2022-06-28 | $448 | $599 | -$151 | -$151 | |
| VANGUARD GLBAL EX US REAL ESTATE ETF | 2021-12-08 | 2022-06-28 | $13,336 | $16,891 | -$3,555 | -$3,555 | |
| ISHARES S&P 500 GROWTH ETF | 2020-04-02 | 2022-06-28 | $34,499 | $22,509 | $11,990 | $11,990 | |
| ISHARES S&P 500 GROWTH ETF | 2020-07-10 | 2022-06-28 | $12,936 | $11,484 | $1,452 | $1,452 | |
| ISHARES S&P 500 GROWTH ETF | 2020-12-21 | 2022-06-28 | $1,161 | $1,178 | -$17 | -$17 | |
| ISHARES S&P 500 GROWTH ETF | 2021-04-01 | 2022-06-28 | $747 | $806 | -$59 | -$59 | |
| ISHARES S&P 500 GROWTH ETF | 2021-06-17 | 2022-06-28 | $567 | $652 | -$85 | -$85 | |
| SELECT SECTOR INDUSTRIAL SPDR ETF | 2021-03-09 | 2022-06-28 | $31,594 | $34,090 | -$2,496 | -$2,496 | |
| SELECT STR FINANCIAL SELECT SPDR ETF | 2021-03-09 | 2022-06-28 | $32,173 | $34,352 | -$2,179 | -$2,179 | |
| US GLOBAL JETS ETF | 2021-03-26 | 2022-06-28 | $47,994 | $74,326 | -$26,332 | -$26,332 | |
| VANGUARD DIVIDENDS APPRECIATION ETF | 2021-03-09 | 2022-06-28 | $170,962 | $169,926 | $1,036 | $1,036 | |
| VANGUARD GLBL EX US | 2021-03-09 | 2022-06-28 | $4,475 | $5,495 | -$1,020 | -$1,020 | |
| VANGUARD GLBAL EX US REAL ESTATE ETF | 2021-03-09 | 2022-06-28 | $46,005 | $56,503 | -$10,498 | -$10,498 | |
| VANGUARD S&P 500 ETF | 2021-03-09 | 2022-06-28 | $79,187 | $80,524 | -$1,337 | -$1,337 | |
| INVESCO SENIOR LOAN ETF | 2021-09-02 | 2022-07-07 | $13,485 | $14,645 | -$1,160 | -$1,160 | |
| INVSC QQQ TRUST SRS 1 ETF | 2022-01-24 | 2022-07-07 | $10,330 | $12,157 | -$1,827 | -$1,827 | |
| ISHARES BIOTECHNOLOGY ETF | 2022-06-28 | 2022-07-07 | $6,033 | $5,654 | $379 | $379 | |
| ISHARES CORE 1-5 YEAR US BOND ETF | 2021-09-02 | 2022-07-07 | $8,999 | $9,736 | -$737 | -$737 | |
| ISHARES MBS ETF | 2021-09-02 | 2022-07-07 | $7,501 | $8,357 | -$856 | -$856 | |
| ISHARES PREFERRED INCOMESEC ETF | 2021-09-02 | 2022-07-07 | $1,657 | $1,974 | -$317 | -$317 | |
| ISHARES S&P 500 GROWTH ETF | 2022-06-28 | 2022-07-07 | $3,627 | $3,611 | $16 | $16 | |
| ISHRS 10 YR INVEST GRADEBOND ETF | 2022-05-11 | 2022-07-07 | $3,690 | $3,786 | -$96 | -$96 | |
| SPDR BLMRG SHR TR HG YLDBD ETF | 2021-12-09 | 2022-07-07 | $3,697 | $4,122 | -$425 | -$425 | |
| VANGUARD HIGH DIVIDEND YIELD ETF | 2022-06-28 | 2022-07-07 | $3,597 | $3,595 | $2 | $2 | |
| SPDR BLMRG SHR TR HG YLDBD ETF | 2021-12-09 | 2022-07-27 | $39,299 | $42,958 | -$3,659 | -$3,659 | |
| INVSC QQQ TRUST SRS 1 ETF | 2021-03-09 | 2022-07-07 | $7,674 | $8,149 | -$475 | -$475 | |
| ISHARES S&P 500 GROWTH ETF | 2020-04-20 | 2022-07-07 | $10,453 | $6,569 | $3,884 | $3,884 | |
| ISHARES 7-10 YEAR TRSURYBOND ETF | 2021-03-09 | 2022-07-07 | $7,353 | $8,243 | -$890 | -$890 | |
| SELECT SECTOR INDUSTRIAL SPDR ETF | 2021-03-09 | 2022-07-07 | $1,680 | $1,799 | -$119 | -$119 | |
| SELECT STR FINANCIAL SELECT SPDR ETF | 2021-03-09 | 2022-07-07 | $3,472 | $3,684 | -$212 | -$212 | |
| VANGUARD S&P 500 ETF | 2021-03-09 | 2022-07-07 | $6,796 | $6,800 | -$4 | -$4 | |
| SELECT STR FINANCIAL SELECT SPDR ETF | 2021-03-09 | 2022-08-25 | $161,838 | $159,888 | $1,950 | $1,950 | |
| ISHARES MSCI CHINA ETF | 2022-06-28 | 2022-09-23 | $35,587 | $45,784 | -$10,197 | -$10,197 | |
| ENERGY SELECT SECTOR SPDR | 2021-12-08 | 2022-12-02 | $19,311 | $12,248 | $7,063 | $7,063 | |
| ISHARES BIOTECHNOLOGY ETF | 2022-06-28 | 2022-12-02 | $9,674 | $8,245 | $1,429 | $1,429 | |
| ISHARES S&P 500 GROWTH ETF | 2022-06-28 | 2022-12-02 | $23,627 | $21,668 | $1,959 | $1,959 | |
| VANGUARD HIGH DIVIDEND YIELD ETF | 2022-06-28 | 2022-12-02 | $25,949 | $23,628 | $2,321 | $2,321 | |
| WISDOMTREE YIELD ENHNC US AGGRE ETF | 2022-06-28 | 2022-12-16 | $8,764 | $8,850 | -$86 | -$86 | |
| FIRST TR NASDAQ TECH DIVIDX ETF | 2022-03-10 | 2022-12-28 | $47,986 | $57,635 | -$9,649 | -$9,649 | |
| FIRST TR NASDAQ TECH DIVIDX ETF | 2022-06-28 | 2022-12-28 | $49,255 | $53,312 | -$4,057 | -$4,057 | |
| INVSC QQQ TRUST SRS 1 ETF | 2021-03-09 | 2022-12-02 | $2,921 | $3,134 | -$213 | -$213 | |
| ISHARES S&P 500 GROWTH ETF | 2020-04-02 | 2022-12-02 | $9,488 | $5,972 | $3,516 | $3,516 | |
| SELECT SECTOR INDUSTRIAL SPDR ETF | 2021-03-09 | 2022-12-02 | $10,232 | $9,470 | $762 | $762 | |
| VANGUARD S&P 500 ETF | 2021-03-09 | 2022-12-02 | $24,651 | $23,620 | $1,031 | $1,031 | |
| WISDOMTREE YIELD ENHNC US AGGRE ETF | 2021-09-03 | 2022-12-16 | $141,754 | $166,792 | -$25,038 | -$25,038 | |
| WISDOMTREE YIELD ENHNC US AGGRE ETF | 2021-09-02 | 2022-12-16 | $5,609 | $6,743 | -$1,134 | -$1,134 | |
| CAPITAL GAINS DIVIDENDS | $164 | $164 | $164 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$90,738 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $638 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $638 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $638 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,550 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,550 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,912 | OverpaymentAmt |
| Applied To ES Tax | $1,912 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9513216510 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2605 | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL J MARLATT | ||||||||
| 7177 BROCKTON AVE SUITE 105 | RIVERSIDE | CA | 92506 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUE KINSINGER | ||||||||
| 7177 BROCKTON AVE SUITE 105 | RIVERSIDE | CA | 92506 | TREASURER | 1.00 | $0 | $0 | $0 |
| DEBRA A CHURCH | ||||||||
| 7177 BROCKTON AVE SUITE 105 | RIVERSIDE | CA | 92506 | SECRETARY | 1.00 | $0 | $0 | $0 |
| RUTHAN SMITH | ||||||||
| 7177 BROCKTON AVE SUITE 105 | RIVERSIDE | CA | 92506 | MEMBER | 1.00 | $0 | $0 | $0 |
| CRAIG MARSHALL | ||||||||
| 7177 BROCKTON AVE SUITE 105 | RIVERSIDE | CA | 92506 | MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,014,651 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,316 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,043,967 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,043,967 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,660 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,998,307 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $149,915 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $149,915 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $638 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $638 | TotalTaxAmt |
| Distributable Before Adj | $149,277 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $149,277 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $149,277 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $251,678 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $251,678 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $149,277 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $68,310 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $82,816 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $84,402 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $235,528 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $251,678 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $149,277 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $102,401 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $337,929 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $68,310 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $269,619 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $82,816 | ExcessFromYear4Amt |
| Excess From Year3 | $84,402 | ExcessFromYear3Amt |
| Excess From Current Year | $102,401 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| RIVERSIDE MEDICAL CLINIC CHARITABLE FOUNDATION | ||||||
| 7177 BROCKTON AVENUE SUITE 105 | RIVERSIDE | CA | 92506 | PUBLIC CHARITY | TO SUPPORT THE CHARITIABLE FOUNDATION'S PROGRAMS INCLUDING ANTI-BULLYING, SCHOLARSHIPS, AND SUPPORT GROUPS FOR CHRONIC DISEASES AND OTHER CONDITIONS. ALSO FOR GENERAL SUPPORT OF THE ORGANIZATION. | $250,000 |
| UNIVERSITY HEIGHTS MIDDLE SCHOOL | ||||||
| 1155 MASSACHUSETTS AVE | RIVERSIDE | CA | 92507 | SCHOOL | EDUCATION | $500 |
| PATRICIA BEATTY ELEMENTARY SCHOOL | ||||||
| 4261 LATHAM ST | RIVERSIDE | CA | 92501 | SCHOOL | EDUCATION | $500 |
| JACKSON ELEMENTARY SCHOOL | ||||||
| 4585 JACKSON ST | RIVERSIDE | CA | 92503 | SCHOOL | EDUCATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $251,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,186 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$90,738 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$31,551 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$31,551 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,900 | Amt |
| Net Investment Income | $1,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STOCK ETF'S | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,644,820 | BookValueAmt |
| EOYFMV | $2,644,820 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $535,348 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK AND INVESTMENT FEES | $11,304 | $11,304 | $0 |
| LICENSE AND PERMITS | $121 | $0 | $121 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $638 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |