WILL J REID FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WILL J REID FOUNDATION (EIN 95-6041915)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-06
- IRS object ID
- 202212499349100866
- Schema version
- 2021v4.0
- 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 | 2022-09-06T16:45:24-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-09-06 | 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 |
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 | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,704,124 | 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 | $5,570 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,570 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5,570 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $213,270 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $213,270 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $213,270 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,493,026 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,497,180 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,493,026 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $67 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $67 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,711,933 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,711,933 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $218,840 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,220 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $20,755 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $685 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,873 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $37,133 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,218 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,981 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $685 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,218 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $871,322 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $871,322 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $936,303 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $685 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $872,540 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $775,630 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,711,248 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $218,840 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,628,595 | CashBOYAmt |
| Cash EOY | $5,390,600 | CashEOYAmt |
| Cash EOYFMV | $5,390,600 | CashEOYFMVAmt |
| Corporate Stock BOY | $766,609 | CorporateStockBOYAmt |
| Corporate Stock EOY | $392,141 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,885,182 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $325,512 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $73,948 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $73,700 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,970,572 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,611,860 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,348,093 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,080 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,532 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,421 | LandBOYAmt |
| Land EOY | $6,548 | LandEOYAmt |
| Land EOYFMV | $6,549 | LandEOYFMVAmt |
| Total Assets BOY | $11,699,709 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,475,097 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,704,124 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $226 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | -$16 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $226 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | -$16 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,699,483 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,475,113 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,699,483 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,475,113 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,699,709 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,475,097 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,699,483 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $775,630 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,475,113 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,475,113 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| 164 ADVANSIX INC | P | 2016-10-03 | 2021-08-10 | $6,083 | $6,083 | $6,083 | |
| 1750 HELMERICH & PAYNE INC. | P | 2013-04-18 | 2021-10-05 | $53,515 | -$46,609 | -$46,609 | $100,124 |
| 500 SPDR DOW JONES INDS AVERAGE | P | 2007-10-22 | 2021-08-06 | $175,824 | $108,322 | $108,322 | $67,502 |
| 7732 TECH RESOURCES LIMITED | P | 2006-08-23 | 2021-09-02 | $185,875 | -$88,854 | -$88,854 | $274,729 |
| 1000 INVESCO QQQ TRUST UNIT SER 1 ETG | P | 2004-02-13 | 2021-08-04 | $367,098 | $330,246 | $330,246 | $36,852 |
| 1000 INVESCO QQQ TRUST UNIT SER 1 ETG | P | 2004-02-03 | 2021-08-05 | $369,688 | $332,835 | $332,835 | $36,853 |
| 500 SPDR S&P MIDCAP 400 ETF TR | P | 2004-02-04 | 2021-10-25 | $256,059 | $202,637 | $202,637 | $53,422 |
| 1500 SPDR S&P MIDCAP 400 ETF TR | P | 2004-02-04 | 2021-11-01 | $773,256 | $612,992 | $612,992 | $160,264 |
| 442 WELLTOWER INC. | P | 2011-08-10 | 2021-08-27 | $38,211 | $15,367 | $15,367 | $22,844 |
| 150 BIRKSHIRE HATHAWAY | P | 2017-12-20 | 2021-03-15 | $150,000 | -$1,564 | -$1,564 | $151,564 |
| 100 WELLS FARGO BANK NATIONAL ASSN | P | 2016-11-15 | 2021-11-30 | $100,000 | $100,000 | ||
| COMMON FUND CAPITAL PARTNERS | P | 2007-08-01 | 2021-12-31 | $21,178 | $21,178 | $21,178 | |
| TD AMERITRADE CAPITAL GAIN | P | 2020-01-01 | 2021-12-31 | $393 | $393 | $393 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,493,026 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,786 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $23,786 | SubtotalAmt |
| Tax Based On Investment Income | $23,786 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,273 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $36,273 | TotalPaymentsAndCreditsAmt |
| Overpayment | $12,487 | OverpaymentAmt |
| Applied To ES Tax | $12,487 | 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 | 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 | $16,695,430 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,890,392 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,585,822 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $20,585,822 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $308,787 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,277,035 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,013,852 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,013,852 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,786 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,786 | TotalTaxAmt |
| Distributable Before Adj | $990,066 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $990,066 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $990,066 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $872,540 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $872,540 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $990,066 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $97,724 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $97,724 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $872,540 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $872,540 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $97,724 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $97,724 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $19,802 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 100 BLACK MEN OF OMAHA INC | |||||||
| 2221 N 24TH STREET | OMAHA | NE | 68110 | NONE | PC | YOUTH MENTORING | $4,000 |
| AK SMILEY LIBRARY | |||||||
| 125 W VINE STREET | REDLANDS | CA | 92373 | NONE | PC | 4TH GRADE TOURS, HERITAGE ROOM | $10,000 |
| ALGALITA MARINE RESEARCH AND EDUCAT | |||||||
| 148 NORTH MARINA DRIVE | LONG BEACH | CA | 90803 | NONE | PC | MICROPLASTIC RESEARCH & OPERATIONS | $35,000 |
| ASSISTANCE LEAGUE OF OMAHA NEB INC | |||||||
| 1569 LEAVENWORTH STREET | OMAHA | NE | 68105 | NONE | PC | SUPPORT COMMUNITY PROGRAMS | $10,000 |
| BERKELEY STUDENT COOPERATIVE | |||||||
| 2424 RIDGE ROAD | BERKELEY | CA | 94709 | NONE | PC | GENERAL OPERATIONS | $13,500 |
| BLACK MEN UNITED | |||||||
| PO BOX 6627 | OMAHA | NE | 68106 | NONE | PC | GENERAL OPERATIONS | $4,000 |
| BLACK ORGANIZING PROJECT | |||||||
| 1035 W GRANT AVENUE | OAKLAND | CA | 94607 | NONE | PC | GRASSROOTS COMMUNITY ORGANIZING | $3,000 |
| CALIFORNIA FARMWORKER FOUNDATION | |||||||
| PO BOX 1330 | DELANO | CA | 93216 | NONE | PC | GENERAL OPERATIONS | $28,500 |
| CALIFORNIA FARMWORKER FOUNDATION | |||||||
| PO BOX 1330 | DELANO | CA | 93216 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| CAMP FIRE ANGELES | |||||||
| 7070 EAST CARSON STREET | LONG BEACH | CA | 90808 | NONE | PC | YOUTH PROGRAMS | $45,000 |
| CAMP FIRE ANGELES | |||||||
| 7070 EAST CARSON STREET | LONG BEACH | CA | 90808 | NONE | PC | YOUTH PROGRAMS | $45,000 |
| CENTRO LEGAL DE LA RAZA | |||||||
| 3400 E 12TH STREET | OAKLAND | CA | 94601 | NONE | PC | GENERAL OPERATIONS | $7,000 |
| CHARITY NAVIGATOR | |||||||
| PO BOX 6002 | BELLMAWR | NJ | 08099 | NONE | PC | SUPPORT REVIEW OF SMALLER CHARITIES | $1,000 |
| CHICAGO LIBRARY FOUNDATION | |||||||
| 200 W MADISON ST THIRD FLOOR | CHICAGO | IL | 60606 | NONE | PC | OUTREACH | $5,000 |
| COALITION TO ABOLISH SLAVERY TRAFFI | |||||||
| 3580 WILSHIRE BLVD 900-37 | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| COALITION TO ABOLISH SLAVERY TRAFFI | |||||||
| 3580 WILSHIRE BLVD 900-37 | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| COOL EFFECT INC | |||||||
| 100 DRAKES LANDING ROAD SUITE 260 | GREENBRAE | CA | 94904 | NONE | PC | GENERAL OPERATIONS | $1,522 |
| 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 | GENERAL OPERATIONS AND DINNER IN THE GROVE | $17,000 |
| FIRST NATIONS DEVELOPMENT INSTITUTE | |||||||
| 2432 MAIN STREET SECOND FLOOR | LONGMONT | CO | 80501 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| GOOD FOOD COLLABORATIVE | |||||||
| 400 EAST CARROLL ST | MACOMB | IL | 61455 | NONE | PC | GENERAL OPERATIONS | $2,500 |
| HAWAII PREPARATORY ACADEMY | |||||||
| 65-1692 KOHALA MOUNTAIN RD | KAMUELA | HI | 96743 | NONE | PC | RESTORATION CHALLENGE GRANT | $25,000 |
| INSTITUTE FOR THE STUDY OF HUMAN KN | |||||||
| 1702-L MERIDIAN AVE 266 | SAN JOSE | CA | 95125 | NONE | PC | GENERAL OPERATIONS, NEW SHAH TITLES, DC TEACHER TRAINING | $55,000 |
| INSTITUTE FOR THE STUDY OF HUMAN KN | |||||||
| 1702-L MERIDIAN AVE 266 | SAN JOSE | CA | 95125 | NONE | PC | AFGHAN REFUGEE BOOK DISTRIBUTION | $11,000 |
| INTERNATIONAL INSTITUTE OF LOS ANGE | |||||||
| 3845 SELIG PLACE | LOS ANGELES | CA | 90031 | NONE | PC | ASSISTANCE TO AFGHAN REFUGEES | $22,000 |
| INTERSECTION OF THE ARTS | |||||||
| 901 MISSION STREET SUITE 306 | SAN FRANCISCO | CA | 94103 | NONE | PC | THE BEAT WITHIN | $3,000 |
| JEWISH FAMILY COMMUNITY SERVICES EB | |||||||
| 2484 SHATTUCK AVE SUITE 210 | BERKELEY | CA | 90031 | NONE | PC | OUTREACH FOR AFGHAN REFUGEES | $8,500 |
| KAHILU THEATRE FOUNDATION | |||||||
| PO BOX 549 | KAMUELA | HI | 96743 | NONE | PC | MIKE LUCE ENDOWMENT FUND | $25,000 |
| KANU O KA 'AINA LEARNING OHANA | |||||||
| PO BOX 6511 | KAMUELA | HI | 96743 | NONE | PC | PRESCHOOL SCHOLARSHIP FOR NEEDY WORKING PARENTS | $20,000 |
| KEEP OMAHA BEAUTIFUL | |||||||
| 1819 FARNAM STREET SUITE 306 | OMAHA | NE | 68183 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| LINCOLN MEMORIAL SHRINE | |||||||
| 125 W VINE STREET | REDLANDS | CA | 92373 | NONE | PC | AQUISITIONS FUND | $5,000 |
| 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 | |||||||
| 5115 MARINA PACIFIC DRIVE NORTH | LONG BEACH | CA | 90803 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| MOORE INSTITUTE FOR PPR | |||||||
| 160 N MARINA DR | LONG BEACH | CA | 90803 | NONE | PC | GENERAL OPERATIONS | $35,000 |
| MOORE INSTITUTE FOR PPR | |||||||
| 160 N MARINA DR | LONG BEACH | CA | 90803 | NONE | PC | GENERAL OPERATIONS | $16,000 |
| MOORE INSTITUTE FOR PPR | |||||||
| 160 N MARINA DR | LONG BEACH | CA | 90803 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| MUSEUM OF REDLANDS | |||||||
| PO BOX 470 | REDLANDS | CA | 92373 | NONE | PC | CAPITAL CAMPAIGN | $40,000 |
| NEBRASKA URBAN INDIAN HEALTH COALIT | |||||||
| 2240 LANDON COURT | OMAHA | NE | 68102 | NONE | PC | GENERAL OPERATIONS | $4,000 |
| NEBRASKA URBAN INDIAN HEALTH COALIT | |||||||
| 2240 LANDON COURT | OMAHA | NE | 68102 | NONE | PC | GENERAL OPERATIONS | $4,000 |
| NEW ENGLAND FORESTRY FOUNDATION | |||||||
| PO BOX 1346 | LITTLETON | MA | 01460 | NONE | PC | EXEMPLARY FORESTRY CENTER FUND IN MEMORY OF BOB BOND | $10,000 |
| NORTH HAWAII HERITAGE FOUNDATION | |||||||
| 45-3490 MANANE STREET | HONOKAA | HI | 96727 | NONE | PC | ADA WHEELCHAIR RAMP | $8,000 |
| OCCIDENTAL COLLEGE | |||||||
| 1600 CAMPUS ROAD | LOS ANGELES | CA | 90041 | NONE | PC | VIRGINIA REID MOORE SUMMER SCHOLARSHIP | $7,500 |
| OMAHA PERMACULTURE | |||||||
| 4871 NW RADIAL HWY | OMAHA | NE | 68104 | NONE | PC | GENERAL OPERATIONS | $3,000 |
| ONE WORLD COMMUNITY HEALTH CENTERS | |||||||
| 4920 S 30TH STREET | OMAHA | NE | 68107 | NONE | PC | HEATLH CARE SERVICES | $5,000 |
| 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 COMMUNITY FOUNDATION | |||||||
| PO BOX 8908 | REDLANDS | CA | 92375 | NONE | PC | ADMINSTRATIVE INITIATIVE | $10,000 |
| REDLANDS SYMPHONY ORCHESTRA | |||||||
| 112 E OLIVE AVE SUITE C | REDLANDS | CA | 92373 | NONE | PC | SYMPHONY SUPPORT | $5,000 |
| SAN BERNARDINO COUNTY SUP OF SCHOOL | |||||||
| 760 EAST BRIER DRIVE | SAN BERNARDINO | CA | 92408 | NONE | PC | REACH LIASON | $6,000 |
| SILENT SPRING INSTITUTE INC | |||||||
| 320 NEVADA STREET | NEWTON | MA | 02460 | NONE | PC | GENERAL OPERATIONS | $20,000 |
| SOCIAL GOOD FUND | |||||||
| 5627 TELEGRAPH AVE UNIT 404 | OAKLAND | CA | 94609 | NONE | PC | MASK OAKLAND | $2,000 |
| TEADA PRODUCTIONS | |||||||
| 3415 S SEPULVEDA BLVD SUITE 1100 | LOS ANGELES | CA | 90034 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| THE OCEAN FOUNDATION | |||||||
| 1990 M STREET NW SUITE 250 | WASHINGTON | DC | 20038 | NONE | PC | PRO ESTEROS | $30,000 |
| THE THACHER SCHOOL | |||||||
| 5025 THATCHER ROAD | OJAI | CA | 93023 | NONE | PC | DIVERSITY SCHOLARSHIP PROPOSAL | $20,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | NONE | PC | MCDONALD/HETDEX | $10,000 |
| TIM RUBEL HUMAN SHAKES | |||||||
| PO BOX 14138 | SAN FRANCISCO | CA | 94114 | NONE | PC | NON-PERSONNEL EXPENSES | $2,500 |
| TIME FOR CHANGE | |||||||
| 2164 N MOUNTAIN VIEW AVE | SAN BERNARDINO | CA | 92405 | NONE | PC | TRANSITIONAL HOUSING | $5,000 |
| TODEC LEGAL CENTER PERRIS | |||||||
| PO BOX 1733 | PERRIS | CA | 92570 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| UNIVERSITY OF REDLANDS | |||||||
| PO BOX 3080 | REDLANDS | CA | 92373 | NONE | PC | REACH YOUTH GRANT | $18,800 |
| UNIVERSITY OF REDLANDS | |||||||
| PO BOX 3080 | REDLANDS | CA | 92373 | NONE | PC | CHILDREN'S LITERATURE FESTIVAL | $5,000 |
| UNIVERSITY OF REDLANDS | |||||||
| PO BOX 3080 | REDLANDS | CA | 92373 | NONE | PC | SUPPORT FOR CSL INITIATIVES INCLUDING GARDEN TEACHER | $30,000 |
| VISITING NURSES ASSOCIATION | |||||||
| 12565 WEST CENTER ROAD SUITE 100 | OMAHA | NE | 68144 | NONE | PC | COMMUNITY CARE | $2,000 |
| WM KECK OBSERVATORY | |||||||
| 65-1120 MAMALOHA | KAMUELA | HI | 96743 | NONE | PC | LASER FREQUENCY COMB | $15,000 |
| WESTERN ILLINOIS UNIVERSITY FOUNDAT | |||||||
| 303 SHERMAN HALL 1 UNIVERSITY CIRCL | MACOMB | IL | 61455 | NONE | PC | DREAMER FUND | $5,000 |
| WOMEN'S CENTER FOR ADVANCEMENT | |||||||
| 3801 HARNEY STREET | OMAHA | NE | 68131 | NONE | PC | ASSIST AND EMPOWER VICTIMS AND THEIR CHILDREN | $2,000 |
| YMCA OF THE EAST VALLEY | |||||||
| 500 E CITRUS AVENUE | REDLANDS | CA | 92373 | NONE | PC | ANNUAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $871,322 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,570 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $213,270 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,493,026 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,711,933 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,711,933 | 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 | $5,220 | 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 | $2,169 | SL | 10.0000 | $482 |
| MAC LAPTOP | 2019-06-13 | $2,421 | $726 | SL | 5.0000 | $484 |
| DELL LAPTOP AND DELL COMPUTER | 2020-03-29 | $4,533 | $453 | 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 | $6,549 | |||
| Miscellaneous | $12,080 | $5,532 | $6,548 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| DUES AND SUBSCRIPTIONS | $1,189 | $1,189 |
| EDUCATION OF TRUSTEEES | $29 | $29 |
| OFFICE SUPPLIES AND EXPENSES | $915 | |
| QUALIFYING DISTRIBUTIONS | $35,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $67 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $67 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD LIABILITY | Desc |
| BOY Book Value | $226 | BOYBookValueAmt |
| EOY Book Value | -$16 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAXES | $20,000 | |
| FOREIGN TAXES PAID | $685 | $685 |
| STATE FILING FEES | $70 |