WILL J REID FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WILL J REID FOUNDATION (EIN 95-6041915)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-01-10
- IRS object ID
- 202230109349100768
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-10T16:13:31-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 & LANDRY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8847 | AddressLine1Txt |
| City | REDLANDS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92375 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 908032521 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH WESTBROOK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5622439017 | PhoneNum |
| Signature | 2021-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | 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 |
| Preparation | 2022-01-10 | PreparationDt |
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 | 2020 | 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 | $19,496,530 | 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 | $12,243 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,243 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $205,582 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $205,582 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$48,364 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $179,463 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $183 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $183 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $169,644 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $218,008 | 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 | $4,806 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $21,987 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,688 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,451 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,549 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,549 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,736 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,736 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,529 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,688 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,285 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,080,301 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,080,301 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,113,830 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,688 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,083,586 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$944,186 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $216,320 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,373,475 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,628,595 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,628,595 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $102,271 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $766,228 | CorporateStockBOYAmt |
| Corporate Stock EOY | $766,609 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,746,128 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $357,613 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $325,512 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $327,410 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,040,231 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,970,572 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,785,976 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,081 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,659 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,339 | LandBOYAmt |
| Land EOY | $8,422 | LandEOYAmt |
| Land EOYFMV | $8,421 | LandEOYFMVAmt |
| Total Assets BOY | $12,645,157 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,699,710 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,496,530 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,487 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $226 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,487 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $226 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,643,670 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,699,484 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,643,670 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,699,484 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,645,157 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,699,710 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,643,670 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$944,186 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,699,484 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,699,484 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| COMMON FUND CAPITAL PARTNERS | P | 2007-08-01 | 2020-12-31 | $13,060 | $13,060 | $13,060 | |
| GENERAL ELECTRIC CAP CORP INTERNOTES | P | 2016-11-15 | 2020-12-31 | $30,000 | -$2,101 | -$2,101 | $32,101 |
| ANNALY CAPITAL MANAGEMENT INC PFD STOCK SERIES C | P | 2012-12-21 | 2020-12-31 | $12,500 | $90 | $90 | $12,410 |
| ANNALY CAPITAL MANAGEMENT INC PFD STOCK SERIES C | P | 2013-06-12 | 2020-12-31 | $12,500 | $265 | $265 | $12,235 |
| UNITED STATES TREASURY NOTES 2.375% | P | 2017-12-20 | 2020-12-31 | $100,000 | -$2,271 | -$2,271 | $102,271 |
| FREIGHTCAR AMERICA INC. | P | 2016-05-13 | 2020-12-31 | $10,449 | -$58,361 | -$58,361 | $68,810 |
| TD AMERITRADE CAPITAL GAINS | P | 2020-01-01 | 2020-12-31 | $954 | $954 | $954 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$48,364 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,007 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,007 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,007 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,280 | 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 | $19,280 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,273 | OverpaymentAmt |
| Applied To ES Tax | $16,273 | 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 | Yes (1) | 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 |
| Individual With Books | ELIZABETH MOORE WESTBROOK | IndividualWithBooksNm |
| Phone | 5622439017 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40425 PAGEANT PLACE | AddressLine1Txt |
| City | HEMET | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 925448117 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| E M WESTBROOK | ||||||||
| 2801 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | PRESIDENT/TRUSTEE | 20.00 | $0 | $0 | $0 |
| C J MOORE | ||||||||
| 2801 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | VICE-PRESIDENT/TRUSTEE | 4.00 | $0 | $0 | $0 |
| C G BURGESS | ||||||||
| 2801 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | VICE-PRESIDENT/TRUSTEE | 4.00 | $0 | $0 | $0 |
| W J HANCOCK | ||||||||
| 2801 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | CHAIRMAN OF THE BOARD/TRUS | 4.00 | $0 | $0 | $0 |
| W R MOORE | ||||||||
| 2801 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | VICE-PRESIDENT/TRUSTEE | 4.00 | $0 | $0 | $0 |
| H M WESTBROOK | ||||||||
| 2801 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | SECRETARY/TRUSTEE | 6.00 | $0 | $0 | $0 |
| S R WESTBROOK | ||||||||
| 2801 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| T H SNYDER | ||||||||
| 2801 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| S D WESTBROOK | ||||||||
| 2801 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | TREASURER | 6.00 | $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 | $13,429,234 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,913,477 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,342,711 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,342,711 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $260,141 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,082,570 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $854,129 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $854,129 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,007 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,007 | TotalTaxAmt |
| Distributable Before Adj | $851,122 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $851,122 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $851,122 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,083,586 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,083,586 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,083,586 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $851,122 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $134,740 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,083,586 | QualifyingDistributionsAmt |
| Applied To Year1 | $134,740 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $851,122 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $97,724 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $97,724 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $97,724 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $97,724 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (121 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AK SMILEY PUBLIC LIBRARY | |||||||
| 125 W VINE STREET | REDLANDS | CA | 92373 | NONE | PUBLIC CHARITIES | COVID RELIEF & 4TH GRADE TOURS | $52,000 |
| ALGALITA MARINE RESEARCH AND EDUCATION | |||||||
| 148 MARINA DRIVE | LONG BEACH | CA | 90803 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $40,000 |
| ALGALITA MARINE RESEARCH AND EDUCATION | |||||||
| 148 MARINA DRIVE | LONG BEACH | CA | 90803 | NONE | PUBLIC CHARITIES | MICRO PLASTIC RESEARCH | $20,000 |
| ALGALITA MARINE RESEARCH AND EDUCATION | |||||||
| 148 MARINA DRIVE | LONG BEACH | CA | 90803 | NONE | PUBLIC CHARITIES | ONLINE EDUCATION DURING COVID | $10,000 |
| ART THEATRE OF LONG BEACH | |||||||
| 2025 E 4TH STREET | LONG BEACH | CA | 90814 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $1,000 |
| CAMP FIRE USA LONG BEACH COUNCIL | |||||||
| 7070 E CARSON STREET | LONG BEACH | CA | 90808 | NONE | PUBLIC CHARITIES | YOUTH PROGRAMS | $35,000 |
| CAMP FIRE ANGELES | |||||||
| 7070 E CARSON STREET | LONG BEACH | CA | 90808 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $45,000 |
| CAMP FIRE ANGELES | |||||||
| 7070 E CARSON STREET | LONG BEACH | CA | 90808 | NONE | PUBLIC CHARITIES | YOUTH PROGRAMS | $20,000 |
| 5 GYRES INSTITUTE | |||||||
| 5792 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | NONE | PUBLIC CHARITIES | LEAP LAB | $10,000 |
| FAMILY SERVICE ASSOCIATION REDLANDS | |||||||
| 612 LAWTON STREET | REDLANDS | CA | 92374 | NONE | PUBLIC CHARITIES | COVID 19 FUNDING | $25,000 |
| AUDOBON CANYON RANCH | |||||||
| PO BOX 5777 | STINSON BEACH | CA | 94970 | NONE | PUBLIC CHARITIES | FIRE FORWARD PROGRAM | $15,000 |
| BERKELEY STUDENT COOPERATIVE | |||||||
| 2424 RIDGE ROAD | BERKELEY | CA | 94709 | NONE | PUBLIC CHARITIES | COVID 19 RESILIENCE FUND | $500 |
| HAWAII PREPARATORY ACADEMY | |||||||
| 65-1692 KOHALA MOUNTAIN ROAD | KAMUELA | HI | 96743 | NONE | HIGHER EDUCATION | MATH PRIZE ENDOWMENT | $12,500 |
| HAWAII PREPARATORY ACADEMY | |||||||
| 65-1692 KOHALA MOUNTAIN ROAD | KAMUELA | HI | 96743 | NONE | HIGHER EDUCATION | CHAPEL REPAIR | $20,000 |
| INDEPENDENT ARTS & MEDIA | |||||||
| PO BOX 420442 | SAN FRANCISCO | CA | 941420442 | NONE | PUBLIC CHARITIES | CODE TENDERLOIN COVID COMMUNITY RESPONSE | $10,000 |
| INSTITUTE FOR STUDY OF HUMAN KNOWL | |||||||
| 1702-L MERIDIAN AVE 266 | SAN JOSE | CA | 95125 | NONE | PUBLIC CHARITIES | HUMAN JOURNEY WEBSITE | $30,000 |
| INTERSECTION FOR THE ARTS | |||||||
| 1446 MARKET STREET | SAN FRANCISCO | CA | 94102 | NONE | PUBLIC CHARITIES | THE BEAT WITHIN | $3,000 |
| KAHILU THEATRE FOUNDATION | |||||||
| PO BOX 549 | KAMUELA | HI | 96743 | NONE | PUBLIC CHARITIES | LUCE ENDOWMENT FUND MATCHING | $20,000 |
| LAUBACH LITERACY COUNCIL OF SAN DIEGO | |||||||
| PO BOX 502733 | SAN DIEGO | CA | 921502733 | NONE | PUBLIC CHARITIES | ESL ONLINE CLASSES | $10,000 |
| LINCOLN MEMORIAL SHRINE | |||||||
| 125 W VINE STREET | REDLANDS | CA | 92373 | NONE | PUBLIC CHARITIES | ACQUISITION FUND | $2,500 |
| BERKELEY STUDENT COOPERATIVE | |||||||
| 2424 RIDGE ROAD | BERKELEY | CA | 94709 | NONE | HIGHER EDUCATION | UNRESTRICTED GRANT | $5,000 |
| LONG BEACH BLAST | |||||||
| 737 PINE AVENUE STE 201 | LONG BEACH | CA | 90813 | NONE | PUBLIC CHARITIES | WILL J. REID HS PROGRAM - BRIDGE TO SUCCESS | $50,000 |
| CENTRO LEGAL DE LA RAZA | |||||||
| 3400 E 12TH STREET | OAKLAND | CA | 94601 | NONE | PUBLIC CHARITIES | OUR FUND | $1,000 |
| LONG BEACH ORGANIC | |||||||
| 140 MARINA DRIVE | LONG BEACH | CA | 90803 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $9,500 |
| CENTRO LEGAL DE LA RAZA | |||||||
| 3400 E 12TH STREET | OAKLAND | CA | 94601 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $5,000 |
| CHICAGO BOTANIC GARDEN | |||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $5,000 |
| CHICAGO COALITION FOR THE HOMELESS | |||||||
| 70 EAST LAKE STREET SUITE 720 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $2,500 |
| COMMUNITY PANTRY | |||||||
| PO BOX 763 | HEMET | CA | 92546 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $3,000 |
| COOL EFFECT INC | |||||||
| 100 DRAKES LANDING ROAD SUITE 260 | GREENBRAE | CA | 94904 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $1,001 |
| OCCIDENTAL COLLEGE | |||||||
| 1600 CAMPUS ROAD | LOS ANGELES | CA | 90041 | NONE | HIGHER EDUCATION | VIRGINIA REID MOORE SUMMER SCHOLARSHIP | $7,500 |
| DANCEBARN COLLECTIVE | |||||||
| 23129 OAK LEAF LANE | BATTLE LAKE | MN | 56515 | NONE | PUBLIC CHARITIES | SCHOLARSHIPS | $3,000 |
| REDLANDS BOWL PERFORMING ARTS | |||||||
| 168 SOUTH EUREKA STREET | REDLANDS | CA | 92373 | NONE | PUBLIC CHARITIES | COVID RELIEF THROUGH SUMMER BOWL | $5,000 |
| SAN BERN CO SUPER OF SCHOOLS-IBS | |||||||
| 760 E BRIER DRIVE | SAN BERNARDINO | CA | 92408 | NONE | HIGHER EDUCATION | REACH LIASON | $6,000 |
| EAST OAKLAND BOXING ASSOCIATION | |||||||
| PO BOX 6711 | OAKLAND | CA | 94603 | NONE | PUBLIC CHARITIES | MASK OAKLAND | $3,000 |
| SHAWL-ANDERSON DANCE CENTER | |||||||
| 2704 ALCATRAZ AVE | BERKELEY | CA | 94705 | NONE | PUBLIC CHARITIES | $7,000 EDI WORK, $3,000 UNRESTRICTED GRANT | $10,000 |
| FAITH IN THE VALLEY | |||||||
| 2027 E HARDING WAY | STOCKTON | CA | 95205 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $1,000 |
| FAITH IN THE VALLEY | |||||||
| 2027 E HARDING WAY | STOCKTON | CA | 95205 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $5,000 |
| FAITH IN THE VALLEY | |||||||
| 2027 E HARDING WAY | STOCKTON | CA | 95205 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $5,000 |
| THE THACHER SCHOOL | |||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | NONE | HIGHER EDUCATION | DEI CURRICULUM GRANTS | $25,000 |
| UNIVERSITY OF REDLANDS | |||||||
| PO BOX 3080 | REDLANDS | CA | 92373 | NONE | HIGHER EDUCATION | REACH GRANT | $19,800 |
| UNIVERSITY OF REDLANDS | |||||||
| PO BOX 3080 | REDLANDS | CA | 92373 | NONE | HIGHER EDUCATION | CHILDREN'S LITERATURE FESTIVAL | $7,500 |
| UNIVERSITY OF REDLANDS | |||||||
| PO BOX 3080 | REDLANDS | CA | 92373 | NONE | HIGHER EDUCTATION | SUPPORT FOR CSL INITIATIVES | $18,000 |
| UNIVERSITY OF REDLANDS | |||||||
| PO BOX 3080 | REDLANDS | CA | 92373 | NONE | HIGHER EDUCATION | COVID RELIEF FOR FOOD PANTRY | $2,000 |
| FAMILY SERVICE ASSOCIATION REDLANDS | |||||||
| 612 LAWTON STREET | REDLANDS | CA | 92374 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $2,500 |
| WAIKOLOA DRYLAND FOREST INITIATIVE | |||||||
| PO BOX 384087 | WAIKOLOA | HI | 96738 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $20,000 |
| YMCA OF THE EAST VALLEY | |||||||
| 500 E CITRUS AVENUE | REDLANDS | CA | 92373 | NONE | PUBLIC CHARITIES | COVID RELIEF | $10,000 |
| FAMILY SERVICE ASSOCIATION REDLANDS | |||||||
| 612 LAWTON STREET | REDLANDS | CA | 92374 | NONE | PUBLIC CHARITIES | COVID RELIEF - DINNER IN THE GROVE | $10,000 |
| FAMILY SERVICE ASSOCIATION REDLANDS | |||||||
| 612 LAWTON STREET | REDLANDS | CA | 92374 | NONE | PUBLIC CHARITIES | MOTEL VOUCHERS | $4,000 |
| FATHERS AND FAMILIES SAN JOAQUIN | |||||||
| PO BOX 30674 | STOCKTON | CA | 95213 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $1,000 |
| FATHERS AND FAMILIES SAN JOAQUIN | |||||||
| PO BOX 30674 | STOCKTON | CA | 95213 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $5,000 |
| FATHERS AND FAMILIES SAN JOAQUIN | |||||||
| PO BOX 30674 | STOCKTON | CA | 95213 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $5,000 |
| FIND FOOD BANK | |||||||
| 83775 CITRUS AVE | INDIO | CA | 92201 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $1,000 |
| FIND FOOD BANK | |||||||
| 83775 CITRUS AVE | INDIO | CA | 92201 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $5,000 |
| FIRST NATIONS DEVELOPMENT INSTITUTE | |||||||
| 2432 MAIN ST | LONGMONT | CO | 80501 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $10,000 |
| FOOD BANK FOR THE HEARLAND | |||||||
| 10525 J STREET | OMAHA | NE | 68127 | NONE | PUBLIC CHARITIES | FOOD FOR THOSE IN NEED | $10,000 |
| FOODLINK FOR TULARE COUNTY | |||||||
| PO BOX 391 | EXETER | CA | 93221 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $1,000 |
| FOODLINK FOR TULARE COUNTY | |||||||
| PO BOX 391 | EXETER | CA | 93221 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $5,000 |
| BLYTHE EMERGENCY FOOD PANTRY | |||||||
| PO BOX 789 | BLYTHE | CA | 92226 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $500 |
| FOODSHARE VENTURA | |||||||
| 4156 SOUTHBANK RD | OXNARD | CA | 93036 | NONE | PUBLIC CHARITIES | COVID RELIEF | $5,000 |
| FOODSHARE VENTURA | |||||||
| 4156 SOUTHBANK RD | OXNARD | CA | 93036 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $10,000 |
| FRIENDS OF THE FUTURE | |||||||
| PO BOX 2655 | KAMUELA | HI | 96743 | NONE | PUBLIC CHARITIES | GRAB AND GO PROJECT | $10,000 |
| GENESIS GARDEN | |||||||
| 307 E CARROLL ST | MACOMB | IL | 61455 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $2,500 |
| GRAIL FAMILY SERVICES | |||||||
| 2003 EAST SAN ANTONIO STREET | SAN JOSE | CA | 95116 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $2,500 |
| GRAIL FAMILY SERVICES | |||||||
| 2003 EAST SAN ANTONIO STREET | SAN JOSE | CA | 95116 | NONE | PUBLIC CHARITIES | FAMILY SUPPORT AND ADVOCACY | $5,000 |
| HELP OJAI COMM ASSISTANCE PANTRY | |||||||
| PO BOX 621 | OJAI | CA | 93024 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $10,000 |
| HELPING HANDS OF ROSEVILLE | |||||||
| PO BOX 342 | ROSEVILLE | IL | 61473 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $1,500 |
| IMPERIAL VALLEY FOOD BANK | |||||||
| PO BOX 4406 | EL CENTRO | CA | 92244 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $1,000 |
| IMPERIAL VALLEY FOOD BANK | |||||||
| PO BOX 4406 | EL CENTRO | CA | 92244 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $5,000 |
| INDEPENDENT ARTS & MEDIA | |||||||
| PO BOX 420442 | SAN FRANCISCO | CA | 941420442 | NONE | PUBLIC CHARITIES | CODE TENDERLOIN COMMUNITY RESPONSE | $500 |
| INST FOR THE STUDY OF HUMAN KNOWL | |||||||
| 1702-L MERIDIAN AVE 266 | SAN JOSE | CA | 95125 | NONE | PUBLIC CHARITIES | JUBILEE HOUSE - COVID EMERGENCY FUND | $5,000 |
| INST FOR THE STUDY OF HUMAN KNOWL | |||||||
| 1702-L MERIDIAN AVE 266 | SAN JOSE | CA | 95125 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $10,000 |
| INTERSECTION FOR THE ARTS | |||||||
| 901 MISSION STREET SUITE 306 | SAN FRANCISCO | CA | 94103 | NONE | PUBLIC CHARITIES | SAFETY NET FUND | $1,000 |
| LA CASA DE LAS MADRES | |||||||
| 1663 MISSION ST SUITE 225 | SAN FRANCISCO | CA | 94103 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $500 |
| LONG BEACH ORGANIC | |||||||
| 140 MARINA DRIVE | LONG BEACH | CA | 90803 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $20,000 |
| LONG BEACH ORGANIC | |||||||
| 140 MARINA DRIVE | LONG BEACH | CA | 90803 | NONE | PUBLIC CHARITIES | FOOD RELIEF DURING COVID | $10,000 |
| LONG BEACH RESCUE MISSION | |||||||
| PO BOX 1969 | LONG BEACH | CA | 90801 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $5,000 |
| LONG BEACH RESCUE MISSION | |||||||
| PO BOX 1969 | LONG BEACH | CA | 90801 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $5,000 |
| MATILIJA PTO | |||||||
| 703 EL PASEO RD | OJAI | CA | 93023 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $3,000 |
| MATTHEW 25 | |||||||
| 201 3RD AVENUE SW | CEDAR RAPIDS | IA | 52404 | NONE | PUBLIC CHARITIES | DERECHO DISASTER RELIEF | $5,000 |
| MEALS ON WHEELS | |||||||
| PO BOX 15688 | LONG BEACH | CA | 90815 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $5,000 |
| MEALS ON WHEELS | |||||||
| PO BOX 15688 | LONG BEACH | CA | 90815 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $5,000 |
| MONICA ROS SCHOOL | |||||||
| 783 MCNEIL ROAD | OJAI | CA | 93023 | NONE | HIGHER EDUCATION | BUILDING FUND | $25,000 |
| NAMI TULARE COUNTY | |||||||
| PO BOX 3655 | VISALIA | CA | 93278 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $2,000 |
| NORTH KOHALA COMM RESOURCE CENTER | |||||||
| PO BOX 519 | HAWI | HI | 96719 | NONE | PUBLIC CHARITIES | COVID 19 RESPONSE | $10,000 |
| OAKLAND PUBLIC EDUCATION FUND | |||||||
| PO BOX 71005 | OAKLAND | CA | 94612 | NONE | HIGHER EDUCATION | COVID 19 RAPID RELIEF | $1,000 |
| OAKLAND PUBLIC EDUCATION FUND | |||||||
| PO BOX 71005 | OAKLAND | CA | 94612 | NONE | HIGHER EDUCATION | TECH EXCHANGE | $500 |
| OAJI VALLEY FAMILY SHELTER | |||||||
| 251 AVE DE LA VEREDA | OJAI | CA | 93023 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $2,500 |
| OUSD FAMILY FUND | |||||||
| PO BOX 878 | OJAI | CA | 93023 | NONE | HIGHER EDUCATION | UNRESTRICTED GRANT | $5,000 |
| PARTNERSHIP 4 KIDS | |||||||
| 1004 FARNAM STREET SUITE 200 | OMAHA | NE | 68102 | NONE | PUBLIC CHARITIES | MENTORING YOUTH SERVICES | $1,000 |
| PLANTING JUSTICE | |||||||
| 319 105TH AVE | OAKLAND | CA | 94601 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $2,000 |
| PREVENT CHILD ABUSE - NEBRASKA | |||||||
| 215 CENTENNIAL MALL SOUTH 200 | OMAHA | NE | 68508 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $5,000 |
| PREVENT CHILD ABUSE - ALASKA | |||||||
| 3201 C STREET 110 | ANCHORAGE | AK | 99503 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $5,000 |
| PREVENT CHILD ABUSE - ARIZONA | |||||||
| PO BOX 26495 | PRESCOTT VALLEY | AZ | 86312 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $5,000 |
| QUILTERS BY THE SEA | |||||||
| PO BOX 92814 | LONG BEACH | CA | 90809 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $500 |
| RED SHOE HEALTH PROJECT | |||||||
| 302 BROOKSIDE AVE | REDLANDS | CA | 92373 | NONE | PUBLIC CHARITIES | COVID RELIEF FOR MENTAL HEALTH | $1,000 |
| REDLANDS FOUND FOR COMMERCE AND ED | |||||||
| PO BOX 8693 | REDLANDS | CA | 92375 | NONE | PUBLIC CHARITIES | SUPPORT LEADERSHIP REDLANDS | $7,500 |
| REDLANDS FOUND FOR COMMERCE AND ED | |||||||
| PO BOX 8693 | REDLANDS | CA | 92375 | NONE | PUBLIC CHARITIES | COVID RELIEF FOR SMALL BUSINESSES | $7,000 |
| REDLANDS SYMPHONY ORCHESTRA | |||||||
| 112 E OLIVE AVE SUITE C | REDLANDS | CA | 92373 | NONE | PUBLIC CHARITIES | COVID RELIEF | $5,000 |
| ROOTS COMMUNITY HEALTH CENTER | |||||||
| 7272 MACARTHUR BLVD | OAKLAND | CA | 94605 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $5,000 |
| SQUEEZE ART COLLECTIVE GROUP | |||||||
| 375 REDONDO AVE SUITE 421 | LONG BEACH | CA | 90814 | NONE | PUBLIC CHARITIES | MAYE | $10,000 |
| SQUEEZE ART COLLECTIVE GROUP | |||||||
| 375 REDONDO AVE SUITE 421 | LONG BEACH | CA | 90814 | NONE | PUBLIC CHARITIES | MAYE CENTER | $15,000 |
| SQUEEZE ART COLLECTIVE GROUP | |||||||
| 375 REDONDO AVE SUITE 421 | LONG BEACH | CA | 90814 | NONE | PUBLIC CHARITIES | COVID RELIEF | $15,000 |
| STREETWISE | |||||||
| 2009 S STATE STREET | CHICAGO | IL | 60616 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $2,500 |
| CHILD ABUSE PREVENTION CENTER | |||||||
| 4700 ROSEVILLE ROAD SUITE 102 | NORTH HIGHLANDS | CA | 95660 | NONE | PUBLIC CHARITIES | CALIFORNIA OPERATIONS | $5,000 |
| THE FOOD BASKET | |||||||
| 40 HOLOMUA ROAD | HILO | HI | 96720 | NONE | PUBLIC CHARITIES | COVID 19 INCREASED NEED | $15,000 |
| THE FOOD BASKET | |||||||
| 40 HOLOMUA ROAD | HILO | HI | 96720 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $20,000 |
| THE FOOD BASKET | |||||||
| 40 HOLOMUA ROAD | HILO | HI | 96720 | NONE | PUBLIC CHARITIES | COVID FUNDING ROUND 2 | $10,000 |
| THE FOOD BASKET | |||||||
| 40 HOLOMUA ROAD | HILO | HI | 96720 | NONE | PUBLIC CHARITIES | FOOD RELIEF ON THE BIG ISLAND | $10,000 |
| THE NAVAJO NATION | |||||||
| PO BOX 7440 | WINDOW ROCK | AZ | 86515 | NONE | PUBLIC CHARITIES | COVID RELIEF | $12,000 |
| THE OCEAN FOUNDATION | |||||||
| 1990 M STREET NW SUITE 250 | WASHINGTON | DC | 20038 | NONE | PUBLIC CHARITIES | PRO ESTEROS | $20,000 |
| TURTLE MOUNTAIN BANK OF CHIPPEWA | |||||||
| PO BOX 900 | BELCOURT | ND | 58316 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $10,000 |
| VALLEY RESTART SHELTER INC | |||||||
| PO BOX 1715 | HEMET | CA | 92543 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $5,000 |
| VIRGINIA UNIVERSITY OF LYNCHBURG | |||||||
| 2058 GARFIELD AVE | LYNCHBURG | VA | 24501 | NONE | PUBLIC CHARITIES | EDUCATIONAL OPERATIONS HBCU | $10,000 |
| VISALIA EMERGENCY AID COUNCIL | |||||||
| PO BOX 651 | VISALIA | CA | 93279 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $1,000 |
| VISALIA EMERGENCY AID COUNCIL | |||||||
| PO BOX 651 | VISALIA | CA | 93279 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $5,000 |
| WIU FOUNDATION | |||||||
| 1 UNIVERSITY CIRCLE | MACOMB | IL | 61455 | NONE | PUBLIC CHARITIES | COMMUNITY FACILITATION PROJECT | $7,500 |
| WOMANS SHELTER OF LONG BEACH | |||||||
| PO BOX 17089 | LONG BEACH | CA | 90807 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $5,000 |
| WOMENSHELTER OF LONG BEACH | |||||||
| PO BOX 17089 | LONG BEACH | CA | 90807 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $5,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 1342 FLORIDA AVE NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $2,500 |
| YMCA OF THE EAST VALLEY | |||||||
| 500 E CITRUS AVENUE | REDLANDS | CA | 92373 | NONE | PUBLIC CHARITIES | LEGAL AID | $5,000 |
| ENCINITAS EDUCATION FOUNDATION | |||||||
| 101 S RANCHO SANTA FE ROAD | ENCINITAS | CA | 92024 | NONE | PUBLIC CHARITIES | UNRESTRICTED GRANT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,080,301 | 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 | $12,243 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $205,582 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $183 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$48,364 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $169,644 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $169,644 | 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 FEES | CategoryTxt |
| Amt | $4,806 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| PRINTER | 2015-09-16 | $109 | $99 | SL | 5.000000000000 | $10 | $0 |
| PRINTER | 2015-10-05 | $202 | $180 | SL | 5.000000000000 | $22 | $0 |
| UPHOLSTERY FOR CONFERENCE ROOM FURNITURE | 2016-06-06 | $4,815 | $1,687 | SL | 10.000000000000 | $482 | $0 |
| MAC LAPTOP | 2019-06-13 | $2,421 | $242 | SL | 5.000000000000 | $484 | $0 |
| DELL LAPTOP AND DELL COMPUTER | 2020-03-29 | $4,534 | SL | 5.000000000000 | $453 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $325,512 | EOYBookValueAmt |
| EOYFMV | $327,410 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $766,609 | EOYBookValueAmt |
| EOYFMV | $2,746,128 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INDEX FUNDS, MUTUAL FUNDS AND OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $6,970,572 | BookValueAmt |
| EOYFMV | $12,785,976 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| PRINTER | $109 | $109 | $0 |
| PRINTER | $202 | $202 | $0 |
| UPHOLSTERY FOR CONFERENCE ROOM FURNITURE | $4,815 | $2,169 | $2,646 |
| MAC LAPTOP | $2,421 | $726 | $1,695 |
| DELL LAPTOP AND DELL COMPUTER | $4,534 | $453 | $4,081 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES AND EXPENSES | $2,000 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $1,736 | $0 | $1,736 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $183 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $183 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $183 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD LIABILITY | Desc |
| BOY Book Value | $1,487 | BOYBookValueAmt |
| EOY Book Value | $226 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $1,688 | $1,688 | $0 |
| STATE FILING FEES | $160 | $0 | $0 |
| FEDERAL EXCISE TAXES | $20,139 | $0 | $0 |