H N AND FRANCES C BERGER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- H N AND FRANCES C BERGER FOUNDATION (EIN 52-1757452)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202213159349101141
- Schema version
- 2021v4.2
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T12:09:55-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 S FIGUEROA ST | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90117 | 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 | 521757452 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HN and Frances C Berger Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOSEPH K GLASSETT | InCareOfNm |
| Business Name Control | HNAN | BusinessNameControlTxt |
| Phone | 7603415293 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 13390 | AddressLine1Txt |
| City | PALM DESERT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 922553390 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH GLASSETT | PersonNm |
| Person Title | V.P.-FINANCE | PersonTitleTxt |
| Phone | 7603415293 | PhoneNum |
| Signature | 2022-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSEPH | PersonFirstNm |
| Person Last | GLASSETT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER P KEARLEY | PreparerPersonNm |
| PTIN | P01245937 | PTIN |
| Phone | 2139773200 | PhoneNum |
| Preparation | 2022-11-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $561,210,128 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,167 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,167 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,940,304 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,940,304 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $10,421,116 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $10,061,534 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $2,971,533 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $5,145,586 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $123,972,627 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,983,983 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,660,094 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $848,249 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $30,169,267 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,836,237 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,810,531 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,516,910 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,293,621 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $768,842 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $212,222 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $556,620 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,164,772 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $465,037 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $699,735 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $97,885 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $16,686 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $81,199 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $118,216 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $118,216 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $596,728 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $596,728 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,298,211 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,053,011 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $907,610 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,418,587 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $4,197,196 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $30,365 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,894 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $24,208 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,714,552 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,235,576 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,100,936 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,018,689 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,297,260 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,782,145 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,438,612 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,898,675 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,457,301 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,297,260 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,680,820 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,288,034 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,538,977 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,542 | CashBOYAmt |
| Cash EOY | $12,645 | CashEOYAmt |
| Cash EOYFMV | $12,645 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $34,020,710 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,889,541 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,889,541 | SavAndTempCashInvstEOYFMVAmt |
| Inventories BOY | $461,056 | InventoriesBOYAmt |
| Inventories EOY | $432,814 | InventoriesEOYAmt |
| Inventories EOYFMV | $432,814 | InventoriesEOYFMVAmt |
| US Government Obligations BOY | $52,265,306 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $43,334,196 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $42,173,462 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $51,735,907 | CorporateStockBOYAmt |
| Corporate Stock EOY | $82,506,265 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $94,841,062 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $71,006,977 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,115,710 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $49,333,530 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $143,068,303 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $25,686,882 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $141,628,916 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $117,381,421 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $143,997,755 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $133,604,370 | OtherAssetsBOYAmt |
| Other Assets EOY | $163,997,302 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $214,529,319 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $484,746,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $473,669,894 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $561,210,128 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $584,069 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $224,487 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $1,400,858 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,946,361 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,984,927 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,170,848 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $482,761,857 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $471,499,046 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $482,761,857 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $471,499,046 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $484,746,784 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $473,669,894 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $482,761,857 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,288,034 | ExcessRevenueOverExpensesAmt |
| Other Increases | $679,240 | OtherIncreasesAmt |
| Subtotal | $474,153,063 | SubtotalAmt |
| Other Decreases | $2,654,017 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $471,499,046 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | P | $52,521,794 | $52,275,437 | $246,357 | $246,357 | ||
| PUBLICLY TRADED SECURITIES - LT | P | $66,111,315 | $64,137,572 | $1,973,743 | $1,973,743 | ||
| 2019 AUDI A6 | P | $44,885 | $36,755 | $8,130 | $8,130 | 2019-11-20 | 2021-02-01 |
| 28275 TELEGRAPH RD, SOUTHFIELD, MI | P | $1,706,459 | $950,706 | $755,753 | $755,753 | 2012-11-30 | 2021-12-03 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,983,983 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $174,292 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $174,292 | SubtotalAmt |
| Tax Based On Investment Income | $174,292 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $448,286 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $448,286 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $273,994 | OverpaymentAmt |
| Applied To ES Tax | $273,994 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.hnberger.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH K GLASSETT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7603415293 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 13390 | AddressLine1Txt |
| City | PALM DESERT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 922553390 | 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 | Yes (true) | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Darrell Burrage | ||||||||
| PO BOX 13390 | PALM DESERT | CA | 922553390 | Director | 36.0 | $77,725 | $37,327 | $0 |
| Joseph Glassett | ||||||||
| PO BOX 13390 | PALM DESERT | CA | 922553390 | Vice President-CFO | 40.0 | $218,266 | $38,475 | $0 |
| Joan Kalimanis | ||||||||
| PO BOX 13390 | PALM DESERT | CA | 922553390 | Director/Vice President | 40.0 | $81,887 | $24,829 | $0 |
| Christopher McGuire | ||||||||
| PO BOX 13390 | PALM DESERT | CA | 922553390 | President/Board Chairman | 40.0 | $717,613 | $42,092 | $0 |
| Douglass Vance | ||||||||
| PO BOX 13390 | PALM DESERT | CA | 922553390 | VP-Real Estate/Director | 40.0 | $850,348 | $39,373 | $0 |
| Catharine Reed | ||||||||
| PO BOX 13390 | PALM DESERT | CA | 922553390 | VP-Programs/Director | 40.0 | $282,906 | $19,915 | $0 |
| Michael Rover | ||||||||
| PO BOX 13390 | PALM DESERT | CA | 922553390 | Director | 40.0 | $499,986 | $56,202 | $0 |
| Michael Stutz | ||||||||
| PO BOX 13390 | PALM DESERT | CA | 922553390 | Director | 36.0 | $40,900 | $0 | $0 |
| Francis Wong | ||||||||
| PO BOX 13390 | PALM DESERT | CA | 922553390 | Director | 36.0 | $40,900 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| RUEL ORTIZ-LUIS | ||||||||
| PO BOX 13390 | PALM DESERT | CA | 922553390 | CONTROLLER | 36.0 | $143,367 | $35,653 | $0 |
| ROBERT WEBB | ||||||||
| PO BOX 13390 | PALM DESERT | CA | 922553390 | PROGRAMS-TECHNOLOGY | 36.0 | $134,288 | $42,345 | $0 |
| JENNIFER BROCK | ||||||||
| PO BOX 13390 | PALM DESERT | CA | 922553390 | R.E./LEASING MANAGER | 36.0 | $75,977 | $21,618 | $0 |
| ARMANDO LOPEZ | ||||||||
| PO BOX 13390 | PALM DESERT | CA | 922553390 | STAFF ACCOUNTANT | 36.0 | $67,842 | $27,453 | $0 |
| KEVIN KNEIP | ||||||||
| PO BOX 13390 | PALM DESERT | CA | 922553390 | ACCTS. R'BLE MANAGER | 36.0 | $64,504 | $26,898 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARMANINO LLP | |||||
| 11776 WILSHIRE BLVD 9TH FLR | LOS ANGELES | CA | 90025 | FINANCIAL REPORTS | $95,000 |
| Swajian& Swajian Attorneys at Law | |||||
| 74090 El Paseo Suite 200 | PALM DESERT | CA | 92260 | LEGAL | $55,595 |
| GOLDMAN SACHS & CO | |||||
| 2121 AVENUE OF THE STARS SUITE 260 | LOS ANGELES | CA | 900675050 | INVESTMENT MGMT. | $596,728 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION OWNS REAL ESTATE WHICH IS LEASED TO PUBLIC CHARITIES FOR A CHARITABLE PURPOSE CONSISTENT WITH REV. RULING 69572, C.B. 1969-2-119 | Description1Txt |
| Expenses1 | $950,516 | Expenses1Amt |
| Description2 | THE FOUNDATION ALSO OWNS AND OPERATES A SENIOR CITIZEN MOBILE HOME PARK WITH 155 SPACES, WHICH USE IS CONSISTENT WITH REV. RULING 79-18, C.B. 1979-194 | Description2Txt |
| Expenses2 | $539,562 | Expenses2Amt |
| Description3 | GOLF COURSE CHARITABLE PORTION OF EXPENSES OVER REVENUES SUPPORTING CHARITY GOLF TOURNAMENTS, INTERNSHIP, EDUCATIONAL PARTNERSHIPS WITH SCHOOLS, AND VALLEY RESIDENT DISCOUNTS. | Description3Txt |
| Expenses3 | $3,328,466 | Expenses3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $192,161,953 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,897,811 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $192,705,595 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $405,765,359 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $405,765,359 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,086,480 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $399,678,879 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,983,944 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,983,944 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $174,292 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $174,292 | TotalTaxAmt |
| Distributable Before Adj | $19,809,652 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,654,017 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,463,669 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,463,669 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,680,820 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $2,699,810 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $26,380,630 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,463,669 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,710,174 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $26,380,630 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,710,174 | AppliedToYear1Amt |
| Applied To Current Year | $22,463,669 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,206,787 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,206,787 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,206,787 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $2,206,787 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (127 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Ability First | ||||||||
| 1300 East Green Street | PASADENA | CA | 91106 | PC | GENERAL OPERATING SUPPORT | $50,000 | ||
| Academic Solutions USA | ||||||||
| PO Box 10681 | Palm Desert | CA | 92255 | PC | operating expenses | $4,000 | ||
| Academy of Musical Performance | ||||||||
| PO Box 1648 | Indio | CA | 92202 | PC | operating expenses | $25,000 | ||
| AFAF - American Friends of our Armed Forces | ||||||||
| 232 Wild Horse Drive | Palm Desert | CA | 92211 | PC | PROGRAM SUPPORT | $35,000 | ||
| Alisa Ann Ruch California Burn Foundation | ||||||||
| 50 N Hill Suite 305 | Pasadena | CA | 91106 | PC | operating expenses | $20,000 | ||
| Alzheimers Coachella Valley | ||||||||
| 42600 Cook St Suite 134 | Palm Desert | CA | 92211 | PC | PROGRAM SUPPORT | $5,000 | ||
| American Heritage Education Foundation | ||||||||
| Escondido Charter School District 1 | Escondido | CA | 92027 | PC | National Honor Society | $10,000 | ||
| American Red Cross | ||||||||
| 6235 River Crest Drive Ste A | Riverside | CA | 92507 | PC | FOR HOME FIRE FINANCIAL ASSISTANCE | $5,000 | ||
| Angel View Inc | ||||||||
| 67625 E Palm Canyon Dr STE 7A | Cathedral City | CA | 92234 | PC | CHILDREN OUTREACH PROGRAM | $5,000 | ||
| Association of Fundraising Professionals - Desert | ||||||||
| PO Box 2213 | Palm Desert | CA | 92261 | PC | Annual National Philanthropy Day | $5,000 | ||
| Big Brothers Big Sisters of the Desert | ||||||||
| 42-600 Cook Street Suite 110 | Palm Desert | CA | 92211 | PC | operating expenses | $2,000 | N/A | |
| Big Brothers Big Sisters of the Desert | ||||||||
| 42-600 Cook Street Suite 110 | Palm Desert | CA | 92211 | PC | operating expenses | $1,500 | ||
| Boys & Girls Club of Cathedral City | ||||||||
| 32-141 Whispering Palms Trail | Cathedral City | CA | 92234 | PC | operating expenses | $40,000 | ||
| Boys & Girls Club of Palm Springs Inc | ||||||||
| 450 S Sunrise Way | Palm Springs | CA | 92262 | PC | EDUCATIONAL PROGRAMS | $25,000 | ||
| Boys and Girls Club of Coachella Valley | ||||||||
| 42-600 Cook Street STE 120 | Palm Desert | CA | 92211 | PC | operating expenses | $125,000 | ||
| Boys and Girls Club of Coachella Valley | ||||||||
| 42-600 Cook Street STE 120 | Palm Desert | CA | 92211 | PC | operating expenses | $5,000 | ||
| California Community Foundation | ||||||||
| 221 S Figueroa St 400 | Los Angeles | CA | 90012 | PC | for D1400: Mahnaz and David Newman Charitable Fund | $40,000 | ||
| California Community Foundation | ||||||||
| 221 S Figueroa St 400 | Los Angeles | CA | 90012 | PC | for D1400: Mahnaz and David Newman Charitable Fund | $40,000 | ||
| Camp Alandale | ||||||||
| PO Box 35 | Idyllwild | CA | 92549 | PC | CAMPER SPONSORSHIP | $25,000 | ||
| Camp Alandale | ||||||||
| PO Box 35 | Idyllwild | CA | 92549 | PC | SPONSOR PROGRAM | $25,000 | ||
| Coachella Valley Boxing Club | ||||||||
| PO Box 927 | Coachella | CA | 92236 | PC | operating expenses | $25,000 | N/A | |
| Coachella Valley Rescue Mission | ||||||||
| 47-470 Van Buren PO Box 10660 | Indio | CA | 922022564 | PC | operating expenses | $15,000 | ||
| Coachella Valley Rescue Mission | ||||||||
| 47-470 Van Buren PO Box 10660 | Indio | CA | 922022564 | PC | FEED & CARE AS MANY PEOPLE AS POSSIBLE | $1,000 | ||
| Coronado Hospital Foundation | ||||||||
| 250 Prospect Place | Coronado | CA | 92118 | PC | support of Sharp Coronado | $125,000 | ||
| CSUSB - Philanthropic Foundation | ||||||||
| 37-500 Cook Street | Palm Desert | CA | 922112900 | PC | OPERATING EXPENSES | $1,500 | ||
| Cumberland College | ||||||||
| 6191 College Station Dr | Williamsburg | KY | 407691372 | PC | the Appalachian Institute for information science | $100,000 | ||
| Desert Ability Center | ||||||||
| 79185 Latigo Circle | La Quinta | CA | 92253 | PC | PROGRAM DEVELOPMENT | $10,000 | ||
| Desert Best Friend's Closet | ||||||||
| 74040 HWY 111 Suite F | Palm Desert | CA | 92260 | PC | TO PURCHASE AND INSTALL A NEW AIR CONDITIONING UNIT | $8,875 | ||
| Desert Christian Academy | ||||||||
| 40700 Yucca Lane | Bermuda Dunes | CA | 92203 | PC | EDUCATIONAL SUPPORT | $100,000 | N/A | |
| Elder Love USA | ||||||||
| 41550 Eclectic St | Palm Desert | CA | 92260 | PC | TO SET UP A THRIFT STORE | $25,000 | N/A | |
| Family Services of the DesertFood Now | ||||||||
| 14080 Palm Drive Suite E | Desert Hot Springs | CA | 92240 | PC | WEEKLY SUPPLEMENTAL FOOD DISTRIBUTIONS | $20,000 | ||
| Family Services of the DesertFood Now | ||||||||
| 14080 Palm Drive Suite E | Desert Hot Springs | CA | 09224 | PC | weekly supplemental food distributions and relief | $25,000 | ||
| Family YMCA of the Desert | ||||||||
| 43-930 San Pablo Avenue | Palm Desert | CA | 92260 | PC | 34TH ANNUAL HOEDOWN | $25,000 | ||
| Fellowship of Christian Athletes | ||||||||
| PO Box 1136 | Palm Desert | CA | 92261 | PC | youth programs | $15,000 | ||
| Find Food Bank Inc | ||||||||
| PO Box 10080 | Indio | CA | 92202 | PC | operating expenses | $25,000 | ||
| Friends of Monte Vista Choir | ||||||||
| PO Box 280 | Alamo | CA | 94507 | PC | operating expenses | $3,000 | ||
| Friends of the Cultural Center Inc | ||||||||
| The McCallum Theatre for the Perfor | Palm Desert | CA | 92260 | PC | educational programs | $150,000 | ||
| Guide Dogs of the Desert | ||||||||
| PO Box 1692 | Palm Springs | CA | 92263 | PC | operating expenses | $25,000 | ||
| Hawaiian Legacy Reforestation Initiative | ||||||||
| PO Box 22435 | Honolulu | HI | 96823 | PC | operating expenses | $25,000 | ||
| Hawaiian Legacy Reforestation Initiative | ||||||||
| PO Box 22435 | Honolulu | HI | 96823 | PC | operating expenses | $25,000 | ||
| Health Network Foundation | ||||||||
| 33 River Street | Chagrin Falls | OH | 44022 | PC | operating expenses | $3,000 | ||
| I Have a Dream | ||||||||
| 5390 Manhattan Circle 200 | Boulder | CO | 80303 | PC | operating expenses | $25,000 | ||
| Idyllwild Bible Church | ||||||||
| PO Box 1029 25860 State Highway 24 | Idyllwild | CA | 925491029 | PC | CAPITAL IMPROVEMENTS | $40,000 | ||
| Live 180 | ||||||||
| 11 La Plaza PO Box 5167 | Palm Springs | CA | 92263 | PC | OPERATING EXPENSES | $9,800 | ||
| Live 180 | ||||||||
| 11 La Plaza PO Box 5167 | Palm Springs | CA | 92263 | PC | operating expenses | $6,000 | ||
| Living Desert Reserve | ||||||||
| 47-900 Portola Avenue | Palm Desert | CA | 92260 | PC | educational programs | $155,000 | ||
| Loma Linda University Children's Hospital Foundati | ||||||||
| PO Box 2000 | Loma Linda | CA | 92354 | PC | TO PURCHASE MEDICAL SUPPLIES FOS PEDIATRIC PATIENTS | $25,000 | ||
| Martha's Village & Kitchen | ||||||||
| 83-791 Date Avenue | Indio | CA | 92201 | PC | operating expenses | $1,000 | ||
| National PKU Alliance | ||||||||
| PO BOX 1872 | Eau Claire | WI | 547021872 | PC | program support | $20,000 | N/A | |
| Neighborhood Homework House | ||||||||
| PO Box 0993 | Azusa | CA | 91702 | PC | COVID-19 MODIFICATIONS FOR THE FALL PROGRAM | $10,000 | ||
| Orlando Health Foundation | ||||||||
| 3160 Southgate Commerce Blvd STE | Orlando | FL | 32806 | PC | COMPRENSIVE CARE CENTER AT ORLANDO | $800,000 | ||
| Pacific Clinics | ||||||||
| 800 S Santa Anita Ave | Pasadena | CA | 910063555 | PC | CAPITAL IMPROVEMENT | $50,000 | ||
| Pacific Legal Foundation | ||||||||
| 930 G Street | Sacramento | CA | 95814 | PC | program support | $150,000 | ||
| Palm Springs Air Museum | ||||||||
| 745 North Gene Autry Trail | Palm Springs | CA | 92262 | PC | educational programs | $100,000 | ||
| Palm Springs Air Museum | ||||||||
| 745 North Gene Autry Trail | Palm Springs | CA | 92262 | PC | TO PURCHASE TWO TABLES FOR EDUCATIONAL GALA | $25,000 | ||
| Paws and Hearts | ||||||||
| 74-133 El Paseo STE 7 | Palm Desert | CA | 92260 | PC | GENERAL SUPPORT | $35,000 | N/A | |
| Pegasus Riding Academy for the Handicapped | ||||||||
| 35-450-B Pegasus Court | Palm Desert | CA | 92211 | PC | operating expenses | $10,000 | ||
| Prager University Foundation | ||||||||
| 15021 Ventura Blvd 552 | Sherman Oaks | CA | 91403 | PC | SPONSOR A VIDEO COURSE IN 2021 | $200,000 | ||
| Rancho Mirage Writer's Festival | ||||||||
| 71-100 HWY 111 | Rancho Mirage | CA | 92270 | PC | operating expenses | $5,000 | ||
| Riverside University Health System Foundation | ||||||||
| PO Box 9850 | Moreno Valley | CA | 92552 | PC | Indio Substance Abuse Prevention and Treatment Program | $21,000 | ||
| Sacred Heart Church | ||||||||
| 43-775 Deep Canyon Rd | Palm Desert | CA | 92260 | PC | operating expenses | $2,500 | ||
| Sacred Heart Church | ||||||||
| 43-775 Deep Canyon Rd | Palm Desert | CA | 92260 | PC | OPERATING EXPENSES | $2,500 | ||
| Saint Louis School | ||||||||
| 3142 Waialae Avenue | Honolulu | HI | 968161579 | PC | scholarship program and operating expenses | $10,000 | N/A | |
| St Ignatius Catholic School | ||||||||
| 6180 N Meridian Road | Meridian | ID | 83646 | PC | operating expenses | $5,000 | ||
| St Jude Children's Research Hospital | ||||||||
| 12365 Lewis Street Suite 101 | Garden Grove | CA | 92840 | PC | Pediatric Cancer Genome Project | $100,000 | ||
| St Louis University High School | ||||||||
| 4970 Oakland Ave | St Louis | MO | 63110 | PC | TUITION RELIEF | $10,000 | ||
| The Eagle Links Junior Golf Foundation Incorporate | ||||||||
| 46-105 Portola Avenue Suite 3 | Palm Desert | CA | 92260 | PC | Junior Golf Tournaments | $4,500 | ||
| The First Academy Inc | ||||||||
| 2667 Bruton Blvd | Orlando | FL | 32805 | PC | Sponsorship for The first Academy's Athletic Progr | $75,000 | ||
| The First Tee of Coachella Valley | ||||||||
| 74945 Sheryl Avenue | Palm Desert | CA | 92260 | PC | operating expenses | $10,000 | ||
| The Fund for Partnership for Success | ||||||||
| Polytechnic School 1030 E Califor | Pasadena | CA | 91106 | PC | PROGRAM SUPPORT | $30,000 | ||
| The Heritage Foundation | ||||||||
| 214 Massachusetts Avenue NE | Washington | DC | 200024999 | PC | Fall internship program | $60,000 | ||
| The Philanthropy Roundtable | ||||||||
| 1120 20th Street NW STE 550 South | Washington | DC | 20036 | PC | support to continue Roundtable's programs | $195,000 | ||
| The Ranch Recovery Centers Inc | ||||||||
| 7885 Annandale Avenue | Desert Hot Springs | CA | 92240 | PC | FOR AN OFFICE EXPANSION AT THE RANCH | $130,000 | ||
| United Cerebral Palsy of the Inland Empire | ||||||||
| 70017 Hwy 111 Ste 5 | Rancho Mirage | CA | 92270 | PC | PROGRAM SUPPORT | $15,000 | ||
| University of Arizona Foundation | ||||||||
| 111 North Cherry Avenue | Tucson | AZ | 857210109 | PC | PROGRAM SUPPORT | $50,000 | ||
| University of California San Francisco | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94104 | PC | Dr. David Jablon's Mesothelioma Research | $250,000 | ||
| USC - School of Dramatic Arts | ||||||||
| 3716 South Hope Street Stuite 109 | Los Angeles | CA | 90089 | PC | Sandy Reed Endowed Professional Development Fund | $50,000 | ||
| Variety Childrens Charities of the Desert Tent 66 | ||||||||
| 42600 Cook Street STE 131 | Palm Desert | CA | 92211 | PC | operating expenses | $10,000 | ||
| Well in the Desert | ||||||||
| PO Box 5312 | Palm Springs | CA | 92263 | PC | operating expenses | $25,000 | ||
| Xavier College Preparatory High School | ||||||||
| 34-200 Cook St | Palm Desert | CA | 92211 | PC | operational support | $10,000 | ||
| Xavier College Preparatory High School | ||||||||
| 34-200 Cook St | Palm Desert | CA | 92211 | PC | operating expenses | $90,000 | ||
| CATHEDRAL CITY SENIOR CARE | ||||||||
| 37171 WEST BUDDY ROGERS AVE | CATHEDRAL CITY | CA | 92234 | PC | CBS SPOTLIGHT GRANT | $25,000 | N/A | |
| FAMILY HEALTH & SUPPORT NETWORK INC | ||||||||
| 74-410 US HWY 111 SUITE D | PALM DESERT | CA | 92260 | PC | PROGRAM SUPPORT | $25,000 | N/A | |
| MAMA'S HOUSE | ||||||||
| PO BOX 927 | PALM DESERT | CA | 92261 | PC | PROGRAM SUPPORT | $25,000 | N/A | 44-875 DEEP CANYON SUITE 2 |
| SOUTHERN CALIFORNIA MOUNTAINS FOUNDATION | ||||||||
| 45630 CITRUS AVE | INDIO | CA | 92201 | PC | DEVELOPMENT PROGRAM | $25,000 | ||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 201 EAST SANDPOINTE AVE SUITE 300 | SANTA ANA | CA | 92707 | PC | RESEARCH PROGRAM | $100,000 | ||
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CA | ||||||||
| 4560 FOUNTAIN AVENUE | LOS ANGELES | CA | 900291913 | PC | SUPPORT SERVICES | $40,000 | ||
| JEWISH FAMILY SERVICE OF THE DESERT | ||||||||
| 490 S FARRELL DRIVE-SUITE C208 | PALM SPRINGS | CA | 92262 | PC | PROGRAM ASSISTANCE | $50,000 | ||
| LOMA LINDA UNIVERSITY HEALTH | ||||||||
| 11145 ANDERSON STREET SUITE 203 | LOMA LINDA | CA | 92350 | PC | WEIL INSTITUTE OF CRITICAL CARE MEDICINE BUILDING | $7,250,000 | ||
| DESERT CANCER FOUNDATION | ||||||||
| 74091 LARREA STREET | PALM DESERT | CA | 92260 | PC | PATIENT ASSISTANCE PROGRAM | $20,000 | ||
| AFAF - AMERICAN FRIENDS OF OUR ARMED FORCES | ||||||||
| 232 WILD HORSE DRIVE | PALM DESERT | CA | 92211 | PC | TO HELP NEEDY MILITARY FAMILIES | $10,000 | ||
| KARE YOUTH LEAGUE | ||||||||
| 5150 FARMA AVENUE | ARCADIA | CA | 910662088 | PC | ARCADIA CENTER RENEWAL PROJECT | $50,000 | PO BOX 662080 | |
| GUIDE DOGS OF THE DESERT | ||||||||
| PO BOX 1692 | PALM SPRINGS | CA | 92263 | PC | FOR THE DEDICATION OF THE SANDFORD REED NURSERY | $25,000 | ||
| DESERT FORUM INC | ||||||||
| 78365 HWY 111 398 | LA QUINTA | CA | 92253 | PC | SPONSORSHIP OF 2021 SPEAKER SERIES | $100,000 | ||
| TEAMMATES FOR KIDS FOUNDATION | ||||||||
| 1900 WAZEE ST SUITE 205 | DENVER | CO | 80202 | PC | OPERATING EXPENSES | $500,000 | ||
| THE CAREGIVER FOUNDATION | ||||||||
| 929 3RD ST | PEARL CITY | HI | 96782 | PC | OPERATING EXPENSES | $1,000 | ||
| AFRICA 6000 INTERNATIONAL | ||||||||
| 2425 WEST 23RD STREET | ERIE | PA | 16506 | PC | PRO-AM CHARITY GOLF EVENT | $6,500 | ||
| LAS VEGAS CENTER FOR SPIRITUAL LIVING | ||||||||
| 4325 N RANCHO DR 110 | LAS VEGAS | NV | 89130 | PC | OPERATING EXPENSES | $1,500 | ||
| DESERT VALLEY YOUTH FOOTBALL AND CHEER INC | ||||||||
| 78206 VARNER ROAD SUITE D157 | PALM DESERT | CA | 92501 | PC | TO PURCHASE FOOTBALL GEAR | $16,000 | ||
| COUNTY OF RIVERSIDE | ||||||||
| 4080 LEMON STREET 4TH FLOOR | RIVERSIDE | CA | 92501 | PC | CONDITION 080-FIRE | $1,800,000 | ||
| BRAKES-BE RESPONSIBLE AND KEEP EVERYONE SAFE | ||||||||
| 7148 WEDDINGTON RD | CONCORD | NC | 28027 | PC | OPERATIONAL SUPPORT | $100,000 | SUITE 150 | |
| THE TANK | ||||||||
| 312 W 36TH FL 1 | NEW YORK CITY | NY | 10018 | PC | OPERATING EXPENSES | $3,000 | ||
| PARADE CHARITIES INC | ||||||||
| 72-559 HWY 111 | PALM DESERT | CA | 92260 | PC | FOR THE KID'S ZONE AT 56TH ANNUAL GOLF CART PARADE | $3,500 | ||
| SOROPTIMIST HOUSE OF HOPE | ||||||||
| PO BOX 1055 | DESERT HOT SPRINGS | CA | 92240 | PC | TO HELP WITH EXPENSES OF SUBSTANCE USE DISORDERS | $10,000 | ||
| PEGASUS RIDING ACADEMY FOR THE HANDICAPPED | ||||||||
| 35-450-B PEGASUS COURT | PALM DESERT | CA | 92211 | PC | PROVIDE SPECIALLY TRAINED HORSES | -$10,000 | ||
| SAINT LOUIS HOUSE | ||||||||
| PO BOX 150637 | AUSTIN | TX | 78715 | PC | SUPPORT PROGRAM | $5,000 | ||
| SIERRA MADRE SEARCH & RESCUE TEAM | ||||||||
| PO BOX 24 | SIERRA MADRE | CA | 91025 | PC | TO REPLACE THE 4X4 FIELD RESPONSE VEHICLE | $60,000 | ||
| ALZHEIMER'S ASSOCIATION | ||||||||
| 74020 ALESSANDRO DR SUITE A | PALM DESERT | CA | 92260 | PC | SPOTLIGHT GRANT | $25,000 | ||
| THE FIRST TEE OF COACHELLA VALLEY | ||||||||
| 74945 SHERYL AVENUE | PALM DESERT | CA | 92260 | PC | PROGRAM EXPENSES | $7,000 | ||
| FOUNDATION FOR PALM SPRINGS UNIFIED SCH DISTRICT | ||||||||
| 150 DISTRICT CENTER DRIVE | PALM SPRINGS | CA | 92264 | PC | OPERATING EXPENSES | $10,000 | ||
| THE BIANCA RAE FOUNDATION | ||||||||
| PO BOX 10096 | PALM DESERT | CA | 92255 | PC | 7TH ANNUAL RAE OF HOPE RETREAT | $4,000 | ||
| WARRIOR RISING | ||||||||
| 11614 S ANNA EMILY DRIVE | SOUTH JORDAN | CA | 84095 | PC | WARRIOR RISING'S PROGRAMS | $50,000 | ||
| BOYS & GIRLS CLUB OF PALM SPRINGS INC | ||||||||
| 450 S SUNRISE WAY | PALM SPRINGS | CA | 92262 | PC | OPERATING EXPENSES | $1,000 | ||
| THE FIRST ACADEMY INC | ||||||||
| 2667 BRUTON BLVD | ORLANDO | FL | 32805 | PC | SPONSORSHIP FOR THE FIRST ACADEMY ATHLETIC PROGRAM | $75,000 | ||
| DESERT ENSEMBLE THEATRE COMPANY INC | ||||||||
| PO BOX 2885 | PALM SPRINGS | CA | 92262 | PC | TO PURCHASE ADDITIONAL LIGHTING INSTRUMENTS | $3,000 | ||
| SHADOW ROCK CHURCH | ||||||||
| PO BOX 5154 | LA QUINTA | CA | 92248 | PC | SCHOLARSHIPS, CARREER TRAINING AND MILITARY PURSUITS | $5,000 | ||
| STEPHEN J WAMPLER FOUNDATION | ||||||||
| 941 ORANGE AVE SUITE 440 | CORONADO | CA | 92118 | PC | TO PROVIDE LIFE-CHANGING EXPERIENCES | $35,000 | ||
| ROCK CHURCH OF COACHELLA VALLEY | ||||||||
| 75400 GERALD FORD DRIVE | PALM DESERT | CA | 92211 | PC | TO PROVIDE HOLIDAY MEALS, GIFTS AND SERVICES FOR FAMILIES IN NEED | $5,000 | ||
| COACHELLA VALLEY MOUNTAIN BIKE TEAM | ||||||||
| 74125 MOCKINGBIRD TRAIL | INDIAN WELLS | CA | 92210 | PC | SPONSORSHIP FOR YOUR YOUTH MOUNTAIN TEAM | $2,000 | ||
| MAMA'S HOUSE | ||||||||
| PO BOX 1816 | PALM DESSERT | CA | 92261 | PC | TO SUPPORT EDUCATION AND COUNSELING EXTENSION | $50,000 | 44-875 DEEP CANYON SUITE 2 | |
| XAVIER COLLEGE PREPARATORY HIGH SCHOOL | ||||||||
| 34-200 COOK ST | PALM DESERT | CA | 92211 | PC | OPERATING EXPENSES | $19,000 | ||
| BOSTON COLLEGE | ||||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | PC | OPERATING EXPENSES | -$5,000 | ||
| THE SALVATION ARMY - CATHEDRAL CITY | ||||||||
| 30-400 LANDAU BLVD | CATHEDRAL CITY | CA | 92234 | PC | TO HELP FEED PEOPLE IN THE COACHELLA VALLEY | $2,000 | ||
| WOUNDED WARRIOR PROJECT INC | ||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | PC | TO HELP INJURED VETERANS | $2,000 | ||
| PACIFIC LEGAL FOUNDATION | ||||||||
| 555 CAPITOL MALL SUITE 1290 | SACRAMENTO | CA | 95814 | PC | TO SUPPORT YOUR EXPANDING PROPERTY RIGHTS LITIGATION PROGRAM | $200,000 | ||
| ELSENSHOWER MEDICAL CENTER | ||||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | PC | A NEW CARDIAC VASCULAR INSTITUTE | $1,000,000 | ||
| CITY OF HOPE NATIONAL MEDICAL CENTER | ||||||||
| 1500 E DUARTE RD | DUARTE | CA | 91010 | PC | TRAINING PROGRAM | $100,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,898,675 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,167 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,940,304 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $2,971,533 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,145,586 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| OTHER INTEREST | 14 | $142,265 | |||
| MISCELLANEOUS INCOME | 01 | $705,984 | |||
| CHARITY GOLF FACILITIES | 713910 | $2,502,160 | $2,309,685 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,502,160 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,907,839 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,309,685 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,719,684 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11c | LineNumberTxt |
| Relationship Statement | Supporting charity tournaments, supporting Coachella Valley charities, providing education opportunities and partnerships, supporting school athletic programs, promoting environmental awareness and responsibility, and access to golf facilities for Coachella Valley residents at substantially below-market course rates. | RelationshipStatementTxt |
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 | Yes (true) | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | Yes (true) | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (2 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| THE FAIRFIELD HOMES | ||
| 1b(4) | $4,017,219 | PAYMASTER, ACCOUNTING, ADMIN. |
| THE FAIRFIELD HOMES | ||
| 1c | $0 | FOUNDATION SHARES FACILITIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FAIRFIELD HOMES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(2) | OrganizationTypeDesc |
| Relationship Description | 100% OWNED COMMON VOTING STOCK | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ERNST & YOUNG, TAX PREPARATION | $23,216 | $23,216 |
| ARMANINO, FINANCIAL REPORTS | $95,000 | $95,000 |
Depreciation Schedule DepreciationSchedule
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | 79733 COUNTRY CLUB DR., BERMUDA DUNES, CA | AssetDesc |
| Acquired | 1998-02 | AcquiredDt |
| How Acquired | P | HowAcquiredTxt |
| Sold | 2021-04 | SoldDt |
| Gross Sales Price | $3,588,174 | GrossSalesPriceAmt |
| Basis | $1,426,570 | BasisAmt |
| Total Net | $2,161,604 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS | $20,115,710 | $20,235,255 |
| STRUCTURED NOTES | $30,000,000 | $29,098,275 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS | $15,214,939 | $16,088,743 |
| PREFERRED STOCKS | $14,634,500 | $14,770,455 |
| MUTUAL FUNDS | $39,722,145 | $47,014,987 |
| HEDGE FUNDS | $12,934,681 | $16,966,877 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $43,334,196 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $42,173,462 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ROVER ARMSTRONG, A.P.C. | $6,863 | $1,260 | $5,603 |
| MITCHELL, SILBERBERG, & KNUPP, | $35,427 | $0 | $35,427 |
| SWAJIAN & SWAJIAN | $55,595 | $15,426 | $40,169 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (15 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED BOND INTEREST | $38,156 | $700 | $700 |
| DEPOSITS | $506,306 | $111,967 | $111,967 |
| DUE FROM RELATED ENTITIES | $56,760 | $162,018 | $162,018 |
| INVESTMENT IN PARTNERSHIPS | $12,389,579 | $13,358,687 | $18,239,093 |
| INVESTMENT IN WHOLLY OWNED SUB | $24,429,847 | $24,429,847 | $19,143,621 |
| OTHER RECEIVABLES | $29,743 | $66,375 | $66,375 |
| PREPAID EXPENSES | $272,563 | $1,022,695 | $1,022,695 |
| RENTAL PROPERTIES | $20,591,528 | $37,679,423 | $94,700,000 |
| GOLF FACILITIES | $38,455,473 | $37,676,331 | $15,405,036 |
| NOTES RECEIVABLES | $3,267,196 | $5,441,618 | $5,441,618 |
| VACANT LAND | $29,041,503 | $39,794,099 | $51,611,000 |
| FIBER OPTICS EQUIPMENT | $42,375 | ||
| FOUNDATION OFFICE (2ND FLOOR) | $4,078,609 | $3,924,346 | $8,296,000 |
| FURNITURE, FIXTURE, & EQUIPMEN | $404,732 | $329,196 | $329,196 |
| AUTOMOBILES |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | QD RECOVERIES - SALE OF CHARITABLE ASSET | Desc |
| Amt | $2,654,017 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUTO EXPENSES | $55,325 | $15,174 | $40,151 |
| AUTO EXP-EMPLOYEE REIMBURSEMEN | -$42,510 | -$10,073 | -$32,437 |
| BANK CHARGES | $301 | $301 | |
| COMPUTER EXPENSES | $91,090 | $91,090 | |
| BUSINESS LICENSE | $779 | $779 | |
| INSURANCE EXPENSE | $66,420 | $22,811 | $43,609 |
| UTILITIES | $131,229 | $46,357 | $84,872 |
| REPAIRS & MAINTENANCE | $191,150 | $91,830 | $99,320 |
| OVERHEAD EXPENSES | $12,475 | $4,366 | $8,109 |
| MISC OPERATING EXPENSES | $27,535 | $27,535 | |
| OFFICE SUPPLIES | $35,356 | $11,837 | $23,519 |
| COMMUNITY OUTREACH | $60,000 | $60,000 | |
| OUTSIDE SERVICES - OTHER | $89,856 | $59,172 | $30,684 |
| SUBSCRIPTIONS | $408 | $120 | $288 |
| TELEPHONE | $5,632 | $1,483 | $4,149 |
| EDUCATION | $13,200 | $13,200 | |
| OTHER-MISCELLANEOUS | $24,383 | $10,624 | $13,759 |
| APPRAISAL FEES | $54,300 | $54,300 | |
| Rent and Royalty Expense | $12,897,623 | $1,898,960 | $3,620,623 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Other interest - notes receivables | $142,265 | $142,265 |
| Miscellaneous | $16,877 | $16,877 |
| Income from LLC | $689,107 | $689,107 |
| Golf Facilities | $4,811,845 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE ASSETS ACQUIRED | Desc |
| Amt | $679,240 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO RELATED ENTITIES | $57,620 | $478,360 |
| TENANT DEPOSITS | $165,392 | $164,664 |
| TENANT IMPOUND ACCOUNTS | $210,606 | -$4,419 |
| ACCOUNTS PAYABLE | $258,351 | $199,863 |
| ACCRUED EXPENSES | $708,889 | $1,107,893 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $596,728 | Amt |
| Net Investment Income | $596,728 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE PROPERTY TAXES | $1,960,620 | $1,053,011 | $907,610 |
| FEDERAL EXCISE TAX - 990PF | $337,591 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FAIRFIELD HOMES TITLE HOLDING CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 13390 | AddressLine1Txt |
| City | PALM DESERT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 922553390 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951416326 | EIN |
| Desc | DIVIDENDS FROM 2021 EARNINGS | Desc |
| Amt | $826,525 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $826,525 | TotalAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FAIRFIELD HOMES TITLE HOLDING CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 13390 | AddressLine1Txt |
| City | PALM DESERT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 922553390 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951416326 | EIN |
| Desc | PAYROLL AND OVERHEAD ALLOCATION REIMBURSEMENTS | Desc |
| Amt | $4,017,219 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,017,219 | TotalAmt |