RIVERSIDE MEDICAL CLINIC FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- RIVERSIDE MEDICAL CLINIC FOUNDATION (EIN 33-0099694)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202223189349104592
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T16:54:29-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273401331 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALICIA OREJEL CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1175 IDAHO STREET SUITE 203 | AddressLine1Txt |
| City | REDLANDS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330099694 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIVERSIDE MEDICAL CLINIC FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RIVE | BusinessNameControlTxt |
| Phone | 9513216510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2605 | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92516 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUE KINSINGER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9513216510 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUE | PersonFirstNm |
| Person Last | KINSINGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALICIA OREJEL | PreparerPersonNm |
| PTIN | P00847432 | PTIN |
| Phone | 9092560975 | PhoneNum |
| Preparation | 2022-11-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $3,507,833 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $53,723 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,723 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $438,596 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,377,118 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $438,596 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $492,320 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $492,320 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,843 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $56 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $28 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $28 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,365 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,315 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,839 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,918 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $78 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $125,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $125,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $140,839 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,918 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $125,078 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $351,481 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $483,402 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,632 | CashBOYAmt |
| Cash EOY | $26,591 | CashEOYAmt |
| Cash EOYFMV | $26,591 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $2,678 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $3,091,305 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,481,242 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,481,242 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,100,615 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,507,833 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,507,833 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $3,388 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,388 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,100,615 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,504,445 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,100,615 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,504,445 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,100,615 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,507,833 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,100,615 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $351,481 | ExcessRevenueOverExpensesAmt |
| Other Increases | $52,349 | OtherIncreasesAmt |
| Subtotal | $3,504,445 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,504,445 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB US | P | 2020-04-02 | 2021-03-09 | $256,687 | $166,935 | $89,752 | $89,752 |
| COHEN & STEERS LOW DURATION PREF & INC | P | 2021-06-11 | 2021-12-08 | $2,410 | $2,474 | -$64 | -$64 |
| INVESCO QQQ TRUST | P | 2021-03-09 | 2021-12-08 | $117,470 | $94,968 | $22,502 | $22,502 |
| INVESCO SENIOR LOAN | P | 2021-03-09 | 2021-12-08 | $7,190 | $7,211 | -$21 | -$21 |
| ISHARES CORE 1-5 YEAR | P | 2021-09-02 | 2021-12-08 | $2,723 | $2,767 | -$44 | -$44 |
| ISHARES IBOXX INVT GRADEBOND ETF IV | P | 2021-03-09 | 2021-12-08 | $1,998 | $1,943 | $55 | $55 |
| ISHARES MBS ETF | P | 2021-03-09 | 2021-12-08 | $4,858 | $4,902 | -$44 | -$44 |
| ISHARES PREFERRED INCOME SEC ETF | P | 2021-03-09 | 2021-12-08 | $5,206 | $5,058 | $148 | $148 |
| ISHARES 7-10 YEAR TREASURY BOND ETF | P | 2021-03-09 | 2021-12-08 | $23,366 | $22,897 | $469 | $469 |
| PAYDEN CORE BOND | P | 2020-12-31 | 2021-03-09 | $110,028 | $107,550 | $2,478 | $2,478 |
| PAYDEN EQUITY INCOME | P | 2020-12-31 | 2021-03-09 | $81,296 | $59,044 | $22,252 | $22,252 |
| PAYDEN HIGH INCOME | P | 2020-12-31 | 2021-03-09 | $218,531 | $208,141 | $10,390 | $10,390 |
| SCHWAB S & P 500 INDEX FD | P | 2020-12-31 | 2021-03-09 | $477,965 | $450,103 | $27,862 | $27,862 |
| SELECT SECTOR HEALTH CARE SPDR ETF | P | 2021-03-09 | 2021-03-26 | $83,467 | $81,809 | $1,658 | $1,658 |
| SELECT SECTOR INDUSTRIAL SPDR ETF | P | 2021-03-09 | 2021-11-08 | $213 | $189 | $24 | $24 |
| SELECT STR FINANCIAL XLF | P | 2021-03-09 | 2021-11-08 | $8,240 | $7,334 | $906 | $906 |
| SPDR S & P BANK ETF | P | 2020-11-17 | 2021-03-09 | $205,852 | $152,490 | $53,362 | $53,362 |
| US GLOBAL JETS ETF | P | 2021-03-26 | 2021-09-29 | $6,909 | $7,530 | -$621 | -$621 |
| VANECK JP MORGAN EM LOCAL CURRENCY BOND ETF | P | 2021-06-10 | 2021-12-09 | $47,488 | $53,277 | -$5,789 | -$5,789 |
| VANGUARD DIVIDEND APPRECIAITON | P | 2021-03-09 | 2021-12-08 | $13,544 | $11,719 | $1,825 | $1,825 |
| VANGUARD S & P 500 ETF | P | 2021-03-09 | 2021-12-08 | $18,974 | $15,747 | $3,227 | $3,227 |
| VANGUARD S & P 500 ETF IV | P | 2021-03-09 | 2021-09-02 | $29,115 | $25,052 | $4,063 | $4,063 |
| VANGUARD SHORT TERM COR BD ETF | P | 2021-03-09 | 2021-12-08 | $4,367 | $4,361 | $6 | $6 |
| VANGUARD TOTAL BOND MARKET ETF | P | 2021-03-09 | 2021-12-08 | $172,624 | $170,805 | $1,819 | $1,819 |
| WISDOMTREE YIELD ENHNC US AGGRE ETF | P | 2021-03-09 | 2021-12-08 | $7,896 | $7,837 | $59 | $59 |
| ISHARES S & P 500 GROWTH ETF IV | P | 2020-04-02 | 2021-12-08 | $176,312 | $90,542 | $85,770 | $85,770 |
| PAYDEN CORE BOND | P | 2019-12-31 | 2021-03-09 | $941,333 | $920,131 | $21,202 | $21,202 |
| PAYDEN EQUITY INCOME | P | 2019-12-31 | 2021-03-09 | $343,390 | $249,400 | $93,990 | $93,990 |
| SCHWAB S & P 500 INDEX FD | P | 2019-12-31 | 2021-03-09 | $6,696 | $6,306 | $390 | $390 |
| CAPITAL GAINS DIVIDENDS | P | $970 | $970 | $970 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $438,596 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,719 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,719 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,719 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,400 | 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 | $3,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $69 | EsPenaltyAmt |
| Tax Due | $3,388 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RIVERSIDE MEDICAL CLINIC FOUNDATION | IndividualWithBooksNm |
| Phone | 9516822753 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7177 BROCKTON AVE SUITE 220 | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL J MARLATT | ||||||||
| 7177 BROCKTON AVE SUITE 220 | RIVERSIDE | CA | 92506 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUE KINSINGER | ||||||||
| 7177 BROCKTON AVE SUITE 220 | RIVERSIDE | CA | 92506 | TREASURER | 1.00 | $0 | $0 | $0 |
| DEBRA A CHURCH | ||||||||
| 7177 BROCKTON AVE SUITE 200 | RIVERSIDE | CA | 92506 | SECRETARY | 1.00 | $0 | $0 | $0 |
| RUTHAN SMITH | ||||||||
| 7177 BROCKTON AVE SUITE 200 | RIVERSIDE | CA | 92506 | MEMBER | 1.00 | $0 | $0 | $0 |
| CRAIG MARSHALL | ||||||||
| 7177 BROCKTON AVE SUITE 200 | RIVERSIDE | CA | 92506 | MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,317,518 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,648 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,339,166 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,339,166 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,087 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,289,079 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $164,454 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $164,454 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,719 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,719 | TotalTaxAmt |
| Distributable Before Adj | $157,735 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $157,735 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $157,735 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $125,078 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $125,078 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $157,735 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $17,340 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $83,627 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $82,816 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $84,402 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $268,185 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $125,078 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $125,078 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $32,657 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $32,657 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $235,528 | 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 | $235,528 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $68,310 | ExcessFromYear4Amt |
| Excess From Year3 | $82,816 | ExcessFromYear3Amt |
| Excess From Year2 | $84,402 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIVERSIDE MEDICAL CLINIC CHARITABLE FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7177 BROCKTON AVENUE SUITE 220 | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO SUPPORT THE CHARITIABLE FOUNDATION'S PROGRAMS INCLUDING ANTI-BULLYING, SCHOLARSHIPS, AND SUPPORT GROUPS FOR CHRONIC DISEASES AND OTHER CONDITIONS. ALSO FOR GENERAL SUPPORT OF THE ORGANIZATION. | GrantOrContributionPurposeTxt |
| Amt | $125,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,723 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $438,596 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $492,320 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $492,320 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,575 | Amt |
| Net Investment Income | $1,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY MUTUAL FUNDS | FMV | $60,970 | $60,970 |
| STOCK ETF'S | FMV | $3,420,272 | $3,420,272 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK AND INVESTMENT FEES | $7,315 | $7,315 | $0 |
| LICENSE AND PERMITS | $50 | $0 | $50 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $52,349 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $6,843 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |