TILLERY FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TILLERY FAMILY FOUNDATION (EIN 26-2702412)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-17
- IRS object ID
- 202011089349100816
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-17T14:18:14-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262702412 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tillery Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Tillery Family Foundation | InCareOfNm |
| Business Name Control | TILL | BusinessNameControlTxt |
| Phone | 9512885351 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1862 Impresivo Drive | AddressLine1Txt |
| City | Corona | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92879 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE W TILLERY | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 9512885351 | PhoneNum |
| Signature | 2020-03-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $3,685,757 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $1,899 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,899 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $60,162 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,162 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $213,312 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $492,682 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $213,312 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $275,373 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $275,373 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,053 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,053 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $9 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12,925 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $12,925 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,987 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,062 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,925 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $363,935 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $363,935 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $381,922 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,062 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $376,860 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$106,549 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $270,311 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $272,744 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $202,327 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $202,327 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,679,468 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,643,336 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,873,007 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $525,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $525,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $610,423 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,477,212 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,370,663 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,685,757 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,477,212 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,370,663 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,477,212 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,370,663 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,477,212 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,370,663 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,477,212 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$106,549 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,370,663 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,370,663 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $492,682 | GrossSalesPriceAmt |
| Cost Or Other Basis | $279,370 | CostOrOtherBasisAmt |
| Gain Or Loss | $213,312 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $213,312 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $213,312 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $275,837 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,633,792 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.075909 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $225,825 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,430,900 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065821 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $431,586 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,197,675 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.134969 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $136,475 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,609,549 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037809 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $234,487 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,560,071 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065866 | DistributionYr5Rt |
| Total Distribution | 0.380374 | TotalDistributionRt |
| Average Distribution | 0.076075 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,518,184 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $267,646 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,703 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $270,349 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $376,860 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,703 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,703 | SubtotalAmt |
| Tax Based On Investment Income | $2,703 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,512 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,512 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,191 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tillery Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9512885351 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1862 Impresivo Drive | AddressLine1Txt |
| City | Corona | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92879 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Raz Popa | ||||||||
| 1862 Impresivo Drive | Corona | CA | 92879 | VP | 1.0 | $0 | $0 | $0 |
| Whitney Popa | ||||||||
| 1862 Impresivo Drive | Corona | CA | 92879 | VP | 1.0 | $0 | $0 | $0 |
| Amanda Tillery | ||||||||
| 1862 Impresivo Drive | Corona | CA | 92879 | VP | 1.0 | $0 | $0 | $0 |
| Carol Tillery | ||||||||
| 1862 Impresivo Drive | Corona | CA | 92879 | VP | 1.0 | $0 | $0 | $0 |
| George W Tillery | ||||||||
| 1862 Impresivo Drive | Corona | CA | 92879 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| George G Tillery | ||||||||
| 1862 Impresivo Drive | Corona | CA | 92879 | VP | 1.0 | $0 | $0 | $0 |
| Jonathan Tillery | ||||||||
| 1862 Impresivo Drive | Corona | CA | 92879 | VP | 1.0 | $0 | $0 | $0 |
| Kelly Lee Tillery | ||||||||
| 1862 Impresivo Drive | Corona | CA | 92879 | VP | 1.0 | $0 | $0 | $0 |
| Timothy Tillery | ||||||||
| 1862 Impresivo Drive | Corona | CA | 92879 | VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,417,363 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $154,397 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,571,760 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,571,760 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,576 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,518,184 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $175,909 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $175,909 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,703 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,703 | TotalTaxAmt |
| Distributable Before Adj | $173,206 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $173,206 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $173,206 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $376,860 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $376,860 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,703 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $374,157 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $173,206 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $48,729 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $280,024 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $56,497 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $95,723 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $480,973 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $376,860 | QualifyingDistributionsAmt |
| Applied To Current Year | $173,206 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $203,654 | RemainingDistriFromCorpusAmt |
| Total Corpus | $684,627 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $48,729 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $635,898 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $280,024 | ExcessFromYear3Amt |
| Excess From Year2 | $56,497 | ExcessFromYear2Amt |
| Excess From Year1 | $95,723 | ExcessFromYear1Amt |
| Excess From Current Year | $203,654 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLEGRO ORGANIZATIONAL SOLUTIONS INC | |||||||
| 5535 MEMORIAL DR STE F- 811 | HOUSTON | TX | 77007 | N/A | PC | GENERAL SUPPORT | $2,500 |
| ALLEGRO ORGANIZATIONAL SOLUTIONS INC | |||||||
| 5535 MEMORIAL DR STE F- 811 | HOUSTON | TX | 77007 | N/A | PC | Goodlife CBW Fund | $5,000 |
| ALLEGRO ORGANIZATIONAL SOLUTIONS INC | |||||||
| 5535 MEMORIAL DR STE F- 811 | HOUSTON | TX | 77007 | N/A | PC | Goodlife DKI Fund | $5,000 |
| ALLEGRO ORGANIZATIONAL SOLUTIONS INC | |||||||
| 5535 MEMORIAL DR STE F- 811 | HOUSTON | TX | 77007 | N/A | PC | GENERAL SUPPORT | $1,500 |
| CALIFORNIA BAPTIST UNIVERSITY | |||||||
| 8432 MAGNOLIA AVE | RIVERSIDE | CA | 92504 | N/A | PC | General & Unrestricted | $500 |
| CALIFORNIA BAPTIST UNIVERSITY | |||||||
| 8432 MAGNOLIA AVE | RIVERSIDE | CA | 92504 | N/A | PC | CBU Leadership Institute | $50,000 |
| CAMPUS CRUSADE FOR CHRIST INC | |||||||
| 100 LAKE HART DR 2400 | ORLANDO | FL | 32832 | N/A | PC | International School Program | $50,000 |
| CAMPUS CRUSADE FOR CHRIST INC | |||||||
| 5801 N UNION BLVD STE 201 | COLORADO SPRINGS | CO | 80918 | N/A | PC | Jesus Film Project | $50,000 |
| CHARITY GLOBAL INC - CHARITY WATER | |||||||
| 40 WORTH ST STE 330 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $1,000 |
| COMMUNITY FOUNDATION OF NORTH CENTRAL WASHINGTON | |||||||
| 9 S WENATCHEE AVE | WENATCHEE | WA | 98801 | N/A | PC | The Alice Mallory Ruud Scholarship fund | $10,000 |
| CORONA LIFE SERVICES | |||||||
| 623 N MAIN ST STE D6 | CORONA | CA | 92880 | N/A | PC | General & Unrestricted | $2,500 |
| CORONA-NORCO FAMILY YOUNG MENS CHRISTIAN ASSOCIATI | |||||||
| 1331 RIVER RD | CORONA | CA | 92880 | N/A | PC | General & Unrestricted | $500 |
| CORPORATION OF GONZAGA UNIVERSITY | |||||||
| 502 E BOONE AVE | SPOKANE | WA | 99258 | N/A | PC | Business/Finance Scholarship fund | $1,000 |
| DELTA GAMMA FOUNDATION | |||||||
| 3250 RIVERSIDE DR | UPPER ARLINGTON | OH | 43221 | N/A | PC | General & Unrestricted | $1,000 |
| DELTA GAMMA FOUNDATION | |||||||
| 3250 RIVERSIDE DR | UPPER ARLINGTON | OH | 43221 | N/A | PC | Beta Omega Capital Campaign | $10,000 |
| Edmonds Elementary | |||||||
| 1215 OLYMPIC AVE | EDMONDS | WA | 98020 | N/A | GOV | General & Unrestricted | $1,000 |
| FAMILY MEDIA FACTORY INC | |||||||
| 2473 MESQUITE LN | CORONA | CA | 92882 | N/A | PC | General & Unrestricted | $20,000 |
| FREE WHEELCHAIR MISSION | |||||||
| 15279 ALTON PKWY STE 300 | IRVINE | CA | 92618 | N/A | PC | General & Unrestricted | $60,000 |
| GLOBAL MEDIA OUTREACH | |||||||
| 7160 DALLAS PKWY STE 200 | PLANO | TX | 75024 | N/A | PC | General & Unrestricted | $50,000 |
| GO FUND | |||||||
| 7111 INDIANA AVE STE 300 | RIVERSIDE | CA | 92504 | N/A | PC | General & Unrestricted | $8,500 |
| HARMONY HILL OF UNION | |||||||
| 7362 E STATE RTE 106 | UNION | WA | 98592 | N/A | PC | General & Unrestricted | $5,000 |
| INLAND YOUTH SOCCER EDUCATION PROGRAM | |||||||
| 13851 ROSWELL AVE STE E | CHINO | CA | 91710 | N/A | PC | General & Unrestricted | $250 |
| KINGDOM DEVELOPMENT INC | |||||||
| 8140 NORTHPARK DR | RIVERSIDE | CA | 92508 | N/A | PC | General & Unrestricted | $250 |
| LAUGHTER FOR ALL INC | |||||||
| 1163 MERLIN LN | CORONA | CA | 92881 | N/A | PC | General & Unrestricted | $5,000 |
| LIFESONG FOR ORPHANS INC | |||||||
| PO BOX 40 | GRIDLEY | IL | 61744 | N/A | PC | General & Unrestricted | $500 |
| NEW AMERICA SINGERS PRODUCTIONS INC | |||||||
| 1549 BELLEFONTAINE DR | RIVERSIDE | CA | 92506 | N/A | PC | General & Unrestricted | $5,000 |
| NORTH AMERICAN MISSION BOARD OF THE SOUTHERN BAPTI | |||||||
| 4200 N POINT PKWY | ALPHARETTA | GA | 30022 | N/A | PC | General & Unrestricted | $1,000 |
| PINTO PRIDE FOUNDATION FOR ACADEMIC ENRICHMENT | |||||||
| 200 CENTER AVE | MORIARTY | NM | 87035 | N/A | PC | General & Unrestricted | $1,500 |
| SANDALS CHURCH | |||||||
| 150 PALMYRITA AVE | RIVERSIDE | CA | 92507 | N/A | PC | General & Unrestricted | $2,435 |
| SOCIETY FOR PRESERVATION & ENCRGMNT OF BARBERSHOP | |||||||
| 1538 N MARTEL AVE APT 99 | LOS ANGELES | CA | 90046 | N/A | PC | General & Unrestricted | $3,000 |
| THE LET BE FOUNDATION INC | |||||||
| 14720 CENTRAL AVE | CHINO | CA | 91710 | N/A | PC | General & Unrestricted | $5,000 |
| VILLAGE CHURCH | |||||||
| 3216 W VICTORY BLVD | BURBANK | CA | 91505 | N/A | PC | General & Unrestricted | $1,500 |
| VOICE OF THE MARTYRS INC | |||||||
| 1815 SE BISON RD | BARTLESVILLE | OK | 74006 | N/A | PC | General & Unrestricted | $2,000 |
| YOUTH WITH A MISSION GLEANINGS FOR THE HUNGRY | |||||||
| PO BOX 309 | SULTANA | CA | 93666 | N/A | PC | General & Unrestricted | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $363,935 | 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 | $1,899 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,162 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $213,312 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $275,373 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $275,373 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HSBC BANK USA - 0.000% - 07/06 | $250,000 | $308,250 |
| HSBC USA INC - 0.000% - 10/05/ | $100,000 | $115,330 |
| JPMORGAN CHASE BK NOTE ZERO CO | $100,000 | $112,630 |
| MORGAN STANLEY FIN LLC MTN ZER | $75,000 | $74,213 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $14,356 | $68,309 |
| AMAZON COM | $19,290 | $114,566 |
| AMERICAN ELECTRIC POWER INC | $24,725 | $30,716 |
| AMERICAN WATER WORKS COMPANY I | $15,851 | $91,400 |
| BARCLAYS TRIGGER PLUS CYN SPX | $75,000 | $90,825 |
| BERKSHIRE HATHAWAY INC. CLASS | $50,225 | $56,625 |
| CHEVRON CORP | $28,674 | $46,396 |
| CISCO SYSTEMS INC | $42,949 | $118,078 |
| CONSTELLATION BRANDS INC | $25,136 | $74,762 |
| CONSUMER STAPLES SELECT SECTOR | $49,521 | $56,682 |
| COSTCO WHOLESALE CORPORATION | $49,947 | $95,524 |
| CROWN CASTLE INTL | $11,058 | $22,744 |
| DOMINOS PIZZA INC | $25,662 | $29,378 |
| FACEBOOK INC | $25,049 | $48,644 |
| GENERAL ELECTRIC CO | $46,801 | $26,427 |
| HOME DEPOT INC | $25,007 | $41,274 |
| HONEYWELL INTL | $28,817 | $89,208 |
| HORMEL FOODS CP | $24,867 | $26,615 |
| INTEL CORP | $33,846 | $95,760 |
| INVESCO HIGH INCOME 2023 TARGE | $50,000 | $52,750 |
| LOWES COMPANIES INC | $24,248 | $29,940 |
| MARSH AND MCLENNAN COMPANIES I | $29,009 | $77,207 |
| MONDELEZ INTERNATIONAL INC | $25,091 | $30,845 |
| MS DUAL DIRECTIONAL TRIGGER PL | $62,000 | $99,727 |
| MS TRIGGER PLUS ON SPX - 6/4/2 | $100,001 | $116,850 |
| NUVEEN HIGH INCOME NOVEMBER 20 | $140,254 | $146,396 |
| O'REILLY AUTOMOTIVE INC | $25,538 | $39,443 |
| ONE GAS INC | $2,648 | $10,106 |
| ONEOK INC | $18,314 | $32,841 |
| OPPENHEIMER LARGE CAP REVENUE | $100,741 | $139,968 |
| PAYPAL HOLDINGS, INC | $15,280 | $52,462 |
| PROSHARES S&P 500 DIVIDEND ARI | $140,915 | $163,651 |
| PUBLIC STORAGE PFD SER X - 5.2 | $61,035 | $60,744 |
| SAP AKTIENGESELL ADS | $24,450 | $40,197 |
| SERVICE CP INTL | $25,234 | $98,182 |
| T-MOBILE US INC | $25,117 | $41,563 |
| THERMO FISHER SCIENTIFIC INC | $54,636 | $143,268 |
| UNITED TECHNOLOGIES CORP | $20,217 | $35,643 |
| VALE SA | $14,650 | $6,270 |
| VISA INC | $34,838 | $150,320 |
| WEC ENERGY GROUP, INC | $32,339 | $80,701 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $12,900 | $12,900 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $5,053 | Amt |
| Net Investment Income | $5,053 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax Paid | CategoryTxt |
| Amt | $9 | Amt |
| Net Investment Income | $9 | NetInvestmentIncomeAmt |