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RIVERSIDE MEDICAL CLINIC FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
RIVERSIDE MEDICAL CLINIC FOUNDATION (EIN 33-0099694)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-13
IRS object ID
202013189349102426
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-13T12:58:48-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330770910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHRISTENSON OREJEL ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15005 LA MART DRIVE SUITE 100AAddressLine1Txt
CityRIVERSIDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92507ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330099694EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RIVERSIDE MEDICAL CLINIC FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRIVEBusinessNameControlTxt
Phone9516822753PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2605AddressLine1Txt
CityRIVERSIDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP925162605ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUE A KINSINGERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9516822753PhoneNum
Signature2020-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALICIA OREJELPreparerPersonNm
PTINP00847432PTIN
Phone9517849552PhoneNum
Preparation2020-11-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address47.41.56.22IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-09IPDt
IP Tm15:05:00IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1520D560C8A61838F44317DA04290CE9760B3385AtSubmissionCreationDeviceId
At Submission Filing Device Id1520D560C8A61838F44317DA04290CE9760B3385AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,959,335FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$27InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$27InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$89,002DividendsRevAndExpnssAmt
Dividends Net Invst Incm$89,002DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$41,289NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$736,059GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$41,289CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$130,318TotalRevAndExpnssAmt
Total Net Invst Incm$130,318TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,145AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$800AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,245TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,235TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$10TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,851OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,732OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$119OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,241TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,767TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$129TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$220,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$220,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$226,241TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,767TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$220,129TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$95,923ExcessRevenueOverExpensesAmt
Net Investment Income$125,551NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$232,950SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$238,504SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$238,504SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$2,045PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$2,045PrepaidExpensesEOYFMVAmt
Other Investments BOY$2,479,770OtherInvestmentsBOYAmt
Other Investments EOY$2,718,786OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,718,786OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,712,720TotalAssetsBOYAmt
Total Assets EOY$2,959,335TotalAssetsEOYAmt
Total Assets EOYFMV$2,959,335TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,675AccountsPayableBOYAmt
Grants Payable BOY$220,000GrantsPayableBOYAmt
Grants Payable EOY$220,000GrantsPayableEOYAmt
Other Liabilities BOY$642OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$222,317TotalLiabilitiesBOYAmt
Total Liabilities EOY$220,000TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,490,403NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,739,335NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,490,403TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,739,335TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,712,720TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,959,335TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,490,403TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$95,923ExcessRevenueOverExpensesAmt
Other Increases$344,855OtherIncreasesAmt
Subtotal$2,739,335SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,739,335TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWABP$355,908$342,317$13,591$13,591
CHARLES SCHWABP$380,151$352,453$27,698$27,698
FieldValueIRS element (for citing)
Capital Gain Net Income$41,289CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$220,085AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,810,195NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.078317DistributionYr1Rt
Adjusted Qlfy Distri Yr2$220,086AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,839,522NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.077508DistributionYr2Rt
Adjusted Qlfy Distri Yr3$226,731AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,813,072NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.080599DistributionYr3Rt
Adjusted Qlfy Distri Yr4$207,422AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,934,953NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.070673DistributionYr4Rt
Adjusted Qlfy Distri Yr5$267,073AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,021,266NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.088398DistributionYr5Rt
Total Distribution0.395495TotalDistributionRt
Average Distribution0.079099AverageDistributionRt
Net Vl Noncharitable Assets$2,739,652NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$216,704AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,256NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$217,960AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$220,129QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,256InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,256SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,256TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,280EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$2,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,280TotalPaymentsAndCreditsAmt
Es Penalty$19EsPenaltyAmt
Overpayment$4,005OverpaymentAmt
Applied To ES Tax$4,005AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressRIVFOUND.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RIVERSIDE MEDICAL CLINIC FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9516822753PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17177 BROCKTON AVE SUITE 220AddressLine1Txt
CityRIVERSIDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92506ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL J MARLATT ATTORNEY
7177 BROCKTON AVE SUITE 220RIVERSIDECA92506PRESIDENT1.00$0$0$0
SUE KINSINGER
7177 BROCKTON AVE SUITE 220RIVERSIDECA92506TREASURER2.00$0$0$0
DEBRA A CHURCH
7177 BROCKTON AVE SUITE 220RIVERSIDECA92506SECRETARY1.00$0$0$0
RUTHAN SMITH
7177 BROCKTON AVE SUITE 220RIVERSIDECA92506MEMBER1.00$0$0$0
CRAIG MARSHALL ATTORNEY
7177 BROCKTON AVE SUITE 220RIVERSIDECA92506MEMBER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION GRANTS FUNDS TO COMMUNITY ORGANIZATIONS SUPPORTING HEALTH EDUCATION.Description1Txt
Expenses1$220,000Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,747,316AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$34,057AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,781,373TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,781,373AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$41,721CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,739,652NetVlNoncharitableAssetsAmt
Minimum Investment Return$136,983MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$136,983MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,256TaxBasedOnInvestmentIncomeAmt
Total Tax$1,256TotalTaxAmt
Distributable Before Adj$135,727DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$135,727DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$135,727DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$220,129ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$220,129QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,256PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$218,873AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$135,727DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$121,208ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$62,838ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$88,706ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$83,627ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$82,816ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$439,195TotalExcessDistributionCyovAmt
Qualifying Distributions$220,129QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$135,727AppliedToCurrentYearAmt
Remaining Distri From Corpus$84,402RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$523,597TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$121,208ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$402,389ExcessDistriCyovToNextYrAmt
Excess From Year4$62,838ExcessFromYear4Amt
Excess From Year3$88,706ExcessFromYear3Amt
Excess From Year2$83,627ExcessFromYear2Amt
Excess From Year1$82,816ExcessFromYear1Amt
Excess From Current Year$84,402ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1RIVERSIDE MEDICAL CLINIC CHARITABLE FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line17177 BROCKTON AVENUE SUITE 220AddressLine1Txt
CityRIVERSIDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92506ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPUBLIC CHARITYRecipientFoundationStatusTxt
Grant Or Contribution PurposeTO SUPPORT THE CHARITABLE FOUNDATION'S PROGRAMS INCLUDING ANTI-BULLYING, SCHOLARSHIP, AND SUPPORT GROUPS FOR CHRONIC DISEASES AND OTHER CONDITIONS. ALSO GENERAL SUPPORT FOR THE CHARITABLE FOUNDATION.GrantOrContributionPurposeTxt
Amt$220,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$220,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$89,002ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$41,289ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$130,318ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$130,318TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$2,145Amt
Net Investment Income$800NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BOND MUTUAL FUNDSFMV$1,048,318$1,048,318
EQUITY MUTUAL FUNDSFMV$884,606$884,606
STOCK ETF'SFMV$785,862$785,862

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK AND INVESTMENT FEES$2,732$2,732$0
LICENSE AND PERMITS$50$0$50
BUSINESS MEALS$69$0$69

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN (LOSS) ON INVESTMENTSDesc
Amt$344,855Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCISE TAXES PAYABLEDesc
BOY Book Value$642BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryOTHER TAXESCategoryTxt
Amt$1,245Amt
Net Investment Income$1,235NetInvestmentIncomeAmt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt