WILL J REID FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILL J REID FOUNDATION (EIN 95-6041915)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-30
- IRS object ID
- 202543039349100649
- Schema version
- 2024v5.2
- 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
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-30T13:54:07-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463131594 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Spafford and Landry Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1849 W Redlands Blvd Suite 102 | AddressLine1Txt |
| City | Redlands | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92373 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956041915 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILL J REID FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 5622439017 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 E OCEAN BOULEVARD | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH WESTBROOK | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Pat Spafford | PreparerPersonNm |
| PTIN | P00367698 | PTIN |
| Phone | 9097921852 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,876,218 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $77,461 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $77,461 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $77,461 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $266,895 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $266,895 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $266,895 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,383,701 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,684,390 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,383,701 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,728,057 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,728,057 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $344,356 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $966 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,854 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,854 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,591 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $72,991 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $72,991 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $657 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $176 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $81,809 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,030 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $72,991 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,002,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,002,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,083,809 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,030 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,074,991 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $644,248 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,726,027 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $344,356 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $272,869 | CashBOYAmt |
| Cash EOY | $965,939 | CashEOYAmt |
| Cash EOYFMV | $965,939 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,555,968 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,059,010 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,059,010 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $617,692 | CorporateStockBOYAmt |
| Corporate Stock EOY | $516,009 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,464,804 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,559,944 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,111,404 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,385,254 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,080 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,869 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,802 | LandBOYAmt |
| Land EOY | $1,211 | LandEOYAmt |
| Land EOYFMV | $1,211 | LandEOYFMVAmt |
| Total Assets BOY | $11,009,275 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,653,573 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,876,218 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | -$14 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $36 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | -$14 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,009,289 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,653,537 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,009,289 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,653,537 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,009,275 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,653,573 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,009,289 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $644,248 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,653,537 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,653,537 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| COMMON FUND CAPITAL PARTNERS | P | 2007-08-01 | 2024-12-31 | $4,420 | $4,420 | $4,420 | |
| 250000 AMERICAN NATIONAL BANK | P | 2023-06-21 | 2024-01-23 | $250,000 | $250,000 | ||
| 250000 HTLF BANK | P | 2023-06-21 | 2024-03-26 | $250,000 | $250,000 | ||
| 250000 OLD NATIONAL BANK | P | 2023-06-16 | 2024-06-21 | $250,000 | $250,000 | ||
| 545 ISHARES MSCI EAFE ETF | P | 2004-03-10 | 2024-07-22 | $43,685 | $18,174 | $18,174 | $25,511 |
| 250000 BANK OF HOPE | P | 2023-06-08 | 2024-09-16 | $250,000 | $250,000 | ||
| 750 CH ROBINSON WORLDWIDE | P | 2005-12-19 | 2024-07-18 | $67,108 | $39,835 | $39,835 | $27,273 |
| 200 INVSC QQQ TRUST SRS 1 ETF | P | 2004-02-13 | 2024-07-22 | $95,693 | $88,322 | $88,322 | $7,371 |
| 200 INVSC QQQ TRUST SRS 1 ETF | P | 2004-02-13 | 2024-07-22 | $96,495 | $89,124 | $89,124 | $7,371 |
| 200 INVSC QQQ TRUST SRS 1 ETF | P | 2004-02-13 | 2024-08-20 | $95,967 | $88,596 | $88,596 | $7,371 |
| 200 INVSC QQQ TRUST SRS 1 ETF | P | 2004-02-13 | 2024-09-20 | $97,147 | $89,776 | $89,776 | $7,371 |
| 49 LAM RESH CORP | P | 2022-04-06 | 2024-07-15 | $52,634 | $28,183 | $28,183 | $24,451 |
| 500 ISHARES RUSSELL 2000 ETF | P | 2014-08-04 | 2024-07-23 | $110,602 | $55,552 | $55,552 | $55,050 |
| 500 ENERGY SEL SECT SPDR FD | P | 2008-07-03 | 2024-07-17 | $46,254 | $3,624 | $3,624 | $42,630 |
| 500 SPDR DIJA TRUST | P | 2007-10-22 | 2024-07-17 | $204,994 | $137,492 | $137,492 | $67,502 |
| 200 SPDR DIJA TRUST | P | 2007-10-22 | 2024-07-31 | $82,132 | $55,131 | $55,131 | $27,001 |
| 500 ENERGY SEL SECT SPDR FD | P | 2008-07-03 | 2024-07-18 | $46,999 | $4,369 | $4,369 | $42,630 |
| 400 SPDR DIJA TRUST | P | 2007-10-22 | 2024-12-04 | $180,015 | $126,014 | $126,014 | $54,001 |
| 400 SPDR DIJA TRUST | P | 2007-10-22 | 2024-12-04 | $180,455 | $126,454 | $126,454 | $54,001 |
| 10 ISHARES MSCI EAFE ETF | P | 2004-03-10 | 2024-07-22 | $804 | $336 | $336 | $468 |
| 455 ISHARES MSCI EAFE ETF | P | 2004-03-03 | 2024-07-22 | $36,471 | $15,319 | $15,319 | $21,152 |
| 490 ISHARES MSCI EAFE ETF | P | 2004-03-10 | 2024-07-23 | $39,405 | $16,469 | $16,469 | $22,936 |
| 500 ISHARES MSCI EAFE ETF | P | 2004-03-10 | 2024-08-01 | $40,039 | $16,635 | $16,635 | $23,404 |
| 250000 JPMORGAN CHASE BANK NATIONAL | P | 2023-06-05 | 2024-06-07 | $250,000 | $250,000 | ||
| 250000 SAFRA NATL BK NEW YORK | P | 2023-06-08 | 2024-06-25 | $207,000 | $207,000 | ||
| 250000 SIMMONS BANK | P | 2023-06-08 | 2024-03-13 | $250,000 | $250,000 | ||
| 200 INVSC QQQ TRUST SRS 1 ETF | P | 2004-02-13 | 2024-09-26 | $97,427 | $90,056 | $90,056 | $7,371 |
| 500 INVSC QQQ TRUST SRS 1 ETF | P | 2004-02-13 | 2024-10-29 | $250,153 | $231,727 | $231,727 | $18,426 |
| 101 LAM RESH CORP | P | 2022-04-06 | 2024-07-15 | $108,491 | $58,093 | $58,093 | $50,398 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,383,701 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,992 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $23,992 | SubtotalAmt |
| Tax Based On Investment Income | $23,992 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,972 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,972 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $979 | EsPenaltyAmt |
| Tax Due | $20,999 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH MOORE WESTBROOK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5622439017 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 E OCEAN BOULEVARD | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 908032521 | 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 |
| 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 |
|---|---|---|---|---|---|---|
| E M WESTBROOK | ||||||
| 2801 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | President | 20.00 | $0 |
| C J MOORE | ||||||
| 2801 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | Vice President | 4.00 | $0 |
| C G BURGESS | ||||||
| 2801 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | Vice President | 4.00 | $0 |
| W J HANCOCK | ||||||
| 2801 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | Chairman | 4.00 | $0 |
| W R MOORE | ||||||
| 2801 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | Vice President | 4.00 | $0 |
| H M WESTBROOK | ||||||
| 2901 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | Secretary | 4.00 | $0 |
| S R WESTBROOK | ||||||
| 2801 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | Trustee | 4.00 | $0 |
| T H SNYDER | ||||||
| 2801 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | Trustee | 4.00 | $0 |
| S D WESTBROOK | ||||||
| 2801 E OCEAN BOULEVARD | LONG BEACH | CA | 90803 | Treasurer | 4.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,047,281 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,025,206 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,072,487 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $21,072,487 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $316,087 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,756,400 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,037,820 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,037,820 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,992 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,992 | TotalTaxAmt |
| Distributable Before Adj | $1,013,828 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,013,828 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,013,828 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,074,991 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,074,991 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,013,828 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,973 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,074,991 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,973 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,013,828 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $50,190 | RemainingDistriFromCorpusAmt |
| Total Corpus | $50,190 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $50,190 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $50,190 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALGALITA MARINE RESEARCH AND EDUCAT | |||||||
| 148 NORTH MARINA DRIVE | LONG BEACH | CA | 90803 | NONE | PC | EDUCATION AND OPERATIONS | $20,000 |
| AK SMILEY LIBRARY | |||||||
| 125 W VINE STREET | REDLANDS | CA | 92373 | NONE | PC | MOR EXHIBIT & 4TH GRADE TOURS | $20,000 |
| ALGALITA MARINE RESEARCH AND EDUCAT | |||||||
| 148 NORTH MARINA DRIVE | LONG BEACH | CA | 90803 | NONE | PC | ENDOWMENT & OPERATIONS | $5,000 |
| BERKELEY STUDENT COOPERATIVE | |||||||
| 2424 RIDGE ROAD | BERKELEY | CA | 94709 | NONE | PC | GENERAL OPERATIONS | $8,000 |
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | NONE | PC | SCHOLARSHIPS AND PROGRAMMING | $5,000 |
| AUDUBON CANYON RANCH | |||||||
| PO BOX 577 | STINSON BEACH | CA | 94970 | NONE | PC | FIRE FORWARD PROGRAM | $12,000 |
| AMALGAMATED CHARITABLE FOUNDATION | |||||||
| 1825 K STREET NW | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| CAMP FIRE ANGELES | |||||||
| 7070 EAST CARSON STREET | LONG BEACH | CA | 90808 | NONE | PC | YOUTH PROGRAMS | $40,000 |
| CAMP FIRE ANGELES | |||||||
| 7070 EAST CARSON STREET | LONG BEACH | CA | 90808 | NONE | PC | GENERAL SUPPORT/WRAP PROGRAM | $40,000 |
| CENTRO LEGAL DE LA RAZA | |||||||
| 3400 E 12TH STREET | OAKLAND | CA | 94601 | NONE | PC | GENERAL OPERATIONS | $8,000 |
| ACE ACADEMY | |||||||
| 5206 BALCONES DRIVE | AUSTIN | TX | 78731 | NONE | PC | TECHNOLOGY | $10,000 |
| ANGEL'S CLOSET | |||||||
| PO BOX 648 | MENTONE | CA | 92359 | NONE | PC | FUND FOR CLOTHES | $2,000 |
| BELOVED ASHEVILLE | |||||||
| 32 OLD CHARLOTTE HWY | ASHEVILLE | NC | 28803 | NONE | PC | OPERATIONS | $20,000 |
| BERKELEY FREE CLINIC | |||||||
| 2339 DURANT AVENUE | BERKELEY | CA | 94704 | NONE | PC | OPERATIONS INCLUDING MOVING EXPENSES | $10,000 |
| DANCEBARN COLLECTIVE | |||||||
| 23129 OAK LEAF LANE | BATTLE LAKE | MN | 56515 | NONE | PC | SCHOLARSHIPS | $6,000 |
| GIVING GARDENS | |||||||
| 400 E CARROL STREET | MACOMB | IL | 61455 | NONE | PC | GENERAL SUPPORT | $5,000 |
| REDLANDS FAMILY SERVICE ASSOCIATION | |||||||
| 612 LAWTON STREET | REDLANDS | CA | 92374 | NONE | PC | DINNER IN THE GROVE | $10,000 |
| INTERVAL HOUSE | |||||||
| PO BOX 3356 | SEAL BEACH | CA | 90740 | NONE | PC | GENERAL SUPPORT | $50,000 |
| IOWA NATURAL HERITAGE FOUNDAITION | |||||||
| 505 5TH AVENUE SUITE 444 | DES MOINES | IA | 50309 | NONE | PC | PROTECT & RESOTRE IOWA'S LAND | $5,000 |
| HAWAII PREPARATORY ACADEMY | |||||||
| 65-1692 KOHALA MOUNTAIN RD | KAMUELA | HI | 96743 | NONE | PC | 31 K IT UPGRADE PROJECT, 4K ANNUAL FUND | $35,000 |
| INSTITUTE FOR THE STUDY OF HUMAN KN | |||||||
| 605 S PARKS STREET | BURBANK | CA | 91505 | NONE | PC | HOOPOE SHARE & HUMAN JOURNEY WEBSITE | $70,000 |
| HAWAII PREPARATORY ACADEMY | |||||||
| 65-1692 KOHALA MOUNTAIN RD | KAMUELA | HI | 96743 | NONE | PC | 10K AI TASK FORCE, 15K ALUMNI SUPPORT | $25,000 |
| MOBILE LOAVES AND FISHES INC | |||||||
| PO BOX 224451 | DALLAS | TX | 75222 | NONE | PC | OPERATIONS | $5,000 |
| MONICA ROS SCHOOL | |||||||
| 783 MCNEIL ROAD | OJAI | CA | 93023 | NONE | PC | OPEARTIONS | $5,000 |
| MOORE INSITITUE FOR PPR | |||||||
| 120 NORTH MARINA DRIVE | LONG BEACH | CA | 90803 | NONE | PC | ENDOWMENT | $30,000 |
| OAKLAND COMMUNITY LAND TRUST | |||||||
| 101 BROADWAY SUITE 310 | OAKLAND | CA | 94607 | NONE | PC | OPERATIONS | $10,000 |
| PROPUBLICA | |||||||
| 155 AVENUE OF THE AMERICAS 13TH FL | NEW YORK | NY | 10013 | NONE | PC | OPERATIONS | $1,000 |
| QUEER CULTURAL CENTER | |||||||
| 726 FULTON STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | OPERATIONS | $7,000 |
| LINCOLN MEMORIAL SHRINE | |||||||
| 125 W VINE STREET | REDLANDS | CA | 92373 | NONE | PC | LINCOLN DINNER SPONSORSHIP | $5,000 |
| LONG BEACH BLAST | |||||||
| 4201 LONG BEACH BLVD SUITE 201 | LONG BEACH | CA | 90807 | NONE | PC | WILL J. REID HS PROGRAM - BRIDGE TO SUCCESS | $50,000 |
| LONG BEACH ORGANIC INC | |||||||
| 148 N MARINA DRIVE | LONG BEACH | CA | 90803 | NONE | PC | GENERAL OPERATIONS | $35,500 |
| MOORE INSTITUTE FOR PPR | |||||||
| 140 N MARINA DR | LONG BEACH | CA | 90803 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| MOORE INSTITUTE FOR PPR | |||||||
| 120 N MARINA DR | LONG BEACH | CA | 90803 | NONE | PC | GENERAL OPERATIONS | $100,000 |
| MONICA ROS SCHOOL | |||||||
| 783 MCNELL ROAD | OJAI | CA | 93023 | NONE | PC | DYSLEXIA SUPPORT AND TEACHER TRAINING | $10,000 |
| MUSEUM OF REDLANDS | |||||||
| PO BOX 470 | REDLANDS | CA | 92373 | NONE | PC | SUPPORT FOR THE WILL J. REID LIBRARY AT THE MUSEUM | $25,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 9450 SW GEMINI DRIVE | BEAVERTON | OR | 97008 | NONE | PC | COLLECTIVE POWER FUND | $8,000 |
| O-HIGHER ED | |||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | NONE | PC | SNACKS FOR AFTERNOON PROGRAM | $5,000 |
| REDLANDS CHAMBER OF COMMERCE FUNDAT | |||||||
| 47 NORTH FIRST STREET | REDLANDS | CA | 92373 | NONE | PC | LEADERSHIP REDLANDS | $5,000 |
| REDLANDS COMMUNITY FOUNDATION | |||||||
| PO BOX 8908 | REDLANDS | CA | 92375 | NONE | PC | BURGESS FUND | $30,000 |
| REDLANDS FUNDATION FOR COMMERCE | |||||||
| 47 NORTH FIRST STREET | REDLANDS | CA | 92373 | NONE | PC | LEADERSHIP REDLANDS | $4,000 |
| SENSE OBJECT | |||||||
| 1970 CHESTNUT STREET | BERKELEY | CA | 94702 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| REDLANDS CONSERVANCY | |||||||
| 26930 BARTON ROAD | REDLANDS | CA | 92373 | NONE | PC | ASISTENCIA SUPPORT | $2,500 |
| PLANTING JUSTICE | |||||||
| 319 105TH AVE | OAKLAND | CA | 94601 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| REDLANDS BOWL PERFORMING ARTS | |||||||
| 168 S EUREKA ST | REDLANDS | CA | 92373 | NONE | PC | SUMMER SESSION | $6,000 |
| ST STEPHENS EPISCOPAL SCHOOL | |||||||
| 6500 ST STEPHENS DRIVE | AUSTIN | TX | 78749 | NONE | PC | OPERATIONS | $10,000 |
| REDLANDS SYMPHONY ORCHESTRA | |||||||
| 112 E OLIVE AVE SUITE C | REDLANDS | CA | 92373 | NONE | PC | SYMPHONY SUPPORT | $5,000 |
| STOP SCAMS ALLIANCE | |||||||
| 1457 BEULAH ROAD | VIENNA | VA | 22182 | NONE | PC | OPERATIONS | $20,000 |
| TANAGER PLACE | |||||||
| 2309 C STREET SW | CEDAR RAPIDS | IA | 52404 | NONE | PC | EMPOWERING FAMILIES | $5,000 |
| SOCIAL GOOD FUND | |||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | NONE | PC | MASK OAKLAND | $4,000 |
| THE EMMA GOLDEN CLINIC | |||||||
| 227 NORTH DUBUQUE STREET | IOWA CITY | IA | 52245 | NONE | PC | REPRODUCTIVE & GYNECOLOGY EDUCATION | $5,000 |
| THE OCEAN FOUNDATION | |||||||
| 1320 19TH ST NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | PC | PRO ESTEROS | $23,500 |
| SHAWL-ANDERSON DANCE CENTER | |||||||
| 2704 ALCATRAZ AVE | BERKELEY | CA | 94705 | NONE | PC | QUEER DANCE FESTIVAL | $6,000 |
| SOGOREA TE LAND TRUST | |||||||
| 2501 HARRISON STREET | OAKLAND | CA | 94612 | NONE | PC | GENERAL OPERATIONS | $7,000 |
| THE TREVOR PROJECT | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | OPERATIONS | $4,000 |
| TRANSGENDER LAW PROJECT | |||||||
| PO BOX 741803 | LOS ANGELES | CA | 90074 | NONE | PC | OPERATIONS | $8,000 |
| UNIVERSITY OF REDLANDS | |||||||
| PO BOX 3080 | REDLANDS | CA | 92373 | NONE | PC | VARIOUS PROGRAMS | $55,000 |
| UNITED ACTION FOR YOUTH | |||||||
| PO BOX 892 | IOWA CITY | IA | 52244 | NONE | PC | SUPPORT YOUTH SERVICE | $5,000 |
| WM KECK OBSERVATORY | |||||||
| 65-1120 MAMALOHA HWY | KAMUELA | HI | 96743 | NONE | PC | DEIMOS INSTRUMENT UPGRADE | $20,000 |
| WOMEN SHELTER OF LONG BEACH | |||||||
| PO BOX 17098 | LONG BEACH | CA | 90807 | NONE | PC | OPERATIONS | $10,000 |
| YMCA OF THE EAST VALLEY | |||||||
| 500 E CITRUS AVENUE | REDLANDS | CA | 92373 | NONE | PC | SUPPORT FOR SAFETY AROUND WATER | $10,000 |
| ZERO WASTE USA | |||||||
| 1028 FAIR OAKS AVENUE | ALAMEDA | CA | 94501 | NONE | SUPPORT FOR ACTIVISM | $5,000 | |
| REDLANDS COMMUNITY FOUNDATION | |||||||
| PO BOX 8908 | REDLANDS | CA | 92375 | NONE | OPERATIONS | $24,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,002,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,461 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $266,895 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,420 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,379,281 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $348,776 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,379,281 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,728,057 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| UPHOLSTERY FOR CONFERENCE ROOM FURN | 2016-06-06 | $4,815 | $3,615 | SL | 10.0000 | $482 |
| MAC LAPTOP | 2019-06-13 | $2,421 | $2,178 | SL | 5.0000 | $202 |
| DELL LAPTOP AND DELL COMPUTER | 2020-03-29 | $4,533 | $3,174 | SL | 5.0000 | $907 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | EOYFMVEOYFMVAmt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $1,211 | |||
| Miscellaneous | $12,080 | $10,869 | $1,211 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $966 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT EXPENSE | $176 | $176 |
| OFFICE SUPPLIES AND EXPENSES | $481 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD LIABILITY | Desc |
| BOY Book Value | -$14 | BOYBookValueAmt |
| EOY Book Value | $36 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $1,854 | Amt |
| Net Investment Income | $1,854 | NetInvestmentIncomeAmt |