TAILWINDS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TAILWINDS CHARITABLE FOUNDATION INC (EIN 13-4201151)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202543169349102589
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T13:56:11-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 | 134201151 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAILWINDS CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O RD CAPITAL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAIL | BusinessNameControlTxt |
| Phone | 9098440859 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 GREAT NECK ROAD 416 | AddressLine1Txt |
| City | GREAT NECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSS DWORMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9098440859 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT ZIMMERMAN | PreparerPersonNm |
| PTIN | P00759692 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| 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 | $14,713,212 | 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 | $88 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $88 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $400,276 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $400,276 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,098 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $661,846 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,098 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $87,098 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $87,098 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $496,560 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $496,560 | 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 | $8,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,614 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,614 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,174 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,629 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $545 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,138 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,243 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,895 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $653,897 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $653,897 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $682,035 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,243 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $670,792 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$185,475 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $485,317 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $968 | CashBOYAmt |
| Cash EOY | $723 | CashEOYAmt |
| Cash EOYFMV | $723 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $554,471 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $136,223 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $136,223 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $12,227,024 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,460,042 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,576,266 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,782,463 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,596,988 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,713,212 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,782,463 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,596,988 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,782,463 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,596,988 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,782,463 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,596,988 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,782,463 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$185,475 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,596,988 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,596,988 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| ADAR1 PARTNERS (BVI), LTD. | P | $4,318 | $4,318 | $4,318 | |
| PUBLICLY TRADED SECURITIES | P | $656,918 | $4,170 | $4,170 | $652,748 |
| SCHEDULE K-1 CAPITAL GAIN/LOSS | P | $610 | $610 | $610 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,098 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,746 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,746 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,746 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,824 | 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 | $16,824 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,078 | OverpaymentAmt |
| Applied To ES Tax | $10,078 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| 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 | WWW.TAILWINDSCHARITABLE.ORG | WebsiteAddressTxt |
| Individual With Books | TAILWINDS CHARITABLE FOUNDATION | IndividualWithBooksNm |
| Phone | 9098440859 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 GREAT NECK ROAD SUITE 416 | AddressLine1Txt |
| City | GREAT NECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11021 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ROSS DWORMAN | ||||||||
| PO BOX 7606 | REDLANDS | CA | 92375 | TREASURER | 5.00 | $0 | $0 | $0 |
| LAURA SMITH ROETHE | ||||||||
| PO BOX 7606 | REDLANDS | CA | 92375 | SECRETARY | 5.00 | $0 | $0 | $0 |
| SARAH KATHERINE DWORMAN | ||||||||
| PO BOX 7606 | REDLANDS | CA | 92375 | PRESIDENT | 5.00 | $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 | $13,046,180 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $456,192 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,461,611 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,963,983 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,963,983 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $224,460 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,739,523 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $736,976 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $736,976 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,746 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,746 | TotalTaxAmt |
| Distributable Before Adj | $730,230 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $730,230 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $730,230 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $670,792 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $670,792 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $730,230 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $107,927 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $202,535 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $454,106 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $15,066 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $779,634 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $670,792 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $670,792 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $59,438 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $59,438 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $720,196 | 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 | $48,489 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $671,707 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $202,535 | ExcessFromYear4Amt |
| Excess From Year3 | $454,106 | ExcessFromYear3Amt |
| Excess From Year1 | $15,066 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROSS DWORMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CITY HARVEST | |||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $25,000 | |
| COMPASSION INTERNATIONAL | |||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | PC | GENERAL SUPPORT | $4,022 | |
| FAMILY SERVICE ASSOCIATION OF REDLANDS | |||||||
| 612 LAWTON ST | REDLANDS | CA | 92374 | PC | GENERAL SUPPORT | $1,000 | |
| HAPPY TRAILS FOR KIDS | |||||||
| 2525 OCEAN PARK BLVD 104 | SANTA MONICA | CA | 90405 | PC | GENERAL SUPPORT | $398,000 | |
| HARRIETT BUHAI CENTER FOR FAMILY LAW | |||||||
| 3250 WILSHIRE BLVD SUITE 710 | LOS ANGELES | CA | 90010 | PC | GENERAL SUPPORT | $2,500 | |
| INTERNATIONAL WILDLIFE COEXISTENCE NETWORK | |||||||
| 9169 W STATE STREET 1014 | GARDEN CITY | ID | 83714 | PC | GENERAL SUPPORT | $25,000 | |
| LANDMARK COLLEGE | |||||||
| 19 RIVER ROAD | SOUTH PUTNEY | VT | 05346 | PC | GENERAL SUPPORT | $5,000 | |
| MDI YMCA | |||||||
| 21 PARK STREET | BAR HARBOR | ME | 04609 | PC | GENERAL SUPPORT | $1,000 | |
| MONTESSORI IN REDLANDS | |||||||
| 1890 ORANGE AVENUE | REDLANDS | CA | 92373 | PC | GENERAL SUPPORT | $1,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $500 | |
| PALOS VERDES PENINSULA LAND CONSERVANCY | |||||||
| POBOX 3427 | PALOS VERDES PENINSULA | CA | 90274 | PC | GENERAL SUPPORT | $6,375 | |
| PLAYERS PHILANTHROPY FUND | |||||||
| 522 NOTTINGHAM ROAD | BALTIMORE | MD | 21229 | PC | GENERAL SUPPORT | $100,000 | |
| PREDATOR HEALING PROJECT | |||||||
| 175 HUTTON RANCH ROAD STE 103 | KALISPELL | MT | 59901 | PC | GENERAL SUPPORT | $11,000 | |
| REDLANDS CONSERVANCY | |||||||
| 26930 BARTON ROAD | REDLANDS | CA | 92373 | PC | GENERAL SUPPORT | $1,000 | |
| SALANTER AKIBA RIVERDALE ACADEMY | |||||||
| 655 WEST 254TH STREET | NEW YORK | NY | 10471 | PC | GENERAL SUPPORT | $5,000 | |
| TOBY'S PLACE | |||||||
| 506 PINE STREET | MCCALL | ID | 83638 | PC | GENERAL SUPPORT | $2,500 | |
| VISTAS FOR CHILDREN | |||||||
| 46-E PENNINSULA CENTER DRIVE SUITE | ROLLING HILLS ESTATES | CA | 90274 | PC | GENERAL SUPPORT | $5,000 | 295 |
| WAGS & WALKS | |||||||
| 2236 FEDERAL AVE | LOS ANGELES | CA | 90064 | PC | GENERAL SUPPORT | $9,000 | |
| WELLNESS IN THE SCHOOLS | |||||||
| 31 W 125TH STREET 5TH FLOOR | NEW YORK | NY | 10027 | PC | GENERAL SUPPORT | $25,000 | |
| WHITEFISH COMMUNITY FOUNDATION | |||||||
| PO BOX 1060 | WHITEFISH | MT | 59937 | PC | GENERAL SUPPORT | $25,000 | |
| YOUTH HOPE | |||||||
| PO BOX 7803 | REDLANDS | CA | 92375 | PC | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $653,897 | 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 | $88 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $400,276 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,098 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,098 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $496,560 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $496,560 | 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 | TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $8,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,850 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADAR1 PARTNERS (BVI), LTD | AT COST | $574,254 | $610,406 |
| PRIMA MORTGAGE INVESTMENT TRUST LLC | AT COST | $872,434 | $851,205 |
| PIMCO INCOME INSTL | AT COST | $945,656 | $869,867 |
| ISHARES CORE DIVIDEND | AT COST | $1,782,749 | $2,597,760 |
| ISHARES 0 TO 3 MNTH | AT COST | $582,943 | $583,408 |
| ISHS MSCI INTL QUALITY | AT COST | $1,513,999 | $1,636,484 |
| VANGUARD REAL ESTATE | AT COST | $2,212,484 | $2,265,570 |
| VANGUARD SHRT INF PROT | AT COST | $621,413 | $637,829 |
| VANGUARD TOTAL | AT COST | $1,600,955 | $1,682,783 |
| VANGUARD TOTAL STOCK | AT COST | $1,753,155 | $2,840,954 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS LICENSE & PERMITS | $100 | $0 | $100 |
| MISCELLANEOUS EXPENSES | $10 | $10 | $0 |
| REGISTERED AGENT FEE | $445 | $0 | $445 |
| SCHEDULE K-1 EXPENSES | $3,619 | $3,619 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PFIC INCOME | $47,753 | $47,753 | $47,753 |
| SCHEDULE K-1 INCOME/LOSS | $39,345 | $39,345 | $39,345 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,500 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $7,614 | Amt |
| Net Investment Income | $7,614 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |