NATIONAL GIVING FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL GIVING FOUNDATION INC (EIN 84-3856850)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349322219
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T16:48:56-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18500 VON KARMAN AVE 10TH FLOOR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843856850 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL GIVING FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 9093356810 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 135 | AddressLine1Txt |
| City | MENTONE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92359 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSHUA LINDSEY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 9093356810 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN YACKER | PreparerPersonNm |
| PTIN | P00401346 | PTIN |
| Phone | 9492222999 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JOSHUA LINDSEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 135 | AddressLine1Txt |
| City | MENTONE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92359 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,545,805 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2019 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | FOSTERING WELFARE FOR THOSE IN NEED VIA SERVICES WHERE PUBLIC OR PRIVATE AID IS UNAVAILABLE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 2 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,675 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,675 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$6,804,464 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,092,528 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,075,209 | PYOtherRevenueAmt |
| CY Other Revenue | $449,602 | CYOtherRevenueAmt |
| PY Total Revenue | -$5,725,580 | PYTotalRevenueAmt |
| CY Total Revenue | $4,545,805 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,516,639 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,320,161 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,000 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,000 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $91 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,018 | PYOtherExpensesAmt |
| CY Other Expenses | $13,583 | CYOtherExpensesAmt |
| PY Total Expenses | $1,536,657 | PYTotalExpensesAmt |
| CY Total Expenses | $4,338,744 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,262,237 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $207,061 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $60,221,287 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,428,348 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $60,221,287 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $60,428,348 | NetAssetsOrFundBalancesEOYAmt |
| Mission | IMPROVING THE LIVES OF THE NEEDY, IN ALL AREAS OF THEIR LIVES WITH WHICH ASSISTANCE IS NEEDED, BUT OTHERWISE UNAVAILABLE OR REJECTED THROUGH PRIVATE OR GOVERNMENT SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,320,161 | ExpenseAmt |
| Grant | $4,320,161 | GrantAmt |
| Desc | FOOD DRIVES TO SUPPORT THE NEEDY IN THE COMMUNITY LOCAL TO THE ORGANIZATION'S HEADQUARTERS. GIFTING OF ASSETS CONTRIBUTED TO THE ORGANIZATION, TO OTHER ORGANIZATIONS WITH SIMILAR GOALS TO SUPPORT THEIR PROGRAMS AND/OR ACTIVITIES, WHICH MAY INCLUDE SUPPORT OF ANTI-HUMAN TRAFFICKING ACTIVITES; DRUG EDUCATION, PREVENTION, INTEVENTION AND/OR REHABILITATION; ASSISTANCE TO DISABLED VETERANS. AWARDING OF GRANTS AND SCHOLARSHIPS SHALL BE CONSIDERED UPON RECEIVING SUFFICIENT CONTRIBUTIONS TO ADOPT AND DEVELOP SUCH PROGRAMS, TO ASSIST NEEDY INDIVIDUALS IN PROMOTING THEIR SELF-SUFFICIENCY AND SUCCESS. | Desc |
| Total Program Service Expenses | $4,320,161 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 2 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSHUA LINDSEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9093356810 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 135 | AddressLine1Txt |
| City | MENTONE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92359 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (2 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOSHUA LINDSEY | ||||||
| CEO | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| EDWARD COTNEY | ||||||
| CCO | 5.00 | Yes (X) | Yes (X) | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,675 | AllOtherContributionsAmt |
| Total Contributions | $3,675 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,909,960 | TotalRevenueColumnAmt |
| Exclusion | $1,909,960 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $448,838 | TotalRevenueColumnAmt |
| Exclusion | $448,838 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,182,568 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,182,568 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,182,568 | TotalRevenueColumnAmt |
| Exclusion | $2,182,568 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $764 | TotalRevenueColumnAmt |
| Exclusion | $764 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $764 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,545,805 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,542,130 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,320,161 | TotalAmt |
| Program Services | $4,320,161 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Management And General | $5,000 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000 | TotalAmt |
| Management And General | $6,000 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,400 | TotalAmt |
| Management And General | $7,400 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183 | TotalAmt |
| Management And General | $92 | ManagementAndGeneralAmt |
| Fundraising | $91 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,338,744 | TotalAmt |
| Program Services | $4,320,161 | ProgramServicesAmt |
| Management And General | $18,492 | ManagementAndGeneralAmt |
| Fundraising | $91 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,553 | BOYAmt |
| EOY | $274,893 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,886,734 | BOYAmt |
| EOY | $60,153,455 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,221,287 | BOYAmt |
| EOY | $60,428,348 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,221,287 | BOYAmt |
| EOY | $60,428,348 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,221,287 | BOYAmt |
| EOY | $60,428,348 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,221,287 | BOYAmt |
| EOY | $60,428,348 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $207,061 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,280,731 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,032 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,675 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,675 | CurrentTaxYearAmt |
| Total | $21,331,787 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,280,731 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,032 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,675 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,675 | CurrentTaxYearAmt |
| Total | $21,331,787 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $21,331,787 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,426,635 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,955,002 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,983,439 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,297,365 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,358,798 | CurrentTaxYearAmt |
| Total | $44,021,239 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $764 | CurrentTaxYearAmt |
| Total | $1,014 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $65,354,040 | TotalSupportAmt |
| Public Support CY170 | 0.32640 | PublicSupportCY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | THE ORGANIZATION QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION FOR PURPOSE OF IRC SECTION 170(B)(1)(A)(VI) UNDER THE "FACTS AND CIRCUMSTANCES" TEST. THE ORGANIZATION RECEIVED IN EXCESS OF 10% OF ITS SUPPORT FROM PUBLIC SOURCES AND IS ORGANIZED AND OPERATED TO ATTRACT NEW PUBLIC SUPPORT ON A CONTINUING BASIS. THE ORGANIZATION ANTICIPATES AN INCREASE IN PUBLIC SUPPORT IN EXCESS OF 33% IN FUTURE YEARS, CORRESPONDING WITH THE DEPLOYMENT OF NEW INITIATIVES DESIGNED TO EXPAND AND SUSTAIN PUBLIC ENGAGEMENT. | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2020 AMOUNT: $ 250. REFUNDS - 2024 AMOUNT: $ 764. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS-OTH SECS (DETAIL)-990 | Desc |
| Book Value | $60,153,455 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $60,153,455 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,545,041 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,545,041 | RevenueSubtotalAmt |
| Other Revenues Not Included | $764 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $764 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,545,805 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,337,980 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$764 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$764 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,338,744 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,338,744 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION WAS ORIGINALLY FORMED AS A NOT-FOR-PROFIT ORGANIZATION, EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE STATE OF CALIFORNIA GRANTED A COMPARABLE EXEMPTION. THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF THEIR POLICIES AND PROCEDURES, REVIEW OF THEIR REGULAR TAX FILINGS AND DISCUSSION WITH OUTSIDE EXPERTS. THE FOUNDATION'S INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD GENERALLY FOR THREE AND FOUR YEARS AFTER THEY WERE FILED, RESPECTIVELY. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REFUNDS 764. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | REFUNDS -764. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BEUNCOMMON INC | |||||||||||
| 5910 S UNIVERSITY BLVD STE C-18 PO | BOX 237 | GREENWOOD VILLAGE | CO | 80121 | 883937101 | 501(C)(3) | $366,098 | $0 | GENERAL OPERATING SUPPORT | ||
| JP MORGAN CHARITABLE GIVING FUND | |||||||||||
| 165 TOWNSHIP LINE RD SUITE 1200 | JENKINTOWN | PA | 19046 | 237825575 | 501(C)(3) | $173,579 | $0 | GENERAL OPERATING SUPPORT | |||
| RISING TOGETHER | |||||||||||
| 13991 SAGE HOLLOW DR | DRAPER | UT | 84020 | 992501804 | 501(C)(3) | $47,600 | $2,995,784 | GENERAL OPERATING SUPPORT | FMV | LLC INTEREST | |
| MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC | |||||||||||
| 2000 WESTCHESTER AVE 1NC | PURCHASE | NY | 10577 | 577082731 | 501(C)(3) | $28,571 | $0 | GENERAL OPERATING SUPPORT | |||
| BARN BUDDIES RESCUE | |||||||||||
| 7222 WEST GRAND TETON DR | LAS VEGAS | NV | 89131 | 800926827 | 501(C)(3) | $86,667 | $0 | GENERAL OPERATING SUPPORT | |||
| HUMANE SOCIETY OF THE UNITED STATES | |||||||||||
| 1255 23RD ST NW SUITE 450 | WASHINGTON | DC | 20337 | 530225390 | 501(C)(3) | $30,000 | $0 | GENERAL OPERATING SUPPORT | |||
| BREAKTHROUGH T1D FKA JDRF INTERNATIONAL | |||||||||||
| PO BOX 5021 | HAGERSTOWN | MD | 21741 | 231907729 | 501(C)(3) | $50,000 | $0 | GENERAL OPERATING SUPPORT | |||
| THE CLEVELAND CLINIC FOUNDATION | |||||||||||
| PO BOX 931517 | CLEVELAND | OH | 44115 | 340714585 | 501(C)(3) | $100,000 | $0 | GENERAL OPERATING SUPPORT | |||
| OAK VALLEY CHURCH | |||||||||||
| 9580 CALIMESA BLVD | CALIMESA | CA | 92320 | 330437278 | 501(C)(3) | $47,619 | $0 | GENERAL OPERATING SUPPORT | |||
| FIDELITY INVESTMENT CHARITABLE GIFT FUND | |||||||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | 110303001 | 501(C)(3) | $390,095 | $0 | GENERAL OPERATING SUPPORT | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF GRANTS OR ASSISTANCE, THE GRANTEES' ELIGIBILITY, AND THE SELECTION CRITERIA USED. THIS INCLUDES VERIFYING THE GRANT APPLICANT'S STATUS VIA THE IRS WEBSITE, VERIFYING THEIR GOALS ALIGN WITH THE ORGANIZATION'S MISSION, REVIEWING AND COMPLETING ALL NECESSARY DOCUMENTATION, AND SYSTEMATICALLY ARCHIVING ALL APPROVALS AND DENIALS FOR GRANTEES. REGARDING MONITORING THE USE OF GRANT FUNDS, THE ORGANIZATION PRIMARILY DISBURSES GRANTS TO OTHER 501(C)(3) ORGANIZATIONS, WHICH HAVE RECEIVED TAX EXEMPT DETERMINATION STATUS FROM THE IRS, TRUSTING THE ACCURACY OF THE IRS DATABASE. WHILE THE ORGANIZATION DOES NOT DIRECTLY OVERSEE DAY-TO-DAY OPERATIONS, IT MAY CONDUCT PERIODIC REVIEWS OR REQUIRE FINANCIAL REPORTS TO CONFIRM COMPLIANCE AND ASSESS THE IMPACT OF FUNDING. OVERALL, THE ORGANIZATION'S PROCESS DEMONSTRATES AN EFFORT TO MAINTAIN RECORDS AND MONITOR GRANT FUNDS, ENSURING ACCOUNTABILITY AND ALIGNMENT WITH INTENDED PURPOSES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT WAS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | COMPLIANCE IS REVIEWED ANNUALY. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE PROVIDED UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANONYMOUS | ||||||||||||
| PO BOX 135 | MENTONE | CA | 92359 | INVESTMENT MANAGEMENT | CO | NATIONAL GIVING FOUNDATION | EXCLUDED FROM TAX | -$1,283,744 | $5,769,879 | 0 | 0 | 0.95000 |
| ANONYMOUS | ||||||||||||
| PO BOX 135 | MENTONE | CA | 92359 | INVESTMENT MANAGEMENT | UT | NATIONAL GIVING FOUNDATION | EXCLUDED FROM TAX | -$402,806 | 0 | 0 | ||
| ANONYMOUS | ||||||||||||
| PO BOX 135 | MENTONE | CA | 92359 | INVESTMENT MANAGEMENT | AZ | NATIONAL GIVING FOUNDATION | EXCLUDED FROM TAX | -$20,417 | $482,663 | 0 | 0 | 0.95000 |
| ANONYMOUS | ||||||||||||
| PO BOX 135 | MENTONE | CA | 92359 | INVESTMENT MANAGEMENT | NV | NATIONAL GIVING FOUNDATION | EXCLUDED FROM TAX | -$1,624,746 | $12,914,166 | 0 | 0 | 0.95000 |
| ANONYMOUS | ||||||||||||
| PO BOX 135 | MENTONE | CA | 92359 | INVESTMENT MANAGEMENT | CA | NATIONAL GIVING FOUNDATION | EXCLUDED FROM TAX | -$138,252 | $2,353,762 | 0 | 0 | 0.99000 |
| ANONYMOUS | ||||||||||||
| PO BOX 135 | MENTONE | CA | 92359 | INVESTMENT MANAGEMENT | CO | NATIONAL GIVING FOUNDATION | EXCLUDED FROM TAX | $1,128,512 | $6,584,818 | 0 | 0 | 0.95000 |
| ANONYMOUS | ||||||||||||
| PO BOX 135 | MENTONE | CA | 92359 | INVESTMENT MANAGEMENT | CO | NATIONAL GIVING FOUNDATION | EXCLUDED FROM TAX | $1,132,382 | $6,606,734 | 0 | 0 | 0.95000 |
| ANONYMOUS | ||||||||||||
| PO BOX 135 | MENTONE | CA | 92359 | INVESTMENT MANAGEMENT | CO | NATIONAL GIVING FOUNDATION | EXCLUDED FROM TAX | $4,352,476 | $6,920,751 | 0 | 0 | 0.95000 |
| ANONYMOUS | ||||||||||||
| PO BOX 135 | MENTONE | CA | 92359 | INVESTMENT MANAGEMENT | CO | NATIONAL GIVING FOUNDATION | EXCLUDED FROM TAX | $4,352,476 | $6,920,751 | 0 | 0 | 0.95000 |
| ANONYMOUS | ||||||||||||
| PO BOX 135 | MENTONE | CA | 92359 | INVESTMENT MANAGEMENT | NV | NATIONAL GIVING FOUNDATION | EXCLUDED FROM TAX | -$1,138,793 | $582,013 | 0 | 0 | 0.95000 |
| ANONYMOUS | ||||||||||||
| PO BOX 135 | MENTONE | CA | 92359 | INVESTMENT MANAGEMENT | NV | NATIONAL GIVING FOUNDATION | EXCLUDED FROM TAX | -$348,355 | $4,937,824 | 0 | 0 | 0.95000 |
| ANONYMOUS | ||||||||||||
| PO BOX 135 | MENTONE | CA | 92359 | INVESTMENT MANAGEMENT | CA | NATIONAL GIVING FOUNDATION | EXCLUDED FROM TAX | -$461,170 | 0 | 0 | ||
| ANONYMOUS | ||||||||||||
| PO BOX 135 | MENTONE | CA | 92359 | INVESTMENT MANAGEMENT | CO | NATIONAL GIVING FOUNDATION | EXCLUDED FROM TAX | -$961,863 | $6,080,092 | 0 | 0 | 0.95000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |