RIVERSIDE MEDICAL CLINIC FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RIVERSIDE MEDICAL CLINIC FOUNDATION (EIN 33-0099694)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349106022
- 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 Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T15:51:38-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273401331 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALICIA OREJEL CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1175 IDAHO STREET SUITE 203 | AddressLine1Txt |
| City | REDLANDS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92374 | 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 | 330099694 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIVERSIDE MEDICAL CLINIC FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RIVE | BusinessNameControlTxt |
| Phone | 9516822753 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2605 | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92516 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUE KINSINGER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9513216510 | PhoneNum |
| Signature | 2025-11-14 | 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 | ALICIA OREJEL | PreparerPersonNm |
| PTIN | P00847432 | PTIN |
| Phone | 9092560975 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $3,011,743 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $108 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $108 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $70,936 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,936 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $142,525 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,003,499 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $142,525 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $213,569 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $213,569 | 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 | $4,480 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,480 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,816 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,068 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,039 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,364 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,569 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $167,364 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,569 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $46,205 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $199,000 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,663 | CashBOYAmt |
| Cash EOY | $6,799 | CashEOYAmt |
| Cash EOYFMV | $6,799 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $303 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $2,818,031 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,004,944 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,004,944 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,820,997 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,011,743 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,011,743 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $1,155 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,155 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,820,997 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,010,588 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,820,997 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,010,588 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,820,997 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,011,743 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,820,997 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $46,205 | ExcessRevenueOverExpensesAmt |
| Other Increases | $143,386 | OtherIncreasesAmt |
| Subtotal | $3,010,588 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,010,588 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (55 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ENERGY SELECT SECTOR | 2024-07-01 | $7,203 | $4,521 | $2,682 | $2,682 |
| ENERGY SELECT SECTOR | 2024-11-27 | $49,052 | $29,475 | $19,577 | $19,577 |
| FIRST TRUST GBL TTCL | 2024-06-13 | $38,993 | $35,227 | $3,766 | $3,766 |
| FIRST TRUST INSTITL | 2024-05-02 | $55,022 | $51,094 | $3,928 | $3,928 |
| INNOVATOR US EQUITY | 2024-06-13 | $167,705 | $143,396 | $24,309 | $24,309 |
| INVESCO AEROSPACE | 2024-07-01 | $1,736 | $1,750 | -$14 | -$14 |
| INVESCO AEROSPACE | 2024-12-27 | $25,894 | $17,470 | $8,424 | $8,424 |
| INVESCO AEROSPACE | 2024-12-31 | $1,261 | $858 | $403 | $403 |
| INVESCO SENIOR LOAN ETF | 2024-08-07 | $50,531 | $53,672 | -$3,141 | -$3,141 |
| INVESCO QQQ TRUST SRS 1 | 2024-07-01 | $25,045 | $16,298 | $8,747 | $8,747 |
| INVESCO QQQ TRUST SRS 1 | 2024-12-31 | $7,689 | $4,701 | $2,988 | $2,988 |
| ISHARES AAA ARATED COR | 2024-07-01 | $40,868 | $41,401 | -$533 | -$533 |
| ISHARES AAA ARATED COR | 2024-12-31 | $7,065 | $7,112 | -$47 | -$47 |
| ISHARES CORE MSCI TOTL | 2024-07-01 | $1,216 | $1,095 | $121 | $121 |
| ISHARES CORE MSCI TOTL | 2024-12-31 | $1,853 | $1,888 | -$35 | -$35 |
| ISHARES FLEXIBLE INCME | 2024-12-27 | $1,299 | $1,313 | -$14 | -$14 |
| ISHARES FLEXIBLE INCME | 2024-12-31 | $1,925 | $1,944 | -$19 | -$19 |
| ISHARES MBS ETF | 2024-07-01 | $5,539 | $5,645 | -$106 | -$106 |
| ISHARES MBS ETF | 2024-12-31 | $14,850 | $14,991 | -$141 | -$141 |
| ISHARES MSCI USA QLTY | 2024-07-01 | $9,204 | $9,220 | -$16 | -$16 |
| ISHARES MSCI USA QLTY | 2024-12-31 | $4,635 | $4,354 | $281 | $281 |
| ISHARES RUSSELL MID CAP | 2024-07-01 | $1,931 | $1,949 | -$18 | -$18 |
| ISHARES RUSSELL MID CAP | 2024-12-27 | $1,333 | $1,015 | $318 | $318 |
| ISHARES RUSSELL MID CAP | 2024-12-31 | $1,502 | $1,150 | $352 | $352 |
| ISHARES S&P 500 GROWTH | 2024-07-01 | $13,697 | $9,781 | $3,916 | $3,916 |
| ISHARES S&P 500 GROWTH | 2024-12-27 | $5,865 | $3,793 | $2,072 | $2,072 |
| ISHARES S&P 500 GROWTH | 2024-12-31 | $5,500 | $3,649 | $1,851 | $1,851 |
| ISHARES S&P 500 VALUE | 2024-07-01 | $7,240 | $7,244 | -$4 | -$4 |
| ISHARES S&P 500 VALUE | 2024-12-31 | $6,103 | $6,140 | -$37 | -$37 |
| ISHARES TR IS 1-5 YR IN | 2024-12-31 | $4,912 | $4,926 | -$14 | -$14 |
| ISHARES US INSURANCE | 2024-12-27 | $4,807 | $5,257 | -$450 | -$450 |
| ISHARES US INSURANCE | 2024-12-31 | $379 | $415 | -$36 | -$36 |
| ISHARES 0 TO 3 MNTH | 2024-10-18 | $11,162 | $11,146 | $16 | $16 |
| ISHARES 0 TO 3 MNTH | 2024-12-03 | $4,113 | $4,118 | -$5 | -$5 |
| ISHARES 0 TO 3 MNTH | 2024-12-27 | $3,911 | $3,917 | -$6 | -$6 |
| JP MORGAN US TECH | 2024-12-31 | $910 | $925 | -$15 | -$15 |
| SELECT SECTOR HEALTH | 2024-07-01 | $2,895 | $2,915 | -$20 | -$20 |
| SELECT SECTOR HEALTH | 2024-11-27 | $23,387 | $20,383 | $3,004 | $3,004 |
| SELECT SECTOR HEALTH | 2024-12-27 | $8,859 | $8,221 | $638 | $638 |
| SELECT SECTOR HEALTH | 2024-12-31 | $823 | $769 | $54 | $54 |
| SPDR GOLD MINISHARES ETV | 2024-06-13 | $58,293 | $45,487 | $12,806 | $12,806 |
| SPDR S&P CAPITAL MARKETS | 2024-12-27 | $4,984 | $5,326 | -$342 | -$342 |
| SPDR S&P CAPITAL MARKETS | 2024-12-31 | $413 | $443 | -$30 | -$30 |
| VANGUARD HIGH DIVIDEND | 2024-07-01 | $8,520 | $8,559 | -$39 | -$39 |
| VANGUARD HIGH DIVIDEND | 2024-12-27 | $1,153 | $925 | $228 | $228 |
| VANGUARD HIGH DIVIDEND | 2024-12-31 | $6,630 | $5,342 | $1,288 | $1,288 |
| VANGUARD INTERMEDIATE | 2024-08-07 | $109,859 | $106,409 | $3,450 | $3,450 |
| VANGUARD S&P 500 ETF | 2024-07-01 | $19,535 | $13,958 | $5,577 | $5,577 |
| VANGUARD S&P 500 ETF | 2024-12-27 | $2,719 | $1,789 | $930 | $930 |
| VANGUARD S&P 500 ETF | 2024-12-31 | $8,091 | $5,368 | $2,723 | $2,723 |
| VANGUARD S&P 500 VALUE | 2024-12-27 | $130,354 | $97,717 | $32,637 | $32,637 |
| VANGUARD SMALL CAPT ETF | 2024-07-01 | $1,298 | $1,208 | $90 | $90 |
| VANGUARD SMALL CAPT ETF | 2024-12-27 | $1,926 | $1,470 | $456 | $456 |
| VANGUARD SMALL CAPT ETF | 2024-12-31 | $1,443 | $1,103 | $340 | $340 |
| VANGUARD TOTAL BOND | 2024-12-31 | $20,367 | $20,732 | -$365 | -$365 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $142,525 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,766 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,766 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,766 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,640 | 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 | $1,640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $29 | EsPenaltyAmt |
| Tax Due | $1,155 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9516822753 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2605 | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92516 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL J MARLATT | ||||||||
| 7177 BROCKTON AVE SUITE 105 | RIVERSIDE | CA | 92506 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUE KINSINGER | ||||||||
| 7177 BROCKTON AVE SUITE 105 | RIVERSIDE | CA | 92506 | TREASURER | 1.00 | $0 | $0 | $0 |
| DEBRA A CHURCH | ||||||||
| 7177 BROCKTON AVE SUITE 105 | RIVERSIDE | CA | 92506 | SECRETARY | 1.00 | $0 | $0 | $0 |
| RUTHAN SMITH | ||||||||
| 7177 BROCKTON AVE SUITE 105 | RIVERSIDE | CA | 92506 | MEMBER | 1.00 | $0 | $0 | $0 |
| CRAIG MARSHALL | ||||||||
| 7177 BROCKTON AVE SUITE 105 | RIVERSIDE | CA | 92506 | MEMBER | 1.00 | $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 | $2,927,605 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,424 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,958,029 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,958,029 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,370 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,913,659 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $145,683 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $145,683 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,766 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,766 | TotalTaxAmt |
| Distributable Before Adj | $142,917 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $142,917 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $142,917 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $150,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $142,917 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $84,402 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $102,401 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $115,906 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $302,709 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $142,917 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,083 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $309,792 | 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 | $84,402 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $225,390 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $102,401 | ExcessFromYear2Amt |
| Excess From Year1 | $115,906 | ExcessFromYear1Amt |
| Excess From Current Year | $7,083 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIVERSIDE MEDICAL CLINIC CHARITABLE FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7177 BROCKTON AVENUE SUITE 105 | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO SUPPORT THE CHARITABLE FOUNDATION'S PROGRAMS, INCLUDING ITS KINDNESS WORKS INITIATIVE, SCHOLARSHIPS, AND I.E. PROJECT HEART, WHICH PROVIDES COMMUNITY HEART SCREENINGS, PREVENTIVE HEALTH EDUCATION, AND AED AWARENESS TO SUPPORT HEART HEALTH. | GrantOrContributionPurposeTxt |
| Amt | $150,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,000 | 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 | $108 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,936 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142,525 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $213,569 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $213,569 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $4,480 | Amt |
| Net Investment Income | $4,480 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STOCK ETF'S | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $3,004,944 | BookValueAmt |
| EOYFMV | $3,004,944 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK AND INVESTMENT FEES | $10,039 | $10,039 | $0 |
| UNDERPAYMENT PENALTIES | $29 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $143,386 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES | $2,766 | $0 | $0 |
| LICENSE AND PERMITS | $50 | $50 | $0 |