RIVERSIDE MEDICAL CLINIC FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- RIVERSIDE MEDICAL CLINIC FOUNDATION (EIN 33-0099694)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-23
- IRS object ID
- 201542049349100004
- Schema version
- 2014v5.0
- 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 Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-23T11:27:43-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330770910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTENSON & DE GOOD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5005 LA MART DRIVE SUITE 100A | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | 925162605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUE KINSINGER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9519822753 | PhoneNum |
| Signature | 2015-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD DE GOOD | PreparerPersonNm |
| PTIN | P00415745 | PTIN |
| Phone | 9517849552 | PhoneNum |
| Preparation | 2015-07-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,125,689 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,275 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $107,136 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $107,136 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $163,577 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,887,800 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $163,577 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $272,009 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $270,734 | 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 | $9,402 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $4,996 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $16,811 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,218 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,536 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,215 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,811 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,404 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,202 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,043 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,635 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,854 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,649 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $405,424 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $205,424 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $432,059 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,854 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $267,073 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$160,050 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $259,880 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,727 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $99,871 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,052 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,052 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl BOY | $14,500 | PledgesRcvblBOYAmt |
| Other Investments BOY | $2,985,283 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,111,637 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,111,637 | OtherInvestmentsEOYFMVAmt |
| Land BOY | $23,435 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $5,806 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,170,622 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,125,689 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,125,689 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $39,228 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $191,809 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $16,631 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $558 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $55,859 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $192,367 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,091,612 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,933,322 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $23,151 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $0 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,114,763 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,933,322 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,170,622 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,125,689 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,114,763 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$160,050 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,954,713 | SubtotalAmt |
| Other Decreases | $21,391 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,933,322 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 1 ISHARES TR MSCI | P | $63 | $67 | -$4 | -$4 |
| 719 ISHARES TR MSCI | P | $45,132 | $44,616 | $516 | $516 |
| .3007 ISHARES TR MSCI | P | $19 | $20 | -$1 | -$1 |
| 700 ISHARES TR MSCI | P | $43,940 | $40,795 | $3,145 | $3,145 |
| 300 ISHARES TR MSCI | P | $18,831 | $17,483 | $1,348 | $1,348 |
| 700 ISHARES TR MSCI | P | $43,940 | $40,794 | $3,146 | $3,146 |
| 1360 WISDOMTREE EUROPE | P | $77,493 | $75,104 | $2,389 | $2,389 |
| 1,432 ISHARES RUSSELL 2000 | P | $167,081 | $151,615 | $15,466 | $15,466 |
| 218 SPDR S&P MIDCAP 400 | P | $57,167 | $37,687 | $19,480 | $19,480 |
| 922.509 PAYDEN CORE BOND FD | P | $10,000 | $9,715 | $285 | $285 |
| 34,780.294 PAYDEN CORE BOND FD | P | $374,699 | $366,213 | $8,486 | $8,486 |
| 305.81 PAYDEN FLOATING RATE FD | P | $3,000 | $3,082 | -$82 | -$82 |
| 5349.183 PAYDEN HIGH INCOME FD | P | $36,000 | $35,994 | $6 | $6 |
| 26947.942 PAYDEN LOW DURATION FD | P | $273,522 | $275,929 | -$2,407 | -$2,407 |
| 4321.343 PAYDEN STRATEGIC INCM FD | P | $43,000 | $43,556 | -$556 | -$556 |
| 549.451 PAYDEN EQUITY INC FD | P | $8,000 | $6,349 | $1,651 | $1,651 |
| 3.4466 POWERSHS QQQ TRUST SER 1 | P | $306 | $301 | $5 | $5 |
| 1627 SPDR BARCLAYS ETF | P | $50,453 | $50,176 | $277 | $277 |
| 638.667 SPDR BARCLAYS ETF | P | $54,995 | $59,089 | -$4,094 | -$4,094 |
| 6093.21 SCHWAB S&P INDEX FD | P | $198,000 | $146,427 | $51,573 | $51,573 |
| 9984.48 SCHWAB S&P 500 INDEX FD | P | $296,522 | $239,939 | $56,583 | $56,583 |
| 12.1951 VANGUARD SMALL CAP | P | $1,323 | $1,334 | -$11 | -$11 |
| 1200 VANGUARD REIT | P | $84,314 | $77,938 | $6,376 | $6,376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $163,577 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $231,880 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,985,777 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.077662 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $272,248 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,855,630 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.095337 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $279,603 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,847,075 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.098207 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $332,627 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,690,030 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.123652 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $364,192 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,523,388 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.144327 | DistributionYr5Rt |
| Total Distribution | 0.539185 | TotalDistributionRt |
| Average Distribution | 0.107837 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,021,266 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $325,804 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,599 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $328,403 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $267,073 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,198 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,198 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,198 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,740 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,310 | AppliedToEsTaxAmt |
| Total Payments And Credits | $7,050 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $15 | EsPenaltyAmt |
| Overpayment | $1,837 | OverpaymentAmt |
| Applied To ES Tax | $1,837 | 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 | 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 | RIVFOUND.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIVERSIDE MEDICAL CLINIC 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 | 7177 BROCKTON AVE SUITE 220 | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92506 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| JOAN ROBERTS | ||||||||
| 7177 BROCKTON AVE SUITE 220 | RIVERSIDE | CA | 92506 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| SUE KINSINGER | ||||||||
| 7177 BROCKTON AVE SUITE 220 | RIVERSIDE | CA | 92506 | TREASURER | 2.00 | $0 | $0 | $0 |
| FRANCISCA HERNANDEZ | ||||||||
| 7177 BROCKTON AVE SUITE 220 | RIVERSIDE | CA | 92506 | SECRETARY | 2.00 | $0 | $0 | $0 |
| MICHAEL J MARLATT ATTORNEY | ||||||||
| 7177 BROCKTON AVE SUITE 220 | RIVERSIDE | CA | 92506 | MEMBER | 2.00 | $0 | $0 | $0 |
| CRAIG MARSHALL ATTORNEY | ||||||||
| 7177 BROCKTON AVE SUITE 220 | RIVERSIDE | CA | 92506 | MEMBER | 2.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION GRANTS FUNDS TO COMMUNITY ORGANIZATIONS SUPPORTING HEALTH EDUCATION. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $3,050,837 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,438 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,067,275 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,067,275 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,009 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,021,266 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $151,063 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $151,063 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,198 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,198 | TotalTaxAmt |
| Distributable Before Adj | $145,865 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $145,865 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $145,865 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $267,073 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $267,073 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $267,073 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $145,865 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $239,243 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $199,355 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $140,441 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $133,142 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $88,875 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $801,056 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $267,073 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $145,865 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $121,208 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $922,264 | 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 | $239,243 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $683,021 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $199,355 | ExcessFromYear4Amt |
| Excess From Year3 | $140,441 | ExcessFromYear3Amt |
| Excess From Year2 | $133,142 | ExcessFromYear2Amt |
| Excess From Year1 | $88,875 | ExcessFromYear1Amt |
| Excess From Current Year | $121,208 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| RIVERSIDE MEDICAL CLINIC CHARITABLE FOUNDATION | |||||||
| 7177 BROCKTON AVENUE SUITE 220 | RIVERSIDE | CA | 92506 | N/A | PUBLIC CHARITY | TO SUPPORT THE CHARITABLE FOUNDATION'S PROGRAMS INCLUDING ANTI-BULLYING, PEDIATRIC OBESITY AND SUPPORT GROUPS FOR CHRONIC DISEASES. ALSO GENERAL SUPPORT FOR THE CHARITABLE FOUNDATION. | $198,621 |
| RIVERSIDE MEDICAL CLINIC CHARITABLE FOUNDATION | |||||||
| 7177 BROCKTON AVENUE SUITE 220 | RIVERSIDE | CA | 92506 | N/A | PUBLIC CHARITY | DONATION OF FIXED ASSETS TO SUPPORT THE CHARITABLE FOUNDATION'S PROGRAMS INCLUDING ANTI-BULLYING, PEDIATRIC OBESITY AND SUPPORT GROUPS FOR CHRONIC DISEASES. ALSO GENERAL SUPPORT FOR THE CHARITABLE FOUNDATION. | $6,803 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $205,424 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
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 220 | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO SUPPORT THE CHARITABLE FOUNDATION'S PROGRAMS INCLUDING ANTI-BULLYING AND SUPPORT GROUPS FOR CHRONIC DISEASES AND OTHER CONDITIONS. ALSO GENERAL SUPPORT FOR THE CHARITABLE FOUNDATION. | GrantOrContributionPurposeTxt |
| Amt | $200,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $200,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107,136 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $163,577 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $270,734 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $270,734 | 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 & AUDIT | CategoryTxt |
| Amt | $14,218 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,536 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BOND MUTUAL FUNDS | FMV | $1,088,540 | $1,088,540 |
| EQUITY MUTUAL FUNDS | FMV | $1,239,632 | $1,239,632 |
| STOCK ETF'S | FMV | $783,465 | $783,465 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt |
|---|---|
| PREPAID EXPENSE | $3,706 |
| DEPOSITS | $2,100 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) ON INVESTMENTS | Desc |
| Amt | $21,391 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $0 | $0 | $278 |
| BANK AND INVESTMENT FEES | $3,126 | $3,043 | $3,126 |
| LICENSES AND PERMITS | $76 | $0 | $96 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CAPITAL LEASE | $16,631 | $0 |
| CASH OVERDRAFT | $0 | $91 |
| EXCISE TAX PAYABLE | $0 | $467 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $1,032 | $0 | $1,221 |
| OTHER TAXES | $8,183 | $7,811 | $8,183 |