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GEORGIA B RIDDER FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
GEORGIA B RIDDER FOUNDATION (EIN 95-4813547)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-04-14
IRS object ID
202521049349101002
Schema version
2024v5.1
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

FieldValueIRS element (for citing)
Return2025-04-14T18:34:13-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN822021615PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ATS Accounting Group IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16355 Topanga Canyon Blvd Ste 225AddressLine1Txt
CityWoodland HillsCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91367ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954813547EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GEORGIA B RIDDER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGEORBusinessNameControlTxt
Phone6267659345PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1531 SO MARENGO AVEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL R WHALENPersonNm
Person TitleDirectorPersonTitleTxt
Signature2025-04-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael Trunnell CPAPreparerPersonNm
PTINP00397894PTIN
Phone8187041040PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,608,588FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$112,494DividendsRevAndExpnssAmt
Dividends Net Invst Incm$112,494DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$378,782NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,750,465GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$378,782CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$491,276TotalRevAndExpnssAmt
Total Net Invst Incm$491,276TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$102,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$40,800CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$61,200CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$125AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$62AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$63AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$39,448OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$39,448OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,427TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,427TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$3,150TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$3,150TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$734OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$734OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$147,884TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$82,737TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$65,147TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$254,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$254,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$401,884TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$82,737TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$319,147TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$89,392ExcessRevenueOverExpensesAmt
Net Investment Income$408,539NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$106,594SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$127,216SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$127,216SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$148,763USGovernmentObligationsBOYAmt
Corporate Stock BOY$1,884,244CorporateStockBOYAmt
Corporate Stock EOY$2,093,046CorporateStockEOYAmt
Corporate Stock EOYFMV$5,008,015CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,408,712CorporateBondsBOYAmt
Corporate Bonds EOY$1,417,443CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,375,584CorporateBondsEOYFMVAmt
Other Investments BOY$73,637OtherInvestmentsBOYAmt
Other Investments EOY$73,637OtherInvestmentsEOYAmt
Other Investments EOYFMV$97,773OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,621,950TotalAssetsBOYAmt
Total Assets EOY$3,711,342TotalAssetsEOYAmt
Total Assets EOYFMV$6,608,588TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,621,950RetainedEarningBOYAmt
Retained Earning EOY$3,711,342RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,621,950TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,711,342TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,621,950TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,711,342TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,621,950TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$89,392ExcessRevenueOverExpensesAmt
Subtotal$3,711,342SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,711,342TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB 5645P2024-01-012024-12-31$497,128$518,667-$21,539-$21,539
CHARLES SCHWAB 5645P2001-01-012024-12-31$1,252,061$853,016$399,045$399,045
CHARLES SCHWAB CAP GAIN DISTRIBUTIONSP2001-01-012024-12-31$1,276$1,276$1,276
FieldValueIRS element (for citing)
Capital Gain Net Income$378,782CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$21,539NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,679InvestmentIncomeExciseTaxAmt
Subtotal$5,679SubtotalAmt
Tax Based On Investment Income$5,679TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,885EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,885TotalPaymentsAndCreditsAmt
Tax Due$2,794TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL R WHALENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6267659345PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1531 SO MARENGO AVEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP911013114ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMICHAEL R WHALENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1531 S MARENGO AVEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP911013114ZIPCd
FieldValueIRS element (for citing)
TitleDirectorTitleTxt
Average Hrs Per Wk Devoted To Pos2.50AverageHrsPerWkDevotedToPosRt
Compensation$102,000CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,559,194AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$64,538AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,623,732TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$6,623,732AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$99,356CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,524,376NetVlNoncharitableAssetsAmt
Minimum Investment Return$326,219MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$326,219MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,679TaxBasedOnInvestmentIncomeAmt
Total Tax$5,679TotalTaxAmt
Distributable Before Adj$320,540DistributableBeforeAdjAmt
Distributable Before Ded$320,540DistributableBeforeDedAmt
Distributable As Adjusted$320,540DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$319,147ExpensesAndContributionsAmt
Qualifying Distributions$319,147QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$320,540DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$94,067ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$54,916ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$57,609ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$206,592TotalExcessDistributionCyovAmt
Qualifying Distributions$319,147QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$319,147AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$1,393ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,393ExcessDistributionCyovAppCYAmt
Total Corpus$205,199TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$205,199ExcessDistriCyovToNextYrAmt
Excess From Year4$92,674ExcessFromYear4Amt
Excess From Year2$54,916ExcessFromYear2Amt
Excess From Year1$57,609ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFTER THE FINISH LINE
10153 RIVERSIDE DR 397TOLUCA LAKECA91602NONEPCGENERAL SUPPORT HORSE RESCUE & REHABILITATION.$20,000
PLANNED PARENTHOOD-PASADENA SGV
1045 N LAKE AVENUEPASADENACA91104NONEPCSUPPORT FAMILY PLANNING$60,000
SCRIPPS COLLEGE
1030 COLUMBIA AVENUE PMB 2008CLAREMONTCA91711NONEPCGENERAL SUPPORT$100,000
THE PETCARE FOUNDATION
C/O KENQUEST 499 N CANONBEVERLY HILLSCA90210NONEPCGENERAL SUPPORT$66,000
RETIRED RACEHORSE PROJECT
2976 SOLOMONS ISLAND ROADEDGEWATERMD21037NONEPCGENERAL SUPPORT HORSE RESCUE & REHABILITATION.$8,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$254,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$112,494ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$378,782ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$491,276ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$491,276TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$125Amt
Net Investment Income$62NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$63DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$117$117
OFFICE EXPENSE$617$617

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISOR FEESCategoryTxt
Amt$39,448Amt
Net Investment Income$39,448NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$2,427Amt
Net Investment Income$2,427NetInvestmentIncomeAmt

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