RORIPAUGH FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RORIPAUGH FAMILY FOUNDATION (EIN 20-0083112)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-04
- IRS object ID
- 202412179349100101
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- General Explanation Attachment
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-04T19:07:08-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL BERRY CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5045 | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902315045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200083112 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RORIPAUGH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O FIRST FOUNDATION BANK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RORI | BusinessNameControlTxt |
| Phone | 8779686328 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVENUE 750 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM MARSH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8779686328 | PhoneNum |
| Signature | 2024-08-04 | 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 | MICHAEL BERRY | PreparerPersonNm |
| PTIN | P00179412 | PTIN |
| Phone | 3108382204 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,239,857 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $89 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $89 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,660 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,660 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,235 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,772,894 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $65,235 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $99,984 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $99,984 | 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 | $5,335 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,455 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,880 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $45,766 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,647 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,119 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,091 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $125 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,461 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,461 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,653 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,102 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,585 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,952 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,952 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $100,605 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,102 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,537 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$621 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $82,882 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,716 | CashBOYAmt |
| Cash EOY | $33,680 | CashEOYAmt |
| Cash EOYFMV | $33,680 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $109,491 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,011 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,011 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $888,506 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $875,652 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $875,652 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $813,922 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $300,136 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,301,314 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,301,314 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $200 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $200 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,118,771 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,239,857 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,239,857 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,118,771 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,239,857 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,118,771 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,239,857 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,118,771 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,239,857 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,118,771 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$621 | ExcessRevenueOverExpensesAmt |
| Other Increases | $121,707 | OtherIncreasesAmt |
| Subtotal | $2,239,857 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,239,857 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB | 2023-01-02 | 2023-12-31 | $644,638 | $634,909 | $9,729 | $9,729 | |
| CHARLES SCHWAB | 2022-01-01 | 2023-12-31 | $1,128,176 | $1,072,750 | $55,426 | $55,426 | |
| CAPITAL GAINS DIVIDENDS | $80 | $80 | $80 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,235 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,152 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,152 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,152 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $640 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $9 | EsPenaltyAmt |
| Overpayment | $1,479 | OverpaymentAmt |
| Applied To ES Tax | $1,479 | 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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 | HTTPS://RORIPAUGHFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | FIRST FOUNDATION BANK | IndividualWithBooksNm |
| Phone | 8779686328 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVENUE 750 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| JIM MARSH | ||||||||
| 18101 VON KARMAN AVENUE 750 | IRVINE | CA | 92612 | DIRECTOR, PRESIDENT | 1.00 | $0 | $0 | $0 |
| RORI DRAPER | ||||||||
| 18101 VON KARMAN AVENUE 750 | IRVINE | CA | 92612 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TOM HUNTINGTON | ||||||||
| 18101 VON KARMAN AVENUE 750 | IRVINE | CA | 92612 | DIRECTOR, TREASURER | 1.00 | $0 | $0 | $0 |
| LESLIE RORIPAUGH | ||||||||
| 18101 VON KARMAN AVENUE 750 | IRVINE | CA | 92612 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANA KENNEDY | ||||||||
| 18101 VON KARMAN AVENUE 750 | IRVINE | CA | 92612 | DIRECTOR, SECRETARY | 1.00 | $0 | $0 | $0 |
| SARAH CIMINO | ||||||||
| 18101 VON KARMAN AVENUE 750 | IRVINE | CA | 92612 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| REBECCA FARNBACH | ||||||||
| 18101 VON KARMAN AVENUE 750 | IRVINE | CA | 92612 | DIRECTOR | 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 | $2,160,443 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,606 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,226,049 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,226,049 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,391 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,192,658 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $109,633 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $109,633 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,152 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,152 | TotalTaxAmt |
| Distributable Before Adj | $108,481 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $108,481 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $108,481 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $79,537 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $79,537 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $108,481 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $55,113 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $79,537 | QualifyingDistributionsAmt |
| Applied To Year1 | $55,113 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,424 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $84,057 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALL APPLICATIONS MUST BE SUBMITTED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVENUE 750 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8779686328 | RecipientPhoneNum |
| Form And Info And Materials | IRS DETERMINATION LETTER AND MOST RECENTLY COMPLETED FORM 990. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE BOARD OF THE RORIPAUGH FAMILY FOUNDATION ACCEPTS UNSOLICITED GRANT REQUESTS THAT SUPPORT ITS CORE MISSION. THE MISSION OF THE FOUNDATION IS TO PRESERVE THE CULTURAL, HISTORICAL, AND ECOLOGICAL HERITAGE OF THE TEMECULA VALLEY IN CALIFORNIA, AND TO PROVIDE OPPORTUNITIES FOR CHILDREN AND DISADVANTAGED INDIVIDUALS WHO LIVE WITHIN THE COMMUNITY. GRANTS MAY NOT BE USED FOR ENDOWMENTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCESSITY | |||||||
| 404 EUCLID AVENUE SUITE 271 | SAN DIEGO | CA | 921142221 | NONE | PUBLIC CHARITY | MICROLENDING PROGRAM | $5,000 |
| CONVERGE | |||||||
| DEPT 9930PO BOX 850001 | ORLANDO | FL | 328859930 | NONE | PUBLIC CHARITY | PHILIPPIANS BOHOL MISSION | $100 |
| DORLAND MOUNTAIN ARTS COLONY | |||||||
| POST OFFICE BOX 6 | TEMECULA | CA | 92593 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $7,000 |
| DORLAND MOUNTAIN ARTS COLONY | |||||||
| POST OFFICE BOX 6 | TEMECULA | CA | 92593 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $663 |
| GREEN ACRES INTERACTIVE THERAPY | |||||||
| 35750 DE PORTOLA ROAD | TEMECULA | CA | 92592 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $663 |
| HUMANIST GLOBAL CHARITY | |||||||
| PO BOX 6 | CANYON | CA | 945160006 | NONE | PUBLIC CHARITY | INDIA PROJECT | $552 |
| LAMPASAS MISSION | |||||||
| POST OFFICE BOX 51 | LAMPASAS | TX | 765500001 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $415 |
| MAT-SU SKI CLUB | |||||||
| PO BOX 364 | PALMER | AK | 99645 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $415 |
| OMF INTERNATIONAL INC | |||||||
| 10 WEST DRY CREEK CIRCLE | LITTLETON | CO | 801204413 | NONE | PUBLIC CHARITY | TIFFANY WOON MINISTRY | $100 |
| PALMER HISTORICAL SOCIETY | |||||||
| 316 E ELMWOOD AVENUE | PALMER | AR | 99645 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $415 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON STREET SUITE 300 | BOSTON | MA | 02199 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $414 |
| RESERVOIR CHURCH | |||||||
| 2437 S CENTRE CITY PKWY | ESCONDIDO | CA | 920257002 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $352 |
| SU REFUGIO MINISTRIES | |||||||
| 13663 ETUDE ROAD | SAN DIEGO | CA | 92128 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $311 |
| TEMECULA DOLLARS FOR SCHOLARS | |||||||
| 31350 RANCHO VISTA ROAD | TEMECULA | CA | 92592 | NONE | PUBLIC CHARITY | RORIPAUGH SCHOLARSHIP RENEWALS FOR 2022-2033 | $24,000 |
| VALLEY RESTART SHELTER INC | |||||||
| 200 EAST MENLO AVENUE | HEMET | CA | 92543 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,952 | 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 | $89 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,660 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $65,235 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $99,984 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,984 | 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 | $5,335 | Amt |
| Net Investment Income | $1,455 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,880 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DELAWARE DOES NOT REQUIRE A COPY OF FORM 990-PF. | ExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART IV | FormAndLineReferenceDesc |
| Medium Explanation | THE ORGANIZATION HAD VARIOUS SALES OF SECURITIES DURING THE YEAR THAT IS SUMMARIZED ON PART IV OF FORM 990-PF. FOR PURPOSE OF PART IV AND DUE TO TAX SOFTWARE LIMITATION, THE ACQUISITION DATES SHOWN FOR SHORT AND LONG- TERM CAPITAL GAINS IS JANUARY 2, 2023 AND JANUARY 2,2022 RESPECTIVELY. FOR SALES DATES, DECEMBER 31,2023 IS BEING SHOWN FOR BOTH SHORT AND LONG- TERM CAPITAL GAINS. DETAILS OF INDIVIDUAL TRANSACTIONS ARE AVAILABLE UPON REQUEST. | MediumExplanationTxt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $875,652 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $875,652 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB- EXCHANGE TRADED FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,301,314 | BookValueAmt |
| EOYFMV | $1,301,314 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLES | Desc |
| EOY Book Value | $200 | EOYBookValueAmt |
| EOYFMV | $200 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $155 | $0 | $155 |
| BOARD EXPENSES | $2,695 | $0 | $2,695 |
| LICENSES, PERMITS, FEES | $775 | $0 | $775 |
| POSTAGE AND DELIVERY | $836 | $0 | $836 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS AND LOSSES | Desc |
| Amt | $121,707 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION ADMINISTATION | $30,119 | $0 | $30,119 |
| INVESTMENT FEES | $15,647 | $15,647 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $3,966 | $0 | $0 |
| STATE FEES AND TAXES | $125 | $0 | $125 |