FURP.ORG / PUBLIC DATA EXPLORER

DR PREM REDDY FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
DR PREM REDDY FAMILY FOUNDATION (EIN 33-0486173)
Tax period
2022-01-01 to 2022-12-31
Filed
2024-11-15
IRS object ID
202403209349104880
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-15T14:03:23-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROORDA PIQUET & BESSEE INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13550 VINE ST SUITE 110AddressLine1Txt
CityRIVERSIDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP925074175ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330486173EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DR PREM REDDY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDRPRBusinessNameControlTxt
Phone7602418000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116850 BEAR VALLEY RD SUITE 200AddressLine1Txt
CityVICTORVILLECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92395ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPREM REDDY MDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7602418000PhoneNum
Signature2024-11-13SignatureDt
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 PersonFERNANDO G AYALA JRPreparerPersonNm
PTINP01259082PTIN
Phone9516847781PhoneNum
Preparation2024-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$43,304,945FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$750ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$21,567InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21,567InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$717,922DividendsRevAndExpnssAmt
Dividends Net Invst Incm$717,922DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$20,073GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$20,073GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$20,073NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss-$827,127NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,182,880GrossSalesPriceAmt
Gross Sales Less Ret And Allwnc$25,021GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$24,202CostOfGoodsSoldAmt
Gross Profit Rev And Expnss$819GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$8,056OtherIncomeRevAndExpnssAmt
Total Rev And Expnss-$57,940TotalRevAndExpnssAmt
Total Net Invst Incm$759,562TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$31,386AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$15,693AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$15,693AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$33,275OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$33,275OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$492,904TaxesRevAndExpnssAmt
Taxes Net Invst Incm$399,892TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$18,988DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$211,251OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,838OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$787,804TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$450,698TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,693TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,732,392ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,732,392ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,520,196TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$450,698TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,748,085TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,578,136ExcessRevenueOverExpensesAmt
Net Investment Income$308,864NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,694,861CashBOYAmt
Cash EOY$1,133,097CashEOYAmt
Cash EOYFMV$1,133,097CashEOYFMVAmt
Acct Rcvbl$2,126AcctRcvblAmt
Acct Rcvbl EOY$2,126AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$2,126AcctRcvblEOYFMVAmt
Inventories BOY$9,146InventoriesBOYAmt
Inventories EOY$4,392InventoriesEOYAmt
Inventories EOYFMV$4,392InventoriesEOYFMVAmt
Corporate Stock BOY$36,409,097CorporateStockBOYAmt
Corporate Stock EOY$22,774,697CorporateStockEOYAmt
Corporate Stock EOYFMV$22,774,697CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$16,784,360InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$16,784,360LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$16,784,360LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$16,784,360LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$3,745,147OtherInvestmentsBOYAmt
Other Investments EOY$1,623,247OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,623,247OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,587,289LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$604,263LandBldgEquipAccumDeprecAmt
Land BOY$998,192LandBOYAmt
Land EOY$983,026LandEOYAmt
Land EOYFMV$983,026LandEOYFMVAmt
Total Assets BOY$59,640,803TotalAssetsBOYAmt
Total Assets EOY$43,304,945TotalAssetsEOYAmt
Total Assets EOYFMV$43,304,945TotalAssetsEOYFMVAmt
Accounts Payable BOY$15,373AccountsPayableBOYAmt
Accounts Payable EOY$140,830AccountsPayableEOYAmt
Total Liabilities BOY$15,373TotalLiabilitiesBOYAmt
Total Liabilities EOY$140,830TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$59,625,430NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$43,164,115NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$59,625,430TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$43,164,115TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$59,640,803TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$43,304,945TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$59,625,430TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,578,136ExcessRevenueOverExpensesAmt
Other Increases$709,594OtherIncreasesAmt
Subtotal$48,756,888SubtotalAmt
Other Decreases$5,592,773OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$43,164,115TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
THE NORTHERN TRUST COMPANYP2022-01-012022-12-31$133,513$116,931$16,582$16,582
THE NORTHERN TRUST COMPANYP2022-01-012022-12-31$649,663$646,820$2,843$2,843
TD AMERITRADE CLEARING, INC.P2022-01-012022-12-31$3,988,186$4,554,534-$566,348-$566,348
TD AMERITRADE CLEARING, INCP2022-01-012022-12-31$1,007,473$896,386$111,087$111,087
VANGUARD TTL STK MKT IPLSP2021-09-222022-08-18$4,900,000$5,181,148-$281,148-$281,148
VANGUARD MKT IPLSP2021-09-222022-10-19$500,000$614,188-$114,188-$114,188
VANGUARD MKT IPLS - WASH SALEP2021-09-222022-10-19$4,045$4,045$4,045
FieldValueIRS element (for citing)
Capital Gain Net Income-$827,127CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$716,984NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,293InvestmentIncomeExciseTaxAmt
Subtotal$4,293SubtotalAmt
Tax Based On Investment Income$4,293TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$13,884EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$13,884TotalPaymentsAndCreditsAmt
Overpayment$9,591OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$9,591RefundAmt

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 LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
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 AddressWWW.PREMREDDYFAMILYFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksYN REDDYIndividualWithBooksNm
Phone7602418000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line116850 BEAR VALLEY ROADAddressLine1Txt
CityVICTORVILLECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92395ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnYes (true)SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PREM REDDY MD
16850 BEAR VALLEY RD SUITE 200VICTORVILLECA92395PRESIDENT2.00$0$0$0
KAVITHA REDDY BHATIA MD
16850 BEAR VALLEY ROAD SUITE 200VICTORVILLECA92395SECRETARY2.00$0$0$0
SUNITHA REDDY
16850 BEAR VALLEY ROAD SUITE 200VICTORVILECA92395DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE NORTHERN TRUST COMPANYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12049 CENTURY PARK EASTAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Service TypeBANK SERVICEServiceTypeTxt
Compensation$152,428CompensationAmt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$32,276,092AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,395,930AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$16,784,360FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$51,456,382TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$51,456,382AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$771,846CashDeemedCharitableAmt
Net Vl Noncharitable Assets$50,684,536NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,534,227MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,534,227MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,293TaxBasedOnInvestmentIncomeAmt
Total Tax$4,293TotalTaxAmt
Distributable Before Adj$2,529,934DistributableBeforeAdjAmt
Distributable Before Ded$2,529,934DistributableBeforeDedAmt
Distributable As Adjusted$2,529,934DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,748,085ExpensesAndContributionsAmt
Qualifying Distributions$10,748,085QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,529,934DistributableAsAdjustedAmt
Undistributed Income PY$2,179,618UndistributedIncomePYAmt
Qualifying Distributions$10,748,085QualifyingDistributionsAmt
Applied To Year1$2,179,618AppliedToYear1Amt
Applied To Current Year$2,529,934AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,038,533RemainingDistriFromCorpusAmt
Total Corpus$6,038,533TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$6,038,533ExcessDistriCyovToNextYrAmt
Excess From Current Year$6,038,533ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonEXECUTIVE DIRECTORRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line116716 BEAR VALLEY RDAddressLine1Txt
CityVICTORVILLECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92395ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7602418000RecipientPhoneNum
Form And Info And MaterialsGRANT APPLICANTS MUST SUBMIT A BROCHURE OR PAMPHLET FROM THE ORGANIZATION, DETAIL OF THE COMMUNITY SERVICES THE ORGANIZATION PROVIDES, AND THE EVENT OR PURPOSE FOR THE CHARITABLE DONATION ALONG WITH THE ORGANIZATION'S TAX IDENTIFICATION NUMBER. SCHOLARSHIP APPLICANTS MUST PROVIDE A CURRENT APPLICATION FORM FROM HTTPS://WWW.DVMC.COM/ABOUT-US/FOUNDATION.ASPX, AT LEAST TWO LETTERS OF REFERENCE FROM SCHOOL OR WORK, OFFICIAL HIGH SCHOOL/COLLEGE TRANSCRIPT AND SUPPORTING DATA, PERSONAL STATEMENT OF PLANS AND GOALS, AND A COPY OF THE MOST CURRENT PERSONAL INCOME TAX RETURN. THE CURRENT APPLICATION FORM IS ALSO AVAILABLE AT 16716 BEAR VALLEY ROAD, VICTORVILLE, CA 92395.FormAndInfoAndMaterialsTxt
Submission DeadlinesNO TIME DEADLINES EXCEPT ON SCHOLARSHIPS. SCHOLARSHIP SUBMISSIONS ARE DUE ON MAY 31ST.SubmissionDeadlinesTxt
Restrictions On AwardsSCHOLARSHIP PROGRAM IS OPEN TO ALL HIGH DESERT RESIDENTS WHO ARE CURRENTLY ENROLLED OR ARE PLANNING TO ENROLL IN AN ACCREDITED PROGRAM, LEADING TO A HEALTHCARE OR MEDICALLY RELATED FIELD.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (104 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VICTOR VALLEY COLLEGE
18442 BEAR VALLEY RDVICTORVILLECA92395GRANT TO INDIVIDUAL FOR STUDY$1,000
VICTOR VALLEY COLLEGE
18442 BEAR VALLEY RDVICTORVILLECA92395GRANT TO INDIVIDUAL FOR STUDY$500
VICTOR VALLEY COLLEGE
18442 BEAR VALLEY RDVICTORVILLECA92395GRANT TO INDIVIDUAL FOR STUDY$2,000
VICTOR VALLEY COLLEGE
18442 BEAR VALLEY RDVICTORVILLECA92395GRANT TO INDIVIDUAL FOR STUDY$1,500
VICTOR VALLEY COLLEGE
18442 BEAR VALLEY RDVICTORVILLECA92395GRANT TO INDIVIDUAL FOR STUDY$1,000
VICTOR VALLEY COLLEGE
18442 BEAR VALLEY RDVICTORVILLECA92395GRANT TO INDIVIDUAL FOR STUDY$2,500
VICTOR VALLEY COLLEGE
18442 BEAR VALLEY RDVICTORVILLECA92395GRANT TO INDIVIDUAL FOR STUDY$1,000
VICTOR VALLEY COLLEGE
18442 BEAR VALLEY RDVICTORVILLECA92395GRANT TO INDIVIDUAL FOR STUDY$2,000
VICTOR VALLEY COLLEGE
18442 BEAR VALLEY RDVICTORVILLECA92395GRANT TO INDIVIDUAL FOR STUDY$500
VICTOR VALLEY COLLEGE
18442 BEAR VALLEY RDVICTORVILLECA92395GRANT TO INDIVIDUAL FOR STUDY$3,000
VICTOR VALLEY COLLEGE
18442 BEAR VALLEY RDVICTORVILLECA92395GRANT TO INDIVIDUAL FOR STUDY$1,000
VICTOR VALLEY COLLEGE
18442 BEAR VALLEY RDVICTORVILLECA92395GRANT TO INDIVIDUAL FOR STUDY$1,500
VICTOR VALLEY COLLEGE
18442 BEAR VALLEY RDVICTORVILLECA92395GRANT TO INDIVIDUAL FOR STUDY$500
VICTOR VALLEY COLLEGE
18442 BEAR VALLEY RDVICTORVILLECA92395GRANT TO INDIVIDUAL FOR STUDY$2,000
VICTOR VALLEY COLLEGE
18442 BEAR VALLEY RDVICTORVILLECA92395GRANT TO INDIVIDUAL FOR STUDY$3,000
VICTOR VALLEY COLLEGE
18442 BEAR VALLEY RDVICTORVILLECA92395GRANT TO INDIVIDUAL FOR STUDY$1,500
VICTOR VALLEY COLLEGE
18442 BEAR VALLEY RDVICTORVILLECA92395GRANT TO INDIVIDUAL FOR STUDY$1,500
VICTOR VALLEY COLLEGE
18442 BEAR VALLEY RDVICTORVILLECA92395GRANT TO INDIVIDUAL FOR STUDY$1,500
VICTOR VALLEY COLLEGE
18442 BEAR VALLEY RDVICTORVILLECA92395GRANT TO INDIVIDUAL FOR STUDY$1,000
VICTOR VALLEY COLLEGE
18442 BEAR VALLEY RDVICTORVILLECA92395GRANT TO INDIVIDUAL FOR STUDY$1,500
VICTOR VALLEY COLLEGE
18442 BEAR VALLEY RDVICTORVILLECA92395GRANT TO INDIVIDUAL FOR STUDY$1,500
VICTOR VALLEY COLLEGE
18442 BEAR VALLEY RDVICTORVILLECA92395GRANT TO INDIVIDUAL FOR STUDY$500
VICTOR VALLEY COLLEGE
18442 BEAR VALLEY RDVICTORVILLECA92395GRANT TO INDIVIDUAL FOR STUDY$2,500
VICTOR VALLEY COLLEGE
18442 BEAR VALLEY RDVICTORVILLECA92395GRANT TO INDIVIDUAL FOR STUDY$1,500
VICTOR VALLEY COLLEGE
18442 BEAR VALLEY RDVICTORVILLECA92395GRANT TO INDIVIDUAL FOR STUDY$1,000
AZUSA PACIFIC UNIVERSITY
901 E ALSOTA AVEAZUSACA91702GRANT TO INDIVIDUAL FOR STUDY$2,000
AZUSA PACIFIC UNIVERSITY
901 E ALSOTA AVEAZUSACA91702GRANT TO INDIVIDUAL FOR STUDY$2,000
AZUSA PACIFIC UNIVERSITY
901 E ALSOTA AVEAZUSACA91702GRANT TO INDIVIDUAL FOR STUDY$1,000
AZUSA PACIFIC UNIVERSITY
901 E ALSOTA AVEAZUSACA91702GRANT TO INDIVIDUAL FOR STUDY$1,000
AZUSA PACIFIC UNIVERSITY
901 E ALSOTA AVEAZUSACA91702GRANT TO INDIVIDUAL FOR STUDY$1,500
AZUSA PACIFIC UNIVERSITY
901 E ALSOTA AVEAZUSACA91702GRANT TO INDIVIDUAL FOR STUDY$2,000
AZUSA PACIFIC UNIVERSITY
901 E ALSOTA AVEAZUSACA91702GRANT TO INDIVIDUAL FOR STUDY$1,500
AZUSA PACIFIC UNIVERSITY
901 E ALSOTA AVEAZUSACA91702GRANT TO INDIVIDUAL FOR STUDY$2,000
AZUSA PACIFIC UNIVERSITY
901 E ALSOTA AVEAZUSACA91702GRANT TO INDIVIDUAL FOR STUDY$1,000
CALIFORNIA BAPTIST UNIVERSITY
8432 MAGNOLIA AVERIVERSIDECA92504GRANT TO INDIVIDUAL FOR STUDY$2,000
BARSTOW COMMUNITY COLLEGE
2700 BARSTOW ROADBARSTOWCA92311GRANT TO INDIVIDUAL FOR STUDY$1,500
CALIFORNIA UNIVERSITY OF SAN BERNAR
5500 UNIVERSITY PKWYSAN BERNARDINOCA92407GRANT TO INDIVIDUAL FOR STUDY$1,000
CALIFORNIA UNIVERSITY OF SAN BERNAR
5500 UNIVERSITY PKWYSAN BERNARDINOCA92407GRANT TO INDIVIDUAL FOR STUDY$2,000
ROSEMAN UNIVERSITY HEALTH SCIENCES
11 SUNSET WAYHENDERSONNV89014GRANT TO INDIVIDUAL FOR STUDY$1,000
UNIVERSITY CALIFORNIA LOS ANGELES
405 HILGARD AVELOS ANGELESCA90095GRANT TO INDIVIDUAL FOR STUDY$3,000
UNIVERSITY CALIFORNIA LOS ANGELES
405 HILGARD AVELOS ANGELESCA90095GRANT TO INDIVIDUAL FOR STUDY$2,000
UNIVERSITY CALIFORNIA LOS ANGELES
405 HILGARD AVELOS ANGELESCA90095GRANT TO INDIVIDUAL FOR STUDY$3,000
UNIVERSITY CALIFORNIA LOS ANGELES
405 HILGARD AVELOS ANGELESCA90095GRANT TO INDIVIDUAL FOR STUDY$2,500
UNIVERSITY CALIFORNIA LOS ANGELES
405 HILGARD AVELOS ANGELESCA90095GRANT TO INDIVIDUAL FOR STUDY$3,000
UNIVERSITY CALIFORNIA LOS ANGELES
405 HILGARD AVELOS ANGELESCA90095GRANT TO INDIVIDUAL FOR STUDY$2,000
UNIVERSITY CALIFORNIA LOS ANGELES
405 HILGARD AVELOS ANGELESCA90095GRANT TO INDIVIDUAL FOR STUDY$3,000
KECK SCHOOL MEDICINE
700 CHILDS WAY JHH 325LOS ANGELESCA90089GRANT TO INDIVIDUAL FOR STUDY$3,000
SAN DIEGO STATE UNIVERSITY
5500 CAMPANILE DRSAN DIEGOCA92182GRANT TO INDIVIDUAL FOR STUDY$3,000
UNIVERSITY OF CALIFORNIA SANTA BARB
CASHIERS OFFFICE 1212 SAASANTA BARBARACA93106GRANT TO INDIVIDUAL FOR STUDY$1,500
UNIVERSITY OF CALIFORNIA SANTA BARB
CASHIERS OFFFICE 1212 SAASANTA BARBARACA93106GRANT TO INDIVIDUAL FOR STUDY$500
UC RIVERSIDE SCHOOL OF MEDICINE
92521 BOTANIC GARDENS DRRIVERSIDECA92507GRANT TO INDIVIDUAL FOR STUDY$3,000
CALIFORNIA UNIVERSITY OF RIVERSIDE
900 UNIVERSITY AVERIVERSIDECA92521GRANT TO INDIVIDUAL FOR STUDY$1,500
CALIFORNIA UNIVERSITY OF RIVERSIDE
900 UNIVERSITY AVERIVERSIDECA92521GRANT TO INDIVIDUAL FOR STUDY$2,000
CALIFORNIA UNIVERSITY OF RIVERSIDE
900 UNIVERSITY AVERIVERSIDECA92521GRANT TO INDIVIDUAL FOR STUDY$3,000
CALIFORNIA UNIVERSITY OF RIVERSIDE
900 UNIVERSITY AVERIVERSIDECA92521GRANT TO INDIVIDUAL FOR STUDY$3,000
CAL STATE UNIVERSITY LONG BEACH
1250 BELLFLOWER BLVDLONG BEACHCA90840GRANT TO INDIVIDUAL FOR STUDY$1,500
SAN JOSE UNIVERSITY
1 WASHINGTON SQSAN JOSECA95192GRANT TO INDIVIDUAL FOR STUDY$1,000
UC BERKELEY
16 SPROUL HALL 1960BERKELEYCA94720GRANT TO INDIVIDUAL FOR STUDY$500
STANFORD UNIVERSITY
450 SERRA MALLSTANFORDCA94305GRANT TO INDIVIDUAL FOR STUDY$3,000
BRIGHAM YOUNG UNIVERSITY
PROVO UT 84602PROVOUT84602GRANT TO INDIVIDUAL FOR STUDY$500
BRIGHAM YOUNG UNIVERSITY
PROVO UT 84602PROVOUT84602GRANT TO INDIVIDUAL FOR STUDY$500
MIDWESTERN UNIVERSITY GLENDALE
19555 N 59TH AVE STE 400GLENDALEAZ85308GRANT TO INDIVIDUAL FOR STUDY$1,500
BOISE STATE UNIVERSITY
1910 W UNIVERSITY DRBOISEID83725GRANT TO INDIVIDUAL FOR STUDY$1,000
BARNARD COLLEGE OF COLUMBIA
3009 BROADWAY NEW YORKNEW YORKNY10027GRANT TO INDIVIDUAL FOR STUDY$2,000
UNIVERSITY OF WISCONSIN-MADISON
333 E CAMPUS MALL 9701MADISONWI53715GRANT TO INDIVIDUAL FOR STUDY$1,500
SAINT JAMES SCHOOL MEDICINE
1480 RENAISSANCE DR STEPARK RIDGEIL60068GRANT TO INDIVIDUAL FOR STUDY$3,000
STATE UNIVERSITY FULLERTON
800 N STATE COLLEGE BLVDFULLERTONCA92831GRANT TO INDIVIDUAL FOR STUDY$1,500
STATE UNIVERSITY FULLERTON
800 N STATE COLLEGE BLVDFULLERTONCA92831GRANT TO INDIVIDUAL FOR STUDY$1,500
STATE UNIVERSITY FULLERTON
800 N STATE COLLEGE BLVDFULLERTONCA92831GRANT TO INDIVIDUAL FOR STUDY$2,000
STATE UNIVERSITY FULLERTON
800 N STATE COLLEGE BLVDFULLERTONCA92831GRANT TO INDIVIDUAL FOR STUDY$1,000
STATE UNIVERSITY FULLERTON
800 N STATE COLLEGE BLVDFULLERTONCA92831GRANT TO INDIVIDUAL FOR STUDY$2,000
SANTA ANA COLLEGE
1530 W 17TH STREETSANTA ANACA92706GRANT TO INDIVIDUAL FOR STUDY$1,000
UNIVERSITY CALIFORNIA SAN DIEGO
9500 GILMAN DRIVELA JOLLACA92093GRANT TO INDIVIDUAL FOR STUDY$1,500
CHAPMAN UNIVERSITY
1 UNIVERSITY DRORANGECA92866GRANT TO INDIVIDUAL FOR STUDY$1,000
UNIVERSITY OF CALIFORNIA IRVINE
102 ALDRICH HALLIRVINECA92697GRANT TO INDIVIDUAL FOR STUDY$2,000
UNIVERSITY OF CALIFORNIA IRVINE
102 ALDRICH HALLIRVINECA92697GRANT TO INDIVIDUAL FOR STUDY$1,000
UNIVERSITY OF CALIFORNIA IRVINE
102 ALDRICH HALLIRVINECA92697GRANT TO INDIVIDUAL FOR STUDY$1,000
UNIVERSITY OF CALIFORNIA IRVINE
102 ALDRICH HALLIRVINECA92697GRANT TO INDIVIDUAL FOR STUDY$2,500
UMASS GLOBAL UNIVERSITY
16355 LAGUNA CANYON RD 1IRVINECA92697GRANT TO INDIVIDUAL FOR STUDY$1,000
LOMA LINDA UNIVERSITY
11129 ANDERSON STREETLOMA LINDACA92350GRANT TO INDIVIDUAL FOR STUDY$2,500
AMERICAN CAREER COLLEGE
3130 SEDONA CTONTARIOCA91764GRANT TO INDIVIDUAL FOR STUDY$1,000
WEST COAST UNIVERSITY
2855 E GUASTI RDONTARIOCA91761GRANT TO INDIVIDUAL FOR STUDY$1,000
WEST COAST UNIVERSITY
2855 E GUASTI RDONTARIOCA91761GRANT TO INDIVIDUAL FOR STUDY$500
UNIVERSITY OF RELANDS
1200 E COLTON AVEREDLANDSCA92373GRANT TO INDIVIDUAL FOR STUDY$3,000
UNIVERSITY OF TEXAS
1201 W UNIVERSITY DRIVEEDINBURGTX78539GRANT TO INDIVIDUAL FOR STUDY$10,000
LA SIAERRA UNIVERSITY
4500 RIVERWALK PKWYRIVERSIDECA92515GRANT TO INDIVIDUAL FOR STUDY$16,623
UC REGENTS
1156 HIGH STREETSANTA CRUZCA95064GRANT TO INDIVIDUAL FOR STUDY$10,269
TELUGU ASSOC OF NORTH TEXAS
2732 SPRINGHILL DRIVEGRAPEVINETX76051GENERAL CONTRIBUTION$10,000
AMERICAN TELUGU ASSOCIATION
PO BOX 4496NAPERVILLEIL60567GENERAL CONTRIBUTION$100,000
TELANGANA AMERICAN TELUGU ASSOC
5 INDEPENDENCE WAY STE 3PRINCETONNJ08540GENERAL CONTRIBUTION$50,000
APNA FOUNATION
1142 WELLSSLEY GREENTUSCALOOSAAL35406GENERAL CONTRIBUTION$10,000
AMERICAN ASSOC OF PHYSICIANS OF IND
600 ENTERPRISE DR STE 10OAK BROOKIL60523GENERAL CONTRIBUTION$100,000
TELUGU ASSOC OF SOUTHERN CALIFORNI
21 SEEDLINGIRVINECA92618GENERAL CONTRIBUTION$5,000
LA SIERRA UNIVERSITY- MUSIC DEPT
4500 RIVERWALK PKWYRIVERSIDECA92515GENERAL CONTRIBUTION$3,500
NORTH AMERICAN TELUGU ASSOC INC
606 RAGING RIVER RDCEDAR PARKTX78613GENERAL CONTRIBUTION$50,000
DR YSR FOUNDATION INC
PO BOX 495PRINCETON JCTNJ08550GENERAL CONTRIBUTION$79,500
GUNTUR MEDICAL COLLEGE ALUMNI
1219 MONICA DRIVEALLENTX75103GENERAL CONTRIBUTION$10,000
TELUGU ASSOC OF SOUTHERN CALIFORNIA
21 SEEDLINGIRVINECA92618GENERAL CONTRIBUTION$15,000
TELANGANA PEOPLES ASSOC OF DALLAS
9555 LEBANON RD STE 203FRISCOTX75036GENERAL CONTRIBUTION$10,000
TDF-USA
9 LEVAN CTBRIDGEWATERNJ08807GENERAL CONTRIBUTION$2,000
VICTOR VALLEY COLLEGE DISTRICT FOUN
18422 BEAR VALLEY RDVICTORVILLECA92395GENERAL CONTRIBUTION$50,000
CALIFORNIA UNIVERSITY OF SCIENCE ME
1501 VIOLET STREETCOLTONCA92324GENERAL CONTRIBUTION$10,000,000
AMERICAN ASSOC OF PHYSICIANS OF IND
600 ENTERPRISE DR STE 10OAK BROOKIL60523GENERAL CONTRIBUTION$10,000
NORTH AMERICAN TELUGU ASSOC INC
606 RAGING RIVER RDCEDAR PARKTX78613GENERAL CONTRIBUTION$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,732,392TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescFITNESS CHALLENGEDesc
Business453220BusinessCd
Unrelated Business Taxbl Incm$7,485UnrelatedBusinessTaxblIncmAmt
Exclusion1ExclusionCd

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,567ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$717,922ExclusionAmt

Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$20,073ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$827,127ExclusionAmt

Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp

FieldValueIRS element (for citing)
Business453220BusinessCd
Unrelated Business Taxbl Incm$819UnrelatedBusinessTaxblIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescVENDING MACHINE INCOMEDesc
Exclusion1ExclusionCd
Exclusion$571ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$8,304UnrelatedBusinessTaxblIncmAmt
Exclusion-$66,994ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$58,690TotalIncomeProducingActyAmt

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)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$31,386Amt
Net Investment Income$15,693NetInvestmentIncomeAmt
Disbursements Charitable Prps$15,693DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyDEPRECIATIONPropertyDesc
Current Year Expense$18,988CurrentYearExpenseAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$22,774,697EOYBookValueAmt
EOYFMV$22,774,697EOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemLAND INVESTMENTCategoryOrItemTxt
Cost Or Other Basis$16,784,360CostOrOtherBasisAmt
Book Value$16,784,360BookValueAmt
EOYFMV$16,784,360EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
DEADRILL LTD
MFO DFA INVET DIMENSIONS GROUP INC
VANGUARD SELECTED VALUE INVESTOR
MFO DFA INVT DIMENSIONS GROUP INCFMV$431,082$431,082
MFC FLEXSHARES TR MORNINGSTAR GLOBALFMV$1,192,165$1,192,165
VANGUARD STAR INVESTOR

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemBUILDINGS & EQUIPMENTCategoryOrItemTxt
Cost Or Other Basis$1,587,289CostOrOtherBasisAmt
Accumulated Depreciation$604,263AccumulatedDepreciationAmt
Book Value$983,026BookValueAmt
EOYFMV$983,026EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$5,592,773Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ADVERTISEMENT EXP$1,332
BANK CHATGES$152,428
FEES & PENALTIES$299
MAINTENANCE$4,511
OFFICE SUPPLIES$1,669
PROPERTY INSURANCE$6,352
SCHOLARSHIP PROGRAM EXPENSES$16,983
SPECIAL EVENT EXP$7,840
UTILITIES$19,837$1,838

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
FITNESS CHALLENGE$7,485
VENDING MACHINE INCOME$571

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRE ADJDesc
Amt$709,594Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$33,275Amt
Net Investment Income$33,275NetInvestmentIncomeAmt

Sales Of Inventory List SalesOfInventoryList

Inventory Sale InventorySaleGrp

FieldValueIRS element (for citing)
CategoryPRIME CUPCategoryTxt
Gross Sales$25,021GrossSalesAmt
Cost Of Goods Sold$24,202CostOfGoodsSoldAmt
Net$819NetAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAX$91,517
LICENSE, PERMITS & FILING FEES$895
PROPERTY TAXES$399,892$399,892
STATE TAX - CA$600