UPLAND-FOOTHILL KIWANIS FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
UPLAND-FOOTHILL KIWANIS FOUNDATION (EIN 33-0906099)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-28
IRS object ID
202413029349302611
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-28T18:12:00-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271434076PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MERCHANTS BOOKKEEPINGBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1516 N LAUREL AVEAddressLine1Txt
CityONTARIOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91762ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330906099EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UPLAND FOOTHILL KIWANIS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUPLABusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1955AddressLine1Txt
CityUPLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91785ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRALPH CAVALLOPersonNm
Person TitlePRESIDENT ELECTPersonTitleTxt
Phone9099830652PhoneNum
Signature2024-10-28SignatureDt
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 PersonKAREN HUMMEL EAPreparerPersonNm
PTINP00642158PTIN
Phone9099830652PhoneNum
Preparation2024-10-28PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAMIRA BREWARTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1955AddressLine1Txt
CityUPLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91785ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$440,375GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UFKIWANIS.ORGWebsiteAddressTxt
Type Of Organization OtherYes (X)TypeOfOrganizationOtherInd
Other Organization DscFOUNDATIONOtherOrganizationDsc
Formation1956FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionSUPPORT CHARITIES AND YOUTH ORGANIZATIONS IN THE CITY OF UPLANDActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,879PYContributionsGrantsAmt
CY Contributions Grants$2,718CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$6,231PYInvestmentIncomeAmt
CY Investment Income$332,407CYInvestmentIncomeAmt
PY Other Revenue$68,368PYOtherRevenueAmt
CY Other Revenue$68,923CYOtherRevenueAmt
PY Total Revenue$79,478PYTotalRevenueAmt
CY Total Revenue$404,048CYTotalRevenueAmt
PY Grants And Similar Paid$82,713PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$62,660CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$1,290CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,135PYOtherExpensesAmt
CY Other Expenses$3,492CYOtherExpensesAmt
PY Total Expenses$84,848PYTotalExpensesAmt
CY Total Expenses$67,442CYTotalExpensesAmt
PY Revenues Less Expenses-$5,370PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$336,606CYRevenuesLessExpensesAmt
Total Assets BOY$650,781TotalAssetsBOYAmt
Total Assets EOY$977,990TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$650,781NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$977,990NetAssetsOrFundBalancesEOYAmt
MissionSUPPORT CHARITIES AND YOUTH ORGANIZATIONS IN THE CITY OF UPLANDMissionDesc
Expense$67,442ExpenseAmt
Grant$62,660GrantAmt
Revenue$404,048RevenueAmt
DescSUPPORT CITY OF UPLAND CHARITIES AND YOUTH ORGANIZATIONSDesc
Total Program Service Expenses$67,442TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonAMIRA BREWARTPersonNm
Phone9099830652PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1955AddressLine1Txt
CityUPLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91785ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RALPH CAVALLO
PRESIDENT ELECT4.001.00Yes (X)$0$0$0
AMIRA BREWART
PRESIDENT10.000.00Yes (X)$0$0$0
MARILYN SPEARS
SECT6.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$2,718AllOtherContributionsAmt
Total Contributions$2,718TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescNADesc

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,258TotalRevenueColumnAmt
Related Or Exempt Func Income$8,258RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$324,149SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$324,149SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$324,149TotalRevenueColumnAmt
Related Or Exempt Func Income$324,149RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$105,250FundraisingGrossIncomeAmt
Fundraising Direct Expenses$36,327FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$68,923TotalRevenueColumnAmt
Exclusion$68,923ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$404,048TotalRevenueColumnAmt
Related Or Exempt Func Income$332,407RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$68,923ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$62,660TotalAmt
Program Services$62,660ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$1,290TotalAmt
Program Services$1,290ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,447TotalAmt
Program Services$1,447ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
BANK CHARGES$1,115$1,115
SLP RENT$930$930

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$67,442TotalAmt
Program Services$67,442ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$137,558BOYAmt
EOY$73,243EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,808BOYAmt
EOY$153,786EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$511,415BOYAmt
EOY$750,961EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$650,781BOYAmt
EOY$977,990EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$650,781BOYAmt
EOY$977,990EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$650,781BOYAmt
EOY$977,990EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$650,781BOYAmt
EOY$977,990EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$336,606ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$9,397OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$104,390CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$52,522CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,853CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,368CurrentTaxYearMinus1YearAmt
Current Tax Year$68,923CurrentTaxYearAmt
Total$351,056TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$104,390CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$52,522CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,853CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,368CurrentTaxYearMinus1YearAmt
Current Tax Year$68,923CurrentTaxYearAmt
Total$351,056TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$351,056PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,974CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,102CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,941CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,231CurrentTaxYearMinus1YearAmt
Current Tax Year$7,370CurrentTaxYearAmt
Total$104,618TotalAmt
FieldValueIRS element (for citing)
Total Support$455,674TotalSupportAmt
Public Support CY1700.77040PublicSupportCY170Pct
Public Support PY1700.76240PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNAMEvent1Nm

Schedule I IRS990ScheduleI

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeNAGrantTypeTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Member election for additional members Part VI line 7aOFFICERS ARE NOMINATED AND APPROVED BY MEMBERS
Governing body decisions Part VI line 7bDECISIONS OF FOUDATION SUBJECT TO APPROVAL OF MEMBERS AND BOARD
Form 990 governing body review Part VI line 11DOCUMENTS AVAILABLE UPON REQUEST
Governing documents etc available to public Part VI line 19NO REVIEW WAS CONDUCTED
Explanation of other changes in net assets or fund balances Part XI line 9DECREASE IN STOCK VALUE

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