ONTARIO COMMUNITY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ONTARIO COMMUNITY FOUNDATION INC (EIN 95-1811238)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202321319349105557
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T19:13:05-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330381007 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kho & Patel | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 E Arrow Highway | AddressLine1Txt |
| City | San Dimas | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91773 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951811238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ontario Community Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ONTA | BusinessNameControlTxt |
| Phone | 9099857338 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 154-A West Foothill Boulevard 314 | AddressLine1Txt |
| City | Upland | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91786 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rene Biane | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Rene | PersonFirstNm |
| Person Last | Biane | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Douglas E Faulkner Jr CPA | PreparerPersonNm |
| PTIN | P00291085 | PTIN |
| Phone | 9099711000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,161,933 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $96,135 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,135 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $208,881 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,249,842 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $208,881 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $102 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $102 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $305,118 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $305,118 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $6,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,751 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,751 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,786 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,252 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $4,252 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,489 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,751 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,952 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $162,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $162,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $209,489 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,751 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $172,952 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $95,629 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $272,367 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,403 | CashBOYAmt |
| Cash EOY | $1,434 | CashEOYAmt |
| Cash EOYFMV | $1,434 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $136,964 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $123,661 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $123,661 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,507 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,274 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,507 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,507 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $694 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $694 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $130,062 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $119,737 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $119,737 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,623,958 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,867,834 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,867,834 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $324,813 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $438,553 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $438,553 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $383,156 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $607,513 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $607,513 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,606,630 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,161,933 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,161,933 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,639 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $1,639 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,604,991 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,161,933 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,604,991 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,161,933 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,606,630 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,161,933 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,604,991 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $95,629 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,700,620 | SubtotalAmt |
| Other Decreases | $538,687 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,161,933 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Sale of Investments | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2010-12-10 | AcquiredDt |
| Sold | 2022-12-31 | SoldDt |
| Gross Sales Price | $1,249,842 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,040,961 | CostOrOtherBasisAmt |
| Gain Or Loss | $208,881 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $208,881 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $208,881 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,786 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,786 | SubtotalAmt |
| Tax Based On Investment Income | $3,786 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,480 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,480 | TotalPaymentsAndCreditsAmt |
| Overpayment | $694 | OverpaymentAmt |
| Applied To ES Tax | $694 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mary Darbinian | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9099857338 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 154-A West Foothill Boulevard | AddressLine1Txt |
| City | Upland | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917863847 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Rene Biane | ||||||
| 154-A West Foothill Blvd 314 | Upland | CA | 91786 | President | 2.00 | $0 |
| Lowell Stark | ||||||
| 154-A West Foothill Blvd 314 | Upland | CA | 91786 | Secretary | 2.00 | $0 |
| Dann Bowman | ||||||
| 154-A West Foothill Blvd 314 | Upland | CA | 91786 | Trustee | 2.00 | $0 |
| Kelly McMenomy | ||||||
| 154-A West Foothill Blvd 314 | Upland | CA | 91786 | Trustee | 2.00 | $0 |
| Bob Bennett | ||||||
| 154-A West Foothill Blvd 314 | Upland | CA | 91786 | Trustee | 2.00 | $0 |
| Maggie Latimer | ||||||
| 154-A West Foothill Blvd 314 | Upland | CA | 91786 | Trustee | 2.00 | $0 |
| Warren Stewart | ||||||
| 154-A West Foothill Blvd 314 | Upland | CA | 91786 | Trustee | 2.00 | $0 |
| Donald Spaulding | ||||||
| 154-A West Foothill Blvd 314 | Upland | CA | 91786 | Trustee | 2.00 | $0 |
| Jon Novack | ||||||
| 154-A West Foothill Blvd 314 | Upland | CA | 91786 | Trustee | 2.00 | $0 |
| Owen Pillow | ||||||
| 154-A West Foothill Blvd 314 | Upland | CA | 91786 | Vice President | 2.00 | $0 |
| Linda Gladson | ||||||
| 154-A West Foothill Blvd 314 | Upland | CA | 91786 | Treasurer | 2.00 | $0 |
| John Andrews | ||||||
| 154-A West Foothill Blvd 314 | Upland | CA | 91786 | Trustee | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,247,813 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $133,731 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,201 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,384,745 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,384,745 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,771 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,333,974 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $166,699 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $166,699 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,786 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,786 | TotalTaxAmt |
| Distributable Before Adj | $162,913 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $162,913 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $162,913 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $172,952 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $172,952 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $162,913 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $24,383 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $36,437 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,101 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,928 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,894 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $110,743 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $172,952 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $162,913 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,039 | RemainingDistriFromCorpusAmt |
| Total Corpus | $120,782 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $24,383 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $96,399 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,437 | ExcessFromYear4Amt |
| Excess From Year3 | $16,101 | ExcessFromYear3Amt |
| Excess From Year2 | $16,928 | ExcessFromYear2Amt |
| Excess From Year1 | $16,894 | ExcessFromYear1Amt |
| Excess From Current Year | $10,039 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Ontario Community Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 154-A West Foothill Boulevard 314 | AddressLine1Txt |
| City | Ontario | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91762 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9099857338 | RecipientPhoneNum |
| Form And Info And Materials | Information should be in writing and include name, address, amount being requested, specific information as to what funds will be used for. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | No submission deadlines. Requests are reviewed at meetings. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Amount limitations are based on availability. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| VNA Hospice & Palliative | |||||||
| 2151 Convention Center Way | Ontario | CA | 91762 | None | PC | Medical Health Services for the Needy | $10,000 |
| CLASP | |||||||
| 1111 North Mountain Avenue | Claremont | CA | 91711 | None | PC | Materials for Online, etc. | $8,000 |
| Aging Next | |||||||
| 141 Spring Street | Claremont | CA | 91711 | None | PC | Help Elderly Needs | $10,000 |
| Foothill Family Shelter | |||||||
| 1501 West Ninth Street D | Upland | CA | 91786 | None | PC | 120 Day Step Stones Program | $20,000 |
| House of Ruth | |||||||
| PO Box 459 | Claremont | CA | 91711 | None | PC | Support Child Abuse Program | $15,000 |
| Pacific Lifeline | |||||||
| PO Box 1424 | Upland | CA | 91785 | None | PC | Support Services | $10,000 |
| CASA - San Bernardino | |||||||
| PO Box 519 | Rialto | CA | 92377 | None | PC | Foster Youth Program | $10,000 |
| Rotary Upland | |||||||
| PO Box 701 | Upland | CA | 91785 | None | PC | Just Read Program | $6,000 |
| American Red Cross | |||||||
| 10600 North Trademark Suite 406 | Rancho Cucamonga | CA | 91730 | None | PC | Sound the Alarm Program | $5,000 |
| Megans Wings Inc | |||||||
| 1735 North Kelly Avenue | Upland | CA | 91784 | None | PC | Improve Health of Sick Children, Services | $20,000 |
| Upland Community Resource Center | |||||||
| 100 NEuclid Avenue | Upland | CA | 91786 | None | PC | Homeless Prevention | $8,000 |
| Adonai Nonprofit | |||||||
| 8038 Rosebud Street | Alta Loma | CA | 91701 | None | PC | School Supplies | $12,000 |
| Inland Valley Hope Partners | |||||||
| 1753 North Park Avenue | Pomona | CA | 91711 | None | PC | SOVA Program | $10,000 |
| Warrior for Children | |||||||
| 523 Howard Access Road | Upland | CA | 91786 | None | PC | Jack Pack Program | $8,000 |
| Casa Colina | |||||||
| 255 East Bonita Avenue | Pomona | CA | 91767 | None | PC | DMI Program | $5,000 |
| United Service Organization | |||||||
| 1940 East Moore Way | Ontario | CA | 91761 | None | PC | Military Support | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $162,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96,135 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $208,881 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $305,016 | ExclusionAmt |
| Related Or Exempt Function Incm | $102 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $305,118 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $6,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,700 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administration Costs | $1,215 | $1,215 |
| Filing Fees | $100 | $100 |
| Insurance | $2,937 | $2,937 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue And Expenses Per Books | $102 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $32,751 | Amt |
| Net Investment Income | $32,751 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Excise Tax | CategoryTxt |
| Amt | $3,786 | Amt |
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