THE RAUCH FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE RAUCH FAMILY FOUNDATION (EIN 58-1888280)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-24
- IRS object ID
- 202332979349100973
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-24T16:18:05-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954108809 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRAZER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 E KATELLA AVE STE 900 | AddressLine1Txt |
| City | ANAHEIM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92806 | 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 | 581888280 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RAUCH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAUC | BusinessNameControlTxt |
| Phone | 7149901040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 EMERSON STREET | AddressLine1Txt |
| City | UPLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91784 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR SAMUEL SALEN | PersonNm |
| Person Title | TREAS,PRESIDENT,DIRECTOR | PersonTitleTxt |
| Phone | 9096244491 | PhoneNum |
| Signature | 2023-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DR | PersonFirstNm |
| Person Last | SAMUEL SALEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFF C JONES | PreparerPersonNm |
| PTIN | P00568784 | PTIN |
| Phone | 7149901040 | 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 |
| 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 | $219,596,811 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,526,591 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,526,591 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,126,335 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,942,556 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,126,335 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,652,926 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,652,926 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $126,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $126,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $26,278 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $26,278 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $64,734 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $64,734 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $194,395 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $194,395 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $232,008 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $226,623 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $643,415 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $638,030 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,218,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,218,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,861,665 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $638,030 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,218,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,208,739 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,014,896 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,207,331 | CashBOYAmt |
| Cash EOY | $3,056,890 | CashEOYAmt |
| Cash EOYFMV | $3,056,890 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $941,553 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $741,574 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $741,574 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $105,273,737 | CorporateStockBOYAmt |
| Corporate Stock EOY | $88,170,210 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $191,468,671 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,744,272 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $16,424,334 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $21,342,006 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $4,690,178 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,987,670 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,987,670 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $113,857,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $111,380,678 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $219,596,811 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $15,765 | AccountsPayableBOYAmt |
| Grants Payable BOY | $25,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,350,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $40,765 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,350,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $113,816,306 | RetainedEarningBOYAmt |
| Retained Earning EOY | $110,030,678 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $113,816,306 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $110,030,678 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $113,857,071 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $111,380,678 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $113,816,306 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,208,739 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,988,826 | OtherIncreasesAmt |
| Subtotal | $127,596,393 | SubtotalAmt |
| Other Decreases | $17,565,715 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $110,030,678 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB #3251 | P | 2021-01-01 | 2022-12-31 | $1,584,006 | $766,756 | $817,250 | $817,250 |
| CHARLES SCHWAB #8393 | P | 2021-01-01 | 2022-12-31 | $359,001 | $421,728 | -$62,727 | -$62,727 |
| CHARLES SCHWAB #2478 | P | 2021-01-01 | 2022-12-31 | $160,225 | $186,736 | -$26,511 | -$26,511 |
| CHARLES SCHWAB #8905 | P | 2021-01-01 | 2022-12-31 | $407,056 | $501,397 | -$94,341 | -$94,341 |
| CAPITAL GROUP | P | 2021-01-01 | 2022-12-31 | $2,271,986 | $2,087,001 | $184,985 | $184,985 |
| CHARLES SCHWAB #8393 | P | 2022-01-01 | 2022-12-31 | $424,820 | $490,807 | -$65,987 | -$65,987 |
| CHARLES SCHWAB #2478 | P | 2022-01-01 | 2022-12-31 | $1,189,394 | $1,062,699 | $126,695 | $126,695 |
| CHARLES SCHWAB #8905 | P | 2022-01-01 | 2022-12-31 | $361,298 | $400,955 | -$39,657 | -$39,657 |
| CAPITAL GROUP | P | 2022-01-01 | 2022-12-31 | $616,857 | $898,142 | -$281,285 | -$281,285 |
| CHARLES SCHWAB #8905 - CAPITAL GAIN DISTRIBUTION | P | 2021-01-01 | 2022-12-31 | $6,373 | $6,373 | $6,373 | |
| CAPITAL GROUP - CAPITAL GAIN DISTRIBUTION | P | 2021-01-01 | 2022-12-31 | $63,166 | $63,166 | $63,166 | |
| RAUCH LIVING TRUST - PASS-THROUGH | P | 2021-01-01 | 2022-12-31 | $498,374 | $498,374 | $498,374 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,126,335 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,007 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,007 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,007 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $169,838 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $169,838 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $141,831 | OverpaymentAmt |
| Applied To ES Tax | $141,831 | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | DR SAMUEL SALEN TREASURERCO FRA | IndividualWithBooksNm |
| Phone | 7149901040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 E KATELLA AVENUE SUITE 900 | AddressLine1Txt |
| City | ANAHEIM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92806 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| HEATHER BR WATKINS | ||||||||
| 136 EMERSON STREET | UPLAND | CA | 91784 | SECR/DIR/VP | 1.00 | $0 | $0 | $0 |
| JESSE SALEN | ||||||||
| 136 EMERSON STREET | UPLAND | CA | 91784 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SAMUEL SALEN | ||||||||
| 136 EMERSON STREET | UPLAND | CA | 91784 | PRESIDENT | 15.00 | $126,000 | $0 | $0 |
| OLIVIA WATKINS | ||||||||
| 136 EMERSON STREET | UPLAND | CA | 91784 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAPITAL GROUP PERSHING ADVISOR SOLUTIONS LLC | |||||
| ONE PERSHING PLAZA | JERSEY CITY | NJ | 07399 | MANAGEMENT FEES | $168,342 |
| FRAZER LLP | |||||
| 2400 E KATELLA AVENUE SUITE 900 | ANAHEIM | CA | 92806 | ACCOUNTING SERVICES | $64,734 |
| CHARLES SCHWAB & CO INC | |||||
| 3000 SCHWAB WAY | WESTLAKE | TX | 76262 | MANAGEMENT FEES | $57,740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $206,501,187 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,536,798 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $212,037,985 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $212,037,985 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,180,570 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $208,857,415 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,442,871 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,442,871 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,007 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,007 | TotalTaxAmt |
| Distributable Before Adj | $10,414,864 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,414,864 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,414,864 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,218,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,218,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,414,864 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $17,117,859 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,117,859 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,218,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,218,250 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,196,614 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,196,614 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,921,245 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,921,245 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $14,921,245 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| TEMPLE BETH ISRAEL | ||||||
| 3033 N TOWNE AVENUE | POMONA | CA | 91767 | PC | UNRESTRICTED ANNUAL GIVING | $2,500 |
| CAMBODIAN BUDDHIST SOCIETY DIR CHOICE JAS | ||||||
| 209 E LEXINGTON AVE | POMONA | CA | 91766 | PC | UNRESTRICTED ANNUAL GIVING | $2,500 |
| FORWARD ADVANTAGE FOUNDATION | ||||||
| 7255 N FIRST ST | FRESNO | CA | 93720 | PC | UNRESTRICTED ANNUAL GIVING | $5,000 |
| BE PERFECT FOUNDATION | ||||||
| 720 INDIGO CT | POMONA | CA | 91767 | PC | UNRESTRICTED ANNUAL GIVING | $5,000 |
| ICAHN SCHOOL OF MEDICINE | ||||||
| 1 GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | PC | SCHOLARSHIP FUND | $5,000 |
| TEMPLE BETH ISRAEL | ||||||
| 3033 N TOWNE AVENUE | POMONA | CA | 91767 | PC | UNRESTRICTED ANNUAL GIVING | $7,500 |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | PC | SUPPORT FOR THE RARE DISEASES TRANSITION PROGRAM - PASSAGES | $10,000 |
| EMPOWERING LIVES INTERNATIONAL | ||||||
| W 9TH ST UPLAND | UPLAND | CA | 91786 | PC | UNRESTRICTED ANNUAL GIVING | $10,000 |
| SAY SAN DIEGO | ||||||
| 4275 EL CAJON BLVD UNIT 101 | SAN DIEGO | CA | 91210 | PC | UNRESTRICTED ANNUAL GIVING | $10,000 |
| JEWISH FAMILY SERVICE OF SAN DEGIO | ||||||
| 8804 BALBOA AVE SAN DIEGO | SAN DIEGO | CA | 92123 | PC | UNRESTRICTED ANNUAL GIVING | $10,000 |
| THOMAS JEFFERSON UNIVERSITY | ||||||
| 1020 WALNUT STREET | PHILADELPHIA | PA | 19107 | PC | UNRESTRICTED ANNUAL GIVING | $12,500 |
| HOUSE OF RUTH | ||||||
| 605 N CUMMINGS STREET | LOS ANGELES | CA | 90033 | PC | UNRESTRICTED ANNUAL GIVING | $15,000 |
| WARRIORS FOR CHILDREN | ||||||
| 1523 HOWARD ACCESS RD UNIT A | UPLAND | CA | 91786 | PC | UNRESTRICTED ANNUAL GIVING | $15,000 |
| PACIFIC LIFELINE | ||||||
| PO BOX 1424 | UPLAND | CA | 91785 | PC | UNRESTRICTED ANNUAL GIVING | $20,000 |
| FOOTHILL FAMILY SHELTER | ||||||
| 1501 WEST NINTH STREET SUITE D | UPLAND | CA | 91768 | PC | UNRESTRICTED ANNUAL GIVING | $20,000 |
| THE LIFE YOU CAN SAVE | ||||||
| 975 WARD ROAD | SEQUIM | WA | 98382 | PC | UNRESTRICTED ANNUAL GIVING | $25,000 |
| PILGRIM PLACE | ||||||
| 721 HARRISON AVENUE | CLAREMONT | CA | 91711 | PC | UNRESTRICTED ANNUAL GIVING | $25,000 |
| TIME FOR CHANGE FOUNDATION | ||||||
| 2164 N MOUNTAIN VIEW AVE | SAN BERNARDINO | CA | 92405 | PC | UNRESTRICTED ANNUAL GIVING | $36,250 |
| SHEU FAMILY YMCA | ||||||
| 1150 EAST FOOTHILL BLVD | UPLAND | CA | 91786 | PC | SUPPORT PRESCHOOL PROGRAM | $50,000 |
| UNICEF | ||||||
| 101 MONTGOMERY ST 625 | SAN FRANCISCO | CA | 94104 | PC | UNRESTRICTED ANNUAL GIVING | $50,000 |
| BRIGHT PROSPECT | ||||||
| 1460 EAST HOLT AVENUE SUITE 74 | POMONA | CA | 91767 | PC | UNRESTRICTED ANNUAL GIVING | $50,000 |
| LIGHTHOUSE SOCIAL SERVICES | ||||||
| 1003 E COOLEY DR 205 | COLTON | CA | 92324 | PC | UNRESTRICTED ANNUAL GIVING | $70,000 |
| INLAND VALLEY HOPE PARTNERS | ||||||
| 1753 N PARK AVENUE | POMONA | CA | 91768 | PC | UNRESTRICTED ANNUAL GIVING | $75,000 |
| UNICEF | ||||||
| 101 MONTGOMERY ST 625 | SAN FRANCISCO | CA | 94104 | PC | UNRESTRICTED ANNUAL GIVING | $100,000 |
| POMONA VALLEY HOSPITAL MEDICAL CENTER | ||||||
| 1798 N GAREY AVE | POMONA | CA | 91767 | PC | UNRESTRICTED ANNUAL GIVING | $100,000 |
| THE SALVATION ARMY DISASTER RELIEF | ||||||
| 2950 MANOA ROAD | HONOLULU | HI | 96822 | PC | UNRESTRICTED ANNUAL GIVING | $100,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 333 7TH AVENUE | NEW YORK | NY | 10029 | PC | UNRESTRICTED ANNUAL GIVING | $100,000 |
| HOPE THROUGH HOUSING FOUNDATION | ||||||
| 9421 HAVEN AVENUE | RANCHO CUCAMONGA | CA | 91730 | PC | UNRESTRICTED ANNUAL GIVING. | $150,000 |
| LOS ANGELES OPERA | ||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90078 | PC | UNRESTRICTED ANNUAL GIVING | $150,000 |
| THE UCR FOUNDATION | ||||||
| 1136 HINDERAKER HALL | RIVERSIDE | CA | 92521 | PC | UNRESTRICTED ANNUAL GIVING | $187,000 |
| THE CARTER CENTER | ||||||
| 453 JOHN LEWIS FREEDOM PARKWAY NE | ATLANTA | GA | 30307 | PC | UNRESTRICTED ANNUAL GIVING | $200,000 |
| THE CARTER CENTER | ||||||
| 453 JOHN LEWIS FREEDOM PARKWAY NE | ATLANTA | GA | 30307 | PC | SOUTH SUDANESE TRACHOMA PROJECT | $200,000 |
| LA PHILHARMONIC ASSOCATION FBO YOLA | ||||||
| 151 S GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | UNRESTRICTED ANNUAL GIVING | $200,000 |
| CHILDHELP (BEAUMONT FACILITY) | ||||||
| 14700 MANZANITA PARK RD | BEAUMONT | CA | 92223 | PC | UNRESTRICTED ANNUAL GIVING | $200,000 |
| JAMBOREE HOUSING INC | ||||||
| 17701 COWAN 200 | IRVINE | CA | 92614 | PC | UNRESTRICTED ANNUAL GIVING | $250,000 |
| ARROWHEAD REGIONAL MEDICAL CENTER FOUNDATION | ||||||
| 400 N PEPPER AVE | COLTON | CA | 92324 | PC | UNRESTRICTED ANNUAL GIVING | $300,000 |
| FEEDING AMERICA RIVERSIDE & SAN BERNARDINO COUNTIES | ||||||
| 2950 - B 2950 JEFFERSON ST STE B | RIVERSIDE | CA | 92504 | PC | UNRESTRICTED ANNUAL GIVING | $450,000 |
| GIVEWELL - DIRECTORS CHOICE | ||||||
| 1714 FRANKLIN STREET 100335 | OAKLAND | CA | 94612 | PC | UNRESTRICTED ANNUAL GIVING | $500,000 |
| A COMMUNITY OF FRIENDS | ||||||
| 3701 WILSHIRE BLVD 700 | LOS ANGELES | CA | 90010 | PC | UNRESTRICTED ANNUAL GIVING | $500,000 |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | PC | SUPPORT FOR THE HEMOTOLOGY DEPARTMENT | $500,000 |
| CARTER CENTER - 20222023 TRACHOMA INTERVENTIONS IN SUDAN PROJECT | ||||||
| 453 JOHN LEWIS FREEDOM PARKWAY NE | ATLANTA | GA | 30307 | PC | UNRESTRICTED ANNUAL GIVING | $600,000 |
| GIVEWELLAKATHE CLEAR FUND- MALARIA CONSORTIUM | ||||||
| 1714 FRANKLIN STREET 100335 | OAKLAND | CA | 94612 | PC | THE CLEAR FUND AGAINST MALARIA | $750,000 |
| WORLD FOOD PROGRAM USA | ||||||
| 1750 H STREET NW SUITE 500 | WASHINGTON DC | DC | 20006 | PC | UNRESTRICTED ANNUAL GIVING | $850,000 |
| GIVEWELL MALARIA CONSORTIUM | ||||||
| 1714 FRANKLIN STREET 100335 | OAKLAND | CA | 94612 | PC | UNRESTRICTED ANNUAL GIVING | $1,300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,218,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,526,591 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,126,335 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,652,926 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,652,926 | 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 FEES | CategoryTxt |
| Amt | $64,734 | Amt |
| Net Investment Income | $64,734 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS AND TREASURIES CHARLES SCHWAB | $101,246 | $101,246 |
| MUTUAL FUNDS BONDS - CAPITAL GROUP | $16,323,088 | $21,240,760 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK CHARLES SCHWAB | $84,017,943 | $187,316,404 |
| CORPORATE STOCK - VANGUARD | $4,152,267 | $4,152,267 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $26,278 | LegalFeesAmt |
| Net Investment Income | $26,278 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM PASS THROUGH ENTITY | Desc |
| BOY Book Value | $4,690,178 | BOYBookValueAmt |
| EOY Book Value | $2,987,670 | EOYBookValueAmt |
| EOYFMV | $2,987,670 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2022 UNREALIZED GAIN/LOSS | $17,417,490 |
| BOOK/TAX DIFFERENCE CAPITAL GAIN/LOSS | $148,225 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES AND POSTAGE | $2,637 | $0 | $0 |
| TRAVEL | $2,748 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $226,623 | $226,623 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCE INTEREST AND DIVIDENDS | $427,813 |
| PRIOR YEARS CUMULATIVE BOOK/TAX DIFFERENCES | $16,489,087 |
| BOOK/TAX DIFFERENCE GRANTS | $1,928 |
| 2022 PASSTHROUGH ENTITY BOOK/TAX DIFFERENCE | $3,062,945 |
| MISC BOOK/TAX DIFFERENCE | $7,053 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $30,004 | $30,004 | $0 |
| FEDERAL TAX PAYMENTS | $115,838 | $115,838 | $0 |
| PAYROLL TAXES | $12,953 | $12,953 | $0 |
| PAYROLL WAGE EXPENSES | $35,600 | $35,600 | $0 |
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