REDIGER FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- REDIGER FAMILY FOUNDATION (EIN 95-4700641)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-10
- IRS object ID
- 202201309349104260
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-10T19:27:27-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954538174 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILAM KNECHT & WARNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 N BRAND BLVD SIXTH FLOOR | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954700641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE REDIGER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REDI | BusinessNameControlTxt |
| Phone | 8188422312 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10061 RIVERSIDE DRIVE 1021 840 | AddressLine1Txt |
| City | TOLUCA LAKE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAREN R REDIGER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8188422312 | PhoneNum |
| Signature | 2022-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAREN | PersonFirstNm |
| Person Last | REDIGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA TORGESEN | PreparerPersonNm |
| PTIN | P01253869 | PTIN |
| Phone | 8185509991 | PhoneNum |
| Preparation | 2022-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,346,776 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $265,495 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $483,522 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $483,522 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $483,522 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $197,160 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $197,160 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $197,160 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$95,970 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,781,545 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $184,717 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $850,207 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $865,399 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $680,682 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,746 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,746 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,103 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,103 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,847 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,847 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$8,824 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,744 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,872 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,440 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $564,025 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $564,025 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $580,897 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,440 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $564,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $269,310 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $837,959 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $680,682 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,027,911 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $320,901 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $320,901 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,806,215 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,515,875 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,515,875 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,704,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,510,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,510,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,538,126 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,346,776 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,346,776 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $16,538,126 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $19,346,776 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,538,126 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,346,776 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,538,126 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,346,776 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,538,126 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $269,310 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,539,340 | OtherIncreasesAmt |
| Subtotal | $19,346,776 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,346,776 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY - SHORT TERM TOTAL | P | $3,768,692 | $3,923,428 | -$154,736 | -$154,736 |
| FIDELITY - LONG TERM TOTAL | P | $3,011,062 | $2,673,400 | $337,662 | $337,662 |
| FIDELTITY - CAP GAIN DISTRIBUTIONS | P | $1,791 | $1,791 | $1,791 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $184,717 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$154,736 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,648 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,648 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,648 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,520 | 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 | $9,520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,128 | TaxDueAmt |
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 | 0 | 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 | DAREN R REDIGER | IndividualWithBooksNm |
| Phone | 8188422312 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10061 RIVERSIDE DR 1021 | AddressLine1Txt |
| City | TOLUCA LAKE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91602 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| DONALD E REDIGER | ||||||||
| 500 EAST OLIVE AVE 840 | BURBANK | CA | 91501 | CHAIRMAN OF THE BOARD | 5.00 | $12,000 | $0 | $0 |
| DENIS K REDIGER | ||||||||
| 500 EAST OLIVE AVE 840 | BURBANK | CA | 91501 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DUANE E REDIGER | ||||||||
| 500 EAST OLIVE AVE 840 | BURBNK | CA | 91501 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| DAREN R REDIGER | ||||||||
| 500 EAST OLIVE AVE 840 | BURBANK | CA | 91501 | PRESIDENT AND TREASURER | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,890,206 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $837,594 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,727,800 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,727,800 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $265,917 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,461,883 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $873,094 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $873,094 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,648 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,648 | TotalTaxAmt |
| Distributable Before Adj | $861,446 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $861,446 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $861,446 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $564,025 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $564,025 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $861,446 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $60,914 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $564,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $60,914 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $503,111 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $358,335 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ASSISTANCE LEAGUE OF LOS ANGELES | |||||
| 826 COLE AVE | LOS ANGELES | CA | 90038 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $15,000 |
| BURBANK TEMPORARY AID CENTER | |||||
| 1304 W BURBANK BLVD | BURBANK | CA | 91506 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $10,000 |
| CANVAS CHURCH | |||||
| 255 SUMMIT RIDGE DRIVE | KALISPEL | MT | 59901 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $85,000 |
| CHILDREN'S HUNGER FUND | |||||
| PO BOX 7085 | MISSION HILLS | CA | 91346 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $35,000 |
| COVENANT HOUSE CALIFORNIA | |||||
| 1325 N WESTERN AVE | HOLLYWOOD | CA | 90027 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $10,000 |
| EVANGEL UNIVERSITY | |||||
| 1111 N GLENSTONE | SPRINGFIELD | MO | 65802 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $100,000 |
| HARVARD WESTLAKE SCHOOL | |||||
| 3700 COLDWATER CANYON | STUDIO CITY | CA | 91604 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $10,000 |
| MOVE | |||||
| 11528 ORCAS AVE | LAKEVIEW TERRACE | CA | 91342 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $2,500 |
| PROVIDENCE HIGH SCHOOL | |||||
| 511 S BUENA VISTA ST | BURBANK | CA | 91505 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $1,000 |
| PROVIDENCE ST JOSEPH FOUNDATION | |||||
| 501 S BUENA VISTA | BURBANK | CA | 91505 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $20,000 |
| REACH UP REACH OUT MINISTRY | |||||
| 9018 BALBOA BLVD 323 | NORTHRIDGE | CA | 91325 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $12,500 |
| SAMARITAN HOUSE | |||||
| 124 9TH AVE WEST | KALISPELL | MT | 59901 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $5,000 |
| SAVING INNOCENCE | |||||
| PO BOX 93037 | LOS ANGELES | CA | 90093 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $10,000 |
| SPARROW'S NEST NORTHWEST MONTANA | |||||
| PO BOX 8384 | KALISPEL | MT | 59904 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $5,000 |
| THE FOUNDATION AT FLATHEAD VALLEY COLLEGE | |||||
| 777 GRANDVIEW DR | KALISPEL | MT | 59901 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $5,000 |
| THE MISSION CHURCH | |||||
| 4217 E GLORY LANE | APPLETON | WI | 54913 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $25,000 |
| VANGUARD UNIVERSITY | |||||
| 55 FAIR DRIVE | COSTA MESA | CA | 92626 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $10,000 |
| VILLAGE CHRISTIAN SCHOOL | |||||
| 8930 VILLGAE AVE | SUN VALLEY | CA | 91352 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $74,625 |
| VILLAGE CHURCH INC | |||||
| 3216 W VICTORY BLVD | BURBANK | CA | 91505 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $20,900 |
| WHITWORTH UNIVERSITY | |||||
| 300 W HAWTHORNE RD | SPOKANE | WA | 99251 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $10,000 |
| YOUNG LIFE | |||||
| 1066 E FAIRMOUNT RD | BURBANK | CA | 91501 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $10,000 |
| YWAM - MONTANA | |||||
| 501 BLACKTAIL RD | LAKESIDE | MT | 59922 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $30,000 |
| BRAVEHEART MINISTRIES | |||||
| PO BOX 1132 | KALISPELL | MT | 59903 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $5,000 |
| IN MOMENTS LIKES THESE | |||||
| 284 EAGLE CREST CRT | KALISPELL | MT | 59901 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $2,500 |
| YOUNG LIFE - COLLEGE | |||||
| PO BOX 91153 | TUSCON | AZ | 85752 | TO BE USED FOR CHARITABLE PURPOSES OF THE RECIPIENT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $564,025 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $483,522 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $197,160 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531110 | BusinessCd |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$95,970 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $584,712 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $584,712 | 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 | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 3DF CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(3) | OrganizationTypeDesc |
| Relationship Description | COMMON FOUNDER AND TRUSTEE | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DAREN REDIGER | |||||||
| 1 | 500 EAST OLIVE AVE 840 | BURBANK | CA | 91501 | $165,495 | Yes (X) | Yes (X) |
| DAVID AND NANCY BIXLER | |||||||
| 2 | 7425 ABERDEEN PKWY W | TULSA | OK | 74132 | $100,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 520 SHARES NVDA | NoncashPropertyDesc |
| Fair Market Value | $165,495 | FairMarketValueAmt |
| Received | 2021-12-08 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CPA | CategoryTxt |
| Amt | $2,103 | Amt |
| Net Investment Income | $2,103 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $13,515,875 | EOYBookValueAmt |
| EOYFMV | $13,515,875 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $5,510,000 | BookValueAmt |
| EOYFMV | $5,510,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,746 | LegalFeesAmt |
| Net Investment Income | $1,746 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MISC | $1,744 | $1,744 | $0 | $0 |
| FED TAX REFUND | -$10,568 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO REPORT STOCK AT END OF YEAR MARKET VALUE | Desc |
| Amt | $2,539,340 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $1,377 | $1,377 | $0 | $0 |
| FOREIGN TAXES | $2,470 | $2,470 | $0 | $0 |
Comments