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GEORGIA B RIDDER FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
GEORGIA B RIDDER FOUNDATION (EIN 95-4813547)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-11
IRS object ID
202231319349103503
Schema version
2021v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-11T09:01:56-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN822021615PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ATS Accounting Group IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16355 Topanga Canyon Blvd Ste 225AddressLine1Txt
CityWoodland HillsCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91367ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954813547EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GEORGIA B RIDDER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGEORBusinessNameControlTxt
Phone6267659345PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1531 SO MARENGO AVEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL R WHALENPersonNm
Person TitleDirectorPersonTitleTxt
Signature2022-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAEL RPersonFirstNm
Person LastWHALENPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael Trunnell CPAPreparerPersonNm
PTINP00397894PTIN
Phone8187041040PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,313,176FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$105,489DividendsRevAndExpnssAmt
Dividends Net Invst Incm$105,489DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$432,365NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,284,795GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$432,365CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$15,780OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$553,634TotalRevAndExpnssAmt
Total Net Invst Incm$537,854TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$61,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$24,400CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$36,600CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,727AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$864AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$863AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$41,135OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$41,135OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,725TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,675TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$50TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$649OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$649OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$106,236TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$68,074TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$38,162TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$275,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$275,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$382,036TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$68,074TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$313,962TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$171,598ExcessRevenueOverExpensesAmt
Net Investment Income$469,780NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$522,407SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$299,105SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$299,105SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,149,843CorporateStockBOYAmt
Corporate Stock EOY$2,270,465CorporateStockEOYAmt
Corporate Stock EOYFMV$5,435,652CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,195,606CorporateBondsBOYAmt
Corporate Bonds EOY$1,469,884CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,578,419CorporateBondsEOYFMVAmt
Total Assets BOY$3,867,856TotalAssetsBOYAmt
Total Assets EOY$4,039,454TotalAssetsEOYAmt
Total Assets EOYFMV$7,313,176TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,867,856RetainedEarningBOYAmt
Retained Earning EOY$4,039,454RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,867,856TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,039,454TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,867,856TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,039,454TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,867,856TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$171,598ExcessRevenueOverExpensesAmt
Subtotal$4,039,454SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,039,454TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDtCost Or Other BasisCostOrOtherBasisAmt
CHARLES SCHWAB CAP GAIN DISTRIBUTIONSP$63$63$63
CHARLES SCHWABP$1,135,879$450,143$450,1432001-01-012021-12-31$685,736
CHARLES SCHWABP$148,853-$17,841-$17,8412021-01-012021-12-31$166,694
FieldValueIRS element (for citing)
Capital Gain Net Income$432,365CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$17,778NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,530InvestmentIncomeExciseTaxAmt
Subtotal$6,530SubtotalAmt
Tax Based On Investment Income$6,530TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,180EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$7,180TotalPaymentsAndCreditsAmt
Overpayment$650OverpaymentAmt
Applied To ES Tax$650AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL R WHALENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6267659345PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1531 SO MARENGO AVEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP911013114ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMICHAEL R WHALENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1531 S MARENGO AVEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP911013114ZIPCd
FieldValueIRS element (for citing)
TitleDirectorTitleTxt
Average Hrs Per Wk Devoted To Pos2.50AverageHrsPerWkDevotedToPosRt
Compensation$61,000CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,705,088AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$284,582AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,989,670TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$6,989,670AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$104,845CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,884,825NetVlNoncharitableAssetsAmt
Minimum Investment Return$344,241MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$344,241MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,530TaxBasedOnInvestmentIncomeAmt
Total Tax$6,530TotalTaxAmt
Distributable Before Adj$337,711DistributableBeforeAdjAmt
Distributable Before Ded$337,711DistributableBeforeDedAmt
Distributable As Adjusted$337,711DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$313,962ExpensesAndContributionsAmt
Qualifying Distributions$313,962QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$337,711DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$117,816ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$117,816TotalExcessDistributionCyovAmt
Qualifying Distributions$313,962QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$313,962AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$23,749ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$23,749ExcessDistributionCyovAppCYAmt
Total Corpus$94,067TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$94,067ExcessDistriCyovToNextYrAmt
Excess From Year1$94,067ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFTER THE FINISH LINE
10153 RIVERSIDE DR 397TOLUCA LAKECA91602NONEPCGENERAL SUPPORT. HORSE RESCUE & REHABILITATION.$24,000
PLANNED PARENTHOOD-PASADENA SGV
1045 N LAKE AVENUEPASADENACA91104NONEPCSUPPORT FAMILY PLANNING$60,000
QUILTS FOR KIDS
891 12TH STREETBOULDERCO80302NONEPCGENERAL SUPPORT$20,000
SCRIPPS COLLEGE
1030 COLUMBIA AVENUE PMB 2008CLAREMONTCA91711NONEPCGENERAL SUPPORT$100,000
THE PETCARE FOUNDATION
C/O KENQUEST 499 N CANONBEVERLY HILLSCA90210NONEPCGENERAL SUPPORT$52,300
OUTWARD BOUND CALIFORNIA
PO BOX 29632SAN FRANCISCOCA94129NONEPCGENERAL SUPPORT$5,000
UNION STATION HOMELESS SERVICES
825 E ORANGE GROVE BLVDPASADENACA91104NONEPCGENERAL SUPPORT$10,000
RPR MAKEOVER
3357 HAZLEWOOD ROADEDGEWATERMD21037NONEPCGENERAL SUPPORT. HORSE RESCUE & REHABILITATION.$4,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$275,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$105,489ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,780ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$432,365ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$553,634ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$553,634TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,727Amt
Net Investment Income$864NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$863DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$57$57
OFFICE EXPENSE$592$592

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$15,780RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISOR FEESCategoryTxt
Amt$41,135Amt
Net Investment Income$41,135NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
CALIFORNIA ATTORNEY GENERAL$50$50
FOREIGN TAXES$1,675$1,675

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