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WHOLISTIC RESEARCH AND EDUCATION FOUNDATION: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WHOLISTIC RESEARCH AND EDUCATION FOUNDATION (EIN 82-1858893)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202203199349211120
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-15T16:25:54-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330885895PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LINDSAY & BROWNELL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14225 EXECUTIVE SQUARE SUITE 1150AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN821858893EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WHOLISTIC RESEARCH AND EDUCATIONBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWHOLBusinessNameControlTxt
Phone6503946012PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13456 FORTUNA RANCH ROADAddressLine1Txt
CityENCINITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPELIN THOROGOODPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6503946012PhoneNum
Signature2022-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPELINPersonFirstNm
Person LastTHOROGOODPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY H MCGROARTYPreparerPersonNm
PTINP00735101PTIN
Phone8585589200PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressWHOLISTIC.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$6,089GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$6,089ContributionsGiftsGrantsEtcAmt
Total Revenue$6,089TotalRevenueAmt
Grants And Similar Amounts Paid$35,000GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$1,360FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$3,703OtherExpensesTotalAmt
Total Expenses$40,063TotalExpensesAmt
Excess Or Deficit For Year-$33,974ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$37,836NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$3,862NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$37,836BOYAmt
EOY$3,862EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$37,836BOYAmt
EOY$3,862EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$37,836BOYAmt
EOY$3,862EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeWHOLISTIC RESEARCH AND EDUCATION FOUNDATION IS DEDICATED TO APPLYING RESOURCES TO GAPS IN EXISTING RESEARCH, LEVERAGING A MULTI-DISCIPLINARY APPROACH, EDUCATING THE PUBLIC AND HEALTH CARE PRACTITIONERS WITH RESEARCH-DRIVEN DATA, AND DRIVING EVIDENCE-BASED DRUG POLICY AT THE FEDERAL LEVEL BY HELPING TRANSLATE RESEARCH RESULTS TO IMPACT POLICY.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomWHOLISTIC RESEARCH AND EDUCATION FOUNDATION WILL SUPPORT SCIENTIFIC RESEARCH ON THE USE OF CANNABINOID IN TREATING MEDICAL DISORDERS, AND WILL PROVIDE ACCURATE ANDSCIENCE-BASED INFORMATION TO THE GENERAL PUBLIC ABOUT MEDICINAL USE OF CANNABINOIDS.DescriptionProgramSrvcAccomTxt
Grants And Allocations$35,000GrantsAndAllocationsAmt
Program Service Expenses$37,653ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$37,653TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PELIN THOROGOOD
DIRECTOR, PRESIDENT20.00$0$0$0
ANDREW NOORDA
DIRECTOR, CHAIRMAN OF THE1.00$0$0$0
TED ROTH
DIRECTOR, SECRETARY & TREA1.00$0$0$0
REENA HOROWITZ
DIRECTOR0.10$0$0$0
CHERYL PIA
DIRECTOR0.10$0$0$0
TYLER WAKSTEIN
DIRECTOR0.10$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonANDY NOORDAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13456 FORTUNA RANCH ROADAddressLine1Txt
CityENCINITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92024ZIPCd
FieldValueIRS element (for citing)
Phone6503946012PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$81,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$85,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$55,900CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$78,233CurrentTaxYearMinus1YearAmt
Current Tax Year$6,089CurrentTaxYearAmt
Total$306,222TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$81,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$85,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$55,900CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$78,233CurrentTaxYearMinus1YearAmt
Current Tax Year$6,089CurrentTaxYearAmt
Total$306,222TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$237,780SubstantialContributorsTotAmt
Public Support Total170$68,442PublicSupportTotal170Amt
Total Support$306,222TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART IIFormAndLineReferenceDesc
ExplanationTHE 2017 TAX YEAR WAS THE INITIAL RETURN FOR THE ORGANIZATION AND WAS A SHORT YEAR.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: RESEARCH FUNDING. GRANTEE NAME: UNIVERSITY OF CALIFORNIA IRVINE. GRANTEE ADDRESS: 100 THEORY, SUITE 250 IRVINE, CA 92617. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/14/21. AMOUNT GIVEN: 30,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: RESEARCH FUNDING. GRANTEE NAME: UNIVERSITY OF CALIFORNIA IRVINE. GRANTEE ADDRESS: 100 THEORY, SUITE 250 IRVINE, CA 92617. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/27/21. AMOUNT GIVEN: 5,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 35,000.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: BANK FEES. AMOUNT: 167. DESCRIPTION: INSURANCE. AMOUNT: 883. DESCRIPTION: OUTREACH EXPENSES. AMOUNT: 2,636. DESCRIPTION: TRAVEL EXPENSES. AMOUNT: 17. TOTAL TO FORM 990-EZ, LINE 16: 3,703.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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