WESTERN WIND FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WESTERN WIND FOUNDATION (EIN 46-5138494)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202223189349102857
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)
Return2022-11-14T10:36:10-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MILLER COOPER & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11751 Lake Cook Road Suite 400AddressLine1Txt
CityDeerfieldCityNm
State AbbreviationILStateAbbreviationCd
ZIP60015ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN465138494EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Western Wind FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JEREMY HOBBSInCareOfNm
Business Name ControlWESTBusinessNameControlTxt
Phone3128223071PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 N West Street Suite 1200AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19801ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJeremy HobbsPersonNm
Person TitlepresidentPersonTitleTxt
Phone3128223071PhoneNum
Signature2022-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJeremyPersonFirstNm
Person LastHobbsPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKathy KirchschlagerPreparerPersonNm
PTINP00523864PTIN
Phone8472055000PhoneNum
Preparation2022-11-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,801,500FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$47InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$47InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$204,893DividendsRevAndExpnssAmt
Dividends Net Invst Incm$204,893DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$259,571NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,550,736GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$259,571CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$464,511TotalRevAndExpnssAmt
Total Net Invst Incm$464,511TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$160,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$40,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$120,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$178,555LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$26,783LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$151,772LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$33,990AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$25,493AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$8,498AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,035TaxesRevAndExpnssAmt
Taxes Net Invst Incm$35TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$33,039OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30,626OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,413OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$409,619TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$122,937TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$282,683TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$480,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$482,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$889,819TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$122,937TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$765,383TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$425,308ExcessRevenueOverExpensesAmt
Net Investment Income$341,574NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$117,477CashBOYAmt
Cash EOY$0CashEOYAmt
Cash EOYFMV$0CashEOYFMVAmt
Sav And Temp Cash Invst BOY$96,380SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$153,566SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$153,566SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,570,077CorporateStockBOYAmt
Corporate Stock EOY$3,247,306CorporateStockEOYAmt
Corporate Stock EOYFMV$5,776,294CorporateStockEOYFMVAmt
Other Investments BOY$977,088OtherInvestmentsBOYAmt
Other Investments EOY$948,675OtherInvestmentsEOYAmt
Other Investments EOYFMV$871,640OtherInvestmentsEOYFMVAmt
Other Assets BOY$13,833OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$4,774,855TotalAssetsBOYAmt
Total Assets EOY$4,349,547TotalAssetsEOYAmt
Total Assets EOYFMV$6,801,500TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,154,747CapitalStockBOYAmt
Capital Stock EOY$2,154,747CapitalStockEOYAmt
Retained Earning BOY$2,620,108RetainedEarningBOYAmt
Retained Earning EOY$2,194,800RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,774,855TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,349,547TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,774,855TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,349,547TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,774,855TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$425,308ExcessRevenueOverExpensesAmt
Subtotal$4,349,547SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,349,547TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyJP MORGAN X47276PropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$1,544,102GrossSalesPriceAmt
Cost Or Other Basis$1,291,165CostOrOtherBasisAmt
Gain Or Loss$252,937GainOrLossAmt
Gains Minus Excess Or Losses$252,937GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$259,571CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,748InvestmentIncomeExciseTaxAmt
Subtotal$4,748SubtotalAmt
Tax Based On Investment Income$4,748TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,197EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$6,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$9,197TotalPaymentsAndCreditsAmt
Overpayment$4,449OverpaymentAmt
Applied To ES Tax$4,449AppliedToESTaxAmt

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
Org Report Or Register StateDEOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JEREMY HOBBSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3128220371PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1321 N CLARK STREET 5TH FLOORAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60654ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsYes (true)BusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
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)
PersonJEREMY HOBBSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 N West StreetAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19801ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENT/EXEC DIR/TREASURERTitleTxt
Average Hrs Per Wk Devoted To Pos35.0AverageHrsPerWkDevotedToPosRt
Compensation$160,000CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIDLEY AUSTIN LLPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE SOUTH DEARBORNAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd
FieldValueIRS element (for citing)
Service TypeLEGALServiceTypeTxt
Compensation$178,472CompensationAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,097,055AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$280,675AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,181,640FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,559,370TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,559,370AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$98,391CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,460,979NetVlNoncharitableAssetsAmt
Minimum Investment Return$323,049MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$323,049MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,748TaxBasedOnInvestmentIncomeAmt
Total Tax$4,748TotalTaxAmt
Distributable Before Adj$318,301DistributableBeforeAdjAmt
Recoveries Qualfied Distri$2,500RecoveriesQualfiedDistriAmt
Distributable Before Ded$320,801DistributableBeforeDedAmt
Distributable As Adjusted$320,801DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$765,383ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$765,383QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$320,801DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$52,354ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$155,233ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$261,248ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$283,361ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$752,196TotalExcessDistributionCyovAmt
Qualifying Distributions$765,383QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$320,801AppliedToCurrentYearAmt
Remaining Distri From Corpus$444,582RemainingDistriFromCorpusAmt
Total Corpus$1,196,778TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,196,778ExcessDistriCyovToNextYrAmt
Excess From Year4$52,354ExcessFromYear4Amt
Excess From Year3$155,233ExcessFromYear3Amt
Excess From Year2$261,248ExcessFromYear2Amt
Excess From Year1$283,361ExcessFromYear1Amt
Excess From Current Year$444,582ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonADMIN FOR WESTERN WIND FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1321 N CLARK ST 5TH FLOORAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60654ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3128223071RecipientPhoneNum
Form And Info And MaterialsLETTER OF INTRODUCTION, COPY OF MOST RECENT FINANCIAL STATEMENTS, ORGANIZATIONAL BUDGET, PROPOSED PROJECT BUDGET, AND APPLICANT'S TAX EXEMPT LETTER FROM THE IRS.FormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
The Chijnaya Foundation
1717 E Vista Chino Rd A7-488Palm SpringsCA92262PCPROGRAM GRANT - Community Development$35,000
The LGBT Community Center of the Desert
1301 North Palm Canyon Dr 3rd FlooPalm SpringsCA92262PCPROGRAM GRANT - Community Development LGBTQ$25,000
Chicagoland Toys for Tots
8900 S OdellBridgeviewIL60455PCprogram grant - Education$7,500
Palm Springs Cultural Center
2100 E Tahquitz Canyon WayPalm SpringsCA92262PCProgram Grant - Arts/ Cultural$2,500
The Foundation for PSUSD
333 S Farrell DrivePalm SpringsCA92262PCProgram Grant- Education$50,200
Wishes for Whitley
PO Box 924EdwardsvilleIL62025PCProgram Grant - Community Development$5,000
Well in the Desert
PO Box 5312Palm SpringsCA92263PCProgram Grant - Community Development$5,000
FIND Food Bank
83775 Citrus AveIndioCA92201PCProgram Grant - Community Development$45,000
National Audobon Society
225 Varick StNew YorkNY10014PCProgram Grant - Environmental/ Natural Resources$20,000
Alianza Coachella Valley
1515 5th StCoachellaCA92236PCprogram grant - Community Development$72,500
Inland Empire Community Foundation
3700 6th StCoachellaCA92236PCProgram Grant - Community Development$42,500
Palm Springs Young Playwrights Festival
1717 E Vista Chino A7 PMB 486Palm SpringsCA92262PCPROGRAM GRANT - Education Arts/ Cultural$7,500
American Corporation of the Arts
6233 Hollywood BoulevardLos AngelesCA90028PCProgram Grant - Arts/Cultural$5,000
Caravanserai Project
750 E Tahquitz Canyon Way Unit 1Palm SpringsCA92263PCProgram Grant - Environmental/ Natural Resources$10,000
Desert Ensemble Theatre Company Inc
457 N Palm Canyon Dr Ste CPalm SpringsCA92262PCProgram Grant - Arts/Cultural$5,000
Pacific Institute for Studies in Dev Environment
47900 Portola AvePalm DesertCA92260PCProgram Grant - Environmental/ Natural Resources$15,000
Academic Solutions USA
PO Box 10681Palm DesertCA92255PCprogram grant - Education$2,500
California Paws Rescue
73650 Dinah Shore DrPalm DesertCA92211PCProgram Grant - Community Development$5,000
Cathedral City Senior Center
37-171 West Buddy Rogers AvenueCathedral CityCA92234PCProgram Grant - Community Development$5,000
Defeating Epilepsy Foundation
8887 HAMILTON STRANCHO CUCAMONGACA91701PCprogram grant - Health Community Development$2,500
Desert Aids Project
1695 N Sunrise WayPalm SpringsCA92262PCProgram Grant - Health Community Development$10,000
Friends of the Cultural Center Inc
73000 Fred Waring DrivePalm DesertCA92260PCProgram Grant - Arts/Cultural$35,000
Guide Dogs of The Desert
60740 Dillon RdWhitewaterCA92282PCProgram Grant - Community Development$5,000
Help Now Advocacy Center
33 N Central Ave Science PrepMedfordOR97501PCProgram Grant - Community Development$10,000
Malo Motivating Action Leadership Opportunity
936 N La Paloma AveOntarioCA91764PCProgram Grant - Community Development$2,500
Oak Grove Institute Foundation Inc
24275 Jefferson AveMurrietaCA92562PCProgram Grant - Community Development$10,000
Palm Springs Dance Project
1775 E Palm Canyon Drive 110-20Palm SpringsCA92264PCprogram grant - Arts/Cultural$7,500
Palm Springs Unified School District
150 District Center DrPalm SpringsCA92264PCprogram grant - Education$10,000
Voices for Children
PO Box 7219RiversideCA92513PCProgram Grant - Community Development$10,000
Science & Technology Education Partnership
PO Box 21100RiversideCA92516PCprogram grant - Education$10,000
The Barbara Sinatra Children's Center at Eisenhowe
39000 Bob Hope DrRancho MirageCA92270PCProgram Grant - Community Development$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$482,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$204,893ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$259,571ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$464,511ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$464,511TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$33,990Amt
Net Investment Income$25,493NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,498DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp

FieldValueIRS element (for citing)
Contractor PersonSIDLEY AUSTIN LLPContractorPersonNm
ExplanationLEGAL SERVICESExplanationTxt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
JP MORGAN #74012$107,849$1,972,356
JP MORGAN #47276$2,897,103$3,493,938
DT- COMMON STOCK$242,354$310,000

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
DT NOTE$427,035$350,000
DT CONVERSION LOAN$521,640$521,640

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$178,555LegalFeesAmt
Net Investment Income$26,783NetInvestmentIncomeAmt
Disbursements Charitable Prps$151,772DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID EXPENSEDesc
BOY Book Value$13,833BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$29,897$29,897
INSURANCE$514$514
OFFICE EXPENSE$2,533$634$1,899
BANK FEES$95$95

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$35$35
FEDERAL TAXES$4,000

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