BETA

GEORGIA B RIDDER FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
GEORGIA B RIDDER FOUNDATION (EIN 95-4813547)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-07-08
IRS object ID
202131899349100313
Schema version
2020v4.0
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)
Return2021-07-08T09:28:23-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Phone6267659343PhoneNum

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
Signature2021-07-08SignatureDt
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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,544,271FMVAssetsEOYAmt
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$100,817DividendsRevAndExpnssAmt
Dividends Net Invst Incm$100,817DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,786NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,719,012GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,786CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4,519OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$110,122TotalRevAndExpnssAmt
Total Net Invst Incm$105,603TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$65,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$26,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$39,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$850AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$850AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$34,742OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$34,742OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$13,892TaxesRevAndExpnssAmt
Taxes Net Invst Incm$13,807TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$85TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$417OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$417OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$115,751TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$75,399TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$40,352TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$408,356ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$408,356ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$524,107TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$75,399TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$448,708TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$413,985ExcessRevenueOverExpensesAmt
Net Investment Income$30,204NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$286,462SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$522,407SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$522,407SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,576,183CorporateStockBOYAmt
Corporate Stock EOY$2,149,843CorporateStockEOYAmt
Corporate Stock EOYFMV$4,752,741CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,419,196CorporateBondsBOYAmt
Corporate Bonds EOY$1,195,606CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,269,123CorporateBondsEOYFMVAmt
Total Assets BOY$4,281,841TotalAssetsBOYAmt
Total Assets EOY$3,867,856TotalAssetsEOYAmt
Total Assets EOYFMV$6,544,271TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$4,281,841RetainedEarningBOYAmt
Retained Earning EOY$3,867,856RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,281,841TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,867,856TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,281,841TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,867,856TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,281,841TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$413,985ExcessRevenueOverExpensesAmt
Subtotal$3,867,856SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,867,856TotNetAstOrFundBalancesEOYAmt

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$146$146$146
CHARLES SCHWABP$376,733-$61,036-$61,0362020-01-012020-12-31$437,769
CHARLES SCHWABP$1,342,133$65,676$65,6762001-01-012020-12-31$1,276,457
FieldValueIRS element (for citing)
Capital Gain Net Income$4,786CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$420InvestmentIncomeExciseTaxAmt
Subtotal$420SubtotalAmt
Tax Based On Investment Income$420TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$7,600TotalPaymentsAndCreditsAmt
Overpayment$7,180OverpaymentAmt
Applied To ES Tax$7,180AppliedToESTaxAmt

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)
Phone6267659343PhoneNum

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$65,000CompensationAmt
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$5,497,084AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$429,120AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,926,204TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$5,926,204AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$88,893CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,837,311NetVlNoncharitableAssetsAmt
Minimum Investment Return$291,866MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$291,866MinimumInvestmentReturnAmt
Tax Based On Investment Income$420TaxBasedOnInvestmentIncomeAmt
Total Tax$420TotalTaxAmt
Distributable Before Adj$291,446DistributableBeforeAdjAmt
Distributable Before Ded$291,446DistributableBeforeDedAmt
Distributable As Adjusted$291,446DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$448,708ExpensesAndContributionsAmt
Qualifying Distributions$448,708QualifyingDistributionsAmt
Adjusted Qualifying Distri$448,708AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$291,446DistributableAsAdjustedAmt
Undistributed Income PY$39,446UndistributedIncomePYAmt
Qualifying Distributions$448,708QualifyingDistributionsAmt
Applied To Year1$39,446AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$291,446AppliedToCurrentYearAmt
Remaining Distri From Corpus$117,816RemainingDistriFromCorpusAmt
Total Corpus$117,816TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$117,816ExcessDistriCyovToNextYrAmt
Excess From Current Year$117,816ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 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.$20,000
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$200,000
THE PETCARE FOUNDATION
C/O KENQUEST 499 N CANONBEVERLY HILLSCA90210NONEPCGENERAL SUPPORT$48,656
RETIRED RACEHORSE PROJECT
2976 SOLOMONS ISLAND ROADEDGEWATERMD21037NONEPCGENERAL SUPPORT$4,500
UNITED PEGASUS FOUNDATION
20411 PEGASUS STREETTEHACHAPICA93561NONEPCGENERAL SUPPORT$10,000
BARK AVENUE FOUNDATION
1413 1/2 W KENNETH ROADGLENDALECA91201NONEPCGENERAL SUPPORT$40,200
NATIONAL DAY LABORER ORGANIZING NET
1030 S ARROYO PKWY SUITE 106PASADENACA91105PCGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$408,356TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$100,817ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,519ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,786ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$110,122ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$110,122TotalIncomeProducingActyAmt

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$1,700Amt
Net Investment Income$850NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$850DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$82$82
OFFICE EXPENSE$335$335

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$4,519RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISOR FEESCategoryTxt
Amt$34,742Amt
Net Investment Income$34,742NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
CALIFORNIA ATTORNEY GENERAL$75$75
FEDERAL EXCISE TAX$12,652$12,652
FOREIGN TAXES$1,155$1,155
FRANCHISE TAX BOARD$10$10

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.