ONTARIO COMMUNITY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ONTARIO COMMUNITY FOUNDATION INC (EIN 95-1811238)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202141339349102579
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T14:58:17-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10681 FOOTHILL BLVD STE 300 | AddressLine1Txt |
| City | RANCHO CUCAMONGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917303831 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951811238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ONTARIO COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ONTA | BusinessNameControlTxt |
| Phone | 9099857338 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 154-A W FOOTHILL BLVD NO 314 | AddressLine1Txt |
| City | UPLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917863847 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RENE BIANE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9099857338 | PhoneNum |
| Signature | 2021-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RENE | PersonFirstNm |
| Person Last | BIANE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE L GRAY | PreparerPersonNm |
| PTIN | P01294460 | PTIN |
| Phone | 9094664410 | PhoneNum |
| Preparation | 2021-05-04 | 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 | 2020 | 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 | $3,274,039 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $77,529 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,529 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $162,141 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,082,330 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $162,141 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $239,670 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $239,670 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,392 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,392 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,648 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,648 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,432 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,020 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,020 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,492 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,648 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,412 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $164,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $164,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $211,992 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,648 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $176,912 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,678 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $210,022 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,028 | CashBOYAmt |
| Cash EOY | $9,178 | CashEOYAmt |
| Cash EOYFMV | $9,178 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $182,162 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $191,408 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $191,408 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,613 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,010 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,613 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,613 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $1,521 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,521 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $188,400 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $162,039 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $162,039 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,081,309 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,168,243 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,168,243 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $312,358 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $369,149 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $369,149 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $570,133 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $369,888 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $369,888 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,338,400 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,274,039 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,274,039 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $137 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,650 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $137 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,650 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,338,263 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,271,389 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,338,263 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,271,389 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,338,400 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,274,039 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,338,263 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,678 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,365,941 | SubtotalAmt |
| Other Decreases | $94,552 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,271,389 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF INVESTMENTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,082,330 | GrossSalesPriceAmt |
| Cost Or Other Basis | $920,189 | CostOrOtherBasisAmt |
| Gain Or Loss | $162,141 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $162,141 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $162,141 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,919 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,919 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,919 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,440 | 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 | $4,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,521 | OverpaymentAmt |
| Applied To ES Tax | $1,521 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | MARY DARBINIAN | IndividualWithBooksNm |
| Phone | 9099857338 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 154-A W FOOTHILL BLVD 314 | AddressLine1Txt |
| City | UPLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91786 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| MR RENE BIANE | ||||||||
| 154-A W FOOTHILL BLVD 314 | UPLAND | CA | 91786 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| LOWELL STARK | ||||||||
| 154-A W FOOTHILL BLVD 314 | UPLAND | CA | 91786 | SECRETARY | 2.00 | $0 | $0 | $0 |
| DANN BOWMAN | ||||||||
| 154-A W FOOTHILL BLVD 314 | UPLAND | CA | 91786 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MR BILL RUGG | ||||||||
| 154-A W FOOTHILL BLVD 314 | UPLAND | CA | 91786 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JUNE REDICK | ||||||||
| 154-A W FOOTHILL BLVD 314 | UPLAND | CA | 91786 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MAGGIE LATIMER | ||||||||
| 154-A W FOOTHILL BLVD 314 | UPLAND | CA | 91786 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| WARREN STEWART | ||||||||
| 154-A W FOOTHILL BLVD 314 | UPLAND | CA | 91786 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| RICHARD DELMAN | ||||||||
| 154-A W FOOTHILL BLVD 314 | UPLAND | CA | 91786 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JON NOVACK | ||||||||
| 154-A W FOOTHILL BLVD 314 | UPLAND | CA | 91786 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| OWEN PILLOW | ||||||||
| 154-A W FOOTHILL BLVD 314 | UPLAND | CA | 91786 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| LINDA GLADSON | ||||||||
| 154-A W FOOTHILL BLVD 314 | UPLAND | CA | 91786 | TREASURER | 2.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTS ARE PROVIDED TO NON PROFIT ORGANIZATIONS IN AND AROUND ONTARIO, CA FOR THE BENEFIT OF SOCIETY | Description1Txt |
| Expenses1 | $164,500 | Expenses1Amt |
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 | $3,112,977 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $191,890 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,811 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,307,678 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,307,678 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,615 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,258,063 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $162,903 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $162,903 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,919 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,919 | TotalTaxAmt |
| Distributable Before Adj | $159,984 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $159,984 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $159,984 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $176,912 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $176,912 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $176,912 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $159,984 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $34,862 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,579 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,383 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,437 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,101 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $119,362 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $176,912 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $159,984 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,928 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $136,290 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $34,862 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $101,428 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,579 | ExcessFromYear4Amt |
| Excess From Year3 | $24,383 | ExcessFromYear3Amt |
| Excess From Year2 | $36,437 | ExcessFromYear2Amt |
| Excess From Year1 | $16,101 | ExcessFromYear1Amt |
| Excess From Current Year | $16,928 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ONTARIO COMMUNITY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 154-A W FOOTHILL BLVD 314 | AddressLine1Txt |
| City | ONTARIO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91762 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9099857338 | RecipientPhoneNum |
| Form And Info And Materials | INFORMATION SHOULD BE IN WRITING AND INCLUDE NAME, ADDRESS, AMOUNT BEING REQUESTED, SPECIFIC INFORMATION AS TO WHAT FUNDS WILL BE USED FOR | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES. REQUESTS ARE REVIEWED AT BOARD MEETINGS AFTER RECEIPT | SubmissionDeadlinesTxt |
| Restrictions On Awards | AMOUNT LIMITATIONS ARE BASED ON AVAILABILITY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| VNA HOSPICE & PALLIATIVE | |||||||
| 2151 CONVENTION CENTER WAY | ONTARIO | CA | 91762 | NONE | PC | MEDICAL HEALTH SERVICES | $25,000 |
| CLASP | |||||||
| 1111 N MOUNTAIN AVE | CLAREMONT | CA | 91711 | NONE | PC | SNACKS AND TRANSPORTATION | $8,000 |
| AGING NEXT | |||||||
| 141 SPRING ST | CLAREMONT | CA | 91711 | NONE | PC | EDUCATION | $15,000 |
| FOOTHILL FAMILY SHELTER | |||||||
| 1501 W NINTH D | UPLAND | CA | 91786 | NONE | PC | 120 DAY STEPPING PROGRAM AND SHELTER PROGRAM | $20,000 |
| HOUSE OF RUTH | |||||||
| PO BOX 459 | CLAREMONT | CA | 91711 | NONE | PC | SUPPORT CHILD ABUSE PROGRAM | $20,000 |
| UPLAND ROTARY | |||||||
| PO BOX 701 | UPLAND | CA | 91785 | NONE | PC | JUST READ PROGRAM | $7,000 |
| YMCAONTARIO | |||||||
| PO BOX 3220 | ONTARIO | CA | 91761 | NONE | PC | KIDS ACTIVITIES AND TUTORING | $5,000 |
| SHOES THAT FIT | |||||||
| 1420 CLAREMONT BLVD 2014 | CLAREMONT | CA | 91711 | NONE | PC | SHOES FOR CHILDREN | $10,000 |
| AMERICAN RED CROSS | |||||||
| 10600 N TRADEMARK STE 406 | RANCHO CUCAMONGA | CA | 91730 | NONE | PC | SOUND THE ALARM PROGRAM | $10,000 |
| SALEM CHRISTIAN HOMES | |||||||
| 6921 EDISON AVE | CHINO | CA | 91710 | NONE | PC | 2 WALK IN SHOWERS | $10,000 |
| PROJECT SISTER | |||||||
| PO BOX 1369 | POMONA | CA | 91769 | NONE | PC | KIDS PREVENTION PROGRAM | $10,000 |
| FRIENDS OF ONTARIO | |||||||
| PO BOX 1512 | ONTARIO | CA | 91764 | NONE | PC | 8 EXTENSIONS - RISERS | $4,500 |
| HOPE PARTNERS | |||||||
| 1753 N PARK | POMONA | CA | 91768 | NONE | PC | SOVA PROGRAM | $10,000 |
| INLAND VALLEY RECOVERY | |||||||
| 1260 E ARROW HWY | UPLAND | CA | 91786 | NONE | PC | PLAYGROUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $164,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,529 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $162,141 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $239,670 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $239,670 | 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 | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $9,392 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,392 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (41 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FEDL HOME LN MTG CRP POOL | $4,444 | $4,444 |
| UNIFORM MBS POOL #AI1886 | $8,023 | $8,023 |
| UNIFORM MBS POOL #AI5595 | $8,868 | $8,868 |
| UNIFORM MBS POOL #AB3419 | $1,113 | $1,113 |
| UNIFORM MBS POOL #AU3742 | $5,765 | $5,765 |
| FEDL HOME LN MTG CRP POOL #Q27937 | $12,819 | $12,819 |
| UNIFORM MBS POOL #AS3956 | $2,699 | $2,699 |
| UNIFORM MBS POOL #AX6989 | $5,696 | $5,696 |
| UNIFORM MBS POOL #AS4772 | $3,493 | $3,493 |
| FEDL HOME LN MTG CRP POOL #G08732 | $3,073 | $3,073 |
| UNIFORM MBS POOL #BJ9169 | $11,174 | $11,174 |
| UNIFORM MBS POOL #MA3745 | $8,319 | $8,319 |
| UNIFORM MBS POOL #MA3937 | $27,279 | $27,279 |
| UNIFORM MBS POOL #MA3990 | $16,410 | $16,410 |
| UNIFORM MBS POOL #QB0130 | $19,682 | $19,682 |
| HOME DEPOT INC NOTE CALL MAKE WHOLE | $11,367 | $11,367 |
| TORONTO DOMINION BANK MTN | $11,041 | $11,041 |
| DISNEY WALT CO MTNS BE | $3,115 | $3,115 |
| JPMORGAN CHASE &CO NOTE | $8,469 | $8,469 |
| JPMORGAN CHASE &CO NOTE | $7,703 | $7,703 |
| APPLE INC NOTE CALL MAKE WHOLE | $9,682 | $9,682 |
| MARSH &MCLENNAN COS INC NOTE | $11,030 | $11,030 |
| MORGAN STANLEY CALL MAKE WHOLE | $10,015 | $10,015 |
| ENTERPRISE PRODS OPER LLC | $5,598 | $5,598 |
| VERIZON COMMUNICATIONS INC | $11,106 | $11,106 |
| CITIGROUP INC MTN | $9,981 | $9,981 |
| ORACLE CORP NOTE CALL MAKE WHOLE | $3,295 | $3,295 |
| GOLDMAN SACHS GROUP INC NOTE | $11,359 | $11,359 |
| WELLS FARGO CO MTN CALL | $11,582 | $11,582 |
| FISERV INC NOTE CALL MAKE WHOLE | $11,202 | $11,202 |
| SOUTHERN CO NOTE CALL MAKE WHOLE | $6,731 | $6,731 |
| AT&T INC NOTE CALL MAKE WHOLE | $10,528 | $10,528 |
| BP CAP MKTS P L C NOTE CALL MAKE WHOLE | $5,614 | $5,614 |
| CVS HEALTH CORP NOTE CALL MAKE WHOLE | $10,710 | $10,710 |
| COMCAST CORP NEW NOTE CALL MAKE WHOLE | $10,372 | $10,372 |
| WALMART INC NOTE CALL MAKE WHOLE | $11,778 | $11,778 |
| ABBVIE INC NOTE CALL MAKE WHOLE | $10,790 | $10,790 |
| MICROSOFT CORP NOTE CALL MAKE WHOLE | $8,997 | $8,997 |
| VISA INC NOTE CALL MAKE WHOLE | $5,479 | $5,479 |
| ANHEUSER BUSCH INBEV FIN INC NOTE | $7,710 | $7,710 |
| SHELL INTERNATIONAL FIN BV NOTE | $5,038 | $5,038 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (73 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MEDTRONIC PLC USD0.0001(MDT) | $44,045 | $44,045 |
| WILLIS TOWERS WATSON PLC COM | $11,166 | $11,166 |
| ALCON INC (ALC) | $28,701 | $28,701 |
| NXP SEMICONDUCTORS N V(NXPI) | $17,332 | $17,332 |
| ALLSTATE CORP COM USD0.01 (ALLL) | $8,794 | $8,794 |
| ALTRIA GROUP INC(MO) | $30,340 | $30,340 |
| AMEREN CORP COM USD 0.01 (AEE) | $9,133 | $9,133 |
| AMERICAN EXPRESS CO COM USD0.20 (ASP) | $21,038 | $21,038 |
| AMERICAN INTL GROUP INC COM NEW(AIG) | $41,343 | $41,343 |
| ANTHEM INC COM (ANTM) | $45,274 | $45,274 |
| APPLIED MATERIALS INC COM USD0.01 (AMAT) | $18,123 | $18,123 |
| ASTRAZENECA ADR EACH REP 1 ORD | $25,095 | $25,095 |
| BP PLC SPONSORED ADR(BP) | $13,872 | $13,872 |
| BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B (BRKB) | $28,984 | $28,984 |
| CME GROUP INC COM (CME) | $11,833 | $11,833 |
| CVS HEALTH CORPORATION COM | $21,856 | $21,856 |
| CISCO SYS INC COM (CSCO) | $34,144 | $34,144 |
| CITIGROUP INC COM NEW(C) | $72,389 | $72,389 |
| COCA COLA CO (KO) | $32,849 | $32,849 |
| COGNIZANT TECHNOLOGY SOLUTIONS | $50,071 | $50,071 |
| COMCAST CORP NEW CL A(CMCSA) | $43,597 | $43,597 |
| CONOCOPHILLIPS COM(COP) | $15,796 | $15,796 |
| CONSTELLATION BRANDS INC COM USD0.01 | $27,162 | $27,162 |
| CORTEVA INC COM (CTVA) | $25,439 | $25,439 |
| DOLLAR GEN CORP NEW COM(DG) | $11,566 | $11,566 |
| DUPONT DE NEMOURS INC COM(DD) | $19,840 | $19,840 |
| EDISON INTERNATIONAL (EIX) | $16,333 | $16,333 |
| EQUINOR ASA SPON ADR EACH REP 1 ORD | $18,982 | $18,982 |
| EQUITABLE HLDGS INC COM (EQH) | $14,049 | $14,049 |
| EXELON CORP COM NPV (EXC) | $9,120 | $9,120 |
| FEDEX CORP COM USD0.10(FDX) | $14,279 | $14,279 |
| FIDELITY NATIONAL FINANCIAL FNF GROUP | $9,851 | $9,851 |
| FIRST AMERICAN FINANCIAL CORP COM USD0.00001 (FAF) | $5,060 | $5,060 |
| FOX CORP CL A COM (FOXA) | $17,210 | $17,210 |
| GALLAGHER(ARTHUR J.)&CO COM USD1.00 | $41,319 | $41,319 |
| GENERAL ELECTRIC CO COM USD0.06(GE) | $18,554 | $18,554 |
| GENERAL MTRS CO COM (GM) | $30,564 | $30,564 |
| HUMANA INC (HUM) | $17,642 | $17,642 |
| JPMORGAN CHASE & CO COM USD1.00 | $47,905 | $47,905 |
| KINDER MORGAN INC COM USAD0.01 (KMI) | $10,745 | $10,745 |
| KONINKLIJKE PHILIPS N V NY REG SH NEW | $37,431 | $37,431 |
| LEIDOS HOLDINGS INC COM (LDOS) | $10,092 | $10,092 |
| LOWES COMPANIES INC COM USD0.50 | $14,285 | $14,285 |
| MARATHON PETROLEUM CORP COM | $36,190 | $36,190 |
| MCKESSON CORP (MCK) | $15,653 | $15,653 |
| METLIFE INC COM USD0.01 (MET) | $28,546 | $28,546 |
| MICROSOFT CORP (MSFT) | $29,137 | $29,137 |
| MONDELEZ INTL INC COM NPV(MDLZ) | $12,396 | $12,396 |
| MORGAN STANLEY COM USD0.01(MS) | $53,865 | $53,865 |
| MOTOROLA SOLUTIONS INC COM NEW(MSI) | $26,699 | $26,699 |
| NEWELL BRANDS INC COM(NWL) | $7,791 | $7,791 |
| NISOURCE INC COM USD0.01 (NI) | $10,277 | $10,277 |
| PPG CORP COM USD1.666 (PPG) | $23,941 | $23,941 |
| PPL CORP COM USD001 (PPL) | $8,545 | $8,545 |
| PFIZER INC (PFE) | $11,595 | $11,595 |
| PIONEER NATURAL RESOURCES CO COM | $21,411 | $21,411 |
| PUBLIC SVC ENTERPRISE GRP INC | $28,858 | $28,858 |
| RAYMOND JAMES FINL INC COM | $16,455 | $16,455 |
| RAYTHEON TECHNOLOGIES | $19,594 | $19,594 |
| SANOFI SPONSORED ADR(SNY) | $31,098 | $31,098 |
| THE CHARLES SCHWAB CORPORATION | $36,332 | $36,332 |
| SONY CORP SPON ADR EACH REPR 1 ORD | $13,143 | $13,143 |
| STANLEY BLACK DECKER | $9,999 | $9,999 |
| TJX COMPANIES INC | $33,940 | $33,940 |
| UNILEVER NV EUR0.16(NEW YORK | $54,565 | $54,565 |
| UNION PACIFIC CORP COM(UNP) | $16,241 | $16,241 |
| UNITEDHEALTH GROUP(UNH) | $29,808 | $29,808 |
| VERIZON COMMUNICATIONS (VZ) | $56,929 | $56,929 |
| VISA INC | $29,529 | $29,529 |
| WELLS FARGO CO NEW COM(WFC) | $53,871 | $53,871 |
| WILLIAMS COMPANIES INC COM USD1.00 | $19,448 | $19,448 |
| ZIMMER BIOMET HOLDINGS INC COM | $13,098 | $13,098 |
| DFA US VECTOR EQUITY PRTF INSTL CL | $376,086 | $376,086 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $162,039 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $162,039 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK STRATEGIC INCOME OPPRTSI INSTL | FMV | $177,266 | $177,266 |
| BLACKROCK HIGH YIELD BOND INSTITUTIONAL | FMV | $192,622 | $192,622 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $94,552 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATION COSTS | $1,000 | $0 | $1,000 |
| INSURANCE | $1,935 | $0 | $1,935 |
| FILING FEES | $85 | $0 | $85 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $137 | BOYBookValueAmt |
| EOY Book Value | $2,650 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $29,648 | Amt |
| Net Investment Income | $29,648 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXISE TAX | CategoryTxt |
| Amt | $5,432 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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