WINGATE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WINGATE FOUNDATION (EIN 94-3301040)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-07
- IRS object ID
- 202001899349101655
- Schema version
- 2019v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-07T14:22:43-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330252865 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROORDA PIQUET & BESSEE INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3550 VINE ST SUITE 110 | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 925074175 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943301040 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINGATE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WING | BusinessNameControlTxt |
| Phone | 9518277936 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2451 KNOB HILL DR | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 925063436 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD B WINGATE | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9518277936 | PhoneNum |
| Signature | 2020-07-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FERNANDO G AYALA JR | PreparerPersonNm |
| PTIN | P01259082 | PTIN |
| Phone | 9516847781 | PhoneNum |
| Preparation | 2020-07-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.52.223.131 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-07 | IPDt |
| IP Tm | 14:22:43 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B2FDFC723B3DBD303D704FF87BF8F27DF3B64E5C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B2FDFC723B3DBD303D704FF87BF8F27DF3B64E5C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,746,801 | 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 |
| Interest On Sav Rev And Expnss | $571 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $571 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $125,253 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,253 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,653 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,731 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,655 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $125,172 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $253,649 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $128,479 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,650 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $34,940 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $34,940 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $34,940 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $24,999 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,999 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $24,999 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $61,589 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,589 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $61,589 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $136,093 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $136,093 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $197,682 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,589 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $61,589 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $136,093 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $55,967 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,890 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $142,921 | CashEOYAmt |
| Cash EOYFMV | $142,921 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $332,072 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $93,787 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $93,787 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $1,759 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,759 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $1,980,077 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,119,630 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,415,369 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $83,073 | OtherAssetsBOYAmt |
| Other Assets EOY | $92,965 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $92,965 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,395,222 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,451,062 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,746,801 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $532 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $532 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,395,222 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,450,530 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,395,222 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,450,530 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,395,222 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,451,062 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,395,222 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $55,967 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,451,189 | SubtotalAmt |
| Other Decreases | $659 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,450,530 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,655 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $90,020 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,679,499 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033596 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $142,084 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,616,316 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054307 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $119,104 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,270,333 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052461 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $121,965 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,872,115 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065148 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $70,514 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,418,980 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049693 | DistributionYr5Rt |
| Total Distribution | 0.255205 | TotalDistributionRt |
| Average Distribution | 0.051041 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,651,694 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $135,345 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $669 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $136,014 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $136,093 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $669 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $669 | SubtotalAmt |
| Tax Based On Investment Income | $669 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,385 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,385 | TotalPaymentsAndCreditsAmt |
| Overpayment | $716 | OverpaymentAmt |
| Applied To ES Tax | $716 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TODD WINGATE | IndividualWithBooksNm |
| Phone | 9518277936 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2451 KNOB HILL DR | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 925063436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL K BEAM | ||||||||
| 10155 VIA INDIGO | MORENO VALLEY | CA | 92557 | CEO | 000.00 | $0 | $0 | $0 |
| TODD B WINGATE | ||||||||
| 2451 KNOB HILL | RIVERSIDE | CA | 92506 | SECRETARY | 000.00 | $0 | $0 | $0 |
| JIMMY C MANNING | ||||||||
| 1310 E COLTON AVE | REDLANDS | CA | 92374 | CFO | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,227,186 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $371,924 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $92,965 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,692,075 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,692,075 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,381 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,651,694 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $132,585 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $132,585 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $669 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $669 | TotalTaxAmt |
| Distributable Before Adj | $131,916 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $131,916 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $131,916 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $136,093 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $136,093 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $669 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $135,424 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $131,916 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,802 | UndistributedIncomePYAmt |
| Qualifying Distributions | $136,093 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,802 | AppliedToYear1Amt |
| Applied To Current Year | $121,291 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $10,625 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BIG BROTHERSBIG SISTERS | ||||||||
| 8880 BENSON AVE | MONCLAIR | CA | 91763 | NONE | 501(C)(3) | SUPPORT | $25,000 | |
| CAL POLY FOUNDATION | ||||||||
| 3801 W TEMPLE AVE | POMONA | CA | 91768 | NONE | 501(C)(3) | SCHOLARSHIP FUND | $25,000 | BUILDING 55 |
| CIVIL RIGHTS INSTITUTE OF ISC | ||||||||
| PO BOX 1352 | RIVERSIDE | CA | 925021352 | NONE | 501(C)(3) | SUPPORT | $10,000 | |
| COMMUNITY CIRCUS ARTS CORP | ||||||||
| PO BOX 1873 | REDLANDS | CA | 92373 | NONE | 501(C)(3) | AMERICAN YOUTH CIRCUS ORGANIZATION | $10,000 | |
| INLANDIA INSTITUTE | ||||||||
| 4178 CHESTNUT ST | RIVERSIDE | CA | 92501 | NONE | 501(C)(3) | SUPPORT | $1,000 | |
| MALOOF FOUNDATION FOR ARTS & CRAFTS | ||||||||
| 5131 CARNELIAN STREET | ALTA LOMA | CA | 91701 | NONE | 501(C)(3) | FOUNDATION PLEDGE | $10,000 | |
| PLAN-IT LIFE INC | ||||||||
| 6235 RIVER CREST DR STE O | RIVERSIDE | CA | 92507 | NONE | 501(C)(3) | SUPPORT | $5,000 | |
| RIVERS AND LAND CONSERVANCY | ||||||||
| 4075 MISSION INN AVE | RIVERSIDE | CA | 92501 | NONE | 501(C)(3) | SUPPORT | $2,500 | |
| RIVERSIDE ART MUSEUM | ||||||||
| 3425 MISSION INN AVE | RIVERSIDE | CA | 92501 | NONE | 501(C)(3) | SUPPORT | $20,000 | |
| RIVERSIDE ARTS ACADEMY | ||||||||
| 7197 BROCKTON AVE | RIVERSIDE | CA | 92506 | NONE | 501(C)(3) | SUPPORT | $1,000 | |
| RIVERSIDE SUNRISE ROTARY | ||||||||
| PO BOX 21155 | RIVERSIDE | CA | 92516 | NONE | 501(C)(3) | SUPPORT | $1,000 | |
| SAN FRANCISCO BALLET | ||||||||
| 455 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | INNOVATIVE PROGRAMMING | $15,593 | |
| SEA RANCH THESPIANS | ||||||||
| PO BOX 149 | THE SEA RANCH | CA | 954970149 | NONE | 501(C)(3) | ART PRESENTATION | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $136,093 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $571 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125,253 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,653 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GWG LLC | Desc |
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $125,172 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $125,172 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $125,824 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,653 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $253,649 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL EXPENSES | CategoryTxt |
| Amt | $1,650 | Amt |
| Net Investment Income | $1,650 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,650 | AdjustedNetIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | WABTEC | AssetDesc |
| Acquired | 2019-02 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2019-12 | SoldDt |
| Gross Sales Price | $76 | GrossSalesPriceAmt |
| Basis | $78 | BasisAmt |
| Total Net | -$2 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SCHWAB INVESTMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,119,630 | BookValueAmt |
| EOYFMV | $2,415,369 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GWG, LLC | $8,174 | $19,322 | $19,322 |
| WINGATE INDUSTRIES | $19,899 | $18,643 | $18,643 |
| ART/FURNITURE | $55,000 | $55,000 | $55,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSET BASIS ADJ | Desc |
| Amt | $659 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| MANAGEMENT FEES | $23,728 | $23,728 | $23,728 |
| OTHER EXPENSES | $10 | $10 | $10 |
| WINGATE INDUSTRIES K-1 | $1,261 | $1,261 | $1,261 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GWG LLC | Desc |
| Revenue And Expenses Per Books | $125,172 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CALIF FORM 109 TAX | $11,524 | $11,524 | $11,524 |
| FEDERAL 990-T | $21,345 | $21,345 | $21,345 |
| FEDERAL EXCISE TAX | $1,432 | $1,432 | $1,432 |
| CALIF SEC OF STATE | $50 | $50 | $50 |
| CALIF TAX-OTHER | $23 | $23 | $23 |
| FOREIGN TAXES PAID | $566 | $566 | $566 |
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