RIVERS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RIVERS FOUNDATION (EIN 27-0167279)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202031959349101723
- Schema version
- 2019v5.1
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T14:21:29-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 270167279 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Rivers Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | RIVE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP RIVERS | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-06-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.194.129.137 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520201955000052 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2E580382B6EC9A3FAB9C3255FF56957C9676C3F6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0 | 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 | $3,182,921 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $768 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $768 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $61,164 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,164 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $80,755 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,230,800 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $80,755 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $642,687 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $142,687 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $19,907 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,907 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,864 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $335 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $21,553 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,515 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,324 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,280 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,515 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $819,833 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $819,833 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $864,157 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,280 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $841,348 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$221,470 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $122,407 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $130,001 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $580,663 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $580,663 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $8,137 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $2,461,209 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,782,636 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,903,488 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $678,621 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $693,199 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $698,770 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,277,968 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,056,498 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,182,921 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,277,968 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,056,498 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,277,968 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,056,498 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,277,968 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,056,498 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,277,968 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$221,470 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,056,498 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,056,498 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $1,230,800 | $1,150,288 | $80,512 | $80,512 |
| CAPITAL GAIN ON FINAL DIST. - BLACKTONE | $0 | $243 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $80,755 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $256,822 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,371,523 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.076174 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $461,293 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,581,362 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.128804 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $765,684 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,395,839 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.225477 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $545,462 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,401,444 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.227139 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $375,611 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,152,479 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.174502 | DistributionYr5Rt |
| Total Distribution | 0.832096 | TotalDistributionRt |
| Average Distribution | 0.166419 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,877,801 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $478,921 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,224 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $480,145 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $841,348 | 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 | $1,224 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,224 | SubtotalAmt |
| Tax Based On Investment Income | $1,224 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $124 | TaxDueAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Philip M Rivers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Tiffany Rivers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,097,168 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $136,436 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $688,021 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,921,625 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,921,625 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,824 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,877,801 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $143,890 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $143,890 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,224 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,224 | TotalTaxAmt |
| Distributable Before Adj | $142,666 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $142,666 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $142,666 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $841,348 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $841,348 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,224 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $840,124 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $142,666 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $274,073 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $426,055 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $596,820 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $286,078 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $93,575 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,676,601 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $841,348 | QualifyingDistributionsAmt |
| Applied To Current Year | $142,666 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $698,682 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,375,283 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $274,073 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,101,210 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $426,055 | ExcessFromYear4Amt |
| Excess From Year3 | $596,820 | ExcessFromYear3Amt |
| Excess From Year2 | $286,078 | ExcessFromYear2Amt |
| Excess From Year1 | $93,575 | ExcessFromYear1Amt |
| Excess From Current Year | $698,682 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Philip M Rivers | ContributingManagerNm |
| Contributing Manager | Tiffany Rivers | ContributingManagerNm |
| 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 |
|---|---|---|---|---|---|---|---|
| AGNUS DEI FOUNDATION | |||||||
| 243 S ESCONDIDO BLVD STE 127 | ESCONDIDO | CA | 92025 | N/A | PC | General & Unrestricted | $75,000 |
| CATHOLIC YOUTH SUMMER CAMP INC | |||||||
| 3 TOWNSHIP RD 200 | CENTERBURG | OH | 43011 | N/A | PC | General & Unrestricted | $333,333 |
| CULTURE OF LIFE FAMILY SERVICES | |||||||
| 5030 CAMINO DE LA SIESTA STE 106 | SAN DIEGO | CA | 92108 | N/A | PC | General & Unrestricted | $28,000 |
| DOMINICAN SMME CORPORATION | |||||||
| 4597 WARREN RD | ANN ARBOR | MI | 48105 | N/A | PC | General & Unrestricted | $250,000 |
| FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS | |||||||
| PO BOX 17408 | DENVER | CO | 80217 | N/A | PC | General & Unrestricted | $1,000 |
| FREEDOM OF CONSCIENCE DEFENSE FUND | |||||||
| PO BOX 9520 | RANCHO SANTA FE | CA | 92067 | N/A | PC | General & Unrestricted | $25,000 |
| IMMACULATE HEART MEDIA INC | |||||||
| PO BOX 10707 | GREEN BAY | WI | 54307 | N/A | PC | Charitable Event | $50,000 |
| JUST IN TIME FOR FOSTER YOUTH | |||||||
| PO BOX 81292 | SAN DIEGO | CA | 92138 | N/A | PC | General & Unrestricted | $5,000 |
| MUELLER MINISTRIES KINGDOM LIVING INC | |||||||
| 25060 HANCOCK AVE 141 | MURRIETA | CA | 92562 | N/A | PC | General & Unrestricted | $20,000 |
| PROMISES2KIDS FOUNDATION | |||||||
| 9440 RUFFIN COURT STE 2 | SAN DIEGO | CA | 92123 | N/A | PC | Something Special Fund | $10,000 |
| PROMISES2KIDS FOUNDATION | |||||||
| 9440 RUFFIN COURT STE 2 | SAN DIEGO | CA | 92123 | N/A | PC | The Birthday Club fund | $7,500 |
| THE ANGELS FOSTER FAMILY AGENCY | |||||||
| 9295 FARNHAM ST STE 200 | SAN DIEGO | CA | 92123 | N/A | PC | General & Unrestricted | $5,000 |
| VOICES FOR CHILDREN | |||||||
| 2851 MEADOW LARK DR | SAN DIEGO | CA | 92123 | N/A | PC | General & Unrestricted | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $819,833 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $768 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,164 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $80,755 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $142,687 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $142,687 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Rivers Philip M | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 RIDGEWAY LOOP | AddressLine1Txt |
| City | Memphis | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (141 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $1,506 | $1,411 |
| ABB LTD | $4,349 | $4,625 |
| ABBOTT LABS | $1,802 | $1,911 |
| ACAP STRATEGIC FUND | $60,235 | $82,707 |
| ACCENTURE PLC | $2,128 | $3,369 |
| ADOBE SYSTEMS, INC | $1,847 | $4,288 |
| ALIBABA GROUP HOLDING LTD | $3,539 | $4,030 |
| ALIGN TECHNOLOGY, INC | $1,437 | $1,953 |
| ALLIANCEBERNSTEIN SMALL CAP GR | $16,165 | $18,574 |
| ALLIANZ SE ADR | $3,109 | $3,438 |
| ALPHABET INC CL A | $3,553 | $4,018 |
| ALPHABET INC CL C | $3,140 | $6,685 |
| ALTRIA GROUP INC | $1,240 | $1,098 |
| AMAZON COM | $3,483 | $3,696 |
| AMGEN INC | $1,151 | $1,205 |
| ARTISAN MID CAP FUND ADVISOR S | $17,517 | $18,536 |
| ARTISAN MID CAP VALUE FUND ADV | $19,906 | $18,194 |
| ASTON SIVERCREST SMALL CAP FD | $19,074 | $18,343 |
| AT&T, INC | $1,805 | $2,071 |
| AUTODESK, INC | $2,664 | $2,935 |
| AUTOMATIC DATA PROCESSING INC | $2,229 | $2,728 |
| BANCO SANTANDER CEN | $4,747 | $4,177 |
| BANK OF AMERICA CORP | $1,572 | $1,831 |
| BCE INC | $1,956 | $2,086 |
| BOEING CO | $380 | $977 |
| BOOKING HOLDINGS INC | $1,267 | $2,054 |
| BP PLC SPONSORED ADR | $3,876 | $3,321 |
| CERNER CORPORATION | $1,250 | $1,321 |
| CHEVRON CORP | $2,236 | $2,290 |
| CHINA MOBILE HGK LTD | $3,460 | $3,297 |
| CHUBB LIMITED | $1,802 | $2,179 |
| CISCO SYSTEMS INC | $3,486 | $3,789 |
| CK HUTCHISON HLDGS | $4,982 | $4,431 |
| COLGATE-PALMOLIVE COMPANY | $1,135 | $1,170 |
| COMPAGNIE DE SAINT G | $2,839 | $3,415 |
| CONOCOPHILLIPS | $1,631 | $2,081 |
| CONTL AG SPONS ADR | $3,735 | $3,734 |
| CORNING INC | $1,135 | $990 |
| DAIMLER AG ADR | $4,846 | $4,115 |
| DEERE CO | $1,575 | $1,559 |
| DEUTSCHE TELE AG ADS | $2,594 | $2,558 |
| DIAGEO PLC ADS | $1,128 | $1,516 |
| DOLLAR GENERAL CORP | $1,637 | $2,652 |
| DOW CHEMICAL PV | $1,236 | $1,095 |
| ELI LILLY & CO | $572 | $920 |
| ENEL SOCIETA PER AZI | $2,687 | $3,901 |
| ENI S.P.A | $4,653 | $3,901 |
| EXPEDITORS INTL WASH INC | $1,660 | $1,716 |
| EXXON MOBIL CORP | $2,197 | $1,814 |
| FACEBOOK INC | $6,434 | $8,621 |
| FACTSET RESH SYST INC | $1,041 | $1,073 |
| FUJIFILM HOLDINGS ADR NPV | $3,291 | $3,704 |
| GARTNER INC | $1,773 | $2,157 |
| GENUINE PARTS COMPANY | $1,243 | $1,381 |
| GLAXOSMITHKLINE PLC | $4,007 | $4,605 |
| GROUPE DANONE ADS | $1,464 | $1,468 |
| HEALTHPEAK PROPERTIES INC | $1,131 | $1,413 |
| HONDA MOTOR CO LTD | $5,059 | $4,813 |
| HSBC HOLDINGS PLC | $927 | $938 |
| INTEL CORP | $1,257 | $1,796 |
| INVESCO DYNAMIC LARGE CAP VALU | $78,933 | $87,414 |
| ISHARES 20+ YR TREAS BD | $112,832 | $123,558 |
| ISUZU MOTORS UNSP/ADR | $1,453 | $1,260 |
| JANUS ADVISER FLEXIBLE INCOME | $106,991 | $109,152 |
| JOHNSON & JOHNSON | $1,818 | $2,188 |
| JOHNSON CONTROLS INTERNATIONAL | $1,675 | $1,832 |
| JP MORGAN CHASE | $1,725 | $2,091 |
| KIMBERLY CLARK CORP | $1,282 | $1,513 |
| KINGFISHER PLC | $3,970 | $3,003 |
| KONINKLIJKE AHOLD DELHAIZE NV | $1,285 | $1,305 |
| KYOCERA CORP ADR | $3,638 | $4,033 |
| LAZARD EMERGING MARKETS CORE E | $68,450 | $86,888 |
| LLOYDS BANKING GROUP PLC | $4,149 | $4,247 |
| MASTERCARD INC | $1,895 | $3,583 |
| MATTHEWS JAPAN FUND | $38,625 | $36,343 |
| MERCK & CO INC | $1,754 | $2,274 |
| MICROSOFT CORP | $6,326 | $10,093 |
| MITSUBISHI ELEC UNSP/ADR | $2,940 | $3,212 |
| MONSTER BEVERAGE CORP | $2,118 | $2,288 |
| MSCI INC | $1,148 | $1,291 |
| NATIONAL GRID TRANSCO PLC | $2,215 | $2,632 |
| NESTLE S.A | $1,510 | $2,057 |
| NEXTERA ENERGY, INC | $1,383 | $2,179 |
| NIKE INC-CL B | $1,500 | $2,634 |
| NIPPON TELEGRAPH & TELEPHONE C | $2,045 | $2,374 |
| NOVARTIS AG ADR | $5,504 | $6,723 |
| NOVO NORDISK A S | $1,798 | $1,910 |
| NTT DOCOMO | $711 | $750 |
| NVIDIA CORP | $1,502 | $1,882 |
| O'REILLY AUTOMOTIVE INC | $1,326 | $2,630 |
| OAKMARK FUND ADVISOR CLASS | $70,253 | $66,100 |
| OAKMARK INTERNATIONAL ADVISOR | $76,327 | $69,376 |
| OPPENHEIMER INTL GROWTH FUND Y | $122,739 | $139,044 |
| ORACLE CORP | $3,101 | $2,914 |
| PAYPAL HOLDINGS, INC | $1,905 | $2,055 |
| PFIZER INC | $1,772 | $1,802 |
| PHILIP MORRIS INTL | $1,727 | $1,787 |
| PIMCO REAL RETURN FUND CL P | $70,865 | $72,710 |
| PIMCO SHORT TERM FUND P | $164,523 | $163,154 |
| PROCTER GAMBLE CO | $1,807 | $1,874 |
| QBE INSURANCE GP UNSP/ADR | $2,433 | $2,845 |
| QUALCOMM INC | $1,959 | $2,029 |
| RAYTHEON CO | $1,180 | $1,758 |
| REGENERON PHARMACEUTICALS INC | $3,396 | $3,379 |
| ROCHE HOLDING LTD ADR | $1,928 | $2,033 |
| ROYAL DUTCH SHEL PLC SPONS ADR | $6,246 | $5,577 |
| SALESFORCE.COM | $1,273 | $1,301 |
| SANOFI-AVENTIS SPONSORED ADR | $3,750 | $4,418 |
| SCHLUMBERGER LTD | $1,002 | $1,085 |
| SEI INVESTMENTS | $1,386 | $1,441 |
| SERVICE NOW | $1,271 | $1,412 |
| SIEMENS AG | $1,750 | $1,689 |
| SINGAPORE TELE ADR | $2,372 | $2,556 |
| SSE PLC SPON ADR | $4,202 | $5,359 |
| STARBUCKS CORP COM | $2,604 | $3,165 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $3,448 | $4,880 |
| TAKEDA PHARMACEUTICAL COMPANY | $5,319 | $5,169 |
| TARGET CORPORATION | $654 | $1,154 |
| TELIASONERA ADR | $4,257 | $3,835 |
| TESCO PLC S ADR | $4,202 | $4,294 |
| THE COCA-COLA CO | $1,648 | $1,716 |
| THORNBURG LIMITED TERM INCOME | $108,399 | $109,239 |
| TOKIO MARINE HOLDINGS INC | $3,832 | $4,515 |
| TRAVELERS COMPANIES INC | $1,242 | $1,370 |
| TRUIST FINANCIAL CORPORATION | $1,962 | $2,196 |
| UNILEVER N V N Y | $1,237 | $1,379 |
| UNITED OVRSEAS BK LTD ADR | $3,858 | $3,853 |
| VANGUARD ST BOND ETF | $57,420 | $58,200 |
| VARIAN MEDICAL SYSTEMS INC | $527 | $568 |
| VIRTUS MULTI-SECTOR SHRT TRM B | $233,123 | $233,421 |
| VISA INC | $5,211 | $9,207 |
| WALGREENS BOOTS ALLIANCE | $1,528 | $1,356 |
| WELLS FARGO & CO | $2,311 | $2,206 |
| WELLTOWER INC. | $1,474 | $1,881 |
| WFA EMERG MKTS EQUITY INCOME F | $50,089 | $58,593 |
| WH GROUP LIMITED SPON ADR EACH | $1,874 | $2,472 |
| WPP PLC | $3,453 | $3,585 |
| YUM BRANDS INC | $1,075 | $1,108 |
| YUM CHINA HOLDINGS INC | $761 | $864 |
| ZOETIS INC | $2,279 | $3,706 |
| ZURICH INS GROU ADR | $1,401 | $1,845 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| IRONWOOD MULTI-STRATEGY LLC | $390,940 | $417,492 |
| SKYBRIDGE MULTI-ADVISOR | $302,259 | $281,278 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets.The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions:During the taxable year ending December 31, 2019, the Foundation made distributions from assets from sources other than current income.Collectively, the distributions in excess of current income totaled $819,833. This amount represents 25% or more of the Foundation's net assets of $3,143,349 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2019. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution.The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $21,490 | $21,490 | |
| Bank Charges | $38 | $38 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $19,907 | Amt |
| Net Investment Income | $19,907 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2019 | $1,100 | |
| 990-PF Excise Tax for 2018 | $1,429 | |
| Foreign Tax Paid | $335 | $335 |
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