BETA

ONTARIO COMMUNITY FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ONTARIO COMMUNITY FOUNDATION INC (EIN 95-1811238)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-14
IRS object ID
201931349349101318
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-14T09:29:35-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN952648289PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1VAVRINEK TRINE DAY & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110681 FOOTHILL BLVD SUITE 300AddressLine1Txt
CityRANCHO CUCAMONGACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91730ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN951811238EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ONTARIO COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlONTABusinessNameControlTxt
Phone9099857338PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1154-A W FOOTHILL BLVD NO 314AddressLine1Txt
CityUPLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP917863847ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRENE BIANEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9099857338PhoneNum
Signature2019-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCATHERINE L GRAYPreparerPersonNm
PTINP01294460PTIN
Phone9094664410PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address23.251.222.146IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-10IPDt
IP Tm12:52:20IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdA13E1C2F53F6D70272DDD0BCD01585D7BC58B38BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,886,043FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$93,942DividendsRevAndExpnssAmt
Dividends Net Invst Incm$93,942DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$141,761NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$847,267GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$141,761CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$235,703TotalRevAndExpnssAmt
Total Net Invst Incm$235,703TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,700AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$30,038OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$30,038OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,057TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,187OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,187OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$41,982TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30,038TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,887TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$145,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$145,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$187,382TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30,038TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$155,287TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$48,321ExcessRevenueOverExpensesAmt
Net Investment Income$205,665NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,160CashBOYAmt
Cash EOY$6,536CashEOYAmt
Cash EOYFMV$6,536CashEOYFMVAmt
Sav And Temp Cash Invst BOY$173,278SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$104,348SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$104,348SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$2,893AcctRcvblAmt
Acct Rcvbl BOY$2,533AcctRcvblBOYAmt
Acct Rcvbl EOY$2,893AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$2,893AcctRcvblEOYFMVAmt
US Government Obligations BOY$191,928USGovernmentObligationsBOYAmt
US Government Obligations EOY$184,686USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$184,686USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,015,310CorporateStockBOYAmt
Corporate Stock EOY$1,732,120CorporateStockEOYAmt
Corporate Stock EOYFMV$1,732,120CorporateStockEOYFMVAmt
Corporate Bonds BOY$275,444CorporateBondsBOYAmt
Corporate Bonds EOY$286,811CorporateBondsEOYAmt
Corporate Bonds EOYFMV$286,811CorporateBondsEOYFMVAmt
Other Investments BOY$583,930OtherInvestmentsBOYAmt
Other Investments EOY$565,546OtherInvestmentsEOYAmt
Other Investments EOYFMV$565,546OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$3,103OtherAssetsEOYAmt
Other Assets EOYFMV$3,103OtherAssetsEOYFMVAmt
Total Assets BOY$3,246,583TotalAssetsBOYAmt
Total Assets EOY$2,886,043TotalAssetsEOYAmt
Total Assets EOYFMV$2,886,043TotalAssetsEOYFMVAmt
Other Liabilities BOY$2,179OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,179TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$3,244,404UnrestrictedBOYAmt
Unrestricted EOY$2,886,043UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$3,244,404TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,886,043TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,246,583TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,886,043TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,244,404TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$48,321ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,292,725SubtotalAmt
Other Decreases$406,682OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,886,043TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALE OF ASSETSPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2012-01-01AcquiredDt
Sold2018-12-31SoldDt
Gross Sales Price$847,267GrossSalesPriceAmt
Cost Or Other Basis$705,506CostOrOtherBasisAmt
Gain Or Loss$141,761GainOrLossAmt
Gains Minus Excess Or Losses$141,761GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$141,761CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$174,559AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,106,106NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.056199DistributionYr1Rt
Adjusted Qlfy Distri Yr2$151,322AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,933,840NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051578DistributionYr2Rt
Adjusted Qlfy Distri Yr3$177,656AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,946,236NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.060299DistributionYr3Rt
Adjusted Qlfy Distri Yr4$163,539AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,996,208NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.054582DistributionYr4Rt
Adjusted Qlfy Distri Yr5$175,710AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,846,413NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.061730DistributionYr5Rt
Total Distribution0.284388TotalDistributionRt
Average Distribution0.056878AverageDistributionRt
Net Vl Noncharitable Assets$3,018,893NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$171,709AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,057NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$173,766AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$185,325QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,057InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,057SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,057TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,160EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,160TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,103OverpaymentAmt
Applied To ES Tax$2,080AppliedToESTaxAmt
Refund$1,023RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARY DARBINIANIndividualWithBooksNm
Phone9099857338PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1154-A W FOOTHILL BLVD 314AddressLine1Txt
CityUPLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91786ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MR RENE BIANE
154-A W FOOTHILL BLVD 314UPLANDCA91786PRESIDENT2.00$0$0$0
LOWELL STARK
154-A W FOOTHILL BLVD 314UPLANDCA91786SECRETARY2.00$0$0$0
DANN BOWMAN
154-A W FOOTHILL BLVD 314UPLANDCA91786TRUSTEE2.00$0$0$0
MR BILL RUGG
154-A W FOOTHILL BLVD 314UPLANDCA91786TRUSTEE2.00$0$0$0
JUNE REDICK
154-A W FOOTHILL BLVD 314UPLANDCA91786TRUSTEE2.00$0$0$0
MAGGIE LATIMER
154-A W FOOTHILL BLVD 314UPLANDCA91786TRUSTEE2.00$0$0$0
WARREN STEWART
154-A W FOOTHILL BLVD 314UPLANDCA91786TRUSTEE2.00$0$0$0
RICHARD DELMAN
154-A W FOOTHILL BLVD 314UPLANDCA91786TRUSTEE2.00$0$0$0
JON NOVACK
154-A W FOOTHILL BLVD 314UPLANDCA91786TRUSTEE2.00$0$0$0
OWEN PILLOW
154-A W FOOTHILL BLVD 314UPLANDCA91786VICE PRESIDENT2.00$0$0$0
LINDA GLADSON
154-A W FOOTHILL BLVD 314UPLANDCA91786TREASURER2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GRANTS ARE PROVIDED TO NON PROFIT ORGANIZATIONS IN AND AROUND ONTARIO, CA FOR THE BENEFIT OF SOCIETYDescription1Txt
Expenses1$145,400Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,917,887AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$144,265AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,714FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,064,866TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,064,866AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$45,973CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,018,893NetVlNoncharitableAssetsAmt
Minimum Investment Return$150,945MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$150,945MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,057TaxBasedOnInvestmentIncomeAmt
Total Tax$2,057TotalTaxAmt
Distributable Before Adj$148,888DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$148,888DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$148,888DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$155,287ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$30,038CharitableAssetsAcquisPaidAmt
Qualifying Distributions$185,325QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,057PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$183,268AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$148,888DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$104ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$93,090ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$34,862ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,579ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$24,383ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$160,018TotalExcessDistributionCyovAmt
Qualifying Distributions$185,325QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$148,888AppliedToCurrentYearAmt
Remaining Distri From Corpus$36,437RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$196,455TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$104ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$196,351ExcessDistriCyovToNextYrAmt
Excess From Year4$93,090ExcessFromYear4Amt
Excess From Year3$34,862ExcessFromYear3Amt
Excess From Year2$7,579ExcessFromYear2Amt
Excess From Year1$24,383ExcessFromYear1Amt
Excess From Current Year$36,437ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonONTARIO COMMUNITY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1154-A W FOOTHILL BLVD 314AddressLine1Txt
CityONTARIOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91762ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9099857338RecipientPhoneNum
Form And Info And MaterialsINFORMATION SHOULD BE IN WRITING AND INCLUDE NAME, ADDRESS, AMOUNT BEING REQUESTED, SPECIFIC INFORMATION AS TO WHAT FUNDS WILL BE USED FORFormAndInfoAndMaterialsTxt
Submission DeadlinesNO SUBMISSION DEADLINES. REQUESTS ARE REVIEWED AT BOARD MEETINGS AFTER RECEIPTSubmissionDeadlinesTxt
Restrictions On AwardsAMOUNT LIMITATIONS ARE BASED ON AVAILABILITYRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN RED CROSS
10600 N TRADEMARK STE 406RANCHO CUCAMONGACA91730NONEPCSOUND THE ALARM PROGRAM$7,500
PACIFIC LIFELINE
PO BOX 1424UPLAND CACA91730NONEPCSUPPORT SERVICES$10,000
MEGAN'S WINGS INC
1735 N KELLY AVEUPLANDCA91784NONEPCIMPROVE HEALTH OF SICK CHILDREN/SUPPORT$15,000
ABILITY FIRST CLAREMONT
450 S INDIAN HILLCLAREMONTCA91711NONEPCREPLACE WARM POOL$6,900
HOUSE OF RUTH
PO BOX 459CLAREMONTCA91711NONEPCSUPPORT RESCUE SHELTER PROGRAM$17,500
DIGNITY GROUP
1055 N EUCLIDONTARIOCA91762NONEPCSERVICES/DISABLED MEMBERS$2,000
FOOTHILL FAMILY SHELTER
1501 W NINTH DUPLANDCA91786NONEPC120 DAY STEPPING PROGRAM AND SHELTER PROGRAM$12,500
HOPE PARTNERS
1753 N PARKPOMONACA91768NONEPCSOVA PROGRAM$10,000
INLAND EMPIRE UNITED WAY
9644 HERMOSARANCHO CUCAMONGACA91730NONEPCKIDS PACK FOOD$7,500
OPARC
9029 VERNONMONTCLAIRCA91763NONEPCSENSORY EQUIPMENT - SUMMIT$10,000
PROJECT SISTER
PO BOX 1369POMONACA91769NONEPCKIDS PREVENTION EDUCATION$10,000
SHOES THAT FIT
1420 CLAREMONT BLVD 2014CLAREMONTCA91711NONEPCSHOES FOR CHILDREN$5,000
ONTARIO-MONTCLAIR YMCA
PO BOX 3220ONTARIOCA91761NONEPCSUPPORT AFTER SCHOOL PROGRAM$4,500
UPLAND ROTARY
PO BOX 701UPLANDCA91785NONEPCJUST READ PROGRAM$7,000
VNA HOSPICE PALLIATIVE CARE
1317 W FOOTHILL BLVDUPLANDCA91786NONEPCMEDICAL HEALTH SERVICES$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$145,400TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$93,942ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$141,761ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$235,703ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$235,703TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$6,700Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,700DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BONDS$181,483$181,483
ASSET BACKED$105,328$105,328

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$1,732,120EOYBookValueAmt
EOYFMV$1,732,120EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$184,686USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$184,686USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS/DEFINED ASSETSFMV$383,237$383,237
OTHER ETFSFMV$182,309$182,309

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID TAXESDesc
EOY Book Value$3,103EOYBookValueAmt
EOYFMV$3,103EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTSDesc
Amt$406,682Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATION COSTS$1,177$0$1,177
INSURANCE$1,935$0$1,935
FILING FEES$75$0$75

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCISE TAX PAYABLEDesc
BOY Book Value$2,179BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$30,038Amt
Net Investment Income$30,038NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXISE TAXCategoryTxt
Amt$2,057Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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