WINGATE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WINGATE FOUNDATION (EIN 94-3301040)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-04
- IRS object ID
- 201811249349100981
- Schema version
- 2017v2.3
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-04T16:43:22-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 5995 BROCKTON AVENUE/2ND FLOOR | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 2018-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD D PIQUET | PreparerPersonNm |
| PTIN | P00395500 | PTIN |
| Phone | 9516847781 | PhoneNum |
| Preparation | 2018-05-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $2,909,219 | 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 | $70,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $224 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $224 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $57,450 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,450 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,276 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $88,378 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,357 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $112,827 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $242,777 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,031 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $203 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $203 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $203 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,466 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,466 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,466 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $41,825 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,065 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $5,065 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $23,331 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,331 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $23,331 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,331 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,825 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,065 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $30,065 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,331 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $119,103 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $119,103 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $185,928 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,065 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $30,065 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $142,434 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,849 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,966 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $452,203 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $382,576 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $382,576 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $271 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $619 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $619 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $1,771,079 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,901,077 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,468,795 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $49,268 | OtherAssetsBOYAmt |
| Other Assets EOY | $57,229 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $57,229 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,272,821 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,341,501 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,909,219 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $2,103 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $2,103 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,272,821 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,339,398 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,272,821 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,339,398 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,272,821 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,341,501 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,272,821 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,849 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,728 | OtherIncreasesAmt |
| Subtotal | $2,339,398 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,339,398 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,357 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $119,104 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,270,333 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052461 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $121,965 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,872,115 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065148 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $70,514 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,418,980 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049693 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $78,645 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,427,426 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055096 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $40,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,472,344 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.027168 | DistributionYr5Rt |
| Total Distribution | 0.249566 | TotalDistributionRt |
| Average Distribution | 0.049913 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,616,316 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $130,588 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $350 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $130,938 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $142,434 | 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 | $350 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $350 | SubtotalAmt |
| Tax Based On Investment Income | $350 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $972 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $972 | TotalPaymentsAndCreditsAmt |
| Overpayment | $622 | OverpaymentAmt |
| Applied To ES Tax | $622 | 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 |
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 | $2,180,920 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $417,390 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $57,848 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,656,158 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,656,158 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,842 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,616,316 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $130,816 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $130,816 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $350 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $350 | TotalTaxAmt |
| Distributable Before Adj | $130,466 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $130,466 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $130,466 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $142,434 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $142,434 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $350 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $142,084 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $130,466 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $8,269 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,531 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,800 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $142,434 | QualifyingDistributionsAmt |
| Applied To Current Year | $130,466 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,968 | RemainingDistriFromCorpusAmt |
| Total Corpus | $27,768 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $27,768 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $8,269 | ExcessFromYear2Amt |
| Excess From Year1 | $7,531 | ExcessFromYear1Amt |
| Excess From Current Year | $11,968 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SEA RANCH THESPIANS | ||||||||
| PO BOX 149 | THE SEA RANCH | CA | 954970149 | NONE | 501(C)(3) | ART PRESENTATION | $10,000 | |
| CAL POLY FOUNDATION | ||||||||
| 3801 W TEMPLE AVE | POMONA | CA | 91768 | NONE | 501(C)(3) | SCHOLARSHIP FUND | $36,263 | BUILDING 55 |
| AURORA THEATER | ||||||||
| 2081 ADDISON STREET | BERKELEY | CA | 94704 | NONE | 501(C)(3) | SPONSORHIP PLEDGE | $5,000 | |
| MALOOF FOUNDATION FOR ARTS & CRAFTS | ||||||||
| 5131 CARNELIAN STREET | ALTA LOMA | CA | 91701 | NONE | 501(C)(3) | FOUNDATION PLEDGE | $13,000 | |
| SAN FRANCISCO BALLET | ||||||||
| 455 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | INNOVATIVE PROGRAMMING | $15,070 | |
| RIVERSIDE ART MUSEUM | ||||||||
| 3425 MISSION INN AVE | RIVERSIDE | CA | 92501 | NONE | 501(C)(3) | SUPPORT | $13,350 | |
| BIG BROTHERSBIG SISTERS | ||||||||
| 8880 BENSON AVE | MONCLAIR | CA | 91763 | NONE | 501(C)(3) | SUPPORT | $5,000 | |
| RIVERSIDE ARTS ACADEMY | ||||||||
| 2060 UNIVERSITY AVE | RIVERSIDE | CA | 92507 | NONE | 501(C)(3) | SUPPORT | $2,000 | |
| LATINO NETWORK | ||||||||
| PO BOX 20615 | RIVERSIDE | CA | 92516 | NONE | 501(C)(3) | SUPPORT | $670 | |
| PATH OF LIFE - HOMELESS FAMILIES | ||||||||
| 2840 HULEN PL | RIVERSIDE | CA | 92507 | NONE | 501(C)(3) | SUPPORT | $2,500 | |
| COMMUNITY CIRCUS ARTS | ||||||||
| 500 E CITRUS AVE | REDLANDS | CA | 92373 | NONE | 501(C)(3) | SCHOLARSHIPS | $10,000 | |
| UC BERKELEY-ENVIRON PROG VIETNAM | ||||||||
| 3 GIANNINI HALL | BERKELEY | CA | 94720 | NONE | 501(C)(3) | SUPPORT | $5,000 | |
| COMMUNITY FOUNDATION SONOMA COUNTY | ||||||||
| 120 STONY POINT RD 220 | SANTA ROSA | CA | 95401 | NONE | 501(C)(3) | SUPPORT | $1,000 | |
| CALIFORNIA HISTORICAL SOCIETY | ||||||||
| 678 MISSION ST | SAN FRANCISCO | CA | 94105 | NONE | 501(C)(3) | SUPPORT | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $119,103 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $224 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,450 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,276 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GWG LLC | Desc |
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $112,827 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $112,827 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $57,674 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,276 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $172,777 | 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 | JOHN WINGATE TRUST DATED 1998 | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $70,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PROFESSIONAL EXPENSES | $1,350 | $1,350 | $1,350 |
| PROFESSIONAL EXP-PASS THRU | $116 | $116 | $116 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| .6014 VALVOLINE INC | 2015-09 | PURCHASE | 2017-05 | $14 | $12 | $2 |
| .5600 AMERICAN HOMES FOR RENT | 2015-09 | PURCHASE | 2017-10 | $12 | $11 | $1 |
| .3866 FARMLAND PARTNERS REIT | 2016-01 | PURCHASE | 2017-02 | $4 | $4 | |
| 2030 WHEELER REIT 9% | 2016-08 | PURCHASE | 2017-10 | $39,891 | $43,294 | -$3,403 |
| 1100 WHEELER REIT 9% | 2016-08 | PURCHASE | 2017-10 | $21,616 | $23,207 | -$1,591 |
| 930 WHEELER REIT 9% | 2016-08 | PURCHASE | 2017-10 | $18,275 | $19,574 | -$1,299 |
| SCHWAB 5762 ST CAPITAL GAINS | 2017-12 | PURCHASE | 2017-12 | $1,209 | $1,209 |
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 | $1,901,077 | BookValueAmt |
| EOYFMV | $2,468,795 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $203 | LegalFeesAmt |
| Net Investment Income | $203 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $203 | AdjustedNetIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ART/FURNITURE | $55,000 | $55,000 | $55,000 |
| GWG, LLC | -$10,572 | -$1,524 | -$1,524 |
| WINGATE INDUSTRIES | $4,840 | $3,753 | $3,753 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXPENSES | ||||
| BANK CHARGES | $2 | $2 | $2 | $2 |
| MANAGEMENT FEES-INVEST | $23,329 | $23,329 | $23,329 | $23,329 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GWG LLC | Desc |
| Revenue And Expenses Per Books | $112,827 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSET BASIS ADJ | Desc |
| Amt | $9,728 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt |
|---|---|
| FEDERAL TAX PAYABLE | $1,663 |
| CALIF TAX PAYABLE | $440 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| 2016 FEDERAL 990-T | $3,395 | $3,395 | $3,395 |
| 2017 FEDERAL 990-T | $26,863 | ||
| FEDERAL TAX-OTHER | $11 | ||
| 2017 FEDERAL EXCISE TAX | $353 | $353 | $353 |
| 2016 CALIF FORM 109 | $1,049 | $1,049 | $1,049 |
| 2017 CALIF FORM 109 | $9,886 | ||
| CALIF TAX-OTHER | |||
| FOREIGN TAXES PAID | $243 | $243 | $243 |
| CALIF SEC OF STATE | $25 | $25 | $25 |
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