BETA

RISE UP FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
RISE UP FOUNDATION (EIN 80-0299662)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-06-11
IRS object ID
201811629349100036
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-06-11T16:55:08-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Squar Milner LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14100 Newport Place Drive Suite 600AddressLine1Txt
CityNewport BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92660ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN800299662EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RISE UP FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% LAURI HEATONInCareOfNm
Business Name ControlRISEBusinessNameControlTxt
Phone7145381070PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1158 N GLASSELL Suite 202AddressLine1Txt
CityORANGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92866ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAURI HEATONPersonNm
Person TitleTreasurerPersonTitleTxt
Phone7145381070PhoneNum
Signature2017-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJean M LovettPreparerPersonNm
PTINP00086946PTIN
Phone9492222999PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$67,781FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$380ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$380TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$2,261OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,461TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,976ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,976ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$21,437TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$15,976TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$21,057ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$63,638CashBOYAmt
Cash EOY$67,781CashEOYAmt
Cash EOYFMV$67,781CashEOYFMVAmt
Other Nts And Loans Rcvbl$0OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$25,200OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
Total Assets BOY$88,838TotalAssetsBOYAmt
Total Assets EOY$67,781TotalAssetsEOYAmt
Total Assets EOYFMV$67,781TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$88,838RetainedEarningBOYAmt
Retained Earning EOY$67,781RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$88,838TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$67,781TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$88,838TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$67,781TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$88,838TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$21,057ExcessRevenueOverExpensesAmt
Subtotal$67,781SubtotalAmt
Tot Net Ast Or Fund Balances EOY$67,781TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$192,330AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$150,915NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.274426DistributionYr1Rt
Adjusted Qlfy Distri Yr2$39,938AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$7,300NetVlNoncharitableAssetsYr2Amt
Distribution Yr25.470959DistributionYr2Rt
Adjusted Qlfy Distri Yr3$170,952AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,515NetVlNoncharitableAssetsYr3Amt
Distribution Yr3112.839604DistributionYr3Rt
Adjusted Qlfy Distri Yr4$29,239AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,677NetVlNoncharitableAssetsYr4Amt
Distribution Yr46.251657DistributionYr4Rt
Adjusted Qlfy Distri Yr5$57,486AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,886NetVlNoncharitableAssetsYr5Amt
Distribution Yr530.480382DistributionYr5Rt
Total Distribution156.317028TotalDistributionRt
Average Distribution31.263406AverageDistributionRt
Net Vl Noncharitable Assets$49,753NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,555,448AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,555,448AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$15,976QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Ruling Letter2009-02-04RulingLetterDt
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.RISEUPFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LAURI HEATONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7145381070PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1158 N GLASSELL SUITE 202AddressLine1Txt
CityORANGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92866ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WENDY ADAMS
158 N GLASSELL 202ORANGECA92866PRESIDENT1.0$0$0$0
LAURI HEATON
158 N GLASSELL 202ORANGECA92866SECRETARY/TREASURER1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$50,511AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$50,511TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$50,511AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$758CashDeemedCharitableAmt
Net Vl Noncharitable Assets$49,753NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,488MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,488MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$2,488DistributableBeforeAdjAmt
Distributable Before Ded$2,488DistributableBeforeDedAmt
Distributable As Adjusted$2,488DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,976ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$15,976QualifyingDistributionsAmt
Adjusted Qualifying Distri$15,976AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,488DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$57,392ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$29,005ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$170,876ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$39,573ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$184,784ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$481,630TotalExcessDistributionCyovAmt
Qualifying Distributions$15,976QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$2,488AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,488RemainingDistriFromCorpusAmt
Total Corpus$495,118TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$57,392ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$437,726ExcessDistriCyovToNextYrAmt
Excess From Year4$29,005ExcessFromYear4Amt
Excess From Year3$170,876ExcessFromYear3Amt
Excess From Year2$39,573ExcessFromYear2Amt
Excess From Year1$184,784ExcessFromYear1Amt
Excess From Current Year$13,488ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWENDY ADAMSContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BEACON OF HOPE
1200 W ALVAREZ AVEORANGECA92868NONEPCONGOING SUPPORT FOR YOUTH AFTER-SCHOOL PROGRAMS$3,125
SERVING PEOPLE IN NEED
151 KALMUS H-1COSTA MESACA92626NONEPCFOOD FOR WORKSHOPS, SCHOOL SUPPLIES$97
SOMeONE CARES SOUP KITCHEN
720 W 19TH STCOSTA MESACA92627NONEPCSCHOOL SUPPLIES FOR TUTORING PROGRAM$995
Various K-12 Public and Private Schools
158 North GlassellOrangeCA92866NONEPCSupport Children's Education$10,872
Project Hope
343 E Grove AveOrangeCA92865NONEGeneral Support$887
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,976TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp

FieldValueIRS element (for citing)
DescNONEDesc
FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp
Div And Int From Sec Part VIIDivAndIntFromSecPartVIIGrp
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescNONEDesc
FieldValueIRS element (for citing)
Subtotals Incm Producing ActySubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,200Amt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
BANK FEES$119
CA FRANCHISE FEES$10
MISCELLANEOUS EXPENSES$808
POSTAGE$119
INSURANCE$927
SUPPLIES$278

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WENDY ADAMSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Loan Original$25,200LoanOriginalAmt
Balance Due$0BalanceDueAmt
Note2016-12NoteDt
Interest0InterestRt
Loan PurposeINADVERTENT DISTRIBUTION CORRECTED IN 2017LoanPurposeTxt

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