ONTARIO COMMUNITY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ONTARIO COMMUNITY FOUNDATION INC (EIN 95-1811238)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201821359349101512
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T10:24:03-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952648289 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VAVRINEKTRINEDAY & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10681 FOOTHILL BLVD SUITE 300 | AddressLine1Txt |
| City | RANCHO CUCAMONGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91730 | 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 | 951811238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ONTARIO COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ONTA | BusinessNameControlTxt |
| Phone | 9099857338 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 154-A W FOOTHILL BLVD NO 314 | AddressLine1Txt |
| City | UPLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917863847 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RENE BIANE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9099857338 | PhoneNum |
| Signature | 2018-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE L GRAY | PreparerPersonNm |
| PTIN | P01294460 | PTIN |
| Phone | 9094664410 | PhoneNum |
| 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 | $3,246,583 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $93,616 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,616 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $192,460 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,108,304 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $192,460 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $286,076 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $286,076 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,638 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,638 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,139 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,721 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,721 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,698 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,638 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,921 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $136,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $136,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $179,698 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,638 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $144,921 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $106,378 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $256,438 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,710 | CashBOYAmt |
| Cash EOY | $4,160 | CashEOYAmt |
| Cash EOYFMV | $4,160 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $63,819 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $173,278 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $173,278 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,533 | AcctRcvblAmt |
| Acct Rcvbl EOY | $2,533 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,533 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,835,157 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,015,310 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,015,310 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $950,394 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $858,287 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $858,287 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $202,873 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $193,015 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $193,015 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,057,953 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,246,583 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,246,583 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $669 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,179 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $669 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,179 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,057,284 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,244,404 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,057,284 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,244,404 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,057,953 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,246,583 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,057,284 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $106,378 | ExcessRevenueOverExpensesAmt |
| Other Increases | $80,742 | OtherIncreasesAmt |
| Subtotal | $3,244,404 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,244,404 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF ASSETS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2012-01-01 | AcquiredDt |
| Sold | 2017-12-31 | SoldDt |
| Gross Sales Price | $1,108,304 | GrossSalesPriceAmt |
| Cost Or Other Basis | $915,844 | CostOrOtherBasisAmt |
| Gain Or Loss | $192,460 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $192,460 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $192,460 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $151,322 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,933,840 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051578 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $177,656 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,946,236 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060299 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $163,539 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,996,208 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054582 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $175,710 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,846,413 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061730 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $136,255 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,760,909 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049351 | DistributionYr5Rt |
| Total Distribution | 0.277540 | TotalDistributionRt |
| Average Distribution | 0.055508 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,106,106 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $172,414 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,564 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $174,978 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $174,559 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,129 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,129 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,129 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,960 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,169 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARY DARBINIAN | IndividualWithBooksNm |
| Phone | 9099857338 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 154-A W FOOTHILL BLVD 314 | AddressLine1Txt |
| City | UPLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91786 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| MR RENE BIANE | ||||||||
| 154-A W FOOTHILL BLVD 314 | UPLAND | CA | 91762 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| LOWELL STARK | ||||||||
| 154-A W FOOTHILL BLVD 314 | UPLAND | CA | 91762 | SECRETARY | 2.00 | $0 | $0 | $0 |
| DANN BOWMAN | ||||||||
| 154-A W FOOTHILL BLVD 314 | UPLAND | CA | 91762 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MR BILL RUGG | ||||||||
| 154-A W FOOTHILL BLVD 314 | UPLAND | CA | 91762 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JUNE REDICK | ||||||||
| 154-A W FOOTHILL BLVD 314 | UPLAND | CA | 91762 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MAGGIE LATIMER | ||||||||
| 154-A W FOOTHILL BLVD 314 | UPLAND | CA | 91762 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| WARREN STEWART | ||||||||
| 154-A W FOOTHILL BLVD 314 | UPLAND | CA | 91762 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| RICHARD DELMAN | ||||||||
| 154-A W FOOTHILL BLVD 314 | UPLAND | CA | 91762 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JON NOVACK | ||||||||
| 154-A W FOOTHILL BLVD 314 | UPLAND | CA | 91762 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| OWEN PILLOW | ||||||||
| 154-A W FOOTHILL BLVD 314 | UPLAND | CA | 91762 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| LINDA GLADSON | ||||||||
| 154-A W FOOTHILL BLVD 314 | UPLAND | CA | 91762 | TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTS ARE PROVIDED TO NON PROFIT ORGANIZATIONS IN AND AROUND ONTARIO, CA FOR THE BENEFIT OF SOCIETY | Description1Txt |
| Expenses1 | $136,000 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,027,518 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $124,622 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,267 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,153,407 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,153,407 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,301 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,106,106 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $155,305 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $155,305 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,129 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,129 | TotalTaxAmt |
| Distributable Before Adj | $150,176 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $150,176 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $150,176 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $144,921 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $29,638 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $174,559 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $174,559 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $150,176 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $104 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $93,090 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,862 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,579 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $135,635 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $174,559 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $150,176 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,383 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $160,018 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $160,018 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $104 | ExcessFromYear4Amt |
| Excess From Year3 | $93,090 | ExcessFromYear3Amt |
| Excess From Year2 | $34,862 | ExcessFromYear2Amt |
| Excess From Year1 | $7,579 | ExcessFromYear1Amt |
| Excess From Current Year | $24,383 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ONTARIO COMMUNITY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 154-A W FOOTHILL BLVD 314 | AddressLine1Txt |
| City | ONTARIO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91762 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9099857338 | RecipientPhoneNum |
| Form And Info And Materials | INFORMATION SHOULD BE IN WRITING AND INCLUDE NAME, ADDRESS, AMOUNT BEING REQUESTED, SPECIFIC INFORMATION AS TO WHAT FUNDS WILL BE USED FOR | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES. REQUESTS ARE REVIEWED AT BOARD MEETINGS AFTER RECEIPT | SubmissionDeadlinesTxt |
| Restrictions On Awards | AMOUNT LIMITATIONS ARE BASED ON AVAILABILITY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CASA OF SAN BERNARDINO | |||||||
| PO BOX 519 | RIALTO | CA | 92377 | NONE | PC | MENTORING FOSTER CHILDREN | $10,000 |
| HOPE PARTNERS | |||||||
| 1753 N PARK | POMONA | CA | 91768 | NONE | PC | SOVA PROGRAM | $10,000 |
| ONTARIOCHAFFEY COM BAND | |||||||
| PO BOX 1512 | ONTARIO | CA | 91762 | NONE | PC | BAND CHIMES | $4,500 |
| OPARC | |||||||
| 9029 VERNON | MONTCLAIR | CA | 91763 | NONE | PC | ADULT CHANGING TABLES | $9,000 |
| COMMUNITY SENIOR SERVICES | |||||||
| 141 SPRING ST | CLAREMONT | CA | 91711 | NONE | PC | SUPPORT TO P/T VOLUNTEER | $10,000 |
| SHOES THAT FIT | |||||||
| 1420 CLAREMONT BLVD 2014 | CLAREMONT | CA | 91711 | NONE | PC | SHOES FOR CHILDREN | $5,000 |
| CLAREMONT AFTER-SCHOOL PROGRAM (CLASP) | |||||||
| 1111 N MOUNTAIN | CLAREMONT | CA | 91711 | NONE | PC | PROGRAM IMPROVEMENTS | $8,000 |
| FOOTHILL FAMILY SHELTER | |||||||
| 1501 W NINTH D | UPLAND | CA | 91786 | NONE | PC | 120 DAY STEPPING PROGRAM AND SHELTER PROGRAM | $7,500 |
| UPLAND ROTARY | |||||||
| PO BOX 701 | UPLAND | CA | 91785 | NONE | PC | JUST READ PROGRAM | $7,000 |
| INLAND EMPIRE UNITED WAY | |||||||
| 9644 HERMOSA | RANCHO CUCAMONGA | CA | 91730 | NONE | PC | KIDS PACK FOOD | $5,000 |
| UPLAND COMMUNITY PARTNERSHIP YOUTH | |||||||
| PO BOX 1082 | UPLAND | CA | 91785 | NONE | PC | AFTER SCHOOL MENTORING | $12,000 |
| YOUTH MENTORING ACTION NETWORK | |||||||
| PO BOX 1633 | CLAREMONT | CA | 91711 | NONE | PC | MENTORING/MUSIC PROGRAM | $2,500 |
| AMERICAN RED CROSS | |||||||
| 601 N GOLDEN CIRCLE | SANTA ANA | CA | 92705 | NONE | PC | VAN FOR BLOOD TRANSPORT | $5,000 |
| PROJECT SISTER | |||||||
| PO BOX 1369 | POMONA | CA | 91769 | NONE | PC | VIOLENCE PREVENTION EDUCATION | $8,000 |
| VNA HOSPICE PALLIATIVE CARE | |||||||
| 555 N BENSON D | UPLAND | CA | 91786 | NONE | PC | HOSPICE & CHARITABLE CARE | $15,000 |
| ANTHESIS | |||||||
| 4650 BROOKS ST | MONTCLAIR | CA | 91763 | NONE | PC | SERV & UTILITY COUNTERS | $15,000 |
| CHAFFEY COMMUNITY MUSEUM OF ART | |||||||
| 217 S LEMON AVE | ONTARIO | CA | 91761 | NONE | PC | APPRAISAL FOR COLLECTION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $136,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,616 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $192,460 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $286,076 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $286,076 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $858,287 | EOYBookValueAmt |
| EOYFMV | $858,287 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $2,015,310 | EOYBookValueAmt |
| EOYFMV | $2,015,310 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS/DEFINED ASSETS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $193,015 | BookValueAmt |
| EOYFMV | $193,015 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATION COSTS | $2,996 | $0 | $2,996 |
| INSURANCE | $1,590 | $0 | $1,590 |
| FILING FEES | $135 | $0 | $135 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $80,742 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $669 | BOYBookValueAmt |
| EOY Book Value | $2,179 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $29,638 | Amt |
| Net Investment Income | $29,638 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXISE TAX | CategoryTxt |
| Amt | $5,139 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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