WINGATE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WINGATE FOUNDATION (EIN 94-3301040)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201701359349103505
- Schema version
- 2016v3.0
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T11:06:31-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 |
| Business Name Line2 | WINGATE | BusinessNameLine2Txt |
| 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 | 2017-05-11 | 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 | 2017-05-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | C2CB18E36DFFE73A10E39796F00DE74E087B84B4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 12FCE7E55CC77B7ED2DCE5F3AF4BCDBC5DFD7FC0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,394,786 | 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 | $80,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $83 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $83 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $112,516 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $112,516 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,027 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,058 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,027 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $107,846 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $309,472 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $121,626 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $71 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $71 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $71 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,569 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,569 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,569 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $92,946 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $54 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $54 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $22,724 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,724 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $22,724 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,724 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $117,310 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,418 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $24,418 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,724 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $97,352 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $97,352 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $214,662 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,418 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $24,418 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $120,076 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $94,810 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $97,208 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,282,854 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $452,203 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $452,203 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $162 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $271 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $271 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $858,761 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,771,079 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,893,044 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $55,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $49,268 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $49,268 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,196,777 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,272,821 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,394,786 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $1 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,196,776 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,272,821 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,196,776 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,272,821 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,196,777 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,272,821 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,196,776 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $94,810 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,291,586 | SubtotalAmt |
| Other Decreases | $18,765 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,272,821 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 SH AMERICAN FARMLAND CO | P | 2016-01-08 | 2016-09-29 | $7,800 | $6,787 | $1,013 | $1,013 |
| 6000 SH WHEELER REIT | P | 2016-02-09 | 2016-07-28 | $10,633 | $7,244 | $3,389 | $3,389 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,027 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,402 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $121,965 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,872,115 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065148 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $70,514 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,418,980 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049693 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $78,645 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,427,426 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055096 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,472,344 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.027168 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $37,492 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,372,787 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.027311 | DistributionYr5Rt |
| Total Distribution | 0.224416 | TotalDistributionRt |
| Average Distribution | 0.044883 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,270,333 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $101,899 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $972 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $102,871 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $120,076 | 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 | $972 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $972 | SubtotalAmt |
| Tax Based On Investment Income | $972 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $161 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $161 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $22 | EsPenaltyAmt |
| Tax Due | $833 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 | $1,614,334 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $635,573 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $55,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,304,907 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,304,907 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,574 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,270,333 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,517 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $113,517 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $972 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $972 | TotalTaxAmt |
| Distributable Before Adj | $112,545 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $112,545 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $112,545 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $120,076 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $120,076 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $972 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $119,104 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $112,545 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $8,269 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,269 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $120,076 | QualifyingDistributionsAmt |
| Applied To Current Year | $112,545 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,531 | RemainingDistriFromCorpusAmt |
| Total Corpus | $15,800 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $15,800 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $8,269 | ExcessFromYear1Amt |
| Excess From Current Year | $7,531 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 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 | $24,852 | 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 | $18,000 | |
| INLANDIA INSTITUTE | ||||||||
| 4178 CHESTNUT STREET | RIVERSIDE | CA | 92501 | NONE | 501(C)(3) | ENDOWMENT FUND | $1,000 | |
| SAN FRANCISCO BALLET | ||||||||
| 455 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | INNOVATIVE PROGRAMMING | $14,500 | |
| UC RIVERSIDE FOUNDATION | ||||||||
| PO BOX 112 | RIVERSIDE | CA | 92502 | NONE | 501(C)(3) | SCHOLARSHIPS | $2,500 | |
| RIVERSIDE ART MUSEUM | ||||||||
| 3425 MISSION INN AVE | RIVERSIDE | CA | 92501 | NONE | 501(C)(3) | SUPPORT | $15,000 | |
| BIG BROTHERSBIG SISTERS | ||||||||
| 8880 BENSON AVE | MONCLAIR | CA | 91763 | NONE | 501(C)(3) | SUPPORT | $6,000 | |
| RIVERSIDE ARTS ACADEMY | ||||||||
| 2060 UNIVERSITY AVE | RIVERSIDE | CA | 92507 | NONE | 501(C)(3) | SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $97,352 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,516 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,402 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,625 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GWG LLC | Desc |
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $107,846 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $107,846 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $117,001 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,625 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $229,472 | 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 | $80,000 | 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 | $1,330 | $1,330 | $1,330 |
| PROFESSIONAL EXP-PASS THRU | $239 | $239 | $239 |
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 | $1,771,079 | BookValueAmt |
| EOYFMV | $1,893,044 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $71 | LegalFeesAmt |
| Net Investment Income | $71 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $71 | 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 | -$10,572 | |
| WINGATE INDUSTRIES | $4,840 | $4,840 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ FOR COST OF INVESTMENTS | Desc |
| Amt | $18,765 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXPENSES | ||||
| OTHER EXPENSES | $762 | $762 | $762 | $762 |
| BANK CHARGES | $242 | $242 | $242 | $242 |
| MANAGEMENT FEES-INVEST | $21,720 | $21,720 | $21,720 | $21,720 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GWG LLC | Desc |
| Revenue And Expenses Per Books | $107,846 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| 2015 FEDERAL 990-T | $45,308 | ||
| 2016 FEDERAL 990-T | $22,400 | ||
| FEDERAL TAX-OTHER | $302 | ||
| 2016 FEDERAL EXCISE TAX | $162 | ||
| 2015 CALIF FORM 109 | $14,231 | ||
| 2016 CALIF FORM 109 | $9,452 | ||
| CALIF TAX-OTHER | $1,037 | ||
| FOREIGN TAXES PAID | $49 | $49 | $49 |
| CALIF SEC OF STATE | $5 | $5 | $5 |
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