BETA

ONTARIO COMMUNITY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ONTARIO COMMUNITY FOUNDATION INC (EIN 95-1811238)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-13
IRS object ID
201511339349103131
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-13T19:01:42-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN952648289PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1VAVRINEKTRINEDAY & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18270 ASPEN STREETAddressLine1Txt
CityRANCHO CUCAMONGACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91730ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN951811238EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRENE BIANEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9099857338PhoneNum
Signature2015-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHEIDI E WHITEPreparerPersonNm
PTINP01351190PTIN
Phone9094664410PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,084,255FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$87,456DividendsRevAndExpnssAmt
Dividends Net Invst Incm$87,456DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$55,392NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$791,309GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$55,392CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$142,848TotalRevAndExpnssAmt
Total Net Invst Incm$142,848TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,745AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$19,275OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,275OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,236TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,497OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,753TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,275TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$145,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$145,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$175,253TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,275TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$145,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$32,405ExcessRevenueOverExpensesAmt
Net Investment Income$123,573NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,572CashBOYAmt
Cash EOY$1,072CashEOYAmt
Cash EOYFMV$1,072CashEOYFMVAmt
Sav And Temp Cash Invst BOY$89,658SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$89,077SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$89,077SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,762,618CorporateStockBOYAmt
Corporate Stock EOY$2,027,008CorporateStockEOYAmt
Corporate Stock EOYFMV$2,027,008CorporateStockEOYFMVAmt
Corporate Bonds BOY$578,270CorporateBondsBOYAmt
Corporate Bonds EOY$597,674CorporateBondsEOYAmt
Corporate Bonds EOYFMV$597,674CorporateBondsEOYFMVAmt
Other Investments BOY$560,329OtherInvestmentsBOYAmt
Other Investments EOY$365,573OtherInvestmentsEOYAmt
Other Investments EOYFMV$365,573OtherInvestmentsEOYFMVAmt
Other Assets BOY$6,816OtherAssetsBOYAmt
Other Assets EOY$3,851OtherAssetsEOYAmt
Other Assets EOYFMV$3,851OtherAssetsEOYFMVAmt
Total Assets BOY$3,000,263TotalAssetsBOYAmt
Total Assets EOY$3,084,255TotalAssetsEOYAmt
Total Assets EOYFMV$3,084,255TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$3,000,263UnrestrictedBOYAmt
Unrestricted EOY$3,084,255UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$3,000,263TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,084,255TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,000,263TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,084,255TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,000,263TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$32,405ExcessRevenueOverExpensesAmt
Other Increases$116,397OtherIncreasesAmt
Subtotal$3,084,255SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,084,255TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyGAIN ON SALE OF INVESTMENTSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$791,309GrossSalesPriceAmt
Cost Or Other Basis$735,917CostOrOtherBasisAmt
Gain Or Loss$55,392GainOrLossAmt
Gains Minus Excess Or Losses$55,392GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$55,392CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$175,710AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,846,413NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.061730DistributionYr1Rt
Adjusted Qlfy Distri Yr2$136,255AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,760,909NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049351DistributionYr2Rt
Adjusted Qlfy Distri Yr3$158,560AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,726,563NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.058154DistributionYr3Rt
Adjusted Qlfy Distri Yr4$153,833AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,627,365NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.058550DistributionYr4Rt
Adjusted Qlfy Distri Yr5$139,129AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,520,591NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.055197DistributionYr5Rt
Total Distribution0.282982TotalDistributionRt
Average Distribution0.056596AverageDistributionRt
Net Vl Noncharitable Assets$1,458,418NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$82,541AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,236NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$83,777AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$164,775QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,236InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,236SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,236TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,040EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,040TotalPaymentsAndCreditsAmt
Overpayment$804OverpaymentAmt
Applied To ES Tax$804AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1250AddressLine1Txt
CityONTARIOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91762ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MR RENE BIANE
PO BOX 1250UPLANDCA91762PRESIDENT2.00$0$0$0
MR BOB ELDRIDGE
PO BOX 1250UPLANDCA91762TRUSTEE2.00$0$0$0
MR J GLENN ROBSON
PO BOX 1250UPLANDCA91762TRUSTEE2.00$0$0$0
MR DON WIGHT
PO BOX 1250UPLANDCA91762TRUSTEE2.00$0$0$0
MRS MAGGIE VINNEDGE
PO BOX 1250UPLANDCA91762TRUSTEE2.00$0$0$0
MR BILL RUGG
PO BOX 1250UPLANDCA91762TRUSTEE2.00$0$0$0
MR BILL DINGLE
PO BOX 1250UPLANDCA91762TRUSTEE2.00$0$0$0
MR LEON LOTT
PO BOX 1250UPLANDCA91762TRUSTEE2.00$0$0$0
MR LOWELL STARK
PO BOX 1250UPLANDCA91762SECRETARY2.00$0$0$0
MRS LINDA GLADSON
PO BOX 1250UPLANDCA91762TREASURER2.00$0$0$0
MR OWEN PILLOW
PO BOX 1250UPLANDCA91762VICE PRESIDENT2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GRANTS ARE PROVIDED TO NON PROFIT ORGANIZATIONS IN AND AROUND ONTARIO, CA FOR THE BENEFIT OF SOCIETYDescription1Txt
Expenses1$145,500Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,376,683AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$99,034AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,910FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,480,627TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,480,627AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,209CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,458,418NetVlNoncharitableAssetsAmt
Minimum Investment Return$72,921MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$72,921MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,236TaxBasedOnInvestmentIncomeAmt
Total Tax$1,236TotalTaxAmt
Distributable Before Adj$71,685DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$71,685DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$71,685DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$145,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$19,275CharitableAssetsAcquisPaidAmt
Qualifying Distributions$164,775QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,236PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$163,539AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$71,685DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$104ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$104TotalExcessDistributionCyovAmt
Qualifying Distributions$164,775QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$71,685AppliedToCurrentYearAmt
Remaining Distri From Corpus$93,090RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$93,194TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$93,194ExcessDistriCyovToNextYrAmt
Excess From Year1$104ExcessFromYear1Amt
Excess From Current Year$93,090ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonONTARIO COMMUNITY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1250AddressLine1Txt
CityONTARIOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91762ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9099857338RecipientPhoneNum
Form And Info And MaterialsINFORMATION SHOULD BE IN WRITING AND INCLUDE NAME, ADDRESS, AMOUNT BEING REQUESTED, SPECIFIC INFORMATION AS TO WHAT FUNDS WILL BE USED FORFormAndInfoAndMaterialsTxt
Submission DeadlinesNO SUBMISSION DEADLINES. REQUESTS ARE REVIEWED AT BOARD MEETINGS AFTER RECEIPTSubmissionDeadlinesTxt
Restrictions On AwardsAMOUNT LIMITATIONS ARE BASED ON AVAILABILITYRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADONAIHELPING FAMILIES CHRISIS
PO BOX 8218ALTA LOMACA91701NONEPUBLIC CHARITYPROM FOR CANCER KIDS$10,000
ASSISTANCE LEAGUE UPLAND
8555 ARCHIBALDRANCHO CUCAMONGACA91730NONEPUBLIC CHARITYOPERATION SCHOOL BELL$13,500
CASA OF SAN BERNARDINO
PO BOX 519RIALTOCA92377NONEPUBLIC CHARITYFOSTER YOUTH$10,000
CLAREMONT AFTER SCHOOL
1111 N MOUNTAIN AVECLAREMONTCA91711NONEPUBLIC CHARITYAFTER SCHOOL PROGRAM$7,800
DIGNITY GROUP
1055 N EUCLIDONTARIOCA91762NONEPUBLIC CHARITYSPECIAL NEEDS INDIVIDUALS$3,000
INCREDIBLE EDIBLE GARDEN
740 W 20TH STUPLANDCA91784NONEPUBLIC CHARITYMONTCLAIR FRUIT PARK$7,000
INLAND VALLEY COUNCIL OF CHURCHES
1753 N PARKPOMONACA91768NONEPUBLIC CHARITYSOVA FOOD PROGRAM$10,000
ONTARIO POLICE MUSEUM
3175 SEDONA CTONTARIOCA91764NONEPUBLIC CHARITYDISPLAY UPGRADES$5,000
ONTARIOCHAFFEY COM BAND
1258 N EUCLIDONTARIOCA91762NONEPUBLIC CHARITYBAND PERFORMANCES$2,500
OPARC
9029 VERNONMONTCLAIRCA91763NONEPUBLIC CHARITYDEVELOPMENT CENTER PROGRAM$10,000
PILGRIM PLACE
625 MAYFLOWERCLAREMONTCA91711NONEPUBLIC CHARITYRESIDENT HEALTH SUPPORT$5,000
POMONA VALLEY SENIOR SERVICES
141 SPRING STCLAREMONTCA91711NONEPUBLIC CHARITYFAMILY CAREGIVER SUPPORT$5,000
SACH FOUNDATIONOCF ROOM NAME
999 SAN BERNARDINO RDUPLANDCA91786NONEPUBLIC CHARITYOCF ROOM NAMING NEW ADDITION$1,700
SALEM CHRISTIAN
6921 EDISONCHINOCA91710NONEPUBLIC CHARITYVAN$15,000
SAMARITAN COUNSELING
1126 FOOTHILL BLVD 110UPLANDCA91785NONEPUBLIC CHARITYCOUNSELING PROGRAM$15,000
TRAELERS AID
1923 AVIONONTARIOCA91764NONEPUBLIC CHARITYAID FOR TRAVELERS$1,000
UPLAND COMMUNITY PARTNERSHIP YOUTH
PO BOX 1082UPLANDCA91785NONEPUBLIC CHARITYAFTER SCHOOL PROGRAM$11,500
VNAHOSPICE
150 W FIRST STCLAREMONTCA91711NONEPUBLIC CHARITYAFTERNOON OFF PROGRAM$10,000
YOUTH MENTORING ACTION NETWORK
PO BOX 1633CLAREMONTCA91711NONEPUBLIC CHARITYMENTORING PROGRAM$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$145,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$87,456ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$55,392ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$142,848ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$142,848TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$3,745Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDSBondNm
EOY Book Value$597,674EOYBookValueAmt
EOYFMV$597,674EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$2,027,008EOYBookValueAmt
EOYFMV$2,027,008EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDS/DEFINED ASSETSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$365,573BookValueAmt
EOYFMV$365,573EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INTEREST$6,773$3,047$3,047
PREPAID TAXES$43$804$804

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATION COSTS$2,505$0$0
INSURANCE$2,210$0$0
FILING FEES$60$0$0
OTHER EXPENSES$722$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$116,397Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$19,275Amt
Net Investment Income$19,275NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXISE TAXCategoryTxt
Amt$1,236Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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