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WINGATE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
WINGATE FOUNDATION (EIN 94-3301040)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-02-26
IRS object ID
201520579349100607
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)
Return2015-02-26T16:09:31-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330252865PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROORDA PIQUET & BESSEE INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15995 BROCKTON AVENUE/2ND FLOORAddressLine1Txt
CityRIVERSIDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92506ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943301040EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WINGATE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWINGBusinessNameControlTxt
Phone7077852774PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12451 KNOB HILL DRAddressLine1Txt
CityRIVERSIDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP925063436ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTODD WINGATEPersonNm
Person TitleOFFICERPersonTitleTxt
Phone7077852774PhoneNum
Signature2015-02-06SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD D PIQUETPreparerPersonNm
PTINP00395500PTIN
Phone9516847781PhoneNum
Preparation2015-02-06PreparationDt
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$1,524,760FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$157,318ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,194InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,194InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$158,512TotalRevAndExpnssAmt
Total Net Invst Incm$1,194TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,049AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,049AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,049AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10TaxesNetInvstIncmAmt
Taxes Adj Net Incm$10TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$25OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$1,084TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,084TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,084TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$70,515ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$70,515ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$71,599TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,084TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,084TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$70,515TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$86,913ExcessRevenueOverExpensesAmt
Net Investment Income$110NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,382,685SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,469,598SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,469,598SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$162PrepaidExpensesBOYAmt
Prepaid Expenses EOY$162PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$162PrepaidExpensesEOYFMVAmt
Other Assets BOY$55,000OtherAssetsBOYAmt
Other Assets EOY$55,000OtherAssetsEOYAmt
Other Assets EOYFMV$55,000OtherAssetsEOYFMVAmt
Total Assets BOY$1,437,847TotalAssetsBOYAmt
Total Assets EOY$1,524,760TotalAssetsEOYAmt
Total Assets EOYFMV$1,524,760TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,437,847RetainedEarningBOYAmt
Retained Earning EOY$1,524,760RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,437,847TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,524,760TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,437,847TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,524,760TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,437,847TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$86,913ExcessRevenueOverExpensesAmt
Subtotal$1,524,760SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,524,760TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$78,645AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,427,426NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055096DistributionYr1Rt
Adjusted Qlfy Distri Yr2$40,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,472,344NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.027168DistributionYr2Rt
Adjusted Qlfy Distri Yr3$37,492AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,372,787NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.027311DistributionYr3Rt
Adjusted Qlfy Distri Yr4$24,606AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,249,340NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.019695DistributionYr4Rt
Adjusted Qlfy Distri Yr5$88,457AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,095,555NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.080742DistributionYr5Rt
Total Distribution0.210012TotalDistributionRt
Average Distribution0.042002AverageDistributionRt
Net Vl Noncharitable Assets$1,418,980NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$59,600AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$59,601AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$70,515QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1InvestmentIncomeExciseTaxAmt
Subtotal$1SubtotalAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$162EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$162TotalPaymentsAndCreditsAmt
Overpayment$161OverpaymentAmt
Applied To ES Tax$161AppliedToESTaxAmt

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 AddressN/AWebsiteAddressTxt
Individual With BooksTODD WINGATEIndividualWithBooksNm
Phone9518277936PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12451 KNOB HILL DRAddressLine1Txt
CityRIVERSIDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP925063436ZIPCd
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
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL K BEAM
10155 VIA INDIGOMORENO VALLEYCA92557CEO1.00$0$0$0
TODD B WINGATE
2451 KNOB HILLRIVERSIDECA92506SECRETARY1.00$0$0$0
JIMMY C MANNING
1310 E COLTON AVEREDLANDSCA92374CFO1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,385,427AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$55,162FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,440,589TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,440,589AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,609CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,418,980NetVlNoncharitableAssetsAmt
Minimum Investment Return$70,949MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$70,949MinimumInvestmentReturnAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Total Tax$1TotalTaxAmt
Distributable Before Adj$70,948DistributableBeforeAdjAmt
Distributable Before Ded$70,948DistributableBeforeDedAmt
Distributable As Adjusted$70,948DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$70,515ExpensesAndContributionsAmt
Qualifying Distributions$70,515QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$70,514AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$70,948DistributableAsAdjustedAmt
Undistributed Income PY$19,657UndistributedIncomePYAmt
Qualifying Distributions$70,515QualifyingDistributionsAmt
Applied To Year1$19,657AppliedToYear1Amt
Applied To Current Year$50,858AppliedToCurrentYearAmt
Undistributed Income CY$20,090UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
SEA RANCH THESPIANS
PO BOX 149THE SEA RANCHCA954970149NONE501(C)(3)ART PRESENTATION$10,000
UNIV CALIF RIVERSIDE
900 UNIVERSITY AVERIVERSIDECA92521NONE501(C)(3)GUARDIAN SCHOLARSHIP FUND$20,000
CAL POLY FOUNDATION
3801 W TEMPLE AVEPOMONACA91768NONE501(C)(3)SCHOLARSHIP FUND$35,515BUILDING 55
MATA ORTIZ FOUNDATION
6154 HAWARDEN DRRIVERSIDECA92506NONE501(C)(3)ARTS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$70,515TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,194ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,194ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,194TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJOHN WINGATE TRUST DATED 1998ContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 71AddressLine1Txt
CityTHE SEA RANCHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95497ZIPCd
FieldValueIRS element (for citing)
Total Contributions$157,318TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL EXPENSESCategoryTxt
Amt$1,049Amt
Net Investment Income$1,049NetInvestmentIncomeAmt
Adjusted Net Income$1,049AdjustedNetIncomeAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescART/FURNITUREDesc
BOY Book Value$55,000BOYBookValueAmt
EOY Book Value$55,000EOYBookValueAmt
EOYFMV$55,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
OTHER EXPENSES$25$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES & LICENSESCategoryTxt
Amt$10Amt
Net Investment Income$10NetInvestmentIncomeAmt
Adjusted Net Income$10AdjustedNetIncomeAmt

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