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WINGATE FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
WINGATE FOUNDATION (EIN 94-3301040)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-14
IRS object ID
201421349349101867
Schema version
2013v3.1
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)
Return2014-05-14T12:18:04-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROORDA PIQUET & BESSEE INCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15995 BROCKTON AVENUE/2ND FLOORAddressLine1
CityRIVERSIDECity
StateCAState
ZIP Code92506ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943301040EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WINGATE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlWINGBusinessNameControlTxt
Phone7077852774PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12451 KNOB HILL DRAddressLine1
CityRIVERSIDECity
StateCAState
ZIP Code925063436ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTODD WINGATEPersonNm
Person TitleOFFICERPersonTitleTxt
Phone7077852774PhoneNum
Signature2014-05-14SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD D PIQUETPreparerPersonNm
PTINP00395500PTIN
Phone9516847781PhoneNum
Preparation2014-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,437,847FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$55,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,447InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,447InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$56,447TotalRevAndExpnssAmt
Total Net Invst Incm$1,447TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$750AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$750AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$7TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7TaxesNetInvstIncmAmt
Taxes Adj Net Incm$7TaxesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$757TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$757TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$757TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$78,652ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$78,652ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$79,409TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$757TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$757TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$78,652TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$22,962ExcessRevenueOverExpensesAmt
Net Investment Income$690NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,460,641SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,382,685SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,382,685SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$169PrepaidExpensesBOYAmt
Prepaid Expenses EOY$162PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$162PrepaidExpensesEOYFMVAmt
Other Assets EOY$55,000OtherAssetsEOYAmt
Other Assets EOYFMV$55,000OtherAssetsEOYFMVAmt
Total Assets BOY$1,460,810TotalAssetsBOYAmt
Total Assets EOY$1,437,847TotalAssetsEOYAmt
Total Assets EOYFMV$1,437,847TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,460,810RetainedEarningBOYAmt
Retained Earning EOY$1,437,847RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,460,810TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,437,847TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,460,810TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,437,847TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,460,810TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$22,962ExcessRevenueOverExpensesAmt
Other Increases-$1OtherIncreasesAmt
Subtotal$1,437,847SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,437,847TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$40,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,472,344NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.027168DistributionYr1Rt
Adjusted Qlfy Distri Yr2$37,492AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,372,787NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.027311DistributionYr2Rt
Adjusted Qlfy Distri Yr3$24,606AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,249,340NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.019695DistributionYr3Rt
Adjusted Qlfy Distri Yr4$88,457AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,095,555NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.080742DistributionYr4Rt
Adjusted Qlfy Distri Yr5$65,589AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,034,271NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.063416DistributionYr5Rt
Total Distribution0.218332TotalDistributionRt
Average Distribution0.043666AverageDistributionRt
Net Vl Noncharitable Assets$1,427,426NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$62,330AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$62,337AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$78,652QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$7InvestmentIncomeExciseTaxAmt
Subtotal$7SubtotalAmt
Tax Based On Investment Income$7TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$169EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$169TotalPaymentsAndCreditsAmt
Overpayment$162OverpaymentAmt
Applied To ES Tax$162AppliedToESTaxAmt

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 DRAddressLine1
CityRIVERSIDECity
StateCAState
ZIP Code925063436ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL K BEAM
10155 VIA INDIGOMORENO VALLEYCA92557CEO0.25$0$0$0
TODD B WINGATE
2451 KNOB HILLRIVERSIDECA92506SECRETARY0.25$0$0$0
JIMMY C MANNING
1310 E COLTON AVEREDLANDSCA92374CFO0.25$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$1,421,663AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$27,500FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,449,163TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,449,163AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,737CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,427,426NetVlNoncharitableAssetsAmt
Minimum Investment Return$71,371MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$71,371MinimumInvestmentReturnAmt
Tax Based On Investment Income$7TaxBasedOnInvestmentIncomeAmt
Total Tax$7TotalTaxAmt
Distributable Before Adj$71,364DistributableBeforeAdjAmt
Distributable Before Ded$71,364DistributableBeforeDedAmt
Distributable As Adjusted$71,364DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$78,652ExpensesAndContributionsAmt
Qualifying Distributions$78,652QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$7PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$78,645AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$71,364DistributableAsAdjustedAmt
Undistributed Income PY$26,945UndistributedIncomePYAmt
Qualifying Distributions$78,652QualifyingDistributionsAmt
Applied To Year1$26,945AppliedToYear1Amt
Applied To Current Year$51,707AppliedToCurrentYearAmt
Undistributed Income CY$19,657UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
INLANDIA INSTITUTE
4178 CHESTNUT STRIVERSIDECA92501NONE501(C)(3)LITERARY ACTIVITY$1,000
SANTA ROSA JR COLLEGE FD
1501 MENDOCINO AVESANTA ROSACA954014395NONE501(C)(3)SCHOLARSHIP FUND$1,000
SAM & ALFREDA MALOOF FOUNDATION
5131 CARNELIAN STALTA LOMACA91701NONE501(C)(3)SUPPORT OF CHARITABLE ACTIVITY$10,000
SAN FRANCISCO BALLET
455 FRANKLIN STSAN FRANCISCOCA94102NONE501(C)(3)SCHOLARSHIP FUND$16,600
AURORA THEATRE COMPANY
2081 ADDISON STBERKLEYCA94704NONE501(C)(3)THEATRE$5,000
SEA RANCH THESPIANS
PO BOX 149THE SEA RANCHCA954970149NONE501(C)(3)ART PRESENTATION$10,000
RIVERSIDE ART MUSEUM
3425 MISSION INN AVERIVERSIDECA92501NONEARTS SUPPORT$25,052
UNIV CALIF RIVERSIDE
900 UNIVERSITY AVERIVERSIDECA92521NONEGUARDIAN SCHOLARSHIP FUND$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$78,652TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,447ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,447ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,447TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL EXPENSESCategoryTxt
Amt$750Amt
Net Investment Income$750NetInvestmentIncomeAmt
Adjusted Net Income$750AdjustedNetIncomeAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (3 entries)

MICHAEL K BEAM
TODD B WINGATE
JIMMY C MANNING

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

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

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionROUNDINGDescription
Amount-$1Amount

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$7Amt
Net Investment Income$7NetInvestmentIncomeAmt
Adjusted Net Income$7AdjustedNetIncomeAmt

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