WINGATE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WINGATE FOUNDATION (EIN 94-3301040)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-28
- IRS object ID
- 201321489349100407
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-28T12:28:01-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROORDA PIQUET & BESSEE INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5995 BROCKTON AVENUE/2ND FLOOR | AddressLine1 |
| City | RIVERSIDE | City |
| State | CA | State |
| ZIP Code | 92506 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943301040 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINGATE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WING | NameControl |
| Phone | 7077852774 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2451 KNOB HILL DR | AddressLine1 |
| City | RIVERSIDE | City |
| State | CA | State |
| ZIP Code | 925063436 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TODD WINGATE | Name |
| Title | OFFICER | Title |
| Phone | 7077852774 | Phone |
| Date Signed | 2013-05-23 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD D PIQUET | Name |
| Phone | 9516847781 | Phone |
| Date Prepared | 2013-05-22 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1460810 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 690 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 690 | InterestOnSavingsNetInvstIncm |
| Total Revenue And Expenses | 690 | TotalRevenueAndExpenses |
| Total Net Investment Income | 690 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1095 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1095 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 1095 | AccountingFeesAdjNetIncm |
| Taxes Rev And Expnss | 60 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 60 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 60 | TaxesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 1155 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1155 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 1155 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 40000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 40000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 41155 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1155 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 1155 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 40000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -40465 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1501105 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1460641 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1460641 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 169 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 169 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 169 | PrepaidExpensesEOYFMV |
| Total Assets BOY | 1501274 | TotalAssetsBOY |
| Total Assets EOY | 1460810 | TotalAssetsEOY |
| Total Assets EOYFMV | 1460810 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1501274 | RetainedEarningsBOY |
| Retained Earnings EOY | 1460810 | RetainedEarningsEOY |
| Total Net Assets BOY | 1501274 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1460810 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1501274 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1460810 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1501274 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -40465 | ExcessOfRevenueOverExpenses |
| Other Increases | 1 | OtherIncreases |
| Subtotal | 1460810 | Subtotal |
| Total Net Assets Fund Balances EOY | 1460810 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 37492 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1372787 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.027311 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 24606 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1249340 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.019695 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 88457 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1095555 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.080742 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 65589 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1034271 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.063416 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 62585 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 957340 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.065374 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.256538 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051308 | AverageDistributionRatio |
| Net Noncharitable Assets | 1472344 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 75543 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 75543 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 40000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Est Tax Payments And Overpayment | 169 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 169 | TotalCreditsAndPayments |
| Overpayment | 169 | Overpayment |
| Amount Credited To Next Year | 169 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | TODD WINGATE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7077852774 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 71 | AddressLine1 |
| City | THE SEA RANCH CA | City |
| State | CA | State |
| ZIP Code | 95497 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MICHAEL K BEAM | ||||||||
| 10155 VIA INDIGO | MORENO VALLEY | CA | 92557 | CEO | 0.25 | 0 | 0 | 0 |
| TODD B WINGATE | ||||||||
| 2451 KNOB HILL | RIVERSIDE | CA | 92506 | SECRETARY | 0.25 | 0 | 0 | 0 |
| JIMMY C MANNING | ||||||||
| 1310 E COLTON AVE | REDLANDS | CA | 92374 | CFO | 0.25 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1494596 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 169 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1494765 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1494765 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 22421 | CashDeemedCharitable |
| Net Noncharitable Assets | 1472344 | NetNoncharitableAssets |
| Minimum Investment Return | 73617 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 73617 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 73617 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 73617 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 73617 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 40000 | ExpensesAndContributions |
| Qualifying Distributions | 40000 | QualifyingDistributions |
| Adj Qualifying Distributions | 40000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 73617 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 6672 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 6672 | TotalExcessDistriCarryover |
| Qualifying Distributions | 40000 | QualifyingDistributions |
| Applied To Current Year | 40000 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 6672 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 6672 | ExcessDistriCyovAppliedCY |
| Undistributed Income CY | 26945 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CAL POLY FOUNDATION | |||||||
| BUILDING 15 | SAN LUIS OBISPO | CA | 93407 | NONE | 501(C)(3) | SCHOLARSHIP FD/AWARDS/HVAC ENDOWMENT | $20,908 |
| SANTA ROSA JR COLLEGE | |||||||
| 1501 MENDOCINO AVE | SANTA ROSA | CA | 954014395 | NONE | 501(C)(3) | SCHOLARSHIP FUND | $500 |
| SAM & ALFREDA MALOOF FOUNDATION | |||||||
| 5131 CARNELIAN ST | ALTA LOMA | CA | 91701 | NONE | 501(C)(3) | SUPPORT OF CHARITABLE ACTIVITY | $2,592 |
| SAN FRANCISCO BALLET | |||||||
| 455 FRANKLIN ST | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | SCHOLARSHIP FUND | $10,000 |
| AURORA THEATRE COMPANY | |||||||
| 2081 ADDISON ST | BERKLEY | CA | 94704 | NONE | 501(C)(3) | THEATRE | $5,000 |
| SAN BERNARDINO VALLEY COLLEGE | |||||||
| 701 S MOUNT VERNON AVE | SAN BERNARDINO | CA | 92410 | NONE | 501(C)(3) | SCHOLARSHIPS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 40000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $690 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $690 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 690 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL EXPENSES | Category |
| Amount | $1,095 | Amount |
| Net Investment Income | 1095 | NetInvestmentIncome |
| Adjusted Net Income | 1095 | AdjustedNetIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| MICHAEL K BEAM |
| TODD B WINGATE |
| JIMMY C MANNING |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $1 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES & LICENSES | Category |
| Amount | $60 | Amount |
| Net Investment Income | 60 | NetInvestmentIncome |
| Adjusted Net Income | 60 | AdjustedNetIncome |
Comments