BOURNS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BOURNS FOUNDATION (EIN 95-6044472)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-02-02
- IRS object ID
- 202640339349100434
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-02T16:24:05-05:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15760 VENTURA BLVD SUITE 1700 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956044472 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOURNS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL FREIBOTT | InCareOfNm |
| Business Name Control | BOUR | BusinessNameControlTxt |
| Phone | 9517815167 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 COLUMBIA AVENUE | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92507 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL FREIBOTT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9517815339 | PhoneNum |
| Signature | 2026-02-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NORMAN J TAMKIN | PreparerPersonNm |
| PTIN | P00230294 | PTIN |
| Phone | 8188493140 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $57,949 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $26 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,463 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,463 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,808 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $84,222 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $82,173 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,331 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $9,628 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,662 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $350 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,170 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,520 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,773 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,773 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $79,293 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,773 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$69,665 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $83,662 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,296 | CashBOYAmt |
| Cash EOY | $44,416 | CashEOYAmt |
| Cash EOYFMV | $44,416 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $31 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $0 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $116,875 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,533 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,533 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $125,202 | TotalAssetsBOYAmt |
| Total Assets EOY | $57,949 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,949 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $125,202 | RetainedEarningBOYAmt |
| Retained Earning EOY | $57,949 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $125,202 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $57,949 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $125,202 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $57,949 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $125,202 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$69,665 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,412 | OtherIncreasesAmt |
| Subtotal | $57,949 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $57,949 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ANALOG DEVICES - 82 SHARES | D | 1996-08-06 | 2025-01-23 | $18,568 | $383 | $18,185 | $18,185 |
| ANALOG DEVICES - 100 SHARES | D | 1996-08-06 | 2025-06-11 | $23,129 | $615 | $22,514 | $22,514 |
| ANALOG DEVICES - 100 SHARES | D | 1996-08-06 | 2025-07-01 | $24,000 | $599 | $23,401 | $23,401 |
| ANALOG DEVICES - 72 SHARES | D | 1996-08-06 | 2025-08-26 | $18,525 | $452 | $18,073 | $18,073 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $82,173 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,163 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,163 | SubtotalAmt |
| Tax Based On Investment Income | $1,163 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $77 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $77 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $1,100 | 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 | false | UnrelatedBusIncmOverLimitInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL FREIBOTT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9517815167 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 COLUMBIA AVE | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92507 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| LINDA BOURNS HILL | ||||||||
| 1200 COLUMBIA AVENUE | RIVERSIDE | CA | 92507 | DIRECTOR | 0.0 | $0 | $0 | $0 |
| COLLEEN D BUTLER | ||||||||
| 1200 COLUMBIA AVENUE | RIVERSIDE | CA | 92507 | DIRECTOR | 0.0 | $0 | $0 | $0 |
| ANITA BOURNS MACBETH | ||||||||
| 1200 COLUMBIA AVENUE | RIVERSIDE | CA | 92507 | DIRECTOR | 0.0 | $0 | $0 | $0 |
| DENISE BOURNS MOYLES | ||||||||
| 1200 COLUMBIA AVENUE | RIVERSIDE | CA | 92507 | DIRECTOR | 0.0 | $0 | $0 | $0 |
| GORDON L BOURNS | ||||||||
| 1200 COLUMBIA AVENUE | RIVERSIDE | CA | 92507 | VICE PRESIDENT | 0.0 | $0 | $0 | $0 |
| GORDON L BOURNS II | ||||||||
| 1200 COLUMBIA AVENUE | RIVERSIDE | CA | 92507 | PRESIDENT | 0.0 | $0 | $0 | $0 |
| MICHAEL E FREIBOTT | ||||||||
| 1200 COLUMBIA AVENUE | RIVERSIDE | CA | 92507 | TREASURER | 0.0 | $0 | $0 | $0 |
| RUSH N HILL III | ||||||||
| 1200 COLUMBIA AVENUE | RIVERSIDE | CA | 92507 | SECRETARY | 0.0 | $0 | $0 | $0 |
| CHARLES MACBETH IV | ||||||||
| 1200 COLUMBIA AVENUE | RIVERSIDE | CA | 92507 | DIRECTOR | 0.0 | $0 | $0 | $0 |
| CAITLIN M CUNNANE | ||||||||
| 1200 COLUMBIA AVENUE | RIVERSIDE | CA | 92507 | DIRECTOR | 0.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $70,497 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,749 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $95,246 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $95,246 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,429 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $93,817 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,691 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,691 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,163 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,163 | TotalTaxAmt |
| Distributable Before Adj | $3,528 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,528 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,528 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,773 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $76,773 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,528 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $217,326 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $213,085 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $204,481 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $294,930 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $414,259 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,344,081 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $76,773 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $3,528 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $73,245 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,417,326 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $217,326 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,200,000 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $213,085 | ExcessFromYear4Amt |
| Excess From Year3 | $204,481 | ExcessFromYear3Amt |
| Excess From Year2 | $294,930 | ExcessFromYear2Amt |
| Excess From Year1 | $414,259 | ExcessFromYear1Amt |
| Excess From Current Year | $73,245 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL FREIBOTT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 COLUMBIA AVE | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9517815167 | RecipientPhoneNum |
| Recipient Email Address | BOURNS.FOUNDATION@BOURNS.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | FUNDING APPLICATION REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES: FEBRUARY 15, MAY 15, SEPTEMBER 1, NOVEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | EMPHASIS ON SCIENCE AND TECHNOLOGY EDUCATION IN CALIFORNIA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LA SIERRA UNIVERSITY | ||||||
| 4500 RIVERWALK PARKWAY | RIVERSIDE | CA | 92505 | PC | PAYMENTS 4 OF 5 FOR STEM SCHOLARSHIP ENDOWMENT CONSISTING OF 21 SHARES OF ANALOG DEVICES STOCK WITH A TAX BASIS OF $49, AND A FAIR MARKET VALUE OF $5,142 DONATED ON 10/26/2025. | $5,142 |
| THE UC RIVERSIDE FOUNDATION | ||||||
| 1136 HINDERAKER HALL | RIVERSIDE | CA | 92506 | PC | Funding for Highlander Invitational, the Inland Empire's premier STEM competition & UCR's official Science Olympiad invitational. The tournament's goal is to drive engagement in STEM education by fostering youth engagement with the sciences. | $2,000 |
| RIVERSIDE COMMUNITY SERVICES FOUNDATION | ||||||
| 6927 MAGNOLIA AVENUE 2/F | RIVERSIDE | CA | 925035983 | PC | GALA SPONSORSHIP FOR THE CITY OF RIVERSIDE PARKS, RECREATION AND COMMUNITY SERVICES DEPARTMENT | $10,000 |
| SCIENCE & TECHNOLOGY EDUCATION PARTNERSHIP | ||||||
| PO Box 21100 | Riverside | CA | 925161100 | PC | Funding for various annual programs including STEPCon Student Conference to inspire students to pursue careers in STEM. | $15,000 |
| CAVALRY CHRISTIAN SCHOOL | ||||||
| 701 Palisades Drive | Pacific Palisades | CA | 90272 | PC | Funding to Re-establish STEM programs for the school after being impacted by the Palisades fires CONSISTING OF 110 SHARES OF ANALOG DEVICES STOCK WITH A TAX BASIS OF $256, AND A FAIR MARKET VALUE OF $25,754 DONATED ON 08/15/2025. | $25,754 |
| RIVERSIDE COMMUNITY COLLEGE DISTRICT FOUNDATION | ||||||
| 3564 RAMONA DRIVE | RIVERSIDE | CA | 925061299 | PC | FUNDING FOR Moreno Valley College School of Public Safety Comfort K9 Program | $5,000 |
| RIVERSIDE STEM ACADEMY FOUNDATION | ||||||
| 4466 MT VERNON AVE | RIVERSIDE | CA | 92507 | PC | Funding for STEM projects/inventions by students | $5,000 |
| OAK VALLEY COLLEGE | ||||||
| 2759 N AYALA DR | RIALTO | CA | 92377 | PC | PAYMENT 1 OUT OF 3 FOR $15,000 SCHOLARSHIP | $5,000 |
| RIVERSIDE COMMUNITY SERVICES FOUNDATION | ||||||
| 6927 MAGNOLIA AVENUE 2/F | RIVERSIDE | CA | 925035983 | PC | FINAL PAYMENT FOR THE NAMING SPONSOR OF THE BOURNS FAMILY YOUTH INNOVATION CENTER | $3,877 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,773 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,463 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,808 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROFIT ON DONATED SHARES | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,331 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,628 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,628 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY: SECURITIES | StockNm |
| EOY Book Value | $13,533 | EOYBookValueAmt |
| EOYFMV | $13,533 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| TAX PREPARATION FEES | $1,840 |
| FORM RRF-1 PAYMENT | $100 |
| WEBSITE EXPENSES | $164 |
| BANK SERVICE FEES | $66 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROFIT ON DONATED SHARES | Desc |
| Revenue And Expenses Per Books | $2,331 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $2,412 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | CategoryTxt |
| Amt | $350 | Amt |