| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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| Calendar year (or fiscal year beginning in) | (a) 2021 | (b) 2022 | (c) 2023 | (d) 2024 | (e) 2025 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
| Calendar year (or fiscal year beginning in) | (a) 2021 | (b) 2022 | (c) 2023 | (d) 2024 | (e) 2025 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
| Calendar year (or fiscal year beginning in) | (a) 2021 | (b) 2022 | (c) 2023 | (d) 2024 | (e) 2025 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") | 56,704 | 88,744 | 107,110 | 105,225 | 101,568 | 459,351 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | 56,704 | 88,744 | 107,110 | 105,225 | 101,568 | 459,351 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | 459,351 | |||||
| Calendar year (or fiscal year beginning in) | (a) 2021 | (b) 2022 | (c) 2023 | (d) 2024 | (e) 2025 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6 | 56,704 | 88,744 | 107,110 | 105,225 | 101,568 | 459,351 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 | ||||||
| c | Add lines 10a and 10b | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 56,704 | 88,744 | 107,110 | 105,225 | 101,568 | 459,351 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6Total annual distributions. Add lines 1 through 5. | 6 | |
|
7
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
7 | |
| 8 Distributable amount for 2025 from Section C, line 6 | 8 | |
| 9 Line 7 amount divided by Line 8 amount | 9 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2025 |
(iii) Distributable Amount for 2025 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2025 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2025 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2025: | ||||
| a From 2020....... | ||||
| b From 2021....... | ||||
| c From 2022....... | ||||
| d From 2023....... | ||||
| e From 2024....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2025 distributable amount | ||||
|
i
Carryover from 2020 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2025 from Section D, line 6: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2025 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2025, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2025. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2026. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2021..... | ||||
| b Excess from 2022..... | ||||
| c Excess from 2023..... | ||||
| d Excess from 2024..... | ||||
| e Excess from 2025..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|
| Software ID: | 25022730 |
| Software Version: | v1.00 |
| Return Reference | Explanation |
|---|---|
| Form 990-EZ, Header, Line A | Form 990-EZ, Part I, Line 10: Organization's primary exempt purpose is to hold wine dinner and wine tasting fundraising events and distribute the funds to local charities. Form 990-EZ, Part III, Lines 28-32: 2025 Grants and similar amounts paid: Childhelp $2,425.00 Childhelp exists to meet the physical, emotional, educational and spiritual needs of abused, neglected and at-risk children. They focus their efforts on advocacy, prevention, treatment and community outreach. Childhelp credits its success to its founders' visionary beliefs, which are at the heart of the organization. Childhelp believes that every child has a unique contribution to make to the world. They do everything within their power to help every child heal and develop self-esteem to reach their God-given potential. They believe unconditional love is the foundation upon which all healing begins. Mended Hearts of the Coachella Valley $3,725.00 The Mended Hearts Mission is to inspire hope and improve the quality of life of heart patients and their families through ongoing peer-to-peer support, education, and advocacy.Mended Hearts of Coachella Valley(R) was formally chartered in 2001 with operations at Eisenhower Medical Center. They are one of many Chapters of The Mended Hearts Inc, the World's largest peer to peer support group for heart patients and families. Initially, they focused only on open heart surgery patients. In 2007, they enriched their program to include all types of heart patients. The Coachella Valley Historical Society, Inc. $4,600.00 (dba The Coachella Valley History Museum) was incorporated on September 3, 1965 by a dedicated group of valley residents who understood the need to preserve our history for generations to come. Since the opening of the museum in 1984 to the present day, the operation of the campus has been run primarily by a dedicated group of volunteers. They welcome all to experience the rich history of the Coachella Valley History Museum by visiting and becoming a member. Jewish Family Service of the Desert $2,150.00 Jewish Family Service of the Desert is a non-sectarian agency founded on the Jewish Principle of Healing the World, wherever in the world you may be. They are passionate about our Coachella Valley! JFS has served the social service needs of the valley for almost 40 years. They now provide over 10,000 face-to-face services a year in mental health, school counseling, emergency assistance, camp scholarships, and special programming for the Jewish community. Children's Discovery Museum of the Desert $2,100.00 For over three decades, The Children's Discovery Museum of the Desert has been a valuable community resource for children and families to experience the joy of learning about themselves and the world around them. The museum inspires personal growth by engaging curiosity and creativity through hands-on explorations of exhibits and programs, as well as encourages family interaction. The Museum welcomes over 85,000 visitors a year and is the only children's museum in the Valley The Pendleton Foundation $2,750.00 The Pendleton Foundation assists Coachella Valley families who are dealing with cancers of all kinds. Their goal is to support families in the decisions regarding treatment through financial assistance in order to ease the financial impact upon their households. Cathedral City Senior Center $2,700.00 It is the mission of the Cathedral City Senior Center to improve the quality of life for seniors 55+ living in Cathedral City and surrounding communities. The purpose of the Center is to assist all seniors, from the active to the home-bound, by providing services that channel energy, relieve suffering and protect health, happiness and well-being. Alzheimer's Coachella Valley $2.825.00 Alzheimer's Coachella Valley provides support and services at low or no cost for Coachella Valley residents living with cognitive impairment, their families and care partners. Ophelia Project $3,000.00 The mission of the Ophelia Project is to empower and encourage teen girls to increase their sense of self-worth and maximize their potential contribution to society. The Project is in its 25th year, having started with 5 girls in 1 school and has grown to serve more than 500 girls who are mentored by women recruited from the local community. Ophelia Project mentors are trained to engage girls within their school environment, build self-esteem and self-awareness. Mentors encourage Ophelia girls to achieve graduation and pursue college and/or career technical school. Ophelia Project instills critical thinking skills needed to Variety Children's Charity of the Desert $1,900.00 Variety Children's Charity of the Desert serves more than 7,000 kids annually in the Greater Coachella Valley area, offering a wide range of support so that these families have access to resources that can help put their children on a path to success so they may experience all the joys that come with being a kid. Variety believes every child deserves that first bike, to feel social inclusion and to be given opportunities which empower them to live life to its fullest potential - regardless of challenges they may face being in an underserved community or living with an illness or physical disability. 2025 Total $28,175.00 Form 990-EZ, Part I, Line 16: Other Expenses: Advertising and Promotions $821, Cost of Events $66,403, Office Expenses $2,562, Merchant Fees $3,511, Filing Fees $65. 2025 Total $73,362. |
| Form 990-EZ, Part I, Line 16 | See Schedule O |
| Software ID: | 25022730 |
| Software Version: | v1.00 |