THE LEWIS GREENWOOD FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE LEWIS GREENWOOD FOUNDATION (EIN 77-0527064)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-18
- IRS object ID
- 202431709349100603
- Schema version
- 2023v5.1
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-18T07:50:00-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453850376 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAYTON FINANCIAL AND TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 S RAINBOW BLVD STE 213 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770527064 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEWIS GREENWOOD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEWI | BusinessNameControlTxt |
| Phone | 8052775020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 TEARDROP CT | AddressLine1Txt |
| City | NEWBURY PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91320 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE GREENWOOD | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8052775020 | PhoneNum |
| Signature | 2024-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVE | PersonFirstNm |
| Person Last | GREENWOOD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | Russell Fox EA | PreparerPersonNm |
| PTIN | P00371114 | PTIN |
| Phone | 7027501757 | PhoneNum |
| Preparation | 2024-06-18 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,392,347 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $154,342 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $154,342 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $103,668 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $154,342 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $258,010 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $700 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $1,660 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,660 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,660 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $2,530 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,530 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,530 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $143 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $143 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $143 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,033 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,033 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,033 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $280,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $285,033 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,033 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,033 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$130,691 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $252,977 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,229 | CashBOYAmt |
| Cash EOY | $3,015 | CashEOYAmt |
| Cash EOYFMV | $3,015 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $211,884 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $171,336 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $171,336 | USGovtObligationsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $5,412,603 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,035,599 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,217,996 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,629,716 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,209,950 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,392,347 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,629,716 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,209,950 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,629,716 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,209,950 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,629,716 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,209,950 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,629,716 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$130,691 | ExcessRevenueOverExpensesAmt |
| Other Increases | $710,925 | OtherIncreasesAmt |
| Subtotal | $6,209,950 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,209,950 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| Gross Sales Price | $103,668 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $103,668 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $103,668 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $103,668 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,516 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,516 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,516 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,653 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,653 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$4,653 | OriginalReturnOverpaymentAmt |
| Overpayment | $1,137 | OverpaymentAmt |
| Applied To ES Tax | $1,137 | AppliedToESTaxAmt |
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 |
| Individual With Books | Steve Greenwood President | IndividualWithBooksNm |
| Phone | 8052775020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Teardrop Ct | AddressLine1Txt |
| City | Newbury Park | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91320 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Steve Greenwood | ||||||||
| 50 Teardrop Ct | Newbury Park | CA | 91320 | President | 1.00 | $0 | $0 | $0 |
| Mel Aballe | ||||||||
| 690 Fort William Dr | Saint Johns | FL | 32259 | Treasurer | 1.00 | $0 | $0 | $0 |
| Maricris Aballe | ||||||||
| 690 Fort William Dr | Saint Johns | FL | 32259 | Board Member | 1.00 | $0 | $0 | $0 |
| Matthew Wald | ||||||||
| 1767 Euclid Ave 2 | Berkeley | CA | 94709 | Board Member | 1.00 | $0 | $0 | $0 |
| Toby Donner | ||||||||
| 2360 43rd Ave E 208 | Seattle | WA | 98112 | Secretary | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,516 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,516 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $301,035 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $261,500 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $300,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $862,535 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $862,535 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $301,035 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $561,500 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $261,500 | ExcessFromYear4Amt |
| Excess From Year3 | $300,000 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Lewis Greenwood Foundation co S | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Teardrop Ct | AddressLine1Txt |
| City | Newbury Park | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8052775020 | RecipientPhoneNum |
| Form And Info And Materials | In writing with all supporting documentation explaining the charitable reason for the request. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | October 31st. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Requests cannot be for more than $25,000 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 826CHI | ||||||
| 1276 N Milwaukee Ave | Chicago | IL | 60622 | 501(c)(3) | Charitable | $5,000 |
| MINDS MATTER | ||||||
| PO BOX 10248 | CHICAGO | IL | 60610 | 501(c)(3) | Charitable | $5,000 |
| LIGHTHOUSE FOUNDATION | ||||||
| 2335 N ORCHARD ST | CHICAGO | IL | 60614 | 501(c)(3) | Charitable | $5,000 |
| UNIVERSITY OF MICHIGAN PUBLIC SERVICE INTERN PROGRAM | ||||||
| 3003 SOUTH STATE STREET SUITE 8000 | ANN ARBOR | MI | 48109 | 501(c)(3) | Charitable | $5,000 |
| FRIENDS OF UNITED HATZALAH | ||||||
| 442 5TH AVENUE 1866 | NEW YORK | NY | 10018 | 501(c)(3) | Charitable | $10,000 |
| CENTER FOR ENTRICHED LIVING | ||||||
| 280 SAUNDERS RD | RIVERWOODS | IL | 60015 | 501(c)(3) | Charitable | $5,000 |
| THE WHOLE HUMAN PROJECT | ||||||
| 6013 NEWCOMBE ST | ARVADA | CO | 80004 | 501(c)(3) | Charitable | $5,000 |
| WOMEN'S DAYTIME DROP-IN CENTER | ||||||
| 2218 ACTON ST | BERKELEY | CA | 94702 | 501(c)(3) | Charitable | $5,000 |
| MIRACLE FEET | ||||||
| 107 CONNER DR SUITE 230 | CHAPEL HILL | NC | 27514 | 501(c)(3) | Charitable | $5,000 |
| JEWISH FAMILY & COMMUNITY SERVICES | ||||||
| 2151 SALVIO STREET SUITE 350 | CONCORD | CA | 94520 | 501(c)(3) | Charitable | $5,000 |
| OAKLAND ELIZABETH HOUSE | ||||||
| 6423 COLBY ST | OAKLAND | CA | 94618 | 501(c)(3) | Charitable | $5,000 |
| HOMELESS PRENATAL | ||||||
| 2500 18TH ST | SAN FRANCISCO | CA | 94110 | 501(c)(3) | Charitable | $5,000 |
| ALAMEDA COUNTY FOOD BANK | ||||||
| 7900 EDGEWATER DRIVE | OAKLAND | CA | 94621 | 501(c)(3) | Charitable | $5,000 |
| MAMA FOUNDATION FOR THE ARTS | ||||||
| 149 WEST 126TH STREET | NEW YORK | NY | 10027 | 501(c)(3) | Charitable | $7,500 |
| JCYS JEWISH COUNCIL FOR YOUTH SERVICES | ||||||
| 2112 W LAWRENCE AVE STE 219 | CHICAGO | IL | 60625 | 501(c)(3) | Charitable | $5,000 |
| SANTA BARBARA WILDLIFE CARE NETWORK | ||||||
| 1460 N FAIRVIEW AVE | GOLETA | CA | 93117 | 501(c)(3) | Charitable | $5,000 |
| BLIND FITNESS | ||||||
| 5662 CALLE REAL 445 | GOLETA | CA | 93117 | 501(c)(3) | Charitable | $5,000 |
| 911 AT EAST INTERNATIONAL | ||||||
| PO BOX 30363 | SANTA BARBARA | CA | 93130 | 501(c)(3) | Charitable | $5,000 |
| CONGREGATION B'NAI B'RITH | ||||||
| 1000 SAN ANTONIO CREEK ROAD | SANTA BARBARA | CA | 93111 | 501(c)(3) | Charitable | $5,000 |
| STATE STREET BALLET | ||||||
| 2286 LAS POSITAS ROAD | SANTA BARBARA | CA | 93105 | 501(c)(3) | Charitable | $10,000 |
| A-Z COOKING ACADEMY | ||||||
| PO BOX 30912 | SANTA BARBARA | CA | 93130 | 501(c)(3) | Charitable | $10,000 |
| JEWISH NATIONAL FUND | ||||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | 501(c)(3) | Charitable | $5,000 |
| ORGANIC SOUP KITCHEN | ||||||
| 315 MEIGS RD STE A369 | SANTA BARBARA | CA | 93109 | 501(c)(3) | Charitable | $10,000 |
| JLISF | ||||||
| 321 S REXFORD DRIVE | BEVERLY HILLS | CA | 90212 | 501(c)(3) | Charitable | $4,000 |
| COLEL CHABAD | ||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | 501(c)(3) | Charitable | $5,000 |
| WORLD JEWISH CONGRESS | ||||||
| 501 MADISON AVE | NEW YORK | NY | 10022 | 501(c)(3) | Charitable | $5,000 |
| BIG BROTHERS BIG SISTERS OF VENTURA COUNTY | ||||||
| 2435 VENTURA BLVD SUITE A | CAMARILLO | CA | 93010 | 501(c)(3) | Charitable | $25,000 |
| PRAGER UNIVERSITY FOUNDATION | ||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | 501(c)(3) | Charitable | $5,000 |
| GABRIEL'S HOUSE | ||||||
| PO BOX 654 | OXNARD | CA | 93032 | 501(c)(3) | Charitable | $7,000 |
| KINGSMEN SHAKESPEAR COMPANY | ||||||
| 60 WEST OLSEN RD 7800 | THOUSAND OAKS | CA | 91360 | 501(c)(3) | Charitable | $1,500 |
| OPTIMIST YOUTH HOME AND FAMILY SERVICES | ||||||
| 6957 N FIGUEROA STREET | LOS ANGELES | CA | 90042 | 501(c)(3) | Charitable | $3,000 |
| CHABAD OF WESTLAKE | ||||||
| 2524 TOWNSGATE ROAD SUITE H | WESTLAKE VILLAGE | CA | 91361 | 501(c)(3) | Charitable | $5,000 |
| LOS ANGELES JEWISH SYMPHONY | ||||||
| 17455 LA CUESTA LANE | ENCINO | CA | 91316 | 501(c)(3) | Charitable | $1,500 |
| THE HOLLYWOOD SOUND MUSEUM | ||||||
| PO BOX 46486 | LOS ANGELES | CA | 90046 | 501(c)(3) | Charitable | $2,500 |
| JEWISH HOME FOR THE AGING | ||||||
| 7150 TAMPA AVENUE | RESEDA | CA | 91335 | 501(c)(3) | Charitable | $2,000 |
| FOODSHARE | ||||||
| 4156 SOUTHBANK ROAD | OXNARD | CA | 93036 | 501(c)(3) | Charitable | $2,000 |
| LA JEWISH FEDERATION | ||||||
| 6505 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90048 | 501(c)(3) | Charitable | $2,000 |
| MANNA | ||||||
| PO BOX 1114 | THOUSAND OAKS | CA | 91358 | 501(c)(3) | Charitable | $2,000 |
| MUAY THAI FOR WARRIORS | ||||||
| 14255 BECH BLVD | JACKSONVILLE | FL | 32250 | 501(c)(3) | Charitable | $5,000 |
| FEEDING NORTHEAST FLORIDA | ||||||
| 1116 EDGEWOOD AVE N D/E | JACKSONVILLE | FL | 32254 | 501(c)(3) | Charitable | $5,000 |
| PHILIPPINE JESUIT FOUNDATION | ||||||
| PO BOX 312 | NEW YORK | NY | 10028 | 501(c)(3) | Charitable | $10,000 |
| SPECTRUM THRIFT STORE | ||||||
| 616 STATE ROAD 13 | ST JOHNS | FL | 32259 | 501(c)(3) | Charitable | $2,000 |
| VILLAGES OF HOPE | ||||||
| PO BOX 14289 | JACKSONVILLE | FL | 32238 | 501(c)(3) | Charitable | $5,000 |
| EOD WARRIOR FOUNDATION | ||||||
| 716 CRESTVIEW AVE | NICEVILLE | FL | 32578 | 501(c)(3) | Charitable | $2,000 |
| FENIXIA FOUNDATION | ||||||
| 73638 PICASSO DRIVE | PALM DESERT | CA | 92211 | 501(c)(3) | Charitable | $5,000 |
| MAUI UNITED WAY | ||||||
| 95 MAHALANI STREET SUITE 24 | WAILUKU | HI | 96768 | 501(c)(3) | Charitable | $10,000 |
| INVESTING IN KIDS | ||||||
| 40 ORANGE STREET | SAINT AUGUSTINE | FL | 32084 | 501(c)(3) | Charitable | $5,000 |
| PIE IN THE SKY | ||||||
| PO BPX 600887 | ST JOHNS | FL | 32260 | 501(c)(3) | Charitable | $5,000 |
| BARTRAM TRAIL PTO | ||||||
| 7399 LONGLEAF PINE PKWY | ST JOHNS | FL | 32259 | 501(c)(3) | Charitable | $3,000 |
| FOSTER CLOSET | ||||||
| 730 ST JOHNS BLUFF RD NORTH | JACKSONVILLE | FL | 32277 | 501(c)(3) | Charitable | $3,000 |
| UNITED CAJUN NAVY | ||||||
| 2053 WEST MAGNA CARTA PLACE | BATON ROUGE | LA | 70815 | 501(c)(3) | Charitable | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $280,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $154,342 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $154,342 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $154,342 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Clayton Financial and Tax LLC Tax Preparation | CategoryTxt |
| Amt | $700 | Amt |
| Net Investment Income | $700 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $700 | AdjustedNetIncomeAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $171,336 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $171,336 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Mutual Funds | CategoryOrItemTxt |
| Book Value | $6,035,599 | BookValueAmt |
| EOYFMV | $6,217,996 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Postage | Desc |
| Revenue And Expenses Per Books | $143 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $143 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $143 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain in Investments | Desc |
| Amt | $710,925 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Travelers Insurance Insurance | CategoryTxt |
| Amt | $1,660 | Amt |
| Net Investment Income | $1,660 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,660 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CA Attorney General Fee | $75 | $75 | $75 |
| Foreign Taxes | $2,455 | $2,455 | $2,455 |