LOCKE FOUNDATION: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LOCKE FOUNDATION (EIN 20-0364281)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2024-06-11
- IRS object ID
- 202441639349200034
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-11T10:24:38-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200364281 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J & K TAX AND FINANCIAL SERVICES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1740 FRUITRIDGE RD STE 102 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95822 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200364281 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCKE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOCK | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1085 | AddressLine1Txt |
| City | WALNUT GROVE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95690 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EILEEN LEUNG | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5307580567 | PhoneNum |
| Signature | 2024-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JIN | PersonFirstNm |
| Person Last | LI | PersonLastNm |
| 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 | JIN LI | PreparerPersonNm |
| PTIN | P00640770 | PTIN |
| Phone | 9164531888 | PhoneNum |
| Preparation | 2024-06-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $55,200 | GrossReceiptsAmt |
| Contributions Gifts Grants Etc | $20,559 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $1,149 | MembershipDuesAmt |
| Fundraising Gross Income | $23,580 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $11,124 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $12,456 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $9,912 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $4,041 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $5,871 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $40,035 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $3,856 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $8,145 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $2,940 | PrintingPublicationsPostageAmt |
| Total Expenses | $14,941 | TotalExpensesAmt |
| Excess Or Deficit For Year | $25,094 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $91,619 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $116,713 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,378 | BOYAmt |
| EOY | $116,713 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,241 | BOYAmt |
| EOY | $3,565 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,619 | BOYAmt |
| EOY | $120,278 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,619 | BOYAmt |
| EOY | $120,278 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | EDUCATE HISTORIC LEGACY LOCKE | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | MAY FESTIVAL | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $5,785 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,785 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| STUART WALTHALL | ||
| CHAIRPERSON | 20 | $0 |
| CLARENCE CHU | ||
| VICE-CHAIRPERSON | 20 | $0 |
| DOUGLAS HSIA | ||
| SECRETARY | 20 | $0 |
| EILEEN LEUNG | ||
| TREASURER | 20 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EILEEN LEUNG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1085 | AddressLine1Txt |
| City | WALNUT GROVE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95690 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5307580567 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $12,500 | CurrentTaxYearAmt |
| Total | $12,500 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $11,080 | CurrentTaxYearAmt |
| Total | $11,080 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $13,212 | CurrentTaxYearAmt |
| Total | $13,212 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $36,792 | CurrentTaxYearAmt |
| Total | $36,792 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $36,792 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $36,792 | CurrentTaxYearAmt |
| Total | $36,792 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MAY FESTIVAL | Event1Nm |
| Gross Receipts Event1 | $9,900 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $9,900 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $5,785 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $9,900 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $9,900 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,785 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $5,785 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $4,115 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990EZ PART II OTHER ASSET | FormAndLineReferenceDesc |
| Explanation | INVENTORY $4041 AND EQUIPMENT $1200.00 | ExplanationTxt |