THE LEWIS GREENWOOD FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE LEWIS GREENWOOD FOUNDATION (EIN 77-0527064)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-22
- IRS object ID
- 202332349349100818
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-22T15:55:49-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-08-14 | SignatureDt |
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 | 2023-08-22 | 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 | 2022 | 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 | $5,629,716 | 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 | $132,203 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $132,203 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $93,767 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $132,203 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $225,970 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $500 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,266 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,266 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,266 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $19 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $19 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $19 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,660 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,660 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,660 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,445 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,445 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,445 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $360,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $364,445 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,445 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,445 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$232,242 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $221,525 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,749 | CashBOYAmt |
| Cash EOY | $5,229 | CashEOYAmt |
| Cash EOYFMV | $5,229 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $345,071 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $211,884 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $211,884 | USGovtObligationsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $6,664,723 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,412,603 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,412,603 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,013,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,629,716 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,629,716 | 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 | $7,013,543 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,629,716 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,013,543 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,629,716 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,013,543 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,629,716 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,013,543 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$232,242 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,781,301 | SubtotalAmt |
| Other Decreases | $1,151,585 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,629,716 | 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 | $93,767 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $93,767 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $93,767 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $93,767 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,079 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,079 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,079 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,520 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,520 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$5,520 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $2,439 | OverpaymentAmt |
| Applied To ES Tax | $2,439 | 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 |
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 | $3,079 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,079 | 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 | $2,819 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $301,035 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $261,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $300,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $865,354 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $865,354 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,819 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $862,535 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $301,035 | ExcessFromYear4Amt |
| Excess From Year3 | $261,500 | ExcessFromYear3Amt |
| Excess From Year2 | $300,000 | 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 (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| K9S FOR WARRIORS | ||||||
| 114 CAMP K9 RD | PONTE VEDRA | FL | 32081 | 501(c)(3) | Charitable | $5,000 |
| ST JOHNS MIDDLE SCHOOL ATHELTIC ASSOC | ||||||
| 163 HAMPTON PT DR | ST AUGUSTINE | FL | 32092 | 501(c)(3) | Charitable | $5,000 |
| HOPE AT HAND INC | ||||||
| 3886 ATLANTIC BLVD | JACKSONVILLE | FL | 32207 | 501(c)(3) | Charitable | $3,000 |
| FIVE STAR VETERANS CENTER | ||||||
| 40 ACME ST | JACKSONVILLE | FL | 32211 | 501(c)(3) | Charitable | $5,000 |
| MUAY THAI FOR WARRIORS | ||||||
| 14255 BEACH BLVD | JACKSONVILLE | FL | 32250 | 501(c)(3) | Charitable | $5,000 |
| THE VILLAGES OF HOPE INC | ||||||
| PO BOX 14289 | JACKSONVILLE | FL | 32238 | 501(c)(3) | Charitable | $5,000 |
| FEEDING NORTHEAST FLORIDA | ||||||
| 1116 EDGEWOOD AVE N D/E | JACKSONVILLE | FL | 32254 | 501(c)(3) | Charitable | $5,000 |
| ANA'S ANGELS INC | ||||||
| 4525 HOOD RD | Jacksonville | FL | 32254 | 501(c)(3) | Charitable | $2,000 |
| Creeks Football League | ||||||
| PO Box 600951 | St Johns | FL | 32260 | 501(c)(3) | Charitable | $3,000 |
| WOUNDED WARRIOR PROJECT | ||||||
| 4899 BELFORT RD | JACKSONVILLE | FL | 32256 | 501(c)(3) | Charitable | $5,000 |
| WELL IN THE DESERT | ||||||
| PO BO 5312 | PALM SPRINGS | CA | 92263 | 501(c)(3) | Charitable | $5,000 |
| EPIC OUTREACH | ||||||
| PO BOX 77479 | JACKSONVILLE | FL | 32226 | 501(c)(3) | Charitable | $2,000 |
| PHILIPPINE JESUIT FOUNDATION | ||||||
| PO BOX 312 | NEW YORK | NY | 10028 | 501(c)(3) | Charitable | $10,000 |
| AWAKENINGS HOUSE INC | ||||||
| PO BOX 14289 | JACKSONVILLE | FL | 32238 | 501(c)(3) | Charitable | $3,000 |
| FOSTER CLOSET | ||||||
| 730 ST JOHNS BLUFF RD N | JACKSONVILLE | FL | 32277 | 501(c)(3) | Charitable | $2,000 |
| WOMEN'S CARE CENTER | ||||||
| 103 N UNIVERSITY DR | FARGO | ND | 58102 | 501(c)(3) | Charitable | $5,000 |
| ST JOHNS COUNTY EDUCATION FOUNDATION | ||||||
| 40 ORANGE ST | ST AUGUSTINE | FL | 32084 | 501(c)(3) | Charitable | $5,000 |
| FENIXIA FOUNDATION | ||||||
| 73638 PICASSO DR | PALM DESERT | CA | 92211 | 501(c)(3) | Charitable | $5,000 |
| CAJUN NAVY GROUND FORCE | ||||||
| 4400-A AMBASSADOR CAFFERY PKWY 342 | LAFAYETTE | LA | 70508 | 501(c)(3) | Charitable | $5,000 |
| OPERATION BBQ RELIEF | ||||||
| 22720 JOE HOLT PKWY | PECULIAR | MO | 64078 | 501(c)(3) | Charitable | $5,000 |
| AMERICAN JEWISH JOINT DISRIBUTION COMMITTEE | ||||||
| 220 E 42ND ST STE 400 | NEW YORK | NY | 10017 | 501(c)(3) | Charitable | $5,000 |
| MIRACLEFEET | ||||||
| 107 CONNER DR STE 230 | CHAPEL HILL | NC | 27514 | 501(c)(3) | Charitable | $5,000 |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | ||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | 501(c)(3) | Charitable | $5,000 |
| LAVAMAE | ||||||
| 1701 MONARCH ST STE 200 | ALAMEDA | CA | 94501 | 501(c)(3) | Charitable | $3,000 |
| SOGOREA TE' LAND TRUST | ||||||
| 2501 HARRISON ST | OAKLAND | CA | 94612 | 501(c)(3) | Charitable | $3,000 |
| MOSAID PROJECT | ||||||
| 478 SANTA CLARA AVE STE 200 | OAKLAND | CA | 94610 | 501(c)(3) | Charitable | $4,000 |
| WOMEN'S DAYTIME DROP-IN CENTER | ||||||
| PO BOX 11612 | BERKELEY | CA | 94712 | 501(c)(3) | Charitable | $5,000 |
| OAKLAND ELIZABETH HOUSE | ||||||
| 6423 COLBY ST | OAKLAND | CA | 94618 | 501(c)(3) | Charitable | $5,000 |
| THE EAST OAKLAND COLLECTIVE | ||||||
| PO BOX 5382 | OAKLAND | CA | 94605 | 501(c)(3) | Charitable | $5,000 |
| ABORTION CARE NETWORK | ||||||
| 1300 I ST NW STE 400E | WASHINGTON | DC | 20005 | 501(c)(3) | Charitable | $5,000 |
| LEAGUE OF CHICAGO THEATRES | ||||||
| 17 N WABASH STE 520 | Chicago | IL | 60612 | 501(c)(3) | Charitable | $5,000 |
| MIDWEST ACCESS COALITION | ||||||
| PO BOX 408363 | Chicago | IL | 60640 | 501(c)(3) | Charitable | $5,000 |
| TPAN | ||||||
| 5537 N BROADWAY | Chicago | IL | 60640 | 501(c)(3) | Charitable | $5,000 |
| SHARE YOUR SOLES | ||||||
| 11201 S COTTAGE GROVE AVE | Chicago | IL | 60628 | 501(c)(3) | Charitable | $5,000 |
| PAWS CHICAGO | ||||||
| 1997 N CLYBOURN AVE | Chicago | IL | 60614 | 501(c)(3) | Charitable | $5,000 |
| LYRIC OPERA OF CHICAGO | ||||||
| 20 N WACKER DR | Chicago | IL | 60606 | 501(c)(3) | Charitable | $5,000 |
| ELEVATED ACCESS | ||||||
| PO BOX 6806 | CHAMPAIGN | IL | 61826 | 501(c)(3) | Charitable | $5,000 |
| CENTER ON HALSTED | ||||||
| 3656 N HALSTED ST | CHICAGO | IL | 60613 | 501(c)(3) | Charitable | $5,000 |
| THE ANTI-CRUELTY SOCIETY | ||||||
| 157 W GRAND AVE | CHICAGO | IL | 60654 | 501(c)(3) | Charitable | $5,000 |
| Praeger University Foundation | ||||||
| 15021 Ventura Blvd 552 | Sherman Oaks | CA | 91403 | 501(c)(3) | Charitable | $5,000 |
| The Los Angeles Jewish Home | ||||||
| 7150 Tampa Ave | Reseda | CA | 91335 | 501(c)(3) | Charitable | $5,000 |
| Big Brothers Big Sisters of Ventura County | ||||||
| 555 Airport Way Ste D | Camarillo | CA | 93010 | 501(c)(3) | Charitable | $25,000 |
| Turning Point USA | ||||||
| 4940 E Beverly Rd | Phoenix | AZ | 85044 | 501(c)(3) | Charitable | $5,000 |
| Gabriel's House | ||||||
| 4599 Worrall Way | Jacksonville | FL | 32224 | 501(c)(3) | Charitable | $5,000 |
| Chabad of Westlake Village | ||||||
| 2524 Townsgate Rd H | Westlake Village | CA | 91361 | 501(c)(3) | Charitable | $5,000 |
| The Jewish Federation of Greater Los Angeles | ||||||
| 6505 Wilshire Blvd | Los Angeles | CA | 90048 | 501(c)(3) | Charitable | $5,000 |
| Kingsmen Shakespeare Company | ||||||
| 60 W Olsen Rd 7800 | Thousand Oaks | CA | 91360 | 501(c)(3) | Charitable | $2,500 |
| The Trevor Project | ||||||
| PO Box 69232 | West Hollywood | CA | 90069 | 501(c)(3) | Charitable | $2,500 |
| MPTF | ||||||
| 23388 Mulholland Dr | Woodland Hills | CA | 91364 | 501(c)(3) | Charitable | $3,000 |
| The Food Share or Ventura County | ||||||
| 4156 Southbank Rd | Oxnard | CA | 93036 | 501(c)(3) | Charitable | $5,000 |
| MANNA | ||||||
| PO Box 1114 | Thousand Oaks | CA | 91358 | 501(c)(3) | Charitable | $5,000 |
| 4 Kids 2 Kids | ||||||
| PO Box 296 | Oak View | CA | 93022 | 501(c)(3) | Charitable | $5,000 |
| Hospice of the Conejo | ||||||
| 80 E Hillcrest Dr Ste 204 | Thousand Oaks | CA | 91360 | 501(c)(3) | Charitable | $5,000 |
| Valor Healing Farms | ||||||
| PO Box 1054 | Ojai | CA | 93024 | 501(c)(3) | Charitable | $2,000 |
| Rescue Mission Alliance | ||||||
| 234 E 6th St | Oxnard | CA | 93030 | 501(c)(3) | Charitable | $5,000 |
| Temple De Hirsch Sinai | ||||||
| 1511 E Pike St | Seattle | WA | 98122 | 501(c)(3) | Charitable | $5,000 |
| Providence Englewood Charter School | ||||||
| 6515 S Ashland Ave | Chicago | IL | 60636 | 501(c)(3) | Charitable | $5,000 |
| Givat Haviva Educational Foundation | ||||||
| 500 7th Ave 8th Flr | New York | NY | 10018 | 501(c)(3) | Charitable | $5,000 |
| State Street Ballet | ||||||
| 2285 Las Positas Rd | Santa Barbara | CA | 93105 | 501(c)(3) | Charitable | $5,000 |
| United Way of Santa Barbara County | ||||||
| 320 E Gutierrez St | Santa Barbara | CA | 93101 | 501(c)(3) | Charitable | $5,000 |
| Showers of Blessing Santa Barbara | ||||||
| PO Box 1135 | Goleta | CA | 93117 | 501(c)(3) | Charitable | $5,000 |
| Congregation B'nai B'rith | ||||||
| 1000 San Antonio Creek Rd | Santa Barbara | CA | 93111 | 501(c)(3) | Charitable | $5,000 |
| Team Read | ||||||
| PO Box 94042 | Seattle | WA | 98124 | 501(c)(3) | Charitable | $5,000 |
| Denise Louie Education Center | ||||||
| 5333 15th Ave S Ste 1K | Seattle | WA | 98108 | 501(c)(3) | Charitable | $5,000 |
| Jewish National Fund | ||||||
| 42 E 69th St | New York | NY | 10021 | 501(c)(3) | Charitable | $5,000 |
| JCFS Chicago | ||||||
| 3145 W Pratt Blvd | Chicago | IL | 60645 | 501(c)(3) | Charitable | $5,000 |
| Uniting Voices Chicago | ||||||
| 78 E Washington St 5th Flr | Chicago | IL | 60602 | 501(c)(3) | Chartiable | $5,000 |
| Young Women Empowered | ||||||
| 5623 Rainier Ave S | Seattle | WA | 98118 | 501(c)(3) | Charitable | $5,000 |
| Hebrew Union College-Jewish Institute of Religion | ||||||
| 3077 University Ave | Los Angeles | CA | 90007 | 501(c)(3) | Charitable | $10,000 |
| Philanos | ||||||
| 12120 State Line Rd 233 | Leawood | KS | 66209 | 501(c)(3) | Charitable | $5,000 |
| Holocaust Center for Humanity | ||||||
| 2045 Second Ave | Seattle | WA | 98121 | 501(c)(3) | Charitable | $5,000 |
| JLISF | ||||||
| 736 N Alta Vista Blvd | Los Angeles | CA | 90046 | 501(c)(3) | Charitable | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $360,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132,203 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $132,203 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132,203 | 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 | $500 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $500 | AdjustedNetIncomeAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $211,884 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $211,884 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Mutual Funds | CategoryOrItemTxt |
| Book Value | $5,412,603 | BookValueAmt |
| EOYFMV | $5,412,603 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Loss in Investments | Desc |
| Amt | $1,151,585 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Insurance | Desc |
| Revenue And Expenses Per Books | $1,660 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,660 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,660 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CA Attorney General Fee | $100 | $100 | $100 |
| Foreign Taxes | $2,166 | $2,166 | $2,166 |
| CA State Filing Fee | |||
| Federal Taxes |