JACQUES M LITTLEFIELD FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: JACQUES M LITTLEFIELD FOUNDATION (EIN 46-4198085)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-08-16
IRS object ID: 202232289349100413
Schema version: 2021v4.2
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
Accounting Fees Schedule
All Oth Prog Rltd Investments Sch
Expenditure Responsibility Stmt
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-08-16T11:47:27-05:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	331197384	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ANDERSEN TAX LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	333 BUSH STREET SUITE 1700	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94104	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	464198085	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JACQUES M LITTLEFIELD FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JACQ	BusinessNameControlTxt
Phone	6507430288	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 7430	AddressLine1Txt
City	MENLO PARK	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94026	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAVID LITTLEFIELD	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	6507430288	PhoneNum
Signature	2022-08-16	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	DAVID	PersonFirstNm
Person Last	LITTLEFIELD	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SABRINA A CHIN	PreparerPersonNm
PTIN	P00734293	PTIN
Phone	4157642700	PhoneNum

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

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$46,018,460	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
Interest On Sav Rev And Expnss	$304,734	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$304,734	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$616,393	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$616,393	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,134,402	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$9,636,334	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,134,402	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$155,641	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$155,641	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$2,211,170	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,211,170	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$398	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$398	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$16,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$8,000	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$8,000	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$272,495	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$164,836	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$107,659	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$30,160	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$10	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$150	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$18,983	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$7,981	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$11,002	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$338,036	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$180,827	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$127,209	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,514,219	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,007,765	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,852,255	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$180,827	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$2,134,974	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$358,915	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,030,343	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$4,794,463	CashBOYAmt
Cash EOY	$4,543,511	CashEOYAmt
Cash EOYFMV	$4,543,511	CashEOYFMVAmt
Acct Rcvbl	$2,741	AcctRcvblAmt
Acct Rcvbl BOY	$2,716	AcctRcvblBOYAmt
Acct Rcvbl EOY	$2,741	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$2,741	AcctRcvblEOYFMVAmt
Corporate Stock BOY	$16,696,456	CorporateStockBOYAmt
Corporate Stock EOY	$17,630,767	CorporateStockEOYAmt
Corporate Stock EOYFMV	$30,608,109	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$7,869,538	CorporateBondsBOYAmt
Corporate Bonds EOY	$7,057,385	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$7,351,750	CorporateBondsEOYFMVAmt
Other Investments BOY	$1,948,606	OtherInvestmentsBOYAmt
Other Investments EOY	$2,436,290	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$3,512,349	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$31,311,779	TotalAssetsBOYAmt
Total Assets EOY	$31,670,694	TotalAssetsEOYAmt
Total Assets EOYFMV	$46,018,460	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$31,311,779	RetainedEarningBOYAmt
Retained Earning EOY	$31,670,694	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$31,311,779	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$31,670,694	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$31,311,779	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$31,670,694	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$31,311,779	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$358,915	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$31,670,694	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$31,670,694	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES	P	2021-01-01	2021-12-31	$9,636,243	$8,501,932	$1,134,311	$1,134,311
CAPITAL GAIN DISTRIBUTION	P	2021-01-01	2021-12-31	$91		$91	$91

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,134,402	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$28,222	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$28,222	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$28,222	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$34,181	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$34,181	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$5,959	OverpaymentAmt
Applied To ES Tax	$5,959	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	ANDERSEN TAX LLC	IndividualWithBooksNm
Phone	4157642718	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	333 BUSH STREET SUITE 1700	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94104	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	0	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	Yes (1)	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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
DAVID LITTLEFIELD
PO BOX 7430	MENLO PARK	CA	94026	PRESIDENT & DIRECTOR	1.00	$0	$0	$0
SCOTT LITTLEFIELD
PO BOX 7430	MENLO PARK	CA	94026	CFO & DIRECTOR	1.00	$0	$0	$0
GEORGE VERA
PO BOX 7430	MENLO PARK	CA	94026	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

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
BNY MELLON
3000 SAND HILL ROAD	MENLO PARK	CA	94025	INVESTMENT MANAGEMENT FEES	$164,836
BERGERON ADVISORS
1377 EATON AVENUE	SAN CARLOS	CA	94070	PHILANTHROPIC CONSULTING	$107,659

Field	Value	IRS element (for citing)
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)
All Other Program Rltd Invst Tot	$0	AllOtherProgramRltdInvstTotAmt
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$39,672,510	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,016,023	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$3,647,787	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$44,336,320	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$44,336,320	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$665,045	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$43,671,275	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,183,564	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,183,564	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$28,222	TaxBasedOnInvestmentIncomeAmt
Total Tax	$28,222	TotalTaxAmt
Distributable Before Adj	$2,155,342	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$2,155,342	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$2,155,342	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,134,974	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$2,134,974	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,155,342	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$364,747	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$236,729	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$365,803	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$43,944	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$457,261	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,468,484	TotalExcessDistributionCyovAmt
Qualifying Distributions	$2,134,974	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$2,134,974	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$20,368	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$20,368	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,448,116	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$344,379	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,103,737	ExcessDistriCyovToNextYrAmt
Excess From Year4	$236,729	ExcessFromYear4Amt
Excess From Year3	$365,803	ExcessFromYear3Amt
Excess From Year2	$43,944	ExcessFromYear2Amt
Excess From Year1	$457,261	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ASIAN AMERICANS ADVANCING JUSTICE-ATLANTA
5680 OAKBROOK PARKWAY 148	NORCROSS	GA	30093	N/A	PC	VOTER SUPPRESSION	$50,000
BRENNAN CENTER FOR JUSTICE
120 BROADWAY 1750	NEW YORK	NY	10271	N/A	PC	VOTER SUPPRESSION	$75,657
CHILDREN'S HEALTH COUNCIL
650 CLARK WAY	PALO ALTO	CA	94304	N/A	PC	TAX SHIFTING PILOT IN RISE IOP	$50,327
CLIMATE DEFENSE PROJECT
2648 S FITCH MOUNTAIN ROAD	HEALDSBURG	CA	95448	N/A	PC	OPERATING SUPPORT	$25,000
COLORADO ALLIANCE FOR ENVIRONMENTAL EDUCATION
1536 WYNKOOP ST 314	DENVER	CO	80203	N/A	PC	PROFESSIONAL DEVELOPMENT	$50,000
COLORADO PUBLIC RADIO
7409 SOUTH ALTON CT	CENTENNIAL	CO	80112	N/A	PC	CLIMATE SOLUTIONS	$260,000
EARTH FORCE
PO BOX 1228	DENVER	CO	80201	N/A	PC	OPERATING SUPPORT	$50,000
EASTSIDE COLLEGE PREPARATORY SCHOOL
1041 MYRTLE STREET E	PALO ALTO	CA	94303	N/A	PC	OPERATING SUPPORT	$430,923
ECHOING GREEN
462 SEVENTH AVENUE THIRTEENTH FLOOR	NEW YORK	NY	10018	N/A	PC	OPERATING SUPPORT	$100,000
EMPOWER COMMUNITY HIGH SCHOOL
450 S CHAMBERS ROAD	AURORA	CO	80017	N/A	PC	OPERATING SUPPORT	$75,000
FLAME LILY MONTESSORI
6300 E HAMPDEN AVE 3414	DENVER	CO	80222	N/A	PC	OPERATING SUPPORT	$50,000
GLOBAL GREENGRANTS FUND
2840 WILDERNESS PL SUITE A	BOULDER	CO	80301	N/A	PC	OPERATING SUPPORT	$50,000
MOONSHOT EDVENTURES
3840 N YORK STREET 145	DENVER	CO	80205	N/A	PC	OPERATING SUPPORT	$50,000
NEW GEORGIA PROJECT
830 GLENWOOD AVE SE 510-221	ATALNTA	GA	30316	N/A	PC	OPERATING SUPPORT	$75,657
RISE COLORADO
1595 ELMIRA ST	AURORA	CO	80010	N/A	PC	FOOD BOXES	$30,000
RISING SUN
1116 36TH STREET	OAKLAND	CA	94608	N/A	PC	CURRICULUM DEVELOPMENT	$50,000
SECOND HARVEST FOOD BANK
750 CURTNER AVENUE	SAN JOSE	CA	95125	N/A	PC	REMOTE STUDENT LEARNING	$51,985
SOJOURNERS
408 C ST NE	WASHINGTON	DC	20002	N/A	PC	FAITHS UNITED TO SAVAE DEMOCRACY	$125,755
SPREAD THE VOTE
8601 LINCOLN BLVD 180/569	LOS ANGELES	CA	90045	N/A	PC	OPERATING SUPPORT	$100,032
STRATEGIC ENERGY INNOVATIONS
100 SMITH RANCH ROAD 124	SAN RAFAEL	CA	94903	N/A	PC	CUST. REL. MANAGEMENT	$35,000
TEN STRANDS
PO BOX 150869	SAN RAFAEL	CA	94915	N/A	PC	OPERATING SUPPORT	$50,000
THORNE NATURE EXPERIENCE
1466 63RD STREET	BOULDER	CO	80303	N/A	PC	OPERATING SUPPORT	$57,430
UC SANTA CRUZ FOUNDATION
1156 HIGH STREET	SANTA CRUZ	CA	95064	N/A	PC	FIRST GENERATION INITIATIVE	$65,000
UPTOGETHER
663 13TH ST 200	OAKLAND	CA	94612	N/A	PC	RISE COLORADO	$50,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,007,766	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CHILDREN'S HEALTH COUNCIL
650 CLARK WAY	PALO ALTO	CA	94304	N/A	PC	TAX SHIFTING PILOT IN RISE IOP	$100,000
COLORADO PUBLIC RADIO
7409 SOUTH ALTON CT	CENTENNIAL	CO	80112	N/A	PC	CLIMATE SOLUTIONS	$255,000
EASTSIDE COLLEGE PREPARATORY SCHOOL
1041 MYRTLE STREET E	PALO ALTO	CA	94303	N/A	PC	OPERATING SUPPORT	$681,417
THE COMMUNITY FOUNDATION BOULDER COUNTY
1123 SPRUCE STREET	BOULDER	CO	80302	N/A	PC	MATCHING GRANT (2019)	$25,000
THORNE NATURE EXPERIENCE
1466 63RD STREET	BOULDER	CO	80303	N/A	PC	OPERATING SUPPORT	$114,570

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$1,175,987	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$304,734	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$616,393	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$155,641	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,134,402	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$2,211,170	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,211,170	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARATION FEES	CategoryTxt
Amt	$16,000	Amt
Net Investment Income	$8,000	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$8,000	DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Desc	NONE	Desc
Amt	$0	Amt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ALCIBIE ALLIANCE INCORPORATED	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2120 AVY AVENUE SUITE 7508	AddressLine1Txt
City	MENLO PARK	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94026	ZIPCd

Field	Value	IRS element (for citing)
Grant	2015-01-30	GrantDt
Grant	$13,724,287	GrantAmt
Purpose Of Grant	THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE JACQUES M. LITTLEFIELD FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE ALCIBIE ALLIANCE INCORPORATED ("CORPORATION"), A PRIVATE FOUNDATION.THE FUNDS TRANSFERRED TO THE CORPORATION WERE USED EXCLUSIVELY FOR THE CORPORATION'S OPERATING SUPPORT AND CHARITABLE GRANTS. IN ADDITION, 40% OF THE FUNDS WERE SET ASIDE IN RESERVE FOR A POSSIBLE DISTRIBUTION BACK TO THE JACQUES M. LITTLEFIELD FOUNDATION TO ALLOW FOR JOINT GRANT MAKING BETWEEN THE CORPORATION AND JACQUES M. LITTLEFIELD FOUNDATION (TERMINATION OF RESTRICTION: DECEMBER 31, 2035).A COPY OF THE EXPENDITURE RESPONSIBILITY ENDOWMENT GRANT AGREEMENT IS AVAILABLE UPON REQUEST.	PurposeOfGrantTxt
Expended By Grantee	$1,302,834	ExpendedByGranteeAmt
Any Diversion By Grantee	NO	AnyDiversionByGranteeTxt
Dates Of Reports By Grantee	5/18/22	DatesOfReportsByGranteeTxt
Verification	2022-04-18	VerificationDt
Results Of Verification	ALCIBIE ALLIANCE INCORPORATED, A PRIVATE FOUNDATION, HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2021.ALCIBIE ALLIANCE INCORPORATED ALSO CONFIRMED THAT 40% OF THE FUNDS HAVE BEEN SET ASIDE IN RESERVE FOR A POSSIBLE DISTRIBUTION BACK TO THE JACQUES M. LITTLEFIELD FOUNDATION TO ALLOW FOR JOINT GRANT MAKING BETWEEN THE CORPORATION AND THE JACQUES M. LITTLEFIELD FOUNDATION (TERMINATION OF RESTRICTION: DECEMBER 31, 2035).	ResultsOfVerificationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	FIXED INCOME	BondNm
EOY Book Value	$7,057,385	EOYBookValueAmt
EOYFMV	$7,351,750	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	EQUITIES	StockNm
EOY Book Value	$17,630,767	EOYBookValueAmt
EOYFMV	$30,608,109	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
ALTERNATIVE INVESTMENTS	AT COST	$2,270,000	$2,764,911
HCP PE FUND III (CAYMAN)	AT COST	$42,640	$360,275
HCP PE FUND IV (CAYMAN)	AT COST	$12,837	$137,385
HCP PE FUND VI (CAYMAN)	AT COST	$110,813	$249,778

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$398	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$398	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADR FEES	$2	$2	$0
EXPENSES - MY EFFICIENT SOLUTION	$213	$0	$213
INSURANCE	$1,250	$0	$1,250
EXPONENT PHILANTHROPY	$1,560	$0	$1,560
MY EFFICIENT SOLUTION	$15,958	$7,979	$7,979

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
HCP PE FUND III (CAYMAN)	$27,925	$27,925	$27,925
HCP PE FUND IV (CAYMAN)	$99,567	$99,567	$99,567
HCP PE FUND VI (CAYMAN)	$21,025	$21,025	$21,025
BNY MELLON - OTHER INCOME	$1,051	$1,051	$1,051
BNY MELLON - ACCRETED MARKET DISCOUNT	$6,073	$6,073	$6,073

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES	$164,836	$164,836	$0
CONSULTING FEES	$107,659	$0	$107,659

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
UNITED STATES TREASURY	$30,000	$0	$0
FRANCHISE TAX BOARD	$150	$0	$150
FOREIGN TAXES	$10	$10	$0