THE LEWIS GREENWOOD FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE LEWIS GREENWOOD FOUNDATION (EIN 77-0527064)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-29
- IRS object ID
- 202132729349101218
- Schema version
- 2020v4.1
- 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 Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-29T14:10:23-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 205 | 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 | 2020-01-01 | 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 | 2021-05-01 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Russell Fox EA | PreparerPersonNm |
| PTIN | P00371114 | PTIN |
| Phone | 7027501757 | PhoneNum |
| Preparation | 2021-09-29 | 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 | 2020 | 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 | $6,310,014 | 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 | $150,698 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150,698 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $150,698 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $150,698 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $150,698 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $150,698 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $475 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $10 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $10 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $5,448 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,448 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $5,448 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,225 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,225 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,158 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,158 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $7,158 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $307,158 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,158 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $7,158 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $300,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$156,460 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $143,540 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $143,540 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,383 | CashBOYAmt |
| Cash EOY | $5,200 | CashEOYAmt |
| Cash EOYFMV | $5,200 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $629,368 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $262,588 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $262,588 | USGovtObligationsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $5,276,140 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,042,226 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,042,226 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,912,891 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,310,014 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,310,014 | 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 | $5,912,891 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,310,014 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,912,891 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,310,014 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,912,891 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,310,014 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,912,891 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$156,460 | ExcessRevenueOverExpensesAmt |
| Other Increases | $553,583 | OtherIncreasesAmt |
| Subtotal | $6,310,014 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,310,014 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,995 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,995 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,995 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,544 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,544 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$2,544 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $545 | OverpaymentAmt |
| Applied To ES Tax | $545 | 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 | $1,995 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,995 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $300,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $300,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $300,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $287,732 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $271,024 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,819 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $301,035 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $261,500 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,124,110 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $300,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $300,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,424,110 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $287,732 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,136,378 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $271,024 | ExcessFromYear4Amt |
| Excess From Year3 | $2,819 | ExcessFromYear3Amt |
| Excess From Year2 | $301,035 | ExcessFromYear2Amt |
| Excess From Year1 | $261,500 | ExcessFromYear1Amt |
| Excess From Current Year | $300,000 | 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 (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| San Francisco AIDS Foundation | ||||||
| 1035 Market St Ste 400 | San Francisco | CA | 94103 | 501(c)(3) | Charitable | $2,500 |
| Alameda Point Collaborative | ||||||
| 677 W Ranger Ave | Alameda | CA | 94501 | 501(c)(3) | Charitable | $5,000 |
| Oakland Public Education Fund | ||||||
| PO Box 71005 | Oakland | CA | 94612 | 501(c)(3) | Charitable | $5,000 |
| Northwest Harvest | ||||||
| PO Box 12272 | Seattle | WA | 98102 | 501(c)(3) | Charitable | $5,000 |
| Alameda County Community Food Bank | ||||||
| PO Box 2599 | Oakland | CA | 94614 | 501(c)(3) | Charitable | $5,000 |
| Advancement Project | ||||||
| 1220 L St NW Ste 850 | Washington | DC | 20005 | 501(c)(3) | Charitable | $2,500 |
| Boys & Girls Club of San Francisco | ||||||
| 380 Fulton St | San Francisco | CA | 94102 | 501(c)(3) | Charitable | $2,500 |
| The Legal Rights Center | ||||||
| 1611 Park Ave S | Minneapolis | MN | 55404 | 501(c)(3) | Charitable | $2,500 |
| Tides Center | ||||||
| 1012 Torney Ave | San Francisco | CA | 94129 | 501(c)(3) | Charitable | $2,500 |
| Northwest Community Bail Fund | ||||||
| 2311 N 45th St 303 | Seattle | WA | 98103 | 501(c)(3) | Charitable | $2,500 |
| Berkeley Free Clinic | ||||||
| 22339 Durant Ave | Berkeley | CA | 94704 | 501(c)(3) | Charitable | $2,500 |
| The East Oakland Collective | ||||||
| PO Box 5382 | Oakland | CA | 94605 | 501(c)(3) | Charitable | $2,000 |
| Alameda County Community Food Bank | ||||||
| 7900 Edgewater Dr | Oakland | CA | 94621 | 501(c)(3) | Charitable | $3,000 |
| MiracleFeet | ||||||
| 107 Conner Dr Ste 230 | Chapel Hill | NC | 27514 | 501(c)(3) | Charitable | $3,000 |
| Homeless Prenatal Program | ||||||
| 2500 18th St | San Francisco | CA | 94110 | 501(c)(3) | Charitable | $3,000 |
| Help a Mother Out | ||||||
| 101 Broadway Ste 250 | Oakland | CA | 94607 | 501(c)(3) | Charitable | $2,000 |
| KIND | ||||||
| 1201 L St NW Flr 2 | Washington | DC | 20005 | 501(c)(3) | Charitable | $5,000 |
| Dancin Power | ||||||
| PO Box 11454 | Oakland | CA | 94611 | 501(c)(3) | Charitable | $2,000 |
| LavaMaex | ||||||
| 1701 Monarch St Ste 200 | Alameda | CA | 94501 | 501(c)(3) | Charitable | $2,000 |
| Yellowhammer Fund | ||||||
| PO Box 1565 | Tuscaloosa | AL | 35403 | 501(c)(3) | Charitable | $2,000 |
| American Indian Child Resource Center | ||||||
| 522 Grand Ave | Oakland | CA | 94610 | 501(c)(3) | Charitable | $3,000 |
| HoneyLove | ||||||
| 1520 Pacific St | Santa Monica | CA | 90405 | 501(c)(3) | Charitable | $2,000 |
| Sovereign Bodies Institute | ||||||
| 887 Sonoma Ave | Santa Rosa | CA | 95404 | 501(c)(3) | Charitable | $2,000 |
| Intertribal Friendship House | ||||||
| 523 International Blvd | Oakland | CA | 94606 | 501(c)(3) | Charitable | $1,500 |
| Food Bank of Contra Costa & Solano | ||||||
| 4010 Nelson Ave | Concord | CA | 94520 | 501(c)(3) | Charitable | $5,000 |
| CALM | ||||||
| 1236 Chapala St | Santa Barbara | CA | 93101 | 501(c)(3) | Charitable | $2,500 |
| United Way of Santa Barbara County | ||||||
| 320 E Guiterrez St | Santa Barbara | CA | 93101 | 501(c)(3) | Charitable | $5,000 |
| Ignite Worldwide | ||||||
| 3414 236th St NW | Brier | WA | 98036 | 501(c)(3) | Charitable | $2,500 |
| Arboretum Foundation | ||||||
| 2300 Aroberetum Dr E | Seattle | WA | 98112 | 501(c)(3) | Charitable | $2,500 |
| Hebrew Union College | ||||||
| 3077 University Ave | Los Angeles | CA | 90007 | 501(c)(3) | Charitable | $5,000 |
| Young Women Empowered | ||||||
| 2524 16th Ave S Ste 301 | Seattle | WA | 98144 | 501(c)(3) | Charitable | $5,000 |
| Child Care Resources | ||||||
| 1225 S Weller St Ste 300 | Seattle | WA | 98144 | 501(c)(3) | Charitable | $5,000 |
| REST | ||||||
| 4215 Rainier Ave S Ste B | Seattle | WA | 98118 | 501(c)(3) | Charitable | $5,000 |
| Showers of Blessing | ||||||
| PO Box 1135 | Goleta | CA | 93116 | 501(c)(3) | Charitable | $5,000 |
| Washington Women's Foundation | ||||||
| 2100 24th Ave S 330 | Seattle | WA | 98144 | 501(c)(3) | Charitable | $7,500 |
| Sound Discipline | ||||||
| 3250 Airport Way S Ste 224 | Seattle | WA | 98134 | 501(c)(3) | Charitable | $2,500 |
| Congregation B'nai B'rith | ||||||
| 1000 San Antonio Crekk Rd | Santa Barbara | CA | 93111 | 501(c)(3) | Charitable | $5,000 |
| Ron Finley Project | ||||||
| PO Box 3664 | Beverly Hills | CA | 90212 | 501(c)(3) | Charitable | $2,500 |
| Temple De Hirsch Sinai | ||||||
| 1511 E Pike St | Seattle | WA | 98122 | 501(c)(3) | Charitable | $5,000 |
| The Venice Synagogue | ||||||
| 305 Rose Ave | Venica | CA | 90291 | 501(c)(3) | Charitable | $10,000 |
| Jewish National Fund | ||||||
| 42 E 69th St | New York | NY | 10021 | 501(c)(3) | Charitable | $5,000 |
| Chabad of the Conejo Inc | ||||||
| 2524 Townsgate Rd Ste H | Westlake Village | CA | 91361 | 501(c)(3) | Charitable | $5,000 |
| Big Brothers Sisters of Ventura County | ||||||
| 555 Airport Way Ste D | Camarillo | CA | 93010 | 501(c)(3) | Charitable | $25,000 |
| Diamond in the Raw Foundation | ||||||
| 5315 S Chanton Ave | Los Angeles | CA | 90056 | 501(c)(3) | Charitable | $2,500 |
| Ventura County Library Foundation | ||||||
| PO Box 7531 | Ventura | CA | 93006 | 501(c)(3) | Charitable | $1,000 |
| Food Share Ventura County | ||||||
| 4156 Southbank Rd | Oxnard | CA | 93036 | 501(c)(3) | Charitable | $5,000 |
| Ventura county Community Foundation | ||||||
| 4001 Mission Oaks Blvd A | Camarillo | CA | 93012 | 501(c)(3) | Charitable | $3,000 |
| KCRW | ||||||
| 1900 Pico Blvd | Santa Monica | CA | 90405 | 501(c)(3) | Charitable | $1,500 |
| Los Angeles Jewish Home | ||||||
| 7150 Tampa Ave | Reseda | CA | 91335 | 501(c)(3) | Charitable | $2,500 |
| CASA of Ventura County | ||||||
| PO Box 1135 | Camarillo | CA | 93011 | 501(c)(3) | Charitable | $5,000 |
| Black Voters Matter | ||||||
| 3645 Marketplace Blvd Ste 130-209 | East Point | GA | 30344 | 501(c)(3) | Charitable | $1,000 |
| The Marshall Project | ||||||
| 156 W 56th St 701 | New York | NY | 10019 | 501(c)(3) | Charitable | $1,000 |
| IntegrateNYC Inc | ||||||
| 726 Broadway | New York | NY | 10003 | 501(c)(3) | Charitable | $1,000 |
| MPTF | ||||||
| 23388 Mulholland Dr | Woodland Hills | CA | 91364 | 501(c)(3) | Charitable | $3,000 |
| The Bail Project | ||||||
| PO Box 750 | Venice | CA | 90294 | 501(c)(3) | Charitable | $1,000 |
| Prager University Foundation | ||||||
| 15021 Ventura Blvd 552 | Sherman Oaks | CA | 91403 | 501(c)(3) | Charitable | $5,000 |
| Manna Conejo Valley Food Bank | ||||||
| PO Box 1114 | Thousand Oaks | CA | 91358 | 501(c)(3) | Charitable | $5,000 |
| World Jewish Congress | ||||||
| 501 Madison Ave | New York | NY | 10022 | 501(c)(3) | Charitable | $5,000 |
| Optimist Youth Homes & Family Services | ||||||
| PO Box 41-1076 | Los Angeles | CA | 90041 | 501(c)(3) | Charitable | $1,500 |
| Project Understanding of San Buenaventura | ||||||
| PO Box 25460 | Ventura | CA | 93002 | 501(c)(3) | Charitable | $1,000 |
| Feeding Northeast Florida | ||||||
| 1116 Edgewood Ave N Units D E | Jacksonville | FL | 32254 | 501(c)(3) | Charitable | $5,000 |
| Farm Share | ||||||
| 14125 SW 320th St | Homestead | FL | 33033 | 501(c)(3) | Charitable | $5,000 |
| Community Health Outreach | ||||||
| 5126 Timuquana Rd | Jacksonville | FL | 32210 | 501(c)(3) | Charitable | $2,000 |
| Creekside Knight Athletic Booster Club | ||||||
| 100 Knights Ln | Saint Johns | FL | 32259 | 501(c)(3) | Charitable | $2,500 |
| Catholic Action for Peace Through Songs | ||||||
| 2 Pristina Ct | Rancho Mirage | CA | 92270 | 501(c)(3) | Charitable | $5,000 |
| UCOM | ||||||
| 3349 St Augustine Rd | Jacksonville | FL | 32207 | 501(c)(3) | Charitable | $5,000 |
| Food Pantry of Green Cove Springs | ||||||
| PO Box 696 | Green Cove Springs | FL | 32043 | 501(c)(3) | Chartiable | $5,000 |
| Epic Cure Inc | ||||||
| 1745 Industry Center Rd | St Augustine | FL | 32084 | 501(c)(3) | Charitable | $5,000 |
| Gleaners Dispatch Inc | ||||||
| 8207 103rd St | Jacksonville | FL | 32210 | 501(c)(3) | Charitable | $5,000 |
| Safe Future Foundation | ||||||
| PO Box 10333 | Jacksonville | FL | 32247 | 501(c)(3) | Charitable | $5,000 |
| Safety Shelter of St Johns County Inc | ||||||
| 2450 Old Moultrie Rd Ste 202 | St Augustine | FL | 32086 | 501(c)(3) | Charitable | $2,500 |
| Hunger Fight Inc | ||||||
| 2935 Dawn Rd | Jacksonville | FL | 32207 | 501(c)(3) | Charitable | $2,500 |
| BEAM | ||||||
| 850 6th Ave S Ste 400 | Jacksonville Beach | FL | 32250 | 501(c)(3) | Charitable | $2,500 |
| Jacksonville Zoo and Gardens | ||||||
| 370 Zoo Pkwy | Jacksonville | FL | 32218 | 501(c)(3) | Chartiable | $3,000 |
| Donors Choose | ||||||
| 134 W 37th St 11th Flr | New York | NY | 10018 | 501(c)(3) | Charitable | $6,000 |
| Huntington Lake Volunteer Fire Dept | ||||||
| 125 E Barstow Ave Ste 109 | Fresno | CA | 93710 | 501(c)(3) | Charitable | $3,000 |
| Food4kidz Inc | ||||||
| 22811 Panama City Beach Pkwy 26 | Panama City Beach | FL | 32413 | 501(c)(3) | Charitable | $3,000 |
| Northshore Food Bank | ||||||
| 125 W 30th Ave | Covington | LA | 70433 | 501(c)(3) | Charitable | $2,500 |
| Greater Baton Rouge Food Bank | ||||||
| PO Box 45830 | Baton Rouge | LA | 70895 | 501(c)(3) | Charitable | $2,500 |
| Rachal's Recovery Relief Inc | ||||||
| 1224 W Water Oak Bend | Panama City Beach | FL | 32413 | 501(c)(3) | Charitable | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,698 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $150,698 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $150,698 | 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 | $475 | Amt |
| Net Investment Income | $475 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $475 | AdjustedNetIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Mutual Funds | CategoryOrItemTxt |
| Book Value | $6,042,226 | BookValueAmt |
| EOYFMV | $6,042,226 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Postage | $65 | $65 | $65 |
| Insurance | $1,160 | $1,160 | $1,160 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain in Investment | Desc |
| Amt | $553,583 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Commonwealth Financial Brokerage | CategoryTxt |
| Amt | $10 | Amt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CA Attorney General Fee | $75 | $75 | $75 |
| Foreign Taxes | $155 | $155 | $155 |
| CA State Filing Fee | $35 | $35 | $35 |
| Federal Taxes | $5,183 | $5,183 | $5,183 |