THE LEWIS GREENWOOD FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE LEWIS GREENWOOD FOUNDATION (EIN 77-0527064)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-24
- IRS object ID
- 202032069349100308
- Schema version
- 2019v5.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-24T13:05:48-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-05-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Russell Fox EA | PreparerPersonNm |
| PTIN | P00371114 | PTIN |
| Phone | 7027501757 | PhoneNum |
| Preparation | 2020-07-24 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $5,912,891 | 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 | $257,924 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $257,924 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $257,924 | 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 | $257,924 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $257,924 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $257,924 | 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 | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,042 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,042 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,042 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,227 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,227 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,227 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,744 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,744 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,744 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $261,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $261,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $265,244 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,744 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,744 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $261,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,320 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $254,180 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $254,180 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,990 | CashBOYAmt |
| Cash EOY | $7,383 | CashEOYAmt |
| Cash EOYFMV | $7,383 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $645,645 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $629,368 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $629,368 | USGovtObligationsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $4,542,762 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,276,140 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,276,140 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,193,397 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,912,891 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,912,891 | 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 | $5,193,397 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,912,891 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,193,397 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,912,891 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,193,397 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,912,891 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,193,397 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,320 | ExcessRevenueOverExpensesAmt |
| Other Increases | $726,814 | OtherIncreasesAmt |
| Subtotal | $5,912,891 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,912,891 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $297,572 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $0 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,819 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $268,840 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $285,061 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $275,910 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $454,285 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.607350 | DistributionYr5Rt |
| Total Distribution | 0.607350 | TotalDistributionRt |
| Average Distribution | 0.121470 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,542 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,542 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $261,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,542 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,542 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,542 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $2,542 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,542 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,542 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $97 | EsPenaltyAmt |
| Tax Due | $97 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | $2,542 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,542 | 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 | $261,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $261,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,542 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $258,958 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $259,460 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $287,732 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $271,024 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,819 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $301,035 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,122,070 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $261,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $261,500 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,383,570 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $259,460 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,124,110 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $287,732 | ExcessFromYear4Amt |
| Excess From Year3 | $271,024 | ExcessFromYear3Amt |
| Excess From Year2 | $2,819 | ExcessFromYear2Amt |
| Excess From Year1 | $301,035 | ExcessFromYear1Amt |
| Excess From Current Year | $261,500 | 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 (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Cancer Support Community | ||||||
| 734 15th St NW Ste 300 | Washington | DC | 20005 | 501(c)(3) | Charitable | $2,500 |
| MiracleFeet | ||||||
| 107 Conner Dr Ste 230 | Chapel Hill | NC | 27514 | 501(c)(3) | Charitable | $3,000 |
| Friends of Sheba Medical Center | ||||||
| 9465 Wilshire Blvd Ste 300 | Beverly Hills | CA | 90212 | 501(c)(3) | Charitable | $4,000 |
| Temple De Hirsch Sinai | ||||||
| 1511 E Pike St | Seattle | WA | 98122 | 501(c)(3) | Charitable | $15,000 |
| Gabriels House Inc | ||||||
| PO Box 883 | Duncan | OK | 73534 | 501(c)(3) | Charitable | $2,500 |
| Big Brothers Big Sisters of America | ||||||
| 2502 N Rocky Point Dr Ste 550 | Tampa | FL | 33607 | 501(c)(3) | Charitable | $5,000 |
| Los Angeles Jewish Home for the Aging | ||||||
| 7150 Tampa Ave | Reseda | CA | 91335 | 501(c)(3) | Charitable | $2,500 |
| Manna Conejo Valley Food Bank | ||||||
| PO Box 1114 | Thousand Oaks | CA | 91358 | 501(c)(3) | Charitable | $2,500 |
| Chabad Jewish Center of Thousand Oaks Inc | ||||||
| 2060 E Avenida De Los Arboles Ste 1 | Thousand Oaks | CA | 91362 | 501(c)(3) | Charitable | $3,500 |
| 5-Star Theatricals | ||||||
| 2100 Thousand Oaks Blvd | Thousand Oaks | CA | 91362 | 501(c)(3) | Charitable | $2,500 |
| Motion Picture and Television Fund | ||||||
| 23388 Mulholland Dr Ste 220 | Woodland Hills | CA | 91364 | 501(c)(3) | Charitable | $2,000 |
| Food Share Ventura County | ||||||
| 4156 Southbank Rd | Oxnard | CA | 93036 | 501(c)(3) | Charitable | $2,500 |
| DonorsChoose | ||||||
| 134 W 37th St Flr 11 | New York | NY | 10018 | 501(c)(3) | Charitable | $6,000 |
| Philippine Jesuit Foundation | ||||||
| PO Box 312 | New York | NY | 10028 | 501(c)(3) | Charitable | $2,000 |
| EOD Warrior Foundation | ||||||
| 701 E John Sims Pkwy Ste 305 | Niceville | FL | 32578 | 501(c)(3) | Charitable | $3,000 |
| Panama City Rescue Mission Inc | ||||||
| PO Box 2359 | Panama City | FL | 32402 | 501(c)(3) | Charitable | $2,500 |
| UW Medicine Northwest | ||||||
| 1550 N 115th St D-180 | Seattle | WA | 98133 | 501(c)(3) | Charitable | $5,000 |
| Hugs Across the Country | ||||||
| 30 Guana Dr | Ponte Vedra Beach | FL | 32082 | 501(c)(3) | Charitable | $5,000 |
| WForum | ||||||
| PO Box 8237 | Aspen | CO | 81612 | 501(c)(3) | Charitable | $3,000 |
| Big Brothers Big Sisters of Ventura County | ||||||
| 555 Airport Way Ste D | Camarillo | CA | 93010 | 501(c)(3) | Charitable | $25,000 |
| Jacksonville Humane Society | ||||||
| 8464 Beach Blvd | Jacksonville | FL | 32216 | 501(c)(3) | Charitable | $2,000 |
| Safe Pet Rescue Inc | ||||||
| PO Box 840215 | St Augustine | FL | 32080 | 501(c)(3) | Charitable | $2,000 |
| King County Library System Foundation | ||||||
| 960 Newport Way NW | Issaquah | WA | 98027 | 501(c)(3) | Charitable | $3,000 |
| Puget Sound Restoration Fund | ||||||
| 8001 Day Rd W Ste B | Bainbridge Island | WA | 98110 | 501(c)(3) | Charitable | $5,000 |
| Conservation NW | ||||||
| 1829 10th Ave W Ste B | Seattle | WA | 98119 | 501(c)(3) | Charitable | $2,500 |
| Jewish National Fund | ||||||
| 902 Clint Moore Rd Ste 128 | Boca Raton | FL | 33487 | 501(c)(3) | Charitable | $5,000 |
| Pride Foundation | ||||||
| 2014 E Madison St Ste 300 | Seattle | WA | 98122 | 501(c)(3) | Charitable | $5,000 |
| The Leukemia & Lymphoma Society | ||||||
| 3 International Dr Ste 200 | Rye Brook | NY | 10573 | 501(c)(3) | Charitable | $2,500 |
| Homeless Prenatal Program Inc | ||||||
| 2500 18th St | San Francisco | CA | 94110 | 501(c)(3) | Charitable | $3,000 |
| Dance for Power | ||||||
| 10245 Mono Ct | Stockton | CA | 95219 | 501(c)(3) | Charitable | $3,000 |
| City Club | ||||||
| 240 2nd Ave S Ste 208 | Seattle | WA | 98104 | 501(c)(3) | Charitable | $2,500 |
| Chabad of the Conejo | ||||||
| 30345 Canwood St | Agoura Hills | CA | 91301 | 501(c)(3) | Charitable | $3,500 |
| Washington Women's Foundation | ||||||
| 2100 24th Ave S 330 | Seattle | WA | 98144 | 501(c)(3) | Charitable | $2,500 |
| Valley Shakespeare Festival Company | ||||||
| 6 Hayfield Dr | Shelton | CT | 06484 | 501(c)(3) | Charitable | $2,500 |
| Northwest Harvest E M M | ||||||
| PO Box 12272 | Seattle | WA | 98102 | 501(c)(3) | Charitable | $5,000 |
| Techbridge Girls | ||||||
| 114 Linden St | Oakland | CA | 94607 | 501(c)(3) | Charitable | $3,000 |
| LC and Lillie Cox Haven of Hope | ||||||
| 696 San Ramon Valley Blvd 194 | Danville | CA | 94526 | 501(c)(3) | Charitable | $3,000 |
| Ranier Scholars | ||||||
| 2100 24th Ave S 360 | Seattle | WA | 98144 | 501(c)(3) | Charitable | $2,500 |
| Congregations for the Homeless | ||||||
| 515 116th Ave NE | Bellevue | WA | 98004 | 501(c)(3) | Charitable | $2,500 |
| Washington Business Week | ||||||
| PO Box 1170 | Renton | WA | 98057 | 501(c)(3) | Charitable | $2,500 |
| CAPS | ||||||
| 7222 Linden Ave N Ste A | Seattle | WA | 98103 | 501(c)(3) | Charitable | $3,000 |
| Feeding San Diego | ||||||
| 9455 Waples St 135 | San Diego | CA | 92121 | 501(c)(3) | Charitable | $2,000 |
| Feeding Northeast Florida | ||||||
| 1116 Edgewood Ave N D/E | Jacksonville | FL | 32254 | 501(c)(3) | Charitable | $2,500 |
| Together Rising | ||||||
| 800 W Broad St 6409 | Falls Church | VA | 22040 | 501(c)(3) | Charitable | $5,000 |
| Faith Action Network | ||||||
| 3720 Airport Way S | Seattle | WA | 98134 | 501(c)(3) | Charitable | $5,000 |
| Rancho Santa Fe Senior Center | ||||||
| 16780 La Gracia | Rancho Santa Fe | CA | 92091 | 501(c)(3) | Charitable | $5,000 |
| Sawhorse Revolution | ||||||
| 801 2nd Ave 501 | Seattle | WA | 98104 | 501(c)(3) | Charitable | $2,500 |
| REST | ||||||
| 4215 Rainier Ave S | Seattle | WA | 98118 | 501(c)(3) | Charitable | $3,500 |
| Yoga Foster | ||||||
| 159 20th St 1B | Brooklyn | NY | 11232 | 501(c)(3) | Charitable | $5,000 |
| Foster Closet Corp | ||||||
| 730 St Johns Bluff Rd N | Jacksonville | FL | 32225 | 501(c)(3) | Charitable | $2,000 |
| Team RWB | ||||||
| 198 14th St NW | Atlanta | GA | 30318 | 501(c)(3) | Charitable | $2,000 |
| The Angel Band Project | ||||||
| 6267 Delmar 3W | St Louis | MO | 63130 | 501(c)(3) | Charitable | $2,500 |
| Jewish Learning Institute of San Francisco | ||||||
| 254 Hampton Dr | Venice | CA | 90291 | 501(c)(3) | Charitable | $5,000 |
| Aviva Foundation | ||||||
| 1951 N Honore Ave | Sarasota | FL | 34235 | 501(c)(3) | Charitable | $2,500 |
| Learn to Read | ||||||
| 40 E Adams St Ste LL30 | Jacksonville | FL | 32207 | 501(c)(3) | Charitable | $3,000 |
| Spectrum | ||||||
| 616 FL-13 | Fruit Cove | FL | 32259 | 501(c)(3) | Charitable | $3,000 |
| Hubbard House | ||||||
| PO Box 4909 | Jacksonville | FL | 32201 | 501(c)(3) | Charitable | $3,000 |
| St Augustine Society | ||||||
| 70 Washington St | St Augustine | FL | 32084 | 501(c)(3) | Charitable | $5,000 |
| Make A Wish Foundation of America | ||||||
| 1702 E Highland Ave Ste 400 | Phoenix | AZ | 85016 | 501(c)(3) | Charitable | $5,000 |
| Tadition One | ||||||
| 4104 Delta St | San Diego | CA | 92113 | 501(c)(3) | Charitable | $5,000 |
| With Love Charity | ||||||
| PO Box 550811 | Jacksonville | FL | 32255 | 501(c)(3) | Charitable | $3,000 |
| Alameda Point Collaborative | ||||||
| 677 W Ranger Ave | Alameda | CA | 94501 | 501(c)(3) | Charitable | $5,000 |
| Optimist Youth Homes & Family Services | ||||||
| 6957 N Figueroa St | Los Angeles | CA | 90041 | 501(c)(3) | Charitable | $1,500 |
| Los Angeles Jewish Symphony | ||||||
| 15315 W Magnolia Blvd 101 | Sherman Oaks | CA | 91403 | 501(c)(3) | Charitable | $1,800 |
| Young Chicago Authors | ||||||
| 1180 N Milwaukee Ave | Chicago | IL | 60642 | 501(c)(3) | Charitable | $5,000 |
| Movement Strategy Center | ||||||
| 436 14th St 500 | Oakland | CA | 94612 | 501(c)(3) | Charitable | $3,000 |
| Camp Kesem National | ||||||
| 10586 W Pico Blvd 196 | Los Angeles | CA | 90064 | 501(c)(3) | Charitable | $2,000 |
| Hospice of the Conejo | ||||||
| 80 E Hillcrest Dr 204 | Thousand Oaks | CA | 91360 | 501(c)(3) | Charitable | $1,200 |
| Ventura County Rescue Mission | ||||||
| 234 E 6th St | Oxnard | CA | 93030 | 501(c)(3) | Charitable | $500 |
| Latino Community Foundation | ||||||
| 235 Montgomery St 1160 | San Francisco | CA | 94104 | 501(c)(3) | Charitable | $3,000 |
| Los Angeles Jewish Federation | ||||||
| 6505 Wilshire Blvd | Los Angeles | CA | 90048 | 501(c)(3) | Charitable | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $261,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $257,924 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $257,924 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $257,924 | 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 | $5,276,140 | BookValueAmt |
| EOYFMV | $5,276,140 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Postage | $75 | $75 | $75 |
| Insurance | $1,152 | $1,152 | $1,152 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain in Investment | Desc |
| Amt | $726,814 | Amt |
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 | $1,942 | $1,942 | $1,942 |
| CA State Filing Fee | $25 | $25 | $25 |
| Federal Taxes |