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JACQUES M LITTLEFIELD FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JACQUES M LITTLEFIELD FOUNDATION (EIN 46-4198085)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-01
IRS object ID
202011839349101201
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-01T11:24:38-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1333 BUSH STREET SUITE 1700AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464198085EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JACQUES M LITTLEFIELD FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJACQBusinessNameControlTxt
Phone6507430288PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7430AddressLine1Txt
CityMENLO PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94026ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE VERAPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone6507430288PhoneNum
Signature2020-07-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSABRINA A CHINPreparerPersonNm
PTINP00734293PTIN
Phone4157642700PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address73.71.218.105IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-01IPDt
IP Tm11:24:35IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdB013A3EA4BE7275EB385EA4ED9A4F423B3F4DA14AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$39,502,161FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$290,742InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$290,742InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$425,073DividendsRevAndExpnssAmt
Dividends Net Invst Incm$425,073DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$721,890NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,605,375GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$721,890CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$63,843OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$63,842OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,501,548TotalRevAndExpnssAmt
Total Net Invst Incm$1,501,547TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$378LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$378LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$42,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$21,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$21,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$216,780OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$126,980OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$89,800OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$15,160TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$160TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10,560OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,055OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$6,505OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$284,878TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$152,035TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$117,843TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,956,301ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,956,301ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,241,179TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$152,035TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,074,144TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$739,631ExcessRevenueOverExpensesAmt
Net Investment Income$1,349,512NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,435,345CashBOYAmt
Cash EOY$1,295,073CashEOYAmt
Cash EOYFMV$1,295,073CashEOYFMVAmt
Acct Rcvbl$5,829AcctRcvblAmt
Acct Rcvbl BOY$6,775AcctRcvblBOYAmt
Acct Rcvbl EOY$5,829AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$5,829AcctRcvblEOYFMVAmt
Corporate Stock BOY$17,602,704CorporateStockBOYAmt
Corporate Stock EOY$17,869,620CorporateStockEOYAmt
Corporate Stock EOYFMV$24,667,510CorporateStockEOYFMVAmt
Corporate Bonds BOY$9,538,522CorporateBondsBOYAmt
Corporate Bonds EOY$9,451,852CorporateBondsEOYAmt
Corporate Bonds EOYFMV$9,633,501CorporateBondsEOYFMVAmt
Other Investments BOY$2,849,141OtherInvestmentsBOYAmt
Other Investments EOY$3,270,482OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,900,248OtherInvestmentsEOYFMVAmt
Total Assets BOY$32,432,487TotalAssetsBOYAmt
Total Assets EOY$31,892,856TotalAssetsEOYAmt
Total Assets EOYFMV$39,502,161TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$32,432,487RetainedEarningBOYAmt
Retained Earning EOY$31,892,856RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$32,432,487TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$31,892,856TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$32,432,487TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$31,892,856TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$32,432,487TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$739,631ExcessRevenueOverExpensesAmt
Other Increases$200,000OtherIncreasesAmt
Subtotal$31,892,856SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$31,892,856TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BNY MELLON - 1800P$535,716$534,739$977$977
BNY MELLON - 1800 - CAP. GAINS DISTRIBUTIONSP$203,959$203,959$203,959
BNY MELLON - 1800P$4,857,731$4,348,746$508,985$508,985
CAPITAL GAINS DIVIDENDSP$7,969$7,969$7,969
FieldValueIRS element (for citing)
Capital Gain Net Income$721,890CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,190,638AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$37,764,309NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.058008DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,023,059AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$36,188,516NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055903DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,103,037AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$32,620,901NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.064469DistributionYr3Rt
Adjusted Qlfy Distri Yr4$827,455AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$18,968,481NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043623DistributionYr4Rt
Adjusted Qlfy Distri Yr5$376,674AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$7,646,344NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049262DistributionYr5Rt
Total Distribution0.271265TotalDistributionRt
Average Distribution0.054253AverageDistributionRt
Net Vl Noncharitable Assets$36,873,897NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,000,520AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$13,495NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,014,015AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,074,144QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$13,495InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13,495SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13,495TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$26,544EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$15,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$41,544TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$28,049OverpaymentAmt
Applied To ES Tax$28,049AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGEORGE VERAIndividualWithBooksNm
Phone6507430288PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7430AddressLine1Txt
CityMENLO PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94026ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID LITTLEFIELD
PO BOX 7430MENLO PARKCA94026PRESIDENT & DIRECTOR1.00$0$0$0
SCOTT LITTLEFIELD
PO BOX 7430MENLO PARKCA94026CFO & DIRECTOR1.00$0$0$0
GEORGE VERA
PO BOX 7430MENLO PARKCA94026SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
BNY MELLON
3000 SAND HILL ROADMENLO PARKCA94025INVESTMENT MANAGEMENT FEES$126,980
BERGERON ADVISORS
1377 EATON AVENUESAN CARLOSCA94070PHILANTHROPIC CONSULTING$88,300
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$35,553,622AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,107,255AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$774,551FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$37,435,428TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$37,435,428AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$561,531CashDeemedCharitableAmt
Net Vl Noncharitable Assets$36,873,897NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,843,695MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,843,695MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,495TaxBasedOnInvestmentIncomeAmt
Total Tax$13,495TotalTaxAmt
Distributable Before Adj$1,830,200DistributableBeforeAdjAmt
Recoveries Qualfied Distri$200,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,030,200DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,030,200DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,074,144ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,074,144QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$13,495PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,060,649AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,030,200DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$364,747ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$236,729ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$365,803ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$967,279TotalExcessDistributionCyovAmt
Qualifying Distributions$2,074,144QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,030,200AppliedToCurrentYearAmt
Remaining Distri From Corpus$43,944RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,011,223TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,011,223ExcessDistriCyovToNextYrAmt
Excess From Year3$364,747ExcessFromYear3Amt
Excess From Year2$236,729ExcessFromYear2Amt
Excess From Year1$365,803ExcessFromYear1Amt
Excess From Current Year$43,944ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN RED CROSS
2731 N FIRST STSAN JOSECA95134N/APCOPERATING SUPPORT$36,000
BOYS HOPE GIRLS HOPE
12120 BRIDGETON SQUARE DRIVEBRIDGETONMO63044N/APCESPERANZA$50,000
BRAVE MAKER
233 TOPAZ STREETREDWOOD CITYCA94062N/APCOPERATING SUPPORT$50,000
CHILD CARE COORDINATING COUNCIL (SOBRATO CENTER FOR NONPROFITS)
330 TWIN DOLPHIN DR 119REDWOOD CITYCA94065N/APCBUILD-UP$75,000
COLORADO PUBLIC RADIO
7409 SOUTH ALTON CTCENTENNIALCO80112N/APCWYSICK FELLOWSHIPS$75,000
COLORADO PUBLIC RADIO
7409 SOUTH ALTON CTCENTENNIALCO80112N/APCCLIMATE SOLUTIONS$350,000
COMMUNITY FOUNDATION BOULDER COUNTY
1123 SPRUCE STREETBOULDERCO80302N/APCOPERATING SUPPORT$50,000
DANCERS' GROUP
44 GOUGH STREET 201SAN FRANCISCOCA94103N/APCOPERATING SUPPORT$35,000
EASTSIDE COLLEGE PREPARATORY SCHOOL
1041 MYRTLE STREETEAST PALO ALTOCA94303N/APCOPERATING SUPPORT$608,301
HADANOU COLLECTIVE (THE MARDALE JAY WRITING CENTER)
2015 EAST 26TH AVEDENVERCO80205N/APCSTREET KNOWLEDGE$75,000
HADANOU COLLECTIVE (THE MARDALE JAY WRITING CENTER)
2015 EAST 26TH AVEDENVERCO80205N/APCOPERATING SUPPORT$25,000
JEWISH FAMILY SERVICE OF SAN DIEGO(TURK FAMILY CENTER)
8804 BALBOA AVENUESAN DIEGOCA92123N/APCBORDER LEGAL FELLOWS$35,000
OHIO STATE UNIV FOUNDATION
1480 WEST LANE AVENUECOLUMBUSOH43221N/APCDIVIDED COMMUNITY PROJECT$50,000
PENINSULA BRIDGE
457 KINGSLEY AVENUEPALO ALTOCA94301N/APCOPERATING SUPPORT$50,000
PENINSULA CONFLICT RESOLUTION CENTER
1660 SOUTH AMPHLETT 219SAN MATEOCA94402N/APCSTRENGTHENING COMMUNITIES$25,000
RESCHOOL COLORADO
730 17TH STREET 950DENVERCO80202N/APCBLUEPRINT 4 SUMMER$25,000
RISE COLORADO
1595 ELMIRA STREET 201AURORACO80010N/APCOPERATING SUPPORT$50,000
SAN MATEO COMM COLLEGE DIST FOUNDATION
3300 COLLEGE DRIVESAN BRUNOCA94066N/APCSKYLINE AUTO TECH$25,000
SECOND HARVEST FOOD BANK
750 CURTNER AVENUESAN JOSECA95125N/APCFOOD NEEDS K-12$50,000
THORNE NATURE EXPERIENCE
1466 63RD STREETBOULDERCO80303N/APCOPERATING SUPPORT$112,000
UC SAN DIEGO
9500 GILMAN DRIVE MAIL CODE 0940LA JOLLACA92093N/APCOPERATING SUPPORT$35,000
UC SANTA CRUZ FOUNDATION
1156 HIGH STREETSANTA CRUZCA95064N/APCFIRST GENERATION INITIATIVE$70,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,956,301TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS HOPE GIRLS HOPE
12120 BRIDGETON SQUARE DRIVEBRIDGETONMO63044N/APCOPERATING SUPPORT$50,000
COLORADO PUBLIC RADIO
7409 SOUTH ALTON CTCENTENNIALCO80112N/APCCLIMATE SOLUTIONS$860,000
DANCERS' GROUP
44 GOUGH STREET 201SAN FRANCISCOCA94103N/APCOPERATING SUPPORT$25,000
EASTSIDE COLLEGE PREPARATORY SCHOOL
1041 MYRTLE STREETEAST PALO ALTOCA94303N/APCOPERATING SUPPORT$1,625,003
THE COMMUNITY FOUNDATION BOULDER COUNTY
1123 SPRUCE STREETBOULDERCO80302N/APCOPERATING SUPPORT$25,000
THE COMMUNITY FOUNDATION BOULDER COUNTY
1123 SPRUCE STREETBOULDERCO80302N/APCMATCHING FROM 2019$25,000
THORNE NATURE EXPERIENCE
1466 63RD STREETBOULDERCO80303N/APCOPERATING SUPPORT$288,000
UC SANTA CRUZ FOUNDATION
1156 HIGH STREETSANTA CRUZCA95064N/APCFIRST GENERATION INITIATIVE$130,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$3,028,003TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$290,742ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$425,073ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,843ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$721,890ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,501,548ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,501,548TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAX PREPARATION FEES$13,500$6,750$6,750
BOOKKEEPING FEES$10,500$5,250$5,250
AUDIT FEES$18,000$9,000$9,000

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALCIBIE ALLIANCE INCORPORATEDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12120 AVY AVENUE SUITE 7508AddressLine1Txt
CityMENLO PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94026ZIPCd
FieldValueIRS element (for citing)
Grant2015-01-30GrantDt
Grant$13,724,287GrantAmt
Purpose Of GrantTHE 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$1,063,923ExpendedByGranteeAmt
Any Diversion By GranteeNOAnyDiversionByGranteeTxt
Dates Of Reports By Grantee05/13/2020DatesOfReportsByGranteeTxt
Verification2020-05-13VerificationDt
Results Of VerificationALCIBIE 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, 2018.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

FieldValueIRS element (for citing)
BondFIXED INCOMEBondNm
EOY Book Value$9,451,852EOYBookValueAmt
EOYFMV$9,633,501EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$17,869,620EOYBookValueAmt
EOYFMV$24,667,510EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ALTERNATIVE INVESTMENTSAT COST$2,975,000$3,104,283
HCP PE FUND III (CAYMAN)AT COST$102,915$351,228
HCP PE FUND IV (CAYMAN)AT COST$60,910$246,831
HCP PE FUND VI (CAYMAN)AT COST$131,657$197,906

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$378LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$378DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EFFICIENT SOLUTION$7,620$3,810$3,810
CORPORATE FEES$245$245$0
REIMBURSABLE EXPENSES$1,445$0$1,445
INSURANCE$1,250$0$1,250

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
HCP PE FUND III (CAYMAN)$37,916$37,916$37,916
HCP PE FUND IV (CAYMAN)$23,125$23,125$23,125
HCP PE FUND VI (CAYMAN)$2,801$2,801$2,801
BNY MELLON - OTHER INCOME$1$0$1

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescREFUND OF PRIOR YEAR GRANTDesc
Amt$200,000Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$126,980$126,980$0
CONSULTING FEES$89,800$0$89,800

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
UNITED STATES TREASURY$15,000$0$0
FRANCHISE TAX BOARD$10$0$10
ATTORNEY GENERAL$150$0$150