MAXWELL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MAXWELL FOUNDATION (EIN 47-2568680)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202033189349101513
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T08:14:24-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942191284 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOORE GRIDER & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 E SIERRA AVE | AddressLine1Txt |
| City | FRESNO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93710 | 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 | 472568680 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAXWELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAXW | BusinessNameControlTxt |
| Phone | 5594396067 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6067 N SEQUOIA DRIVE | AddressLine1Txt |
| City | FRESNO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES R MAXWELL | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cory J Bell CPA | PreparerPersonNm |
| PTIN | P00438760 | PTIN |
| Phone | 5594400700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $349,324 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $15,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $15,006 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $880 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $880 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $880 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $2,249 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,249 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $2,249 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $35 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $35 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,164 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,164 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,164 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,764 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,164 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,164 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,242 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,016 | CashBOYAmt |
| Cash EOY | $30,501 | CashEOYAmt |
| Cash EOYFMV | $30,501 | CashEOYFMVAmt |
| Corporate Stock BOY | $255,018 | CorporateStockBOYAmt |
| Corporate Stock EOY | $318,823 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $318,823 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $280,034 | TotalAssetsBOYAmt |
| Total Assets EOY | $349,324 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $349,324 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $280,034 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $280,034 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $349,324 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $280,034 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $349,324 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $280,034 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,242 | ExcessRevenueOverExpensesAmt |
| Other Increases | $66,048 | OtherIncreasesAmt |
| Subtotal | $349,324 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $349,324 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES R MAXWELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5594396067 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6067 N SEQUOIA DRIVE | AddressLine1Txt |
| City | FRESNO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93711 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES R MAXWELL | ||||||
| 6067 N SEQUOIA DRIVE | FRESNO | CA | 93711 | President | 1.00 | $0 |
| CARLA MAXWELL | ||||||
| 6067 N SEQUOIA DRIVE | FRESNO | CA | 93711 | SEC/TREAS/DIR | 1.00 | $0 |
| ANDREA DAVIS | ||||||
| 6067 N SEQUOIA DRIVE | FRESNO | CA | 93711 | Director | 1.00 | $0 |
| SCOTT MAXWELL | ||||||
| 6067 N SEQUOIA DRIVE | FRESNO | CA | 93711 | Director | 1.00 | $0 |
| LINDSEY MAXWELL WENNERTH | ||||||
| 6067 N SEQUOIA DRIVE | FRESNO | CA | 93711 | Director | 1.00 | $0 |
| BRIAN MAXWELL | ||||||
| 6067 N SEQUOIA DRIVE | FRESNO | CA | 93711 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $311,708 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,273 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $341,981 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $341,981 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,130 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $336,851 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,843 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,843 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $16,843 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $16,843 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,843 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,600 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $8,600 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $8,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,843 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $868 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $868 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,600 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,600 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $868 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $868 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $7,375 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES R MAXWELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GRAND TETON NATIONAL PARK FOUNDATIO | ||||||
| 25 S WILLOW STREET | JACKSON | WY | 83001 | None | Support the operations and needs of Grand Teton National Park Foundation. | $2,500 |
| JACKSON HOLE LAND TRUST | ||||||
| 185 E HANSEN AVENUE | JACKSON | WY | 83001 | None | Support the operations and needs of Jackson Hole Land Trust. | $2,500 |
| CALIFORNIA AG LEADERSHIP FOUNDATION | ||||||
| 425 W BLANCO ROAD | SALINAS | CA | 93908 | None | Support the operations and needs of California Ag Leadership Foundation. | $1,000 |
| THE SHALOM FOUNDATION | ||||||
| PO BOX 1354 | FRANKLIN | TN | 37065 | None | Support the operations and needs of The Shalom Foundation. | $2,500 |
| THE SALVATION ARMY | ||||||
| 1854 FULTON ST | FRESNO | CA | 93721 | None | Support the operations and needs of The Salvation Army. | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES R MAXWELL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6067 N SEQUOIA DRIVE | AddressLine1Txt |
| City | FRESNO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP | CategoryTxt |
| Amt | $880 | Amt |
| Net Investment Income | $880 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $880 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $2,249 | Amt |
| Net Investment Income | $2,249 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,249 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRANCHISE TAX BOARD | CategoryTxt |
| Amt | $35 | Amt |
| Net Investment Income | $35 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $35 | AdjustedNetIncomeAmt |