THE LEWIS GREENWOOD FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE LEWIS GREENWOOD FOUNDATION (EIN 77-0527064)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-07
- IRS object ID
- 201913119349100646
- Schema version
- 2018v3.1
- 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 Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-07T10:39:38-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Russell Fox EA | PreparerPersonNm |
| PTIN | P00371114 | PTIN |
| Phone | 7027501757 | PhoneNum |
| Preparation | 2019-11-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.234.121.184 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-07 | IPDt |
| IP Tm | 10:39:31 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EB4C7CDE6D4ABDD82234C7BF52490E67E7BB23A9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EB4C7CDE6D4ABDD82234C7BF52490E67E7BB23A9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,193,397 | 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 | $358,383 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $358,383 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $358,383 | 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 | $358,383 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $358,383 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $358,383 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $12,148 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,063 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $12,063 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $85 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $13,098 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,063 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $12,063 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,035 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $313,098 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,063 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $12,063 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $301,035 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $45,285 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $346,320 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $346,320 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,581 | CashBOYAmt |
| Cash EOY | $4,990 | CashEOYAmt |
| Cash EOYFMV | $4,990 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $1,099,224 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $645,645 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $645,645 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $4,767,205 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,542,762 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,542,762 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,871,010 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,193,397 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,193,397 | 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 SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,871,010 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,193,397 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,871,010 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,193,397 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,871,010 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,193,397 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,871,010 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $45,285 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,916,295 | SubtotalAmt |
| Other Decreases | $722,898 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,193,397 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,819 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $0 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $268,840 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $285,061 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $275,910 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $454,285 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.607350 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $217,175 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $395,399 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.549255 | DistributionYr5Rt |
| Total Distribution | 1.156605 | TotalDistributionRt |
| Average Distribution | 0.231321 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,463 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,463 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $301,035 | 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 | $3,463 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,463 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,463 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,856 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,856 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$5,856 | OriginalReturnOverpaymentAmt |
| Overpayment | $2,393 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $2,393 | RefundAmt |
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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Rita Greenwood | ||||||||
| 3395 Mountain Breeze Way L-212 | Thousand Oaks | CA | 91360 | 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 | $3,463 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,463 | 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 | $301,035 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $301,035 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,463 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $297,572 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $202,615 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $259,460 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $287,732 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $271,024 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,819 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,023,650 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $301,035 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $301,035 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,324,685 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $202,615 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,122,070 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $259,460 | ExcessFromYear4Amt |
| Excess From Year3 | $287,732 | ExcessFromYear3Amt |
| Excess From Year2 | $271,024 | ExcessFromYear2Amt |
| Excess From Year1 | $2,819 | ExcessFromYear1Amt |
| Excess From Current Year | $301,035 | 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 (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Chabad of San Luis Obispo | ||||||
| 1661 Fredericks St | San Luis Obispo | CA | 93405 | 501(c)(3) | Charitable | $1,000 |
| Cancer Support Community | ||||||
| 734 15th St NW Ste 300 | Washington | DC | 20005 | 501(c)(3) | Charitable | $5,000 |
| MiracleFeet | ||||||
| 107 Conner Dr Ste 230 | Chapel Hill | NC | 27514 | 501(c)(3) | Charitable | $1,000 |
| Pancreatic Cancer Action Network | ||||||
| 1500 Rosecrans Ave Ste 200 | Manhattan Beach | CA | 90266 | 501(c)(3) | Charitable | $2,000 |
| Friends of Sheba Medical Center | ||||||
| 9465 Wilshire Blvd Ste 300 | Beverly Hills | CA | 90212 | 501(c)(3) | Charitable | $6,000 |
| Guide Dogs for the Blind | ||||||
| PO Box 151200 | San Rafael | CA | 94915 | 501(c)(3) | Charitable | $10,000 |
| America Supporting Americans | ||||||
| PO Box 574 | Pacific Palisades | CA | 90272 | 501(c)(3) | Charitable | $10,000 |
| Conejo Valley Senior Concerns | ||||||
| 401 Hodencamp Rd | Thousand Oaks | CA | 91360 | 501(c)(3) | Charitable | $10,000 |
| Kids in Need of Defense | ||||||
| 1201 L St NW 2nd Flor | Washington | DC | 20005 | 501(c)(3) | Charitable | $5,000 |
| Circle of Health International | ||||||
| PO Box 432 | Austin | TX | 78767 | 501(c)(3) | Charitable | $5,000 |
| Jewish Family Service of the Desert | ||||||
| 490 S Farrell Dr Ste C208 | Palm Springs | CA | 92262 | 501(c)(3) | Charitable | $10,000 |
| The Singletons | ||||||
| 20235 N Cave Creek Rd Ste 104-503 | Phoenix | AZ | 85024 | 501(c)(3) | Charitable | $10,000 |
| Washington Women's Foundation | ||||||
| 2100 24th Ave S Ste 330 | Seattle | WA | 98144 | 501(c)(3) | Charitable | $5,000 |
| Year Up Puget Sound | ||||||
| 2607 2nd Ave | Seattle | WA | 98121 | 501(c)(3) | Charitable | $2,500 |
| Team Read | ||||||
| PO Box 94042 | Seattle | WA | 98124 | 501(c)(3) | Charitable | $5,000 |
| Federal Way Senior Center | ||||||
| 4016 S 352nd St | Auburn | WA | 98001 | 501(c)(3) | Charitable | $5,000 |
| Child Care Resources | ||||||
| 1225 S Weller St 300 | Seattle | WA | 98144 | 501(c)(3) | Charitable | $2,000 |
| College Access Now | ||||||
| 3211 Martin Luther King Jr Way S St | Seattle | WA | 98144 | 501(c)(3) | Charitable | $5,000 |
| Womens Funding Alliance | ||||||
| 2101 4th Ave Ste 1330 | Seattle | WA | 98121 | 501(c)(3) | Charitable | $5,000 |
| Northwest Immigrant Rights Project | ||||||
| 615 2nd Ave Ste 400 | Seattle | WA | 98104 | 501(c)(3) | Charitable | $7,500 |
| GSBA Scholarship Fund | ||||||
| 400 E Pine St Ste 322 | Seattle | WA | 98122 | 501(c)(3) | Charitable | $5,000 |
| Rama Tree | ||||||
| PO Box 6571 | Kamuela | HI | 96743 | 501(c)(3) | Charitable | $2,500 |
| Global Helps | ||||||
| PO Box 1238 | Enumclaw | WA | 98022 | 501(c)(3) | Charitable | $1,500 |
| Temple De Hirsch Sinai | ||||||
| 1511 E Pike St | Seattle | WA | 98122 | 501(c)(3) | Charitable | $10,000 |
| Hebrew Union College | ||||||
| 3101 Clifton Ave | Cincinnati | OH | 45220 | 501(c)(3) | Charitable | $5,000 |
| State Street Ballet | ||||||
| 2285 Las Positas Rd | Santa Barbara | CA | 93105 | 501(c)(3) | Charitable | $5,000 |
| Shadhika | ||||||
| 1031 33rd St Ste 172 | Denver | CO | 80205 | 501(c)(3) | Charitable | $5,000 |
| Fit 4 the Cause Inc | ||||||
| 16000 Ventura Blvd Ste 1000 | Encino | CA | 91436 | 501(c)(3) | Charitable | $2,000 |
| Jewish Congregation of Venice Inc | ||||||
| 600 N Auburn Rd | Venice | FL | 34292 | 501(c)(3) | Charitable | $2,000 |
| Ventura County Library Foundation | ||||||
| PO Box 7531 | Ventura | CA | 93006 | 501(c)(3) | Charitable | $1,000 |
| Los Angeles Jewish Symphony | ||||||
| 17455 La Cueta Ln | Encino | CA | 91316 | 501(c)(3) | Charitable | $1,800 |
| Gabriels House Inc | ||||||
| PO Box 883 | Duncan | OK | 73534 | 501(c)(3) | Charitable | $2,500 |
| World Jewish Congress American Section Inc | ||||||
| 501 Madison Ave | New York | NY | 10022 | 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 | $25,000 |
| Los Angeles Jewish Home for the Aging | ||||||
| 7150 Tampa Ave | Reseda | CA | 91335 | 501(c)(3) | Charitable | $2,500 |
| Chabad of the Conejo | ||||||
| 30345 Canwood St | Agoura Hills | CA | 91301 | 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 |
| State Street Ballet | ||||||
| 2285 Las Positas Rd | Santa Barbara | CA | 93105 | 501(c)(3) | Charitable | $5,000 |
| Wheels for Humanity | ||||||
| 9509 Vassar Ave Ste A | Chatsworth | CA | 91311 | 501(c)(3) | Charitable | $2,500 |
| KQED Foundation | ||||||
| 2601 Mariposa St | San Francisco | CA | 94110 | 501(c)(3) | Charitable | $1,500 |
| 5-Star Theatricals | ||||||
| 2100 Thousand Oaks Blvd | Thousand Oaks | CA | 91362 | 501(c)(3) | Charitable | $5,000 |
| Operation Access | ||||||
| 1119 Market St Ste 400 | San Francisco | CA | 94103 | 501(c)(3) | Charitable | $3,500 |
| Optimist's Pacific Lodge | ||||||
| 4900 Serrania Ave | Woodland Hills | CA | 91364 | 510(c)(3) | Charitable | $1,500 |
| Motion Picture and Television Fund | ||||||
| 23388 Mulholland Dr Ste 220 | Woodland Hills | CA | 91364 | 501(c)(3) | Charitable | $2,000 |
| Jewish Federation of Greater Los Angeles | ||||||
| 6505 Wilshire Blvd | Los Angeles | CA | 90048 | 501(c)(3) | Charitable | $1,800 |
| Women In Film | ||||||
| 4221 Wilshire Blvd Ste 130 | Los Angeles | CA | 90010 | 501(c)(3) | Charitable | $2,500 |
| American Film Institute | ||||||
| 2021 N Western Ave | Los Angeles | CA | 90027 | 501(c)(3) | Charitable | $2,500 |
| Girls Educational and Mentoring Services Inc | ||||||
| 201 W 148th St Ground Flr | New York | NY | 10039 | 501(c)(3) | Charitable | $1,500 |
| Food Share Ventura County | ||||||
| 4156 Southbank Rd | Oxnard | CA | 93036 | 501(c)(3) | Charitable | $1,900 |
| Hunger Fight | ||||||
| 2935 Dawn Rd | Jacksonville | FL | 32207 | 501(c)(3) | Charitable | $2,500 |
| Four Star Association Inc | ||||||
| 4015 Lewis Speedway | St Augustine | FL | 32084 | 501(c)(3) | Charitable | $5,000 |
| Catholic Action for Peace Through Songs | ||||||
| 2 Pristina Ct | Rancho Mirage | CA | 92270 | 501(c)(3) | Charitable | $5,000 |
| DonorsChoose | ||||||
| 134 W 37th St Flr 11 | New York | NY | 10018 | 501(c)(3) | Charitable | $8,000 |
| Childrens Miracle Network | ||||||
| 205 West 700 South | Salt Lake City | UT | 84101 | 501(c)(3) | Charitable | $2,500 |
| Mama's Kitchen | ||||||
| 3960 Home Ave | San Diego | CA | 92105 | 501(c)(3) | Charitable | $3,000 |
| Autism Spectrum Disorder Foundation Inc | ||||||
| 228 W Lincoln Hwy No 301 | Schereville | IN | 46375 | 501(c)(3) | Charitable | $2,000 |
| Betty Griffin Center | ||||||
| 2450 Old Moultrie Rd Ste 202 | St Augustine | FL | 32086 | 501(c)(3) | Charitable | $2,500 |
| Friends of Bartram Trail Library Inc | ||||||
| 60 Davis Pond Blvd | Saint Johns | FL | 32259 | 501(c)(3) | Charitable | $5,000 |
| The Society of St Vincent De Paul | ||||||
| 2403 Holcombe Blvd | Houston | TX | 77021 | 501(c)(3) | Charitable | $2,500 |
| Farm Share Inc | ||||||
| 14125 SW 320th St | Homestead | FL | 33033 | 501(c)(3) | Charitable | $3,000 |
| The Wave Foundation | ||||||
| 1300 N Northlake Way Ste 102 | Seattle | WA | 98103 | 501(c)(3) | Charitable | $3,000 |
| IM Sulzbacher Center for the Homeless Inc | ||||||
| 611 E Adams St | Jacksonville | FL | 32202 | 501(c)(3) | Charitable | $2,000 |
| CCE PTO | ||||||
| 1205 Roberts Rd | Saint Johns | FL | 32259 | 501(c)(3) | Charitable | $5,000 |
| Philippine Jesuit Foundation | ||||||
| PO Box 312 | New York | NY | 10028 | 501(c)(3) | Charitable | $10,000 |
| Mission House | ||||||
| 800 Shetter Ave | Jacksonville Beach | FL | 32250 | 501(c)(3) | Charitable | $2,000 |
| K9s United | ||||||
| 101 Marketside Ave Ste 404-106 | Ponte Vedra | FL | 32081 | 501(c)(3) | Charitable | $2,000 |
| Allison Brundick Haramis Foundation Inc | ||||||
| 4155 Oxford Ave | Jacksonville | FL | 32210 | 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 | $5,000 |
| 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 | $358,383 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $358,383 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $358,383 | 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 | $950 | Amt |
| Disbursements Charitable Prps | $950 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Equity (Stock) Investments | StockNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $645,645 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $645,645 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Mutual Funds | CategoryOrItemTxt |
| Book Value | $4,542,762 | BookValueAmt |
| EOYFMV | $4,542,762 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Loss in Investment | Desc |
| Amt | $722,898 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| CA Attorney General Fee | $75 | $75 | ||
| Foreign Taxes | $2,472 | $2,472 | $2,472 | |
| CA State Filing Fee | $10 | $10 | ||
| Federal Taxes | $9,591 | $9,591 | $9,591 |