JACQUES M LITTLEFIELD FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JACQUES M LITTLEFIELD FOUNDATION (EIN 46-4198085)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-29
- IRS object ID
- 201822419349101012
- Schema version
- 2017v2.3
- 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
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-29T20:53:47-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FIRST STREET SUITE 1600 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464198085 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACQUES M LITTLEFIELD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACQ | BusinessNameControlTxt |
| Phone | 6507430288 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7430 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94026 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE VERA | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6507430288 | PhoneNum |
| Signature | 2018-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SABRINA A CHIN | PreparerPersonNm |
| PTIN | P00734293 | PTIN |
| Phone | 4157642700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $38,856,333 | 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 |
| Interest On Sav Rev And Expnss | $237,023 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $261,471 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $430,490 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $430,490 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $502,070 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,393,522 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $502,070 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $112,446 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $112,446 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,282,029 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,306,477 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,595 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,915 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,680 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $251,629 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $133,870 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $117,759 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,235 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $235 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,846 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,913 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,933 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $296,305 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $151,698 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $134,607 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,900,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,900,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,196,305 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $151,698 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,034,607 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$914,276 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,154,779 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $969,522 | CashBOYAmt |
| Cash EOY | $898,813 | CashEOYAmt |
| Cash EOYFMV | $898,813 | CashEOYFMVAmt |
| Corporate Stock BOY | $20,496,845 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,605,972 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,503,512 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,388,177 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,242,461 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,159,737 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,590,525 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $783,548 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,294,271 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $32,445,069 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,530,794 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,856,333 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $32,445,069 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,530,794 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,445,069 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,530,794 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,445,069 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,530,794 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,445,069 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$914,276 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $31,530,794 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,530,794 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BNY MELLON - 1800 | P | $3,285,313 | $3,157,561 | $127,752 | $127,752 |
| BNY MELLON - CAPITAL GAINS DIVIDENDS | P | $24,121 | $24,121 | $24,121 | |
| BNY MELLON - 1800 | P | $12,894,152 | $12,660,481 | $233,671 | $233,671 |
| BASIS ADJUSTMENT | P | $73,410 | -$73,410 | -$73,410 | |
| CAPITAL GAINS DIVIDENDS | P | $189,936 | $189,936 | $189,936 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $502,070 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,103,037 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $32,620,901 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064469 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $827,455 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,968,481 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043623 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $376,674 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,646,344 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049262 | DistributionYr3Rt |
| Total Distribution | 0.157354 | TotalDistributionRt |
| Average Distribution | 0.052451 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $36,188,516 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,898,124 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,548 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,909,672 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,034,607 | 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 | $11,548 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,548 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,548 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,782 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,782 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,234 | OverpaymentAmt |
| Applied To ES Tax | $8,234 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GEORGE VERA | IndividualWithBooksNm |
| Phone | 6507430288 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7430 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID LITTLEFIELD | ||||||||
| PO BOX 7430 | MENLO PARK | CA | 94026 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| SCOTT LITTLEFIELD | ||||||||
| PO BOX 7430 | MENLO PARK | CA | 94026 | CFO & DIRECTOR | 1.00 | $0 | $0 | $0 |
| GEORGE VERA | ||||||||
| PO BOX 7430 | MENLO PARK | CA | 94026 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BNY MELLON | |||||
| 3000 SAND HILL ROAD | MENLO PARK | CA | 94025 | INVESTMENT MANAGEMENT FEES | $133,870 |
| BERGERON ADVISORS | |||||
| 1377 EATON AVENUE | SAN CARLOS | CA | 94070 | PHILANTHROPIC CONSULTING | $69,448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $34,783,679 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,085,578 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $870,353 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,739,610 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,739,610 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $551,094 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,188,516 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,809,426 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,809,426 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,548 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,548 | TotalTaxAmt |
| Distributable Before Adj | $1,797,878 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,797,878 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,797,878 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,034,607 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,034,607 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,548 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,023,059 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,797,878 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $166,689 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $42,130 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $364,747 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $573,566 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,034,607 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,797,878 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $236,729 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $810,295 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $166,689 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $643,606 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $42,130 | ExcessFromYear4Amt |
| Excess From Year1 | $364,747 | ExcessFromYear1Amt |
| Excess From Current Year | $236,729 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACROSS THE BRIDGE FOUNDATION | |||||||
| 1400 PARKMOOR AVE 206 | SAN JOSE | CA | 95126 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $75,000 |
| AMERICAN RED CROSS | |||||||
| 1663 MARKET ST | SAN FRANCISCO | CA | 94103 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $50,000 |
| BOULDER HOUSING PARTNERS FOUNDATION | |||||||
| 4800 NORTH BROADWAY | BOULDER | CO | 80304 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $75,000 |
| BOULDER PUBLIC LIBRARY FOUNDATION | |||||||
| PO DRAWER H | BOULDER | CO | 80306 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $17,500 |
| BUILD | |||||||
| 2385 BAY ROAD | REDWOOD CITY | CA | 94063 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $50,000 |
| CHALLENGE SUCCESS | |||||||
| PO BOX 20053 | STANFORD | CA | 94309 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $30,000 |
| CHILDREN'S HEALTH COUNCIL | |||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $125,000 |
| COLORADO PUBLIC RADIO | |||||||
| 7409 SOUTH ALTON CT | CENTENNIAL | CO | 80112 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $100,000 |
| COMMUNITY SCHOOL OF MUSIC & ARTS | |||||||
| 230 SAN ANTONIO CIRCLE | MT VIEW | CA | 94040 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $70,000 |
| COMPASS HIGH SCHOOL | |||||||
| 2040 PIONEER COURT | SAN MATEO | CA | 94403 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $80,000 |
| CURIODYSSEY | |||||||
| 1651 COYOTE POINT DR | SAN MATEO | CA | 94401 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $50,000 |
| DANCERS' GROUP | |||||||
| 44 GOUGH STREET 201 | SAN FRANCISCO | CA | 94103 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $50,000 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL | |||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $150,000 |
| ELPASO | |||||||
| 1831 MACCULLEN DRIVE | ERIE | CO | 80516 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $25,000 |
| INNOVATE PUBLIC SCHOOLS | |||||||
| 1400 PARKMOOR AVE 240 | SAN JOSE | CA | 95126 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $100,000 |
| INTERCAMBIO UNITING COMMUNITIES | |||||||
| 4735 WALNUT ST B | BOULDER | CO | 80301 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $100,000 |
| KIPP BAY AREA SCHOOLS | |||||||
| 1404 FRANKLIN ST 500 | OAKLAND | CA | 94612 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $75,000 |
| SAN MATEO COMMUNITY COLLEGE FOUNDATION | |||||||
| 3300 COLLEGE DRIVE | SAN BRUNO | CA | 94066 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $75,000 |
| SAN MATEO COUNTY PARKS FOUNDATION | |||||||
| 1701 COYOTE POINT DR | SAN MATEO | CA | 94401 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $22,500 |
| SAVE THE BAY | |||||||
| 1330 BROADWAY | OAKLAND | CA | 94612 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $100,000 |
| SECOND HARVEST FOOD BANK | |||||||
| 750 CURTNER AVE | SAN JOSE | CA | 95125 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $25,000 |
| SONOMA CO OFFICE OF EDUCATION | |||||||
| 5340 SKYLANE BOULEVARD | SANTA ROSA | CA | 95403 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $50,000 |
| THERE WITH CARE | |||||||
| 2825 WILDERNESS PLACE 100 | BOULDER | CO | 80301 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $115,000 |
| THORNE NATURE EXPERIENCE | |||||||
| 1466 63RD STREET | BOULDER | CO | 80303 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $215,000 |
| UNA MESA ASSOCIATION | |||||||
| 654 GILMAN ST | PALO ALTO | CA | 94301 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,900,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOULDER HOUSING PARTNERS FOUNDATION | |||||||
| 4800 NORTH BROADWAY | BOULDER | CO | 80304 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $75,000 |
| COMMUNITY SCHOOL OF MUSIC & ARTS | |||||||
| 230 SAN ANTONIO CIRCLE | MT VIEW | CA | 94040 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $15,000 |
| COMPASS HIGH SCHOOL | |||||||
| 2040 PIONEER COURT | SAN MATEO | CA | 94403 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $65,000 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL | |||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $150,000 |
| INTERCAMBIO UNITING COMMUNITIES | |||||||
| 4735 WALNUT ST B | BOULDER | CO | 80301 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $50,000 |
| KIPP BAY AREA SCHOOLS | |||||||
| 1404 FRANKLIN ST 500 | OAKLAND | CA | 94612 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $75,000 |
| SAN MATEO COMMUNITY COLLEGE FOUNDATION | |||||||
| 3300 COLLEGE DRIVE | SAN BRUNO | CA | 94066 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $75,000 |
| SAVE THE BAY | |||||||
| 1330 BROADWAY | OAKLAND | CA | 94612 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $100,000 |
| THERE WITH CARE | |||||||
| 2825 WILDERNESS PLACE 100 | BOULDER | CO | 80301 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $115,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $720,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $237,023 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $430,490 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $112,446 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $502,070 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,282,029 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,282,029 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION FEES | $9,000 | $4,500 | $4,500 |
| BOOKKEEPING FEES | $16,595 | $7,415 | $9,180 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALCIBIE ALLIANCE INCORPORATED | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2120 AVY AVENUE SUITE 7508 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2015-01-30 | GrantDt |
| Grant | $13,724,287 | GrantAmt |
| Purpose Of Grant | THE 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. A COPY OF THE EXPENDITURE RESPONSIBILITY ENDOWMENT GRANT AGREEMENT IS AVAILABLE UPON REQUEST. | PurposeOfGrantTxt |
| Expended By Grantee | $1,065,372 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 6/15/18 | DatesOfReportsByGranteeTxt |
| Verification | 2018-06-15 | VerificationDt |
| Results Of Verification | ALCIBIE 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, 2017.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 MAKING BETWEEN THE CORPORATION AND THE JACQUES M. LITTLEFIELD FOUNDATION. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $10,242,461 | EOYBookValueAmt |
| EOYFMV | $10,159,737 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $19,605,972 | EOYBookValueAmt |
| EOYFMV | $26,503,512 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS | AT COST | $425,000 | $435,494 |
| HCP PE FUND III (CAYMAN) | AT COST | $149,998 | $429,962 |
| HCP PE FUND IV (CAYMAN) | AT COST | $84,751 | $288,131 |
| HCP PE FUND VI (CAYMAN) | AT COST | $123,799 | $140,684 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $239 | $239 | $0 |
| CORPORATE FEES | $358 | $0 | $358 |
| FOREIGN TAXES | $5,674 | $5,674 | $0 |
| COMPUTER SOFTWARE | $325 | $0 | $325 |
| MEMBERSHIP | $1,000 | $0 | $1,000 |
| INSURANCE | $1,250 | $0 | $1,250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| HCP PE FUND III (CAYMAN) | $58,335 | $58,335 | $58,335 |
| HCP PE FUND IV (CAYMAN) | $46,749 | $46,749 | $46,749 |
| HCP PE FUND VI (CAYMAN) | $6,300 | $6,300 | $6,300 |
| CLASS ACTION SETTLEMENT (EJL FOUNDATION) | $1,062 | $1,062 | $1,062 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $133,870 | $133,870 | $0 |
| AUDIT FEES | $15,000 | $0 | $15,000 |
| CONSULTING FEES | $102,759 | $0 | $102,759 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UNITED STATES TREASURY | $10,000 | $0 | $0 |
| FRANCHISE TAX BOARD | $10 | $0 | $10 |
| ATTORNEY GENERAL | $225 | $0 | $225 |