THE LEWIS GREENWOOD FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE LEWIS GREENWOOD FOUNDATION (EIN 77-0527064)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201831319349101553
- Schema version
- 2017v2.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T10:19:01-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 1919 S Jones Blvd Ste G | AddressLine1Txt |
| City | Las Vegas | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89146 | 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 | 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 | 2018-05-09 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUSSELL FOX EA | PreparerPersonNm |
| PTIN | P00371114 | PTIN |
| Phone | 7027501757 | PhoneNum |
| Preparation | 2018-05-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $5,871,010 | 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 | $293,521 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $293,521 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $293,521 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $880 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $880 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $880 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $294,401 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $294,401 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $294,401 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $475 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,834 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,774 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,774 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $60 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,284 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,284 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,593 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,774 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,774 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,819 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $270,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $275,093 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,774 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,774 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,819 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,308 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $292,627 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $292,627 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,046 | CashBOYAmt |
| Cash EOY | $4,581 | CashEOYAmt |
| Cash EOYFMV | $4,581 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,077,079 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,099,224 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,099,224 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Other Investments BOY | $4,285,314 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,767,205 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,767,205 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,367,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,871,010 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,871,010 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,367,440 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,871,010 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,367,440 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,871,010 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,367,440 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,871,010 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,367,440 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,308 | ExcessRevenueOverExpensesAmt |
| Other Increases | $484,262 | OtherIncreasesAmt |
| Subtotal | $5,871,010 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,871,010 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $268,840 | AdjustedQlfyDistriYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $285,061 | AdjustedQlfyDistriYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $275,910 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $454,285 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.607350 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $217,175 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $395,399 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.549255 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $198,272 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,167,224 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047579 | DistributionYr5Rt |
| Total Distribution | 1.204184 | TotalDistributionRt |
| Average Distribution | 0.240837 | AverageDistributionRt |
| Net Investment Income Pct | $2,926 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,926 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,819 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,853 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,853 | SubtotalAmt |
| Tax Based On Investment Income | $5,853 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,822 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,822 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $3,822 | OriginalReturnTaxPaidAmt |
| Tax Due | $2,031 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEVE GREENWOOD PRESIDENT | IndividualWithBooksNm |
| Phone | 8052775020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Teardrop Ct | AddressLine1Txt |
| City | Newbury Park | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
| Expenses2 | $0 | Expenses2Amt |
| Expenses3 | $0 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
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 |
| 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) |
|---|---|---|
| Tax Based On Investment Income | $5,853 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,853 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,819 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,819 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,819 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $200,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $202,615 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $259,460 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $287,732 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $271,024 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,220,831 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,819 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $2,819 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,223,650 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $200,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,023,650 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $202,615 | ExcessFromYear4Amt |
| Excess From Year3 | $259,460 | ExcessFromYear3Amt |
| Excess From Year2 | $287,732 | ExcessFromYear2Amt |
| Excess From Year1 | $271,024 | ExcessFromYear1Amt |
| Excess From Current Year | $2,819 | 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 (72 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 | $5,000 |
| Girlfriend Factor | ||||||
| 77-734 Country Club Dr Ste E | Palm Desert | CA | 92211 | 501(c)(3) | Charitable | $5,000 |
| Cancer Support Community | ||||||
| 734 15th St NW Ste 300 | Washington | DC | 20005 | 501(c)(3) | Charitable | $5,000 |
| Alexandria House | ||||||
| 436 S Alexandria Ave | Los Angeles | CA | 90020 | 501(c)(3) | Charitable | $25,000 |
| MiracleFeet | ||||||
| 107 Conner Dr Ste 230 | Chapel Hill | NC | 27514 | 501(c)(3) | Charitable | $2,000 |
| Homeless Prenatal Program | ||||||
| 2500 18th St | San Francisco | CA | 94110 | 501(c)(3) | Charitable | $1,000 |
| Compass Family Services | ||||||
| 49 Powell St 3rd Flr | San Francisco | CA | 94102 | 501(c)(3) | Charitable | $2,000 |
| Friends of the Israel Defense Forces | ||||||
| PO Box 4224 | New York | NY | 10163 | 501(c)(3) | Charitable | $6,000 |
| Camp Reel Stories | ||||||
| 838 Mandana Blvd | Oakland | CA | 94610 | 501(c)(3) | Charitable | $1,500 |
| Refugee Transitions | ||||||
| 870 Market St 718 | San Francisco | CA | 94102 | 501(c)(3) | Charitable | $2,000 |
| A Home Within | ||||||
| 95 3rd St Ste 224 | San Francisco | CA | 94103 | 501(c)(3) | Charitable | $1,500 |
| Dancin Power | ||||||
| PO Box 11454 | Oakland | CA | 94611 | 501(c)(3) | Charitable | $2,000 |
| Alameda County Food Bank | ||||||
| 7900 Edgewater Dr | Oakland | CA | 94621 | 501(c)(3) | Charitable | $1,500 |
| Giffords Law Center to Prevent Gun Violence | ||||||
| 268 Bush St 555 | San Francisco | CA | 94104 | 501(c)(3) | Charitable | $1,500 |
| Cathedral City Library | ||||||
| 33520 Date Palm Dr | Cathedral City | CA | 92234 | 501(c)(3) | Charitable | $7,000 |
| Fit 4 the Cause | ||||||
| 16000 Ventura Blvd Ste 1000 | Encino | CA | 91436 | 501(c)(3) | Charitable | $1,500 |
| American Jewish Joint Distribution Committee | ||||||
| 220 E 42nd St | New York | NY | 10017 | 501(c)(3) | Charitable | $10,000 |
| Washington Women's Foundation | ||||||
| 2100 24th Ave S Ste 330 | Seattle | WA | 98144 | 501(c)(3) | Charitable | $2,500 |
| Washington State Parks Foundation | ||||||
| 1752 NW Market St 744 | Seattle | WA | 98107 | 501(c)(3) | Charitable | $2,500 |
| Greater Seattle Business Association | ||||||
| 400 E Pine St Ste 322 | Seattle | WA | 98122 | 501(c)(3) | Charitable | $2,500 |
| Faith Action Network | ||||||
| 3720 Airport Way S | Seattle | WA | 98134 | 501(c)(3) | Charitable | $10,000 |
| 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 | $6,500 |
| Treehouse | ||||||
| 2100 24th Ave S Ste 200 | Seattle | WA | 98144 | 501(c)(3) | Charitable | $2,500 |
| Shadhika | ||||||
| 1031 33rd Ste Ste 172 | Denver | CO | 80205 | 501(c)(3) | Charitable | $5,000 |
| Northwest Parkinson's Foundation | ||||||
| 7525 SE 24th ST 300 | Mercer Island | WA | 98040 | 501(c)(3) | Charitable | $5,000 |
| GSBA Scholarship Fund | ||||||
| 400 E Pine St Ste 322 | Seattle | WA | 98122 | 501(c)(3) | Charitable | $5,000 |
| Gay City | ||||||
| 517 E Pike St | Seattle | WA | 98122 | 501(c)(3) | Charitable | $5,000 |
| Bailey-Boushay House | ||||||
| 2720 E Madison St | Seattle | WA | 98112 | 501(c)(3) | Charitable | $2,500 |
| Lambert House | ||||||
| 1818 15th Ave | Seattle | WA | 98122 | 501(c)(3) | Charitable | $2,500 |
| Los Angeles Jewish Symphony | ||||||
| 15315 W Magnolia Blvd Ste 101 | Sherman Oaks | CA | 91403 | 501(c)(3) | Charitable | $1,800 |
| Sunrise Rotary Foundation | ||||||
| 32381 Lake Pleasant Dr | Westlake Village | CA | 91361 | 501(c)(3) | Charitable | $1,500 |
| Jewish Home for the Aging | ||||||
| 7150 Tampa Ave | Reseda | CA | 91335 | 501(c)(3) | Charitable | $1,800 |
| Ventura County Big Brothers Big Sisters | ||||||
| 4001 Mission Oaks Blvd J | Camarillo | CA | 93012 | 501(c)(3) | Charitable | $25,000 |
| Or Ami Synagogue | ||||||
| 26115 Mureau Rd B | Calabasas | CA | 91302 | 501(c)(3) | Charitable | $1,000 |
| Ventura County Sheriff's Foundation | ||||||
| PO Box 3007 | Camarillo | CA | 93011 | 501(c)(3) | Charitable | $1,500 |
| Conejo Hebrew High School | ||||||
| 30345 Camwood St | Agoura Hills | CA | 91301 | 501(c)(3) | Charitable | $2,500 |
| Food Share Inc | ||||||
| 4156 Southbank Rd | Oxnard | CA | 93036 | 501(c)(3) | Charitable | $2,500 |
| Prager University Foundation | ||||||
| 10045 Red Run Blvd 250 | Owings Mills | MD | 21117 | 501(c)(3) | Charitable | $3,500 |
| Moorpark Foundation for the Arts | ||||||
| 45 E High St | Moorpark | CA | 93021 | 501(c)(3) | Charitable | $1,500 |
| Operation Gratitude | ||||||
| PO Box 260257 | Encino | CA | 91426 | 501(c)(3) | Charitable | $400 |
| Manna | ||||||
| 420 N 20th St | Philadelphia | PA | 19130 | 501(c)(3) | Charitable | $1,000 |
| Ventura County Rescue Mission | ||||||
| 234 E 6th St | Oxnard | CA | 93030 | 501(c)(3) | Charitable | $1,000 |
| Provident Medical Foundation | ||||||
| 501 S Buena Vista St | Burbank | CA | 91505 | 501(c)(3) | Charitable | $1,000 |
| 5 Star Theatricals | ||||||
| 2100 Thousand Oaks Blvd | Thousand Oaks | CA | 91362 | 501(c)(3) | Charitable | $3,500 |
| Jewish Federation of Greater Los Angeles | ||||||
| 6505 Wilshire Blvd | Los Angeles | CA | 90048 | 501(c)(3) | Charitable | $1,000 |
| A Place Called Home | ||||||
| 2830 S Central Ave | Los Angeles | CA | 90011 | 501(c)(3) | Charitable | $1,000 |
| Diamond in the Raw Foundation | ||||||
| 10736 Jefferson Blvd | Culver City | CA | 90230 | 501(c)(3) | Charitable | $1,000 |
| National Alliance on Mental Illness | ||||||
| 3803 N Fairfax Dr Ste 100 | Arlinton | VA | 22203 | 501(c)(3) | Charitable | $1,000 |
| Pacific Lodge Youth Services | ||||||
| 4900 Serrania Ave | Woodland Hills | CA | 91364 | 510(c)(3) | Charitable | $1,500 |
| Step Up | ||||||
| 510 S Hewitt St | Los Angeles | CA | 90013 | 501(c)(3) | Charitable | $1,000 |
| Girls Educational & Mentoring Services | ||||||
| 298B W 149th St | New York | NY | 10039 | 501(c)(3) | Charitable | $1,000 |
| Pets for Vets | ||||||
| PO Box 10860 | Wilmington | NC | 28404 | 501(c)(3) | Charitable | $1,000 |
| Motion Picture & Television Fund | ||||||
| 23388 Mulholland Dr | Woodland Hills | CA | 91364 | 501(c)(3) | Charitable | $2,000 |
| Chabad of Thousand Oaks | ||||||
| 2060 E Avenida De Los Arboles I | Thousand Oaks | CA | 91362 | 501(c)(3) | Charitable | $2,500 |
| Hospice of the Conejo | ||||||
| 80 E Hillcrest Dr 204 | Thousand Oaks | CA | 91360 | 501(c)(3) | Charitable | $1,500 |
| American National Red Cross | ||||||
| 431 18th St NW | Washington | DC | 20006 | 501(c)(3) | Charitable | $4,000 |
| Workshops for Warriors | ||||||
| 2970 Main St | San Diego | CA | 92113 | 501(c)(3) | Charitable | $3,000 |
| Catholic Action for Peace Through Songs | ||||||
| 2 Pristina Ct | Rancho Mirage | CA | 92270 | 501(c)(3) | Charitable | $3,000 |
| DonorsChoose | ||||||
| 134 W 37th St Flr 11 | New York | NY | 10018 | 501(c)(3) | Charitable | $4,000 |
| Alliance for Aging Research | ||||||
| 1700 K St NW Ste 740 | Washington | DC | 20006 | 501(c)(3) | Charitable | $3,000 |
| Survivors of Torture International | ||||||
| PO Box 151240 | San Diego | CA | 92175 | 501(c)(3) | Charitable | $2,000 |
| Generation Hope | ||||||
| 415 Michigan Ave NE Ste 250 | Washington | DC | 20017 | 501(c)(3) | Charitable | $2,000 |
| Feeding San Diego | ||||||
| 9455 Waples St 135 | San Diego | CA | 92121 | 501(c)(3) | Charitable | $2,000 |
| Habitat for Humanity International | ||||||
| 121 Habitat St | Americus | GA | 31709 | 501(c)(3) | Charitable | $5,000 |
| San Diego County Deputy Sheriffs Foundation | ||||||
| 13881 Danielson St | Poway | CA | 92064 | 501(c)(3) | Charitable | $5,000 |
| Kids' Turn San Diego | ||||||
| 4909 Murphy Canyon Rd Ste 515 | San Diego | CA | 92123 | 501(c)(3) | Charitable | $2,500 |
| American Wheelchair Mission | ||||||
| 2505 Anthem Village Dr E602 | Henderson | NV | 89052 | 501(c)(3) | Charitable | $10,000 |
| San Diego Center for the Blind and Vision Impaired | ||||||
| 5922 El Cajon Blvd | San Diego | CA | 92115 | 501(c)(3) | Charitable | $2,500 |
| Houston Food Bank | ||||||
| 535 Portwall St | Houston | TX | 77029 | 501(c)(3) | Charitable | $10,000 |
| Philippine Jesuit Foundation | ||||||
| PO Box 312 | New York | NY | 10028 | 501(c)(3) | Charitable | $10,000 |
| Teen Challenge of Florida | ||||||
| 24 W 10th St | Columbus | GA | 31901 | 501(c)(3) | Charitable | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $270,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $293,521 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $293,521 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $293,521 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Clayton Financial and Tax LLC Tax Preparation | CategoryTxt |
| Amt | $475 | Amt |
| Disbursements Charitable Prps | $475 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Equity (Stock) Investments | StockNm |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $1,099,224 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,099,224 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Mutual Funds | CategoryOrItemTxt |
| Book Value | $4,767,205 | BookValueAmt |
| EOYFMV | $4,767,205 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Insurance | Desc |
| Revenue And Expenses Per Books | $2,284 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $2,284 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Royalties | Desc |
| Revenue And Expenses Per Books | $880 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $880 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $880 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain in Investments | Desc |
| Amt | $484,262 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| CA Attorney General Fee | $50 | $50 | ||
| Foreign Taxes | $1,774 | $1,774 | $1,774 | |
| CA State Filing Fee | $10 | $10 |