LOCKE FOUNDATION: Form 990EZ, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LOCKE FOUNDATION (EIN 20-0364281)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-02-25
- IRS object ID
- 201610569349200506
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-25T09:24:04-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721543782 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PISONI & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 984 | AddressLine1Txt |
| City | WALNUT GROVE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95690 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200364281 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCKE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOCK | BusinessNameControlTxt |
| Phone | 9167761661 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1085 | AddressLine1Txt |
| City | WALNUT GROVE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95690 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLARENCE CHU | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 9167761661 | PhoneNum |
| Signature | 2016-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE PISONI CPA | PreparerPersonNm |
| PTIN | P00174780 | PTIN |
| Phone | 9167761945 | PhoneNum |
| Preparation | 2016-02-25 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $73,931 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $5,705 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $68,173 | ProgramServiceRevenueAmt |
| Investment Income | $53 | InvestmentIncomeAmt |
| Total Revenue | $73,931 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $5,351 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $69,999 | OtherExpensesTotalAmt |
| Total Expenses | $75,350 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$1,419 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $68,850 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $67,431 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,352 | BOYAmt |
| EOY | $43,933 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,498 | BOYAmt |
| EOY | $23,498 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,850 | BOYAmt |
| EOY | $67,431 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,850 | BOYAmt |
| EOY | $67,431 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO EDUCATE THE PUBLIC ABOUT THE CONTRIBUTIONS OF EARLY CHINESE-AMERICANS IN CALIFORNIA. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| DOCENT -LED TOURS OF LOCKE; 20-200 VISTORS WEEKLY | $10,942 |
| COLLECTING, RECORDING AND STORING ARTIFACTS AND ARCHIVAL MATERIAL FOR PUBLIC USE FREE OF CHARGE; RECORDING AND PRESERVING ORAL HISTORIES FOR PUBLIC USE FREE OF CHARGE. | $350 |
| ERECTING THE LOCKE MONUMENT TO COMMEMORATE AND EDUCATE THE PUBLIC ABOUT THE CONTRIBUTIONS OF EARLY CHINESE AMERICANS IN CALIFORNIA; ERECTING THE LOCKE MEMORIAL PARK WALLS DEDICATED TO PAST AND PRESENT RESIDENTS AND TO THE SUPPORTERS OF THE LOCKE FOUNDATION; 50-200 VISTORS WEEKLY | |
| SCHOLARSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,292 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| CLARENCE CHU | ||
| CHAIR | 000.00 | $0 |
| EILEEN LEUNG | ||
| VP/SECRETARY | 000.00 | $0 |
| BROCK ALEXANDER | ||
| TREASURER | 000.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOCKE FOUNDATION | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1035 | AddressLine1Txt |
| City | WALNUT GROVE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95690 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9167761661 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $3,275 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,705 | CurrentTaxYearAmt |
| Total | $8,980 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $36,431 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,226 | CurrentTaxYearAmt |
| Total | $104,657 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $39,706 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,931 | CurrentTaxYearAmt |
| Total | $113,637 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $113,637 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $39,706 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,931 | CurrentTaxYearAmt |
| Total | $113,637 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES 2,870 3,812 PUBLIC OFFICIALS TRAVEL/ENTERTAINMENT 34 4,368 TOURS 2,329 PARK EXPNESES 4,277 SPECIAL EVENT 39,595 TAXES 481 UTILITIES 5,667 SUPPLIES 517 TILE EXPENSE 2,000 DUES 415 LEASE 334 MAINTENANCE 2,950 BOOKS 350 TOTAL 69,999 |
| FORM 990-EZ, PART II, LINE 24 | LOCKE MEMORIAL MONUMENT & WALLS 23,498 23,498 TOTAL 23,498 23,498 |
| FORM 990-EZ, PART III | TO EDUCATE THE PUBLIC ABOUT THE CONTRIBUTIONS OF EARLY CHINESE-AMERICANS IN CALIFORNIA. |
| FORM 990-EZ, PART III, LINE 30 | ERECTING THE LOCKE MONUMENT TO COMMEMORATE AND EDUCATE THE PUBLIC ABOUT THE CONTRIBUTIONS OF EARLY CHINESE AMERICANS IN CALIFORNIA; ERECTING THE LOCKE MEMORIAL PARK WALLS DEDICATED TO PAST AND PRESENT RESIDENTS AND TO THE SUPPORTERS OF THE LOCKE FOUNDATION; 50-200 VISTORS WEEKLY |
| FORM 990-EZ, PART III, LINE 31 | SCHOLARSHIP |