THE LEWIS GREENWOOD FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE LEWIS GREENWOOD FOUNDATION (EIN 77-0527064)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201621339349102662
- 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
- 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 Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T13:23:27-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 7500 W Lake Mead Blvd C9-392 | AddressLine1Txt |
| City | Las Vegas | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 2016-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUSSELL FOX EA | PreparerPersonNm |
| Phone | 7027501757 | PhoneNum |
| Preparation | 2016-05-12 | 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-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,149,543 | 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 | $267,061 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $267,061 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $267,061 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $267,061 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $267,061 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $267,061 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,780 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,780 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,004 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $1,004 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $948 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $948 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,732 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,732 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $284,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $284,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $287,732 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $287,732 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,671 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $267,061 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $267,061 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $5,068 | CashEOYAmt |
| Cash EOYFMV | $5,068 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $620,452 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $603,584 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $603,584 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $102,496 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $105,035 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $105,035 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $447,615 | CorporateStockBOYAmt |
| Corporate Stock EOY | $364,808 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $364,808 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $615,252 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Other Investments BOY | $3,816,188 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,071,047 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,071,047 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,602,003 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,149,543 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,149,543 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,602,003 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,149,543 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,602,003 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,149,543 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,602,003 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,149,543 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,602,003 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,671 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,581,332 | SubtotalAmt |
| Other Decreases | $431,789 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,149,543 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $275,910 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $454,285 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.607350 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $217,175 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $395,399 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.549255 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $198,272 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,167,224 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047579 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,750 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,928,549 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.009355 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,350 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $732,649 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041425 | DistributionYr5Rt |
| Total Distribution | 1.254964 | TotalDistributionRt |
| Average Distribution | 0.250993 | AverageDistributionRt |
| Net Investment Income Pct | $2,671 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,671 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $287,732 | 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 | $2,671 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,671 | SubtotalAmt |
| Tax Based On Investment Income | $2,671 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,132 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,132 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$3,132 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $458 | OverpaymentAmt |
| Applied To ES Tax | $458 | 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 | ||||||||
| 15642 Bernardo Ctr Dr 502 | San Diego | CA | 92127 | Treasurer | 1.00 | $0 | $0 | $0 |
| MARICRIS ABALLE | ||||||||
| 15642 Bernardo Ctr Dr 502 | San Diego | CA | 92127 | 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 |
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 | $2,671 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,671 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $287,732 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $287,732 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,671 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $285,061 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $30,350 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $36,750 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $200,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $202,615 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $259,460 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $729,175 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $287,732 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $287,732 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,016,907 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $30,350 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $986,557 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,750 | ExcessFromYear4Amt |
| Excess From Year3 | $200,000 | ExcessFromYear3Amt |
| Excess From Year2 | $202,615 | ExcessFromYear2Amt |
| Excess From Year1 | $259,460 | ExcessFromYear1Amt |
| Excess From Current Year | $287,732 | 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 (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Founcation for Suicide Prevention | ||||||
| 120 Wall St 29th Flr | New York | NY | 10005 | 501(c)(3) | Charitable | $2,500 |
| DonorsChooseorg | ||||||
| 134 W 37th St 11th Flr | New York | NY | 10018 | 501(c)(3) | Charitable | $3,000 |
| American Wheelchair Mission | ||||||
| 2600 E Seltice Way Ste A-172 | Post Falls | ID | 83854 | 501(c)(3) | Charitable | $10,000 |
| World Child Cancer USA | ||||||
| 1031 33rd St | Denver | CO | 80205 | 501(c)(3) | Charitable | $20,000 |
| Catholic Action for Peace Through Songs | ||||||
| 2 Pristina Ct | Rancho Mirage | CA | 92270 | 501(c)(3) | Charitable | $3,000 |
| Guide Dogs of the Desert | ||||||
| PO Box 1692 | Palm Springs | CA | 92263 | 501(c)(3) | Charitable | $2,000 |
| Chelsea's Light Foundation | ||||||
| 12463 Rancho Bernardo Rd 519 | San Diego | CA | 92128 | 501(c)(3) | Charitable | $3,000 |
| Turtleback Education Foundation | ||||||
| 15855 Turtleback Rd | San Diego | CA | 92127 | 501(c)(3) | Charitable | $5,000 |
| Phillipine Jesuit Foundation | ||||||
| PO Box 312 | New York | NY | 10028 | 501(c)(3) | Charitable | $10,000 |
| Cure International | ||||||
| 701 Bosler Ave | Lemoyne | PA | 17043 | 501(c)(3) | Charitable | $5,000 |
| RB United | ||||||
| 18402 W Bernardo Dr | San Diego | CA | 92127 | 501(c)(3) | Charitable | $2,000 |
| HEARTbeat At 22 | ||||||
| PO Box 1816 | Palm Desert | CA | 92261 | 501(c)(3) | Charitable | $3,500 |
| Loving Spoonfuls Inc | ||||||
| 5815 Trojan Ave | San Diego | CA | 92115 | 501(c)(3) | Charitable | $2,000 |
| Chabad of San Luis Obispo & Cal Poly | ||||||
| 1661 Fredericks St | San Luis Obispo | CA | 93405 | 501(c)(3) | Charitable | $1,000 |
| Tolerance Education Center | ||||||
| 35147 Landy Ln | Rancho Mirage | CA | 92270 | 501(c)(3) | Charitable | $10,000 |
| Make-A-Wish Orange County and the Inland Empire | ||||||
| 3200 El Camino Real Ste 100 | Irvine | CA | 92602 | 501(c)(3) | Charitable | $2,000 |
| American Diabetes Association | ||||||
| 5333 N th St Ste B-212 | Phoenix | AZ | 85014 | 501(c)(3) | Charitable | $1,500 |
| Mill Valley Philharmonic | ||||||
| 42 Miller Ave | Mill Valley | CA | 94941 | 501(c)(3) | Charitable | $10,000 |
| Los Angeles Jewish Home | ||||||
| 7150 Tampa Ave | Reseda | CA | 91335 | 501(c)(3) | Charitable | $25,000 |
| The Joslyn Center | ||||||
| 73-750 Catalina Way | Palm Desert | CA | 92260 | 501(c)(3) | Charitable | $5,000 |
| Boys & Girls Club of Cathedral City | ||||||
| 32-141 Whispering Palms Trl | Cathedral City | CA | 92234 | 501(c)(3) | Charitable | $14,000 |
| FIND Food Bank | ||||||
| PO Box 10080 | Indio | CA | 92202 | 501(c)(3) | Charitable | $2,500 |
| Washington Women's Foundation | ||||||
| 2100 24th Ave S 330 | Seattle | WA | 98144 | 501(c)(3) | Charitable | $3,000 |
| Friends of the Israel Defense Forces | ||||||
| 6505 Wilshire Blvd Ste 625 | Los Angeles | CA | 90048 | 501(c)(3) | Charitable | $5,000 |
| Temple De Hirsch Sinai | ||||||
| 1511 E Pike St | Seattle | WA | 98122 | 501(c)(3) | Charitable | $10,000 |
| Hadassah | ||||||
| 40 Wall St | New York | NY | 10005 | 501(c)(3) | Charitable | $10,000 |
| Hebrew Union College-Jewish Institute of Religion | ||||||
| 3077 University Ave | Los Angeles | CA | 90007 | 501(c)(3) | Charitable | $20,000 |
| LEAP | ||||||
| 2080 Century Park E Ste 415 | Los Angeles | CA | 90067 | 501(c)(3) | Charitable | $6,000 |
| Young Women Empowered | ||||||
| 316 4th Ave S | Kirkland | WA | 98033 | 501(c)(3) | Charitable | $3,000 |
| Fit 4 the Cause | ||||||
| 16000 Ventura Blvd Ste 1000 | Encino | CA | 91436 | 501(c)(3) | Charitable | $3,000 |
| Child Care Resources | ||||||
| 1225 S Weller Ste 300 | Seattle | WA | 98144 | 501(c)(3) | Charitable | $3,000 |
| Holocaust Center for Humanity | ||||||
| 2045 Second Ave | Seattle | WA | 98121 | 501(c)(3) | Charitable | $5,000 |
| Seattle Center Foundation | ||||||
| 309 Harrison St | Seattle | WA | 98109 | 501(c)(3) | Charitable | $3,000 |
| Big Brothers Big Sisters of Ventura County | ||||||
| 4001 Mission Oaks Blvd | Camarillo | CA | 93012 | 501(c)(3) | Charitable | $25,000 |
| Chabad of Westlake Village | ||||||
| 2524 Townsgate Rd Ste H | Westlake Village | CA | 91361 | 501(c)(3) | Charitable | $1,800 |
| Chabad of Thousand Oaks | ||||||
| 2060 E Ave Los Arboles PMB 117 | Thousand Oaks | CA | 91362 | 501(c)(3) | Charitable | $1,800 |
| Cabrillo Music Theatre | ||||||
| 2100 Thousand Oaks Blvd Ste B | Thousand Oaks | CA | 91362 | 501(c)(3) | Charitable | $2,500 |
| Jewish Federation of Greater Los Angeles | ||||||
| 6505 Wilshire Blvd | Los Angeles | CA | 90048 | 501(c)(3) | Charitable | $1,800 |
| Camp Reel Stories | ||||||
| 838 Mandana Blvd | Oakland | CA | 94610 | 501(c)(3) | Charitable | $1,000 |
| American Cancer Society | ||||||
| 1710 Webster St | Oakland | CA | 94612 | 501(c)(3) | Charitable | $1,800 |
| Los Angeles Jewish Home | ||||||
| 7150 Tampa Ave | Reseda | CA | 91335 | 501(c)(3) | Charitable | $1,800 |
| Partners in Care Foundation | ||||||
| 732 Mott St Ste 150 | San Fernando | CA | 91340 | 501(c)(3) | Charitable | $1,500 |
| Los Angeles Boys & Girls Club | ||||||
| 2635 Pasadena Ave | Los Angeles | CA | 90031 | 501(c)(3) | Charitable | $1,500 |
| Ventura County Sherrif's Foundation | ||||||
| PO Box 3007 | Camarillo | CA | 93011 | 501(c)(3) | Charitable | $1,500 |
| WestCoast Children's Clinic | ||||||
| 3301 E 12th St Ste 259 | Oakland | CA | 94601 | 501(c)(3) | Charitable | $1,000 |
| MPTF | ||||||
| 22388 Mulholland Dr | Woodland Hills | CA | 91364 | 501(c)(3) | Charitable | $1,000 |
| World Pulse | ||||||
| 1006 SE Grand Ave Ste 200 | Portland | OR | 97214 | 501(c)(3) | Charitable | $1,000 |
| Girls Incorporated of Alameda County | ||||||
| 510 16th St | Oakland | CA | 94612 | 501(c)(3) | Charitable | $1,000 |
| Los Angeles Jewish Symphony | ||||||
| 17455 La Cuesta Ln | Encino | CA | 91316 | 501(c)(3) | Charitable | $1,800 |
| Israel Emergency Alliance dba StandWithUs | ||||||
| PO Box 341069 | Los Angeles | CA | 90034 | 501(c)(3) | Charitable | $1,800 |
| Ventura County Rescue Mission | ||||||
| 150 N Hayes Ave | Oxnard | CA | 93030 | 501(c)(3) | Charitable | $2,500 |
| Dancin Power | ||||||
| PO Box 11454 | Oakland | CA | 94611 | 501(c)(3) | Charitable | $1,000 |
| A Place Called Home | ||||||
| 2830 S Central Ave | Los Angeles | CA | 90011 | 501(c)(3) | Charitable | $500 |
| Joyful Heart Foundation | ||||||
| 32 W 22 St 4th Flr | New York | NY | 10010 | 501(c)(3) | Charitable | $500 |
| Pacific Lodge Youth Services | ||||||
| 4900 Serrania Ave | Woodland Hills | CA | 91364 | 501(c)(3) | Charitable | $1,500 |
| Move America Forward | ||||||
| 8795 Folsom Blvd Ste 103 | Sacramento | CA | 95826 | 501(c)(3) | Charitable | $1,500 |
| FOOD Share | ||||||
| 4156 Southbank Rd | Oxnard | CA | 93036 | 501(c)(3) | Charitable | $2,500 |
| United Cerebal Palsy | ||||||
| 12750 Raymer St Unit 4 | North Hollywood | CA | 91605 | 501(c)(3) | Charitable | $1,500 |
| Moorpark Foundation for the Arts | ||||||
| PO Box 157 | Moorpark | CA | 93020 | 501(c)(3) | Charitable | $1,500 |
| The Cinefamily | ||||||
| 611 N Fairfax Ave | Los Angeles | CA | 90036 | 501(c)(3) | Charitable | $1,200 |
| Girls Educational and Mentoring Services | ||||||
| 201 W 148th St | New York | NY | 10039 | 501(c)(3) | Charitable | $500 |
| Step Up | ||||||
| 501 S Hewitt St | Los Angeles | CA | 90013 | 501(c)(3) | Charitable | $500 |
| Harmony Project | ||||||
| 817 Vine St Ste 212 | Los Angeles | CA | 90038 | 501(c)(3) | Charitable | $2,500 |
| World Jewish Congress American Section | ||||||
| 501 Madison Ave | New York | NY | 10022 | 501(c)(3) | Charitable | $3,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $284,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $267,061 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $267,061 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $267,061 | 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 | Fulton & Meyer Tax Preparation | CategoryTxt |
| Amt | $1,780 | Amt |
| Disbursements Charitable Prps | $1,780 | 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 |
| EOY Book Value | $364,808 | EOYBookValueAmt |
| EOYFMV | $364,808 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $105,035 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $105,035 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Mutual Funds | CategoryOrItemTxt |
| Book Value | $4,071,047 | BookValueAmt |
| EOYFMV | $4,071,047 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
| EOYFMV | $1 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
| EOYFMV | $1 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
| EOYFMV | $1 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR YEAR FEDERAL TAX | $3,624 |
| NET UNREALIZED LOSS IN INVESTMENTS | $428,165 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Insurance | Desc |
| Revenue And Expenses Per Books | $948 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $948 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CA Attorney General Fee | $75 | $75 |
| Foreign Taxes | $919 | $919 |
| CA State Filing Fee | $10 | $10 |