LOCKE FOUNDATION: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LOCKE FOUNDATION (EIN 20-0364281)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-17
- IRS object ID
- 201201999349200625
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-17T16:41:57-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PISONI & ASSOCIATES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 984 | AddressLine1 |
| City | WALNUT GROVE | City |
| State | CA | State |
| ZIP Code | 95690 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200364281 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCKE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOCK | NameControl |
| Phone | 9167761661 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1085 | AddressLine1 |
| City | WALNUT GROVE | City |
| State | CA | State |
| ZIP Code | 95690 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CLARENCE CHU | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9167761661 | Phone |
| Date Signed | 2012-07-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE PISONI CPA | Name |
| Phone | 9167761945 | Phone |
| Date Prepared | 2012-07-17 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 23906 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 23881 | ContributionsGiftsGrantsEtc |
| Investment Income | 25 | InvestmentIncome |
| Total Revenue | 23906 | TotalRevenue |
| Fees And Oth Pymt To Ind Contractors | 3180 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 17247 | OtherExpensesTotal |
| Total Expenses | 20427 | TotalExpenses |
| Excess Or Deficit For Year | 3479 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 44973 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 48452 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21475 | BOY |
| EOY | 24954 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23498 | BOY |
| EOY | 23498 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44973 | BOY |
| EOY | 48452 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44973 | BOY |
| EOY | 48452 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | TO EDUCATE THE PUBLIC ABOUT THE CONTRIBUTIONS OF EARLY CHINESE-AMERICANS IN CALIFORNIA. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (3 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Program Service ExpensesProgramServiceExpenses |
|---|---|
| DOCENT -LED TOURS OF LOCKE; 20-200 VISTORS WEEKLY | 11157 |
| 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. | |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 11157 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| CLARENCE CHU | ||||||
| PO BOX 987 | WALNUT GROVE | CA | 95690 | CHAIR | 8.00 | 0 |
| EILEEN LEUNG | ||||||
| 821 CHERRY LN | DAVIS | CA | 95616 | VP | 4.00 | 0 |
| DEBBIE MENDEL | ||||||
| PO BOX 1192 | WALNUT GROVE | CA | 95690 | SECRETARY | 4.00 | 0 |
| BROCK ALEXANDER | ||||||
| PO BOX 241 | WALNUT GROVE | CA | 95690 | TREASURER | 8.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LOCKE FOUNDATION | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1035 | AddressLine1 |
| City | WALNUT GROVE | City |
| State | CA | State |
| ZIP Code | 95690 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9167761661 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18112 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28207 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22897 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15279 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23881 | CurrentTaxYear |
| Total | 108376 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 45 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25 | CurrentTaxYear |
| Total | 95 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18112 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28207 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22942 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15304 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23906 | CurrentTaxYear |
| Total | 108471 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 108471 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 69 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 25 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25 | CurrentTaxYear |
| Total | 119 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 69 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 25 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25 | CurrentTaxYear |
| Total | 119 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18112 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28276 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22942 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15329 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23931 | CurrentTaxYear |
| Total | 108590 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99890 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99900 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING AND PROMOTION 625 OFFICE 812 INSURANCE 2,341 MISCELLANEOUS 14 PARK EXPNESES 2,785 TRAVEL 1,639 PRINTING 1,186 SPECIAL EVENT 5,533 TAXES 154 UTILITIES 2,158 TOTAL 17,247 |
| OTHER ASSETS | FORM 990-EZ, PART II, LINE 24 | LOCKE MEMORIAL MONUMENT & WALLS 23,498 23,498 TOTAL 23,498 23,498 |
| PRIMARY EXEMPT PURPOSE | FORM 990-EZ, PART III | TO EDUCATE THE PUBLIC ABOUT THE CONTRIBUTIONS OF EARLY CHINESE-AMERICANS IN CALIFORNIA. |
| THIRD ACCOMPLISHMENT | 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 |
Compensation Explanation CompensationExplanation
Compensation Compensation (4 entries)
| CLARENCE CHU |
| EILEEN LEUNG |
| DEBBIE MENDEL |
| BROCK ALEXANDER |