THE LEWIS GREENWOOD FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE LEWIS GREENWOOD FOUNDATION (EIN 77-0527064)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202631349349104073
- Schema version
- 2025v4.1
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T12:28:56-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453850376 | PreparerFirmEIN |
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 | 222 S RAINBOW BLVD STE 213 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Russell Fox EA | PreparerPersonNm |
| PTIN | P00371114 | PTIN |
| Phone | 7027501757 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,993,067 | 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 | $155,948 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $155,948 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $523,730 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $523,730 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $523,730 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $679,678 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $679,678 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,475 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $2,022 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,022 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,548 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,548 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $17,045 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,045 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $360,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $377,045 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,045 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $302,633 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $662,633 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,396 | CashBOYAmt |
| Cash EOY | $2,376 | CashEOYAmt |
| Cash EOYFMV | $2,376 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $0 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $647,380 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $647,380 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $354,012 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $6,057,792 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,057,792 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,343,311 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,416,200 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,707,548 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,993,067 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,416,200 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,707,548 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,416,200 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,707,548 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,416,200 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,707,548 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,416,200 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $302,633 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$11,285 | OtherIncreasesAmt |
| Subtotal | $6,707,548 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,707,548 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| Gross Sales Price | $523,730 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $523,730 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $523,730 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $523,730 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,211 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,211 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,211 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,784 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,784 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $6,784 | OriginalReturnTaxPaidAmt |
| Tax Due | $2,427 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
| Maricris Aballe | ||||||||
| 690 Fort William Dr | Saint Johns | FL | 32259 | Board Member | 1.00 | $0 | $0 | $0 |
| Matthew Wald | ||||||||
| 1767 Euclid Ave 2 | Berkeley | CA | 94709 | Board Member | 1.00 | $0 | $0 | $0 |
| Toby Donner | ||||||||
| 2360 43rd Ave E 208 | Seattle | WA | 98112 | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
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 |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| 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) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,211 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,211 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $300,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $300,000 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $300,000 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $300,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | 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 StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Chicago Jewish Alliance | ||||||
| 4950 Madison St Unit 321 | Skokie | IL | 60076 | NC | Charitable | $10,000 |
| Cornerstone Community Outreach | ||||||
| 4615 N Clifton | CHICAGO | IL | 60640 | NC | Charitable | $2,500 |
| The Lawfare Project | ||||||
| 633 Third Ave 21st Flr | New York | NY | 10017 | NC | Charitable | $5,000 |
| Uniting Voices Chicago | ||||||
| 78 E Washington St 5th Flr | Chicago | IL | 60602 | NC | Charitable | $5,000 |
| Chicago Sinfonietta | ||||||
| 70 E Lake St Ste 1430 | Chicago | IL | 60601 | NC | Charitable | $2,500 |
| Chipride Volunteering | ||||||
| 7234 W North Ave Ste 208 | Chicago | IL | 60707 | NC | Charitable | $2,500 |
| Heartland Human Care Services | ||||||
| 4822 N Broadway St Unit 2F | Chicago | IL | 60640 | NC | Charitable | $2,500 |
| Lambda Legal Defense and Education Fund Inc | ||||||
| 120 Wall St 19th Flr | New York | NY | 10005 | NC | Charitable | $5,000 |
| Nourishing Hope | ||||||
| 1716 W Hubbard St | Chicago | IL | 60622 | NC | Charitable | $2,500 |
| One Tail at a Time | ||||||
| 2144 N Wood St | Chicago | IL | 60614 | NC | Charitable | $5,000 |
| Share Our Spare | ||||||
| 3800 N Milwaukee Ave | Chicago | IL | 60641 | NC | Charitable | $2,500 |
| Oakland Elizabeth House | ||||||
| 6243 Colby St | Oakland | CA | 94618 | NC | Charitable | $5,000 |
| MiracleFeet | ||||||
| 107 Conner Dr Ste 230 | Chapel Hill | NC | 27514 | NC | Charitable | $5,000 |
| Berkeley Public Library Foundation | ||||||
| 2090 Kittredge St | Berkeley | CA | 94704 | NC | Charitable | $5,000 |
| Sogorea Te Land Trust | ||||||
| 2501 Harrison St | Oakland | CA | 94612 | NC | Charitable | $5,000 |
| The Mosaic Project | ||||||
| 478 Santa Clara Ave Ste 200 | Oakland | CA | 94610 | NC | Charitable | $5,000 |
| The Everytown for Gun Safety Support Fund | ||||||
| PO Box 4184 | New York | NY | 10163 | NC | Charitable | $5,000 |
| National Immigration Law Center | ||||||
| 3450 Wilshire Blvd 108-62 | Los Angeles | CA | 90010 | NC | Charitable | $5,000 |
| Adamah Inc | ||||||
| 5425 Mt Gilead Rd | Reisterstown | MD | 21136 | NC | Charitable | $5,000 |
| Alameda County Community Food Bank | ||||||
| 7900 Edgewater Dr | Oakland | CA | 94621 | NC | Charitable | $5,000 |
| Jewish Federation of Los Angeles | ||||||
| 6505 Wilshire Blvd | Los Angeles | CA | 90048 | NC | Charitable | $5,000 |
| Colel Chabad | ||||||
| 806 Eastern Pkwy | Brooklyn | NY | 11213 | NC | Charitable | $10,000 |
| Chabad of Westlake Village | ||||||
| 2524 Townsgate Rd Ste H | Westlake Village | CA | 91361 | NC | Charitable | $5,000 |
| Chabad of Thousand Oaks | ||||||
| 1515 El Monte Dr | Thousand Oaks | CA | 91362 | NC | Charitable | $2,500 |
| Hospice of the Conejo | ||||||
| 80 E Hillcrest Dr Ste 204 | Thousand Oaks | CA | 91360 | NC | Charitable | $1,000 |
| Big Brothers Big Sisters of Ventura County | ||||||
| 2435 Ventura Blvd Ste A | Camarillo | CA | 93010 | NC | Charitable | $25,000 |
| Gabriel's House | ||||||
| PO Box 654 | Oxnard | CA | 93032 | NC | Charitable | $5,000 |
| Kingsmen Shakespeare Company | ||||||
| 60 W Olsen Rd 3825 | Thousand Oaks | CA | 91360 | NC | Charitable | $1,500 |
| World Jewish Congress | ||||||
| 501 Madison Ave | New York | NY | 10022 | NC | Charitable | $5,000 |
| Kako Earth | ||||||
| 1962 N Iowa St | Chandler | AZ | 85225 | NC | Charitable | $5,000 |
| Alzheimer's Association | ||||||
| 225 N Michigan Ave 17th Flr | Chicago | IL | 60601 | NC | Charitable | $2,500 |
| Rescue Mission Alliance | ||||||
| PO Box 5545 | Oxnard | CA | 93031 | NC | Charitable | $5,000 |
| Los Angeles Jewish Health | ||||||
| 7150 Tampa Ave | Reseda | CA | 91335 | NC | Charitable | $5,000 |
| The Leadership Institute | ||||||
| 1101 N Highland St | Arlington | VA | 22201 | NC | Charitable | $5,000 |
| Manna Conejo Valley Food Bank | ||||||
| PO Box 1114 | Thousand Oaks | CA | 91358 | NC | Charitable | $5,000 |
| Open Door Studio | ||||||
| 329 N Fifth St | OXNARD | CA | 93030 | NC | Charitable | $2,500 |
| Jewish Council for Youth Services | ||||||
| 2112 W Lawrence Ave Ste 219 | Chicago | IL | 60625 | NC | Charitable | $5,000 |
| Organic Soup Kitchen | ||||||
| 315 Meigs Rd Ste A 369 | Santa Barbara | CA | 93109 | NC | Charitable | $20,000 |
| The Music Academy of the West | ||||||
| 1070 Fairway Rd | Santa Barbara | CA | 93108 | NC | Charitable | $15,000 |
| Chabad's Terror Victims Project | ||||||
| 478 Albany Ave Ste 136 | Brooklyn | NY | 11203 | NC | Charitable | $5,000 |
| Earthjustice | ||||||
| 180 Steuart St 194330 | San Francisco | CA | 94105 | NC | Charitable | $10,000 |
| Rolfe Pancreatic Cancer Foundation | ||||||
| 4255 N Honore St Ste 209 | Chicago | IL | 60613 | NC | Charitable | $5,000 |
| JCFS Chicago | ||||||
| 3145 W Pratt Blvd | Chicago | IL | 60645 | NC | Charitable | $5,000 |
| Uniting Voices Chicago | ||||||
| 78 E Washington St | Chicago | IL | 60602 | NC | Charitable | $5,000 |
| The Center for Enriched Living | ||||||
| 280 Saunders Rd | Riverwoods | IL | 60015 | NC | Charitable | $5,000 |
| Mishkan Chicago | ||||||
| 4001 N Ravensood Unit 101 | Chicago | IL | 60613 | NC | Charitable | $5,000 |
| Jewish National Fund-USA | ||||||
| 42 E 69th St | New York | NY | 10021 | NC | Charitable | $10,000 |
| Clara White Mission | ||||||
| 613 W Ashley St | Jacksonville | FL | 32202 | NC | Charitable | $5,000 |
| The Villages of Hope Inc | ||||||
| PO Box 14289 | Jacksonville | FL | 32238 | NC | Charitable | $5,000 |
| Pace Center for Gills Jacksonville | ||||||
| 2933 University Blvd N | Jacksonville | FL | 32211 | NC | Charitable | $5,000 |
| St Augustine Youth Services | ||||||
| 201 Simone Way | St Augustine | FL | 32086 | NC | Charitable | $3,000 |
| Bartram Trail High School PTO | ||||||
| 7399 Longleaf Pine Pkwy | St Johns | FL | 32259 | NC | Charitable | $3,000 |
| Betty Griffin Center | ||||||
| 2450 Old Moultrie Rd Ste 202 | St Augustine | FL | 32086 | NC | Charitable | $5,000 |
| St Johns Cares Inc | ||||||
| 450-106 State Rd 13 N 165 | St Johns | FL | 32259 | NC | Charitable | $3,000 |
| Philippine Jesuit Foundation | ||||||
| PO Box 312 | New York | NY | 10028 | NC | Charitable | $12,000 |
| United Cajun Navy | ||||||
| 2053 W Magna Carta Pl | Baton Rouge | LA | 70815 | NC | Charitable | $10,000 |
| Feeding Northeast Florida | ||||||
| 5245 Old Kings Rd | Jacksonville | FL | 32254 | NC | Charitable | $5,000 |
| Three Grains of Rice Missions | ||||||
| PO Box 600664 | Jacksonville | FL | 32260 | NC | Charitable | $10,000 |
| Freedom Crossing Academy | ||||||
| 1365 Shetland Dr | St Johns | FL | 32259 | NC | Charitable | $5,000 |
| Foster Closet | ||||||
| 7707 Merrill Rd Unit 8207 | Jacksonville | FL | 32277 | NC | Charitable | $2,500 |
| LJD Jewish Family & Community Services | ||||||
| 8540 Baycenter Rd | Jacksonville | FL | 32256 | NC | Charitable | $5,000 |
| BEAM | ||||||
| 850 6th Ave S Ste 400 | Jacksonville Beach | FL | 32250 | NC | Charitable | $5,000 |
| Boys and Girls Clubs of Northeast Florida | ||||||
| PO Box 2059 | Jacksonville | FL | 32203 | NC | Charitable | $5,000 |
| DonorsChoose | ||||||
| 134 W 37th St 11th Flr | New York | NY | 10018 | NC | Charitable | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $360,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $155,948 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $155,948 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $155,948 | 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 | $1,475 | Amt |
| Net Investment Income | $1,475 | NetInvestmentIncomeAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Mutual Funds | CategoryOrItemTxt |
| Book Value | $6,057,792 | BookValueAmt |
| EOYFMV | $7,343,311 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain/(Loss) in Investments | Desc |
| Amt | -$11,285 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Travelers Insurance Insurance | CategoryTxt |
| Amt | $2,022 | Amt |
| Net Investment Income | $2,022 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CA Attorney General Fee | $100 | $100 |
| Foreign Taxes | $888 | $888 |
| Federal Income Tax | $12,560 | $12,560 |