TEBO FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
TEBO FAMILY FOUNDATION (EIN 95-4834341)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-28
IRS object ID
202411199349100101
Schema version
2023v5.0
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

FieldValueIRS element (for citing)
Return2024-04-28T10:12:41-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN262708896PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RYDBERG & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1320 NEWPORT WAY NW SUITE CAddressLine1Txt
CityISSAQUAHCityNm
State AbbreviationWAStateAbbreviationCd
ZIP980273119ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954834341EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TEBO FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTEBOBusinessNameControlTxt
Phone3104706010PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1531 DRYAD ROADAddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90402ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHERYL L TEBOPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3105029502PhoneNum
Signature2024-04-18SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHERYL LPersonFirstNm
Person LastTEBOPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJASON B RYDBERG CPAPreparerPersonNm
PTINP00501313PTIN
Phone2062578865PhoneNum
Preparation2024-04-28PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$610,932FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$127InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$127InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$12,785DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,785DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,506NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$14,756GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,506CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$23,418TotalRevAndExpnssAmt
Total Net Invst Incm$23,418TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,150AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,150AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,687OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,344OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,343OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$611TaxesRevAndExpnssAmt
Taxes Net Invst Incm$599TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$12TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,598TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,093TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,505TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$29,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$29,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$34,598TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,093TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$31,505TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,180ExcessRevenueOverExpensesAmt
Net Investment Income$20,325NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$27,037SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$20,192SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$20,192SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$291,749CorporateStockBOYAmt
Corporate Stock EOY$287,498CorporateStockEOYAmt
Corporate Stock EOYFMV$589,315CorporateStockEOYFMVAmt
Other Assets BOY$1,509OtherAssetsBOYAmt
Other Assets EOY$1,425OtherAssetsEOYAmt
Other Assets EOYFMV$1,425OtherAssetsEOYFMVAmt
Total Assets BOY$320,295TotalAssetsBOYAmt
Total Assets EOY$309,115TotalAssetsEOYAmt
Total Assets EOYFMV$610,932TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$320,295RetainedEarningBOYAmt
Retained Earning EOY$309,115RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$320,295TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$309,115TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$320,295TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$309,115TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$320,295TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,180ExcessRevenueOverExpensesAmt
Subtotal$309,115SubtotalAmt
Tot Net Ast Or Fund Balances EOY$309,115TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySPDR S&P 500 EFTPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2005-03-10AcquiredDt
Sold2023-06-01SoldDt
Gross Sales Price$14,756GrossSalesPriceAmt
Cost Or Other Basis$4,250CostOrOtherBasisAmt
Gain Or Loss$10,506GainOrLossAmt
Gains Minus Excess Or Losses$10,506GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$10,506CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$283InvestmentIncomeExciseTaxAmt
Subtotal$283SubtotalAmt
Tax Based On Investment Income$283TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,086EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,086TotalPaymentsAndCreditsAmt
Overpayment$803OverpaymentAmt
Applied To ES Tax$803AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksCHERYL L TEBOIndividualWithBooksNm
Phone3105029502PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1531 DRYAD ROADAddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90402ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12015UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCHERYL L TEBOPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1531 DRYAD ROADAddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90402ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$551,881AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$22,698AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$574,579TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$574,579AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,619CashDeemedCharitableAmt
Net Vl Noncharitable Assets$565,960NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,298MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,298MinimumInvestmentReturnAmt
Tax Based On Investment Income$283TaxBasedOnInvestmentIncomeAmt
Total Tax$283TotalTaxAmt
Distributable Before Adj$28,015DistributableBeforeAdjAmt
Distributable Before Ded$28,015DistributableBeforeDedAmt
Distributable As Adjusted$28,015DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$31,505ExpensesAndContributionsAmt
Qualifying Distributions$31,505QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$28,015DistributableAsAdjustedAmt
Prior Year12015PriorYear1Yr
Total For Prior Years$1,245TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$19,649ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$20,178ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,398ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$49,225TotalExcessDistributionCyovAmt
Qualifying Distributions$31,505QualifyingDistributionsAmt
Applied To Current Year$28,015AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,490RemainingDistriFromCorpusAmt
Total Corpus$52,715TotalCorpusAmt
Prior Year Undistributed Incm$1,245PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$1,245PriorYearDeficiencyOrTaxAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$52,715ExcessDistriCyovToNextYrAmt
Excess From Year3$19,649ExcessFromYear3Amt
Excess From Year2$20,178ExcessFromYear2Amt
Excess From Year1$9,398ExcessFromYear1Amt
Excess From Current Year$3,490ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHERYL L TEBORecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1531 DRYAD ROADAddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90401ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3104592283RecipientPhoneNum
Form And Info And MaterialsIN WRITING, DIRECTED TO CHERYL L. TEBO, TRUSTEE.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
PLANNED PARENTHOOD
400 WEST 30TH STLOS ANGELESCA90007NONEPUBLIC CHRTYGENERAL BUDGET$2,000
UCLA FOUNDATION - FREINDS OF SEMEL
10889 WILSHIRE BVLDLOS ANGELESCA90049NONEPUBLIC CHRTYGENERAL BUDGET$15,000
DIDI HIRSCH MENTAL HEALTH SERVICES
4760 S SEPULVEDA BLVDCULVER CITYCA90230NONEPUBLIC CHRTYGENERAL BUDGET$5,000
CHEYEMOYA AVE ELEM SCHOOL
6017 FRANKLIN AVELOS ANGELESCA90028NONEPUBLIC CHRTYGENERAL BUDGET$2,500
ACLU
1313 W 8TH STLOS ANGELESCA90017NONEPUBLIC CHRTYGENERAL BUDGET$2,000
ALZHEIMERS ASSOCIATION
225 N MICHIGAN AVECHICAGOIL60601NONEPUBLIC CHRTYGENERAL BUDGET$2,500FLOOR 17
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$29,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$127RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,785ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$10,506ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISC. INCOMEDesc

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$23,291ExclusionAmt
Related Or Exempt Function Incm$127RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,418TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,300Amt
Net Investment Income$1,150NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,150DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES TRUST MSCI EAFE INDEX FUND$102,240$141,206
ISHARES TRUST RUSSELL 2000 INDEX$6,178$20,071
STANDARD & POORS DEP RECEIPTS (NET)$89,064$355,057
ISHARES TRUST MSCI EMERGING MKTS$90,016$72,981

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$1,509BOYBookValueAmt
EOY Book Value$1,425EOYBookValueAmt
EOYFMV$1,425EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc
EXPENSES
MISC. EXPENSE

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEE EXPENSECategoryTxt
Amt$2,687Amt
Net Investment Income$1,344NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,343DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$586$586
FRANCHISE TAX BOARD$25$13$12
EXCISE TAXES (DUE & ESTIMATES)

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.