LUCERO FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LUCERO FAMILY FOUNDATION (EIN 94-3312562)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-28
IRS object ID
202441499349100119
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)
Return2024-05-28T14:50:24-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN841357300PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ESKEW & ASSOCIATES CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16625 DELMONICO DRAddressLine1Txt
CityCOLORADO SPRINGSCityNm
State AbbreviationCOStateAbbreviationCd
ZIP809191809ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943312562EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LUCERO FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLUCEBusinessNameControlTxt
Phone6505792810PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11125 GRAND STAddressLine1Txt
CityREDWOOD CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94061ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANN LUCEROPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2024-05-10SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANNPersonFirstNm
Person LastLUCEROPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRUCE L ESKEWPreparerPersonNm
PTINP00166033PTIN
Phone7196329855PhoneNum
Preparation2024-05-10PreparationDt
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$126,587FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$5,948DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,948DividendsNetInvstIncmAmt
Dividends Adj Net Incm$5,948DividendsAdjNetIncmAmt
Total Rev And Expnss$5,948TotalRevAndExpnssAmt
Total Net Invst Incm$5,948TotalNetInvstIncmAmt
Total Adj Net Incm$5,948TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$6,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$6,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,075AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,075AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$52TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$7,127TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,075TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,127TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$14,075TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,179ExcessRevenueOverExpensesAmt
Net Investment Income$5,948NetInvestmentIncomeAmt
Adjusted Net Income$5,948AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,727CashBOYAmt
Cash EOY$9,802CashEOYAmt
Cash EOYFMV$9,802CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$135,808OtherInvestmentsBOYAmt
Other Investments EOY$116,782OtherInvestmentsEOYAmt
Other Investments EOYFMV$116,782OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$5,973LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,973LandBldgEquipAccumDeprecAmt
Total Assets BOY$140,538TotalAssetsBOYAmt
Total Assets EOY$126,587TotalAssetsEOYAmt
Total Assets EOYFMV$126,587TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$316,458CapitalStockBOYAmt
Capital Stock EOY$316,458CapitalStockEOYAmt
Retained Earning BOY-$175,920RetainedEarningBOYAmt
Retained Earning EOY-$189,871RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$140,538TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$126,587TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$140,538TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$126,587TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$140,538TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,179ExcessRevenueOverExpensesAmt
Subtotal$132,359SubtotalAmt
Other Decreases$5,772OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$126,587TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$83InvestmentIncomeExciseTaxAmt
Subtotal$83SubtotalAmt
Tax Based On Investment Income$83TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$83ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$83TotalPaymentsAndCreditsAmt

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 BooksANN LUCEROIndividualWithBooksNm
Phone6505792810PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11125 GRAND STAddressLine1Txt
CityREDWOOD CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94061ZIPCd
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 PYfalseUndistributedIncomePYInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LAURIE LUCERO OGG
3820 BAY HILL RDBODEGA BAYCA94923CFO & TREASU000.00$3,000$0$0
ANN LUCERO
1125 GRAND STREDWOOD CITYCA94061PRESIDENT000.00$3,000$0$0
JILL LUCERO
PO BOX 696LA JARACO81140DIRECTOR000.00$0$0$0
MARGARITA LUCERO
PO BOX 183ANTONITOCO81120DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1FINANCIAL SUPPORT FOR GENERAL CHARITABLE ORGANIZATIONS BENEFITTING THE COMMUNITY, INCLUDING RELATED ADMINISTRATIVE EXPENSESDescription1Txt
Expenses1$14,075Expenses1Amt

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$123,293AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$3,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$126,296TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$126,296AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,894CashDeemedCharitableAmt
Net Vl Noncharitable Assets$124,402NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,220MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,220MinimumInvestmentReturnAmt
Tax Based On Investment Income$83TaxBasedOnInvestmentIncomeAmt
Total Tax$83TotalTaxAmt
Distributable Before Adj$6,137DistributableBeforeAdjAmt
Distributable Before Ded$6,137DistributableBeforeDedAmt
Distributable As Adjusted$6,137DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,075ExpensesAndContributionsAmt
Qualifying Distributions$14,075QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,137DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$8,300ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,300ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$12,101ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,968ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$37,669TotalExcessDistributionCyovAmt
Qualifying Distributions$14,075QualifyingDistributionsAmt
Applied To Current Year$6,137AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,938RemainingDistriFromCorpusAmt
Total Corpus$45,607TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$8,300ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$37,307ExcessDistriCyovToNextYrAmt
Excess From Year4$6,300ExcessFromYear4Amt
Excess From Year2$12,101ExcessFromYear2Amt
Excess From Year1$10,968ExcessFromYear1Amt
Excess From Current Year$7,938ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SONOMA STATE UNIV FOUNDATION
SONOMA STATE UNIV FOUNDATION1801 E COTATI AVE1801 E COTATI AVEROHNERT PARKCA94928CHARITABLE DONATION$1,000
ADAMS STATE COLLEGE FOUNDATION
ADAMS STATE COLLEGE FOUNDATION208 EDGEMONT BLVD208 EDGEMONT BLVDALAMOSACO81101CHARITABLE DONATION$3,000
REDWOOD CITY SCHOOL DISTRICT
REDWOOD CITY SCHOOL DISTRICT750 BRADFORD ST750 BRADFORD STREDWOOD CITYCA94063CHARITABLE DONATION$1,000
SONOMA STATE UNIVERSITY
SONOMA STATE UNIVERSITY1801 E COTATI AVE1801 E COTATI AVEROHNERT PARKCA94248CHARITABLE DONATION$1,000
ABILITY PATH
ABILITY PATH350 TWIN DOLPHIN DR350 TWIN DOLPHIN DRREDWOOD CITYCA94065CHARITABLE DONATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,948ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,948ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,948TotalIncomeProducingActyAmt

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)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,075Amt
Disbursements Charitable Prps$1,075DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWABAT COST$113,782$113,782
CRYPTOAT COST$3,000$3,000

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Cost Or Other Basis$5,973CostOrOtherBasisAmt
Accumulated Depreciation$5,973AccumulatedDepreciationAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFUND BALANCE ADJUSTMENTDesc
Amt$5,772Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL$27
STATE FILING FEES$25

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