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LUCERO FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
LUCERO FAMILY FOUNDATION (EIN 94-3312562)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-07-05
IRS object ID
202301869349100715
Schema version
2022v5.0
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)
Return2023-07-05T13:56:51-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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 TitleVICE PRESID/DIRECTORPersonTitleTxt
Phone6505792810PhoneNum
Signature2023-06-14SignatureDt

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
Preparation2023-06-14PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$141,538FMVAssetsEOYAmt
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$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$10InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$1,929DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,929DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,929DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$5NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,944TotalRevAndExpnssAmt
Total Net Invst Incm$1,944TotalNetInvstIncmAmt
Total Adj Net Incm$1,939TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$9,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$9,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,175AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,075AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$16TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$10,191TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,075TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,191TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,075TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$16,247ExcessRevenueOverExpensesAmt
Net Investment Income$1,944NetInvestmentIncomeAmt
Adjusted Net Income$1,939AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,953CashBOYAmt
Cash EOY$4,727CashEOYAmt
Cash EOYFMV$4,727CashEOYFMVAmt
Sav And Temp Cash Invst BOY$148,707SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$3,192OtherInvestmentsBOYAmt
Other Investments EOY$135,808OtherInvestmentsEOYAmt
Other Investments EOYFMV$136,808OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$5,973LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,973LandBldgEquipAccumDeprecAmt
Total Assets BOY$156,852TotalAssetsBOYAmt
Total Assets EOY$140,538TotalAssetsEOYAmt
Total Assets EOYFMV$141,538TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$316,458CapitalStockBOYAmt
Capital Stock EOY$316,458CapitalStockEOYAmt
Retained Earning BOY-$159,606RetainedEarningBOYAmt
Retained Earning EOY-$175,920RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$156,852TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$140,538TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$156,852TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$140,538TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$156,852TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$16,247ExcessRevenueOverExpensesAmt
Subtotal$140,605SubtotalAmt
Other Decreases$67OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$140,538TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$5CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$27InvestmentIncomeExciseTaxAmt
Subtotal$27SubtotalAmt
Tax Based On Investment Income$27TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$27ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$27TotalPaymentsAndCreditsAmt

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
FERN LUCERO
1125 GRAND STREDWOOD CITYCA94061PRESIDENT000.00$0$0$0
LAURIE LUCERO OGG
3820 BAY HILL RDBODEGA BAYCA94923SECY /DIRECT000.00$3,000$0$0
ANN LUCERO
1125 GRAND STREDWOOD CITYCA94061VICE PRESID/000.00$3,000$0$0
JOHN LUCERO
PO BOX 775LONG KEYFL33301TREASURER/DI000.00$3,000$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$18,191Expenses1Amt

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$66,500AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$74,355AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$144,855TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$144,855AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,173CashDeemedCharitableAmt
Net Vl Noncharitable Assets$142,682NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,134MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,134MinimumInvestmentReturnAmt
Tax Based On Investment Income$27TaxBasedOnInvestmentIncomeAmt
Total Tax$27TotalTaxAmt
Distributable Before Adj$7,107DistributableBeforeAdjAmt
Distributable Before Ded$7,107DistributableBeforeDedAmt
Distributable As Adjusted$7,107DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,075ExpensesAndContributionsAmt
Qualifying Distributions$18,075QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,107DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$5,514ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$8,300ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,300ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$12,101ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$32,215TotalExcessDistributionCyovAmt
Qualifying Distributions$18,075QualifyingDistributionsAmt
Applied To Current Year$7,107AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,968RemainingDistriFromCorpusAmt
Total Corpus$43,183TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$5,514ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$37,669ExcessDistriCyovToNextYrAmt
Excess From Year4$8,300ExcessFromYear4Amt
Excess From Year3$6,300ExcessFromYear3Amt
Excess From Year1$12,101ExcessFromYear1Amt
Excess From Current Year$10,968ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SSU ACADEMIC FOUNDATION
SSU ACADEMIC FOUNDATION1801 E COTATI AVE1801 E COTATI AVEROHNERT PARKCA94928DONATION$2,000
DIVINE REDEEMER SCHOOL
DIVINE REDEEMER SCHOOL901 N LOGAN901 N LOGANCOLORADO SPRINGSCO80909DONATION$750
SKILLS PLUS
SKILLS PLUS1840 BENTON ST1840 BENTON STSANTA CLARACA95050DONATION$1,000
ADAMS STATE COLLEGE
ADAMS STATE COLLEGE208 EDGEMONT BLVD208 EDGEMONT BLVDALAMOSACO81101DONATION$1,000
CHRIST THE KING MONTESSORI SCHOOL
CHRIST THE KING MONTESSORI SCHOOL505 10TH AVE NW505 10TH AVE NWMANDANND58554DONATION$750
REDWOOD CITY SCHOOL DISTRICT
REDWOOD CITY SCHOOL DISTRICT750 BRADFORD ST750 BRADFORD STREDWOOD CITYCA94063DONATION$1,000
CAPUCHINO HS
CAPUCHINO HS1501 MAGNOLIA AVE1501 MAGNOLIA AVESAN BRUNOCA94066DONATION$750
UKRANIAN CATHOLIC EDUCATION FDN
UKRANIAN CATHOLIC EDUCATION FDN2247 W CHICAGO AVE2247 W CHICAGO AVECHICAGOIL60622DONATION$750
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,929ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$5ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,944ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,944TotalIncomeProducingActyAmt

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$1,175Amt
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$132,808$132,808
CRYPTOAT COST$3,000$4,000

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$67Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL$1
STATE FILING FEES$15

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