NAECKER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NAECKER FAMILY FOUNDATION (EIN 82-3744801)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349109132
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T18:06:13-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953911069 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Randi Bach CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15838 Magnolia Blvd | AddressLine1Txt |
| City | Encino | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823744801 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAECKER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NAEC | BusinessNameControlTxt |
| Phone | 6267942731 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 E WOODBURY ROAD | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY P NAECKER | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6267942731 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NANCY P | PersonFirstNm |
| Person Last | NAECKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RANDI BACH CPA | PreparerPersonNm |
| PTIN | P01436058 | PTIN |
| Phone | 8187893550 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,894,466 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,284,532 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $962 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $962 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $118,753 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,753 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $209,822 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,606,813 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $209,822 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,614,069 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $329,537 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,200 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $12,848 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $10,645 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $28,693 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $172,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $172,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $200,693 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $172,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,413,376 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $329,537 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,595 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,387,027 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,387,027 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $518,965 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $518,965 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $239,226 | CorporateStockBOYAmt |
| Corporate Stock EOY | $195,241 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $40,347 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,189,501 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,760,465 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,948,127 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,448,322 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,861,698 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,894,466 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,448,322 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,861,698 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,448,322 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,861,698 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,448,322 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,861,698 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,448,322 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,413,376 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,861,698 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,861,698 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 7997.600 SH AXONIC STRATEGIC INCOME I | P | 2021-09-10 | 2022-06-14 | $73,634 | $80,000 | -$6,366 | -$6,366 |
| 614 SH INVESCO EXCHANGE TRADED FD TR S&P 500 | P | 2022-01-24 | 2022-09-26 | $79,068 | $92,470 | -$13,402 | -$13,402 |
| 781 SH VANGUARD FTSE DEVELOPED MKTS ETF | P | 2021-12-28 | 2022-01-24 | $37,714 | $40,010 | -$2,296 | -$2,296 |
| 2158 SH VANGUARD INT-TERM CORP ETF | P | 2021-12-31 | 2022-06-23 | $172,577 | $200,542 | -$27,965 | -$27,965 |
| 4506.877 SH ADVISORS SERIES TRUST SEMPER MBS TTL RET | P | 2020-09-16 | 2022-06-14 | $39,276 | $40,000 | -$724 | -$724 |
| 841.220 SH AMERICAN BEACON DEVELOPING WORLD INCOME | P | 2018-01-08 | 2022-07-14 | $5,417 | $7,940 | -$2,523 | -$2,523 |
| 3553.422 SH ANGEL OAK FDS TR MULTI-STRAT INCOME INST | P | 2018-01-08 | 2022-06-14 | $33,805 | $40,000 | -$6,195 | -$6,195 |
| 857.855 SH FIDELITY INVESTMENS NEW MKTS INCOME I | P | 2018-01-08 | 2022-07-14 | $9,455 | $14,000 | -$4,545 | -$4,545 |
| 3065.158 SH MFS FUNDS INTL VALUE I | P | 2001-01-01 | 2022-01-24 | $157,127 | $108,253 | $48,874 | $48,874 |
| 571 SH SPDR S&P 500 ETF TRUST | P | 2020-03-23 | 2022-01-24 | $245,515 | $126,149 | $119,366 | $119,366 |
| 456 SH SPDR S&P 500 ETF TRUST | P | 2020-03-23 | 2022-03-02 | $200,291 | $100,743 | $99,548 | $99,548 |
| 251 SH SPDR S&P 500 ETF TRUST | P | 2020-03-23 | 2022-12-06 | $98,860 | $55,453 | $43,407 | $43,407 |
| 8078 SH TEMPLETON GLOBAL INCOME FD | P | 2020-03-27 | 2022-07-14 | $35,784 | $38,314 | -$2,530 | -$2,530 |
| 1463.844 SH FRANKLIN TEMPLETON GLOBAL TOTAL RET ADV | P | 2018-01-08 | 2022-07-14 | $10,252 | $15,809 | -$5,557 | -$5,557 |
| 230 SH VANGUARD FTSE DEVELOPED MKTS ETF | P | 2020-10-09 | 2022-01-24 | $11,107 | $9,715 | $1,392 | $1,392 |
| 379 SH VANGUARD INT-TERM CORP ETF | P | 2001-01-01 | 2022-06-23 | $30,310 | $36,764 | -$6,454 | -$6,454 |
| 2528 SH VANGUARD INT-TERM CORP ETF | P | 2001-01-01 | 2022-09-23 | $193,817 | $243,253 | -$49,436 | -$49,436 |
| 220 SH VANGUARD S&P 500 ETF | P | 2019-09-16 | 2022-03-24 | $90,873 | $60,680 | $30,193 | $30,193 |
| 8493.207 SH VOYA FUNDS SECURITIZED CREDIT I | P | 2001-01-01 | 2022-06-23 | $78,793 | $83,758 | -$4,965 | -$4,965 |
| PRINCIPAL - GRAYSCALE BITCOIN TRUST | P | 2001-01-01 | 2022-01-04 | $2,503 | $2,503 | ||
| PRINCIPAL - ISHARES GOLD TRUST ISHARES ETF | P | 2001-01-01 | 2022-01-31 | $543 | $543 | ||
| PRINCIPAL - ISHARES SILVER TRUST ISHARES ETF | P | 2001-01-01 | 2022-01-31 | $92 | $92 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $209,822 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$50,029 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,581 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,581 | SubtotalAmt |
| Tax Based On Investment Income | $4,581 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,850 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,850 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $731 | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY P NAECKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6267942731 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 E WOODBURY ROAD | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91104 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PHILIP A NAECKER | ||||||
| 1115 E WOODBURY ROAD | PASADENA | CA | 91104 | Trustee | 1.00 | $0 |
| NANCY P NAECKER | ||||||
| 1115 E WOODBURY ROAD | PASADENA | CA | 91104 | Trustee | 1.00 | $0 |
| JEFFREY K NAECKER | ||||||
| 1115 E WOODBURY ROAD | PASADENA | CA | 91104 | Trustee | 0.50 | $0 |
| BENJAMIN N NAECKER | ||||||
| 1115 E WOODBURY ROAD | PASADENA | CA | 91104 | Trustee | 0.50 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION MADE GRANTS TO SOUTHERN POVERTY LAW CENTER,YOSEMITE CONSERVANCY, WORLD CENTRAL KITCHEN, SAMARITAN HOUSE, ACLU FOUNDATION AND RAINFOREST TRUST - CHARITABLE ORGANIZATIONS THAT ARE TAX EXEMPT UNDER SECTION 501(C)(3) OF THE CODE AND THAT QUALIFY AS PUBLIC CHARITIES UNDER SECTION 509 OF THE CODE. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,866,611 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $177,579 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,044,190 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,044,190 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,663 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,983,527 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $199,176 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $199,176 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,581 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,581 | TotalTaxAmt |
| Distributable Before Adj | $194,595 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $194,595 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $194,595 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $172,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $172,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $194,595 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $171,621 | UndistributedIncomePYAmt |
| Qualifying Distributions | $172,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $171,621 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $379 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $194,216 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILIP A NAECKER | ContributingManagerNm |
| Contributing Manager | NANCY P NAECKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| SOUTHERN POVERTY LAW CENTER | |||||
| 4000 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | FURTHER TAX-EXEMPTPURPOSE OF CHARITY | $25,000 |
| YOSEMITE CONSERVANCY | |||||
| 101 MONTGOMERY STREET SUITE 1700 | SAN FRANCISCO | CA | 94104 | FURTHER TAX-EXEMPT PURPOSE OF CHARITY | $102,000 |
| WORLD CENTRAL KITCHEN | |||||
| 655 NEW YORK AVE NW 6TH FLOOR | WASHINGTON | DC | 20001 | FURTHER TAX-EXEMPTPURPOSE OF CHARITY | $10,000 |
| SARARITAN HOUSE | |||||
| 4031 PACIFIC BOULEVARD | SAN MATEO | CA | 94403 | FURTHER TAX-EXEMPTPURPOSE OF CHARITY | $15,000 |
| ACLU FOUNDATION | |||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | FURTHER TAX-EXEMPT PURPOSE OF CHARITY | $10,000 |
| RAINFOREST TRUST | |||||
| PO BOX 841 | WARRENTON | VA | 20188 | FURTHER TAX-EXEMPT PURPOSE OF CHARITY | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $172,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $962 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $118,753 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $209,822 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $329,537 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $329,537 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 348 | LineNumberTxt |
| Relationship Statement | THE FOUNDATION MADE GRANTS TO SOUTHERN POVERTY LAW CENTER, YOSEMITE CONSERVANCY, WORLD CENTRAL KITCHEN, SAMARITAN HOUSE, ACLU FOUNDATION AND RAINFOREST TRUST - CHARITABLE ORGANIZATIONS THAT ARE TAX EXEMPT UNDER SECTION 501(C)(3) OF THE CODE AND THAT QUALIFY AS PUBLIC CHARITIES UNDER SECTION 509 OF THE CODE. | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PHILIP NANCY NAECKER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 E WOODBURY ROAD | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,284,532 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED FUNDS | NoncashPropertyDesc |
| Fair Market Value | $784,532 | FairMarketValueAmt |
| Received | 2022-12-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 4867 SH GRAYSCALE BITCOIN | StockNm |
| EOY Book Value | $195,241 | EOYBookValueAmt |
| EOYFMV | $40,347 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $518,965 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $518,965 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS & EXCHANGE TRADED FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,760,465 | BookValueAmt |
| EOYFMV | $3,948,127 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $12,848 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP NANCY NAECKER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 E WOODBURY ROAD | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91104 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAXES WITHHELD ON MUTUAL FUNDS | $2,498 |
| REGISTRY OF CHARITABLE TRUSTS | $200 |
| UNITED STATES TREASURY EXCISE TAX | $7,947 |
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