ACACIA FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ACACIA FOUNDATION (EIN 95-4585686)
- Tax period
- 2021-06-01 to 2022-05-31
- Filed
- 2022-09-22
- IRS object ID
- 202222659349100322
- Schema version
- 2021v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-22T19:14:02-07:00 | ReturnTs |
| Tax Period End | 2022-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954885412 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eugene Lewis & Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 E Foothill Blvd Suite 100 | AddressLine1Txt |
| City | Arcadia | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954585686 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACACIA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACAC | BusinessNameControlTxt |
| Phone | 6264629280 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 E FOOTHILL BLVD 1st FLOOR | AddressLine1Txt |
| City | ARCADIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN T LEWIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6264629280 | PhoneNum |
| Signature | 2022-09-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | LEWIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Wade E Stevens | PreparerPersonNm |
| PTIN | P01750790 | PTIN |
| Phone | 6264629280 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,091,599 | 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 | $404,551 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $0 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $45,514 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,514 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $330,611 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $378,759 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $330,611 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $780,676 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $376,125 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $10,230 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,184 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,046 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $45,143 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,143 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $255 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $255 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,628 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,327 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,301 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $340,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $340,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $395,628 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,327 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $382,301 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $385,048 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $362,798 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,985 | CashBOYAmt |
| Cash EOY | $29,364 | CashEOYAmt |
| Cash EOYFMV | $29,364 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $24,508 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,475 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,475 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Bonds BOY | $1,769,212 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,754,374 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,992,760 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $6,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,813,705 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,853,213 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,091,599 | 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 |
| Capital Stock BOY | $1,813,705 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,853,213 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,813,705 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,853,213 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,813,705 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,853,213 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,813,705 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $385,048 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,198,753 | SubtotalAmt |
| Other Decreases | $345,540 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,853,213 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $378,299 | $0 | $48,148 | $330,151 | $0 | $0 | $0 | $330,151 | |||
| CAPITAL GAIN DISTRIBUTIONS | $460 | $0 | $0 | $460 | $0 | $0 | $0 | $460 | P | 2021-05-31 | 2022-05-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $330,611 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,043 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,043 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,043 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,000 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$11,000 | OriginalReturnOverpaymentAmt |
| Overpayment | $5,957 | OverpaymentAmt |
| Applied To ES Tax | $5,957 | 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EUGENE LEWIS & ASSOCIATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6264629280 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 E FOOTHILL BLVD FIRST FLOOR | AddressLine1Txt |
| City | ARCADIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91006 | 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 |
|---|---|---|---|---|---|---|---|---|
| JUDY CHANDLER WEBB | ||||||||
| 44 E FOOTHILL BLVD 1st FLOOR | ARCADIA | CA | 91006 | TRUSTEE | 15.00 | $0 | $0 | $0 |
| SCOTT HASKINS | ||||||||
| 44 E FOOTHILL BLVD 1st FLOOR | ARCADIA | CA | 91006 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| ELIZA HASKINS KOEPPEL | ||||||||
| 44 E FOOTHILL BLVD 1st FLOOR | ARCADIA | CA | 91006 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| JOHN C HASKINS | ||||||||
| 44 E FOOTHILL BLVD 1st FLOOR | ARCADIA | CA | 91006 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| JOHN T LEWIS | ||||||||
| 44 E FOOTHILL BLVD 1st FLOOR | ARCADIA | CA | 91006 | TRUSTEE | 15.00 | $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 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,120,515 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $121,050 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,926 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,252,491 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,252,491 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,787 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,218,704 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,935 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,935 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,043 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,043 | TotalTaxAmt |
| Distributable Before Adj | $105,892 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $105,892 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $105,892 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $382,301 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $382,301 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $105,892 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $86,262 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $87,590 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,484 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $161,590 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $355,595 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $695,521 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $382,301 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $105,892 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $276,409 | RemainingDistriFromCorpusAmt |
| Total Corpus | $971,930 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $86,262 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $885,668 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $87,590 | ExcessFromYear4Amt |
| Excess From Year3 | $4,484 | ExcessFromYear3Amt |
| Excess From Year2 | $161,590 | ExcessFromYear2Amt |
| Excess From Year1 | $355,595 | ExcessFromYear1Amt |
| Excess From Current Year | $276,409 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JUDY CHANDLER WEBB | ContributingManagerNm |
| Contributing Manager | JOHN HASKINS | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NOT APPLICABLE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NOT APPLICABLE | AddressLine1Txt |
| City | Arcadia | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 0123456789 | RecipientPhoneNum |
| Form And Info And Materials | NOT APPLICABLE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOT APPLICABLE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NOT APPLICABLE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FOOTPRINT PROJECT | ||||||
| 1717 BROADWAY STREET NORTHEAST | MINNEAPOLIS | MN | 55413 | PC | GENERAL SUPPORT | $50,000 |
| FRIENDS OF CAMP SEA LAB | ||||||
| PO BOX 1598 | MARINA | CA | 93933 | PC | EDUCATION CAMP SUPPORT | $15,000 |
| BELVEDERE TIBORON LIBRARY | ||||||
| PO BOX 483 | TIBURON | CA | 94920 | PC | GENERAL SUPPORT | $25,000 |
| UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER | ||||||
| 1515 HOLCOMBE BLVD UNIT 1422 | HOUSTON | TX | 77030 | PC | GENERAL SUPPORT | $100,000 |
| UCSF FOUNDATION | ||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | PC | UCSF GYNECOLOGICAL ONCOLOGY DIVISION'STISSUE BANK | $50,000 |
| LELAND STANFORD JUNIOR UNIVERSITY | ||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | PC | DEPT. OF RADIATION ONCOLOGY | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $340,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,514 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $330,151 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $375,665 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $375,665 | 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 | N/A | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JUDY WEBB | |||||||
| 1 | 1100 LARKSPUR LANDING CIRCLE SUITE | Larkspur | CA | 94939 | $56,832 | Yes (X) | Yes (X) |
| JUDY WEBB | |||||||
| 2 | 1100 LARKSPUR LANDING CIRCLE SUITE | Larkspur | CA | 94939 | $327,718 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 177 shs of Microsoft Corp | $56,832 | 2021-12-17 |
| 2 | 1,910 shs of Apple Inc | $327,718 | 2021-12-17 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EUGENE LEWIS & ASSOCIATES ACCOUNTING | CategoryTxt |
| Amt | $10,230 | Amt |
| Net Investment Income | $8,184 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,046 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CITIBANK CUSTODIAL A/C SEE ATTACHED SCHEDULE | BondNm |
| EOY Book Value | $1,754,374 | EOYBookValueAmt |
| EOYFMV | $1,992,760 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| BOY Book Value | $6,000 | BOYBookValueAmt |
| EOY Book Value | $11,000 | EOYBookValueAmt |
| EOYFMV | $11,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| EXCISE TAX | $9,136 |
| FMV OF ASSETS RECIEVED IN EXCESS OF BASIS | $336,402 |
| ROUNDING | $2 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $225 | $0 | $0 | $225 |
| BANK CHARGES | $30 | $0 | $0 | $30 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $0 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FIERA CAPITAL INVESTMENT COUNSEL | $4,487 | $4,487 | $0 |
| CITIGROUP CUSTODIAL SERVICES | $656 | $656 | $0 |
| ROCKEFELLER PHILANTHROPY ADVISORS ADVISORY SERVICES | $40,000 | $0 | $40,000 |