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FOUNDATION FOR PETALUMA PUBLIC WALDORF: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR PETALUMA PUBLIC WALDORF (EIN 68-0469315)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-16
IRS object ID
202231369349207933
Schema version
2020v4.0
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)
Return2022-05-16T16:03:29-07:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202124886PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1VM ACCOUNTING SERVICESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11101 COLLEGE AVE SUITE 240AddressLine1Txt
CitySANTA ROSACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95404ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680469315EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LIVE OAK CHARTER SCHOOL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLIVEBusinessNameControlTxt
Phone7077629020PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2054AddressLine1Txt
CityPETALUMACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94953ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonC JENSENPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2022-05-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCPersonFirstNm
Person LastJENSENPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonVICTORIA MWANGIPreparerPersonNm
PTINP00129278PTIN
Phone7075424465PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.liveoakfoundation.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$185,513GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$145,996ContributionsGiftsGrantsEtcAmt
Investment Income$4InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$39,513FundraisingGrossIncomeAmt
Special Events Direct Expenses$1,015SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$38,498SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$184,498TotalRevenueAmt
Grants And Similar Amounts Paid$183,828GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$9,650FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$10,848OtherExpensesTotalAmt
Total Expenses$204,326TotalExpensesAmt
Excess Or Deficit For Year-$19,828ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$144,172NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$124,344NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$143,393BOYAmt
EOY$253,089EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$779BOYAmt
EOY$568EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$144,172BOYAmt
EOY$253,657EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$129,313EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$144,172BOYAmt
EOY$124,344EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeFUNDRAISING AND SUPPORT FOR LIVE OAK CHARTER SCHOOLPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomRAISED AND CONTRIBUTED FUNDS TO LIVE OAK CHARTER SCHOOL IN SUPPORT OF SCHOOL PROGRAMS FOR THE BENEFIT OF 293 STUDENTSDescriptionProgramSrvcAccomTxt
Grants And Allocations$188,569GrantsAndAllocationsAmt
Program Service Expenses$183,828ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$188,569TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
P MUNDY
CHAIR PERSON4.00$0
A ANDERSON
Secretary4.00$0
C JENSEN
Treasurer2.00$0
R BUNCE
CO-CHAIR2.00$0
N FOREMAN
Director2.00$0
D FOX
Director2.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonC JENSENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2054AddressLine1Txt
CityPETALUMACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94953ZIPCd
FieldValueIRS element (for citing)
Phone7077629020PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1LIVE OAK CHARTER SCHOOLBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN680469314EIN
Organization Type2OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$183,828SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$183,828SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1AUCTION EVENTEvent1Nm
Gross Receipts Event1$59,971GrossReceiptsEvent1Amt
Charitable Contri Event1$20,458CharitableContriEvent1Amt
Gross Revenue Event1$39,513GrossRevenueEvent1Amt
Non Cash Prizes Event1$915NonCashPrizesEvent1Amt
Other Direct Expenses Event1$100OtherDirectExpensesEvent1Amt
Gross Receipts Total$59,971GrossReceiptsTotalAmt
Charitable Contributions Tot$20,458CharitableContributionsTotAmt
Gross Revenue Total Events$39,513GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$915NonCashPrizesTotalEventsAmt
Oth Direct Expnss Total Events$100OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$1,015DirectExpenseSummaryEventsAmt
Net Income Summary$38,498NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.1Class of Activity: general support | Donee's Name: LIVE OAKS CHARTER SCHO | Donee's Address: 100 GNOSS CONCOURSE PETALUMA CA 94952 | Cash Amount Given: $183828
Other Expenses.1002Office Expenses $3815
Other Expenses.1009Depreciation $311
Other Expenses.1CREDIT CARD FEES $4796
Other Expenses.2COVID SUPPORT $1186
Other Expenses.3ZOOM FOR CLASSROOMS $740
Other Assets.1002Furniture and Fixtures - Beginning $779 Furniture and Fixtures - Ending $468
Other Assets.1005Accounts Receivable - Beginning $0 Accounts Receivable - Ending $100
Total Liabilities.1001Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $129313

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