2022-11-12T15:18:50-08:00 2021-12-31 953911069 Randi Bach CPA 15838 Magnolia Blvd Encino CA 91436 990PF 2021-01-01 823744801 NAECKER FAMILY FOUNDATION NAEC 6267942731 1115 E WOODBURY ROAD PASADENA CA 91104 NANCY P NAECKER Trustee 6267942731 2022-11-12 true NANCY P NAECKER XXX-XX-XXXX RANDI BACH CPA P01436058 8187893550 X 2 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z X 4450435 X 996563 1014 1014 68529 68529 225223 641328 225223 13663 1291329 294766 13663 14 10268 5212 15494 0 0 101000 101000 116494 0 101000 1174835 294766 13663 69529 19595 19595 79996 346227 239226 208620 2777735 4189501 4222220 3273487 4448322 4450435 0 X 3273487 4448322 3273487 4448322 3273487 4448322 3273487 1174835 4448322 4448322 179 SH VANGUARD S&P 500 ETF P 2021-03-12 2021-12-28 78425 64762 13663 13663 2298 SH FEDERATED HERMES INC P 2017-03-30 2021-03-12 71410 59980 11430 11430 2147.919 SH OAKMARK FUNDS INTL INVESTOR P 2019-02-20 2021-02-10 59132 48564 10568 10568 997.838 SH MFS FUNDS INTL VALUE I P 2001-01-01 2021-09-10 60046 36905 23141 23141 419 SH SPDR S&P 500 ETF TRUST P 2020-03-23 2021-12-31 199338 92569 106769 106769 80000 UNITED STATES TREASURY NOTE P 2019-02-25 2021-02-28 80000 79995 5 5 49 SH VANGUARD S&P 500 ETF P 2001-01-01 2021-12-28 21468 15309 6159 6159 1044 SH GRAYSCALE BITCOIN TRUST P 2019-09-16 2021-02-10 47452 12936 34516 34516 PRINCIPAL - GRAYSCALE BITCOIN TRUST P 2001-01-01 2021-01-08 4436 4436 PRINCIPAL - ISHARES GOLD TRUST P 2001-01-01 2021-01-31 178 178 PRINCIPAL - ISHARES GOLD TRUST ISHARES ETF P 2001-01-01 2021-05-31 364 364 PRINCIPAL - ISHARES SILVER TRUST ISHARES ETF P 2001-01-01 2021-01-31 107 107 Capital Gain Dividends 18972 225223 13663 4097 4097 4097 X 4097 0 false false false false false false false true true CA true false true false false true N/A NANCY P NAECKER 6267942731 1115 E WOODBURY ROAD PASADENA CA 91104 false false false false false false false false false false false false false false false false false false false false false false 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 NONE NONE THE FOUNDATION MADE GRANTS TO SOUTHERN POVERTY LAW CENTER,YOSEMITE CONSERVANCY, WORLD CENTRAL KITCHEN, AND SAMARITAN HOUSE - 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. 0 3542057 26936 0 3568993 0 3568993 53535 3515458 175773 175773 4097 4097 171676 171676 171676 101000 101000 171676 100945 101000 100945 0 55 171621 PHILIP A NAECKER NANCY P NAECKER X SOUTHERN POVERTY LAW CENTER 4000 WASHINGTON AVENUE MONTGOMERY AL 36104 FURTHER TAX-EXEMPTPURPOSE OF CHARITY 60000 YOSEMITE CONSERVANCY 101 MONTGOMERY STREET SUITE 1700 SAN FRANCISCO CA 94104 FURTHER TAX-EXEMPT PURPOSE OF CHARITY 11000 WORLD CENTRAL KITCHEN 655 NEW YORK AVE NW 6TH FLOOR WASHINGTON DC 20001 FURTHER TAX-EXEMPTPURPOSE OF CHARITY 15000 SARARITAN HOUSE 4031 PACIFIC BOULEVARD SAN MATEO CA 94403 FURTHER TAX-EXEMPTPURPOSE OF CHARITY 15000 101000 1014 68529 225223 294766 294766 348 THE FOUNDATION MADE GRANTS TO SOUTHERN POVERTY LAW CENTER, YOSEMITE CONSERVANCY, WORLD CENTRAL KITCHEN, AND SAMARITAN HOUSE - 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. false false false false false false false false false false X X 1 PHILIP NANCY NAECKER 1115 E WOODBURY ROAD PASADENA CA 91104 996563 X 1 PUBLICLY TRADED FUNDS 996563 2021-10-06 2298 SH FEDERATED INVESTORS 7431 SH GRAYSCALE BITCOIN 8078 SH TEMPLETON GLOBAL INCOME FD 43985 41925 4867 SH GRAYSCALE BITCOIN 195241 166695 MUTUAL FUNDS & EXCHANGE TRADED FUNDS AT COST 4189501 4222220 LEGAL CONSULTATION 14 0 0 0 MANAGEMENT FEES 10268 0 0 0 PHILIP NANCY NAECKER 1115 E WOODBURY ROAD PASADENA CA 91104 FOREIGN TAXES WITHHELD ON MUTUAL FUNDS 2112 FRANCHISE TAX BOARD 25 REGISTRY OF CHARITABLE TRUSTS 150 UNITED STATES TREASURY EXCISE TAX 2925