TEBO FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
TEBO FAMILY FOUNDATION (EIN 95-4834341)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-16
IRS object ID
202101369349100410
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)
Return2021-05-16T08:03:22-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN262708896PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RYDBERG & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1320 NEWPORT WAY NW SUITE CAddressLine1Txt
CityISSAQUAHCityNm
State AbbreviationWAStateAbbreviationCd
ZIP980273119ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954834341EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TEBO FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTEBOBusinessNameControlTxt
Phone3104706010PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1531 DRYAD ROADAddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90402ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHERYL L TEBOPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3105029502PhoneNum
Signature2021-05-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHERYL LPersonFirstNm
Person LastTEBOPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJASON B RYDBERG CPAPreparerPersonNm
PTINP00501313PTIN
Phone2062578865PhoneNum
Preparation2021-05-16PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$633,835FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$11,120DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,120DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$550NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$28,979GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$550CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$11,670TotalRevAndExpnssAmt
Total Net Invst Incm$11,670TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,125AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,125AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,995OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,498OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,497OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$4InterestRevAndExpnssAmt
Interest Net Invst Incm$4InterestNetInvstIncmAmt
Taxes Rev And Expnss$449TaxesRevAndExpnssAmt
Taxes Net Invst Incm$439TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$10TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,698TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,066TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,632TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$47,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$47,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$53,198TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,066TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$50,132TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$41,528ExcessRevenueOverExpensesAmt
Net Investment Income$8,604NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$17,543SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,953SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,953SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$358,295CorporateStockBOYAmt
Corporate Stock EOY$332,702CorporateStockEOYAmt
Corporate Stock EOYFMV$630,467CorporateStockEOYFMVAmt
Other Assets BOY$1,760OtherAssetsBOYAmt
Other Assets EOY$1,415OtherAssetsEOYAmt
Other Assets EOYFMV$1,415OtherAssetsEOYFMVAmt
Total Assets BOY$377,598TotalAssetsBOYAmt
Total Assets EOY$336,070TotalAssetsEOYAmt
Total Assets EOYFMV$633,835TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$377,598RetainedEarningBOYAmt
Retained Earning EOY$336,070RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$377,598TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$336,070TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$377,598TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$336,070TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$377,598TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$41,528ExcessRevenueOverExpensesAmt
Subtotal$336,070SubtotalAmt
Tot Net Ast Or Fund Balances EOY$336,070TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ISHARES TRUST RUSSELL 2000P2009-03-302020-11-23$100$24$76$76
ISHARES TRUST MSCI EAFEP2008-12-312020-11-23$5$3$2$2
ISHARES TRUST MSCI EAFEP2014-07-022020-12-08$2,810$2,684$126$126
ISHARES TRUST MSCI EAFEP2017-12-262020-12-08$1,580$1,527$53$53
ISHARES TRUST MSCI EAFEP2018-02-152020-12-08$20,717$20,430$287$287
ISHARES TRUST MSCI EAFEP2018-03-162020-12-08$3,767$3,761$6$6
FieldValueIRS element (for citing)
Capital Gain Net Income$550CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$120InvestmentIncomeExciseTaxAmt
Subtotal$120SubtotalAmt
Tax Based On Investment Income$120TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,036EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,036TotalPaymentsAndCreditsAmt
Overpayment$916OverpaymentAmt
Applied To ES Tax$916AppliedToESTaxAmt

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 BooksCHERYL L TEBOIndividualWithBooksNm
Phone3105029502PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1531 DRYAD ROADAddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90402ZIPCd
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 PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12015UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
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

FieldValueIRS element (for citing)
PersonCHERYL L TEBOPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1531 DRYAD ROADAddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90402ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

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$556,866AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,186AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$563,052TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$563,052AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,446CashDeemedCharitableAmt
Net Vl Noncharitable Assets$554,606NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,730MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,730MinimumInvestmentReturnAmt
Tax Based On Investment Income$120TaxBasedOnInvestmentIncomeAmt
Total Tax$120TotalTaxAmt
Distributable Before Adj$27,610DistributableBeforeAdjAmt
Distributable Before Ded$27,610DistributableBeforeDedAmt
Distributable As Adjusted$27,610DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,132ExpensesAndContributionsAmt
Qualifying Distributions$50,132QualifyingDistributionsAmt
Adjusted Qualifying Distri$50,132AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,610DistributableAsAdjustedAmt
Undistributed Income PY$2,873UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Total For Prior Years$1,245TotalForPriorYearsAmt
Qualifying Distributions$50,132QualifyingDistributionsAmt
Applied To Year1$2,873AppliedToYear1Amt
Applied To Current Year$27,610AppliedToCurrentYearAmt
Remaining Distri From Corpus$19,649RemainingDistriFromCorpusAmt
Total Corpus$19,649TotalCorpusAmt
Prior Year Undistributed Incm$1,245PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$1,245PriorYearDeficiencyOrTaxAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$19,649ExcessDistriCyovToNextYrAmt
Excess From Current Year$19,649ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHERYL L TEBORecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1531 DRYAD ROADAddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90401ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3104592283RecipientPhoneNum
Form And Info And MaterialsIN WRITING, DIRECTED TO CHERYL L. TEBO, TRUSTEE.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARCHER SCHOOL FOR GIRL'S
11725 SUNSET BLVDLOS ANGELESCA90049NONEPUBLIC CHRTYGENERAL BUDGET$30,000
THE RAPE FOUNDATION
1223 WILSHIRE BLVD 410SANTA MONICACA90403NONEPUBLIC CHRTYGENERAL BUDGET$10,000
UCLA FOUNDATION
10889 WILSHIRE BVLDLOS ANGELESCA90049NONEPUBLIC CHRTYGENERAL BUDGET$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$47,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,120ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$550ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$11,670ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,670TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,250Amt
Net Investment Income$1,125NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,125DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES TRUST MSCI EAFE INDEX FUND$121,271$158,615
ISHARES TRUST RUSSELL 2000 INDEX$12,562$37,840
STANDARD & POORS DEP RECEIPTS (NET)$108,858$340,231
ISHARES TRUST MSCI EMERGING MKTS$90,011$93,781

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$1,760BOYBookValueAmt
EOY Book Value$1,415EOYBookValueAmt
EOYFMV$1,415EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEE EXPENSECategoryTxt
Amt$2,995Amt
Net Investment Income$1,498NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,497DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$439$439
FRANCHISE TAX BOARD$10$10
EXCISE TAXES (DUE & ESTIMATES)

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