NAECKER FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NAECKER FAMILY FOUNDATION (EIN 82-3744801)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202123169349105102
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T15:05:14-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-12 | 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 |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,141,844 | 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 | $904,380 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,439 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,439 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,489 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,489 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $160,499 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,024,144 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $160,499 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $7,327 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,114,807 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $210,427 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,327 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $243 | LegalFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $6,151 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $5,987 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $12,381 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $77,381 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,037,426 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $210,427 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,327 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $967 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $69,529 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,529 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $109,994 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $79,996 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $80,285 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $88,997 | CorporateStockBOYAmt |
| Corporate Stock EOY | $346,227 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $348,610 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,036,103 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,777,735 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,643,420 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,236,061 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,273,487 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,141,844 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,236,061 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,236,061 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,273,487 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,236,061 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,273,487 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,236,061 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,037,426 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,273,487 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,273,487 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 5546.726 SH ASHMORE FUNDS EMRG MKTS SHORT DURATION | P | 2019-09-16 | 2020-03-27 | $32,757 | $50,000 | -$17,243 | -$17,243 |
| 1889.169 SH EATON VANCE FUNDS FLOATING RATE I | P | 2019-09-16 | 2020-03-18 | $14,326 | $16,725 | -$2,399 | -$2,399 |
| 498 SH GOLDMAN SACHS ETF TRUST EQUAL WEIGHT US | P | 2019-12-16 | 2020-03-27 | $18,941 | $25,119 | -$6,178 | -$6,178 |
| 1024 SH LATTICE STRATEGIES TR HARTFORD MLT ETF | P | 2019-12-16 | 2020-03-26 | $22,671 | $30,423 | -$7,752 | -$7,752 |
| 90 SH VANGUARD S&P 500 ETF | P | 2020-11-13 | 2020-12-04 | $30,518 | $29,568 | $950 | $950 |
| 2010 SH VOYA FUNDS SECURITIZED CREDIT I | P | 2019-09-16 | 2020-03-18 | $19,453 | $20,711 | -$1,258 | -$1,258 |
| 10531 SH ISHARES GOLD TRUST ISHARES ETF | P | 2020-01-01 | 2020-09-15 | $196,719 | $155,512 | $41,207 | $41,207 |
| 11278.312 SH INVESCO FUNDS STEELPATH MLP SELECT 40 | P | 2001-01-01 | 2020-11-13 | $45,879 | $52,256 | -$6,377 | -$6,377 |
| 3562.477 SH ADVISOR SER TR SEMPER MBS TTL RETURN I | P | 2018-01-08 | 2020-03-26 | $29,545 | $38,000 | -$8,455 | -$8,455 |
| 3322 SH DBX ETF TRUST XTRACK MSCI EAFE ETF | P | 2001-01-01 | 2020-07-30 | $100,053 | $91,959 | $8,094 | $8,094 |
| 239 SH DBX ETF TRUST XTRACK MSCI EAFE ETF | P | 2016-06-24 | 2020-12-08 | $8,056 | $5,722 | $2,334 | $2,334 |
| 1654.807 SH EATON VANCE FUNDS FLOATING RATE I | P | 2018-06-08 | 2020-03-18 | $12,549 | $15,000 | -$2,451 | -$2,451 |
| 1832.621 SH OAKMARK FUNDS INTL INVESTOR | P | 2019-02-20 | 2020-03-27 | $28,662 | $41,436 | -$12,774 | -$12,774 |
| 521 SH INVESCO EXCHANGE TRADED FD TR LIQ | P | 2015-03-31 | 2020-02-26 | $39,356 | $25,928 | $13,428 | $13,428 |
| 211 SH SPDR SERIES TRUST BLOOMBERG BRC INV ETF | P | 2018-06-08 | 2020-03-26 | $6,153 | $6,484 | -$331 | -$331 |
| 30000 UNITED STATES TREASURY NOTES | P | 2019-02-25 | 2020-03-18 | $30,541 | $29,998 | $543 | $543 |
| 319 SH WISDOMTREE TRUST JPN SCAP HDG EQT ETF | P | 2018-01-04 | 2020-03-26 | $11,039 | $15,143 | -$4,104 | -$4,104 |
| 490 SH WISDOMTREE TRUST EUR HDG SMALLCAP ETF | P | 2016-06-24 | 2020-07-30 | $13,191 | $11,106 | $2,085 | $2,085 |
| 1622 SH GRAYSCALE BITCOIN TRUST | P | 2019-09-16 | 2020-12-22 | $49,301 | $20,098 | $29,203 | $29,203 |
| 1520 SH GRAYSCALE BITCOIN TRUST | P | 2001-01-01 | 2020-12-31 | $48,769 | $18,840 | $29,929 | $29,929 |
| 170 SH ISHARES GOLD TRUST ISHARES ETF | P | 2016-12-30 | 2020-09-15 | $3,170 | $1,889 | $1,281 | $1,281 |
| 6949 SH ISHARES GOLD TRUST ISHARES ETF | P | 2016-12-30 | 2020-10-09 | $127,302 | $77,207 | $50,095 | $50,095 |
| 5522 SH ISHARES GOLD TRUST ISHARES ETF | P | 2016-12-30 | 2020-10-16 | $100,277 | $61,352 | $38,925 | $38,925 |
| 1102 SH ISHARES GOLD TRUST ISHARES ETF | P | 2016-12-30 | 2020-10-27 | $20,072 | $12,244 | $7,828 | $7,828 |
| 78 SH SPDR GOLD TRUST GOLD SHS ETF | P | 2018-01-26 | 2020-01-03 | $11,374 | $10,001 | $1,373 | $1,373 |
| PRINCIPAL - GRAYSCALE BITCOIN TRUST | P | 2001-01-01 | 2020-01-09 | $396 | $396 | ||
| PRINCIPAL - ISHARES GOLD TRUST ISHARES ETF | P | 2001-01-01 | 2020-01-31 | $490 | $490 | ||
| PRINCIPAL - ISHARES SILVER TRUST ISHARES ETF | P | 2001-01-01 | 2020-08-31 | $38 | $38 | ||
| Capital Gain Dividends | $2,546 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $160,499 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,327 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,925 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,925 | SubtotalAmt |
| Tax Based On Investment Income | $2,925 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $2,925 | TaxDueAmt |
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 ANDYOSEMITE CONSERVANCY - 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 | $2,147,046 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,211 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,177,257 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,177,257 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,659 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,144,598 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $107,230 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $107,230 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,925 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,925 | TotalTaxAmt |
| Distributable Before Adj | $104,305 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $104,305 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $104,305 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $65,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $65,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,305 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $61,640 | UndistributedIncomePYAmt |
| Qualifying Distributions | $65,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $61,640 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,360 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $100,945 | 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 (2 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 | $60,000 |
| YOSEMITE CONSERVANCY | |||||
| 101 MONTGOMERY STREET SUITE 1700 | SAN FRANCISCO | CA | 94104 | FURTHER TAX-EXEMPT PURPOSE OF CHARITY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,000 | 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 | $2,439 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $47,489 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $160,499 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $210,427 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $210,427 | 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 AND YOSEMITE CONSERVANCY - 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| PHILIP NANCY NAECKER | ||||||
| 1 | 1115 E WOODBURY ROAD | PASADENA | CA | 91104 | $484,407 | Yes (X) |
| PHILIP NANCY NAECKER | ||||||
| 2 | 1115 E WOODBURY ROAD | PASADENA | CA | 91104 | $419,973 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED FUNDS | $484,407 | 2020-09-08 |
| 2 | PUBLICLY TRADED FUNDS | $419,973 | 2020-12-21 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2298 SH FEDERATED INVESTORS | $75,225 | $66,389 |
| 7431 SH GRAYSCALE BITCOIN | $227,017 | $237,792 |
| 8078 SH TEMPLETON GLOBAL INCOME FD | $43,985 | $44,429 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $79,996 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $80,285 | 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 | $2,777,735 | BookValueAmt |
| EOYFMV | $2,643,420 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL CONSULTATION | CategoryTxt |
| Legal Fees | $243 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $6,151 | 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 (4 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAXES WITHHELD ON MUTUAL FUNDS | $1,472 |
| FRANCHISE TAX BOARD | $25 |
| REGISTRY OF CHARITABLE TRUSTS | $150 |
| UNITED STATES TREASURY EXCISE TAX | $4,340 |
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