ACACIA FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ACACIA FOUNDATION (EIN 95-4585686)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2021-07-29
- IRS object ID
- 202132109349100213
- Schema version
- 2020v4.1
- 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 | 2021-07-29T11:19:38-07:00 | ReturnTs |
| Tax Period End | 2021-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 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 | 2020-06-01 | 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 | 4154610110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 Larkspur Landing Circle | AddressLine1Txt |
| City | Larkspur | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94939 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDY C WEBB | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4154610110 | PhoneNum |
| Signature | 2021-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JUDY | PersonFirstNm |
| Person Last | WEBB | 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 | 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 | $2,172,222 | 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 | $557,573 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $0 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $36,693 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,693 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $638,136 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,173,775 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $638,136 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,232,402 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $674,829 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $15,540 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,432 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,108 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,144 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,144 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $55 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $55 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,739 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,576 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,163 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $426,486 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $426,486 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $457,225 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,576 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $439,649 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $775,177 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $657,253 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $255,211 | CashBOYAmt |
| Cash EOY | $13,985 | CashEOYAmt |
| Cash EOYFMV | $13,985 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $32,818 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,508 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,508 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Bonds BOY | $1,185,347 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,769,212 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,127,729 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $2,320 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,475,696 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,813,705 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,172,222 | 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 | $1,475,696 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,813,705 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,475,696 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,813,705 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,475,696 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,813,705 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,475,696 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $775,177 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $2,250,874 | SubtotalAmt |
| Other Decreases | $437,169 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,813,705 | 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 | $1,173,735 | $0 | $535,640 | $638,095 | $0 | $0 | $0 | $638,095 | |||
| CAPITAL GAIN DISTRIBUTIONS | $41 | $0 | $0 | $41 | $0 | $0 | $0 | $41 | P | 2019-12-31 | 2020-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $638,136 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,136 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,136 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,136 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $6,000 | OriginalReturnTaxPaidAmt |
| Tax Due | $3,136 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | ||||||||
| 1100 LARKSPUR LANDING CIRCLE 250 | LARKSPUR | CA | 94939 | TRUSTEE | 15.00 | $0 | $0 | $0 |
| SCOTT HASKINS | ||||||||
| 1100 LARKSPUR LANDING CIRCLE 250 | LARKSPUR | CA | 94939 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| ELIZA HASKINS KOEPPEL | ||||||||
| 1100 LARKSPUR LANDING CIRCLE 250 | LARKSPUR | CA | 94939 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| JOHN C HASKINS | ||||||||
| 1100 LARKSPUR LANDING CIRCLE 250 | LARKSPUR | CA | 94939 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| JOHN T LEWIS | ||||||||
| 1100 LARKSPUR LANDING CIRCLE 250 | LARKSPUR | CA | 94939 | 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 | $1,731,027 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $151,986 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,172 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,892,185 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,892,185 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,383 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,863,802 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,190 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,190 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,136 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,136 | TotalTaxAmt |
| Distributable Before Adj | $84,054 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $84,054 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $84,054 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $439,649 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $439,649 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $439,649 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,054 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $207,325 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $86,262 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $87,590 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,484 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $161,590 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $547,251 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $439,649 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $84,054 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $355,595 | RemainingDistriFromCorpusAmt |
| Total Corpus | $902,846 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $207,325 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $695,521 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $86,262 | ExcessFromYear4Amt |
| Excess From Year3 | $87,590 | ExcessFromYear3Amt |
| Excess From Year2 | $4,484 | ExcessFromYear2Amt |
| Excess From Year1 | $161,590 | ExcessFromYear1Amt |
| Excess From Current Year | $355,595 | 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 (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NATIONAL TROPICAL BOTANICAL GARDEN | ||||||
| 3530 PAPLINA ROAD | KALAHEO | HI | 96741 | PC | MAINTENANCE BUILDING ANDGENERAL OPERATIONS | $50,000 |
| SAN FRANCISCO SYMPHOONY | ||||||
| DAVIES SYMPHONY HALL | SAN FRANCISCO | CA | 94102 | PC | RADIO BROADCAST SUPPORT | $50,000 |
| UC BERKELEY FOUNDATION | ||||||
| 1995 UNIVERSITY AVE SUITE 401 | BERKLEY | CA | 94704 | PC | L & S MENTOR PROGRAM | $100,000 |
| LARK THEATER | ||||||
| 549 MAGNOLIA AVE | LARKSPUR | CA | 94939 | PC | MIND REELS SERIES | $25,000 |
| FOOTPRINT PROJECT | ||||||
| 1717 BROADWAY STREET NORTHEAST | MINNEAPOLIS | MN | 55413 | PC | SOLAR POWER IN DISASTER AREAS | $47,500 |
| FRIENDS OF CAMP SEA LAB | ||||||
| 100 CAMPUS CENTER | SEASIDE | CA | 93955 | PC | EDUCATION CAMP SUPPORT | $103,986 |
| BELVEDERE TIBORON LIBRARY | ||||||
| 1501 TIBURON BLVD | TIBURON | CA | 94920 | PC | GENERAL SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $426,486 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,693 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $638,136 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $674,829 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $674,829 | 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 (3 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 | $112,500 | Yes (X) | |
| JOHN HASKINS | |||||||
| 2 | 1100 LARKSPUR LANDING CIRCLE SUITE | LARKSPUR | CA | 94939 | $437,073 | Yes (X) | Yes (X) |
| SCOTT HASKINS | |||||||
| 3 | 1100 LARKSPUR LANDING CIRCLE SUITE | LARKSPUR | CA | 94939 | $8,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 1,050 SHS TESLA, INC | NoncashPropertyDesc |
| Fair Market Value | $437,073 | FairMarketValueAmt |
| Received | 2020-11-12 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EUGENE LEWIS & ASSOCIATES ACCOUNTING | CategoryTxt |
| Amt | $15,540 | Amt |
| Net Investment Income | $12,432 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,108 | 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 | $1,769,212 | EOYBookValueAmt |
| EOYFMV | $2,127,729 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| BOY Book Value | $2,320 | BOYBookValueAmt |
| EOY Book Value | $6,000 | EOYBookValueAmt |
| EOYFMV | $6,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EXCISE TAX | $5,965 |
| FMV OF ASSETS RECIEVED IN EXCESS OF BASIS | $431,204 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FILING FEES | $25 | $25 |
| BANK CHARGES | $30 | $30 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | 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 | $4,630 | $4,630 | |
| CITIGROUP CUSTODIAL SERVICES | $514 | $514 | |
| ROCKEFELLER PHILANTHROPY ADVISORS ADVISORY SERVICES | $10,000 | $0 | $10,000 |