LUCERO FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LUCERO FAMILY FOUNDATION (EIN 94-3312562)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-28
- IRS object ID
- 202001499349100220
- Schema version
- 2019v5.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-28T16:41:14-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841357300 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESKEW & ASSOCIATES CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6625 DELMONICO DR | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 809191809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943312562 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCERO FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUCE | BusinessNameControlTxt |
| Phone | 6505792810 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 GRAND ST | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94061 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FERN LUCERO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6505792810 | PhoneNum |
| Signature | 2020-05-28 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE L ESKEW | PreparerPersonNm |
| PTIN | P00166033 | PTIN |
| Phone | 7196329855 | PhoneNum |
| Preparation | 2020-05-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $209,435 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,734 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,734 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,734 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,000 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,311 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,000 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,734 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,734 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,734 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $860 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $860 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $179 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $179 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $335 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $335 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,374 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,374 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,874 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,874 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,140 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,734 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,734 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1,347 | CashEOYAmt |
| Cash EOYFMV | $1,347 | CashEOYFMVAmt |
| Other Investments BOY | $166,939 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $160,615 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $208,088 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,973 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,973 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $166,939 | TotalAssetsBOYAmt |
| Total Assets EOY | $161,962 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $209,435 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,889 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $6,889 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $316,458 | CapitalStockBOYAmt |
| Capital Stock EOY | $316,458 | CapitalStockEOYAmt |
| Retained Earning BOY | -$156,408 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$154,496 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $160,050 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $161,962 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $166,939 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $161,962 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $160,050 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,140 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,052 | OtherIncreasesAmt |
| Subtotal | $161,962 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $161,962 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| INVESCO | P | $11,609 | $11,974 | -$365 | -$365 |
| INVESCO | P | $3,414 | $3,337 | $77 | $77 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,000 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,771 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $194,857 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.091200 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,371 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $202,298 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.075982 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,400 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $199,242 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.027103 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,909 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $210,820 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.084949 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,192 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $220,341 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.087101 | DistributionYr5Rt |
| Total Distribution | 0.366335 | TotalDistributionRt |
| Average Distribution | 0.073267 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $193,217 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,156 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $87 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,243 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,874 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $87 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $87 | SubtotalAmt |
| Tax Based On Investment Income | $87 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $87 | 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | FERN LUCERO | IndividualWithBooksNm |
| Phone | 6505792810 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 GRAND STREET | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94061 | 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FERN LUCERO | ||||||||
| 1125 GRAND ST | REDWOOD CITY | CA | 94061 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| LAURIE LUCERO OGG | ||||||||
| 3820 BAY HILL RD | BODEGA BAY | CA | 94923 | SECY /DIRECT | 000.00 | $3,000 | $0 | $0 |
| ANN LUCERO | ||||||||
| 1125 GRAND ST | REDWOOD CITY | CA | 94061 | VICE PRESID/ | 000.00 | $3,000 | $0 | $0 |
| JOHN LUCERO | ||||||||
| 1412 SWOPE AVE | COLORADO SPRINGS | CO | 80909 | TREASURER/DI | 000.00 | $3,000 | $0 | $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 | FINANCIAL SUPPORT FOR GENERAL CHARITABLE ORGANIZATIONS BENEFITTING THE COMMUNITY, INCLUDING RELATED ADMINISTRATIVE EXPENSES | Description1Txt |
| Expenses1 | $15,875 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $198,150 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | -$2,771 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $780 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $196,159 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $196,159 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,942 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $193,217 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,661 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,661 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $87 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $87 | TotalTaxAmt |
| Distributable Before Adj | $9,574 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,574 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,574 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,874 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $15,874 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $87 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,787 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,574 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $8,417 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,518 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $5,514 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,300 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,749 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,874 | QualifyingDistributionsAmt |
| Applied To Current Year | $9,574 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,300 | RemainingDistriFromCorpusAmt |
| Total Corpus | $36,049 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $8,417 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,632 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,518 | ExcessFromYear4Amt |
| Excess From Year2 | $5,514 | ExcessFromYear2Amt |
| Excess From Year1 | $8,300 | ExcessFromYear1Amt |
| Excess From Current Year | $6,300 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAPUCHINO HS | |||||||
| CAPUCHINO HS | 1501 MAGNOLIA AVE | 1501 MAGNOLIA AVE | SAN BRUNO | CA | 94066 | DONATION | $1,500 |
| ADAMS STATE COLLEGE | |||||||
| ADAMS STATE COLLEGE | 208 EDGEMONT BLVD | 208 EDGEMONT BLVD | ALAMOSA | CO | 81102 | DONATION | $2,000 |
| SSU ACADEMIC FOUNDATION | |||||||
| SSU ACADEMIC FOUNDATION | 1801 E COTATI AVE | 1801 E COTATI AVE | ROHNERT PARK | CA | 94928 | DONATION | $1,000 |
| ST THERESE CATHOLIC SCHOOL | |||||||
| ST THERESE CATHOLIC SCHOOL | 311 SHROPSHIRE AVE NW | 311 SHROPSHIRE AVE NW | ALBUQUERQUE | NM | 87107 | DONATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,734 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,734 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,734 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $860 | Amt |
| Disbursements Charitable Prps | $860 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY MUTUAL FUNDS | AT COST | $75,719 | $114,097 |
| OPPENHEIMER MUTUAL FUNDS & MONEY MKT | AT COST | ||
| OPPENHEIMER FUNDS PORTFOLIO BLDR | AT COST | ||
| INVESCO FUNDS | AT COST | $81,896 | $93,211 |
| CRYPTO | AT COST | $3,000 | $780 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $5,973 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $5,973 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| INFORMATION REPORTING FEES | $312 | $312 |
| INVESTMENT FEES | $23 | $23 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUND BALANCE ADJUSTMENT | Desc |
| Amt | $9,052 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NEGATIVE BANK BALANCE | Desc |
| BOY Book Value | $6,889 | BOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL | $136 | $136 |
| CALIFORNIA | $10 | $10 |
| FOREIGN TAXES | $33 | $33 |
Comments