FRANCIS BACON FOUNDATION INCORPORATED: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: FRANCIS BACON FOUNDATION INCORPORATED (EIN 95-1921362)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-06-07
IRS object ID: 201821589349100617
Schema version: 2017v2.3
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
Gain Loss Sale Other Assets Sch
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-06-07T10:57:31-07:00	ReturnTs
Tax Period End	2017-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	954659692	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	LUCAS HORSFALL MURPHY & PINDROH LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 E CORSON ST STE 200	AddressLine1Txt
City	PASADENA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	911033841	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2017-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	951921362	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE FRANCIS BACON FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	FRAN	BusinessNameControlTxt
Phone	6267445100	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	301 E COLORADO BLVD SUITE 900	AddressLine1Txt
City	PASADENA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91101	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KARL I SWAIDAN	PersonNm
Person Title	MEMBER	PersonTitleTxt
Signature	2018-05-25	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ARIEL E DRACHENBERG	PreparerPersonNm
PTIN	P00086688	PTIN
Phone	6267445100	PhoneNum
Preparation	2018-05-25	PreparationDt

Field	Value	IRS element (for citing)
Tax	2017	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	$4,110,515	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
Interest On Sav Rev And Expnss	$3,946	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$3,946	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$74,934	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$74,934	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$8,394	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$977,163	GrossSalesPriceAmt
Total Rev And Expnss	$70,486	TotalRevAndExpnssAmt
Total Net Invst Incm	$78,880	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$24,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$24,000	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$3,986	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$3,986	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$17,799	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$17,799	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$1,264	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,264	TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss	$1,737	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$1,737	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$35	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$48,821	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$19,063	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$29,723	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$140,004	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$140,004	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$188,825	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$19,063	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$169,727	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$118,339	ExcessRevenueOverExpensesAmt
Net Investment Income	$59,817	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$9,615	CashBOYAmt
Cash EOY	$9,857	CashEOYAmt
Cash EOYFMV	$9,857	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$156,096	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$214,017	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$214,017	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$2,434,033	CorporateStockBOYAmt
Corporate Stock EOY	$2,227,634	CorporateStockEOYAmt
Corporate Stock EOYFMV	$3,033,730	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$76,358	CorporateBondsBOYAmt
Corporate Bonds EOY	$103,172	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$104,960	CorporateBondsEOYFMVAmt
Other Investments BOY	$737,855	OtherInvestmentsBOYAmt
Other Investments EOY	$740,938	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$747,951	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$3,413,957	TotalAssetsBOYAmt
Total Assets EOY	$3,295,618	TotalAssetsEOYAmt
Total Assets EOYFMV	$4,110,515	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$3,413,957	RetainedEarningBOYAmt
Retained Earning EOY	$3,295,618	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$3,413,957	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,295,618	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,413,957	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,295,618	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,413,957	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$118,339	ExcessRevenueOverExpensesAmt
Subtotal	$3,295,618	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$3,295,618	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	AcquiredAcquiredDt
VANGUARD INTERM TERM	P	2017-01-20	$5,966	$6,134	-$168	-$168
ANHEUSER-BUSCH INBEV	P	2017-03-24	$11,091	$10,998	$93	$93	2014-12-15
PRAXAIR INC	P	2017-01-10	$46,434	$51,804	-$5,370	-$5,370	2014-11-25
CHEVRON CORPORATION	P	2017-03-24	$10,822	$10,953	-$131	-$131	2014-11-28
PRAXAIR INC	P	2017-01-10	$23,217	$25,057	-$1,840	-$1,840	2015-01-15
HOME DEPOT	P	2017-03-24	$14,817	$11,338	$3,479	$3,479	2015-04-01
PRAXAIR INC	P	2017-01-10	$23,217	$25,005	-$1,788	-$1,788	2015-01-26
NORFOLK SOUTHERN	P	2017-03-24	$5,535	$5,865	-$330	-$330	2014-11-25
COCA COLA COMPANY	P	2017-01-19	$41,156	$44,688	-$3,532	-$3,532	2014-12-01
NORFOLK SOUTHERN	P	2017-03-24	$5,535	$5,865	-$330	-$330	2014-11-25
COCA COLA COMPANY	P	2017-01-19	$41,156	$40,783	$373	$373	2014-12-16
WELLS FARGO	P	2017-05-26	$39,524	$40,363	-$839	-$839	2014-11-21
VANGAURD INTERM TERM	P	2017-01-20	$151,856	$156,115	-$4,259	-$4,259
WELLS FARGO	P	2017-05-26	$26,349	$25,408	$941	$941	2015-01-15
CHEVRON CORP	P	2017-01-31	$22,190	$21,905	$285	$285	2014-11-28
O REILLY AUTOMOTIVE	P	2017-07-06	$53,373	$80,119	-$26,746	-$26,746	2017-02-22
NORFOLK SOUTHERN CO	P	2017-01-31	$5,892	$5,865	$27	$27	2014-11-25
NORFOLK SOUTHERN	P	2017-01-31	$11,784	$11,730	$54	$54	2014-11-25
NORFOLK SOUTHERN CO	P	2017-01-31	$11,784	$11,730	$54	$54	2014-11-25
WELLS FARGO	P	2017-02-22	$14,592	$13,454	$1,138	$1,138	2014-11-21
WELLS FARGO	P	2017-02-22	$17,511	$16,510	$1,001	$1,001	2015-03-04
FASTENAL CO	P	2017-03-24	$12,804	$11,249	$1,555	$1,555	2016-05-20
ANHEUSER-BUSCH INBEV	P	2017-03-24	$11,091	$10,998	$93	$93	2014-12-15

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$35,464	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$25,359	NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$130,571	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$3,515,448	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.037142	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$120,586	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$3,467,467	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.034776	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$182,519	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$3,573,299	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.051079	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$111,976	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$3,507,166	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.031928	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$231,489	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$3,398,333	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.068118	DistributionYr5Rt
Total Distribution	0.223043	TotalDistributionRt
Average Distribution	0.044609	AverageDistributionRt
Net Vl Noncharitable Assets	$3,831,896	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$170,937	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$598	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$171,535	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$169,727	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,196	InvestmentIncomeExciseTaxAmt
Subtotal	$1,196	SubtotalAmt
Tax Based On Investment Income	$1,196	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,761	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$2,761	TotalPaymentsAndCreditsAmt
Overpayment	$1,565	OverpaymentAmt
Applied To ES Tax	$1,565	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	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	SIRFRANCISBACON.ORG	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	LHMP LLP	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6267445100	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 EAST CORSON ST SUITE 200	AddressLine1Txt
City	PASADENA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91103	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

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
KARL I SWAIDAN
301 E COLORADO BLVD 9TH FLOOR	PASADENA	CA	91101	MEMBER	000.00	$6,000	$0	$0
HENRY J GIBBONS
1689 KAWEH	PASADENA	CA	91107	MEMBER	000.00	$6,000	$0	$0
JENNIFER DEVOLL
301 E COLORADO BLVD SUITE 900	PASADENA	CA	91101	MEMBER	000.00	$6,000	$0	$0
RICHARD FADEM
P O BOX 247	ORCAS LANDING	WA	98280	MEMBER	000.00	$6,000	$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

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	$3,705,003	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$185,247	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$3,890,250	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$3,890,250	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$58,354	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$3,831,896	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$191,595	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$191,595	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,196	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,196	TotalTaxAmt
Distributable Before Adj	$190,399	DistributableBeforeAdjAmt
Distributable Before Ded	$190,399	DistributableBeforeDedAmt
Distributable As Adjusted	$190,399	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$169,727	ExpensesAndContributionsAmt
Qualifying Distributions	$169,727	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$169,727	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$190,399	DistributableAsAdjustedAmt
Undistributed Income PY	$164,447	UndistributedIncomePYAmt
Qualifying Distributions	$169,727	QualifyingDistributionsAmt
Applied To Year1	$164,447	AppliedToYear1Amt
Applied To Current Year	$5,280	AppliedToCurrentYearAmt
Undistributed Income CY	$185,119	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
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	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CA INSTITUTE OF TECHNOLOGY
1200 E CALIFORNIA BLVD	PASADENA	CA	91125	NONE	EXEMPT	PROGRAM SUPPORT	$110,004
THE HUNTINGTON LIBRARY
1689 KAWEAH DRIVE	PASADENA	CA	91105	NONE	EXEMPT	PROGRAM SUPPORT	$30,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$140,004	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3,946	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$74,934	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$35,464	ExclusionAmt
Related Or Exempt Function Incm	$27,070	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$43,416	ExclusionAmt
Related Or Exempt Function Incm	$27,070	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$70,486	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	ACCOUNTING FEES	CategoryTxt
Amt	$3,986	Amt
Disbursements Charitable Prps	$3,986	DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)

AssetAssetDesc	AcquiredAcquiredDt	How AcquiredHowAcquiredTxt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	BasisBasisAmt	Total NetTotalNetAmt
TJX COMPANIES	2017-01	PURCHASE	2017-09	$54,718	$57,770	-$3,052
TJX COMPANIES	2017-01	PURCHASE	2017-09	$29,183	$30,350	-$1,167
NIKE INC	2017-01	PURCHASE	2017-09	$53,150	$53,859	-$709
NIKE INC	2017-01	PURCHASE	2017-09	$26,575	$26,662	-$87
DOLLAR TREE INC	2015-09	PURCHASE	2017-09	$41,797	$33,412	$8,385
PRIMECAP ODYSSEY	2015-03	PURCHASE	2017-09	$42,949	$38,942	$4,007
ANHEUSER-BUSCH INBEV	2014-12	PURCHASE	2017-12	$5,639	$5,499	$140
ANHEUSER-BUSCH INBEV	2014-12	PURCHASE	2017-12	$22,556	$21,995	$561
ANHEUSER-BUSCH INBEV	2014-12	PURCHASE	2017-12	$50,750	$49,261	$1,489
MICROSOFT CORP	2014-11	PURCHASE	2017-12	$41,374	$23,871	$17,503

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	BONDS	BondNm
EOY Book Value	$103,172	EOYBookValueAmt
EOYFMV	$104,960	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	EQUITIES	StockNm
EOY Book Value	$2,227,634	EOYBookValueAmt
EOYFMV	$3,033,730	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
MUTUAL FUNDS	FMV	$542,071	$549,701
EXCHANGE TRADED FUNDS	FMV	$198,867	$198,250

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
FILING FEE-CA FTB	$10
REGISTRY OF CHARITABLE TRUSTS	$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	CategoryTxt
Amt	$17,799	Amt
Net Investment Income	$17,799	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES	CategoryTxt
Amt	$1,264	Amt
Net Investment Income	$1,264	NetInvestmentIncomeAmt

FRANCIS BACON FOUNDATION INCORPORATED: Form 990PF, tax year 2017

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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