TEBO FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
TEBO FAMILY FOUNDATION (EIN 95-4834341)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-10
IRS object ID
201831309349102153
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-10T13:10:45-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN262708896PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1320 NEWPORT WAY NW SUITE CAddressLine1Txt
CityISSAQUAHCityNm
State AbbreviationWAStateAbbreviationCd
ZIP980273119ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954834341EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHERYL L TEBOPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3105029502PhoneNum
Signature2018-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJASON B RYDBERG CPAPreparerPersonNm
PTINP00501313PTIN
Phone2062578865PhoneNum
Preparation2018-05-10PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$621,871FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$12,377DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,377DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$15,760NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$30,132GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$15,760CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$28,137TotalRevAndExpnssAmt
Total Net Invst Incm$28,137TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,100AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,100AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,098OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,549OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,549OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$14InterestRevAndExpnssAmt
Interest Net Invst Incm$14InterestNetInvstIncmAmt
Taxes Rev And Expnss$884TaxesRevAndExpnssAmt
Taxes Net Invst Incm$303TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$10TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,196TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,966TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,659TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$30,196TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,966TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$26,659TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,059ExcessRevenueOverExpensesAmt
Net Investment Income$25,171NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$9,273SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,447SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,447SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$329,715CorporateStockBOYAmt
Corporate Stock EOY$319,758CorporateStockEOYAmt
Corporate Stock EOYFMV$602,394CorporateStockEOYFMVAmt
Other Assets BOY$2,320OtherAssetsBOYAmt
Other Assets EOY$2,044OtherAssetsEOYAmt
Other Assets EOYFMV$2,030OtherAssetsEOYFMVAmt
Total Assets BOY$341,308TotalAssetsBOYAmt
Total Assets EOY$339,249TotalAssetsEOYAmt
Total Assets EOYFMV$621,871TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$341,308RetainedEarningBOYAmt
Retained Earning EOY$339,249RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$341,308TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$339,249TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$341,308TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$339,249TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$341,308TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,059ExcessRevenueOverExpensesAmt
Subtotal$339,249SubtotalAmt
Tot Net Ast Or Fund Balances EOY$339,249TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SPDR S&P 500 ETF TRUSTP2005-03-112017-10-20$30,058$14,208$15,850$15,850
KINDER MORGAN INC.P2016-01-012017-10-20$74$164-$90-$90
FieldValueIRS element (for citing)
Capital Gain Net Income$15,760CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$22,715AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$505,812NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044908DistributionYr1Rt
Adjusted Qlfy Distri Yr2$15,925AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$526,460NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.030249DistributionYr2Rt
Adjusted Qlfy Distri Yr3$10,445AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$512,861NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.020366DistributionYr3Rt
Adjusted Qlfy Distri Yr4$13,911AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$449,383NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.030956DistributionYr4Rt
Adjusted Qlfy Distri Yr5$19,801AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$386,484NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.051234DistributionYr5Rt
Total Distribution0.177713TotalDistributionRt
Average Distribution0.035543AverageDistributionRt
Net Vl Noncharitable Assets$575,905NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$20,469AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$252NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$20,721AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$26,659QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$252InvestmentIncomeExciseTaxAmt
Subtotal$252SubtotalAmt
Tax Based On Investment Income$252TaxBasedOnInvestmentIncomeAmt
Tax Due$252TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksCHERYL L TEBOIndividualWithBooksNm
Phone3105029502PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12015UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCHERYL L TEBOPersonNm

US Address USAddress

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$577,767AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,908AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$584,675TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$584,675AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,770CashDeemedCharitableAmt
Net Vl Noncharitable Assets$575,905NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,795MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,795MinimumInvestmentReturnAmt
Tax Based On Investment Income$252TaxBasedOnInvestmentIncomeAmt
Total Tax$252TotalTaxAmt
Distributable Before Adj$28,543DistributableBeforeAdjAmt
Distributable Before Ded$28,543DistributableBeforeDedAmt
Distributable As Adjusted$28,543DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$26,659ExpensesAndContributionsAmt
Qualifying Distributions$26,659QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$252PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$26,407AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$28,543DistributableAsAdjustedAmt
Undistributed Income PY$25,094UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Total For Prior Years$1,245TotalForPriorYearsAmt
Qualifying Distributions$26,659QualifyingDistributionsAmt
Applied To Year1$25,094AppliedToYear1Amt
Applied To Current Year$1,565AppliedToCurrentYearAmt
Prior Year Undistributed Incm$1,245PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$1,245PriorYearDeficiencyOrTaxAmt
Undistributed Income CY$26,978UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHERYL L TEBORecipientPersonNm

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARCHER SCHOOL FOR GIRL'S
11725 SUNSET BLVDLOS ANGELESCA90049NONEPUBLIC CHRTYGENERAL BUDGET$23,000
NATURAL RESOURCE DEFENSE COUNCIL
40 WEST 20TH STREETNEW YORKNY10011NONEPULIC CHRTYGENERAL BUDGET$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,377ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$15,760ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$28,137ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,137TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,200Amt
Net Investment Income$1,100NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,100DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES TRUST MSCI EAFE INDEX FUND$115,363$146,160
ISHARES TRUST RUSSELL 2000 INDEX$19,641$46,604
STANDARD & POORS DEP RECEIPTS (NET)$184,754$409,630
KINDER MORGAN INC

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$2,320BOYBookValueAmt
EOY Book Value$2,044EOYBookValueAmt
EOYFMV$2,030EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEE EXPENSECategoryTxt
Amt$3,098Amt
Net Investment Income$1,549NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,549DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$303$303
FRANCHISE TAX BOARD$10$10
EXCISE TAXES (DUE & ESTIMATES)$571

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