THE LEWIS GREENWOOD FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE LEWIS GREENWOOD FOUNDATION (EIN 77-0527064)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201743189349100999
- Schema version
- 2016v3.0
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T09:46:16-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAYTON FINANCIAL AND TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1919 S Jones Blvd Ste G | AddressLine1Txt |
| City | Las Vegas | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770527064 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEWIS GREENWOOD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEWI | BusinessNameControlTxt |
| Phone | 8052775020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 TEARDROP CT | AddressLine1Txt |
| City | NEWBURY PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91320 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE GREENWOOD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8052775020 | PhoneNum |
| Signature | 2017-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUSSELL FOX EA | PreparerPersonNm |
| Phone | 7027501757 | PhoneNum |
| Preparation | 2017-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.71.215.7 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 09:46:07 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6E9AFEB5171986A68097122F48FD8B4AE975F0DA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8E946E3965FE2AE561D10CB5745C79550BE09B51 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,367,440 | 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 | $206,847 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $206,847 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $206,847 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $11,599 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $206,847 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $218,446 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $206,847 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $475 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,825 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $1,825 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $676 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $676 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $948 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $948 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,924 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,924 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $267,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $267,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $271,024 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $271,024 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$64,177 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $218,446 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $206,847 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,068 | CashBOYAmt |
| Cash EOY | $5,046 | CashEOYAmt |
| Cash EOYFMV | $5,046 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $603,584 | SavAndTempCashInvstBOYAmt |
| US Government Obligations BOY | $105,035 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,077,079 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,077,079 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $364,808 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Other Investments BOY | $4,071,047 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,285,314 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,285,314 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,149,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,367,440 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,367,440 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,149,543 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,367,440 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,149,543 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,367,440 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,149,543 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,367,440 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,149,543 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$64,177 | ExcessRevenueOverExpensesAmt |
| Other Increases | $282,074 | OtherIncreasesAmt |
| Subtotal | $5,367,440 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,367,440 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| Gross Sales Price | $540,154 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $528,555 | CostOrOtherBasisAmt |
| Gain Or Loss | $11,599 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $11,599 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,599 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $285,061 | AdjustedQlfyDistriYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $275,910 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $454,285 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.607350 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $217,175 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $395,399 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.549255 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $198,272 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,167,224 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047579 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,928,549 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.009355 | DistributionYr5Rt |
| Total Distribution | 1.213539 | TotalDistributionRt |
| Average Distribution | 0.242708 | AverageDistributionRt |
| Net Investment Income Pct | $2,184 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,184 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $271,024 | 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 | $2,184 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,184 | SubtotalAmt |
| Tax Based On Investment Income | $2,184 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $458 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,409 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,867 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$3,867 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $45 | EsPenaltyAmt |
| Overpayment | $1,638 | OverpaymentAmt |
| Applied To ES Tax | $1,638 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | STEVE GREENWOOD PRESIDENT | IndividualWithBooksNm |
| Phone | 8052775020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Teardrop Ct | AddressLine1Txt |
| City | Newbury Park | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91320 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| STEVE GREENWOOD | ||||||||
| 50 Teardrop Ct | Newbury Park | CA | 91320 | President | 1.00 | $0 | $0 | $0 |
| MEL ABALLE | ||||||||
| 690 Fort William Dr | Saint Johns | FL | 32259 | Treasurer | 1.00 | $0 | $0 | $0 |
| RITA GREENWOOD | ||||||||
| 3395 Mountain Breeze Way L-212 | Thousand Oaks | CA | 91360 | Secretary | 1.00 | $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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Expenses2 | $0 | Expenses2Amt |
| Expenses3 | $0 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $2,184 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,184 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $271,024 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $271,024 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,184 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $268,840 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $36,750 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $200,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $202,615 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $259,460 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $287,732 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $986,557 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $271,024 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $271,024 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,257,581 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $36,750 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,220,831 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $200,000 | ExcessFromYear4Amt |
| Excess From Year3 | $202,615 | ExcessFromYear3Amt |
| Excess From Year2 | $259,460 | ExcessFromYear2Amt |
| Excess From Year1 | $287,732 | ExcessFromYear1Amt |
| Excess From Current Year | $271,024 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE LEWIS GREENWOOD FOUNDATION CO S | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Teardrop Ct | AddressLine1Txt |
| City | Newbury Park | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8052775020 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING WITH ALL SUPPORTING DOCUMENTATION EXPLAINING THE CHARITABLE REASON FOR THE REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 31ST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | REQUESTS CANNOT BE FOR MORE THAN $25,000 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A Place Called Home | ||||||
| 2830 S Central Ave | Los Angeles | CA | 90011 | 501(c)(3) | Charitable | $500 |
| DonorsChooseorg | ||||||
| 134 W 37th St 11th Flr | New York | NY | 10018 | 501(c)(3) | Charitable | $5,000 |
| About-Face | ||||||
| PO Box 191145 | San Francisco | CA | 94119 | 501(c)(3) | Charitable | $2,000 |
| Above Beyond Cancer | ||||||
| 1915 Grand Ave | Des Moines | IA | 50309 | 501(c)(3) | Charitable | $2,500 |
| Alliance for Hope International | ||||||
| 101 W Broadway Ste 1770 | San Diego | CA | 92101 | 501(c)(3) | Charitable | $2,000 |
| American Diabetes Assoc | ||||||
| 2451 Crystal Dr Ste 900 | Arlington | VA | 22202 | 501(c)(3) | Charitable | $2,000 |
| American Refugee Committee | ||||||
| 615 First Ave NE | Minneapolis | MN | 55413 | 501(c)(3) | Charitable | $1,000 |
| Turtleback School Foundation | ||||||
| 15855 Turtleback Rd | San Diego | CA | 92127 | 501(c)(3) | Charitable | $5,000 |
| Phillipine Jesuit Foundation | ||||||
| PO Box 312 | New York | NY | 10028 | 501(c)(3) | Charitable | $10,000 |
| Anti Defamation League | ||||||
| 605 Third Ave | New York | NY | 10158 | 501(c)(3) | Charitable | $5,000 |
| Chabad of San Luis Obispo & Cal Poly | ||||||
| 1661 Fredericks St | San Luis Obispo | CA | 93405 | 501(c)(3) | Charitable | $5,000 |
| Washington Women's Foundation | ||||||
| 2100 24th Ave S 330 | Seattle | WA | 98144 | 501(c)(3) | Charitable | $5,500 |
| Friends of the Israel Defense Forces | ||||||
| 6505 Wilshire Blvd Ste 625 | Los Angeles | CA | 90048 | 501(c)(3) | Charitable | $5,000 |
| Temple De Hirsch Sinai | ||||||
| 1511 E Pike St | Seattle | WA | 98122 | 501(c)(3) | Charitable | $12,000 |
| Hebrew Union College-Jewish Institute of Religion | ||||||
| 3077 University Ave | Los Angeles | CA | 90007 | 501(c)(3) | Charitable | $15,000 |
| Fit 4 the Cause | ||||||
| 16000 Ventura Blvd Ste 1000 | Encino | CA | 91436 | 501(c)(3) | Charitable | $2,500 |
| Big Brothers Big Sisters of Ventura County | ||||||
| 4001 Mission Oaks Blvd | Camarillo | CA | 93012 | 501(c)(3) | Charitable | $25,000 |
| Chabad of Westlake Village | ||||||
| 2524 Townsgate Rd Ste H | Westlake Village | CA | 91361 | 501(c)(3) | Charitable | $1,800 |
| Chabad of Thousand Oaks | ||||||
| 2060 E Ave Los Arboles PMB 117 | Thousand Oaks | CA | 91362 | 501(c)(3) | Charitable | $1,800 |
| Cabrillo Music Theatre | ||||||
| 2100 Thousand Oaks Blvd Ste B | Thousand Oaks | CA | 91362 | 501(c)(3) | Charitable | $3,500 |
| Camp Reel Stories | ||||||
| 838 Mandana Blvd | Oakland | CA | 94610 | 501(c)(3) | Charitable | $1,000 |
| Los Angeles Jewish Home | ||||||
| 7150 Tampa Ave | Reseda | CA | 91335 | 501(c)(3) | Charitable | $1,800 |
| MPTF | ||||||
| 22388 Mulholland Dr | Woodland Hills | CA | 91364 | 501(c)(3) | Charitable | $2,000 |
| Ventura County Rescue Mission | ||||||
| 150 N Hayes Ave | Oxnard | CA | 93030 | 501(c)(3) | Charitable | $1,500 |
| Joyful Heart Foundation | ||||||
| 32 W 22 St 4th Flr | New York | NY | 10010 | 501(c)(3) | Charitable | $500 |
| Pacific Lodge Youth Services | ||||||
| 4900 Serrania Ave | Woodland Hills | CA | 91364 | 501(c)(3) | Charitable | $2,000 |
| Move America Forward | ||||||
| 8795 Folsom Blvd Ste 103 | Sacramento | CA | 95826 | 501(c)(3) | Charitable | $1,500 |
| United Cerebal Palsy | ||||||
| 12750 Raymer St Unit 4 | North Hollywood | CA | 91605 | 501(c)(3) | Charitable | $7,000 |
| Step Up | ||||||
| 501 S Hewitt St | Los Angeles | CA | 90013 | 501(c)(3) | Charitable | $500 |
| Boys & Girls Club of San Diego | ||||||
| PO Box 178569 | San Diego | CA | 92177 | 501(c)(3) | Charitable | $5,000 |
| Burn Institute | ||||||
| 8825 Aero Dr Ste 200 | San Diego | CA | 92123 | 501(c)(3) | Charitable | $5,000 |
| Cathedral City Branch Library | ||||||
| 33520 Date Palm Dr | Cathedral City | CA | 92234 | 501(c)(3) | Charitable | $2,500 |
| Catholic Action for Peace Through Songs | ||||||
| 2 Pristina Ct | Rancho Mirage | CA | 92270 | 501(c)(3) | Charitable | $3,000 |
| Colden Charities | ||||||
| 3501-B N Ponce De Leon Blvd PMB 383 | Saint Augustine | FL | 32084 | 501(c)(3) | Charitable | $5,000 |
| Devil Pups | ||||||
| 3027 Townsgate Rd 210 | Westlake Village | CA | 91361 | 501(c)(3) | Charitable | $1,000 |
| Enable Outreach | ||||||
| PO Box 506 | Roy | UT | 84067 | 501(c)(3) | Charitable | $1,000 |
| Federal Way Senior Center | ||||||
| 4016 S 352nd st | Auburn | WA | 98001 | 501(c)(3) | Charitable | $10,000 |
| Girls Educational & Mentoring Services | ||||||
| 298B W 149th St | New York | NY | 10039 | 501(c)(3) | Charitable | $500 |
| Girls Today Women Tomorrow | ||||||
| 1929 E 2nd St | Los Angeles | CA | 90033 | 501(c)(3) | Charitable | $1,000 |
| Heartfelt | ||||||
| 3500 W Adams Blvd | Los Angeles | CA | 90018 | 501(c)(3) | Charitable | $2,500 |
| Helping Hand for Relief and Development | ||||||
| 21199 Hilltop St | Southfield | MI | 48033 | 501(c)(3) | Charitable | $1,500 |
| Hire a Patriot | ||||||
| 2468 Historic Decatur Rd Ste 140 | San Diego | CA | 92106 | 501(c)(3) | Charitable | $2,000 |
| Homeless Prenatal Program | ||||||
| 2500 18th St | San Francisco | CA | 94110 | 501(c)(3) | Charitable | $500 |
| James Carter Elem PTO | ||||||
| 74251 Howley Ln E | Palm Desert | CA | 92260 | 501(c)(3) | Charitable | $2,000 |
| Jewish Federation of Ventura | ||||||
| 7620 Foothill Rd | Ventura | CA | 93004 | 501(c)(3) | Charitable | $1,500 |
| Jewish Home for the Aging | ||||||
| 7150 Tampa Ave | Reseda | CA | 91335 | 501(c)(3) | Charitable | $25,000 |
| Los Angeles Jewish Federation | ||||||
| 6505 Wilshire Blvd | Los Angeles | CA | 90048 | 501(c)(3) | Charitable | $1,800 |
| Mama's Kitchen | ||||||
| 3960 Home Ave | San Diego | CA | 92105 | 501(c)(3) | Charitable | $2,000 |
| Men Can Stop Rape | ||||||
| 1130 6th St NW Ste 100 | Washington | DC | 20001 | 501(c)(3) | Charitable | $1,500 |
| MiracleFeet | ||||||
| 410 W Main St | Carrboro | NC | 27510 | 510(c)(3) | Charitable | $1,500 |
| MovementGeneration | ||||||
| 436 14th St 5th Flr | Oakland | CA | 94612 | 501(c)(3) | Charitable | $1,000 |
| Northwest Parkinson's Foundation | ||||||
| 7525 SE 24th St 300 | Mercer Island | WA | 98040 | 501(c)(3) | Charitable | $2,500 |
| Pacific Northwest Ballet | ||||||
| 301 Mercer St | Seattle | WA | 98109 | 501(c)(3) | Charitable | $3,500 |
| Pets For Vets | ||||||
| PO Box 10860 | Wilmington | NC | 28404 | 501(c)(3) | Charitable | $2,000 |
| Promises2Kids | ||||||
| 9440 Ruffin Ct 2 | San Diego | CA | 92123 | 501(c)(3) | Charitable | $1,500 |
| Reading Legacies | ||||||
| 2750 Historic Decatur Rd 210 | San Diego | CA | 92106 | 501(c)(3) | Charitable | $2,000 |
| Reel Girls | ||||||
| 4408 Delridge Way SW | Seattle | WA | 98106 | 501(c)(3) | Charitable | $1,000 |
| San Diego Regional Fire Foundation | ||||||
| 2508 Historic Decatur Rd Ste 200 | San Diego | CA | 92106 | 501(c)(3) | Charitable | $5,000 |
| Stand With Us | ||||||
| PO Box 341069 | Los Angeles | CA | 90034 | 501(c)(3) | Charitable | $1,500 |
| State Street Ballet | ||||||
| 2285 Las Positas Rd | Santa Barbara | CA | 93105 | 501(c)(3) | Charitable | $10,000 |
| The Girlfriend Factor | ||||||
| 77-734 Country Club Dr Ste E | Palm Desert | CA | 92211 | 501(c)(3) | Charitable | $5,000 |
| The Joslyn Center | ||||||
| 73750 Catalina Way | Palm Desert | CA | 92260 | 501(c)(3) | Charitable | $5,000 |
| The Whole Human Project | ||||||
| 3033 West St | Oakland | CA | 94608 | 501(c)(3) | Charitable | $7,500 |
| Ventura County Blues Society | ||||||
| 3509 Galveston Ave | Simi Valley | CA | 93063 | 501(c)(3) | Charitable | $1,900 |
| Veterans 360 Inc | ||||||
| 3830 Valley Center Dr Ste 705-401 | San Diego | CA | 92130 | 501(c)(3) | Charitable | $2,000 |
| Vision of Children Foundation | ||||||
| 12555 High Bluff Dr Ste 330 | San Diego | CA | 92130 | 501(c)(3) | Charitable | $2,000 |
| Voices For Children | ||||||
| 2851 Meadow Lark Dr | San Diego | CA | 92123 | 501(c)(3) | Charitable | $5,000 |
| Women's Funding Alliance | ||||||
| 2101 4th Ave Ste 1330 | Seattle | WA | 98121 | 501(c)(3) | Charitable | $2,500 |
| WriteGirl | ||||||
| 1330 Factor Pl F104 | Los Angeles | CA | 90013 | 501(c)(3) | Charitable | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $267,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $206,847 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $206,847 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $206,847 | 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 | Clayton Financial and Tax LLC Tax Preparation | CategoryTxt |
| Amt | $475 | Amt |
| Disbursements Charitable Prps | $475 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Equity (Stock) Investments | StockNm |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $1,077,079 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,077,079 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Mutual Funds | CategoryOrItemTxt |
| Book Value | $4,285,314 | BookValueAmt |
| EOYFMV | $4,285,314 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
| EOY Book Value | $1 | EOYBookValueAmt |
| EOYFMV | $1 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
| EOY Book Value | $1 | EOYBookValueAmt |
| EOYFMV | $1 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
| EOY Book Value | $1 | EOYBookValueAmt |
| EOYFMV | $1 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Insurance | Desc |
| Revenue And Expenses Per Books | $948 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $948 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain in Investments | Desc |
| Amt | $282,074 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CA Attorney General Fee | $75 | $75 |
| Foreign Taxes | $1,740 | $1,740 |
| CA State Filing Fee | $10 | $10 |
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