NAECKER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NAECKER FAMILY FOUNDATION (EIN 82-3744801)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349109304
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T20:05:25-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953911069 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Randi Bach CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15838 Magnolia Blvd | AddressLine1Txt |
| City | Encino | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823744801 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAECKER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NAEC | BusinessNameControlTxt |
| Phone | 6267942731 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 E WOODBURY ROAD | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY P NAECKER | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6267942731 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RANDI BACH CPA | PreparerPersonNm |
| PTIN | P01436058 | PTIN |
| Phone | 8187893550 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,113,146 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $597,440 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $34,133 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34,133 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $196,546 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $196,546 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$18,190 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $623,140 | GrossSalesPriceAmt |
| Total Rev And Expnss | $809,929 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $230,679 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $23,708 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $15,893 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $39,601 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $301,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $301,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $341,101 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $301,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $468,828 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $230,679 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $670,114 | SavAndTempCashInvstBOYAmt |
| US Government Obligations BOY | $1,158,800 | USGovernmentObligationsBOYAmt |
| Other Investments BOY | $5,974,876 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,272,618 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,113,146 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,803,790 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,272,618 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,113,146 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,803,790 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,272,618 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,803,790 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,272,618 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,803,790 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,272,618 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,803,790 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $468,828 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,272,618 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,272,618 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PRINCIPAL - ISHARES GOLD ETF | P | 2024-01-01 | 2024-12-31 | $1,027 | $1,027 | ||
| PRINCIPAL - ISHARES SILVER TRUST | P | 2024-01-01 | 2024-12-31 | $226 | $226 | ||
| 6017.72 SH EATON VANCE FLOATING RATE I | P | 2019-09-16 | 2024-01-17 | $50,654 | $53,275 | -$2,621 | -$2,621 |
| 1749 SH ISHARES MSCI CHINA A ETF | P | 2023-01-20 | 2024-02-20 | $44,233 | $60,480 | -$16,247 | -$16,247 |
| 200000 US TREASURY NOTE | P | 2022-06-27 | 2024-06-30 | $200,000 | $199,677 | $323 | $323 |
| 72000 US TREASURY NOTE | P | 2022-03-28 | 2024-03-31 | $72,000 | $71,839 | $161 | $161 |
| 255000 US TREASURY NOTE | P | 2022-09-26 | 2024-09-30 | $255,000 | $254,806 | $194 | $194 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$18,190 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,206 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,206 | SubtotalAmt |
| Tax Based On Investment Income | $3,206 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,594 | OverpaymentAmt |
| Applied To ES Tax | $2,594 | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY P NAECKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6267942731 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 E WOODBURY ROAD | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91104 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PHILIP A NAECKER | ||||||
| 1115 E WOODBURY ROAD | PASADENA | CA | 91104 | Trustee | 1.00 | $0 |
| NANCY P NAECKER | ||||||
| 1115 E WOODBURY ROAD | PASADENA | CA | 91104 | Trustee | 1.00 | $0 |
| JEFFREY K NAECKER | ||||||
| 1115 E WOODBURY ROAD | PASADENA | CA | 91104 | Trustee | 0.50 | $0 |
| BENJAMIN N NAECKER | ||||||
| 1115 E WOODBURY ROAD | PASADENA | CA | 91104 | Trustee | 0.50 | $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 | THE FOUNDATION MADE GRANTS TO SOUTHERN POVERTY LAW CENTER,YOSEMITE CONSERVANCY, WORLD CENTRAL KITCHEN, SAMARITAN HOUSE, ACLU FOUNDATION, LIFEMOVES, SECOND HARVEST OF SILICON VALLY, THE WILDLANDS CONSERVANCY AND RAINFOREST TRUST - CHARITABLE ORGANIZATIONS THAT ARE TAX EXEMPT UNDER SECTION 501(C)(3) OF THE CODE AND THAT QUALIFY AS PUBLIC CHARITIES UNDER SECTION 509 OF THE CODE. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,023,079 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $585,477 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,608,556 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,608,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,128 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,494,428 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $374,721 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $374,721 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,206 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,206 | TotalTaxAmt |
| Distributable Before Adj | $371,515 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $371,515 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $371,515 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $301,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $301,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $371,515 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $301,103 | UndistributedIncomePYAmt |
| Qualifying Distributions | $301,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $301,103 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $397 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $371,118 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILIP A NAECKER | ContributingManagerNm |
| Contributing Manager | NANCY P NAECKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| SOUTHERN POVERTY LAW CENTER | |||||
| 4000 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | FURTHER TAX-EXEMPTPURPOSE OF CHARITY | $25,000 |
| YOSEMITE CONSERVANCY | |||||
| 101 MONTGOMERY STREET SUITE 1700 | SAN FRANCISCO | CA | 94104 | FURTHER TAX-EXEMPT PURPOSE OF CHARITY | $90,000 |
| WORLD CENTRAL KITCHEN | |||||
| 655 NEW YORK AVE NW 6TH FLOOR | WASHINGTON | DC | 20001 | FURTHER TAX-EXEMPTPURPOSE OF CHARITY | $15,000 |
| SAMARITAN HOUSE | |||||
| 4031 PACIFIC BOULEVARD | SAN MATEO | CA | 94403 | FURTHER TAX-EXEMPTPURPOSE OF CHARITY | $15,000 |
| ACLU FOUNDATION | |||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | FURTHER TAX-EXEMPT PURPOSE OF CHARITY | $10,000 |
| RAINFOREST TRUST | |||||
| PO BOX 841 | WARRENTON | VA | 20188 | FURTHER TAX-EXEMPT PURPOSE OF CHARITY | $15,000 |
| LIFEMOVES | |||||
| 2550 GREAT AMERICA WAY SUITE 201 | SANTA CLARA | CA | 95054 | FURTHER TAX-EXEMPTPURPOSE OF CHARITY | $10,000 |
| SECOND HARVEST OF SILICON VALLEY | |||||
| 4001 NORTH 1ST STREET | SAN JOSE | CA | 95134 | FURTHER TAX-EXEMPTPURPOSE OF CHARITY | $10,000 |
| THE WILDLANDS CONSERVANCY | |||||
| 39611 OAK GLEN ROAD BUILDING 12 | OAK GLEN | CA | 92399 | FURTHER TAX-EXEMPTPURPOSE OF CHARITY | $10,000 |
| UNION STATION HOMELESS SERVICES | |||||
| 825 E ORANGE GROVE BLVD | PASADENA | CA | 91104 | FURTHER TAX-EXEMPT PURPOSE OF CHARITY | $100,000 |
| YOUNG HEALTHY | |||||
| 136 W PEORIA STREET | PASADENA | CA | 91103 | FURTHER TAX-EXEMPT PURPOSE OF CHARITY | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $301,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $34,133 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $196,546 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$18,190 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $212,489 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $212,489 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 348 | LineNumberTxt |
| Relationship Statement | THE FOUNDATION MADE GRANTS TO SOUTHERN POVERTY LAW CENTER, YOSEMITE CONSERVANCY, WORLD CENTRAL KITCHEN, SAMARITAN HOUSE, ACLU FOUNDATION, LIFEMOVES, SECOND HARVEST OF SILICON VALLEY, THE WILDLANDS CONSERVANCY, UNION STATION HOMELESS SERVICES, YOUNG & HEALTHY AND RAINFOREST TRUST - CHARITABLE ORGANIZATIONS THAT ARE TAX EXEMPT UNDER SECTION 501(C)(3) OF THE CODE AND THAT QUALIFY AS PUBLIC CHARITIES UNDER SECTION 509 OF THE CODE. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PHILIP NANCY NAECKER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 E WOODBURY ROAD | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $597,440 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED FUNDS | NoncashPropertyDesc |
| Fair Market Value | $597,440 | FairMarketValueAmt |
| Received | 2024-12-30 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS & EXCHANGE TRADED FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $8,272,618 | BookValueAmt |
| EOYFMV | $8,113,146 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $23,708 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP NANCY NAECKER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 E WOODBURY ROAD | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91104 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAXES WITHHELD ON MUTUAL FUNDS | $8,893 |
| REGISTRY OF CHARITABLE TRUSTS | $200 |
| UNITED STATES TREASURY EXCISE TAX | $6,800 |
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