JACQUES M LITTLEFIELD FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JACQUES M LITTLEFIELD FOUNDATION (EIN 46-4198085)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-09
- IRS object ID
- 201632229349100613
- Schema version
- 2015v2.1
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-09T11:12:11-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FIRST STREET SUITE 1600 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464198085 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACQUES M LITTLEFIELD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACQ | BusinessNameControlTxt |
| Phone | 6509694345 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7430 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94026 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE VERA | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6509694345 | PhoneNum |
| Signature | 2016-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LILLI I ALBERGA | PreparerPersonNm |
| PTIN | P00366289 | PTIN |
| Phone | 4157642700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,185,790 | 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 | $16,506,779 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $106,218 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $106,218 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $262,202 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $262,202 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$39,497 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,051,077 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,835,702 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $368,420 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,493 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,493 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,510 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,310 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $111,143 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $93,424 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,719 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,149 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,914 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $235 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,411 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $232 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,179 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $158,706 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $105,880 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $47,826 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,810,095 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $779,629 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,968,801 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $105,880 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $827,455 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,866,901 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $262,540 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $74,038 | CashBOYAmt |
| Cash EOY | $132,397 | CashEOYAmt |
| Cash EOYFMV | $132,397 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,728,372 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,022,695 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,022,695 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,722,996 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,401,601 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,596,768 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $845,230 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,444,472 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,961,834 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,449,257 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,263,276 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,472,096 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,819,893 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,264,441 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,185,790 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $497,466 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $497,466 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,819,893 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,766,975 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,819,893 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,766,975 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,819,893 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,264,441 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,819,893 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,866,901 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,577,647 | OtherIncreasesAmt |
| Subtotal | $24,264,441 | SubtotalAmt |
| Other Decreases | $497,466 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,766,975 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,076,922 | $1,207,296 | -$130,374 | -$130,374 |
| PUBLICLY TRADED SECURITIES | P | $732,372 | $764,011 | -$31,639 | -$31,639 |
| PUBLICLY TRADED SECURITIES | P | $2,100,308 | $2,118,715 | -$18,407 | -$18,407 |
| PUBLICLY TRADED SECURITIES | P | $552 | -$552 | -$552 | |
| CAPITAL GAINS DIVIDENDS | P | $141,475 | $141,475 | $141,475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$39,497 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $376,674 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,646,344 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049262 | DistributionYr1Rt |
| Total Distribution | 0.049262 | TotalDistributionRt |
| Average Distribution | 0.049262 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,968,481 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $934,425 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,625 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $937,050 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $827,455 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,251 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,251 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,251 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,182 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $8,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $11,182 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,931 | OverpaymentAmt |
| Applied To ES Tax | $5,931 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LINDA PARK | IndividualWithBooksNm |
| Phone | 6509694345 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7430 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID LITTLEFIELD | ||||||||
| PO BOX 7430 | MENLO PARK | CA | 94026 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| SCOTT LITTLEFIELD | ||||||||
| PO BOX 7430 | MENLO PARK | CA | 94026 | CFO & DIRECTOR | 1.00 | $0 | $0 | $0 |
| GEORGE VERA | ||||||||
| PO BOX 7430 | MENLO PARK | CA | 94026 | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,453,652 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,725,575 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $78,114 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,257,341 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,257,341 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $288,860 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,968,481 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $948,424 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $948,424 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,251 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,251 | TotalTaxAmt |
| Distributable Before Adj | $943,173 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $943,173 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $943,173 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $827,455 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $827,455 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $827,455 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $943,173 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,825 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $827,455 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,825 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $823,630 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $119,543 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 10 BOOKS A HOME | |||||||
| 1238 WESTMINSTER AVE | EAST PALO ALTO | CA | 94303 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $20,000 |
| ALCIBIE ALLIANCE INCORPORATED (ENDOWMENT GRANT AGREEMENT) | |||||||
| 2120 AVY AVENUE SUITE 7508 | MENLO PARK | CA | 94026 | N/A | PF | IRC SECTION 501(C)(3)& 509(A)- OPERATING SUPPORT & CHARITABLE GRANTS | $9,030,466 |
| BOYS HOPE - GIRLS HOPE | |||||||
| 12120 BRIDGETON SQUARE DRIVE | BRIDGETON | MO | 63055 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $50,000 |
| BUILD | |||||||
| 2385 BAY ROAD | REDWOOD CITY | CA | 94063 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $69,700 |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCOURSE DRIVE | SAN FRANCISCO | CA | 94118 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $100,000 |
| CHALLENGE SUCCESS | |||||||
| PO BOX 20053 | STANFORD | CA | 94309 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $35,000 |
| CHILDREN'S HEALTH COUNCIL | |||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $65,000 |
| DONOR'S CHOOSEORG | |||||||
| 134 W 37TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $1,965 |
| LIFE MOVES (FORMERLY INNVISION) | |||||||
| 181 CONSTITUTION DRIVE | MENLO PARK | CA | 94025 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $15,000 |
| NOTRE DAME DE NAMUR UNIVERSITY | |||||||
| 1500 RALSTON AVENUE | BELMONT | CA | 94002 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $200,000 |
| NUESTRA CASA | |||||||
| 1798 BAY ROAD | E PALO ALTO | CA | 94303 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $50,000 |
| PALO ALTO JUNIOR MUSEUM AND ZOO | |||||||
| 1451 MIDDLEFIELD AVENUE | PALO ALTO | CA | 94301 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $100,000 |
| QUIMBY OAK MIDDLE SCHOOL | |||||||
| 3190 QUIMBY ROAD | SAN JOSE | CA | 95148 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $42,964 |
| SECOND HARVEST FOOD BANK | |||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | N/A | PC | IRC SECTION 501(C)(3) UNRESTRICTED | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,810,095 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALCIBIE ALLIANCE INCORPORATED (ENDOWMENT GRANT AGREEMENT) | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2120 AVY AVENUE SUITE 7508 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PF | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | IRC SECTION 501(C)(3)& 509(A)- OPERATING SUPPORT & CHARITABLE GRANTS | GrantOrContributionPurposeTxt |
| Amt | $497,466 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $497,466 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,218 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $262,202 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$39,497 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $328,923 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $328,923 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | LITTLEFIELD 2000 TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 190577 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $16,506,779 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $9,500 | $0 | $9,500 |
| TAX PREPARATION FEES | $9,500 | $4,750 | $4,750 |
| BOOKKEEPING FEES | $8,510 | $5,560 | $2,950 |
| AUDIT FEES | $10,000 | $0 | $10,000 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALCIBIE ALLIANCE INCORPORATED | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2120 AVY AVENUE SUITE 7508 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2015-01-30 | GrantDt |
| Grant | $9,527,932 | GrantAmt |
| Purpose Of Grant | THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SECTION 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE JACQUES M. LITTLEFIELD FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO ITS GRANT TO THE ALCIBIE ALLIANCE INCORPORATED ("CORPORATION"), A PRIVATE FOUNDATION.THE FUNDS TRANSFERRED TO THE CORPORATION WERE USED EXCLUSIVELY FOR THE CORPORATION'S OPERATING SUPPORT AND CHARITABLE GRANTS. IN ADDITION, 40% OF THE FUNDS WERE SET ASIDE IN RESERVE FOR A POSSIBLE DISTRIBUTION BACK TO THE JACQUES M. LITTLEFIELD FOUNDATION TO ALLOW FOR JOINT GRANT MAKING BETWEEN THE CORPORATION AND JACQUES M. LITTLEFIELD FOUNDATION. A COPY OF THE EXPENDITURE RESPONSIBILITY ENDOWMENT GRANT AGREEMENT IS AVAILABLE UPON REQUEST. | PurposeOfGrantTxt |
| Expended By Grantee | $315,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 3/31/16 | DatesOfReportsByGranteeTxt |
| Verification | 2015-12-31 | VerificationDt |
| Results Of Verification | ALCIBIE ALLIANCE INCORPORATED, A PRIVATE FOUNDATION, HAS SUBMITTED A FULL AND COMPLETE ANNUAL REPORT CONCERNING THE MANNER IN WHICH THE FUNDS WERE SPENT FOR THE TAX YEAR ENDING DECEMBER 31, 2015. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $3,444,472 | EOYBookValueAmt |
| EOYFMV | $2,961,834 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $15,401,601 | EOYBookValueAmt |
| EOYFMV | $15,596,768 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY FUNDS | AT COST | $1,907,000 | $1,758,107 |
| OTHER ASSETS | AT COST | $1,967,443 | $1,776,614 |
| PSHP/HCP PE FUND III (CAYMAN) | AT COST | $195,833 | $562,257 |
| PSHP/HCP PE FUND IV (CAYMAN) | AT COST | $129,667 | $313,482 |
| PSHP/HCP PE FUND VI (CAYMAN) | AT COST | $63,333 | $61,636 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,493 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,493 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENDOWMENT GRANT TO ALCIBIE ALLIANCE INCORPORATED (PAID IN 2016) | Desc |
| Amt | $497,466 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $232 | $232 | $0 |
| CORPORATE FEES | $284 | $0 | $284 |
| UNITED STATES TREASURY (FORM 1023) | $850 | $0 | $850 |
| SECRETARY OF STATE | $20 | $0 | $20 |
| DEPARTMENT OF JUSTICE | $25 | $0 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSFER FROM EDMUND & JEANNIK LITTLEFIELD FOUNDATION (EIN:94-6074780) | Desc |
| Amt | $6,577,647 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $93,424 | $93,424 | $0 |
| CONSULTING FEES | $17,719 | $0 | $17,719 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LITTLEFIELD 2000 TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 190577 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94119 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UNITED STATES TREASURY | $5,000 | $0 | $0 |
| FRANCHISE TAX BOARD | $10 | $0 | $10 |
| ATTORNEY GENERAL | $225 | $0 | $225 |
| FOREIGN TAX | $1,914 | $1,914 | $0 |
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