LEWIS FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LEWIS FAMILY FOUNDATION (EIN 68-0593113)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-19
- IRS object ID
- 201642019349100709
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-19T14:33:08-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 252476821 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS FAMILY OFFICE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5240 S POLARIS AVENUE | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89118 | 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 | 680593113 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEWI | BusinessNameControlTxt |
| Phone | 9099850971 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1156 N MOUNTAIN AVENUE | AddressLine1Txt |
| City | UPLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91786 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD A LEWIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9099850971 | PhoneNum |
| Signature | 2016-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN R MANSFIELD | PreparerPersonNm |
| PTIN | P01707424 | PTIN |
| Phone | 7022627338 | PhoneNum |
| Preparation | 2016-07-15 | PreparationDt |
| 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 | $48,435 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $157 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $157 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $64,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $169 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $169 | 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 |
| Other Prof Fees Rev And Expnss | $500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $165 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $51 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $675 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $551 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,675 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $551 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,010 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,506 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $248 | CashBOYAmt |
| Cash EOY | $738 | CashEOYAmt |
| Cash EOYFMV | $738 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $51,693 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,697 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,697 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $51,941 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,435 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,435 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $51,941 | RetainedEarningBOYAmt |
| Retained Earning EOY | $48,435 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $51,941 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,435 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $51,941 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $48,435 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $51,941 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,506 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $48,435 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $48,435 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALABAMA POWER CO 0.550% 10/15/15 | P | 2015-02-05 | 2015-10-15 | $2,000 | $2,000 | $0 | $0 |
| AMERICAN EXPRESS CO 2.750% 9/15/15 | P | 2014-10-15 | 2015-09-15 | $2,000 | $2,000 | $0 | $0 |
| ANHEUSER-BUSCH INBEV 4.125% 1/15/15 | P | 2014-05-02 | 2015-01-15 | $2,000 | $2,000 | $0 | $0 |
| ANHEUSER-BUSCH INBEV 0.800% 7/15/15 | P | 2015-01-07 | 2015-07-15 | $2,000 | $2,000 | $0 | $0 |
| BLACKROCK INC 1.375% 6/01/15 | P | 2015-01-20 | 2015-06-01 | $2,000 | $2,000 | $0 | $0 |
| CAROLINA POWER & LIG 5.250% 12/15/15 | P | 2015-11-03 | 2015-12-15 | $1,000 | $1,000 | $0 | $0 |
| CATERPILLAR FINANCIA 1.050% 3/26/15 | P | 2014-03-26 | 2015-03-26 | $2,000 | $2,000 | $0 | $0 |
| CREDIT SUISSE FIRST 4.875% 1/15/15 | P | 2014-03-04 | 2015-01-15 | $2,000 | $2,000 | $0 | $0 |
| EASTMAN CHEMICAL CO 3.000% 12/15/15 | P | 2015-10-28 | 2015-12-15 | $1,000 | $1,000 | $0 | $0 |
| GENENTECH INC (USA) 4.750% 7/15/15 | P | 2015-01-22 | 2015-07-15 | $2,000 | $2,000 | $0 | $0 |
| GENERAL ELECTRIC CO 0.850% 10/09/15 | P | 2014-10-15 | 2015-10-09 | $2,000 | $2,000 | $0 | $0 |
| HSBC USA INC 2.375% 2/13/15 | P | 2014-05-02 | 2015-02-13 | $2,000 | $2,000 | $0 | $0 |
| JPMORGAN CHASE & CO 3.700% 1/20/15 | P | 2014-01-29 | 2015-01-20 | $2,000 | $2,000 | $0 | $0 |
| NEXTERA ENERGY CAPIT 1.200% 6/01/15 | P | 2015-01-21 | 2015-06-01 | $2,000 | $2,000 | $0 | $0 |
| NORTHERN STATES PWR- 1.950% 8/15/15 | P | 2015-01-15 | 2015-08-15 | $2,000 | $2,000 | $0 | $0 |
| PNC FUNDING CORP 3.625% 2/08/15 | P | 2014-12-12 | 2015-02-08 | $2,000 | $2,000 | $0 | $0 |
| PEPSICO INC 0.750% 3/05/15 | P | 2014-03-26 | 2015-03-05 | $2,000 | $2,000 | $0 | $0 |
| PHILLIPS 66 1.950% 3/05/15 | P | 2015-01-22 | 2015-03-05 | $2,000 | $2,000 | $0 | $0 |
| PRECISION CASTPARTS 0.700% 12/20/15 | P | 2015-10-05 | 2015-12-20 | $2,000 | $2,000 | $0 | $0 |
| SYSCO CORPORATION 0.550% 6/12/15 | P | 2015-01-09 | 2015-06-12 | $2,000 | $2,000 | $0 | $0 |
| UNITEDHEALTH GROUP 4.875% 3/15/15 | P | 2014-05-14 | 2015-03-15 | $2,000 | $2,000 | $0 | $0 |
| WAL-MART STORES INC 2.875% 4/01/15 | P | 2014-12-22 | 2015-04-01 | $2,000 | $2,000 | $0 | $0 |
| AEGON NV 4.625% 12/01/15 | P | 2015-11-03 | 2015-12-01 | $1,000 | $1,000 | $0 | $0 |
| BHP BILLITON FIN USA 5.250% 12/15/15 | P | 2015-11-23 | 2015-12-15 | $1,000 | $1,000 | $0 | $0 |
| BANK OF NOVA SCOTIA 1.850% 1/12/15 | P | 2014-02-19 | 2015-01-12 | $2,000 | $2,000 | $0 | $0 |
| BANK OF NOVA SCOTIA 0.750% 10/09/15 | P | 2015-01-07 | 2015-10-09 | $2,000 | $2,000 | $0 | $0 |
| MANULIFE FINANCIAL 3.400% 9/17/15 | P | 2014-10-23 | 2015-09-17 | $2,000 | $2,000 | $0 | $0 |
| NATIONAL BANK OF CAN 1.500% 6/26/15 | P | 2015-01-28 | 2015-06-26 | $2,000 | $2,000 | $0 | $0 |
| POTASH CORP-SASKATCH 3.750% 9/30/15 | P | 2015-01-09 | 2015-09-30 | $2,000 | $2,000 | $0 | $0 |
| ROYAL BANK OF CANADA 0.800% 10/30/15 | P | 2015-01-06 | 2015-10-30 | $2,000 | $2,000 | $0 | $0 |
| TEVA PHARMA FIN II/I 3.000% 6/15/15 | P | 2014-07-10 | 2015-06-15 | $2,000 | $2,000 | $0 | $0 |
| VR7 TEXAS ST 0.270% 6/01/45 | P | 2015-02-17 | 2015-06-01 | $2,000 | $2,000 | $0 | $0 |
| TRANS-CANADA PIPELIN 0.875% 3/02/15 | P | 2014-05-14 | 2015-03-02 | $2,000 | $2,000 | $0 | $0 |
| METLIFE INC 5.000% 6/15/15 | P | 2014-06-03 | 2015-06-15 | $2,000 | $2,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,010 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $52,949 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056847 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $53,613 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000187 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $25 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $54,026 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000463 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $53,383 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000187 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $305 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $53,471 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.005704 | DistributionYr5Rt |
| Total Distribution | 0.063388 | TotalDistributionRt |
| Average Distribution | 0.012678 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $50,794 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $644 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $644 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,010 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
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 | 0 | 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 | LEWIS FAMILY OFFICE | IndividualWithBooksNm |
| Phone | 7022627338 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5240 S POLARIS AVENUE | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89118 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD A LEWIS | ||||||||
| 1156 N MOUNTAIN AVENUE | UPLAND | CA | 91786 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ROBERT E LEWIS | ||||||||
| 5240 S POLARIS AVENUE | LAS VEGAS | NV | 89118 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ROGER G LEWIS | ||||||||
| 1156 N MOUNTAIN AVENUE | UPLAND | CA | 91786 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| RANDALL W LEWIS | ||||||||
| 1156 N MOUNTAIN AVENUE | UPLAND | CA | 91786 | TRUSTEE | 0.50 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $51,241 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $327 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,568 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,568 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,794 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,540 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,540 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $2,540 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,540 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,540 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,010 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,010 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,010 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,540 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $363 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $363 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,010 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,540 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $470 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $833 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $833 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $363 | ExcessFromYear1Amt |
| Excess From Current Year | $470 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHINO VALLEY UNIFIED SCHOOL DISTRICT | ||||||
| 5130 RIVERSIDE DRIVE | CHINO | CA | 91710 | GOV | TO REINVEST IN THE DISTRICTS WE CONDUCT BUSINESS IN AND TO HELP STRENGTHEN THEIR COMMUNITIES. | $1,500 |
| FONTANA UNIFIED SCHOOL DISTRICT | ||||||
| 9680 CITRUS AVENUE | FONTANA | CA | 92335 | GOV | TO REINVEST IN THE DISTRICTS WE CONDUCT BUSINESS IN AND TO HELP STRENGTHEN THEIR COMMUNITIES. | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $157 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $169 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $169 | 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UNREALIZED LOSS | $114 | $0 | $0 |
| AGENCY FEES | $51 | $51 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE FILING FEE | CategoryTxt |
| Amt | $10 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10 | DisbursementsCharitablePrpsAmt |
Comments