TEBO FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
TEBO FAMILY FOUNDATION (EIN 95-4834341)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-08
IRS object ID
201531289349100338
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-08T11:36:55-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN262708896PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1320 NEWPORT WAY NW SUITE CAddressLine1Txt
CityISSAQUAHCityNm
State AbbreviationWAStateAbbreviationCd
ZIP980273119ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954834341EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHERYL L TEBOPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3104706010PhoneNum
Signature2015-05-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJASON B RYDBERG CPAPreparerPersonNm
PTINP00501313PTIN
Phone2062578865PhoneNum
Preparation2015-05-08PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$533,300FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$11,775DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,775DividendsNetInvstIncmAmt
Other Income Rev And Expnss$180OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$180OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$11,955TotalRevAndExpnssAmt
Total Net Invst Incm$11,955TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,050AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,025AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,025AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,821OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,411OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,410OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$311TaxesRevAndExpnssAmt
Taxes Net Invst Incm$301TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$10TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,182TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,737TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,445TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,182TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,737TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,445TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,227ExcessRevenueOverExpensesAmt
Net Investment Income$9,218NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$14,663SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,459SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,459SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$336,683CorporateStockBOYAmt
Corporate Stock EOY$341,396CorporateStockEOYAmt
Corporate Stock EOYFMV$522,915CorporateStockEOYFMVAmt
Other Assets BOY$1,662OtherAssetsBOYAmt
Other Assets EOY$1,926OtherAssetsEOYAmt
Other Assets EOYFMV$1,926OtherAssetsEOYFMVAmt
Total Assets BOY$353,008TotalAssetsBOYAmt
Total Assets EOY$351,781TotalAssetsEOYAmt
Total Assets EOYFMV$533,300TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$353,008RetainedEarningBOYAmt
Retained Earning EOY$351,781RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$353,008TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$351,781TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$353,008TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$351,781TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$353,008TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,227ExcessRevenueOverExpensesAmt
Subtotal$351,781SubtotalAmt
Tot Net Ast Or Fund Balances EOY$351,781TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$13,911AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$449,383NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.030956DistributionYr1Rt
Adjusted Qlfy Distri Yr2$19,801AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$386,484NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051234DistributionYr2Rt
Adjusted Qlfy Distri Yr3$14,810AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$318,611NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046483DistributionYr3Rt
Adjusted Qlfy Distri Yr4$22,028AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$329,772NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.066798DistributionYr4Rt
Adjusted Qlfy Distri Yr5$17,648AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$293,343NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.060162DistributionYr5Rt
Total Distribution0.255633TotalDistributionRt
Average Distribution0.051127AverageDistributionRt
Net Vl Noncharitable Assets$512,861NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$26,221AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$92NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$26,313AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,445QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$184InvestmentIncomeExciseTaxAmt
Subtotal$184SubtotalAmt
Tax Based On Investment Income$184TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$89EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$89TotalPaymentsAndCreditsAmt
Tax Due$95TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksCHERYL L TEBOIndividualWithBooksNm
Phone3104592283PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCHERYL L TEBOPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1531 DRYAD ROADAddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90402ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$510,113AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,558AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$520,671TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$520,671AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,810CashDeemedCharitableAmt
Net Vl Noncharitable Assets$512,861NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,643MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,643MinimumInvestmentReturnAmt
Tax Based On Investment Income$184TaxBasedOnInvestmentIncomeAmt
Total Tax$184TotalTaxAmt
Distributable Before Adj$25,459DistributableBeforeAdjAmt
Distributable Before Ded$25,459DistributableBeforeDedAmt
Distributable As Adjusted$25,459DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,445ExpensesAndContributionsAmt
Qualifying Distributions$10,445QualifyingDistributionsAmt
Adjusted Qualifying Distri$10,445AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,459DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$351ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$725ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,076TotalExcessDistributionCyovAmt
Qualifying Distributions$10,445QualifyingDistributionsAmt
Applied To Current Year$10,445AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$1,076ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,076ExcessDistributionCyovAppCYAmt
Undistributed Income CY$13,938UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHERYL L TEBORecipientPersonNm

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CANYON CHARTER SCHOOL
421 ENTRADA DRSANTA MONICACA90402NONEPUBLIC CHRTYGENERAL BUDGET$6,000
CANYON CHARTER SCHOOL
421 ENTRADA DRSANTA MONICACA90402NONEPUBLIC CHRTYGENERAL BUDGET$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,775ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$180ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$11,955ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,955TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,050Amt
Net Investment Income$1,025NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,025DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES TRUST MSCI EAFE INDEX FUND$105,083$116,204
ISHARES TRUST RUSSELL 2000 INDEX$30,626$57,537
STANDARD & POORS DEP RECEIPTS (NET)$205,523$349,005
KINDER MORGAN INC$164$169

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$1,662BOYBookValueAmt
EOY Book Value$1,926EOYBookValueAmt
EOYFMV$1,926EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescKINDER MORGANDesc
Revenue And Expenses Per Books$180RevenueAndExpensesPerBooksAmt
Net Investment Income$180NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEE EXPENSECategoryTxt
Amt$2,821Amt
Net Investment Income$1,411NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,410DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$301$301
FRANCHISE TAX BOARD$10$10

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