LUCERO FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LUCERO FAMILY FOUNDATION (EIN 94-3312562)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-05
- IRS object ID
- 201442179349100704
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-05T09:48:22-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841357300 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE L ESKEW CPA PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6625 DELMONICO DR | AddressLine1 |
| City | COLORADO SPRINGS | City |
| State | CO | State |
| ZIP Code | 809191809 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943312562 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCERO FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUCE | BusinessNameControlTxt |
| Phone | 6505792810 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 GRAND ST | AddressLine1 |
| City | REDWOOD CITY | City |
| State | CA | State |
| ZIP Code | 94061 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUCERO | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6505792810 | PhoneNum |
| Signature | 2014-08-05 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE L ESKEW | PreparerPersonNm |
| PTIN | P00166033 | PTIN |
| Phone | 7196329855 | PhoneNum |
| Preparation | 2014-08-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $233,575 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,988 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,988 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,988 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,198 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $77,961 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,196 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,186 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,184 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,988 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $835 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $835 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $67 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $67 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,902 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,902 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,502 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,502 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,316 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,184 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,988 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $107 | CashBOYAmt |
| Cash EOY | -$1,874 | CashEOYAmt |
| Cash EOYFMV | -$1,874 | CashEOYFMVAmt |
| Other Investments BOY | $190,349 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $186,434 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $235,449 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,973 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,973 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $190,456 | TotalAssetsBOYAmt |
| Total Assets EOY | $184,560 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $233,575 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $316,458 | CapitalStockBOYAmt |
| Capital Stock EOY | $316,458 | CapitalStockEOYAmt |
| Retained Earning BOY | -$126,002 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$131,898 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $190,456 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $184,560 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $190,456 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $184,560 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $190,456 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,316 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,420 | OtherIncreasesAmt |
| Subtotal | $184,560 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $184,560 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| INTL BOND FUND C | P | 2010-01-09 | 2013-07-25 | $4,505 | $4,535 | -$30 | -$30 |
| CAP APPREC FD C | P | 2010-10-01 | 2013-07-25 | $2,108 | $1,640 | $468 | $468 |
| LTD TERM BOND FD A | P | 2010-01-09 | 2013-11-06 | $1,000 | $1,026 | -$26 | -$26 |
| LTD TM GOVT FD A | P | 2010-11-13 | 2013-11-06 | $2,000 | $2,028 | -$28 | -$28 |
| LTD TERM BOND FD C | P | 2013-01-15 | 2013-07-25 | $430 | $442 | -$12 | -$12 |
| LTD TM GOVT FD C | P | 2013-03-31 | 2013-07-25 | $218 | $222 | -$4 | -$4 |
| LTD TERM BOND FD C | P | 2010-07-15 | 2013-07-25 | $85 | $87 | -$2 | -$2 |
| LTD TM GOVT FD C | P | 2012-05-31 | 2013-07-25 | $107 | $109 | -$2 | -$2 |
| LTD TERM BOND FD C | P | 2010-07-15 | 2013-07-25 | $11,576 | $11,936 | -$360 | -$360 |
| LTD TM GOVT FD C | P | 2010-12-28 | 2013-07-25 | $17,073 | $17,334 | -$261 | -$261 |
| GLOB STRAT INC FD A | P | 2010-04-13 | 2013-11-06 | $5,000 | $4,845 | $155 | $155 |
| GLOB STRAT INC FD C | P | 2010-08-03 | 2013-07-25 | $13,359 | $12,886 | $473 | $473 |
| SM & MIDCAP VAL FD A | P | 2010-06-12 | 2013-11-06 | $512 | $356 | $156 | $156 |
| SM & MIDCAP VAL FD C | P | 2010-04-22 | 2013-07-25 | $2,255 | $1,665 | $590 | $590 |
| INTL VAL FD A | P | 2010-04-13 | 2013-11-06 | $513 | $340 | $173 | $173 |
| CORE BD FD A | P | 2010-09-22 | 2013-11-06 | $2,042 | $1,996 | $46 | $46 |
| CORE BD FD C | P | 2013-02-12 | 2013-07-25 | $320 | $327 | -$7 | -$7 |
| CORE BD FD C | P | 2012-04-12 | 2013-07-25 | $175 | $179 | -$4 | -$4 |
| CORE BD FD C | P | 2010-05-13 | 2013-07-25 | $10,609 | $10,420 | $189 | $189 |
| CAP APPREC FD A | P | 2010-10-12 | 2013-11-06 | $525 | $384 | $141 | $141 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,196 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$23 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,747 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $222,220 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.079862 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,543 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $229,436 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.072103 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,129 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $235,146 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038823 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,368 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $210,053 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035077 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,841 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $249,664 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039417 | DistributionYr5Rt |
| Total Distribution | 0.265282 | TotalDistributionRt |
| Average Distribution | 0.053056 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $231,047 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,258 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $102 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,360 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $19,502 | 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 | $102 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $102 | SubtotalAmt |
| Tax Based On Investment Income | $102 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $230 | AppliedToEsTaxAmt |
| Total Payments And Credits | $230 | TotalPaymentsAndCreditsAmt |
| Overpayment | $128 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $128 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | FERN LUCERO | IndividualWithBooksNm |
| Phone | 6505792810 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 GRAND STREET | AddressLine1 |
| City | REDWOOD CITY | City |
| State | CA | State |
| ZIP Code | 94061 | ZIPCode |
| 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FERN LUCERO | ||||||||
| 1125 GRAND ST | REDWOOD CITY | CA | 94061 | EXEC DIRECTO | 10.00 | $0 | $0 | $0 |
| LAURIE LUCERO OGG | ||||||||
| 3820 BAY HILL RD | BODEGA BAY | CA | 94923 | SECY /DIRECT | 5.00 | $3,000 | $0 | $0 |
| ANN LUCERO | ||||||||
| 1125 GRAND ST | REDWOOD CITY | CA | 94061 | DIRECTOR | 5.00 | $3,000 | $0 | $0 |
| JOHN LUCERO | ||||||||
| 1125 GRAND ST | REDWOOD CITY | CA | 94061 | CFO/DIRECTOR | 5.00 | $3,000 | $0 | $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 | FINANCIAL SUPPORT FOR GENERAL CHARITABLE ORGANIZATIONS BENEFITTING THE COMMUNITY, INCLUDING RELATED ADMINISTRATIVE EXPENSES | Description1Txt |
| Expenses1 | $9,600 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $235,448 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | -$883 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $234,565 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $234,565 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,518 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $231,047 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,552 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,552 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $102 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $102 | TotalTaxAmt |
| Distributable Before Adj | $11,450 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,450 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,450 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,502 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $19,502 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $102 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $19,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,450 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $1,280 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,750 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,030 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,502 | QualifyingDistributionsAmt |
| Applied To Current Year | $11,450 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,052 | RemainingDistriFromCorpusAmt |
| Total Corpus | $16,082 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $16,082 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,280 | ExcessFromYear2Amt |
| Excess From Year1 | $6,750 | ExcessFromYear1Amt |
| Excess From Current Year | $8,052 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HAWES SCHOOL | |||||||
| HAWES SCHOOL | 909 ROOSEVELT AVE | 909 ROOSEVELT AVE | REDWOOD CITY | CA | 94061 | DONATION | $2,500 |
| CAPUCHINO HS | |||||||
| CAPUCHINO HS | 1501 MAGNOLIA AVE | 1501 MAGNOLIA AVE | SAN BRUNO | CA | 94066 | DONATION | $4,100 |
| SSU ACADEMIC FOUNDATION | |||||||
| SSU ACADEMIC FOUNDATION | 1801 E COTATI AVE | 1801 E COTATI AVE | ROHNERT PARK | CA | 94928 | DONATION | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,988 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,198 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,186 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,186 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $835 | Amt |
| Disbursements Charitable Prps | $835 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| FERN LUCERO |
| LAURIE LUCERO OGG |
| ANN LUCERO |
| JOHN LUCERO |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | DEVELOPING MKTS FD A | AssetDesc |
| Acquired | 2010-04 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2013-07 | SoldDt |
| Gross Sales Price | $8 | GrossSalesPriceAmt |
| Basis | $6 | BasisAmt |
| Total Net | $2 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY MUTUAL FUNDS | AT COST | $48,749 | $79,042 |
| OPPENHEIMER MUTUAL FUNDS & MONEY MKT | AT COST | $39,912 | $61,062 |
| OPPENHEIMER FUNDS PORTFOLIO BLDR | AT COST | $97,773 | $95,345 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $5,973 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $5,973 | AccumulatedDepreciationAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENT | Description |
| Amount | $3,420 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL | $57 | $57 |
| CALIFORNIA | $10 | $10 |
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