Live Oak Foundation Inc

990EZ • Fiscal year 2018 • EIN 94-2867227

Aug 01, 2018 to Nov 30, 2018 • Filed on Feb 08, 2019

Organization Profile N/A

P O Box 10Morgan Hill, CA 95038

(408) 779-7717

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

Down $414,471 (-100%) from 2017

Net Assets

Down

Down $414,471 (-100%) from 2017

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$56

Down $38,400 (-100%) from 2017

Expenses

$15,889

Up $7,608 (+92%) from 2017

Net Income

Down

-$15,833

Down $46,008 (-152%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2018

Assets$0

Liabilities-

Net Assets$0

Open 2018 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2018

Revenue$56

Expenses$15,889

Net Income-$15,833

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Aug 1, 2018 to Nov 30, 2018
Signed: Feb 8, 2019
Return Version: 2018v3.1
Gross Receipts: $56

Mission and Program Overview

Mission

Provide educational grants to public schools in the morgan hill unified school district

Program Services

Description	Grants	Expenses
FUNDS DISTRIBUTED TO SCHOOLS IN THE MORGAN HILL UNIFIED SCHOOL DISTRICT	$15,889	-

Compensation and Service Providers

Employees

Name	Title	Full / Part Time	Base	Other	Total
GEORGE THOMAS	President	-	$0	-	-
JOAN PECK	Vice President	-	$0	-	-
EMILY WILCOX	Treasurer	-	$0	-	-
SUE MERZ	Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Live Oak Foundation Inc
EIN: 94-2867227
Phone: 4087797717
Address: P O BOX 10, MORGAN HILL, CA 95038

Signing Officer

Name: George P Thomas
Title: President
Signed: 2019-02-08
Discuss with paid preparer: Yes

Preparer

Firm: Nichols Rick & Company
Address: 16360 Monterey Road Suite 170, Morgan Hill, CA 95037
Preparer: John S Rick
Phone: 4087793313

Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: SCHOOLS | Donee's Name: VARIOUS SCHOOLS AND TEACHERS | Donee's Address: MORGAN HILL UNIFIED SCHOOL DISTRICT MORGAN HILL CA 95037 | Relationship of Donee: UNAFFILIATED | Cash Amount Given: $12174”

Facts and Circumstances

“During the fiscal year ended july 31, 2017, the organization did not make its annual distribution to the morgan hill school district due to timing issues. That distribution will occur during the current fiscal year.”

Raw XML Appendix155 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/PhoneNum	0	4087797717
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	P O BOX 10
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	MORGAN HILL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	95038
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	15833
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOfGoodsSoldAmt	0	0
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IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/FinalReturnInd	0	X
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IRS990EZ/Form1120PolFiledInd	0	false
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IRS990EZ/FundraisingGrossIncomeAmt	0	0
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	12174
IRS990EZ/GrossReceiptsAmt	0	56
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	56
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	15833
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	15833
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	GEORGE THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	JOAN PECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	EMILY WILCOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	SUE MERZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Secretary
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	true
IRS990EZ/OrganizationFiled990TInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	PROVIDE EDUCATIONAL GRANTS TO PUBLIC SCHOOLS IN THE MORGAN HILL UNIFIED SCHOOL DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	FUNDS DISTRIBUTED TO SCHOOLS IN THE MORGAN HILL UNIFIED SCHOOL DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	15889
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/RelatedOrgSect527OrgInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	CA
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	15889
IRS990EZ/TotalProgramServiceExpensesAmt	0	15889
IRS990EZ/TotalRevenueAmt	0	56
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	165
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	317
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	895
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	1477
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt	0	0
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt	0	56
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt	0	3081
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt	0	14946
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt	0	16732
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt	0	22648
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	57463
IRS990ScheduleA/OtherIncome170Grp/TotalAmt	0	0
IRS990ScheduleA/PrivateFoundation170Ind	0	X
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0.02510
IRS990ScheduleA/PublicSupportPY170Pct	0	0.06350
IRS990ScheduleA/PublicSupportTotal170Amt	0	1477
IRS990ScheduleA/SubstantialContributorsTotAmt	0	0
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt	0	0
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	165
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	317
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	895
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	1477
IRS990ScheduleA/TotalSupportAmt	0	58940
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt	0	0
IRS990ScheduleN/AssetsDistributedInd	0	true
IRS990ScheduleN/AttorneyGeneralNotifiedInd	0	false
IRS990ScheduleN/BondLiabilitiesDischargedInd	0	false
IRS990ScheduleN/BondsOutstandingInd	0	false
IRS990ScheduleN/DirectorOfSuccessorInd	0	false
IRS990ScheduleN/EmployeeOfSuccessorInd	0	false
IRS990ScheduleN/LiabilitiesPaidInd	0	true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc	0	CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt	0	2018-11-30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt	0	12174
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt	0	SCHOOL DISTRICT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt	0	CASH VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt	0	15600 CONCORD CIRCLE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm	0	MORGAN HILL
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd	0	CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd	0	95037
IRS990ScheduleN/OwnerOfSuccessorInd	0	false
IRS990ScheduleN/ReceiveCompensationInd	0	false
IRS990ScheduleN/RequiredToNotifyAGInd	0	false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Class of Activity: SCHOOLS \| Donee's Name: VARIOUS SCHOOLS AND TEACHERS \| Donee's Address: MORGAN HILL UNIFIED SCHOOL DISTRICT MORGAN HILL CA 95037 \| Relationship of Donee: UNAFFILIATED \| Cash Amount Given: $12174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	DURING THE FISCAL YEAR ENDED JULY 31, 2017, THE ORGANIZATION DID NOT MAKE ITS ANNUAL DISTRIBUTION TO THE MORGAN HILL SCHOOL DISTRICT DUE TO TIMING ISSUES. THAT DISTRIBUTION WILL OCCUR DURING THE CURRENT FISCAL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FACTS AND CIRCUMSTANCES
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	GEORGE P THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	LIVE OAK FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	LIVE
ReturnHeader/Filer/EIN	0	942867227
ReturnHeader/Filer/PhoneNum	0	4087797717
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	P O BOX 10
ReturnHeader/Filer/USAddress/CityNm	0	MORGAN HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	95038
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	770454740
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Nichols Rick & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	16360 Monterey Road Suite 170
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Morgan Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	95037
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4087793313
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JOHN S RICK
ReturnHeader/ReturnTs	0	2019-02-08T09:33:07-08:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2018-08-01
ReturnHeader/TaxPeriodEndDt	0	2018-11-30
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $0
Liabilities: -
Net assets: $0
Revenue: $56
Expenses: $15,889
Net income: -$15,833

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2018Detailed filing. Detailed filing data is available for this year.	$0.16	$0.00	$0.16	$0.08	$4.06	$3.99
2018Detailed filing. Detailed filing data is available for this year.	$0.00		$0.00	$0.00	$0.16	$0.16
2017Detailed filing. Detailed filing data is available for this year.	$4.14		$4.14	$0.38	$0.08	$0.30
2016Detailed filing. Detailed filing data is available for this year.	$3.84		$3.84	$0.06	$0.52	$0.46
2015Detailed filing. Detailed filing data is available for this year.	$4.31		$4.31	$0.09	$0.93	$0.85
2014Detailed filing. Detailed filing data is available for this year.	$5.15	$0.00	$5.15	$0.56	$0.18	$0.38
2013Summary only. Only limited summary data is available for this year.	$4.77	$0.00		$0.81	$0.55	$0.26
2012Summary only. Only limited summary data is available for this year.	$4.51	$0.00	$4.51	$0.41	$0.52	$0.10
2011Summary only. Only limited summary data is available for this year.	$4.62	$0.00		$0.81	$0.43	$0.38