EIN 82-3656765

Lucy Perricone Family Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
2018
Most recent tax filings
2023-11-01
NTEE code, primary
Description
The Lucy Perricone Family Foundation is a private foundation located in La Quinta, CA. The foundation was formed to serve as a nonoperating private foundation, making qualifying distributions to public charities. The foundation primarily funds financial aid and assistance. Last year, the foundation made 18 grants. Grantees include Xavier College Prep and others.
Total revenues
$226,933
2023
Total expenses
$207,291
2023
Total assets
$1,729,028
2023
Num. employees
0
2023

Program areas at Lucy Perricone Family Foundation

The Foundation was formed to serve as a nonoperating private Foundation, making qualifying distributions to public charities and other entities exempt under internal revenue code secion 501(c)(3).
Net investment income as earned is distributed to eligible donees.

Grants made by Lucy Perricone Family Foundation

GranteeGrant descriptionAmount
Xavier College Preparatory High SchoolFinancial Aid and Assistance$50,000
Sacred Heart School Palm Desert FdnFinancial Aid and Assistance$50,000
Franciscan Renewal CenterFinancial Aid and Assistance$20,000
...and 5 more grants made

Personnel at Lucy Perricone Family Foundation

NameTitleCompensation
Judith de KlotzChief Financial Officer$0
Lucy A PerriconePresident$0

Financials for Lucy Perricone Family Foundation

RevenuesFYE 11/2023
Total grants, contributions, etc.$200,000
Investment income and dividends$56,209
Net rental income$0
Net gain from sale of non-inventory assets$-29,276
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$226,933

Form 990s for Lucy Perricone Family Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-112024-01-22990PFView PDF
2022-112023-01-17990PFView PDF
2021-112022-03-02990PFView PDF
2020-112021-06-17990PFView PDF
2019-112021-05-14990PFView PDF
...and 1 more Form 990
Data update history
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 20, 2023
Posted financials
Added Form 990PF for fiscal year 2022
October 13, 2021
Posted financials
Added Form 990PF for fiscal year 2020
September 29, 2021
Updated personnel
Identified 2 new personnel
September 28, 2021
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
48810 Vista Estrella
La Quinta, CA 92253
Metro area
Riverside-San Bernardino-Ontario, CA
County
Riverside County, CA
Phone
(626) 688-3744
IRS details
EIN
82-3656765
Fiscal year end
November
Taxreturn type
Form 990-PF
Year formed
2018
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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