2024-11-15T13:48:09-06:00 2023-12-31 KRUTILLA & ASSOCIATES INC 350 N WIGET LN STE 150 WALNUT CREEK CA 94598 990PF 2023-01-01 546509351 Field Family Foundation % ROBERT FIELD FIEL 4157168493 55 Oak Court 130 Danville CA 94526 Robert Field Officer 4157168493 2024-11-13 true true P01277699 9259415440 2023 2024-10-15 13:58:12Z X 1324442 X 0 X 222 222 222 10152 10152 10152 62016 436207 62016 51175 51175 123565 123565 10374 0 2250 0 0 2250 1643 1643 2535 2535 6428 4178 0 2250 53200 53200 59628 4178 0 55450 63937 119387 10374 66646 66646 66646 118934 69888 69888 158491 372908 372908 93975 0 0 815000 815000 815000 1253046 1324442 1324442 0 0 X 1253046 1324442 1253046 1324442 1253046 63937 79627 1396610 72168 1324442 FIRST REPUBLIC #6320 51488 54881 -3393 -3393 QPW #140458 96666 97748 -1082 -1082 QPW #140458 288053 221562 66491 66491 62016 1659 1659 1659 740 0 740 9 928 false false false false false false false true true CA true false false false false true ROBERT FIELD 4157168493 55 OAK COURT STE 130 danville CA 94526 false false false false false false false false false false false false false false false false false false false false false false Robert N Field 55 Oak Court 130 Danville CA 94526 mgr/dir/trustee 0 0 0 0 Teresa L Field 55 Oak Court 130 Danville CA 94526 Mgr/dir/trustee 0 0 0 0 THE FOUNDATION'S ONLY MAJOR CHARITABLE ACTIVITY IS TO PROVIDE FUNDS TO OTHER QUALIFYING ORGANIZATIONS. DURING THE YEAR FUNDS WERE DISTRIBUTED TO NINETEEN ORGANIZATIONS. 53200 305484 80176 0 385660 0 385660 5785 379875 18994 18994 1659 1659 17335 17335 17335 55450 0 0 0 0 55450 17335 0 2021 2020 2019 0 2063 27558 1368 28444 59433 55450 0 17335 38115 97548 0 0 0 0 2063 95485 27558 1368 28444 38115 Field Family Foundation 55 Oak Court Ste 130 danville CA 94526 4157168493 APPLICATION SHOULD BE IN WRITING AND SHOULD DESCRIBE THE AMOUNT, CHARITABLE NEED AND/OR PROGRAM. THE FEDERAL ID NUMBER AND NECESSARY I.R.C. SEC. 501 (C) (3) INFORMATION SHOULD BE PROVIDED. SEE STATEMENT FOR LINE 2A SEE STATEMENT FOR LINE 2A See Statement Various Danville CA 94526 No relationship General 53200 53200 14 222 14 10152 18 62016 CURTIS HEINZ - INT 14 2275 GARY A TORRETTA - INT 14 48900 123565 123565 false false false false false false false false false false PROFESSIONAL FEES 2250 2250 4,471 DOUBLELINE TOTAL RETURN 0 0 500 VANGUARD ST CORP BOND IND 0 0 4,501 VANGUARD TOTAL BOND MARK 0 0 1,108 PIMCO INCOME FUND 0 0 201.65 VANGUARD SMALL-CAP VALU 0 0 45 ABBOTT LABS 0 0 80 ALPHABET, INC 0 0 40 AMAZON.COM INC 0 0 68 APPLE INC 0 0 190 BANK OF AMERICA 0 0 52 BLOCK INC CL A 0 0 100 COCA COLA CO 0 0 24 CONSTELATION BRANDS 0 0 55 CVS HEALTH CORP 0 0 1,333 DFA US LARGE CAP 0 0 50 WALT DISNEY CO 0 0 100 FIRST TRUST EFT 0 0 17 HOME DEPOT 0 0 30 HONEYWELL INTL 0 0 30 JOHNSON & JOHNSON 0 0 50 JP MORGAN CHASE 0 0 28 MICROSOFT INC 0 0 12 NVIDIA CORP 0 0 70 ORACLE CORP 0 0 40 PEPSICO INC 0 0 45 PROCTOR & GAMBLE 0 0 150 SELECT SECTOR SPDR 0 0 16 STRYKER CORP 0 0 86 SYSCO CORP 0 0 254.13 SALESFORCE.COM INC 0 0 ISHARES TR S&P 100 ETF 7595 7595 ISHARES TR CORE S&P 500 ETF 128482 128482 ISHARES TR IBOXX USD INVT 11619 11619 ISHARES TR S&P 500 GROWTH ETF 7585 7585 ISHARES TR GLOBAL ENERGY ETF 3207 3207 ISHARES TR 20+YEARS BD ETF 14239 14239 ISHARES TR US TECHNOLOGY ETF 11907 11907 ISHARES TR JPMORGAN USD BD ETF 3830 3830 ISHARES TR MBS ETF 22767 22767 ISHARES TR MSCI EAFE VALUE ETF 22664 22664 ISHARES TR MSCI EAFEGROWTH ETF 13946 13946 ISHARES TR MSCI EAFE USA ETF 26780 26780 ISHARES INC CORE MSCI ETF 7536 7536 ISHARES INC MSCI EX CHINA ETF 3879 3879 ISAHRES TR CORE TOTAL USD ETF 65604 65604 ISHARES TR TREAS BD ETF 17362 17362 ISHARES TR US INFRAS. ETF 3906 3906 UNREALIZED GAIN/LOSS ADJ 72168 INVESTMENT FEES 2535 2535 Curtis Heinz - Int 2275 2275 Gary A Toretta - Int 48900 48900 BOOK TO TAX ADJUSTMENT 79627 TAXES 1643 1643