TURNIP TOP FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TURNIP TOP FOUNDATION (EIN 20-1510559)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-02-01
- IRS object ID
- 202430329349100803
- Schema version
- 2023v4.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-01T11:56:26-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202053697 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES R COLOMBO CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9730 | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201510559 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TURNIP TOP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TURN | BusinessNameControlTxt |
| Phone | 5059838599 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 ALLEY RANCH TRAIL | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FELIX H MAGOWAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3035792892 | PhoneNum |
| Signature | 2024-02-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FELIX | PersonFirstNm |
| Person Last | MAGOWAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES R COLOMBO CPA | PreparerPersonNm |
| PTIN | P00711111 | PTIN |
| Phone | 5059839000 | PhoneNum |
| Preparation | 2024-01-31 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,132,427 | 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 |
| Interest On Sav Rev And Expnss | $341 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $341 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $341 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $16,321 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,321 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $16,321 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,825 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $461,124 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,825 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $61,487 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,487 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $16,662 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,304 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,304 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,293 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,293 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $19,293 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $27 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $27 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $687 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $687 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $687 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,311 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,980 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $20,007 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,304 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $183,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $183,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $206,661 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,980 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $20,007 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $186,654 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$145,174 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,507 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $131,204 | CashBOYAmt |
| Cash EOY | $108 | CashEOYAmt |
| Cash EOYFMV | $108 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $850 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,034 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $449 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $449 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,624,304 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,611,661 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,131,870 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,757,392 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,612,218 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,132,427 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,757,392 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,612,218 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,757,392 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,612,218 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,757,392 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,612,218 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,757,392 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$145,174 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,612,218 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,612,218 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 96.00 SH ALPHABET INC | P | 2023-02-01 | $9,358 | $7,524 | $1,834 | $1,834 |
| 62.00 SH BOOZ ALLEN HAMILTON HLDG | P | 2023-02-01 | $5,767 | $4,906 | $861 | $861 |
| 7.00 SH OREILLY AUTOMOTIVE INC | P | 2023-02-01 | $5,562 | $3,153 | $2,409 | $2,409 |
| 12.00 SH UNITEDHEALTH GROUP INC | P | 2023-02-01 | $5,897 | $3,743 | $2,154 | $2,154 |
| 29.00 SH WASTE CONNECTIONS INC | P | 2023-02-01 | $3,809 | $2,884 | $925 | $925 |
| 45.00 SH AMERICAN EXPRESS CO | P | 2023-02-07 | $8,037 | $5,420 | $2,617 | $2,617 |
| 41.00 SH BOOZ ALLEN HAMILTON HLDG CORP | P | 2023-02-07 | $3,978 | $3,244 | $734 | $734 |
| 5.00 SH OREILLY AUTOMOTIVE INC | P | 2023-02-07 | $3,973 | $2,252 | $1,721 | $1,721 |
| 30.00 SH WASTE CONNECTIONS INC | P | 2023-02-07 | $3,967 | $2,983 | $984 | $984 |
| 422.00 SH FIRST REPUBLIC BANK SAN FRANCISCO | P | 2023-03-22 | $7,271 | $33,966 | -$26,695 | -$26,695 |
| 70.00 SH APPLE INC | P | 2023-04-04 | $11,436 | $5,923 | $5,513 | $5,513 |
| 7.00 SH BOOKING HOLDINGS INC | P | 2023-04-04 | $18,532 | $16,559 | $1,973 | $1,973 |
| 7.00 SH OREILLY AUTOMOTIVE INC | P | 2023-04-04 | $5,909 | $3,153 | $2,756 | $2,756 |
| 70.00 SH VISA INC | P | 2023-04-04 | $15,679 | $14,000 | $1,679 | $1,679 |
| 10.00 SH OREILLY AUTOMOTIVE INC | P | 2023-04-25 | $9,067 | $4,504 | $4,563 | $4,563 |
| 129.00 SH AMERICAN WATER WORKS COMPANY | P | 2023-05-19 | $18,514 | $16,597 | $1,917 | $1,917 |
| 5.00 SH BOOKING HOLDINGS INC | P | 2023-05-19 | $13,424 | $8,556 | $4,868 | $4,868 |
| 70.00 SH BOOZ ALLEN HAMILTON HLDG | P | 2023-05-19 | $6,508 | $6,000 | $508 | $508 |
| 41.00 SH SHERWIN-WILLIAMS CO | P | 2023-05-19 | $9,326 | $9,824 | -$498 | -$498 |
| 95.00 SH WABTEC COM | P | 2023-05-19 | $9,265 | $7,447 | $1,818 | $1,818 |
| 26.00 SH WASTE CONNECTIONS INC | P | 2023-05-19 | $3,657 | $2,585 | $1,072 | $1,072 |
| 270.00 SH DISNEY WALT CO | P | 2023-07-25 | $23,603 | $10,109 | $13,494 | $13,494 |
| 18.00 SH MICROSOFT CORP | P | 2023-07-25 | $6,240 | $4,022 | $2,218 | $2,218 |
| 25.00 SH S&P GLOBAL INC | P | 2023-07-25 | $10,619 | $8,277 | $2,342 | $2,342 |
| 173.00 SH PAYPAL HLDGS INC | P | 2023-08-18 | $10,329 | $12,660 | -$2,331 | -$2,331 |
| 87.00 SH AMERICAN TOWER CORP | P | 2023-08-21 | $15,455 | $4,422 | $11,033 | $11,033 |
| 80.00 SH ALPHABET INC | P | 2023-08-22 | $10,209 | $6,270 | $3,939 | $3,939 |
| 24.00 SH CHARTER COMMUNICATIONS INC | P | 2023-08-22 | $345 | $345 | $345 | |
| 24.00 SH CHARTER COMMUNICATIONS INC | P | 2023-08-22 | $9,769 | $12,081 | -$2,312 | -$2,312 |
| 80.00 SH FORTIVE CORP | P | 2023-08-22 | $6,090 | $6,078 | $12 | $12 |
| 36.00 SH META PLATFORMS INC | P | 2023-08-22 | $10,080 | $10,187 | -$107 | -$107 |
| 102.00 SH PAYPAL HLDGS INC | P | 2023-08-22 | $985 | -$985 | -$985 | |
| 102.00 SH PAYPAL HLDGS INC | P | 2023-08-22 | $7,055 | $11,027 | -$3,972 | -$3,972 |
| 271.00 SH AMERICAN WATER WORKS CO | P | 2023-09-14 | $37,297 | $34,504 | $2,793 | $2,793 |
| 40.00 SH ADOBE INC | P | 2023-09-15 | $22,097 | $18,047 | $4,050 | $4,050 |
| 220.00 SH ALHABET INC | P | 2023-09-15 | $29,969 | $16,509 | $13,460 | $13,460 |
| 60.00 SH SALESFORCE INC | P | 2023-09-15 | $11,983 | $10,332 | $1,651 | $1,651 |
| 60.00 SH SALESFORCE INC | P | 2023-09-15 | $1,158 | $1,158 | $1,158 | |
| 120.00 SH ALIGN TECHNOLOGY INC | P | 2023-10-27 | $1,420 | $1,420 | $1,420 | |
| 120.00 SH ALIGN TECHNOLOGY INC | P | 2023-10-27 | $29,261 | $24,529 | $4,732 | $4,732 |
| 300.00 SH INMODE LTD COM | P | 2023-11-01 | $5,681 | $10,825 | -$5,144 | -$5,144 |
| 724.00 SH INMODE LTD COM | P | 2023-11-02 | $13,997 | $25,335 | -$11,338 | -$11,338 |
| 90.00 SH AUTODESK INC | P | 2023-11-24 | $19,531 | $24,877 | -$5,346 | -$5,346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,825 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$43,077 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $577 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $577 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $577 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,034 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,034 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $457 | OverpaymentAmt |
| Applied To ES Tax | $457 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FELIX MAGOWAN | IndividualWithBooksNm |
| Phone | 5059838599 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 ALLEY RANCH TRAIL | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBIN MAGOWAN | ||||||||
| 30 ALLEY RANCH TRAIL | SANTA FE | NM | 87505 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JULIET MATTILA | ||||||||
| 30 ALLEY RANCH TRAIL | SANTA FE | NM | 87505 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| FELIX MAGOWAN | ||||||||
| 30 ALLEY RANCH TRAIL | SANTA FE | NM | 87505 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,947,046 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,922 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,961,968 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,961,968 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,430 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,932,538 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,627 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,627 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $577 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $577 | TotalTaxAmt |
| Distributable Before Adj | $96,050 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $96,050 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $96,050 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $186,654 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $186,654 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $96,050 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $32,003 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $22,013 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,082 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,238 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $61,361 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $146,697 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $186,654 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $96,050 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $90,604 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $237,301 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $32,003 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $205,298 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,013 | ExcessFromYear4Amt |
| Excess From Year3 | $16,082 | ExcessFromYear3Amt |
| Excess From Year2 | $15,238 | ExcessFromYear2Amt |
| Excess From Year1 | $61,361 | ExcessFromYear1Amt |
| Excess From Current Year | $90,604 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 1350 | |||||||
| 6401 RICHARDS AVENUE | SANTA FE | NM | 87508 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $1,350 |
| METRO OPERA FUND | |||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $500 |
| MESA PRIETA PETROGLYPH | |||||||
| PO BOX 407 | VELARDE | NM | 87582 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $500 |
| SANTA FE FAT TIRE SOC | |||||||
| PO BOX 5511 | SANTA FE | NM | 875025511 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $1,000 |
| PLANNED PARENTHOOD | |||||||
| 9809 CANDELARIA ROAD NE | ALBUQUERQUE | NM | 87112 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $1,000 |
| SOUTHWEST NORDIC SKI CLUB | |||||||
| PO BOX 1556 | LOS ALAMOS | NM | 87544 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $1,000 |
| MUSEUM OF NM FDN | |||||||
| 1411 PASEO DE PERALTA | SANTA FE | NM | 87501 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $1,000 |
| MT HUMAN RIGHTS | |||||||
| 301 SOUTH PARK AVE | HELENA | MT | 59601 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $1,000 |
| TRUCKEE WATERSHED | |||||||
| 10418 DONNER PASS ROAD | TRUCKEE | CA | 96161 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $1,000 |
| UNIVERSITY OF CA SA | |||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 920930021 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $1,000 |
| AMP CONCERTS | |||||||
| 1013 VASSAR DR NE | ALBUQUERQUE | NM | 87106 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $1,000 |
| UNIVERSITY OF IL | |||||||
| 1201 W UNIVERSITY AVENUE | URBANA | IL | 61801 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $1,000 |
| CLOUD FOREST INSTITUTE | |||||||
| PO BOX 73 | BOONVILLE | CA | 95415 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $1,000 |
| ALI FORNEY CENTER | |||||||
| 307 W 38TH ST FL 2 | NEW YORK | NY | 10018 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $1,250 |
| NATIONAL DOMESTIC WORKER ALLIANCE | |||||||
| 45 BROADWAY 320 | NEW YORK | NY | 10006 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $1,250 |
| ALPINE THEATRE PROJECT | |||||||
| 6475 HWY 93 SOUTH SUITE 14 | WHITEFISH | MT | 59937 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $1,500 |
| USEA FOUNDATION ENDOWMENT | |||||||
| 525 OLD WATERFORD ROAD NW | LEESBURG | VA | 20176 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $1,500 |
| LENSFEST | |||||||
| 615 WEST 129TH STREET | NEW YORK | NY | 10027 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $1,500 |
| INTL MTN BICYCLING ASSOC (2) | |||||||
| PO BOX 7578 | BOULDER | CO | 80306 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $2,000 |
| SOUTHERN UT WILDERNESS ALLIANCE | |||||||
| 425 EAST 100 SOUTH | SALT LAKE CITY | UT | 84111 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $2,000 |
| UNIVERSITY OF NM FDN | |||||||
| 700 LOMAS BLVD NE | ALBUQUERQUE | NM | 87102 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $2,000 |
| NATE CHUTE FDN | |||||||
| PO BOX 245 | WHITEFISH | MT | 59937 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $2,500 |
| USA CYCLING DEVELO | |||||||
| 210 USA CYCLING PT | COLORADO SPRINGS | CO | 80919 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $2,500 |
| REED COLLEGE | |||||||
| 3203 SE WOODSTOCK BLVD | PORTLAND | OR | 972028199 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $3,000 |
| SANTA FE BOTANICAL | |||||||
| PO BOX 23343 | SANTA FE | NM | 875023343 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $3,000 |
| UC SANTA CRUZ FDN | |||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $5,000 |
| THINK NM | |||||||
| 1227 PASEO DE PERALTA | SANTA FE | NM | 87501 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $5,000 |
| RED HEN PRESS | |||||||
| PO BOX 40820 | PASADENA | CA | 91114 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $5,000 |
| PEOPLE FOR BIKES | |||||||
| PO BOX 2359 | BOULDER | CO | 80306 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $5,000 |
| MERRILL HOUSE | |||||||
| 107 WATER ST | STONINGTON | IL | 06378 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $5,000 |
| HIGH COUNTRY NEWS | |||||||
| 119 GRAND AVE | PAONIA | CO | 81428 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $5,000 |
| CRESCENDO (2) | |||||||
| PO BOX 245 | LAKEVILLE | CT | 06039 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $5,500 |
| KSFR (3) | |||||||
| PO BOX 31366 | SANTA FE | NM | 87594 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $6,500 |
| NARGS | |||||||
| PO BOX 18604 | RALEIGH | NC | 276198604 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $7,000 |
| UNIVERSITY OF IOWA FOUNDATION (3) | |||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52242 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $7,250 |
| FRACTURED ATLAS | |||||||
| 248 W 35TH ST 10TH FL | NEW YORK | NY | 10001 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $9,000 |
| WHITEFISH CHRISTIAN ACADEMY (2) | |||||||
| 820 ASHAR AVE | WHITEFISH | MT | 59937 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $9,500 |
| LA FAMILIA MEDICAL CENTER (3) | |||||||
| 1035 ALTO STREET | SANTA FE | NM | 87501 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $11,750 |
| CREO FAMILY OFFICE SYNDICATE | |||||||
| 156 5TH AVE SUITE 804 | NEW YORK | NY | 10010 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $12,500 |
| SCES (2) | |||||||
| 315 E MAIN STREET | SEVIERVILLE | TN | 37862 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $21,000 |
| IMPACT ASSETS (4) | |||||||
| 4340 EAST WEST HWY STE 210 | BETHESDA | MD | 20814 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $27,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $183,350 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $341 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,321 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $44,825 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,662 | ExclusionAmt |
| Related Or Exempt Function Incm | $44,825 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,487 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | INVESTMENT GAIN LOSS ACTIVITY | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,304 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,304 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,611,661 | EOYBookValueAmt |
| EOYFMV | $2,131,870 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $19,293 | Amt |
| Net Investment Income | $19,293 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $19,293 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $102 | $102 | $102 | $0 |
| INCOME TAX EXPENSE | $585 | $585 | $585 | $0 |