FREEDOM REIGN FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: FREEDOM REIGN FOUNDATION (EIN 46-2720183)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-12
IRS object ID: 202423179349101787
Schema version: 2023v5.1
Note: A later return for the same period supersedes this one.
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
Schedule B
Accounting Fees Schedule
Depreciation Schedule
Investments Other Schedule2
Land Etc Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Substantial Contributors Sch

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-12T11:49:41-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	941341042	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FRANK RIMERMAN & CO LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1801 PAGE MILL ROAD	AddressLine1Txt
City	PALO ALTO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94304	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	462720183	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FREEDOM REIGN FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	FREE	BusinessNameControlTxt
Phone	4088881871	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	18020 SARATOGA LOS GATOS ROAD	AddressLine1Txt
City	MONTE SERENO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95030	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ALICIA GOETZ	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	4088881871	PhoneNum
Signature	2024-11-01	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ROBERT N HOFFMAN	PreparerPersonNm
PTIN	P01062419	PTIN
Phone	6508458100	PhoneNum
Preparation	2024-11-01	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$37,217,731	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$32,232	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$79,496	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$79,496	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$124,621	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$124,621	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,574,135	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,586,646	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,574,135	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$0	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$39,939	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,810,484	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,818,191	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$316,173	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$316,173	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$27,609	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$27,609	PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$7,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$7,000	AccountingFeesChrtblPrpsAmt
Deprec And Dpltn Rev And Expnss	$73,959	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss	$1,147,641	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$257,772	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$889,869	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,572,382	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$257,772	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,240,651	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$570,418	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$570,418	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,142,800	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$257,772	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,811,069	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$332,316	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,560,419	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$1,848,134	CashBOYAmt
Cash EOY	$1,789,335	CashEOYAmt
Cash EOYFMV	$1,789,335	CashEOYFMVAmt
Other Investments BOY	$32,770,060	OtherInvestmentsBOYAmt
Other Investments EOY	$33,044,029	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$33,044,029	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$1,387,461	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$826,144	LandBldgEquipAccumDeprecAmt
Land BOY	$635,276	LandBOYAmt
Land EOY	$561,317	LandEOYAmt
Land EOYFMV	$561,317	LandEOYFMVAmt
Other Assets BOY	$0	OtherAssetsBOYAmt
Other Assets EOY	$1,823,050	OtherAssetsEOYAmt
Other Assets EOYFMV	$1,823,050	OtherAssetsEOYFMVAmt
Total Assets BOY	$35,253,470	TotalAssetsBOYAmt
Total Assets EOY	$37,217,731	TotalAssetsEOYAmt
Total Assets EOYFMV	$37,217,731	TotalAssetsEOYFMVAmt
Accounts Payable EOY	$165,102	AccountsPayableEOYAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$165,102	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$35,253,470	RetainedEarningBOYAmt
Retained Earning EOY	$37,052,629	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$35,253,470	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$37,052,629	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$35,253,470	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$37,217,731	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$35,253,470	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$332,316	ExcessRevenueOverExpensesAmt
Other Increases	$2,131,475	OtherIncreasesAmt
Subtotal	$37,052,629	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$37,052,629	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Gross Sales PriceGrossSalesPriceAmt
FROM PASSTHROUGH: SCHF USTE	P	2023-01-01	2023-12-31	$12,511	-$12,511	-$12,511
FROM PASSTHROUGH: SCHF USTE	P	2023-01-01	2023-12-31		$1,586,646	$1,586,646	$1,586,646

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,574,135	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$21,690	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$21,690	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$21,690	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$40,073	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	$40,073	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$18,383	OverpaymentAmt
Applied To ES Tax	$18,383	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	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (1)	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	FREEDOMREIGNSEQUINESANCTUARY.COM	WebsiteAddressTxt
Individual With Books	FRANK RIMERMAN CO LLP	IndividualWithBooksNm
Phone	6508458100	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1801 PAGE MILL ROAD	AddressLine1Txt
City	PALO ALTO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94304	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	Yes (1)	UndistributedIncomePYInd
Undistributed Income PY1	2022	UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not App	Yes (1)	UndistrIncmSect4942a2NotAppInd
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

Field	Value	IRS element (for citing)
Person	ALICIA GOETZ	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O FRANKRIMERMANCO1801 PAGE MILL	AddressLine1Txt
Address Line2	RD	AddressLine2Txt
City	PALO ALTO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94304	ZIPCd

Field	Value	IRS element (for citing)
Title	PRESIDENT, SECRETARY, CFO	TitleTxt
Average Hrs Per Wk Devoted To Pos	10.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
LAUREANO ECHEZARRETA
2901 Y ROAD	SAN JUAN BAUTISTA	CA	95045	MANAGER	50.00	$102,040	$14,346	$0
CARRIE ECHEZARRETA
2901 Y ROAD	SAN JUAN BAUTISTA	CA	95045	MANAGER	50.00	$80,700	$1,587	$0

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	EQUINE SANCTUARY - PROVIDE HABITAT, CARE, AND FEED FOR HORSES DESTINED FOR SLAUGHTER. PROVIDING EDUCATIONAL MATERIALS ON THE PLIGHT OF HORSES IN NEED.	Description1Txt
Expenses1	$1,240,651	Expenses1Amt

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	$33,247,191	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$2,560,300	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$35,807,491	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$35,807,491	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$537,112	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$35,270,379	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,763,519	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,763,519	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$21,690	TaxBasedOnInvestmentIncomeAmt
Total Tax	$21,690	TotalTaxAmt
Distributable Before Adj	$1,741,829	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,741,829	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,741,829	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,811,069	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,811,069	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,741,829	DistributableAsAdjustedAmt
Undistributed Income PY	$1,876,247	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,811,069	QualifyingDistributionsAmt
Applied To Year1	$1,811,069	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$0	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$65,178	Taxable2Amt
Undistributed Income CY	$1,741,829	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	ALICIA GOETZ	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	CountryRecipientForeignAddress/CountryCd	Foreign PostalRecipientForeignAddress/ForeignPostalCd	Address Line2RecipientUSAddress/AddressLine2Txt
A MAN WITH A HORSE
4 JETT CT	ASHVILLE	NC	288063909	NONE	PUBLIC CHARITY	TO BRINGING HORSES AND HUMANS TOGETHER FOR HOLISTIC LEARNING AND HEALING	$10,000
AMERICAN WILD HORSE CAMPAIGN
PO BOX 1733	DAVIS	CA	95617	NONE	PUBLIC CHARITY	TO SUPPORT PRESERVATION AND PROTECTION FOR WILD HORSES	$100,000
ANIMAL ASSISTED HAPPINESS
999 E CARIBBEAN DR	SUNNYVALE	CA	94089	NONE	PUBLIC CHARITY	TO ENRICH THE LIVES OF YOUTH WITH NEEDS THROUGH BARNYARD ANIMAL INTERACTIONS	$5,102
BECKLEY FOUNDATION
				NONE	PUBLIC CHARITY	TO SCIENTIFICALLY INVESTIGATE THE EFFECTS OF PSYCHOACTIVE SUBSTANCES ON THE BRAIN AND CONSCIOUSNESS IN ORDER TO HARNESS THEIR POTENTIAL BENEFITS AND MINIMISE THEIR POTENTIAL HARMS; LEARN MORE ABOUT CONSCIOUSNESS AND BRAIN FUNCTION; AND DISCOVER AND EXPLORE NEW AVENUES FOR THE TREATMENT OF ILLNESSES.	$5,000	BECKLEY PARK	OXFORD	UK	OX3 9SY
BEST FRIENDS
5001 ANGEL CANYON ROAD	KANAB	UT	847415000	NONE	PUBLIC CHARITY	TO PROVIDE SANCTUARY FOR HOMELESS ANIMALS AND PROVIDE ADOPTION, SPAY/NEUTER AND EDUCAITONAL PROGRAMS	$100,000
CHEER
584 CASTRO STREET 307	SAN FRANCISCO	CA	94114	NONE	PUBLIC CHARITY	TO IMPROVING THE LIVES OF PEOPLE LIVING WITH LIFE-CHALLENGING CONDITIONS	$5,000
COUTY OF SANTA CLARA ANIMAL SERVICES
12425 MONTEREY RD	SAN MARTIN	CA	95046	NONE	PUBLIC CHARITY	TO REUNITE LOST PETS WITH THEIR FAMILIES WHILE FINDING HOMES FOR THOSE STILL IN NEED	$5,000
DAVID SHELDRIC WILDLIFE TRUST
				NONE	PUBLIC CHARITY	TO PROTECT AFRICA'S WILDLIFE AND TO PRESERVE HABITATS FOR THE FUTURE OF ALL WILD SPECIES.	$25,000	PO BOX 15555	MBAGATHI	KE
EQUINE ADVOCATES
3212 NY-66	VALATIE	NY	12184	NONE	PUBLIC CHARITY	TO RESCUE, PROTECT AND PREVENT ABUSE OF EQUINES	$8,000
FARM SANCTUARY
PO BOX 150	WATKINS GLEN	NY	14891	NONE	PUBLIC CHARITY	TO COMBAT THE ABUSES OF FACTORY FARMING, ADVOCATE FOR INSTITUTIONAL REFORMS, AND ENCOURAGE A NEW AWARENESS AND UNDERSTANDING OF FARM ANIMALS AND THE BENEFITS OF PLANT-BASED LIVING.	$50,000
FRIENDS OF LAUGHING BUCK FARMS
3724 N CO RD 13	FORT COLLINS	CO	80524	NONE	PUBLIC CHARITY	TO DEVELOPING AND SUPPORTING EDUCATIONAL AND THERAPEUTIC HORSE AND FARM EXPERIENCES	$5,000
HEEHAW DONKEY RESCUE
12906 APPALOOSA AVE	WELLINGTON	CO	80549	NONE	PUBLIC CHARITY	TO RESCUE, REHABILITATE, RE-TRAIN, AND RE-HOME DONKEYS	$10,000
HEROS & HORSES
PO BOX 1067	MANHATTAN	MT	59741	NONE	PUBLIC CHARITY	TO OFFER COMBAT VETERANS AN ALTERNATIVE SOLUTION FOR DEFINING AND APPROACHING THEIR PHYSICAL AND MENTAL SCARS--A SOLUTION THAT DOES NOT INCLUDE PRESCRIPTION MEDICATIONS, OR TRADITIONAL PSYCHOTHERAPY, BUT RATHER THE OPPORTUNITY TO USE TOOLS TO REDEFINE THEIR PURPOSE, REDISCOVER THEIR INNER STRENGTH, AND MAXIMIZE THEIR POTENTIAL BY TAKING OWNERSHIP OF THEIR LIVES FOR THE FIRST TIME SINCE LEAVING SERVICE.	$5,166
HOFFMAN INSTITUTE
1299 FOURTH STREET 6TH FLOOR	SAN RAFAEL	CA	94901	NONE	PUBLIC CHARITY	DEDICATED TO TRANSFORMATIVE ADULT EDUCATION, SPIRITUAL GROWTH, AND THE PERSONAL DIMENSIONS OF LEADERSHIP.	$10,000
HOOVES
4055 WILKINS ROAD	SWANTON	OH	43558	NONE	PUBLIC CHARITY	TO PROVIDE AN EQUINE-GUIDED TRANSFORMATIVE EXPERIENCE THAT PROMOTES SUSTAINABLE PERSONAL GROWTH, HARNESSES THE POWER OF HEALING, AND INSPIRES THE REALIZATION OF MIRACLES IN EVERYDAY LIFE	$5,150
HORSES FOR MENTAL HEALTH
3039 CANYON LINK DR	PARK CITY	UT	84098	NONE	PUBLIC CHARITY	TO INCREASE AWARENESS, PUBLIC ENGAGEMENT, FUNDS, AND ACCESS TO PROGRAMS INCORPORATING HORSES FOR MENTAL HEALTH AND PERSONAL GROWTH	$50,000
HUMANE SOCIETY OF SV
901 AMES AVE	MILPITAS	CA	95035	NONE	PUBLIC CHARITY	SAVING LIVES, KEEPING FAMILIES TOGETHER, AND CREATING A BETTER FUTURE FOR ANIMALS IN OUR COMMUNITY AND BEYOND	$10,000
JAMESON HUMANE
1199 CUTTINGS WHARF RD	NAPA	CA	94559	NONE	PUBLIC CHARITY	TO IMPROVE ANIMAL WELFARE THROUGH GLOBAL COLLABORATION AND EDUCATION FOR THE BENEFIT OF ALL LIFE.	$2,000
MERCY FOR ANIMALS
8033 SUNSET BLVD SUITE 864	LOS ANGELES	CA	90046	NONE	PUBLIC CHARITY	TO END INDUSTRIAL ANIMAL AGRICULTURE BY CONSTRUCTING A JUST AND SUSTAINABLE FOOD SYSTEM.	$50,000
ONE STEP CLOSER
3120 SOUTHWEST FWY STE 101 PMB	HOUSTON	TX	770984520	NONE	PUBLIC CHARITY	TO IMPROVE THE LIVES OF THOSE WHO SUFFER FROM CEREBRAL PALSY ALONG WITH VARIOUS DISABILITIES.	$5,000					74405
SWITCH FOR GOOD
26 AVANZARE	IRVINE	CA	92606	NONE	PUBLIC CHARITY	TO CHANGE PEOPLE'S DIETARY ATTITUDES AND BEHAVIORS.	$50,000
THE GOOD FOOD INSTITUTE
PO BOX 96503	WASHINGTON DC	DC	42019	NONE	PUBLIC CHARITY	TO MAKE THE GLOBAL FOOD SYSTEM BETTER FOR THE PLANET, PEOPLE, AND ANIMALS	$50,000
WILDLIFECENTER OF SV
3027 PENITENCIA CREEK RD	SAN JOSE	CA	95132	NONE	PUBLIC CHARITY	TO PROVIDE QUALITY MEDICAL CARE AND REHABILITATION FOR INJURED, SICK, AND ORPHANED WILDLIFE WITHIN THE SILICON VALLEY COMMUNITY	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$570,418	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	$79,496	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$124,621	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,574,135	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,778,252	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,778,252	TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	ALICIA GOETZ	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	C/O FRANK RIMERMAN CO 1801 PAGE MIL	AddressLine1Txt
City	PALO ALTO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94304	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$32,232	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$7,000	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$7,000	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (20 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	LifeLifeRt	Current Year ExpenseCurrentYearExpenseAmt	Net Investment IncomeNetInvestmentIncomeAmt
CHUTE	2015-01-01	$30,060	$30,060	SL	7.000000000000	$0	$0
FENCE	2014-10-01	$80,192	$43,436	SL	15.000000000000	$5,346	$0
DODGE TRUCK	2014-10-31	$22,604	$22,604	SL	5.000000000000	$0	$0
SKID STEER	2014-11-21	$41,165	$41,165	SL	5.000000000000	$0	$0
BACK HOE	2015-09-23	$53,619	$53,619	SL	5.000000000000	$0	$0
MOTOR GRADER	2015-09-23	$52,617	$52,617	SL	5.000000000000	$0	$0
FENCE	2015-03-01	$144,382	$75,797	SL	15.000000000000	$9,625	$0
FENCE	2015-05-01	$59,141	$30,065	SL	15.000000000000	$3,943	$0
FENCE	2015-08-01	$68,693	$33,777	SL	15.000000000000	$4,580	$0
FENCE	2015-11-01	$132,626	$62,999	SL	15.000000000000	$8,842	$0
WATER TROUGHS & CONCRETE	2015-08-15	$185,332	$92,663	SL	15.000000000000	$12,355	$0
CORRALS	2015-08-15	$71,804	$35,902	SL	15.000000000000	$4,787	$0
ROADS	2015-08-15	$178,186	$89,093	SL	15.000000000000	$11,879	$0
WELLS/TANKS/PUMPS	2015-08-15	$61,105	$30,555	SL	15.000000000000	$4,074	$0
BARN	2015-08-15	$97,097	$18,364	SL	39.000000000000	$2,490	$0
BARN	2016-03-08	$29,678	$5,168	SL	39.000000000000	$761	$0
FENCE	2016-03-01	$49,492	$21,444	SL	15.000000000000	$3,299	$0
ROADS	2016-03-25	$420	$182	SL	15.000000000000	$28	$0
ROADS	2016-07-15	$11,948	$5,180	SL	15.000000000000	$797	$0
ROADS	2016-10-15	$17,300	$7,495	SL	15.000000000000	$1,153	$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	SCHF USTE, LP	CategoryOrItemTxt
Listed At Cost Or FMV	FMV	ListedAtCostOrFMVCd
Book Value	$33,044,029	BookValueAmt
EOYFMV	$33,044,029	EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (20 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt
CHUTE	$30,060	$30,060	$0
FENCE	$80,192	$48,782	$31,410
DODGE TRUCK	$22,604	$22,604	$0
SKID STEER	$41,165	$41,165	$0
BACK HOE	$53,619	$53,619	$0
MOTOR GRADER	$52,617	$52,617	$0
FENCE	$144,382	$85,422	$58,960
FENCE	$59,141	$34,008	$25,133
FENCE	$68,693	$38,357	$30,336
FENCE	$132,626	$71,841	$60,785
WATER TROUGHS & CONCRETE	$185,332	$105,018	$80,314
CORRALS	$71,804	$40,689	$31,115
ROADS	$178,186	$100,972	$77,214
WELLS/TANKS/PUMPS	$61,105	$34,629	$26,476
BARN	$97,097	$20,854	$76,243
BARN	$29,678	$5,929	$23,749
FENCE	$49,492	$24,743	$24,749
ROADS	$420	$210	$210
ROADS	$11,948	$5,977	$5,971
ROADS	$17,300	$8,648	$8,652

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	DISTRIBUTION RECEIVABLE (SCHF)	Desc
BOY Book Value	$0	BOYBookValueAmt
EOY Book Value	$1,823,050	EOYBookValueAmt
EOYFMV	$1,823,050	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
VEHICLE REPAIRS AND MAINTENANCE	$24,387	$0	$24,387
DISPOSAL FEES	$1,327	$0	$1,327
FEED	$36,412	$0	$36,412
FEES, BUSINESS EXPENSES & WEBSITE UPDATE	$41,278	$0	$41,278
FILING FEES	$100	$0	$100
GAS/PROPANE	$33,643	$0	$33,643
HAY FARMING	$207,039	$0	$207,039
TOOLS & EQUIPMENT RENTAL	$54,476	$0	$54,476
SHED	$6,438	$0	$6,438
UTILITIES	$18,084	$0	$18,084
VETERINARIAN	$87,027	$0	$87,027
FARM EQUIPMENT	$78,625	$0	$78,625
STOCK TRAILER	$16,500	$0	$16,500
DESIGN COST FOR NEW FARM STRUCTURES	$100,000	$0	$100,000
FILM - HORSE HEALING	$170,000	$0	$170,000
ELECTRIC PANEL REPAIR	$9,800	$0	$9,800
GAS/DIESEL	$4,733	$0	$4,733
INCOME FROM PASSTHROUGH: SCHF USTE, LP	$257,772	$257,772	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
UBTI INCOME EXCLUDED REPORTED ON 990-PF	$0	$38,896	$0
UBTI INCOME EXCLUDED REPORTED ON 990-PF	$0	$1,043	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	FROM K-1: SCHF USTE, L.P. - UNREALIZED APPRECIATION AND TIMING DIFFERENCES	Desc
Amt	$2,131,475	Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	ALICIA GOETZ	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O FRANK RIMERMAN COLLP 1801 PAGE	AddressLine1Txt
Address Line2	MILL ROAD SUITE 100	AddressLine2Txt
City	PALO ALTO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94304	ZIPCd