TURNIP TOP FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TURNIP TOP FOUNDATION (EIN 20-1510559)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-03-04
- IRS object ID
- 202330639349100203
- Schema version
- 2022v4.1
- 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 Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-04T10:51:43-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-02-18 | 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) |
|---|---|---|
| PTIN | P00711111 | PTIN |
| Phone | 5059839000 | PhoneNum |
| Preparation | 2023-02-18 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $1,848,514 | 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 | $480 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $480 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $480 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $19,262 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,262 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $19,262 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$51,574 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $605,263 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$31,832 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,742 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $19,742 | 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 | $4,166 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,166 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,369 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,369 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $22,369 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $1 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $119 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $119 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $119 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,655 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,489 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $22,489 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,166 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $161,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $161,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $187,655 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,489 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $22,489 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $165,166 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$219,487 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $59,317 | CashBOYAmt |
| Cash EOY | $131,204 | CashEOYAmt |
| Cash EOYFMV | $131,204 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $850 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $850 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $850 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $1,034 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,034 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,921,028 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,624,304 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,715,426 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,980,345 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,757,392 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,848,514 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,980,345 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,757,392 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,980,345 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,757,392 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,980,345 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,757,392 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,980,345 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$219,487 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,760,858 | SubtotalAmt |
| Other Decreases | $3,466 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,757,392 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 80.00 SH HOME DEPOT INC | P | 2022-01-06 | $33,046 | $20,620 | $12,426 | $12,426 |
| 30.00 SH SHERWIN-WILLIAMS CO | P | 2022-01-06 | $10,026 | $7,188 | $2,838 | $2,838 |
| 340.00 SH BLACKSTONE INC | P | 2022-01-07 | $41,239 | $19,135 | $22,104 | $22,104 |
| 50.00 SH THERMO FISHER SCIENTIFIC INC. | P | 2022-01-07 | $31,321 | $18,821 | $12,500 | $12,500 |
| 710.00 SH LEIDOS HOLDINGS INC. | P | 2022-02-01 | $60,517 | $65,333 | -$4,816 | -$4,816 |
| 10.00 SH AMAZON | P | 2022-02-07 | $28,107 | $32,110 | -$4,003 | -$4,003 |
| 726.00 SH SL GREEN RLTY CORP | P | 2022-04-05 | $35 | -$35 | -$35 | |
| 726.00 SH SL GREEN RLTY CORP | P | 2022-04-05 | $58,393 | $46,485 | $11,908 | $11,908 |
| 155.00 SH NETFLIX | P | 2022-04-22 | $21,641 | -$21,641 | -$21,641 | |
| 155.00 SH NETFLIX | P | 2022-04-22 | $37,049 | $53,713 | -$16,664 | -$16,664 |
| 80.00 SH UNITEDHEALTH GROUP INC. | P | 2022-08-05 | $43,447 | $24,954 | $18,493 | $18,493 |
| 40.00 SH OREILLY AUTMOTIVE INC. | P | 2022-08-05 | $28,391 | $18,016 | $10,375 | $10,375 |
| 70.00 SH VISA INC. | P | 2022-08-05 | $14,540 | $14,266 | $274 | $274 |
| 90.00 SH BOOZ ALLEN HAMILTON HLDGS CORP. | P | 2022-08-05 | $8,678 | $8,047 | $631 | $631 |
| 90.00 SH CME GROUP INC. | P | 2022-08-05 | $17,823 | $15,801 | $2,022 | $2,022 |
| 120.00 SH RE/MAX HOLDINGS INC. | P | 2022-09-21 | $2,468 | $3,738 | -$1,270 | -$1,270 |
| 80.00 SH RE/MAX HOLDINGS INC | P | 2022-09-22 | $1,591 | $2,491 | -$900 | -$900 |
| 230.00 SH RE/MAX HOLDINGS INC. | P | 2022-09-23 | $571 | -$571 | -$571 | |
| 230.00 SH RE/MAX HOLDINGS INC. | P | 2022-09-23 | $4,534 | $7,517 | -$2,983 | -$2,983 |
| 180.00 SH CME GROUP INC. | P | 2022-10-03 | $32,226 | $31,429 | $797 | $797 |
| 210.00 SH HEALTHEQUITY INC. | P | 2022-10-03 | $2,224 | $2,224 | $2,224 | |
| 210.00 SH HEALTHEQUITY INC. | P | 2022-10-03 | $12,288 | $11,897 | $391 | $391 |
| 10.00 SH OREILLY AUTOMOTIVE INC. | P | 2022-10-03 | $7,070 | $4,504 | $2,566 | $2,566 |
| 40.00 SH RE/MAX HOLDINGS INC. | P | 2022-10-03 | $733 | $1,330 | -$597 | -$597 |
| 60.00 SH WASTE CONNECTIONS INC. | P | 2022-10-03 | $8,256 | $5,966 | $2,290 | $2,290 |
| 90.00 SH RE/MAX HOLDINGS INC. | P | 2022-10-04 | $1,677 | $2,993 | -$1,316 | -$1,316 |
| 20.00 SH RE/MAX HOLDINGS INC. | P | 2022-10-05 | $372 | $665 | -$293 | -$293 |
| 9.00 SH RE/MAX HOLDINGS INC. | P | 2022-10-06 | $174 | $299 | -$125 | -$125 |
| 340.00 SH INTEGER HOLDGS CORP | P | 2022-10-11 | $20,463 | $29,922 | -$9,459 | -$9,459 |
| 340.00 SH INTEGER HOLDGS CORP | P | 2022-10-11 | $1,374 | -$1,374 | -$1,374 | |
| 310.00 SH INTEGER HLDGS | P | 2022-10-12 | $15,881 | $28,233 | -$12,352 | -$12,352 |
| 120.00 SH INTEGER HLDGS CORP | P | 2022-10-12 | $6,086 | $10,900 | -$4,814 | -$4,814 |
| 35.00 SH RE/MAX HOLDINGS INC. | P | 2022-10-12 | $640 | $1,164 | -$524 | -$524 |
| 26.00 SH RE/MAX HOLDINGS INC. | P | 2022-10-12 | $468 | $865 | -$397 | -$397 |
| 59.00 SH RE/MAX HOLDINGS INC. | P | 2022-10-13 | $1,089 | $1,962 | -$873 | -$873 |
| 42.00 SH RE/MAX HOLDINGS INC. | P | 2022-10-14 | $775 | $1,294 | -$519 | -$519 |
| 23.00 SH RE/MAX HOLDINGS INC. | P | 2022-10-17 | $421 | $707 | -$286 | -$286 |
| 2.00 SH RE/MAX HOLDINGS INC. | P | 2022-10-19 | $37 | $61 | -$24 | -$24 |
| 42.00 SH RE/MAX HOLDINGS INC. | P | 2022-10-20 | $783 | $1,291 | -$508 | -$508 |
| 31.00 SH RE/MAX HOLDINGS INC. | P | 2022-10-21 | $564 | $953 | -$389 | -$389 |
| 43.00 SH RE/MAX HOLDINGS INC. | P | 2022-10-25 | $779 | $1,321 | -$542 | -$542 |
| 31.00 SH RE/MAX HOLDINGS INC. | P | 2022-10-26 | $575 | $953 | -$378 | -$378 |
| 75.00 SH RE/MAX HOLDINGS INC. | P | 2022-10-27 | $1,435 | $2,304 | -$869 | -$869 |
| 154.00 SH RE/MAX HOLDINGS INC. | P | 2022-10-28 | $2,955 | $4,729 | -$1,774 | -$1,774 |
| 93.00 SH RE/MAX HOLDINGS INC. | P | 2022-10-31 | $1,798 | $2,855 | -$1,057 | -$1,057 |
| 98.00 SH RE/MAX HOLDINGS INC. | P | 2022-11-01 | $1,909 | $3,009 | -$1,100 | -$1,100 |
| 61.00 SH RE/MAX HOLDINGS INC. | P | 2022-11-02 | $1,186 | $1,873 | -$687 | -$687 |
| 20.00 SH RE/MAX HOLDINGS INC. | P | 2022-11-03 | $388 | $614 | -$226 | -$226 |
| 530.00 SH FIDELITY NATL INFORMATION SERVICES | P | 2022-11-07 | $32,681 | $50,670 | -$17,989 | -$17,989 |
| 62.00 SH RE/MAX HOLDINGS INC. | P | 2022-11-07 | $1,151 | $1,903 | -$752 | -$752 |
| 145.00 SH TWILIO INC. | P | 2022-11-07 | $8,476 | -$8,476 | -$8,476 | |
| 145.00 SH TWILIO INC. | P | 2022-11-07 | $9,460 | $38,300 | -$28,840 | -$28,840 |
| 30.00 SH RE/MAX HOLDINGS INC. | P | 2022-11-09 | $540 | $921 | -$381 | -$381 |
| 110.00 SH FIRST REPUBLIC BANK SF | P | 2022-11-10 | $12,558 | $14,664 | -$2,106 | -$2,106 |
| 10.00 SH RE/MAX HOLDINGS INC | P | 2022-11-10 | $176 | $307 | -$131 | -$131 |
| 102.00 SH RE/MAX HOLDINGS INC. | P | 2022-11-15 | $2,004 | $3,130 | -$1,126 | -$1,126 |
| 82.00 SH RE/MAX HOLDINGS INC. | P | 2022-11-15 | $1,583 | $2,517 | -$934 | -$934 |
| ENTRY TO BALANCE | P | $688 | $688 | $688 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$51,574 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$36,186 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | 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 | $1,034 | OverpaymentAmt |
| Applied To ES Tax | $1,034 | 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 | $2,033,043 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,672 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,107,715 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,107,715 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,616 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,076,099 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,805 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,805 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $103,805 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $103,805 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $103,805 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $165,166 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $165,166 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,805 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,544 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $32,003 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $22,013 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,082 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,238 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $93,880 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $165,166 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $103,805 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $61,361 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $155,241 | 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 | $8,544 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $146,697 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,003 | ExcessFromYear4Amt |
| Excess From Year3 | $22,013 | ExcessFromYear3Amt |
| Excess From Year2 | $16,082 | ExcessFromYear2Amt |
| Excess From Year1 | $15,238 | ExcessFromYear1Amt |
| Excess From Current Year | $61,361 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SOUTHERN CALIFORNIA EQUESTRIAN SPORTS | |||||||
| 1902 ORANGE TREE LN STE 130 | REDLANDS | CA | 92374 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $4,000 |
| KLEZMER INSTITUTE | |||||||
| PO BOX 1175 | YONKERS | NY | 107021175 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $1,000 |
| WHITEFISH CHRISTIAN ACADEMY | |||||||
| 820 ASHAR AVE | WHITEFISH | MT | 59937 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $4,000 |
| INDIAN RESIDENTIAL SCHOOL | |||||||
| PO BOX 5340 | SANTA FE | NM | 87505 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $2,500 |
| REED COLLEGE | |||||||
| 3203 SE WOODSTOCK BLVD | PORTLAND | OR | 972028199 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $3,000 |
| EASTERN SIERRA ARTISTS (3) | |||||||
| 210 S WARREN ST | BISHOP | CA | 93514 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $28,000 |
| BISHOP ROTARY FOUNDATION (2) | |||||||
| 119 MACIVER LN STE G | BISHOP | CA | 935142444 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $19,000 |
| RECOVERY CAFE LONGMONT (2) | |||||||
| 402 KIMBARK ST | LONGMONT | CO | 80501 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $2,000 |
| UNIVERSITY OF IOWA FOUNDATION | |||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52242 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $8,000 |
| SAR SCHOOL FOR ADVANCED RESEARCH | |||||||
| 660 GARCIA ST | SANTA FE | NM | 58505 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $2,500 |
| LA FAMILIA MEDICAL CENTER | |||||||
| 1035 ALTO STREET | SANTA FE | NM | 87501 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $5,000 |
| SOUTHERN UT WILDERNESS ALLIANCE | |||||||
| 425 EAST 100 SOUTH | SALT LAKE CITY | UT | 84111 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $1,000 |
| BROOKLYN CHILDREN'S THEATER | |||||||
| 540 PRESIDENT ST 1D | BROOKLYN | NY | 11215 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $4,250 |
| RURAL AND MIGRANT MINISTRY | |||||||
| 125 DUNCAN AVE | CORNWALLONHUDSON | NY | 12520 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $4,250 |
| NATIONAL DOMESTIC WORKER ALLIANCE | |||||||
| 45 BROADWAY 320 | NEW YORK | NY | 10006 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $1,500 |
| SCOTT'S HOUSE | |||||||
| 287 RODEO RD | SANTA FE | NM | 87507 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $500 |
| EMMA GOLMAN CLINIC | |||||||
| 227 N DUBUQUE ST | IOWA CITY | IA | 52245 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $500 |
| METRO OPERA FUND | |||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $500 |
| KUNM | |||||||
| 1 UNIVERISTY OF NEW MEXICO | ALBUQUERQUE | NM | 871310001 | NONE | PUBLIC | SUPPORT OF 501C3 ORGANIZATION | $1,000 |
| CCA SANTA FE (2) | |||||||
| 10850 OLD PECOS TRAIL | SANTA FE | NM | 87505 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $1,000 |
| USEA FOUNDATION ENDOWMENT | |||||||
| 525 OLD WATERFORD ROAD NW | LEESBURG | VA | 20176 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $2,000 |
| JACOBIN FOUNDATION | |||||||
| 388 ATLANTIC AVENUE | BROOKLYN | NY | 11217 | NONE | PUBLIC | SUPPORT OF 501C3 ORGANIZATION | $1,500 |
| ORION MAGAZINE | |||||||
| 187 MAIN ST | GREAT BARRINGTON | MA | 01230 | NONE | PUBLIC | SUPPORT OF 501C3 | $500 |
| CRESCENDO | |||||||
| PO BOX 245 | LAKEVILLE | CT | 06039 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $1,000 |
| KSFR (3) | |||||||
| PO BOX 31366 | SANTA FE | NM | 87594 | NONE | PUBLIC | SUPPORT OF 501C3 ORGANIZATION | $2,500 |
| NORTH AMERICAN ROCK GARDEN SOCIETY INC | |||||||
| PO BOX 18604 | RALEIGH | NC | 276198604 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $7,000 |
| SOUTHERN CALIFORNIA EQUESTRIAN SPORT | |||||||
| 1902 ORANGE TREE LN STE 130 | REDLANDS | CA | 92374 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $15,000 |
| GUNPOWDER PRESS | |||||||
| PO BOX 60035 | SANTA BARBARA | CA | 931600035 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $2,000 |
| CLOUD FOREST INSTITUTE | |||||||
| PO BOX 73 | BOONVILLE | CA | 95415 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $7,000 |
| CREO FAMILY OFFICE SYNDICATE | |||||||
| 156 5TH AVE SUITE 804 | NEW YORK | NY | 10010 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $12,500 |
| MERRILL HOUSE | |||||||
| 107 WATER ST | STONINGTON | IL | 06378 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $5,000 |
| SANTA FE CHAMBER MUSIC FESTIVAL | |||||||
| PO BOX 2227 | SANTA FE | NM | 875042227 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $500 |
| SANTA FE PRO MUSICA | |||||||
| 1512 PACHECO ST UNIT D201 | SANTA FE | NM | 87505 | NONE | PUBLIC | SUPPORT 501CE ORGANIZATION | $500 |
| THE LENSIC | |||||||
| 211 WEST SAN FRANCISCO ST | SANTA FE | NM | 87501 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $500 |
| HIGH COUNTRY NEWS | |||||||
| 119 GRAND AVE | PAONIA | CO | 81428 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $5,000 |
| RED HEN PRESS | |||||||
| PO BOX 40820 | PASADENA | CA | 91114 | NONE | PUBLIC | SUPPORT 501C3 ORGANIZATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $161,000 | 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 | $480 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,262 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$51,574 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,742 | ExclusionAmt |
| Related Or Exempt Function Incm | -$51,574 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$31,832 | 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 | $4,166 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,166 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,624,304 | EOYBookValueAmt |
| EOYFMV | $1,715,426 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR INCOME TAX | Desc |
| Amt | $3,466 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $22,369 | Amt |
| Net Investment Income | $22,369 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,369 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $119 | Amt |
| Net Investment Income | $119 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $119 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |