JONATHAN AND KATHLEEN ALTMAN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JONATHAN AND KATHLEEN ALTMAN FOUNDATION (EIN 85-0470898)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202303189349100120
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T08:21:22-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 COLONIAL PARKWAY | AddressLine1Txt |
| City | CLOVIS | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 88101 | 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 | 850470898 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONATHAN & KATHLEEN ALTMAN FNDTN | BusinessNameLine1Txt |
| Business Name Line2 | C/O AVALON TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JONA | BusinessNameControlTxt |
| Phone | 5059831111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 LINCOLN AVENUE SUITE 301 | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN ALTMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5059831111 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JONATHAN | PersonFirstNm |
| Person Last | ALTMAN | 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 | MICHELE A KIRKLAND | PreparerPersonNm |
| PTIN | P00949599 | PTIN |
| Phone | 5757692841 | PhoneNum |
| Preparation | 2023-11-10 | 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 | 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 | $38,266,481 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $28,511 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28,511 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $515,702 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $515,702 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,619,951 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,452,700 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,619,951 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$42,205 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,121,959 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,164,164 | 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 |
| Accounting Fees Rev And Expnss | $20,383 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,192 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,191 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $477,274 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $301,804 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $175,470 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $32,114 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $32,114 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $62,911 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,111 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,605 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,605 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,880 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,440 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,440 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $601,167 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $354,661 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $191,706 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,330,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,330,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,931,517 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $354,661 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,522,056 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $190,442 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,809,503 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,741,089 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,112,039 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,112,039 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,543,142 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,685,455 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,916,383 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,936,245 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,746,674 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,303,298 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,971,924 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,928,269 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,928,269 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $9,218 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,492 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,492 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $27,201,618 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,478,929 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,266,481 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $27,201,618 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,478,929 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,201,618 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,478,929 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,201,618 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,478,929 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,201,618 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $190,442 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,007,652 | OtherIncreasesAmt |
| Subtotal | $32,399,712 | SubtotalAmt |
| Other Decreases | $2,920,783 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,478,929 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES-ST | 2022-12-31 | $36,534 | $93,197 | -$56,663 | -$56,663 | |
| PUBLICLY TRADED SECURITIES-LT | 2022-12-31 | $6,082,808 | $5,124,409 | $958,399 | $958,399 | |
| HOMEWISE COMMUNITY INVESTMENT NOTE | 2022-12-31 | $250,000 | $250,000 | $0 | $0 | P |
| PUBLICLY TRADED SECURITIES-LT | 2022-12-31 | $5,081,083 | $2,365,143 | $2,715,940 | $2,715,940 | |
| LT CAPITAL GAIN DISTRIBUTIONS | 2022-12-31 | $1,998 | $1,998 | $1,998 | ||
| ST FROM PASSTHROUGH | 2022-12-31 | $277 | $277 | $277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,619,951 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $52,952 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $52,952 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $52,952 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,454 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $70,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $103,454 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Overpayment | $50,491 | OverpaymentAmt |
| Applied To ES Tax | $50,491 | 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 |
| Org Report Or Register State | NM | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | AVALON TRUST COMPANY | IndividualWithBooksNm |
| Phone | 5059831111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 LINCOLN AVENUE SUITE 301 | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87501 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JONATHAN ALTMAN | ||||||||
| 511 CAMINO RANCHEROS | SANTA FE | NM | 87501 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| RAFAEL ALTMAN | ||||||||
| 511 CAMINO RANCHEROS | SANTA FE | NM | 87501 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMI GREEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 CAMINITO MONTANO | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $78,621 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $39,241,696 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,908,005 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $541 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,150,242 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,150,242 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $617,254 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,532,988 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,026,649 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,026,649 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52,952 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $52,952 | TotalTaxAmt |
| Distributable Before Adj | $1,973,697 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,973,697 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,973,697 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,522,056 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,522,056 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,973,697 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $537,286 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $537,286 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,522,056 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,973,697 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,548,359 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,085,645 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,085,645 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $537,286 | ExcessFromYear1Amt |
| Excess From Current Year | $1,548,359 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALLIANCE FOR THE EARTH | ||||||
| PO BOX 8031 | SANTA FE | NM | 87504 | PUBLIC | DONATION | $10,000 |
| ARCHANGEL ANCIENT TREE ARCHIVE | ||||||
| PO BOX 98 | COPEMISH | MI | 49625 | PUBLIC | DONATION | $250,000 |
| CANTICLE FARM | ||||||
| 1968 36TH AVENUE | OAKLAND | CA | 94601 | PUBLIC | JOANNA MACY PROJECT | $20,000 |
| CENTER FOR BIOLOGICAL DIVERSITY | ||||||
| PO BOX 710 | TUCSON | AZ | 85702 | PUBLIC | DONATION | $50,000 |
| DILGO KHYENTSE FELLOWSHIP | ||||||
| 237 WEST 35TH STREET SUITE 1101 | NEW YORK | NY | 10001 | PUBLIC | DONATION | $50,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PUBLIC | DONATION | $150,000 |
| ENVIRONMENTAL DEFENSE FUND | ||||||
| 1875 CONNECTICUT AVE NW STE 600 | WASHINGTON | DC | 20009 | PUBLIC | DONATION | $100,000 |
| FOUR CORNERS INSTITUTE- HIMALAYAN OTTER NETWORK | ||||||
| 1475CANYON ROAD | SANTA FE | NM | 87501 | PUBLIC | DONATION | $5,000 |
| GRAND CANYON TRUST | ||||||
| 2601 N FORT VALLEY RD | FLAGSTAFF | AZ | 86001 | PUBLIC | DONATION | $10,000 |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| 122 E 42ND STREET | NEW YORK | NY | 10168 | PUBLIC | DONATION | $250,000 |
| COMMON COUNSEL FOUNDATION | ||||||
| 1624 FRANKLIN STREET 1022 | OAKLAND | CA | 94612 | PUBLIC | KINDLE PROJECT - AFGHANISTAN FUND | $50,000 |
| KITCHEN ANGELS | ||||||
| 1222 SILER ROAD A | SANTA FE | NM | 87507 | PUBLIC | DONATION | $10,000 |
| LAMA FOUNDATION | ||||||
| PO BOX 240 | SAN CRISTOBAL | NM | 87564 | PUBLIC | DONATION | $10,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | PUBLIC | DONATION | $150,000 |
| NEW MEXICO SCHOOL FOR THE ARTS | ||||||
| 500 MONTEZUMA AVE STE 200 | SANTA FE | NM | 87501 | PUBLIC | DONATION | $5,000 |
| NEW MEXICO WILDERNESS ALLIANCE | ||||||
| PO BOX 25464 | ALBUQUERQUE | NM | 87125 | PUBLIC | DONATION | $10,000 |
| NEW MEXICO APPLESEED | ||||||
| 222 E MARCY STREET STE 20 | SANTA FE | NM | 87501 | PUBLIC | DONATION | $10,000 |
| PUNCHING OUT PARKINSON'S SANTA FE | ||||||
| 1704 LLANO STREET STE B110 | SANTA FE | NM | 87505 | PUBLIC | DONATION | $15,000 |
| RAINFOREST ACTION NETWORK | ||||||
| 425 BUSH ST STE 300 | SAN FRANCISCO | CA | 94108 | PUBLIC | DONATION | $25,000 |
| THE NATURE CONSERVANCY | ||||||
| 1613 PASEO DE PERALTA STE 201 | SANTA FE | NM | 87501 | PUBLIC | RIO GRANDE WATER FUND | $25,000 |
| ROCKEFELLER PHILANTHROPY ADVISORS - GLOBAL COMMONS ALLIANCE & EARTH HQ | ||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | PUBLIC | DONATION | $25,000 |
| SAN FRANCISCO ZEN CENTER | ||||||
| 300 PAGE STREET | SAN FRANCISCO | CA | 94102 | PUBLIC | DONATION | $15,000 |
| SANTA FE CONSERVATION TRUST | ||||||
| PO BOX 23985 | SANTA FE | NM | 87502 | PUBLIC | DONATION | $30,000 |
| SITE SANTA FE | ||||||
| 1606 PASEO DE PERALTA | SANTA FE | NM | 87501 | PUBLIC | DONATION | $5,000 |
| ST VINCENT'S HOSPITAL FOUNDATION | ||||||
| 455 ST MICHAELS DR 2ND FLOOR | SANTA FE | NM | 87505 | PUBLIC | DONATION | $50,000 |
| THE FOOD DEPOT | ||||||
| 1222 SILER ROAD | SANTA FE | NM | 87507 | PUBLIC | DONATION | $50,000 |
| THE MERWIN CONSERVANCY | ||||||
| PO BOX 809 | HAIKU | HI | 96708 | PUBLIC | DONATION | $100,000 |
| THE STORYDANCER PROJECT | ||||||
| 369 MONTEZUMA AVE 490 | SANTA FE | NM | 87501 | PUBLIC | DONATION | $10,000 |
| THEATER GROTTESCO | ||||||
| 1000 CORDOVA PLACE 8400 | SANTA FE | NM | 87505 | PUBLIC | DONATION | $2,000 |
| THINK NEW MEXICO | ||||||
| 1227 PASEO DE PERALTA | SANTA FE | NM | 87501 | PUBLIC | DONATION | $5,000 |
| TRUST FOR PUBLIC LAND | ||||||
| PO BOX 889336 | LOS ANGELES | CA | 90088 | PUBLIC | DONATION | $40,000 |
| TRUST FOR PUBLIC LAND - NEW MEXICO | ||||||
| 607 CERILLOS ROAD SUITE F1 | SANTA FE | NM | 87505 | PUBLIC | DONATION | $30,000 |
| UCSD FOUNDATION | ||||||
| 9500 GILMAN DRIVE MC 0940 | LA JOLLA | CA | 92093 | PUBLIC | FOOD LAB | $50,000 |
| UCSF FOUNDATION - CTRP | ||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | PUBLIC | DONATION | $50,000 |
| UPPER GILA WATERSHED ALLIANCE | ||||||
| PO BOX 383 | GILA | NM | 88038 | PUBLIC | DONATION | $5,000 |
| WASHINGTON STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 641925 | PULLMAN | WA | 99164 | PUBLIC | HONEYBEE GRANT | $850,000 |
| THE CULTURAL CONSERVANCY | ||||||
| PO BOX 29044 | SAN FRANCISCO | CA | 94129 | PUBLIC | HERON SHADOW MATCH | $100,000 |
| NATIONAL TROPICAL BOTANICAL GARDEN | ||||||
| 3530 PAPALINA ROAD | KALAHEO | HI | 96741 | PUBLIC | DONATION | $75,000 |
| WORLD CONNECT BEE FUND | ||||||
| 632 BROADWAY SUITE 901 | NEW YORK | NY | 10012 | PUBLIC | DONATION | $100,000 |
| HEALTH IN HARMONY | ||||||
| PO BOX 96176 | PORTLAND | OR | 97296 | PUBLIC | DONATION | $75,000 |
| SANTA FE COMMUNITY FOUNDATION | ||||||
| PO BOX 1827 | SANTA FE | NM | 87504 | PUBLIC | COMMUNITY RESILIENCE FUND | $75,000 |
| CENTER FOR HONEYBEE RESEARCH | ||||||
| 22 CEDAR HILL ROAD | ASHEVILLE | NC | 28806 | PUBLIC | DONATION | $25,000 |
| SANTA FE FARMER'S MARKET INSTITUTE | ||||||
| 1607 PASEO DE PERALTA SUITE A | SANTA FE | NM | 87501 | PUBLIC | DONATION | $5,000 |
| BUDDHIST GLOBAL RELIEF | ||||||
| 2020 ROUTE 301 | CARMEL | NY | 10512 | PUBLIC | DONATION | $100,000 |
| OCCIDENTAL ARTS & ECOLOGY CENTER | ||||||
| 15290 COLEMAN VALLEY ROAD | OCCIDENTAL | CA | 95464 | PUBLIC | DONATION | $100,000 |
| SANTA FE COMMUNITY FOUNDATION | ||||||
| PO BOX 1827 | SANTA FE | NM | 87504 | PUBLIC | ATTACH YOUR HEART FOUNDATION FUND | $25,000 |
| CONSERVATION LEGACY | ||||||
| 701 CAMINO DEL RIO STE 101 | DURANGO | CO | 81301 | PUBLIC | DONATION | $25,000 |
| NEW MEXICO FOUNDATION | ||||||
| 8 CALLE MEDICO | SANTA FE | NM | 87505 | PUBLIC | YAKANAL AT LAGUNA PUEBLO | $25,000 |
| THE TIBET FUND | ||||||
| 241 EAST 32ND STREET | NEW YORK | NY | 10016 | PUBLIC | DONATION | $10,350 |
| CENTER FOR SOUTHWEST CULTURE | ||||||
| 505 MARQUETTE AVENUE NW STE 1610 | ALBUQUERQUE | NM | 87102 | PUBLIC | PUEBLO RESURGENCE | $25,000 |
| SONOMA MOUNTAIN ZEN CENTER | ||||||
| 6367 SONOMA MOUNTAIN ROAD | SANTA ROSA | CA | 95404 | PUBLIC | DONATION | $5,000 |
| CITY & COUNTRY SCHOOL | ||||||
| 146 WEST 13TH STREET | NEW YORK | NY | 10011 | PUBLIC | DONATION | $4,000 |
| NEW MEXICO PBS | ||||||
| 1130 UNIVERSITY BLVD NE | ALBUQUERQUE | NM | 87102 | PUBLIC | DONATION | $4,000 |
| FOUR CORNERS INSTITUTE- IUCN OTTER GROUP | ||||||
| 3409 LAKE VANESSA DRIVE NW | SALEM | OR | 97306 | PUBLIC | DONATION | $20,000 |
| AMIGO BRAVOS | ||||||
| PO BOX 238 | TAOS | NM | 87571 | PUBLIC | DONATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,330,350 | 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 | $28,511 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $515,702 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,619,951 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME/LOSS FROM PASSTHROUGHS | Desc |
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | -$42,205 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$42,205 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,164,164 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,121,959 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONATHAN ALTMAN TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 LINCOLN SUITE 301 | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000,601 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $5,000,601 | FairMarketValueAmt |
| Received | 2022-01-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION | $9,768 | $4,884 | $4,884 |
| AUDIT FEES | $10,615 | $5,308 | $5,307 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOND FUNDS | BondNm |
| EOY Book Value | $8,746,674 | EOYBookValueAmt |
| EOYFMV | $8,303,298 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $15,247,975 | $24,472,130 |
| EQUITY FUNDS | $1,437,480 | $1,444,253 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER PARTNERSHIP INVESTMENTS | AT COST | $2,678,269 | $2,678,269 |
| COMMUNITY INVESTMENT NOTE | AT COST | $250,000 | $250,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS & DISTRIBUTIONS RECEIVABLE | Desc |
| BOY Book Value | $9,218 | BOYBookValueAmt |
| EOY Book Value | $6,492 | EOYBookValueAmt |
| EOYFMV | $6,492 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FMV IN EXCESS OF BASIS ON STOCKS SOLD | $2,911,054 |
| OTHER CHANGES TO FUND BALANCES | $9,729 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES-SOFTWARE LICENSE | Desc |
| Revenue And Expenses Per Books | $4,880 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,440 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,440 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME/LOSS FROM PASSTHROUGHS | Desc |
| Revenue And Expenses Per Books | -$42,205 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$42,205 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SECURITIES DONATED TO FOUNDATION (CARRIED AT FMV) | $5,000,601 |
| NON-DIVIDEND DISTRIBUTIONS | $7,051 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $295,804 | $295,804 | $0 |
| PROFESSIONAL FEES | $169,470 | $0 | $169,470 |
| ADMINISTRATIVE FEES | $12,000 | $6,000 | $6,000 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONATHAN ALTMAN TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 LINCOLN AVE STE 301 | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87501 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NM PRC ANNUAL DOMESTIC REPORT | $10 | $10 | $0 |
| FOREIGN TAX WITHHELD | $8,101 | $8,101 | $0 |
| FEDERAL EXCISE TAXES | $54,800 | $0 | $0 |