WESTMEATH FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WESTMEATH FOUNDATION (EIN 46-1350014)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202323149349102302
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T12:05:52-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 461350014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Westmeath Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Wendy Bircher | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Wendy | PersonFirstNm |
| Person Last | Bircher | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $95,173,121 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10,431 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,431 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,228,563 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,228,563 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,238,994 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,238,994 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $37,200 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $324 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $324 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $107,796 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $112 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $107,684 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $157,820 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $112 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $120,508 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,116,705 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,116,705 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,274,525 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $112 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,237,213 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $964,469 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,238,882 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,390,342 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,358,121 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,358,121 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $63,013,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $63,013,500 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $92,317,500 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $500,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $497,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $497,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $64,903,842 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,869,121 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $95,173,121 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $64,903,842 | RetainedEarningBOYAmt |
| Retained Earning EOY | $65,869,121 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $64,903,842 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $65,869,121 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $64,903,842 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $65,869,121 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $64,903,842 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $964,469 | ExcessRevenueOverExpensesAmt |
| Other Increases | $810 | OtherIncreasesAmt |
| Subtotal | $65,869,121 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $65,869,121 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $45,020 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $45,020 | SubtotalAmt |
| Tax Based On Investment Income | $45,020 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,719 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $11,300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $46,019 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $999 | OverpaymentAmt |
| Applied To ES Tax | $999 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Wendy Bircher | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 8.0 | $5,000 | $0 | $0 |
| Michael J Finney | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 0.0 | $2,500 | $0 | $0 |
| Kathy L Kellenaers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $5,000 | $0 | $0 |
| Rhonda I Ledford | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Fl | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $104,695 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,635,227 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $92,317,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $93,952,727 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $93,952,727 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,409,291 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $92,543,436 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,627,172 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,627,172 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $45,020 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $45,020 | TotalTaxAmt |
| Distributable Before Adj | $4,582,152 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,310 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,585,462 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,585,462 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,237,213 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,237,213 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,585,462 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $66,901 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $869,892 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $99,399 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,036,192 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,237,213 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,237,213 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,036,192 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,036,192 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $1,312,057 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (113 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 4 THE CHILDREN | |||||||
| 129 COUNTY RD 250 | DURANGO | CO | 81301 | N/A | PC | 4 The Children Program Development | $25,000 |
| A SANCTUARY FOR MILITARY FAMILIES INC DBA PROJECT | |||||||
| PO BOX 1563 | GRANBY | CO | 80446 | N/A | PC | Therapeutic Retreats for at-risk military families in Colorado | $15,000 |
| ALLIANCE FOR CHOICE IN EDUCATION | |||||||
| 5251 DTC PKWY STE 1150 | GREENWOOD VILLAGE | CO | 80111 | N/A | PC | General & Unrestricted | $2,000 |
| ANIMAS HIGH SCHOOL | |||||||
| PO BOX 3496 | DURANGO | CO | 81302 | N/A | PC | Maker's Lab Equipment fund | $25,000 |
| ANNIES ORPHANS | |||||||
| 1630 COUNTY RD 214 | DURANGO | CO | 81303 | N/A | PC | To provide assistance to the shelter for food and supplies | $2,000 |
| AZTEC BOYS AND GIRLS CLUB INC | |||||||
| PO BOX 488 | AZTEC | NM | 87410 | N/A | PC | General & Unrestricted | $17,500 |
| BIG BROTHERS BIG SISTERS OF SOUTHWEST COLORADO | |||||||
| PO BOX 2154 | DURANGO | CO | 81302 | N/A | PC | General & Unrestricted | $25,000 |
| BIG BROTHERS-BIG SISTERS OF CENTRAL NEW MEXICO - S | |||||||
| 308 N LOCKE AVE | FARMINGTON | NM | 87401 | N/A | PC | Farmington Area School Initiative | $25,000 |
| BLUE STAR MOTHERS OF AMERICA INC | |||||||
| PO BOX 917 | FLORA VISTA | NM | 87415 | N/A | PC | Active Duty Warriors, Veterans and Gold Star Family Support Services fund | $8,000 |
| BOYS & GIRLS CLUB OF FARMINGTON | |||||||
| 1925 POSITIVE WAY | FARMINGTON | NM | 87401 | N/A | PC | STEAM/Robotics Program | $15,100 |
| BOYS & GIRLS CLUB OF FARMINGTON | |||||||
| 1925 POSITIVE WAY | FARMINGTON | NM | 87401 | N/A | PC | General & Unrestricted | $20,000 |
| BOYS AND GIRLS CLUB OF LA PLATA COUNTY INC | |||||||
| 2750 MAIN AVE | DURANGO | CO | 81301 | N/A | PC | General & Unrestricted | $20,000 |
| CATHOLIC HEALTH INITIATIVES COLORADO FOUNDATION | |||||||
| 9100 E MINERAL CIR | CENTENNIAL | CO | 80112 | N/A | PC | Mercy Neonatal Intensive Care Unit (NICU) fund | $45,000 |
| CATHOLIC HEALTH INITIATIVES COLORADO FOUNDATION | |||||||
| 9100 E MINERAL CIR | CENTENNIAL | CO | 80112 | N/A | PC | General & Unrestricted | $15,000 |
| CATHOLIC HEALTH INITIATIVES COLORADO FOUNDATION | |||||||
| 9100 E MINERAL CIR | CENTENNIAL | CO | 80112 | N/A | PC | Gray Matters, Traumatic Brain Injury Program | $5,000 |
| CHILDHAVEN INC | |||||||
| 807 W APACHE ST | FARMINGTON | NM | 87401 | N/A | PC | General & Unrestricted | $37,500 |
| CHILDRENS HOSPITAL COLORADO | |||||||
| 13123 E 16TH AVE BOX 045 | AURORA | CO | 80045 | N/A | PC | Telehealth Initiative between Pediatric Partners of the Southwest and Children's Hospital Colorado | $163,575 |
| CHILDRENS HOSPITAL COLORADO | |||||||
| 13123 E 16TH AVE BOX 045 | AURORA | CO | 80045 | N/A | PC | General & Unrestricted | $20,000 |
| COLORADO 4-H FOUNDATION INC | |||||||
| 2501 MAIN AVE | DURANGO | CO | 81301 | N/A | PC | Horse Council | $2,500 |
| COLORADO 4-H FOUNDATION INC - ARCHULETA COUNTY 4-H | |||||||
| PO BOX 370 | PAGOSA SPRINGS | CO | 81147 | N/A | PC | General & Unrestricted | $20,500 |
| COLORADO 4-H FOUNDATION INC - LA PLATA COUNTY 4-H | |||||||
| 2500 MAIN AVE | DURANGO | CO | 81301 | N/A | PC | La Plata County 4-H | $30,000 |
| COLORADO 4-H FOUNDATION INC - MONTEZUMA COUNTY 4-h | |||||||
| 103 N CHESTNUT ST | CORTEZ | CO | 81321 | N/A | PC | Montezuma County 4-H and Youth Development | $15,000 |
| COMMUNITY FOUNDATION SERVING SOUTHWEST COLORADO | |||||||
| PO BOX 1673 | DURANGO | CO | 81302 | N/A | PC | Collaboration between Bayfield Parent/Community Advisory & Pine River Shares | $2,150 |
| D Marshall | |||||||
| 603 N Kirby | Bloomfield | NM | 87413 | NONE | I | Hardship Assistance Grant | $6,500 |
| DENVER EARTH RESOURCES LIBRARY | |||||||
| 730 17TH ST | DENVER | CO | 80202 | N/A | PC | General & Unrestricted | $37,500 |
| DISABLED SPORTS USA - ADAPTIVE SPORTS ASSOCIATION | |||||||
| PO BOX 1884 | DURANGO | CO | 81302 | N/A | PC | Organizational Support | $40,000 |
| DURANGO DEVO | |||||||
| 10 TOWN PLZ 110 | DURANGO | CO | 81301 | N/A | PC | scholarship fund | $1,000 |
| DURANGO EDUCATION FOUNDATION | |||||||
| 201 E 12TH ST | DURANGO | CO | 81301 | N/A | PC | Grant-Giving Program | $50,228 |
| DURANGO HIGH SCHOOL | |||||||
| 2390 MAIN AVE | DURANGO | CO | 81301 | N/A | GOV | Aerospace Design Team / Travel to ISSDC | $6,000 |
| DURANGO SCHOOL DISTRICT NO 9-R | |||||||
| 201 EAST 12TH ST | DURANGO | CO | 81301 | N/A | GOV | special needs program | $1,000 |
| ECONOMIC COUNCIL HELPING OTHERS INC | |||||||
| 1921 E MURRAY DR | FARMINGTON | NM | 87401 | N/A | PC | Summer 2022 Breakfast for Kids | $7,000 |
| FAMILY CRISIS CENTER | |||||||
| 208 E APACHE ST | FARMINGTON | NM | 87401 | N/A | PC | Marge's Place Protective Shelter for victims and child witnesses/victims of domestic violence | $25,000 |
| FAMILY HOMESTEAD | |||||||
| PO BOX 40186 | DENVER | CO | 80204 | N/A | PC | Transitional Housing fund | $50,000 |
| FORT LEWIS COLLEGE FOUNDATION | |||||||
| 1000 RIM DR | DURANGO | CO | 81301 | N/A | PC | Westmeath Foundation Scholarship fund | $15,000 |
| FOUR CORNERS EQUINE RESCUE | |||||||
| 22 RD 3334 | AZTEC | NM | 87410 | N/A | PC | TO BE USED FOR FEED PROGRAM | $30,000 |
| FOUR CORNERS FOUNDATION INC | |||||||
| PO BOX 5160 | FARMINGTON | NM | 87499 | N/A | PC | General & Unrestricted | $14,350 |
| GRACE PLACE FOR WOMEN INC | |||||||
| 4801 N BUTLER AVE STE 3102 | FARMINGTON | NM | 87401 | N/A | PC | to support families with children. | $1,000 |
| GRACES HOPE FOUNDATION | |||||||
| PO BOX 465 | LA PLATA | NM | 87418 | N/A | PC | Horse and animal therapy program | $25,000 |
| GRIEF CENTER OF SOUTHWEST COLORADO | |||||||
| CO JUDY AUSTIN 2243 N MAIN 4F | DURANGO | CO | 81301 | N/A | PC | 2022 La Plata County Children's Grief Program | $10,000 |
| GRIEF CENTER OF SOUTHWEST COLORADO | |||||||
| CO JUDY AUSTIN 2243 N MAIN 4F | DURANGO | CO | 81301 | N/A | PC | General & Unrestricted | $5,000 |
| GRIEF CENTER OF SOUTHWEST COLORADO | |||||||
| CO JUDY AUSTIN 2243 N MAIN 4F | DURANGO | CO | 81301 | N/A | PC | 2022 Montezuma County Children's Grief Program | $20,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| PO BOX 324 | FARMINGTON | NM | 87499 | N/A | PC | General & Unrestricted | $10,000 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $15,000 |
| HIGH DESERT DEVO INC | |||||||
| PO BOX 1344 | CORTEZ | CO | 81321 | N/A | PC | High Desert DEVO Program Expansion | $10,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | N/A | PC | General & Unrestricted | $25,000 |
| HOUSES WITH HOPE INC | |||||||
| PO BOX 47 | FARMINGTON | NM | 87499 | N/A | PC | General & Unrestricted | $2,000 |
| HUMANE SOCIETY OF THE FOUR CORNERS | |||||||
| PO BOX 1420 | AZTEC | NM | 87410 | N/A | PC | To provide assistance to the shelter for food and supplies | $2,000 |
| IGW CHILDRENS HOPE FOUNDATION INC | |||||||
| 1503 SCHOFIELD LN | FARMINGTON | NM | 87401 | N/A | PC | medical care for children in the Four Corners Area | $1,000 |
| IGW CHILDRENS HOPE FOUNDATION INC | |||||||
| 1503 SCHOFIELD LN | FARMINGTON | NM | 87401 | N/A | PC | General & Unrestricted | $60,000 |
| INSPIRE HEART INC | |||||||
| 5700 RINCONADA ST | FARMINGTON | NM | 87402 | N/A | PC | Art Supplies fund | $2,000 |
| INSPIRE HEART INC | |||||||
| 5700 RINCONADA ST | FARMINGTON | NM | 87402 | N/A | PC | General & Unrestricted | $26,000 |
| ITS MY VERY OWN BAGS OF LOVE SAN JUAN CHAPTER | |||||||
| 7320 TUSCANY WAY | FARMINGTON | NM | 87402 | N/A | PC | General & Unrestricted | $2,000 |
| J Thomas | |||||||
| 506 RD 6100 | Kirtland | NM | 87417 | none | I | Hardship Assistance Grant | $6,500 |
| K Harmon | |||||||
| 1702 County Road 205 | Durango | CO | 81301 | none | I | Hardship Assistance Grant | $6,500 |
| K Pritchard | |||||||
| 86 Big Bend Ct | Durango | CO | 81301 | none | I | Hardship Assistance Grant | $6,500 |
| KNOW THE SNOW | |||||||
| 1467 COUNTY RD 303 | DURANGO | CO | 81303 | N/A | PC | Youth Avalanche Courses | $3,000 |
| KNOW YOUR DOUGH | |||||||
| 3710 MAIN AVE STE 101 | DURANGO | CO | 81301 | N/A | PC | Financial Literacy Program Expansion | $4,000 |
| LA PLATA COUNTY HUMANE SOCIETY | |||||||
| 1111 S CAMINO DEL RIO | DURANGO | CO | 81303 | N/A | PC | To provide assistance to the shelter for food and supplies | $2,000 |
| LA PLATA YOUTH SERVICES INC | |||||||
| 2490 MAIN AVE | DURANGO | CO | 81301 | N/A | PC | General Operating Support | $35,000 |
| LIBERTY SCHOOL INC | |||||||
| 3107 WESTERN AVE | DURANGO | CO | 81301 | N/A | PC | General Scholarship Fund | $15,000 |
| LISA PARKERS PUPPIES | |||||||
| PO BOX 4438 | DURANGO | CO | 81302 | N/A | PC | General & Unrestricted | $2,000 |
| MANCOS VALLEY RESOURCES | |||||||
| PO BOX 204 | MANCOS | CO | 81328 | N/A | PC | Mancos Summer Hub | $26,316 |
| MANNA-THE DURANGO SOUP KITCHEN | |||||||
| PO BOX 1196 | DURANGO | CO | 81302 | N/A | PC | General & Unrestricted | $5,000 |
| MINDS MATTER | |||||||
| PO BOX 48162 | DENVER | CO | 80204 | N/A | PC | General & Unrestricted | $1,000 |
| MINDS MATTER | |||||||
| PO BOX 48162 | DENVER | CO | 80204 | N/A | PC | Charitable Event | $5,000 |
| MINDS MATTER | |||||||
| PO BOX 48162 | DENVER | CO | 80204 | N/A | PC | Minds Matter College Access Mentoring Program | $25,000 |
| MONTROSE REGIONAL LIBRARY DISTRICT | |||||||
| 302 S 2ND ST | MONTROSE | CO | 81401 | N/A | GOV | General & Unrestricted | $1,000 |
| MONTROSE REGIONAL LIBRARY DISTRICT | |||||||
| 302 S 2ND ST | MONTROSE | CO | 81401 | N/A | GOV | Naturita Community Library fund | $6,000 |
| NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN | |||||||
| 607 MERINO KRAAL ST | FARMINGTON | NM | 87401 | N/A | PC | General & Unrestricted | $1,000 |
| NEW MEXICO BOYS & GIRLS RANCHES | |||||||
| 6209 HENDRIX RD NE | ALBUQUERQUE | NM | 87110 | N/A | PC | Facilities Upgrade fund | $20,000 |
| PARADOX VALLEY SCHOOL | |||||||
| PO BOX 420 | PARADOX | CO | 81429 | N/A | PC | Curriculum upgrade fund | $5,000 |
| PARADOX VALLEY SCHOOL | |||||||
| PO BOX 420 | PARADOX | CO | 81429 | N/A | PC | General & Unrestricted | $1,000 |
| PAWS AND STRIPES | |||||||
| 617 TRUMAN ST NE | ALBUQUERQUE | NM | 87110 | N/A | PC | General & Unrestricted | $2,500 |
| PEOPLE ASSISTING THE HOMELESS INC | |||||||
| 520 HYDRO PLANT RD | FARMINGTON | NM | 87401 | N/A | PC | Assisting the Homeless Shelter/Transitional Housing/Daily Bread Free Midday Meals | $32,500 |
| PRESBYTERIAN MEDICAL SERVICES | |||||||
| 1422 PASEO DE PERALTA | SANTA FE | NM | 87501 | N/A | PC | Yes, I Can Program | $5,000 |
| PRESBYTERIAN MEDICAL SERVICES | |||||||
| 1422 PASEO DE PERALTA | SANTA FE | NM | 87501 | N/A | PC | Roundtree Children's Developmental Services | $5,000 |
| R Reed | |||||||
| 29 Calle de Los Suenos | Durango | CO | 81303 | none | I | Hardship Assistance Grant | $6,500 |
| REGIONAL ANIMAL SHELTER FOUNDATION INC | |||||||
| PO BOX 692 | FARMINGTON | NM | 87499 | N/A | PC | General & Unrestricted | $22,000 |
| REGIONAL ANIMAL SHELTER FOUNDATION INC | |||||||
| PO BOX 692 | FARMINGTON | NM | 87499 | N/A | PC | the Food Program | $1,000 |
| RIO GRANDE COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 318 ISLETA BLVD SW | ALBUQUERQUE | NM | 87105 | N/A | PC | Camp Enchantment New Mexico | $30,000 |
| ROCKY MOUNTAIN FISHER HOUSE FOUNDATION | |||||||
| 303 S BROADWAY STE 200 412 | DENVER | CO | 80209 | N/A | PC | Gift Cards for Military and Veteran Families | $20,000 |
| RONALD MCDONALD HOUSE CHARITIES OF DENVER INC | |||||||
| 1300 E 21ST AVE | DENVER | CO | 80205 | N/A | PC | General & Unrestricted | $30,000 |
| RONALD MCDONALD HOUSE CHARITIES OF NEW MEXICO | |||||||
| 1011 YALE BLVD NE | ALBUQUERQUE | NM | 87106 | N/A | PC | General & Unrestricted | $41,000 |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN COLORA | |||||||
| 4223 ROYAL PINE DR | COLORADO SPGS | CO | 80920 | N/A | PC | Ronald McDonald House | $30,000 |
| S Wilson | |||||||
| 34344 Hwy 160 E SW Apt 11 | Durango | CO | 81303 | none | I | Hardship Assistance Grant | $6,500 |
| SALVATION ARMY | |||||||
| 319 W BROADWAY | FARMINGTON | NM | 87401 | N/A | PC | the Angel Tree Program or other programs in need that serve families with children | $1,000 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | General & Unrestricted | $2,000 |
| SAN JUAN CENTER FOR INDEPENDENCE INC | |||||||
| 1204 SAN JUAN BLVD | FARMINGTON | NM | 87401 | N/A | PC | SJCI Youth Program | $10,000 |
| SAN JUAN COLLEGE FOUNDATION | |||||||
| 4601 COLLEGE BLVD | FARMINGTON | NM | 87402 | N/A | SO III FI | CLEAR Program | $25,000 |
| SAN JUAN COLLEGE FOUNDATION | |||||||
| 4601 COLLEGE BLVD | FARMINGTON | NM | 87402 | N/A | SO III FI | Food Security Projects at the San Juan College | $25,000 |
| SAN JUAN COLLEGE FOUNDATION | |||||||
| 4601 COLLEGE BLVD | FARMINGTON | NM | 87402 | N/A | SO III FI | 2022 San Juan Regional Science and Engineering Fair | $5,000 |
| SAN JUAN COLLEGE FOUNDATION | |||||||
| 4601 COLLEGE BLVD | FARMINGTON | NM | 87402 | N/A | SO III FI | SJC Advising Center Remodel fund | $30,000 |
| SAN JUAN COUNTY LIFE SKILLS FOUNDATION | |||||||
| PO BOX 360 | KIRTLAND | NM | 87417 | N/A | PC | Life Skills Programs | $30,000 |
| SAN JUAN COUNTY SHERIFFS OFFICE FOUNDATION INC | |||||||
| 211 S OLIVER DR | AZTEC | NM | 87410 | N/A | PC | Shop With Your Cops Fundraiser | $1,000 |
| SAN JUAN MEDICAL FOUNDATION INC | |||||||
| PO BOX 110 | FARMINGTON | NM | 87499 | N/A | PC | General & Unrestricted | $25,450 |
| SAN MIGUEL RESOURCE CENTER | |||||||
| PO BOX 3243 | TELLURIDE | CO | 81435 | N/A | PC | West End Victim Services and Youth Prevention Education | $10,000 |
| SEXUAL ASSAULT SERVICES OF NORTHWEST NEW MEXICO IN | |||||||
| 622 W MAPLE ST STE F | FARMINGTON | NM | 87401 | N/A | PC | youth programs | $10,000 |
| SEXUAL ASSAULT SERVICES ORGANIZATION | |||||||
| PO BOX 2723 | DURANGO | CO | 81302 | N/A | PC | Youth programs | $10,000 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | N/A | PC | General & Unrestricted | $20,000 |
| SOUTHWEST OPEN SCHOOL | |||||||
| 401 N DOLORES RD | CORTEZ | CO | 81321 | N/A | PC | General & Unrestricted | $8,000 |
| SPECIAL OLYMPICS NEW MEXICO INC | |||||||
| 6600 PALOMAS AVE NE STE 207 | ALBUQUERQUE | NM | 87109 | N/A | PC | General & Unrestricted | $2,500 |
| SPECIAL OLYMPICS NEW MEXICO INC | |||||||
| 6600 PALOMAS AVE NE STE 207 | ALBUQUERQUE | NM | 87109 | N/A | PC | Special Olympics New Mexico Area 1 | $25,000 |
| SPRING CREEK HORSE RESCUE | |||||||
| 2888 COUNTY RD 234 | DURANGO | CO | 81301 | N/A | PC | General & Unrestricted | $30,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $20,000 |
| TELLURIDE ADAPTIVE SKI PROGRAM | |||||||
| PO BOX 2254 | TELLURIDE | CO | 81435 | N/A | PC | General Operating Support | $35,000 |
| TELLURIDE COUNCIL FOR THE ARTS AND HUMANITIES | |||||||
| PO BOX 152 | TELLURIDE | CO | 81435 | N/A | PC | kids programs thru WE-ART in Naturita, Colorado | $1,000 |
| TELLURIDE FOUNDATION | |||||||
| PO BOX 4222 | TELLURIDE | CO | 81435 | N/A | PC | West End High School Apprenticeship Program | $21,500 |
| THE NEW MEXICO 4-H YOUTH DEVELOPMENT FOUNDATION | |||||||
| PO BOX 30003 MSC 3AE | LAS CRUCES | NM | 88003 | N/A | PC | San Juan County Cooperative Extension Youth and Community Development | $30,000 |
| THE POWERHOUSE | |||||||
| 1333 CAMINO DEL RIO | DURANGO | CO | 81301 | N/A | PC | STEAM Roller Rural Outreach | $40,000 |
| THE SALVATION ARMY | |||||||
| 2707 E VAN BUREN ST | PHOENIX | AZ | 85008 | N/A | PC | Christmas Angels Youth Programming-Farmington Corps | $25,000 |
| UNIVERSITY OF NEW MEXICO FOUNDATION INCORPORATED | |||||||
| TWO WOODWARD CTR 700 LOMAS BLVD NE | ALBUQUERQUE | NM | 87102 | N/A | PC | Maternal Fetal Medicine (MFM) Outreach Clinic Farmington New Mexico | $188,036 |
| YAVAPAI REHABILITATION CENTER | |||||||
| 436 N WASHINGTON AVE | PRESCOTT | AZ | 86301 | N/A | PC | General & Unrestricted | $2,000 |
| YOUNG AMERICA'S FOUNDATION | |||||||
| 11480 COMMERCE PARK DR STE 600 | RESTON | VA | 20191 | N/A | PC | Reagan Ranch fund | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,116,705 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,431 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,228,563 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,238,994 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,238,994 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART VI-A, LINE 11A | IdentifierTxt |
| Form And Line Reference | PART VI-A, LINE 11A | FormAndLineReferenceDesc |
| Medium Explanation | EXPLANATION OF TRANSFER FROM CONTROLLED ENTITY THE ONLY CASH TRANSFERS WERE $3,228,563 IN DIVIDEND PAYMENTS FROM THE TRANSFEROR. THE TRANSFEROR IS NOT AN EXCESS BUILDING HOLDING OF THE FOUNDATION. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RIGGS OIL & GAS CORP (CL B) | CategoryOrItemTxt |
| Book Value | $63,013,500 | BookValueAmt |
| EOYFMV | $92,317,500 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI - RURAL HOMES LLC - 0.5% - | Desc |
| EOY Book Value | $497,500 | EOYBookValueAmt |
| EOYFMV | $497,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $104,695 | $104,695 | |
| Bank Charges | $112 | $112 | |
| Foundation Dues & Memberships | $1,295 | $1,295 | |
| Indemnification Insurance | $750 | $750 | |
| Office Supplies | $362 | $362 | |
| Postage/Delivery Service | $537 | $537 | |
| State or Local Filing Fees | $45 | $45 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $810 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2022 | $33,800 |
| 990-PF Extension for 2021 | $3,400 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIGGS OIL & GAS CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 247 | AddressLine1Txt |
| City | HUMBOLDT | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 863290247 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850200918 | EIN |
| Desc | SEE GENERAL EXPLANATION STATEMENT | Desc |
| Amt | $3,228,563 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,228,563 | TotalAmt |