THE BINGAMAN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE BINGAMAN FOUNDATION (EIN 81-4529965)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-27
- IRS object ID
- 202203009349100720
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-27T16:18:31-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814529965 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Bingaman Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BING | 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 | 0 | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN F | PersonFirstNm |
| Person Last | BINGAMAN | 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 |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,590,293 | 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 | $2,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $948 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $948 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $59,699 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,699 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,117 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $548,569 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,117 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $18,324 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,834 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,612,088 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,598 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,300 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $19,120 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $617 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,503 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,420 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $617 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,503 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $140,420 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $617 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $138,503 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,471,668 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $110,981 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $334,897 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,324,884 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,324,884 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,701,857 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,186,404 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,573,301 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $692,079 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $689,213 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $692,108 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,728,833 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,200,501 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,590,293 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,728,833 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,200,501 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,728,833 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,200,501 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,728,833 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,200,501 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,728,833 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,471,668 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,200,501 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,200,501 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $548,569 | GrossSalesPriceAmt |
| Cost Or Other Basis | $515,452 | CostOrOtherBasisAmt |
| Gain Or Loss | $33,117 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $33,117 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,117 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,543 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,543 | SubtotalAmt |
| Tax Based On Investment Income | $1,543 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,543 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,543 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,000 | OverpaymentAmt |
| Applied To ES Tax | $1,000 | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John F Bingaman | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Dir, Pres, Sec, Treas | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $1,735,833 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $741,705 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $692,108 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,169,646 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,169,646 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,545 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,122,101 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $156,105 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $156,105 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,543 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,543 | TotalTaxAmt |
| Distributable Before Adj | $154,562 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $154,562 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $154,562 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $138,503 | 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 | $138,503 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $154,562 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $134,950 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $138,503 | QualifyingDistributionsAmt |
| Applied To Year1 | $134,950 | AppliedToYear1Amt |
| Applied To Current Year | $3,553 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $151,009 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | John F Bingaman | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASPEN SANTA FE BALLET | |||||||
| 245 SAGE WAY | ASPEN | CO | 81611 | N/A | PC | General & Unrestricted | $1,000 |
| BREAKING GROUND HOUSING DEVELOPMENT FUND CORPORATI | |||||||
| 505 8TH AVENUE 5TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $5,000 |
| DOMINICAN REPUBLIC EDUCATION AND MENTORING PROJECT | |||||||
| 916 WILLIAMS RD UNIT 2 | COLCHESTER | VT | 05446 | N/A | PC | General & Unrestricted | $2,000 |
| EL RANCHO DE LAS GOLONDRINAS INC | |||||||
| 334 LOS PINOS RD | SANTA FE | NM | 87507 | N/A | PC | 50th Anniversary Celebration fund | $10,000 |
| LEGAL OUTREACH INC | |||||||
| 3614 35TH ST | ASTORIA | NY | 11106 | N/A | PC | General & Unrestricted | $10,000 |
| LENSIC PERFORMING ARTS CENTER CORPORATION | |||||||
| 211 W SAN FRANCISCO ST | SANTA FE | NM | 87501 | N/A | PC | General & Unrestricted | $25,000 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $10,000 |
| NATIONAL DANCE INSTITUTE NEW MEXICO INC | |||||||
| 1140 ALTO ST | SANTA FE | NM | 87501 | N/A | PC | General & Unrestricted | $10,000 |
| READING QUEST | |||||||
| 991 CAMINO CONSUELO | SANTA FE | NM | 87507 | N/A | PC | General & Unrestricted | $5,000 |
| RIO GRANDE SCHOOL | |||||||
| 715 CAMINO CABRA | SANTA FE | NM | 87505 | N/A | PC | General & Unrestricted | $3,500 |
| SANTA FE CHILDRENS MUSEUM INC | |||||||
| 1050 OLD PECOS TRAIL | SANTA FE | NM | 87505 | N/A | PC | General & Unrestricted | $2,500 |
| SIGMA CHI FOUNDATION | |||||||
| 1714 HINMAN AVE | EVANSTON | IL | 60201 | N/A | PC | Cambridge Investment House Fund | $10,000 |
| THINK NEW MEXICO | |||||||
| 1227 PASEO DE PERALTA | SANTA FE | NM | 87501 | N/A | PC | General & Unrestricted | $5,000 |
| WESTERN NEW MEXICO UNIVERSITY FOUNDATION | |||||||
| PO BOX 1158 | SILVER CITY | NM | 88062 | N/A | PC | The Jesse & Beth Bingaman Scholarship fund for science | $21,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,000 | 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 | $948 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,699 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,117 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,324 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $112,088 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $112,088 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Bingaman John F | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 511 Camino Pinones | AddressLine1Txt |
| City | Sante Fe | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARES CAPITAL CORPORATION - CLO | $96,106 | $148,330 |
| COMMUNICATION SVCS SLCT SCTR S | $145,865 | $233,040 |
| DB X TRACKERS MSCI EAFE HEDGED | $86,015 | $106,029 |
| ISHARES S&P U.S. PREFERRED STO | $108,691 | $118,290 |
| MAIN STREET CAPITAL CORP | $105,261 | $157,010 |
| VANGUARD DIVIDEND APPRECIATION | $205,106 | $343,500 |
| VANGUARD FTSE DEVELOPED MARKET | $135,658 | $153,180 |
| VANGUARD GOVT BOND ETF INTERME | $153,048 | $159,528 |
| VANGUARD SHORT TERM CORPORATE | $150,654 | $154,394 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BROCKHURST CAPITAL PARTNERS LL | $299,873 | $300,000 |
| CK CANADA HOLDINGS LLC | $67,108 | $67,108 |
| LANDMARK DIVIDEND GROWTH FUND | $322,232 | $325,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $18,478 | $18,478 | |
| Bank Charges | $150 | $150 | |
| K-1 Exp BROCKHURST CAPITAL PAR | $133 | $133 | |
| K-1 Exp LANDMARK DIVIDEND GROW | $334 | $334 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss BROCKHURST CAPITAL PARTNERS LLC | $6 | -$484 |
| K-1 Inc/Loss LANDMARK DIVIDEND GROWTH FUND - K LLC | $18,318 | $18,318 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2021 | CategoryTxt |
| Amt | $1,300 | Amt |