WESTMEATH FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WESTMEATH FOUNDATION (EIN 46-1350014)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202213129349102026
- 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
- Compensation Explanation
- Depreciation Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-08T15:18:09-06:00 | 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 | 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 | 2021-01-01 | 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 | 2022-11-04 | 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 | 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 | $75,526,542 | 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 | $381,041 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,536 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,536 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,200,000 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,200,000 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,583,577 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,202,536 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $45,600 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $101 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $101 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $104,716 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $92 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $104,624 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $165,417 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $92 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $119,725 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,775,959 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,775,959 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,941,376 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $92 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,895,684 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,642,201 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,202,444 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $248,141 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,390,342 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,390,342 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $63,013,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $63,013,500 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $73,636,200 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $500,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $500,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $63,261,641 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,903,842 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $75,526,542 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $63,261,641 | RetainedEarningBOYAmt |
| Retained Earning EOY | $64,903,842 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $63,261,641 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $64,903,842 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $63,261,641 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $64,903,842 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $63,261,641 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,642,201 | ExcessRevenueOverExpensesAmt |
| Subtotal | $64,903,842 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $64,903,842 | 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 | $44,514 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $44,514 | SubtotalAmt |
| Tax Based On Investment Income | $44,514 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42,157 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $45,557 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $124 | EsPenaltyAmt |
| Overpayment | $919 | OverpaymentAmt |
| Applied To ES Tax | $919 | 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 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Wendy Bircher | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec*, Pres | 1.0 | $5,000 | $0 | $0 |
| Michael J Finney | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres*, Dir, Sec | 8.0 | $5,000 | $0 | $0 |
| Kathy L Kellenaers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $5,000 | $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 | $102,971 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO PROVIDE FUNDING TO SUPPORT THE CONSTRUCTION OF AFFORDABLE HOUSING SOLD TO THOSE LIVING IN THE TARGET GEOGRAPHY, HOUSEHOLDS EARNING 60-120% OF AREA MEDIAN INCOME. | Description1Txt |
| Expenses1 | $500,000 | Expenses1Amt |
| Total | $500,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $981,416 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $73,636,200 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $74,617,616 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $74,617,616 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,119,264 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $73,498,352 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,674,918 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,674,918 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,514 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,514 | TotalTaxAmt |
| Distributable Before Adj | $3,630,404 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,630,404 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,630,404 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,895,684 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $500,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,395,684 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,630,404 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $1,301,621 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $869,892 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $99,399 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,270,912 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,395,684 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,395,684 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,234,720 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,234,720 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,036,192 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,036,192 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,901 | ExcessFromYear4Amt |
| Excess From Year3 | $869,892 | ExcessFromYear3Amt |
| Excess From Year2 | $99,399 | ExcessFromYear2Amt |
| 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 (110 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 | General Operating Funds and Program Expansion | $10,000 |
| A Durr | |||||||
| 36215 Highway 160 | Mancos | CO | 81328 | NONE | I | Hardship Assistance Grant | $6,500 |
| A SANCTUARY FOR MILITARY FAMILIES INC DBA PROJECT | |||||||
| PO BOX 1563 | GRANBY | CO | 80446 | N/A | PC | Therapeutic Retreats for at-risk military families | $15,000 |
| ALLIANCE FOR CHOICE IN EDUCATION | |||||||
| 5251 DTC PKWY STE 1150 | GREENWOOD VILLAGE | CO | 80111 | N/A | PC | General & Unrestricted | $2,000 |
| ANNIES ORPHANS | |||||||
| 1630 COUNTY RD 214 | DURANGO | CO | 81303 | N/A | PC | to the shelter for food and supplies | $2,000 |
| BIG BROTHERS BIG SISTERS OF SOUTHWEST COLORADO | |||||||
| PO BOX 2154 | DURANGO | CO | 81302 | N/A | PC | General & Unrestricted | $20,000 |
| BIG BROTHERS-BIG SISTERS OF CENTRAL NEW MEXICO - S | |||||||
| 308 N LOCKE AVE | FARMINGTON | NM | 87401 | N/A | PC | Farmington Area School Initiative | $15,000 |
| 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 | $5,000 |
| BLUE STAR MOTHERS OF AMERICA INC | |||||||
| PO BOX 917 | FLORA VISTA | NM | 87415 | N/A | PC | Wall that Heals fund | $5,000 |
| 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 | $15,000 |
| BUILDING HOMES FOR HEROES INC | |||||||
| 4584 AUSTIN BLVD | ISLAND PARK | NY | 11558 | N/A | PC | General & Unrestricted | $5,000 |
| C Whitaker | |||||||
| 3 Rd 3624 | Aztec | NM | 87410 | NONE | I | Hardship Assistance Grant | $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 | $147,147 |
| CHILDRENS HOSPITAL COLORADO | |||||||
| 13123 E 16TH AVE BOX 045 | AURORA | CO | 80045 | N/A | PC | Team Durango Derailers | $5,000 |
| CHILDRENS HOSPITAL COLORADO | |||||||
| 13123 E 16TH AVE BOX 045 | AURORA | CO | 80045 | N/A | PC | School Health COVID-19 ECHO support | $68,242 |
| COLORADO 4-H FOUNDATION INC - LA PLATA COUNTY 4-H | |||||||
| 2500 MAIN AVE | DURANGO | CO | 81301 | N/A | PC | La Plata County 4-H Project | $30,000 |
| COLORADO 4H FOUNDATION INC | |||||||
| 4040 CAMPUS DELIVERY | FORT COLLINS | CO | 80523 | N/A | PC | Montezuma County 4H Youth Development | $15,000 |
| COMMUNITY CONNECTIONS INC | |||||||
| 281 SAWYER DR STE 200 | DURANGO | CO | 81303 | N/A | PC | For youth programs | $1,000 |
| 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- Adaptive Sports Association | $35,000 |
| DURANGO ARTS CENTER INC | |||||||
| 802 E 2ND AVE | DURANGO | CO | 81301 | N/A | PC | need based assistance program for the After School Art Program | $1,000 |
| DURANGO DEVO | |||||||
| 10 TOWN PLZ 110 | DURANGO | CO | 81301 | N/A | PC | to be used to help kids that need some help with the program, bikes, etc. | $1,000 |
| DURANGO SCHOOL DISTRICT NO 9-R | |||||||
| 201 EAST 12TH ST | DURANGO | CO | 81301 | N/A | GOV | used to help with the Special Needs programs/equipment | $2,000 |
| ECONOMIC COUNCIL HELPING OTHERS INC | |||||||
| 1921 E MURRAY DR | FARMINGTON | NM | 87401 | N/A | PC | Children's food backpack program | $5,000 |
| EDGEWATER COLLECTIVE | |||||||
| 2483 OTIS CT | EDGEWATER | CO | 80214 | N/A | PC | Jefferson Success Academy After School Program | $10,000 |
| 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 |
| FORT LEWIS COLLEGE FOUNDATION | |||||||
| 1000 RIM DR | DURANGO | CO | 81301 | N/A | PC | Physics & Engineering Student Success Center | $16,000 |
| FORT LEWIS COLLEGE FOUNDATION | |||||||
| 1000 RIM DR | DURANGO | CO | 81301 | N/A | PC | Westmeath Foundation Scholarship Fund | $10,000 |
| FOUR CORNERS EQUINE RESCUE | |||||||
| 22 RD 3334 | AZTEC | NM | 87410 | N/A | PC | To be used for FEED program | $5,000 |
| FOUR CORNERS EQUINE RESCUE | |||||||
| 22 RD 3334 | AZTEC | NM | 87410 | N/A | PC | Fencing 2 acres on Road 3332 | $12,500 |
| FOUR CORNERS EQUINE RESCUE | |||||||
| 22 RD 3334 | AZTEC | NM | 87410 | N/A | PC | Purchase Feed | $37,500 |
| FOUR CORNERS FOUNDATION INC | |||||||
| PO BOX 5160 | FARMINGTON | NM | 87499 | N/A | PC | New Beginning, New Blessings, New Hope Summer Campaign | $10,000 |
| FRIENDS OF THE SILVERTON PUBLIC LIBRARY INCORPORAT | |||||||
| PO BOX 232 | SILVERTON | CO | 81433 | N/A | PC | to be used for kids programs/books | $1,000 |
| GRACE PLACE FOR WOMEN INC | |||||||
| 4801 N BUTLER AVE STE 3102 | FARMINGTON | NM | 87401 | N/A | PC | For support of families with children. | $2,000 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $15,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | N/A | PC | General & Unrestricted | $22,500 |
| 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 | Family Care and Support Services | $50,000 |
| IGW CHILDRENS HOPE FOUNDATION INC | |||||||
| 1503 SCHOFIELD LN | FARMINGTON | NM | 87401 | N/A | PC | For support of medical care for children in the Four Corners area | $2,000 |
| IGW CHILDRENS HOPE FOUNDATION INC | |||||||
| 1503 SCHOFIELD LN | FARMINGTON | NM | 87401 | N/A | PC | General & Unrestricted | $2,500 |
| INSPIRE HEART INC | |||||||
| 5700 RINCONADA ST | FARMINGTON | NM | 87402 | N/A | PC | Salary for counselor | $25,000 |
| INSPIRE HEART INC | |||||||
| 5700 RINCONADA ST | FARMINGTON | NM | 87402 | N/A | PC | Art Outreach program | $10,000 |
| INSPIRE HEART INC | |||||||
| 5700 RINCONADA ST | FARMINGTON | NM | 87402 | N/A | PC | Lion's heart program | $20,000 |
| INSPIRE HEART INC | |||||||
| 5700 RINCONADA ST | FARMINGTON | NM | 87402 | N/A | PC | General & Unrestricted | $5,000 |
| ITS MY VERY OWN BAGS OF LOVE SAN JUAN CHAPTER | |||||||
| 7320 TUSCANY WAY | FARMINGTON | NM | 87402 | N/A | PC | General & Unrestricted | $2,000 |
| J Rico | |||||||
| 3701 N Melrose Dr | Farmington | NM | 87401 | 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 COWBELLES | |||||||
| 1081 COUNTY RD 121 | HESPERUS | CO | 81326 | N/A | PC | La Plata - Archuleta Cattleman's association scholarship program | $5,000 |
| LA PLATA COUNTY HUMANE SOCIETY | |||||||
| 1111 S CAMINO DEL RIO | DURANGO | CO | 81303 | N/A | PC | to the shelter for food and supplies | $2,000 |
| LA PLATA YOUTH SERVICES INC | |||||||
| 2490 MAIN AVE | DURANGO | CO | 81301 | N/A | PC | The Community-in-Schools Partnership (CISP) Program | $30,000 |
| LA PLATA YOUTH SERVICES INC | |||||||
| 2490 MAIN AVE | DURANGO | CO | 81301 | N/A | PC | General Operating | $30,000 |
| LIBERTY SCHOOL INC | |||||||
| 3107 WESTERN AVE | DURANGO | CO | 81301 | N/A | PC | General Scholarship Fund | $15,000 |
| LIBERTY SCHOOL INC | |||||||
| 3107 WESTERN AVE | DURANGO | CO | 81301 | N/A | PC | Increase Tutor wages & new hire | $25,000 |
| LISA PARKERS PUPPIES | |||||||
| PO BOX 4438 | DURANGO | CO | 81302 | N/A | PC | General & Unrestricted | $2,000 |
| MANNA-THE DURANGO SOUP KITCHEN | |||||||
| PO BOX 1196 | DURANGO | CO | 81302 | N/A | PC | childrens' back pack program, or for other kids' needs | $1,000 |
| 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 | the Naturita Public Library for kids projects | $1,000 |
| MONTROSE REGIONAL LIBRARY DISTRICT | |||||||
| 302 S 2ND ST | MONTROSE | CO | 81401 | N/A | GOV | for the benefit of Naturita Community Library | $6,000 |
| N Sossaman | |||||||
| 11980 E 16th Ave Apt 319 | Aurora | CO | 80010 | NONE | I | Hardship Assistance Grant | $5,000 |
| NEW MEXICO BOYS & GIRLS RANCHES | |||||||
| 6209 HENDRIX RD NE | ALBUQUERQUE | NM | 87110 | N/A | PC | Four Corner Resident Placement Costs | $30,000 |
| NEW MEXICO FOUNDATION FOR DENTAL HEALTH RESEARCH A | |||||||
| PO BOX 16854 | ALBUQUERQUE | NM | 87191 | N/A | PC | Give Kids a Smile (GKAS) and NM Mission of Mercy (NM MOM) | $15,790 |
| NEW MEXICO STATE UNIVERSITY FOUNDATION INC | |||||||
| PO BOX 3590 | LAS CRUCES | NM | 88003 | N/A | PC | Innoventure Challenge | $4,500 |
| PARADOX VALLEY SCHOOL | |||||||
| PO BOX 420 | PARADOX | CO | 81429 | N/A | PC | General Operating Fund with a focus on student interest programs | $5,000 |
| PARADOX VALLEY SCHOOL | |||||||
| PO BOX 420 | PARADOX | CO | 81429 | N/A | PC | General & Unrestricted | $1,000 |
| PEOPLE ASSISTING THE HOMELESS INC | |||||||
| 520 HYDRO PLANT RD | FARMINGTON | NM | 87401 | N/A | PC | PATH Shelter and Housing Programs | $30,000 |
| PRESBYTERIAN MEDICAL SERVICES | |||||||
| 1422 PASEO DE PERALTA | SANTA FE | NM | 87501 | N/A | PC | Roundtree Children's Developmental Services | $5,000 |
| R Adams | |||||||
| 24 Country Road 3323 | Aztec | NM | 87410 | None | I | Hardship Assistance Grant | $5,000 |
| REGIONAL ANIMAL SHELTER FOUNDATION INC | |||||||
| PO BOX 692 | FARMINGTON | NM | 87499 | N/A | PC | General & Unrestricted | $15,000 |
| REGIONAL ANIMAL SHELTER FOUNDATION INC | |||||||
| PO BOX 692 | FARMINGTON | NM | 87499 | N/A | PC | to the shelter for food and supplies | $2,000 |
| REGIONAL ANIMAL SHELTER FOUNDATION INC | |||||||
| PO BOX 692 | FARMINGTON | NM | 87499 | N/A | PC | for 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 |
| RONALD MCDONALD HOUSE CHARITIES OF NEW MEXICO | |||||||
| 1011 YALE BLVD NE | ALBUQUERQUE | NM | 87106 | N/A | PC | General & Unrestricted | $1,000 |
| S Deal | |||||||
| 2204 Cherry Lane | Farmington | NM | 87401 | NONE | I | Hardship Assistance Grant | $6,500 |
| S Hudson | |||||||
| 2658 Wren Ave 314 | Farmington | NM | 87401 | NONE | I | Hardship Assistance Grant | $5,000 |
| 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 | $2,000 |
| 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 Wellness | $10,000 |
| SAN JUAN COLLEGE FOUNDATION | |||||||
| 4601 COLLEGE BLVD | FARMINGTON | NM | 87402 | N/A | SO III FI | CLEAR program at San Juan College | $26,300 |
| SAN JUAN COLLEGE FOUNDATION | |||||||
| 4601 COLLEGE BLVD | FARMINGTON | NM | 87402 | N/A | SO III FI | San Juan College Veteran Center Improvement project | $25,000 |
| SAN JUAN COLLEGE FOUNDATION | |||||||
| 4601 COLLEGE BLVD | FARMINGTON | NM | 87402 | N/A | SO III FI | Science Fair Funding | $5,480 |
| SAN JUAN COLLEGE FOUNDATION | |||||||
| 4601 COLLEGE BLVD | FARMINGTON | NM | 87402 | N/A | SO III FI | Food Security Projects at the Harvest Food Hub | $25,000 |
| SAN JUAN COUNTY LIFE SKILLS FOUNDATION | |||||||
| PO BOX 360 | KIRTLAND | NM | 87417 | N/A | PC | First Tee Jr Academy Programs | $20,000 |
| SAN JUAN MEDICAL FOUNDATION INC | |||||||
| PO BOX 110 | FARMINGTON | NM | 87499 | N/A | PC | Building Wings Children's Fund | $100,000 |
| SAN MIGUEL COUNTY | |||||||
| PO BOX 486 | NORWOOD | CO | 81423 | N/A | GOV | San Miguel Basin Fair | $5,000 |
| 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 | General Support for Children | $7,500 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | N/A | PC | General & Unrestricted | $15,000 |
| SPECIAL OLYMPICS NEW MEXICO INC | |||||||
| 6600 PALOMAS AVE NE STE 207 | ALBUQUERQUE | NM | 87109 | N/A | PC | Special Olympics Area 1 | $25,000 |
| SPECIAL OLYMPICS NEW MEXICO INC | |||||||
| 6600 PALOMAS AVE NE STE 207 | ALBUQUERQUE | NM | 87109 | N/A | PC | in support of Farmington, District 1 | $2,500 |
| SPRING CREEK HORSE RESCUE | |||||||
| 2888 COUNTY RD 234 | DURANGO | CO | 81301 | N/A | PC | Fencing and other capital improvements and Feed for the horses | $32,000 |
| SPRING CREEK HORSE RESCUE | |||||||
| 2888 COUNTY RD 234 | DURANGO | CO | 81301 | N/A | PC | To be used for FEED | $5,000 |
| SPRING CREEK HORSE RESCUE | |||||||
| 2888 COUNTY RD 234 | DURANGO | CO | 81301 | N/A | PC | General & Unrestricted | $18,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $15,000 |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | Fallen First Responder Home Program | $100,000 |
| T Lewis | |||||||
| 8659 Hwy 550 Apt 29 | Durango | CO | 81303 | NONE | I | Hardship Assistance Grant | $5,000 |
| T Pontine | |||||||
| 1998 CR 308 | Durango | CO | 81303 | NONE | I | Hardship Assistance Grant | $5,000 |
| TELLURIDE ADAPTIVE SKI PROGRAM | |||||||
| PO BOX 2254 | TELLURIDE | CO | 81435 | N/A | PC | General Operating Support | $30,000 |
| 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 Apprenticeship Program | $25,000 |
| THE NEW MEXICO 4-H YOUTH DEVELOPMENT FOUNDATION | |||||||
| PO BOX 30003 MSC 3AE | LAS CRUCES | NM | 88003 | N/A | PC | San Juan County 4-H Youth Development Program | $30,000 |
| THE POWERHOUSE | |||||||
| 1333 CAMINO DEL RIO | DURANGO | CO | 81301 | N/A | PC | kids STEM programs | $1,000 |
| THE SALVATION ARMY | |||||||
| 2707 E VAN BUREN ST | PHOENIX | AZ | 85008 | N/A | PC | Human Service and Christmas Angels Programming-Farmington Corps | $17,000 |
| UNIVERSITY OF NEW MEXICO FOUNDATION INCORPORATED | |||||||
| TWO WOODWARD CTR 700 LOMAS BLVD NE | ALBUQUERQUE | NM | 87102 | N/A | PC | NicView by Natus | $78,000 |
| 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 | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,775,959 | 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 | $2,536 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,200,000 | 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 | $3,202,536 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,202,536 | 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 | Estate of Elliott A Riggs | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Riggs Oil Gas Corp PO Box 711 | AddressLine1Txt |
| City | Farmington | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87499 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $380,939 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| Short ExplanationShortExplanationTxt |
|---|
| Wendy Bircher |
| *Resigned from position in 2021. |
| Michael J Finney |
| *Resigned from position in 2021. |
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 | FORM 990-PF, PART VI-A, LINE 11A: | FormAndLineReferenceDesc |
| Medium Explanation | EXPLANATION OF TRANSFER FROM CONTROLLED ENTITY THE ONLY CASH TRANSFER WAS AN $3,200,000 DIVIDEND PAYMENT 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 | $73,636,200 | 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 | $500,000 | EOYBookValueAmt |
| EOYFMV | $500,000 | 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 | $102,878 | $102,878 | |
| Bank Charges | $92 | $92 | |
| Foundation Dues & Memberships | $500 | $500 | |
| Indemnification Insurance | $750 | $750 | |
| Postage/Delivery Service | $204 | $204 | |
| State or Local Filing Fees | $35 | $35 | |
| Website Hosting/Support | $257 | $257 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2021 | $41,800 |
| 990-PF Extension for 2020 | $3,800 |
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 | Desc |
| Amt | $3,200,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,200,000 | TotalAmt |