REALTY GIFT FUND: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- REALTY GIFT FUND (EIN 85-0479295)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349102159
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T09:09:45-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6565 AMERICAS PARKWAY NE STE 600 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87110 | 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 | 850479295 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REALTY GIFT FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REAL | BusinessNameControlTxt |
| Phone | 5059862943 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 22865 | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN J GRAB | PersonNm |
| Person Title | CEO/CFO | PersonTitleTxt |
| Phone | 5059862943 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | GRAB | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA ALEXANDERSON | PreparerPersonNm |
| PTIN | P01218925 | PTIN |
| Phone | 5058787200 | PhoneNum |
| Preparation | 2022-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $5,081,165 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,422,900 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $51 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $51 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $51 | InterestOnSavingsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $5,361,333 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $5,902,899 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | -$541,566 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $4,519,800 | GrossProfitAdjNetIncmAmt |
| Total Rev And Expnss | $9,881,385 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,519,851 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $100,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $15,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $85,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $495 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $495 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,866 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $12,866 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Occupancy Rev And Expnss | $1,617 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $809 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $808 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,487 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,487 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,000 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,000 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $319,265 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $105 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,695 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $316,069 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $443,730 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $105 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $31,370 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $411,859 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,428,603 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,428,603 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,872,333 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $105 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $31,370 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,840,462 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,009,052 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,488,481 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $71,515 | CashBOYAmt |
| Cash EOY | $201,179 | CashEOYAmt |
| Cash EOYFMV | $201,179 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $598 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $109,986 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $109,986 | SavAndTempCashInvstEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,770,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $4,770,000 | LandEOYAmt |
| Land EOYFMV | $4,770,000 | LandEOYFMVAmt |
| Total Assets BOY | $72,113 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,081,165 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,081,165 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $39,400 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $39,400 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $39,400 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,400 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $32,713 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,041,765 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,713 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,041,765 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $72,113 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,081,165 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,713 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,009,052 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,041,765 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,041,765 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.REALTYGIFTFUND.ORG | WebsiteAddressTxt |
| Individual With Books | JOHN J GRAB | IndividualWithBooksNm |
| Phone | 5059862943 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 22865 | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| JOHN J GRAB | ||||||||
| PO BOX 22865 | SANTA FE | NM | 87502 | CEO | 20.00 | $40,000 | $0 | $0 |
| CHASE V MAGNUSON | ||||||||
| PO BOX 22865 | SANTA FE | NM | 87502 | ADVISOR | 20.00 | $0 | $0 | $0 |
| BRUCE A GEISS | ||||||||
| PO BOX 22865 | SANTA FE | NM | 87502 | COO | 40.00 | $60,000 | $0 | $2,108 |
| PETER C KANE | ||||||||
| PO BOX 22865 | SANTA FE | NM | 87502 | CHIEF GLOBAL STRATEGIST | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO PROMOTE THE CHARITABLE GIVING OF REAL ESTATE BY SEEKING AND ACCEPTING REAL ESTATE GIFTS OF ALL KINDS, FIXING OR REMEDIATING ASSETS BEFORE SELLING THEM, AND USING THE EXCESS PROCEEDS TO MAKE GRANTS TO OTHER NON-PROFIT ORGANIZATIONS. IN 2020, RGF SOLD AND/OR RECEIVED REAL PROPERTY IN ALASKA, ARIZONA, CALIFORNIA, COLORADO, LOUISIANA, MINNESOTA, NEVADA, NEW MEXICO, NEW YORK, NORTH CAROLINA, TEXAS, VIRGINIA, AND WEST VIRGINIA. | Description1Txt |
| Expenses1 | $99,341 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $296,777 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $296,777 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $296,777 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,452 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $292,325 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,616 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,840,462 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,840,462 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2019-08-22 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $14,616 | CurrentYearAmt |
| Year1 | $21,602 | Year1Amt |
| Year2 | $5,255 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $41,473 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,424 | CurrentYearAmt |
| Year1 | $18,362 | Year1Amt |
| Year2 | $4,467 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $35,252 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,840,462 | CurrentYearAmt |
| Year1 | $1,620,401 | Year1Amt |
| Year2 | $208,228 | Year2Amt |
| Year3 | $90,894 | Year3Amt |
| Total | $6,759,985 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,428,603 | CurrentYearAmt |
| Year1 | $1,526,910 | Year1Amt |
| Year2 | $125,000 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $6,080,513 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $411,859 | CurrentYearAmt |
| Year1 | $93,491 | Year1Amt |
| Year2 | $83,228 | Year2Amt |
| Year3 | $90,894 | Year3Amt |
| Total | $679,472 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,744 | CurrentYearAmt |
| Year1 | $14,401 | Year1Amt |
| Year2 | $3,503 | Year2Amt |
| Year3 | $1,773 | Year3Amt |
| Total | $29,421 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN ENDOWMENT FOUNDATION | ||||||
| 5700 DARROW RD STE 118 | HUDSON | OH | 44236 | PC | GENERAL SUPPORT | $322,550 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||
| 200 SEAPORT BLVD | BOSTON | MA | 02210 | PC | GENERAL SUPPORT | $3,057,171 |
| THE STEVENSON SCHOOL | ||||||
| 3152 FOREST LAKE RD | PEBBLE BEACH | CA | 93953 | PC | GENERAL SUPPORT | $100,000 |
| RICE UNIVERSITY | ||||||
| PO BOX 1892 | HOUSTON | TX | 77251 | PC | GENERAL SUPPORT | $5,000 |
| DRURY UNIVERSITY | ||||||
| 930 N BENTON AVE | SPRINGFIELD | MO | 65802 | PC | GENERAL SUPPORT | $5,000 |
| UNIVERSITY OF ROCHESTER | ||||||
| PO BOX 270032 300 EAST RIVER ROAD | ROCHESTER | NY | 14627 | PC | GENERAL SUPPORT | $5,000 |
| CITY OF HOPE | ||||||
| 1500 E DUARTE RD | DUARTE | CA | 91010 | PC | GENERAL SUPPORT | $5,000 |
| LAKE COUNTY HISTORICAL SOCIETY | ||||||
| PO BOX 1011 | LAKEPORT | CA | 95453 | PC | GENERAL SUPPORT | $5,000 |
| BOSTON UNIVERSITY | ||||||
| 595 COMMONWEALTH AVE STE 700 | BOSTON | MA | 02215 | PC | GENERAL SUPPORT | $1,000 |
| KEYS FAMILY DAY SCHOOL | ||||||
| 2890 MIDDLEFIELD RD | PALO ALTO | CA | 94306 | PC | GENERAL SUPPORT | $1,000 |
| EXPLORER PRESCHOOL INC | ||||||
| 2700 BOOKSIN AVE | SAN JOSE | CA | 95125 | PC | GENERAL SUPPORT | $1,608 |
| COLORADO PUBLIC RADIO | ||||||
| 7409 S ALTON CT | CENTENNIAL | CO | 80112 | PC | GENERAL SUPPORT | $25,047 |
| DENVER FOUNDATION | ||||||
| 1009 GRANT ST | DENVER | CO | 80203 | PC | GENERAL SUPPORT | $363,917 |
| LIFELINK | ||||||
| PO BOX 5820 | SANTA FE | NM | 87502 | PC | GENERAL SUPPORT | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,972,293 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$541,566 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $51 | ExclusionAmt |
| Related Or Exempt Function Incm | -$541,566 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$541,515 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 10 | LineNumberTxt |
| Relationship Statement | REALTY GIFT FUND AIMS TO PROMOTE THE CHARITABLE GIVING OF REAL ESTATE BY SEEKING AND ACCEPTING REAL ESTATE GIFTS OF ALL KINDS, FIXING OR REMEDIATING ASSETS BEFORE SELLING THEM, AND USING THE EXCESS PROCEEDS TO MAKE GRANTS TO OTHER NON-PROFIT ORGANIZATIONS. IN 2021, RGF SOLD AND/OR RECEIVED REAL PROPERTY IN ALASKA, ARIZONA, CALIFORNIA, COLORADO, LOUISIANA, MINNESOTA, NEVADA, NEW MEXICO, NEW YORK, NORTH CAROLINA, TEXAS, VIRGINIA, AND WEST VIRGINIA. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (17 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| MICHAEL & LINDA BEAVER | ||||||
| 1 | 178 PELICAN REEF DRIVE | ST AUGUSTINE | FL | 320105232 | $4,000,000 | Yes (X) |
| KEVIN MACLEAN | ||||||
| 2 | 15121 BECKY LANE | MONTE SERENO | CA | 95030 | $1,845,000 | Yes (X) |
| PINE SHORES INC | ||||||
| 3 | 4730 DUPONT AVE SOUTH | MINNEAPOLIS | MN | 55419 | $930,000 | Yes (X) |
| DR ROLF B & TERI S WALLIN | ||||||
| 4 | 2716 ELMHURST DRIVE | FAYETTEVILLE | NC | 28304 | $650,000 | Yes (X) |
| BRAGG HEALTH FOUNDATION | ||||||
| 5 | 7127 HOLLISTER AVE SUITE 25A-174 | SANTA BARBARA | CA | 93117 | $535,000 | Yes (X) |
| CALL LOVELAND LLC | ||||||
| 6 | 14094 LEXINGTON CIRCLE | WESTMINSTER | CO | 80023 | $520,000 | Yes (X) |
| KAREN JENNI & MARK FITZGERALD | ||||||
| 7 | 4070 FIELD DRIVE | WHEATRIDGE | CO | 80023 | $426,000 | Yes (X) |
| GREGRICK A FREY | ||||||
| 8 | 2880 BICENTENNIAL PARKWAY STE 100 | HENDERSON | NV | 89044 | $375,000 | Yes (X) |
| CHRIS A & SUSANE S HORN | ||||||
| 9 | 7637 ROCKSPRING DRIVE | CORPUS CHRISTI | TX | 78413 | $275,000 | Yes (X) |
| DR THOMAS C AND KARINN H ROTHE | ||||||
| 10 | 6451 N CAMINO LIBBY | TUCSON | AZ | 85718 | $185,000 | Yes (X) |
| STEVE AND EMI KATZMAN | ||||||
| 11 | 2896 EMERSON ST | PALO ALTO | CA | 94306 | $165,000 | Yes (X) |
| THE RON & EILEEN RICKS REVOCABLE TRUST | ||||||
| 12 | 6338 AZALEA LANE | DALLAS | TX | 75230 | $150,000 | Yes (X) |
| MACLOVIA HOLDINGS LLC | ||||||
| 13 | PO BOX 6775 | SANTA FE | NM | 87502 | $129,000 | Yes (X) |
| PEREGRINE INVESTMENT MANAGEMENT CORPORATION | ||||||
| 14 | 500 BRODIE ST | LARAMIE | WY | 82520 | $85,000 | Yes (X) |
| RYAN OKAL | ||||||
| 15 | 505 E COLUMBIA STREET UNIT 220 | COLORADO SPRINGS | CO | 80907 | $60,000 | Yes (X) |
| JENNIFER & CARLO GABRIELLI | ||||||
| 16 | 21 E 12TH STREET APT 108 | NEW YORK | NY | 10003 | $54,000 | Yes (X) |
| WILLIAM W AND MARY H PHILIPS | ||||||
| 17 | 4951 E CREST DRIVE | MORGANTON | NC | 28655 | $34,000 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (17 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt |
|---|---|---|
| 1 | REAL ESTATE IN NEW MEXICO | $4,000,000 |
| 2 | REAL ESTATE IN CALIFORNIA | $1,845,000 |
| 3 | REAL ESTATE IN MINNESOTA | $930,000 |
| 4 | REAL ESTATE IN NORTH CAROLINA | $650,000 |
| 5 | REAL ESTATE IN CALIFORNIA | $535,000 |
| 6 | REAL ESTATE IN COLORADO | $520,000 |
| 7 | REAL ESTATE IN TEXAS | $426,000 |
| 8 | REAL ESTATE IN NEVADA | $375,000 |
| 9 | REAL ESTATE IN ALASKA | $275,000 |
| 10 | REAL ESTATE IN ARIZONA | $185,000 |
| 11 | REAL ESTATE IN CALIFORNIA | $165,000 |
| 12 | REAL ESTATE IN NEW YORK | $150,000 |
| 13 | REAL ESTATE IN NEW MEXICO | $129,000 |
| 14 | REAL ESTATE IN ARIZONA | $85,000 |
| 15 | REAL ESTATE IN WEST VIRGINIA | $60,000 |
| 16 | REAL ESTATE IN VIRGINIA | $54,000 |
| 17 | REAL ESTATE IN NORTH CAROLINA | $34,000 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,866 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,866 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $495 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $495 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES | $1,560 | $0 | $1,560 | $0 |
| IT EXPENSES | $2,249 | $0 | $150 | $2,099 |
| DUES | $105 | $0 | $0 | $105 |
| STATE REGISTRATION FEES | $931 | $0 | $0 | $931 |
| BANK CHARGES | $105 | $105 | $0 | $0 |
| PROPERTY INSURANCE | $565 | $0 | $565 | $0 |
| PENALTIES AND LATE FEES | $35 | $0 | $0 | $0 |
| ADMINISTRATIVE EXPENSES | $420 | $0 | $420 | $0 |
| GIFTS | $416 | $0 | $0 | $416 |
| MISCELLANEOUS EXPENSES | $361 | $0 | $0 | $0 |
| SELLING EXPENSES | $312,518 | $0 | $0 | $312,518 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| PINE SHORES INC | |||
| 4730 DUPONT AVENUE SOUTH | MINNEAPOLIS | MN | 55419 |
| GREGRICK A FREY | |||
| 2880 BICENTENNIAL PARKWAY SUITE 100 | HENDERSON | NV | 89044 |
| CALL LOVELAND LLC | |||
| 14094 LEXINGTON CIRCLE | WESTMINSTER | CO | 80023 |
| DR ROLF B AND TERI S WALLIN | |||
| 2716 ELMHURST DRIVE | FAYETTEVILLE | NC | 28304 |
| KEVIN MACLEAN | |||
| 15121 BECKY LANE | MONTE SERENO | CA | 95030 |
| KAREN JENNI AND MARK FITZGERALD | |||
| 4070 FIELD DRIVE | WHEATRIDGE | CO | 80023 |
| MICHAEL AND LINDA BEAVER | |||
| 178 PELICAN REEF DRIVE | ST AUGUSTINE | FL | 320805232 |
| BRAGG HEALTH FOUNDATION | |||
| 7127 HOLLISTER AVE SUITE 25A-174 | SANTA BARBARA | CA | 93117 |