TURNIP TOP FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TURNIP TOP FOUNDATION (EIN 20-1510559)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349104156
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T09:50:35-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464393335 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Koehler & Associates CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1541 The Alameda | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201510559 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Turnip Top Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TURN | BusinessNameControlTxt |
| Phone | 5059838599 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Alley Ranch Trail | AddressLine1Txt |
| City | Santa Fe | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Felix Magowan | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Felix | PersonFirstNm |
| Person Last | Magowan | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David R Koehler CPA | PreparerPersonNm |
| PTIN | P00027310 | PTIN |
| Phone | 4082867400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $2,387,396 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $24 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $22,372 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,372 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $22,372 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $777,015 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,003,118 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $777,015 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $799,411 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $799,411 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $22,396 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $11,965 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $11,965 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $695 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $695 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $83 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $83 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,743 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $12,660 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $83 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $112,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $112,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,243 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $12,660 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $112,583 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $674,168 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $799,411 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,736 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $68,580 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,324 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,324 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,135,398 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,830,822 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,340,072 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,203,978 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,878,146 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,387,396 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,203,978 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,203,978 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,878,146 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,203,978 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,878,146 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,203,978 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $674,168 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,878,146 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,878,146 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 800 AMERICAN WTR WKS CO INC | P | 2019-11-08 | 2020-01-14 | $98,930 | $92,880 | $6,050 | $6,050 |
| 1800 AMERICAN WTR WKS CO INC | P | 2019-01-01 | 2020-01-14 | $222,592 | $75,210 | $147,382 | $147,382 |
| 2000 NEWMONT CORPORATION COMMON STOCK | P | 2020-01-16 | 2020-03-17 | $89,177 | $87,800 | $1,377 | $1,377 |
| 0.360 RAYTHEON TECHNOLOGIES CORPORATION COMMON | P | 2016-03-22 | 2020-04-08 | $22 | $19 | $3 | $3 |
| 3000 DISCOVERY INC | P | 2019-12-19 | 2020-06-16 | $65,329 | $98,790 | -$33,461 | -$33,461 |
| 200 INTUIT INC | P | 2019-11-08 | 2020-07-31 | $66,014 | $46,939 | $19,075 | $19,075 |
| 2000 DENTSPLY SIRONA INC | P | 2020-01-06 | 2020-08-14 | $91,478 | $119,903 | -$28,425 | -$28,425 |
| 1200 ABBOTT LABORATORIES | P | 2016-12-06 | 2020-06-16 | $106,563 | $46,322 | $60,241 | $60,241 |
| 600 ADOBE SYSTEMS | P | 2016-03-22 | 2020-06-16 | $241,775 | $55,791 | $185,984 | $185,984 |
| 3000 AIR LEASE CORPN | P | 2019-04-11 | 2020-06-16 | $95,742 | $110,706 | -$14,964 | -$14,964 |
| 400 EVERCORE PARTNERS INC | P | 2017-06-23 | 2020-06-16 | $23,359 | $28,706 | -$5,347 | -$5,347 |
| 1000 EVERCORE PARTNERS INC | P | 2017-02-16 | 2020-06-16 | $58,399 | $80,559 | -$22,160 | -$22,160 |
| 300 MERCK & CO INC | P | 2018-04-12 | 2020-06-18 | $22,751 | $17,109 | $5,642 | $5,642 |
| 400 WALT DISNEY CO | P | 2010-12-14 | 2020-07-31 | $46,287 | $14,977 | $31,310 | $31,310 |
| 500 AMERICAN TOWER CORPORATION | P | 2011-01-07 | 2020-06-16 | $153,687 | $30,494 | $123,193 | $123,193 |
| 1200 MERCK & CO INC | P | 2018-04-12 | 2020-09-09 | $101,561 | $68,437 | $33,124 | $33,124 |
| 400 HONEYWELLINTLINC | P | 2009-12-17 | 2020-09-17 | $67,552 | $15,310 | $52,242 | $52,242 |
| 200 HONEYWELLINTLINC | P | 2009-12-17 | 2020-09-17 | $33,775 | $7,655 | $26,120 | $26,120 |
| 830 RAYTHEON CO | P | 2016-03-22 | 2020-09-17 | $50,962 | $44,182 | $6,780 | $6,780 |
| 400 HONEYWELLINTLINC | P | 2009-12-17 | 2020-10-15 | $68,431 | $15,310 | $53,121 | $53,121 |
| 804 RAYTHEON CO | P | 2016-03-22 | 2020-10-15 | $47,504 | $42,798 | $4,706 | $4,706 |
| 800 ABBOTT LABORATORIES | P | 2016-12-06 | 2020-12-15 | $85,758 | $30,881 | $54,877 | $54,877 |
| 280 WALT DISNEY CO | P | 2010-12-14 | 2020-12-15 | $47,145 | $10,484 | $36,661 | $36,661 |
| 50 WALT DISNEY CO | P | 2010-12-14 | 2020-12-31 | $9,074 | $1,872 | $7,202 | $7,202 |
| 100 INTUIT INC | P | 2019-11-08 | 2020-07-31 | $30,481 | $25,584 | $4,897 | $4,897 |
| 100 INTUIT INC | P | 2019-11-08 | 2020-07-31 | $30,481 | $25,584 | $4,897 | $4,897 |
| 620 DR HORTON INC | P | 2019-11-18 | 2020-10-15 | $48,289 | $31,801 | $16,488 | $16,488 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $777,015 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$9,102 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,112 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,112 | SubtotalAmt |
| Tax Based On Investment Income | $11,112 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $8,624 | TaxDueAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Felix Magowan | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5059838599 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Alley Ranch Trail | AddressLine1Txt |
| City | Santa Fe | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | 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 |
| 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 |
|---|---|---|---|---|---|---|
| Robin Magowan | ||||||
| 30 Alley Ranch Trail | Santa Fe | NM | 87505 | Director | 2.00 | $0 |
| Juliet Mattila | ||||||
| 30 Alley Ranch Trail | Santa Fe | NM | 87505 | Director | 2.00 | $0 |
| Felix Magowan | ||||||
| 30 Alley Ranch Trail | Santa Fe | NM | 87505 | Treasurer | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $11,112 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,112 | TotalTaxAmt |
| Distributable Before Adj | $11,112 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,112 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $112,583 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $112,583 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $112,583 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $22,764 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $40,816 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,544 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,003 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,013 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $126,140 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $112,583 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $112,583 | RemainingDistriFromCorpusAmt |
| Total Corpus | $238,723 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $22,764 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $215,959 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $40,816 | ExcessFromYear4Amt |
| Excess From Year3 | $8,544 | ExcessFromYear3Amt |
| Excess From Year2 | $32,003 | ExcessFromYear2Amt |
| Excess From Year1 | $22,013 | ExcessFromYear1Amt |
| Excess From Current Year | $112,583 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Bishop Rotary Foundation | |||||||
| 2206 N Sierra Highway | Bishop | CA | 93514 | None | Public | Support 501c3 organization | $7,000 |
| Cloud Forest Institute | |||||||
| PO Box 1435 | Ukiah | CA | 95482 | None | Public | Support 501c3 organization | $8,000 |
| Reed Collge | |||||||
| 3203 SE Woodstock Blvd | Portland | OR | 97202 | None | Public | Support 501c3 organization | $3,000 |
| Creo Family Office Syndicate | |||||||
| 156 5TH Ave STE 804 | New York | NY | 10010 | None | Public | Support 501c3 organization | $12,500 |
| Hondo Volunteer Fire Department | |||||||
| 21 Seton Village Rd | Santa Fe | NM | 87508 | None | Public | Support 501c3 organization | $500 |
| Reconvery Cafe Longmont | |||||||
| 402 Kimbark St | Longmont | CO | 80501 | None | Public | Support 501c3 organization | $1,000 |
| Eastern Sierra Land Trust | |||||||
| 250 N Fowler St | Bishop | CA | 93515 | None | Public | Support 501c3 organization | $5,000 |
| KSFR | |||||||
| PO Box 31366 | Santa Fe | NM | 87594 | None | Public | Support 501c3 organization | $1,000 |
| Red Hen Press | |||||||
| 1540 Lincoln Ave | Pasadena | CA | 91103 | None | Public | Support 501c3 organization | $5,000 |
| SCES | |||||||
| 18605 Erwin St | Tarzana | CA | 91335 | None | Public | Support 501c3 organization | $5,000 |
| High Country News | |||||||
| 119 Grand Ave | Paonia | CO | 81428 | None | Public | Support 501c3 organization | $5,000 |
| Truckee River Watershed Council | |||||||
| 10418 Donner Pass Rd | Truckee | CA | 96161 | None | Public | Support 501c3 organization | $1,000 |
| People for Bikes | |||||||
| PO Box 2359 | Boulder | CO | 80306 | None | Public | Support 501c3 organization | $3,500 |
| Impact Assets | |||||||
| 7315 Wisconsin Avenue Suite 1000W | Bethesda | MD | 20814 | None | Public | Support 501c3 organization | $7,500 |
| School for Advanced research | |||||||
| 660 Garcia St | Santa Fe | NM | 87505 | None | public | Support 501c3 organization | $2,500 |
| University of Iowa Foundation | |||||||
| 1 W Park Rd | Iowa City | IA | 52242 | None | public | Support 501c3 organization | $10,000 |
| Crescendo Inc | |||||||
| PO Box 245 | Lakeville | CT | 06039 | None | PC | Support 501c3 organization | $1,000 |
| USA Cycling Development Foundation | |||||||
| 210 USA Cycling Point Suite 100 | Colorado Springs | CO | 80919 | None | PC | Support 501c3 organization | $5,000 |
| Santa Fe Botananical Garden | |||||||
| 715 Camino Lejo | Santa Fe | NM | 87505 | None | PC | Support 501c3 organization | $5,000 |
| In the Family Way | |||||||
| PO Box 9055 | Santa Fe | NM | 87504 | None | PC | Support 501c3 organization | $1,500 |
| Radius Books | |||||||
| 227 E Palace Ave Suite W | Santa Fe | NM | 87501 | None | PC | Support 501c3 organization | $1,000 |
| Santa Cruz Gardens Community Assn | |||||||
| 213 Serrell Ave | Santa Cruz | CA | 95065 | None | PC | Support 501c3 organization | $1,000 |
| Partnerships for change | |||||||
| 1016 Lincoln Blvd | San Francisco | CA | 94129 | None | PC | Support 501c3 organization | $6,000 |
| The Food Depot | |||||||
| 1222 Siler Rd A | Santa Fe | NM | 87507 | None | PC | Support 501c3 organization | $4,000 |
| USEA | |||||||
| 525 Old Waterford Rd | Leesburg | VA | 20176 | None | PC | Support 501c3 organization | $1,500 |
| Volunteer Center of Santa Cruz Coun | |||||||
| 1740 17th Ave | Santa Cruz | CA | 95062 | None | PC | Support 501c3 organization | $1,000 |
| Merrill House | |||||||
| 407 Camino Sobrante | Orinda | CA | 94563 | None | PC | Support 501c3 organization | $3,000 |
| MACA | |||||||
| 1000 Oak Street | Oakland | CA | 94607 | None | EOF | Support 501c3 organization | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $112,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,372 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $777,015 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,396 | ExclusionAmt |
| Related Or Exempt Function Incm | $777,015 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $799,411 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Exhibit A Attached | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,830,822 | BookValueAmt |
| EOYFMV | $2,340,072 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank fee | Desc |
| Revenue And Expenses Per Books | $83 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $83 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $11,965 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,965 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Excise Tax | $613 | $613 |
| Foreign tax | $82 | $82 |