TURNIP TOP FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TURNIP TOP FOUNDATION (EIN 20-1510559)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-04
- IRS object ID
- 202522169349100212
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-04T12:51:24-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202053697 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES R COLOMBO CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9730 | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | SAMANTHA BURKHART | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8586920354 | PhoneNum |
| Signature | 2025-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES R COLOMBO CPA | PreparerPersonNm |
| PTIN | P00711111 | PTIN |
| Phone | 5059839000 | PhoneNum |
| Preparation | 2025-08-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,341,110 | 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 | $514 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $514 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,279 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,279 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $72,462 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $522,018 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $72,462 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $94,255 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $94,255 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $339 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $339 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,516 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,222 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,222 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $160 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $176 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,413 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,721 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $160,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $160,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $186,663 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,721 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $160,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$92,408 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,534 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $108 | CashBOYAmt |
| Prepaid Expenses BOY | $449 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $449 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $449 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,611,661 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,519,361 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,340,661 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,612,218 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,519,810 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,341,110 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,612,218 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,519,810 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,612,218 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,519,810 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,612,218 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,519,810 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,612,218 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$92,408 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,519,810 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,519,810 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 25 ADOBE INC. | 2024-02-21 | $13,247 | $11,280 | $1,967 | $1,967 |
| 100 META PLATFORMS | 2024-02-07 | $46,785 | $22,448 | $24,337 | $24,337 |
| 530 PAYPAL | 2024-01-04 | $31,127 | $80,766 | -$49,639 | -$49,639 |
| 51 CHARTER COMMUNICATIONS | 2024-04-15 | $13,061 | $18,661 | -$5,600 | -$5,600 |
| 140 EPAM SYS INC. | 2024-05-28 | $24,709 | $36,421 | -$11,712 | -$11,712 |
| 22 ADOBE INC. | 2024-09-19 | $11,413 | $9,497 | $1,916 | $1,916 |
| 99 AMERICAN EXPRESS CO | 2024-07-31 | $23,808 | $11,925 | $11,883 | $11,883 |
| 339 BLACKSTONE INC. | 2024-11-15 | $48,715 | $19,774 | $28,941 | $28,941 |
| 3 BOOKING HOLDINGS INC. | 2024-07-31 | $11,164 | $7,097 | $4,067 | $4,067 |
| 192 BOOZ ALLEN HAMILTON HLDG CORP | 2024-11-15 | $28,431 | $14,863 | $13,568 | $13,568 |
| 130 CHARTER COMMUNICATIONS INC. | 2024-04-15 | $33,293 | $69,658 | -$36,365 | -$36,365 |
| 217 HEALTH EQUITY INC. | 2024-11-15 | $21,414 | $11,235 | $10,179 | $10,179 |
| 170 HOME DEPOT | 2024-07-31 | $61,735 | $49,058 | $12,677 | $12,677 |
| 41 OREILLY AUTOMOIVE INC. | 2024-04-03 | $46,635 | $18,466 | $28,169 | $28,169 |
| 34 S & P GLOBAL INC. | 2024-07-31 | $16,521 | $11,257 | $5,264 | $5,264 |
| 179 SHERWIN-WILLIAMS CO. | 2024-07-31 | $61,565 | $42,905 | $18,660 | $18,660 |
| 93 WABTEC.COM | 2024-07-31 | $15,047 | $7,290 | $7,757 | $7,757 |
| 75 WASTE CONNECTIONS INC. | 2024-07-31 | $13,348 | $6,955 | $6,393 | $6,393 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $72,462 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $994 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $994 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $994 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $457 | 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 | $457 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $540 | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SAMANTHA BURKHARD | IndividualWithBooksNm |
| Phone | 8586920354 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1716 PUTNEY RD | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91103 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| ROBIN MAGOWAN | ||||||||
| 30 ALLEY RANCH TRAIL | SANTA FE | NM | 87505 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SAMANTHA BURKHART | ||||||||
| 30 ALLEY RANCH TRAIL | SANTA FE | NM | 87505 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| FELIX MAGOWAN | ||||||||
| 30 ALLEY RANCH TRAIL | SANTA FE | NM | 87505 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| COLIN MAGOWAN | ||||||||
| 30 ALLEY RANCH TRAIL | SANTA FE | NM | 87505 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JAMES MAGOWAN | ||||||||
| 30 ALLEY RANCH TRAIL | SANTA FE | NM | 87505 | DIRECTOR | 2.00 | $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 |
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 | $2,219,325 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,365 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,234,690 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,234,690 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,520 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,201,170 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,059 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,059 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $994 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $994 | TotalTaxAmt |
| Distributable Before Adj | $109,065 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $109,065 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $109,065 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $160,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $160,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $109,065 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $22,013 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,082 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,238 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $61,361 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $90,604 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $205,298 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $160,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $109,065 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $51,185 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $256,483 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $22,013 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $234,470 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,082 | ExcessFromYear4Amt |
| Excess From Year3 | $15,238 | ExcessFromYear3Amt |
| Excess From Year2 | $61,361 | ExcessFromYear2Amt |
| Excess From Year1 | $90,604 | ExcessFromYear1Amt |
| Excess From Current Year | $51,185 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BISHOP ROTARY FOUNDATION | |||||||
| 119 MCLVER ST SUITE G | BISHOP | CA | 93514 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $19,000 |
| CCA SANTA FE | |||||||
| 1050 OLD PECOS TRAIL | SANTA FE | NM | 87505 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $500 |
| CREO FAMILY OFFICE SYNDICATE | |||||||
| 156 5TH AVE SUITE 804 | NEW YORK | NY | 10010 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $20,000 |
| EASTERN SIERRA ARTISTS | |||||||
| 210 WARREN ST | BISHOP | CA | 93514 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $19,750 |
| HONDO FIRE DEPT | |||||||
| 21 SETON VILLAGE RD | SANTA FE | NM | 87508 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $1,000 |
| IMPACT ASSETS (4) | |||||||
| 4340 EAST WEST HWY STE 210 | BETHESDA | MD | 20814 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $4,500 |
| INTL MTN BICYCLING ASSOC (2) | |||||||
| PO BOX 7578 | BOULDER | CO | 80306 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $1,000 |
| KSFR (3) | |||||||
| PO BOX 31366 | SANTA FE | NM | 87594 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $1,000 |
| LA FAMILIA MEDICAL CENTER (3) | |||||||
| 1035 ALTO STREET | SANTA FE | NM | 87501 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $1,000 |
| LENSFEST | |||||||
| 615 WEST 129TH STREET | NEW YORK | NY | 10027 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $1,000 |
| MAYFIELD JUNIOR SCHOOL | |||||||
| 405 S EUCLID AVE | PASADENA | CA | 91101 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $5,000 |
| MERRILL HOUSE | |||||||
| 107 WATER ST | STONINGTON | IL | 06378 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $5,000 |
| MUNICIPAL ART SOCIETY | |||||||
| 115 BROADWAY SUITE 1705 | NEW YORK | NY | 10006 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $1,500 |
| NARGS | |||||||
| PO BOX 18604 | RALEIGH | NC | 276198604 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $3,000 |
| PALESTINE CHILDEN'S RELIEF FUND | |||||||
| 26050 ACERO SUITE 415 | MISSION VIEJO | CA | 92691 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $5,500 |
| PEOPLE FOR BIKES | |||||||
| PO BOX 2359 | BOULDER | CO | 80306 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $10,000 |
| RED HEN PRESS | |||||||
| PO BOX 40820 | PASADENA | CA | 91114 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $6,000 |
| REED COLLEGE | |||||||
| 3203 SE WOODSTOCK BLVD | PORTLAND | OR | 972028199 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $6,000 |
| SANTA FE BOTANICAL | |||||||
| PO BOX 23343 | SANTA FE | NM | 875023343 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $3,000 |
| SANTA FE FAT TIRE SOC | |||||||
| PO BOX 5511 | SANTA FE | NM | 875025511 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $1,000 |
| SCES (2) | |||||||
| 315 E MAIN STREET | SEVIERVILLE | TN | 37862 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $21,500 |
| SOUTHWEST NORDIC SKI CLUB | |||||||
| PO BOX 1556 | LOS ALAMOS | NM | 87544 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $3,000 |
| THINK NM | |||||||
| 1227 PASEO DE PERALTA | SANTA FE | NM | 87501 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $2,000 |
| TRUCKEE WATERSHED | |||||||
| 10418 DONNER PASS ROAD | TRUCKEE | CA | 96161 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $2,000 |
| UC SANTA CRUZ FDN | |||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $11,000 |
| USA CYCLING DEVELO | |||||||
| 210 USA CYCLING PT | COLORADO SPRINGS | CO | 80919 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $5,000 |
| THE LENSIC | |||||||
| 211 W SAN FRANCISCO ST | SANTA FE | NM | 87501 | NONE | PUBLIC | SUPPORT - 501C3 ORGANIZATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $160,250 | 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 | $514 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,279 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $72,462 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,793 | ExclusionAmt |
| Related Or Exempt Function Incm | $72,462 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $94,255 | 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 | 8 | LineNumberTxt |
| Relationship Statement | INVESTMENT GAIN LOSS ACTIVITY | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,516 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,519,361 | EOYBookValueAmt |
| EOYFMV | $2,340,661 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $339 | LegalFeesAmt |
| Net Investment Income | $339 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTAGE MAILING SERVICE | Desc |
| Revenue And Expenses Per Books | $176 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $22,222 | Amt |
| Net Investment Income | $22,222 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $160 | Amt |
| Net Investment Income | $160 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |