THE BINGAMAN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE BINGAMAN FOUNDATION (EIN 81-4529965)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-02
- IRS object ID
- 202143069349101184
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-02T16:11:05-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814529965 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Bingaman Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BING | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | john f bingaman | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | john f | PersonFirstNm |
| Person Last | bingaman | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| 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 | 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 | $2,924,445 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,052 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,052 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $96,754 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,754 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$231,628 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $893,780 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,423 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16,423 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$117,399 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,229 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,265 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $19,653 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $983 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,670 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,918 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $983 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,670 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $131,280 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $131,280 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $152,198 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $983 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $149,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$269,597 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,246 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $442,702 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $334,897 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $334,897 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,030,785 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,701,857 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,897,440 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $524,943 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $692,079 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $692,108 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,998,430 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,728,833 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,924,445 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,998,430 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,728,833 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,998,430 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,728,833 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,998,430 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,728,833 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,998,430 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$269,597 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,728,833 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,728,833 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $893,780 | $1,129,205 | -$235,425 | -$235,425 |
| Passthrough K1 Capital Gain/(Loss) | $3,797 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$231,628 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,574 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,574 | SubtotalAmt |
| Tax Based On Investment Income | $1,574 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,817 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,817 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,243 | OverpaymentAmt |
| Applied To ES Tax | $1,243 | 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 | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John F Bingaman | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Dir, Pres, Sec, Treas | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,986,859 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $526,874 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $339,582 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,853,315 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,853,315 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,800 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,810,515 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $140,526 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $140,526 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,574 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,574 | TotalTaxAmt |
| Distributable Before Adj | $138,952 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $138,952 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $138,952 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $149,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $149,950 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $149,950 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $138,952 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $145,948 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $149,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $145,948 | AppliedToYear1Amt |
| Applied To Current Year | $4,002 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $134,950 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | John F Bingaman | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASPEN SANTA FE BALLET | |||||||
| 245 SAGE WAY | ASPEN | CO | 81611 | N/A | PC | General & Unrestricted | $1,000 |
| AUTISM SPEAKS INC | |||||||
| 1 EAST 33RD ST 4TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $1,500 |
| BREAKING GROUND HOUSING DEVELOPMENT FUND CORPORATI | |||||||
| 505 8TH AVENUE 5TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $5,000 |
| EL RANCHO DE LAS GOLONDRINAS INC | |||||||
| 334 LOS PINOS RD | SANTA FE | NM | 87507 | N/A | PC | General & Unrestricted | $5,000 |
| FOOD DEPOT | |||||||
| 1222A SILER RD | SANTA FE | NM | 87507 | N/A | PC | General & Unrestricted | $1,000 |
| GIRLS INCORPORATED OF SANTA FE INC | |||||||
| 301 HILLSIDE AVE | SANTA FE | NM | 87501 | N/A | PC | General & Unrestricted | $1,380 |
| GROWING UP NEW MEXICO INC | |||||||
| 440 CERRILLOS RD STE A | SANTA FE | NM | 87501 | N/A | PC | General & Unrestricted | $5,000 |
| LEGAL OUTREACH INC | |||||||
| 3614 35TH ST | ASTORIA | NY | 11106 | N/A | PC | General & Unrestricted | $10,000 |
| LENSIC PERFORMING ARTS CENTER CORPORATION | |||||||
| 211 W SAN FRANCISCO ST | SANTA FE | NM | 87501 | N/A | PC | General & Unrestricted | $25,000 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $10,000 |
| NATIONAL DANCE INSTITUTE NEW MEXICO INC | |||||||
| 1140 ALTO ST | SANTA FE | NM | 87501 | N/A | PC | General & Unrestricted | $10,000 |
| READING QUEST | |||||||
| 991 CAMINO CONSUELO | SANTA FE | NM | 87507 | N/A | PC | 2021 reading is magic summer camp fund | $10,000 |
| RIO GRANDE SCHOOL | |||||||
| 715 CAMINO CABRA | SANTA FE | NM | 87505 | N/A | PC | One Ask Project | $5,000 |
| SANTA FE CHILDRENS MUSEUM INC | |||||||
| 1050 OLD PECOS TRL | SANTA FE | NM | 87505 | N/A | PC | General & Unrestricted | $5,000 |
| SANTA FE COMMUNITY FOUNDATION | |||||||
| PO BOX 1827 | SANTA FE | NM | 87504 | N/A | PC | Santa Fe Hestia Fund | $5,400 |
| THINK NEW MEXICO | |||||||
| 1227 PASEO DE PERALTA | SANTA FE | NM | 87501 | N/A | PC | General & Unrestricted | $5,000 |
| WESTERN NEW MEXICO UNIVERSITY FOUNDATION | |||||||
| PO BOX 1158 | SILVER CITY | NM | 88062 | N/A | PC | WNMU Museum | $5,000 |
| WESTERN NEW MEXICO UNIVERSITY FOUNDATION | |||||||
| PO BOX 1158 | SILVER CITY | NM | 88062 | N/A | PC | Jesse & Beth Bingaman Scholarship fund for Science for 2021-2022 school year | $21,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $131,280 | 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 | $1,052 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96,754 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$231,628 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,423 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$117,399 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$117,399 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARES CAPITAL CORPORATION - CLO | $96,106 | $118,230 |
| AT&T, INC | $113,601 | $115,040 |
| CENTURY LINK INC D/B/A LUMEN T | $93,334 | $87,750 |
| COMMUNICAT SVS SLCT SEC SPDR E | $145,865 | $202,440 |
| DB X TRACKERS MSCI EAFE HEDGED | $149,730 | $157,967 |
| INVESCO SENIOR LOAN ETF | $150,090 | $144,820 |
| ISHARES S&P U.S. PREFERRED STO | $108,691 | $115,530 |
| MAIN STREET CAPITAL CORP | $105,261 | $112,910 |
| VANGUARD DIVIDEND APPRECIATION | $205,106 | $282,340 |
| VANGUARD FTSE DEVELOPED MARKET | $135,658 | $141,630 |
| VANGUARD GOVT BOND ETF INTERME | $153,048 | $166,608 |
| VANGUARD SHORT TERM CORPORATE | $150,655 | $158,175 |
| VERIZON COMMUNICATIONS | $94,712 | $94,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BROCKHURST CAPITAL PARTNERS LL | $300,000 | $300,000 |
| CK CANADA HOLDINGS LLC | $67,108 | $67,108 |
| LANDMARK DIVIDEND GROWTH FUND | $324,971 | $325,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $18,645 | $18,645 | |
| K-1 Exp LANDMARK DIVIDEND GROW | $534 | $534 | |
| K-1 Exp LANDMARK INFRASTRUCTUR | $299 | $299 | |
| State or Local Filing Fees | $25 | $25 | |
| BANK CHARGES | $150 | $150 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss LANDMARK DIVIDEND GROWTH FUND - K LLC | $11,606 | $11,606 |
| K-1 Inc/Loss LANDMARK INFRASTRUCTURE PARTNERS LP | $4,817 | $4,817 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2020 | $1,200 |
| 990-PF Extension for 2019 | $65 |