FREEDOM REIGN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FREEDOM REIGN FOUNDATION (EIN 46-2720183)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-03
- IRS object ID
- 202013089349100141
- Schema version
- 2019v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-03T10:18:28-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462720183 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREEDOM REIGN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FREE | BusinessNameControlTxt |
| Phone | 4088881871 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO FRANKRIMERMAN 1801 PAGE MILL R | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICIA GOETZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4088881871 | PhoneNum |
| Signature | 2020-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT N HOFFMAN | PreparerPersonNm |
| PTIN | P01062419 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2020-10-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.35.164.230 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-30 | IPDt |
| IP Tm | 11:28:14 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 96BD04DD84A68DEC77757C134E484247D1D6E17F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AEF93ACFE1B8462470D0A81917772F02B7A7E152 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,432,237 | 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 | $129,941 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,022 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,022 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,953 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,953 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,657 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,279 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,657 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $794,747 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $794,747 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $997,320 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $867,379 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $128,014 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $128,014 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $145,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $110,659 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $242,340 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $242,340 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $642,813 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $370,354 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $742,813 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $470,354 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $254,507 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $867,379 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $167,085 | CashBOYAmt |
| Cash EOY | $538,073 | CashEOYAmt |
| Cash EOYFMV | $538,073 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2 | SavAndTempCashInvstBOYAmt |
| Other Investments BOY | $14,062,224 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,986,326 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,986,326 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,387,461 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $502,589 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $995,531 | LandBOYAmt |
| Land EOY | $884,872 | LandEOYAmt |
| Land EOYFMV | $884,872 | LandEOYFMVAmt |
| Other Assets BOY | $4,866,627 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,022,966 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,022,966 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $20,091,469 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,432,237 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,432,237 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $20,091,469 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,432,237 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,091,469 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,432,237 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,091,469 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,432,237 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,091,469 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $254,507 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,086,261 | OtherIncreasesAmt |
| Subtotal | $22,432,237 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,432,237 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| FROM PASSTHROUGH: SCHF USTE | P | $2,622 | -$2,622 | -$2,622 | |
| FROM PASSTHROUGH: SCHF USTE | P | $44,279 | $44,279 | $44,279 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,657 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $395,728 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,458,315 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.029404 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $339,079 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,741,023 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.071520 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $411,264 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,195,038 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.098036 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $510,634 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,582,822 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.111423 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $338,036 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,550,088 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060906 | DistributionYr5Rt |
| Total Distribution | 0.371289 | TotalDistributionRt |
| Average Distribution | 0.074258 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,741,291 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,391,691 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,674 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,400,365 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $470,354 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,348 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,348 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,348 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,463 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $36,463 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19,115 | OverpaymentAmt |
| Applied To ES Tax | $19,115 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | FREEDOMREIGNSEQUINESANCTUARY.COM | WebsiteAddressTxt |
| Individual With Books | FRANK RIMERMAN CO LLP | IndividualWithBooksNm |
| Phone | 6508458100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICIA GOETZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FRANKRIMERMANCO1801 PAGE MILL | AddressLine1Txt |
| Address Line2 | RD | AddressLine2Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT, SECRETARY, CFO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | EQUINE SANCTUARY - PROVIDE HABITAT, CARE, AND FEED FOR HORSES DESTINED FOR SLAUGHTER | Description1Txt |
| Expenses1 | $370,294 | 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 | $17,992,505 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,034,186 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,026,691 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,026,691 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $285,400 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,741,291 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $937,065 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $937,065 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,348 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,348 | TotalTaxAmt |
| Distributable Before Adj | $919,717 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $919,717 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $919,717 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $470,354 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $470,354 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $470,354 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $919,717 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $214,318 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $201,704 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $301,497 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $717,519 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $470,354 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $470,354 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $449,363 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $449,363 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $268,156 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $268,156 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $268,156 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALICIA GOETZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN WILD HORSE CAMPAIGN | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 1733 | AddressLine1Txt |
| City | DAVIS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95617 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO SUPPORT PRESERVATION AND PROTECTION FOR WILD HORSES | GrantOrContributionPurposeTxt |
| Amt | $100,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | 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 | $16,022 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,953 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $794,747 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $41,657 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $867,379 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $867,379 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ALICIA GOETZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FRANK RIMERMAN CO 1801 PAGE MIL | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $129,941 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| CHUTE | 2015-01-01 | $30,060 | $16,640 | SL | 7.000000000000 | $4,294 | $0 |
| FENCE | 2014-10-01 | $80,192 | $22,052 | SL | 15.000000000000 | $5,346 | $0 |
| DODGE TRUCK | 2014-10-31 | $22,604 | $18,649 | SL | 5.000000000000 | $3,955 | $0 |
| SKID STEER | 2014-11-21 | $41,165 | $33,961 | SL | 5.000000000000 | $7,204 | $0 |
| BACK HOE | 2015-09-23 | $53,619 | $33,512 | SL | 5.000000000000 | $10,724 | $0 |
| MOTOR GRADER | 2015-09-23 | $52,617 | $32,884 | SL | 5.000000000000 | $10,523 | $0 |
| FENCE | 2015-03-01 | $144,382 | $37,297 | SL | 15.000000000000 | $9,625 | $0 |
| FENCE | 2015-05-01 | $59,141 | $14,293 | SL | 15.000000000000 | $3,943 | $0 |
| FENCE | 2015-08-01 | $68,693 | $15,457 | SL | 15.000000000000 | $4,580 | $0 |
| FENCE | 2015-11-01 | $132,626 | $27,631 | SL | 15.000000000000 | $8,842 | $0 |
| WATER TROUGHS & CONCRETE | 2015-08-15 | $185,332 | $43,243 | SL | 15.000000000000 | $12,355 | $0 |
| CORRALS | 2015-08-15 | $71,804 | $16,754 | SL | 15.000000000000 | $4,787 | $0 |
| ROADS | 2015-08-15 | $178,186 | $41,577 | SL | 15.000000000000 | $11,879 | $0 |
| WELLS/TANKS/PUMPS | 2015-08-15 | $61,105 | $14,259 | SL | 15.000000000000 | $4,074 | $0 |
| BARN | 2015-08-15 | $97,097 | $8,404 | SL | 39.000000000000 | $2,490 | $0 |
| BARN | 2016-03-08 | $29,678 | $2,124 | SL | 39.000000000000 | $761 | $0 |
| FENCE | 2016-03-01 | $49,492 | $8,248 | SL | 15.000000000000 | $3,299 | $0 |
| ROADS | 2016-03-25 | $420 | $70 | SL | 15.000000000000 | $28 | $0 |
| ROADS | 2016-07-15 | $11,948 | $1,992 | SL | 15.000000000000 | $797 | $0 |
| ROADS | 2016-10-15 | $17,300 | $2,883 | SL | 15.000000000000 | $1,153 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SCHF USTE, LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $19,986,326 | BookValueAmt |
| EOYFMV | $19,986,326 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| CHUTE | $30,060 | $20,934 | $9,126 |
| FENCE | $80,192 | $27,398 | $52,794 |
| DODGE TRUCK | $22,604 | $22,604 | $0 |
| SKID STEER | $41,165 | $41,165 | $0 |
| BACK HOE | $53,619 | $44,236 | $9,383 |
| MOTOR GRADER | $52,617 | $43,407 | $9,210 |
| FENCE | $144,382 | $46,922 | $97,460 |
| FENCE | $59,141 | $18,236 | $40,905 |
| FENCE | $68,693 | $20,037 | $48,656 |
| FENCE | $132,626 | $36,473 | $96,153 |
| WATER TROUGHS & CONCRETE | $185,332 | $55,598 | $129,734 |
| CORRALS | $71,804 | $21,541 | $50,263 |
| ROADS | $178,186 | $53,456 | $124,730 |
| WELLS/TANKS/PUMPS | $61,105 | $18,333 | $42,772 |
| BARN | $97,097 | $10,894 | $86,203 |
| BARN | $29,678 | $2,885 | $26,793 |
| FENCE | $49,492 | $11,547 | $37,945 |
| ROADS | $420 | $98 | $322 |
| ROADS | $11,948 | $2,789 | $9,159 |
| ROADS | $17,300 | $4,036 | $13,264 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROCEEDS RECEIVABLE | $4,171,033 | $0 | $0 |
| DISTRIBUTION RECEIVABLE | $695,594 | $1,022,966 | $1,022,966 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| VETERINARIAN | $34,104 | $0 | $34,104 |
| FEED | $115,640 | $0 | $115,640 |
| MISCELLANEOUS HORSE EXPENSES | $132 | $0 | $132 |
| HAY FARMING | $7,500 | $0 | $7,500 |
| UTILITIES | $2,175 | $0 | $2,175 |
| GARBAGE | $9,244 | $0 | $9,244 |
| GAS/PROPANE | $24,742 | $0 | $24,742 |
| MISCELLANEOUS RANCH EXPENSES | $2,372 | $0 | $2,372 |
| RANCH IMPROVEMENTS AND MAINTENANCE | $8,018 | $0 | $8,018 |
| TOOLS/SUPPLIES | $16,351 | $0 | $16,351 |
| VEHICLE REPAIRS AND MAINTENANCE | $15,467 | $0 | $15,467 |
| FENCE SUPPLIES/GATES | $1,420 | $0 | $1,420 |
| ROAD MATERIALS AND REPAIR | $5,115 | $0 | $5,115 |
| FILING FEES | $10 | $0 | $10 |
| WIRE FEES | $50 | $0 | $50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PASSTHROUGH: SCHF USTE, LP | Desc |
| Revenue And Expenses Per Books | $794,747 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $794,747 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $794,747 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM K-1: SCHF USTE, L.P. - UNREALIZED APPRECIATION AND TIMING DIFFERENCES | Desc |
| Amt | $2,086,261 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES AND ALICIA GOETZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FRANK RIMERMAN COLLP 1801 PAGE | AddressLine1Txt |
| Address Line2 | MILL ROAD SUITE 100 | AddressLine2Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $135,000 | $0 | $0 |
| STATE INCOME TAX | $10,000 | $0 | $0 |