TOMKAT RANCH EDUCATIONAL FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TOMKAT RANCH EDUCATIONAL FOUNDATION (EIN 26-2782200)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201933189349103688
- Schema version
- 2018v3.1
- 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
- General Explanation Attachment
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T17:52:03-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MISSION STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262782200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOMKAT RANCH EDUCATIONAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOMK | BusinessNameControlTxt |
| Phone | 6508790779 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 726 | AddressLine1Txt |
| City | PESCADERO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN A TAYLOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6508790779 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOAN S MCMAHON | PreparerPersonNm |
| PTIN | P00966494 | PTIN |
| Phone | 4157834000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.219.0.140 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 16:03:38 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F091583E09F0BF9C02193FE3A8E21C05BD8C991D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,651,610 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,440,852 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,519 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,519 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $157,374 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $45,846 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $111,528 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $111,528 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $100 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $100 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,557,999 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,619 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $111,528 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $635,508 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $102,229 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $533,279 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $174,875 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $174,875 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,067 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,067 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $233,451 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $227,451 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $112,300 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $112,300 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $9,299 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $9,299 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $89,514 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $89,514 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $279,412 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $547 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $148,172 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,541,426 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,547 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $111,528 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,292,658 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,580,335 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,303,992 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,121,761 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,547 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $111,528 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,596,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $436,238 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $877,212 | CashBOYAmt |
| Cash EOY | $350,342 | CashEOYAmt |
| Cash EOYFMV | $350,342 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,034,394 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,281,208 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,281,208 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $4,779 | AcctRcvblBOYAmt |
| Inventories BOY | $72,418 | InventoriesBOYAmt |
| Inventories EOY | $9,021 | InventoriesEOYAmt |
| Inventories EOYFMV | $9,021 | InventoriesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $153,071 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $142,032 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $882,191 | LandBOYAmt |
| Land EOY | $11,039 | LandEOYAmt |
| Land EOYFMV | $11,039 | LandEOYFMVAmt |
| Other Assets BOY | $23,885 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,894,879 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,651,610 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,651,610 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $149,177 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $130,692 | AccountsPayableEOYAmt |
| Grants Payable EOY | $276,343 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $149,177 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $407,035 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,745,702 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,244,575 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,745,702 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,244,575 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,894,879 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,651,610 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,745,702 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $436,238 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,181,940 | SubtotalAmt |
| Other Decreases | $937,365 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,244,575 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | WWW.TOMKATRANCH.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6508790779 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 726 | AddressLine1Txt |
| City | PESCADERO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94060 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| KATHRYN A TAYLOR | ||||||||
| PO BOX 726 | PESCADERO | CA | 94060 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| RACHEL MEYER | ||||||||
| PO BOX 726 | PESCADERO | CA | 94060 | SECRETARY/TREASURER | 8.00 | $0 | $0 | $0 |
| ELLIE COHEN | ||||||||
| PO BOX 726 | PESCADERO | CA | 94060 | BOARD MEMBER | 8.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| WENDY M TRICE | ||||||||
| PO BOX 726 | PESCADERO | CA | 94060 | RANCH DIRECTOR | 40.00 | $132,190 | $31,106 | $0 |
| KATHLEEN E WEBSTER | ||||||||
| PO BOX 726 | PESCADERO | CA | 94060 | EDUCATION OUTREACH | 40.00 | $99,325 | $28,639 | $0 |
| KEVIN A WATT | ||||||||
| PO BOX 726 | PESCADERO | CA | 94060 | STRATEGIC ADVISOR | 40.00 | $86,204 | $38,710 | $0 |
| WILLIAM F MILLIOT | ||||||||
| PO BOX 726 | PESCADERO | CA | 94060 | COMMUNICATION/INFO O | 40.00 | $89,055 | $18,120 | $0 |
| ANNE F FRESQUEZ | ||||||||
| PO BOX 726 | PESCADERO | CA | 94060 | EVENTS/LANDSCAPE MAN | 40.00 | $65,541 | $25,953 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DRIVE SUITE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING | ServiceTypeTxt |
| Compensation | $200,626 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROMOTING SUSTAINABLE LAND USE PRACTICES AND BROADER UNDERSTANDING OF NATURE, SUSTAINABLE PRACTICES, ANIMAL AGRICULTURE, AND HEALTHY FOOD. ADVANCING THE BUSINESS OF ECOLOGICALLY-FRIENDLY ANIMAL AGRICULTURE. UNDERSTANDING WHAT 'CLIMATE-SMART' MEANS BY INVESTING IN SCIENCE REGARDING CARBON SEQUESTRATION, WATER MANAGEMENT, AND SOIL HEALTH. | Description1Txt |
| Expenses1 | $1,292,658 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,881,740 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,881,740 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,881,740 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,226 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,838,514 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $141,926 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,596,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,596,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,596,650 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2008-05-20 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,596,650 | CurrentYearAmt |
| Year1 | $2,395,906 | Year1Amt |
| Year2 | $2,129,800 | Year2Amt |
| Year3 | $1,633,670 | Year3Amt |
| Total | $9,756,026 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,303,992 | CurrentYearAmt |
| Year1 | $895,175 | Year1Amt |
| Year2 | $171,330 | Year2Amt |
| Year3 | $61,561 | Year3Amt |
| Total | $3,432,058 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,292,658 | CurrentYearAmt |
| Year1 | $1,500,731 | Year1Amt |
| Year2 | $1,958,470 | Year2Amt |
| Year3 | $1,572,109 | Year3Amt |
| Total | $6,323,968 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $94,617 | CurrentYearAmt |
| Year1 | $63,168 | Year1Amt |
| Year2 | $23,943 | Year2Amt |
| Year3 | $34,516 | Year3Amt |
| Total | $216,244 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KATHRYN A TAYLOR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACTERRA ACTION FOR A HEALTHY PLANET | ||||||
| 3921 EAST BAYSHORE ROAD | PALO ALTO | CA | 94303 | PC | GENERAL SUPPORT | $1,500 |
| AMERICAN GRASSFED RESEARCH AND EDUCATION FOUNDATION | ||||||
| POB 46-1090 | DENVER | CO | 80246 | PC | GENERAL SUPPORT | $8,500 |
| CALIFORNIA ASSOCIATION OF RESOURCE CONSERVATION DISTRICTS | ||||||
| 801 K STREET 14TH FLOOR | SACRAMENTO | CA | 95814 | PC | GENERAL SUPPORT | $2,500 |
| CANERS FOUNDATION ENDOWNMENT FOR RESEARCH AND SCHOLARSHIP | ||||||
| 1521 I STREET | SACRAMENTO | CA | 958142016 | PC | GENERAL SUPPORT | $5,000 |
| CENTER FOR ECOLITERACY | ||||||
| 2150 ALLSTON WAY NO 270 | BERKELEY | CA | 94704 | PC | GENERAL SUPPORT | $1,000,000 |
| ECOLOGICAL FARMING ASSOCIATION | ||||||
| 2901 PARK AVE D-2 | SOQUEL | CA | 95073 | PC | GENERAL SUPPORT | $5,000 |
| FOODCORPS INC | ||||||
| 1140 SE 7TH AVENUE NO 110 | PORTLAND | OR | 97214 | PC | GENERAL SUPPORT | $125,000 |
| HOLISTIC MANAGEMENT INTERNATIONAL | ||||||
| 5941 JEFFERSON STREET NE SUITE B | ALBUQUERQUE | NM | 87109 | PC | GENERAL SUPPORT | $5,000 |
| MERIDIAN INSTITUTE | ||||||
| PO BOX 1829 | DILLON | CO | 80435 | PC | GENERAL SUPPORT | $50,000 |
| MIKE GIANNINI FFA SCHOLARSHIP FOUNDATION | ||||||
| PO BOX 430 | MOSS BEACH | CA | 94038 | PC | GENERAL SUPPORT | $2,000 |
| NORTH VALLEY ANIMAL DISASTER GROUP | ||||||
| PO BOX 4527 | ORLAND | CA | 95963 | PC | GENERAL SUPPORT | $1,000 |
| OCCIDENTAL ARTS & ECOLOGY CENTER | ||||||
| 15290 COLEMAN VALLEY ROAD | OCCIDENTAL | CA | 95465 | PC | GENERAL SUPPORT | $1,000 |
| OREGON STATE UNIVERSITY FOUNDATION | ||||||
| 850 SW 35TH STREET | CORVALLIS | OR | 97333 | PC | GENERAL SUPPORT | $5,000 |
| PESCADERO ARTS AND FUN FESTIVAL | ||||||
| 22 STAGE ROAD | PESCADERO | CA | 94060 | PC | GENERAL SUPPORT | $750 |
| PESCADERO HIGH SCHOOL | ||||||
| 360 BUTANO CUTOFF | PESCADERO | CA | 94060 | PC | GENERAL SUPPORT | $500 |
| PIE RANCH | ||||||
| PO BOX 363 | PESCADERO | CA | 94060 | PC | GENERAL SUPPORT | $10,000 |
| POINT REYES BIRD OBSERVATORY | ||||||
| 3820 CYPRESS DRIVE NO 11 | PETALUMA | CA | 94954 | PC | GENERAL SUPPORT | $575,355 |
| PUENTE DE LA COSTA SUR | ||||||
| 620 NORTH STREET | PESCADERO | CA | 94060 | PC | GENERAL SUPPORT | $30,425 |
| QUIVIRA COALITION INC | ||||||
| 1413 SECOND STREET | SANTA FE | NM | 87501 | PC | GENERAL SUPPORT | $2,500 |
| RCD SAN MATEO | ||||||
| 625 MIRAMONTES STREET SUITE 103 | HALF MOON BAY | CA | 94019 | PC | GENERAL SUPPORT | $5,000 |
| SAVORY INSTITUTE ORG INC | ||||||
| 1500 28TH STREET | BOULDER | CO | 80304 | PC | GENERAL SUPPORT | $1,500 |
| STANFORD UNIVERSITY | ||||||
| 450 SERRA MALL | STANFORD | CA | 943052004 | PC | GENERAL SUPPORT | $8,000 |
| SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS FUNDERS | ||||||
| 601 E ARRELLAGA ST SUITE 101 | SANTA BARBARA | CA | 93103 | PC | GENERAL SUPPORT | $1,491 |
| SUSTAINABLE MARKETS FOUNDATION | ||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $2,500 |
| THE HEAL PROJECT | ||||||
| PO BOX 3051 | HALF MOON BAY | CA | 94019 | PC | GENERAL SUPPORT | $10,500 |
| THE PERENNIAL FARMING INITIATIVE | ||||||
| 59 NINTH STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $5,000 |
| TRUST FOR CONSERVATION INNOVATION | ||||||
| 405 14TH STREET NO 164 | OAKLAND | CA | 946122705 | PC | GENERAL SUPPORT | $37,500 |
| UNIVERSITY OF CALIFORNIA | ||||||
| 220 MONTGOMERY STREET FLOOR 5 | SAN FRANCISCO | CA | 94104 | PC | GENERAL SUPPORT | $300,000 |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | ||||||
| 2080 ADDISON STREET SUITE 4200 | BERKELEY | CA | 947204200 | PC | GENERAL SUPPORT | $5,000 |
| VIDA VERDE NATURE EDUCATION | ||||||
| 3540 LA HONDA | SAN GREGORIO | CA | 94074 | PC | GENERAL SUPPORT | $20,000 |
| WESTERN LANDOWNERS ALLIANCE | ||||||
| PO BOX 6278 | SANTA FE | NM | 87502 | PC | GENERAL SUPPORT | $5,000 |
| YALE UNIVERSITY | ||||||
| PO BOX 208239 | NEW HAVEN | CT | 065208229 | PC | GENERAL SUPPORT | $71,471 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,303,992 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTER FOR FOOD SAFETY | |||||||
| 660 PENNSYLVANIA AVENUE SE SUITE | 302 | WASHINGTON | DC | 20003 | PC | GENERAL SUPPORT | $50,000 |
| MERIDIAN INSTITUTE | |||||||
| PO BOX 1829 | DILLON | CO | 80435 | PC | GENERAL SUPPORT | $76,343 | |
| POINT REYES BIRD OBSERVATORY | |||||||
| 3820 CYPRESS DRIVE NO 11 | PETALUMA | CA | 94954 | PC | GENERAL SUPPORT | $50,000 | |
| SUSTAINABLE MARKETS FOUNDATION | |||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $50,000 | |
| THE LAND INSTITUTE | |||||||
| 2440 E WATER WELL ROAD | SALINA | KS | 67401 | PC | GENERAL SUPPORT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $276,343 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,519 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $111,528 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,619 | ExclusionAmt |
| Related Or Exempt Function Incm | $111,528 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $117,147 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 10 | LineNumberTxt |
| Relationship Statement | SALE OF MEAT RAISES CONSUMER AWARENESS AND APPRECIATION IN SUPPORT OF THE MISSION OF ANIMAL AGRICULTURE FOCUSED ON CLIMATE STABILITY, NATURE'S BENEFITS, HEALTHY FOOD AND BIODIVERSITY. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THOMAS F STEYER AND KATHRYN A TAYLOR | ||||||
| 1 | 111 SUTTER STREET 10TH FLOOR | SAN FRANCISCO | CA | 94104 | $3,317,960 | Yes (X) |
| SAN FRANCISCO FOUNDATION | ||||||
| 2 | 225 BUSH STREET SUITE 500 | SAN FRANCISCO | CA | 94104 | $953,494 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $233,451 | Amt |
| Net Investment Income | $6,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $227,451 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | TANGIBLE PROPERTY REGULATIONS ELECTION STATEMENTS | FormAndLineReferenceDesc |
| Medium Explanation | TAXPAYER HEREBY MAKES THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREASURY REGULATION 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR.TAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREASURY REGULATION 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS. | MediumExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSES | CategoryTxt |
| Legal Fees | $7,067 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,067 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CATTLE | $7,867 | $0 | $0 |
| FARM ANIMALS | $459 | $0 | $0 |
| WEBSITE | $15,559 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD AUDIT ADJUSTMENT | Desc |
| Amt | $937,365 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $14,760 | $0 | $0 | $14,760 |
| MISCELLANEOUS | $60,075 | $547 | $0 | $59,528 |
| SUPPLIES | $1,908 | $0 | $0 | $1,908 |
| ADVERTISING AND PROMOTION | $309 | $0 | $0 | $309 |
| AGRICULTURAL OPERATIONS | $194,682 | $0 | $0 | $63,989 |
| PAYROLL FEES | $6,332 | $0 | $0 | $6,332 |
| REPAIRS | $749 | $0 | $0 | $749 |
| TRANSPORTATION | $597 | $0 | $0 | $597 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $112,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $112,300 | DisbursementsCharitablePrpsAmt |