TURNIP TOP FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TURNIP TOP FOUNDATION (EIN 20-1510559)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-16
- IRS object ID
- 201911369349100011
- 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
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-16T10:18:51-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464393335 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Koehler & Associates CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1541 The Alameda | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951263435 | 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 | 201510559 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Turnip Top Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TURN | BusinessNameControlTxt |
| Phone | 5059838599 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Alley Ranch Trail | AddressLine1Txt |
| City | Santa Fe | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Felix Magowan | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2019-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David R Koehler CPA | PreparerPersonNm |
| PTIN | P00027310 | PTIN |
| Phone | 4082867400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,933,802 | 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 | $619 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $619 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $619 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $29,117 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,117 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $29,117 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,183 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $556,582 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $82,183 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $111,919 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,919 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $29,736 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,672 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,672 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,856 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,856 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,393 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,528 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,865 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $133,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $133,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $145,893 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,528 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $137,365 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,974 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $103,391 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $29,736 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $227,168 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $292,685 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $292,685 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,143,738 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,044,247 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,641,117 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,370,906 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,336,932 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,933,802 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,370,906 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,336,932 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,370,906 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,336,932 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,370,906 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,336,932 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,370,906 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,974 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,336,932 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,336,932 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 Delta Air Lines Inc | P | 2017-07-31 | 2018-04-26 | $52,713 | $49,643 | $3,070 | $3,070 |
| 1600 Lennar Corp | P | 2018-03-05 | 2018-07-10 | $86,750 | $92,721 | -$5,971 | -$5,971 |
| 8000 Encana Corp | P | 2018-09-18 | 2018-12-17 | $46,153 | $99,912 | -$53,759 | -$53,759 |
| 3200 Integra Lifesciences Holdings | P | 2015-10-30 | 2018-03-02 | $167,669 | $95,552 | $72,117 | $72,117 |
| 600 IAC Interactivecorp Com | P | 2013-07-01 | 2018-07-10 | $91,811 | $60,314 | $31,497 | $31,497 |
| 200 American Wtr Wks | P | 2013-07-01 | 2018-07-31 | $17,572 | $8,050 | $9,522 | $9,522 |
| 2000 ETF Managers Trust Purerefunds ISE | P | 2017-01-10 | 2018-07-31 | $73,083 | $55,345 | $17,738 | $17,738 |
| 100 Raytheon Co Com | P | 2016-03-22 | 2018-07-31 | $19,663 | $12,428 | $7,235 | $7,235 |
| 100 Garrett Motion Inc | P | 2009-12-17 | 2018-12-17 | $1,151 | $429 | $722 | $722 |
| 0.666 Resideo Technologies | P | 2009-12-17 | 2018-11-05 | $17 | $5 | $12 | $12 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $82,183 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$56,660 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $102,158 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,944,330 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05254 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $129,914 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,799,406 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07220 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $121,277 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,025,457 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05988 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $101,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,972,427 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05146 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $97,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,752,393 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05550 | DistributionYr5Rt |
| Total Distribution | 0.291570 | TotalDistributionRt |
| Average Distribution | 0.058314 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,127,927 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $124,088 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,034 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $125,122 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $137,365 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,034 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,034 | SubtotalAmt |
| Tax Based On Investment Income | $1,034 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $1,034 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,034 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $39 | EsPenaltyAmt |
| Tax Due | $39 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Felix Magowan | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5059838599 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Alley Ranch Trail | AddressLine1Txt |
| City | Santa Fe | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Robin Magowan | ||||||
| 30 Alley Ranch Trail | Santa Fe | NM | 87505 | Director | 2.00 | $0 |
| Juliet Mattila | ||||||
| 30 Alley Ranch Trail | Santa Fe | NM | 87505 | Director | 2.00 | $0 |
| Felix Magowan | ||||||
| 30 Alley Ranch Trail | Santa Fe | NM | 87505 | Treasurer | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,889,255 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $271,077 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,160,332 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,160,332 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,405 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,127,927 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $106,396 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $106,396 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,034 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,034 | TotalTaxAmt |
| Distributable Before Adj | $105,362 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $105,362 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $105,362 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $137,365 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $137,365 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,034 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $136,331 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $105,362 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $11,331 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,062 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $22,764 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $40,816 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,544 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $90,517 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $137,365 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $105,362 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,003 | RemainingDistriFromCorpusAmt |
| Total Corpus | $122,520 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $11,331 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $111,189 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,062 | ExcessFromYear4Amt |
| Excess From Year3 | $22,764 | ExcessFromYear3Amt |
| Excess From Year2 | $40,816 | ExcessFromYear2Amt |
| Excess From Year1 | $8,544 | ExcessFromYear1Amt |
| Excess From Current Year | $32,003 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Bicycle Colorado | |||||||
| 18026 CO-8 | Morrison | CO | 80465 | None | Public | Support 501c3 organization | $1,000 |
| Beinecke Library | |||||||
| 121 Wall St | New Haven | CT | 06511 | None | Public | Support 501c3 organization | $5,000 |
| Bishop Rotary Foundation | |||||||
| 2206 N Sierra Highway | Bishop | CA | 93514 | None | Public | Support 501c3 organization | $10,000 |
| Pacific Oaks Children's School | |||||||
| 714 West California Blvd | Pasadena | CA | 91105 | None | Public | Support 501c3 organization | $7,500 |
| Cloud Forest Institute | |||||||
| PO Box 1435 | Ukiah | CA | 95482 | None | Public | Support 501c3 organization | $7,000 |
| Reed Collge | |||||||
| 3203 SE Woodstock Blvd | Portland | OR | 97202 | None | Public | Support 501c3 organization | $3,000 |
| Community Cycles | |||||||
| 35 Wilson Ave | San Jose | CA | 95126 | None | Public | Support 501c3 organization | $3,000 |
| Creo Family Office Syndicate | |||||||
| 156 5TH Ave STE 804 | New York | NY | 10010 | None | Public | Support 501c3 organization | $10,000 |
| Crescendo Inc | |||||||
| PO Box 245 | Lakeville | CT | 06039 | None | Public | Support 501c3 organization | $1,000 |
| La Familia Medical Center | |||||||
| 14359 Pioneer Blvd | Norwalk | CA | 90650 | None | Public | Support 501c3 organization | $5,500 |
| University of California | |||||||
| 1111 Franklin Street | Oakland | CA | 94607 | None | Public | Support 501c3 organization | $1,000 |
| Doctors without borders | |||||||
| 333 Seventh Avenue 2nd floor | New York | NY | 10001 | None | Public | Support 501c3 organization | $3,500 |
| Southern Utah Wilderness | |||||||
| 425 East 100 South | Salt Lake City | UT | 84111 | None | Public | Support 501c3 organization | $2,000 |
| Eastern Sierra Land Trust | |||||||
| 250 N Fowler St | Bishop | CA | 93515 | None | Public | Support 501c3 organization | $1,000 |
| KSFR | |||||||
| PO Box 31366 | Santa Fe | NM | 87594 | None | Public | Support 501c3 organization | $1,000 |
| Habitat for Humanity | |||||||
| 270 Peachtree St | Atlanta | GA | 30303 | None | Public | Support 501c3 organization | $1,000 |
| High Country News | |||||||
| PO Box 1090 | Paonia | CO | 81428 | None | Public | Support 501c3 organization | $2,000 |
| Howard University | |||||||
| 2400 Sixth St NW | Washington | DC | 20059 | None | Public | Support 501c3 organization | $500 |
| Music Mountain Inc | |||||||
| 225 Music Mountain Rd | Falls Village | CT | 06031 | None | Public | Support 501c3 organization | $1,000 |
| People for Bikes | |||||||
| PO Box 2359 | Boulder | CO | 80306 | None | Public | Support 501c3 organization | $6,000 |
| NARGS | |||||||
| PO Box 826 Intersection Route | Stockbridge | MA | 01262 | None | Public | Support 501c3 organization | $6,500 |
| USA Cycling Development Foundation | |||||||
| 210 USA Cycling Point Suite 100 | Colorado Springs | CO | 80919 | None | Public | Support 501c3 organization | $6,000 |
| Stonington Village Improvement Asso | |||||||
| POBox 18 | Stonigton | CT | 06378 | None | Public | Support 501c3 organization | $3,000 |
| Impact Assets | |||||||
| 7315 Wisconsin Avenue Suite 1000W | Bethesda | MD | 20814 | None | Public | Support 501c3 organization | $13,000 |
| PATH | |||||||
| 340 North Madison Avenue | Los Angeles | CA | 90004 | None | Public | Support 501c3 organization | $2,500 |
| School for Advanced research | |||||||
| 660 Garcia St | Santa Fe | NM | 87505 | None | public | Support 501c3 organization | $4,500 |
| Southern California Equestrian Spor | |||||||
| 1902 Orange Tree Ln Ste 130 | Redlands | CA | 92374 | None | Public | Support 501c3 organization | $10,000 |
| International Mountain Bike | |||||||
| 4888 Pearl E Cir 200e | Boulder | CO | 80301 | None | Public | Support 501c3 organization | $1,000 |
| Tonic Institute | |||||||
| 101 Mission St Suite 1115 | San Francisco | CA | 94105 | None | Public | Support 501c3 organization | $3,500 |
| Justin Turner Foundation | |||||||
| 13273 Fiji Way | Marina Del Rey | CA | 90292 | None | public | Support 501c3 organization | $2,500 |
| KuNM-FM | |||||||
| 1 University of New Mexico | Albuquerque | NM | 87131 | None | Public | Support 501c3 organization | $500 |
| University of Iowa Foundation | |||||||
| 1 W Park Rd | Iowa City | IA | 52242 | None | public | Support 501c3 organization | $4,000 |
| Orion | |||||||
| 201 N Charles St | Baltimore | MD | 21201 | None | Public | Support Exempt organization | $500 |
| Santa Fe Chamber Music Festival | |||||||
| 208 Griffin Street | Santa Fe | NM | 87501 | None | Public | Support Exempt organization | $1,000 |
| Santa Fe Botanical Garden | |||||||
| 715 Camino Lejo | Santa Fe | NM | 87505 | None | Public | Support Exempt organization | $500 |
| Santa Fe Pro Musica | |||||||
| 1405 Luisa St 2 | Santa Fe | NM | 87505 | None | Public | Support Exempt organization | $500 |
| University of Illinois Foundation | |||||||
| 1305 W Green St | Urbana | IL | 61801 | None | Public | Support Exempt organization | $1,000 |
| WIN Women in Need | |||||||
| 15 West 31st St 7th Floor | New York | NY | 10001 | None | Public | Support Exempt organization | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $133,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $619 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,117 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $82,183 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $29,736 | ExclusionAmt |
| Related Or Exempt Function Incm | $82,183 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,919 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $3,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,850 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank fee | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $4,672 | Amt |
| Net Investment Income | $4,672 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Tax | $3,616 | $3,616 |
| Foreign tax | $240 | $240 |