FREEDOM REIGN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FREEDOM REIGN FOUNDATION (EIN 46-2720183)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-03
- IRS object ID
- 201713079349100121
- Schema version
- 2016v3.0
- 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 Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-03T13:26:18-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | C/O FRANKRIMERMAN 1801 PAGE MILL RD | 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 | 2017-11-02 | 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 | 2017-11-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,303,499 | 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 | $655,570 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,663 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,663 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $184,846 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $192 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$78,905 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,135,500 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $777,174 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,855 | 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 | $141,889 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $141,889 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,302 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,302 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $109,457 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $269,481 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $269,471 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $539,129 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,302 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $411,360 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $539,129 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,302 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $411,360 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $238,045 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,553 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48,042 | CashBOYAmt |
| Cash EOY | $72,654 | CashEOYAmt |
| Cash EOYFMV | $72,654 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $261,360 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,015 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,015 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,945,928 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,457,231 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,344,917 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $40,400 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $40,087 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,623,915 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,624,788 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,387,461 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $167,422 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,220,658 | LandBOYAmt |
| Land EOY | $1,220,039 | LandEOYAmt |
| Land EOYFMV | $1,220,038 | LandEOYFMVAmt |
| Total Assets BOY | $5,475,988 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,415,254 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,303,499 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $350,000 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $350,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $5,125,988 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,415,254 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,125,988 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,415,254 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,475,988 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,415,254 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,125,988 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $238,045 | ExcessRevenueOverExpensesAmt |
| Other Increases | $51,221 | OtherIncreasesAmt |
| Subtotal | $5,415,254 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,415,254 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 210,000 SHS AKRON OHIO ECO BE | P | 2016-02-23 | 2016-12-01 | $210,000 | $217,333 | -$7,333 | -$7,333 |
| 100,000 SHS DESRT SNDS USD BE | P | 2015-06-30 | 2016-06-01 | $100,000 | $100,000 | $0 | $0 |
| 50,000 SHS ENERGY ELECT BE | P | 2015-12-24 | 2016-07-01 | $50,000 | $50,000 | $0 | $0 |
| 15,000 SHS ILLINOIS UNIV BE | P | 2016-03-02 | 2016-04-01 | $15,000 | $15,006 | -$6 | -$6 |
| 200,000 SHS IN FIN AUTH-A BE | P | 2016-09-27 | 2016-12-01 | $200,000 | $200,000 | $0 | $0 |
| 200,000 SHS LAREDO TEX IND BE | P | 2015-12-08 | 2016-08-01 | $200,000 | $200,000 | $0 | $0 |
| 75,000 SHS RANCHO CCD-C BE | P | 2016-01-06 | 2016-09-01 | $75,000 | $75,000 | $0 | $0 |
| 100,000 SHS CALIFORNIA STA BE 0650 | P | 2016-08-01 | 2016-08-23 | $100,000 | $100,000 | $0 | $0 |
| 155,000 SHS CALIFORNIA STA BE 0650 | P | 2016-08-04 | 2016-08-23 | $155,000 | $155,000 | $0 | $0 |
| 255,000 SHS CALIFORNIA STA BE 0750 | P | 2016-08-23 | 2016-09-20 | $255,000 | $255,000 | $0 | $0 |
| 255,000 SHS CALIFORNIA STA BE 0800 | P | 2016-09-20 | 2016-10-24 | $255,000 | $255,000 | $0 | $0 |
| 100,000 SHS MET GVT NASHVILLE | P | 2016-08-31 | 2016-10-03 | $100,000 | $99,982 | $18 | $18 |
| 305,000 SHS STATE OF CALIF BE 0800 | P | 2016-10-24 | 2016-12-09 | $305,000 | $305,000 | $0 | $0 |
| 200,000 SHS GUNTIER TEX IND BE | P | 2015-06-29 | 2016-08-15 | $200,000 | $200,000 | $0 | $0 |
| 50,000 SHS HAMMOND LA SAL BE | P | 2015-08-04 | 2016-12-01 | $50,500 | $50,500 | $0 | $0 |
| 250,000 SHS HARRIS CNTY TX BE | P | 2015-06-26 | 2016-09-01 | $250,000 | $250,000 | $0 | $0 |
| 85,000 SHS HOUSTON TEX HO BE | P | 2015-06-30 | 2016-09-01 | $85,000 | $85,000 | $0 | $0 |
| 50,000 SHS MERCED CALIF C BE | P | 2015-06-29 | 2016-08-01 | $50,000 | $50,000 | $0 | $0 |
| 90,000 SHS N.E. ISD | P | 2015-06-30 | 2016-08-01 | $90,000 | $90,000 | $0 | $0 |
| 100,000 SHS NV ST WTR-O | P | 2015-06-26 | 2016-07-01 | $100,000 | $100,000 | $0 | $0 |
| 100,000 SHS SAN MARCOS WTR BE | P | 2015-08-04 | 2016-08-15 | $100,000 | $100,000 | $0 | $0 |
| 120,000 SHS WACO TEX HEALT BE | P | 2015-06-24 | 2016-08-01 | $120,000 | $120,000 | $0 | $0 |
| 70,000 SHS WILLIAMSON CNT BE | P | 2015-06-30 | 2016-09-01 | $70,000 | $70,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,321 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $510,634 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,582,822 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.111423 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $338,036 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,550,088 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060906 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,183,714 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.172329 | TotalDistributionRt |
| Average Distribution | 0.057443 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,195,038 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $240,976 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $96 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $241,072 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $411,360 | 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 | $96 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $96 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $96 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,613 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,613 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,517 | OverpaymentAmt |
| Applied To ES Tax | $6,517 | 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 | 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 | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | 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 |
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 | $411,360 | 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 | $4,156,585 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,337 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,258,922 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,258,922 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,884 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,195,038 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $209,752 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $209,752 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $96 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $96 | TotalTaxAmt |
| Distributable Before Adj | $209,656 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $209,656 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $209,656 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $411,360 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $411,360 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $96 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $411,264 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $209,656 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $124,428 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $281,493 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $405,921 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $411,360 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $209,656 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $201,704 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $607,625 | 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 | $607,625 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $124,428 | ExcessFromYear2Amt |
| Excess From Year1 | $281,493 | ExcessFromYear1Amt |
| Excess From Current Year | $201,704 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALICIA GOETZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | 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 | $15,663 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $184,846 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$78,905 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $121,604 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $121,604 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALICIA GOETZ | BusinessNameLine1Txt |
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 | $655,570 | 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 | $12,000 | 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 | $3,758 | SL | 7.000000000000 | $4,294 | $0 |
| FENCE | 2014-10-01 | $80,192 | $6,014 | SL | 15.000000000000 | $5,346 | $0 |
| DODGE TRUCK | 2014-10-31 | $22,604 | $5,086 | SL | 5.000000000000 | $4,521 | $0 |
| SKID STEER | 2014-11-21 | $41,165 | $9,262 | SL | 5.000000000000 | $8,233 | $0 |
| BACK HOE | 2015-09-23 | $53,619 | $1,340 | SL | 5.000000000000 | $10,724 | $0 |
| MOTOR GRADER | 2015-09-23 | $52,617 | $1,315 | SL | 5.000000000000 | $10,523 | $0 |
| FENCE | 2015-03-01 | $144,382 | $8,422 | SL | 15.000000000000 | $9,625 | $0 |
| FENCE | 2015-05-01 | $59,141 | $2,464 | SL | 15.000000000000 | $3,943 | $0 |
| FENCE | 2015-08-01 | $68,693 | $1,717 | SL | 15.000000000000 | $4,580 | $0 |
| FENCE | 2015-11-01 | $132,626 | $1,105 | SL | 15.000000000000 | $8,842 | $0 |
| WATER TROUGHS & CONCRETE | 2015-08-15 | $185,332 | $6,178 | SL | 15.000000000000 | $12,355 | $0 |
| CORRALS | 2015-08-15 | $71,804 | $2,393 | SL | 15.000000000000 | $4,787 | $0 |
| ROADS | 2015-08-15 | $178,186 | $5,940 | SL | 15.000000000000 | $11,879 | $0 |
| WELLS/TANKS/PUMPS | 2015-08-15 | $61,105 | $2,037 | SL | 15.000000000000 | $4,074 | $0 |
| BARN | 2015-08-15 | $97,097 | $934 | SL | 39.000000000000 | $2,490 | $0 |
| BARN | 2016-03-08 | $29,678 | SL | 39.000000000000 | $602 | $0 | |
| FENCE | 2016-03-01 | $49,492 | SL | 15.000000000000 | $1,650 | $0 | |
| ROADS | 2016-03-25 | $420 | SL | 15.000000000000 | $14 | $0 | |
| ROADS | 2016-07-15 | $11,948 | SL | 15.000000000000 | $398 | $0 | |
| ROADS | 2016-10-15 | $17,300 | SL | 15.000000000000 | $577 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $15,023 | $15,011 |
| CISCO SYSTEMS INC | $25,377 | $25,076 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $44,935 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $44,842 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $2,412,296 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,300,075 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ITT INC C/P | AT COST | $283,800 | $283,909 |
| ONEOK PARTNERS LP C/P | AT COST | $236,778 | $236,893 |
| DOMINION RESOURCES C/P | AT COST | $294,549 | $294,826 |
| DOMINION RESOURCES C/P | AT COST | $99,830 | $99,915 |
| CLOROX CO DEL C/P | AT COST | $305,524 | $305,685 |
| BECTON DICKINSON & C/P | AT COST | $403,434 | $403,560 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| CHUTE | $30,060 | $8,052 | $22,008 |
| FENCE | $80,192 | $11,360 | $68,832 |
| DODGE TRUCK | $22,604 | $9,607 | $12,997 |
| SKID STEER | $41,165 | $17,495 | $23,670 |
| BACK HOE | $53,619 | $12,064 | $41,555 |
| MOTOR GRADER | $52,617 | $11,838 | $40,779 |
| FENCE | $144,382 | $18,047 | $126,335 |
| FENCE | $59,141 | $6,407 | $52,734 |
| FENCE | $68,693 | $6,297 | $62,396 |
| FENCE | $132,626 | $9,947 | $122,679 |
| WATER TROUGHS & CONCRETE | $185,332 | $18,533 | $166,799 |
| CORRALS | $71,804 | $7,180 | $64,624 |
| ROADS | $178,186 | $17,819 | $160,367 |
| WELLS/TANKS/PUMPS | $61,105 | $6,111 | $54,994 |
| BARN | $97,097 | $3,424 | $93,673 |
| BARN | $29,678 | $602 | $29,076 |
| FENCE | $49,492 | $1,650 | $47,842 |
| ROADS | $420 | $14 | $406 |
| ROADS | $11,948 | $398 | $11,550 |
| ROADS | $17,300 | $577 | $16,723 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| VETERINARIAN | $49,587 | $0 | $49,587 |
| FEED | $49,001 | $0 | $49,001 |
| HORSE ADOPTION/RESCUE | $3,036 | $0 | $3,036 |
| MISCELLANEOUS HORSE EXPENSES | $3,004 | $0 | $3,004 |
| UTILITIES | $3,918 | $0 | $3,918 |
| SITE SERVICES | $5,593 | $0 | $5,593 |
| GARBAGE | $4,947 | $0 | $4,947 |
| GAS/PROPANE | $20,737 | $0 | $20,737 |
| MISCELLANEOUS RANCH EXPENSES | $160 | $0 | $160 |
| TOOLS/SUPPLIES | $64,844 | $0 | $64,844 |
| FILING FEES | $10 | $0 | $0 |
| VEHICLE REPAIRS AND MAINTENANCE | $30,705 | $0 | $30,705 |
| TOOLS AND MACHINERY RENTAL | $33,939 | $0 | $33,939 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $51,221 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $6,302 | Amt |
| Net Investment Income | $6,302 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |