TURNIP TOP FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TURNIP TOP FOUNDATION (EIN 20-1510559)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201811359349103886
- Schema version
- 2017v2.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T16:14:16-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-15 | 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 | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,083,837 | 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 | $32 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $32 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $29,105 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,105 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $29,105 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $151,455 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $771,201 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $151,455 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $180,592 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $180,592 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $29,137 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $436 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $436 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $436 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $58 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $58 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,094 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $436 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $436 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,658 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,594 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $436 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $436 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,158 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $77,998 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $180,156 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $28,701 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $124,977 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $227,168 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $227,168 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,167,931 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,143,738 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,856,669 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,292,908 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,370,906 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,083,837 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,292,908 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,370,906 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,292,908 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,370,906 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,292,908 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,370,906 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,292,908 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $77,998 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,370,906 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,370,906 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1200 Splunk Inc Com | P | 2016-12-23 | 2017-03-06 | $74,364 | $63,056 | $11,308 | $11,308 |
| 3000 Sony Corporation | P | 2016-07-20 | 2017-03-06 | $93,414 | $91,591 | $1,823 | $1,823 |
| 4.6 Tekla Healthcare Invs | P | 2016-07-01 | 2017-04-11 | $112 | $1,292 | -$1,180 | -$1,180 |
| 51.164 Tekla Healthcare Invs | P | 2016-10-03 | 2017-04-11 | $1,248 | $1,265 | -$17 | -$17 |
| 65.042 Tekla Healthcare Invs | P | 2017-01-03 | 2017-04-11 | $1,586 | $1,371 | $215 | $215 |
| 53.414 Tekla Healthcare Invs | P | 2017-04-03 | 2017-04-11 | $1,303 | $1,263 | $40 | $40 |
| 100 Allergan Plc | P | 2016-12-23 | 2017-12-21 | $16,792 | $19,947 | -$3,155 | -$3,155 |
| 800 Incyte Corporation | P | 2017-04-11 | 2017-12-21 | $77,363 | $108,662 | -$31,299 | -$31,299 |
| 1500 Cognizant Tech Solutions | P | 2006-01-30 | 2017-01-20 | $84,757 | $19,372 | $65,385 | $65,385 |
| 1000 Air Lease Corporation | P | 2015-12-17 | 2017-02-16 | $38,646 | $32,307 | $6,339 | $6,339 |
| 1000 General Electric Co | P | 2010-12-14 | 2017-03-10 | $30,236 | $17,760 | $12,476 | $12,476 |
| 2052 Tekla Healthcare Invs | P | 2001-04-12 | 2017-04-11 | $50,052 | $1,125 | $48,927 | $48,927 |
| 38 Tekla Healthcare Invs | P | 2012-03-30 | 2017-04-11 | $927 | $621 | $306 | $306 |
| 44 Tekla Healthcare Invs | P | 2012-06-29 | 2017-04-11 | $1,073 | $734 | $339 | $339 |
| 41 Tekla Healthcare Invs | P | 2013-06-28 | 2017-04-11 | $1,000 | $875 | $125 | $125 |
| 38 Tekla Healthcare Invs | P | 2013-09-30 | 2017-04-11 | $927 | $935 | -$8 | -$8 |
| 41 Tekla Healthcare Invs | P | 2013-12-31 | 2017-04-11 | $1,000 | $1,082 | -$82 | -$82 |
| 41 Tekla Healthcare Invs | P | 2014-01-31 | 2017-04-11 | $1,000 | $1,168 | -$168 | -$168 |
| 46 Tekla Healthcare Invs | P | 2014-06-30 | 2017-04-11 | $1,122 | $1,212 | -$90 | -$90 |
| 45 Tekla Healthcare Invs | P | 2014-09-30 | 2017-04-11 | $1,098 | $1,283 | -$185 | -$185 |
| 43 Tekla Healthcare Invs | P | 2014-12-31 | 2017-04-11 | $1,049 | $1,378 | -$329 | -$329 |
| 42 Tekla Healthcare Invs | P | 2015-03-31 | 2017-04-11 | $1,024 | $1,499 | -$475 | -$475 |
| 45 Tekla Healthcare Invs | P | 2015-06-30 | 2017-04-11 | $1,098 | $1,646 | -$548 | -$548 |
| 55 Tekla Healthcare Invs | P | 2015-09-30 | 2017-04-11 | $1,342 | $1,751 | -$409 | -$409 |
| 49.154 Tekla Healthcare Invs | P | 2016-01-08 | 2017-04-11 | $1,199 | $1,487 | -$288 | -$288 |
| 66.263 Tekla Healthcare Invs | P | 2016-04-01 | 2017-04-11 | $1,616 | $1,568 | $48 | $48 |
| 2000 General Electric Co | P | 2010-12-14 | 2017-04-25 | $58,897 | $35,520 | $23,377 | $23,377 |
| 800 Integra Lifesciences Holdings | P | 2015-10-30 | 2017-06-23 | $43,159 | $23,888 | $19,271 | $19,271 |
| 2000 Realogy Holdings Corp | P | 2016-03-29 | 2017-07-14 | $67,359 | $69,902 | -$2,543 | -$2,543 |
| 500 Walt Disney Co | P | 2010-12-14 | 2017-09-13 | $49,269 | $18,721 | $30,548 | $30,548 |
| 400 Allergan PLC | P | 2016-07-12 | 2017-12-21 | $67,169 | $95,465 | -$28,296 | -$28,296 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $151,455 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$22,265 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $129,914 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,799,406 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.07220 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $121,277 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,025,457 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05988 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $101,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,972,427 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05146 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $97,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,752,393 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05550 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $86,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,624,543 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05340 | DistributionYr5Rt |
| Total Distribution | 0.292429 | TotalDistributionRt |
| Average Distribution | 0.058486 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,944,330 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $113,716 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,802 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $115,518 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $102,158 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,603 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,603 | SubtotalAmt |
| Tax Based On Investment Income | $3,603 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $13 | EsPenaltyAmt |
| Tax Due | $3,616 | 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 |
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 | $1,861,216 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $112,723 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,973,939 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,973,939 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,609 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,944,330 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,217 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,217 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,603 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,603 | TotalTaxAmt |
| Distributable Before Adj | $93,614 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $93,614 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $93,614 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,158 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $102,158 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $102,158 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,614 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $8,211 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,331 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,062 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,764 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $40,816 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $90,184 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,158 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $93,614 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,544 | RemainingDistriFromCorpusAmt |
| Total Corpus | $98,728 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $8,211 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $90,517 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,331 | ExcessFromYear4Amt |
| Excess From Year3 | $7,062 | ExcessFromYear3Amt |
| Excess From Year2 | $22,764 | ExcessFromYear2Amt |
| Excess From Year1 | $40,816 | ExcessFromYear1Amt |
| Excess From Current Year | $8,544 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Academy of American Poets | |||||||
| 75 Maiden Lane Suite 901 | New York | NY | 10038 | None | Public | Contributions to 501c3 organization | $500 |
| Beinecke Library | |||||||
| 121 Wall St | New Haven | CT | 06511 | None | Public | Contributions to 501c3 organization | $5,000 |
| Bishop Rotary Foundation | |||||||
| 2206 N Sierra Highway | Bishop | CA | 93514 | None | Public | Contributions to 501c3 organization | $7,000 |
| Pacific Oaks Children's School | |||||||
| 714 West California Blvd | Pasadena | CA | 91105 | None | Public | Contributions to 501c3 organization | $1,000 |
| Center for Traditional Music and Da | |||||||
| 32 Broadway Suite 1314 | New York | NY | 10004 | None | Public | Contributions to 501c3 organization | $3,000 |
| Reed Collge | |||||||
| 3203 SE Woodstock Blvd | Portland | OR | 97202 | None | Public | Contributions to 501c3 organization | $3,000 |
| Community Foundation | |||||||
| 2600 El Paseo Rd | Las Cruces | NM | 88001 | None | Public | Contributions to 501c3 organization | $1,000 |
| Hondo Volunteer Fire Department | |||||||
| 21 Seton Village Rd | Santa Fe | NM | 87508 | None | Public | Contributions to 501c3 organization | $500 |
| St Bernard's School | |||||||
| 4 E 98th st | New York | NY | 10029 | None | Public | Contributions to 501c3 organization | $500 |
| La Familia Medical Center | |||||||
| 14359 Pioneer Blvd | Norwalk | CA | 90650 | None | Public | Contributions to 501c3 organization | $2,000 |
| University of California | |||||||
| 1111 Franklin Street | Oakland | CA | 94607 | None | Public | Contributions to 501c3 organization | $1,000 |
| Doctors without borders | |||||||
| 333 Seventh Avenue 2nd floor | New York | NY | 10001 | None | Public | Contributions to 501c3 organization | $3,000 |
| Southern Utah Wilderness | |||||||
| 425 East 100 South | Salt Lake City | UT | 84111 | None | Public | Contributions to 501c3 organization | $500 |
| KSFR | |||||||
| PO Box 31366 | Santa Fe | NM | 87594 | None | Public | Contributions to 501c3 organization | $1,000 |
| Hope | |||||||
| 30 Las Colinas Lane | San Jose | CA | 95119 | None | Public | Contributions to 501c3 organization | $1,000 |
| High Country News | |||||||
| PO Box 1090 | Paonia | CO | 81428 | None | Public | Contributions to 501c3 organization | $1,000 |
| Museum of New Mexico Foundation | |||||||
| 116 Lincoln Ave | Santa Fe | NM | 87501 | None | Public | Contributions to 501c3 organization | $1,500 |
| Music Mountain Inc | |||||||
| 225 Music Mountain Rd | Falls Village | CT | 06031 | None | Public | Contributions to 501c3 organization | $1,000 |
| People for Bikes | |||||||
| PO Box 2359 | Boulder | CO | 80306 | None | Public | Contributions to 501c3 organization | $5,000 |
| NARGS | |||||||
| PO Box 826 Intersection Route | Stockbridge | MA | 01262 | None | Public | Contributions to 501c3 organization | $3,000 |
| USA Cycling Development Foundation | |||||||
| 210 USA Cycling Point Suite 100 | Colorado Springs | CO | 80919 | None | Public | Contributions to 501c3 organization | $5,000 |
| Stonington Village Improvement Asso | |||||||
| POBox 18 | Stonigton | CT | 06378 | None | Public | Contributions to 501c3 organization | $5,000 |
| Stonington Cemetery Association | |||||||
| 345 N Main Street | Stonington | CT | 06378 | None | Public | Contributions to 501c3 organization | $500 |
| PATH | |||||||
| 340 North Madison Avenue | Los Angeles | CA | 90004 | None | Public | Contributions to 501c3 organization | $2,000 |
| School for Advanced research | |||||||
| 660 Garcia St | Santa Fe | NM | 87505 | None | public | Contributions to 501c3 organization | $2,500 |
| Southern California Equestrian Spor | |||||||
| 1902 Orange Tree Ln Ste 130 | Redlands | CA | 92374 | None | Public | Contributions to 501c3 organization | $15,000 |
| The Archaeological Conservatory | |||||||
| 1717 Girard Blvd NE | Albuquerque | NM | 87106 | None | Public | Contributions to 501c3 organization | $1,000 |
| Tonic Institute | |||||||
| 101 Mission St Suite 1115 | San Francisco | CA | 94105 | None | Public | Contributions to 501c3 organization | $3,500 |
| The Lensic Performing Arts Center | |||||||
| 211 W San Francisco Street | Santa Fe | NM | 87501 | None | public | Contributions to 501c3 organization | $500 |
| Coriell Institute | |||||||
| 403 Haddon Avenue | Camden | NJ | 08103 | None | Public | Contributions to 501c3 organization | $5,000 |
| University of Iowa Foundation | |||||||
| 1 W Park Rd | Iowa City | IA | 52242 | None | public | Contributions to 501c3 organization | $17,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $98,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,105 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $151,455 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $29,137 | ExclusionAmt |
| Related Or Exempt Function Incm | $151,455 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $180,592 | 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 | $3,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,600 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank fee | Desc |
| Revenue And Expenses Per Books | $58 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $58 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | CategoryTxt |
| Amt | $436 | Amt |
| Net Investment Income | $436 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $436 | AdjustedNetIncomeAmt |