FREEDOM REIGN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FREEDOM REIGN FOUNDATION (EIN 46-2720183)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202533189349104128
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T15:34:13-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 RD | 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 | 2024-01-01 | 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 | 18020 SARATOGA LOS GATOS ROAD | AddressLine1Txt |
| City | MONTE SERENO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICIA GOETZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4088881871 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT N HOFFMAN | PreparerPersonNm |
| PTIN | P01062419 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $40,626,919 | 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 | $21,238 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $43,156 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $43,156 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $577,846 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $577,846 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,061,932 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,061,932 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,061,932 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$143,446 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,704,172 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,539,488 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $324,648 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $324,648 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $13,460 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $13,460 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,440 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,440 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $47,399 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $27,846 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $73,959 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,370,986 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $195,586 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,175,200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,852,202 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $201,026 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,546,594 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $345,036 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $345,036 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,197,238 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $201,026 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,891,630 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $506,934 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,338,462 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,689,335 | CashBOYAmt |
| Cash EOY | $1,477,268 | CashEOYAmt |
| Cash EOYFMV | $1,477,268 | CashEOYFMVAmt |
| Other Investments BOY | $33,044,029 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,665,242 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,665,242 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,387,461 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $900,103 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $561,317 | LandBOYAmt |
| Land EOY | $487,358 | LandEOYAmt |
| Land EOYFMV | $487,358 | LandEOYFMVAmt |
| Other Assets BOY | $1,823,050 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,997,051 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,997,051 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $37,117,731 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,626,919 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,626,919 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $165,102 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $52,437 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $165,102 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,437 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $36,952,629 | RetainedEarningBOYAmt |
| Retained Earning EOY | $40,574,482 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,952,629 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,574,482 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,117,731 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,626,919 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,952,629 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $506,934 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,114,919 | OtherIncreasesAmt |
| Subtotal | $40,574,482 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,574,482 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FROM PASSTHROUGH: SCHF USTE | P | 2024-01-01 | 2024-12-31 | $48,399 | $48,399 | $48,399 |
| FROM PASSTHROUGH: SCHF USTE | P | 2023-01-01 | 2024-12-31 | $2,013,533 | $2,013,533 | $2,013,533 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,061,932 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,505 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,505 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,505 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,053 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $55,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $73,053 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $40,548 | OverpaymentAmt |
| Applied To ES Tax | $40,548 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | FREEDOMREIGNSEQUINESANCTUARY.COM | WebsiteAddressTxt |
| Individual With Books | FRANK RIMERMAN CO LLP | IndividualWithBooksNm |
| Phone | 6508458100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICIA GOETZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FRANKRIMERMANCO1801 PAGE MILL | AddressLine1Txt |
| Address Line2 | RD | AddressLine2Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT, SECRETARY, CFO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LAUREANO ECHEZARRETA | ||||||||
| 2901 Y ROAD | SAN JUAN BAUTISTA | CA | 95045 | MANAGER | 50.00 | $106,000 | $11,295 | $0 |
| CARRIE ECHEZARRETA | ||||||||
| 2901 Y ROAD | SAN JUAN BAUTISTA | CA | 95045 | MANAGER | 50.00 | $93,000 | $1,780 | $0 |
| CIPRIANO ECHEZARRETA | ||||||||
| 2901 Y ROAD | SAN JUAN BAUTISTA | CA | 95045 | HORSE TRAINER | 50.00 | $55,080 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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. PROVIDING EDUCATIONAL MATERIALS ON THE PLIGHT OF HORSES IN NEED. | Description1Txt |
| Expenses1 | $1,546,593 | 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 | $34,911,909 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,891,391 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,803,300 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,803,300 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $567,050 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,236,250 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,861,813 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,861,813 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,505 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $26,922 | IncomeTaxAmt |
| Total Tax | $59,427 | TotalTaxAmt |
| Distributable Before Adj | $1,802,386 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,802,386 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,802,386 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,891,630 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,891,630 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,802,386 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,707,007 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,891,630 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,707,007 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $184,623 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,617,763 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALICIA GOETZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A MAN WITH A HORSE | |||||||||||
| 4 JETT CT | ASHVILLE | NC | 288063909 | NONE | PUBLIC CHARITY | TO BRINGING HORSES AND HUMANS TOGETHER FOR HOLISTIC LEARNING AND HEALING | $5,000 | ||||
| AHA | |||||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PUBLIC CHARITY | TO HELP MORE PEOPLE FIGHT BACK AGAINST HIGH BLOOD PRESSURE. | $20,000 | ||||
| ANIMAL ASSISTED HAPPINESS | |||||||||||
| 999 E CARIBBEAN DR | SUNNYVALE | CA | 94089 | NONE | PUBLIC CHARITY | TO ENRICH THE LIVES OF YOUTH WITH NEEDS THROUGH BARNYARD ANIMAL INTERACTIONS | $10,036 | ||||
| CA DOODLE RESCUE | |||||||||||
| 19381 WEYMOUTH LN | HUNTINGTON BEACH | CA | 92646 | NONE | PUBLIC CHARITY | TO RESCUE, FOSTER, AND FIND SAFE LOVING HOMES FOR POODLE MIXED BREED DOGS AFFECTIONATELY KNOWN AS 'DOODLES'. | $10,000 | ||||
| DAVID SHELDRIC WILDLIFE TRUST | |||||||||||
| NONE | PUBLIC CHARITY | TO PROTECT AFRICA'S WILDLIFE AND TO PRESERVE HABITATS FOR THE FUTURE OF ALL WILD SPECIES. | $20,000 | PO BOX 15555 | MBAGATHI | KE | |||||
| EQUINE ADVOCATES | |||||||||||
| 3212 NY-66 | VALATIE | NY | 12184 | NONE | PUBLIC CHARITY | TO RESCUE, PROTECT AND PREVENT ABUSE OF EQUINES | $10,000 | ||||
| FARM SANCTUARY | |||||||||||
| PO BOX 150 | WATKINS GLEN | NY | 14891 | NONE | PUBLIC CHARITY | TO COMBAT THE ABUSES OF FACTORY FARMING, ADVOCATE FOR INSTITUTIONAL REFORMS, AND ENCOURAGE A NEW AWARENESS AND UNDERSTANDING OF FARM ANIMALS AND THE BENEFITS OF PLANT-BASED LIVING. | $50,000 | ||||
| FRIENDS OF LAUGHING BUCK FARMS | |||||||||||
| 3724 N CO RD 13 | FORT COLLINS | CO | 80524 | NONE | PUBLIC CHARITY | TO DEVELOPING AND SUPPORTING EDUCATIONAL AND THERAPEUTIC HORSE AND FARM EXPERIENCES | $5,000 | ||||
| HEART OF HORSE SENSE | |||||||||||
| 7041 MEADOWS TOWN RD | MARSHALL | NC | 28753 | NONE | PUBLIC CHARITY | TO PROVIDE PROFESSIONAL TRAUMA INFORMED EQUINE- ASSISTED SERVICES FOR VETERANS | $5,000 | ||||
| HEEHAW DONKEY RESCUE | |||||||||||
| 12906 APPALOOSA AVE | WELLINGTON | CO | 80549 | NONE | PUBLIC CHARITY | TO RESCUE, REHABILITATE, RE-TRAIN, AND RE-HOME DONKEYS | $10,000 | ||||
| HOOVES | |||||||||||
| 4055 WILKINS ROAD | SWANTON | OH | 43558 | NONE | PUBLIC CHARITY | TO PROVIDE AN EQUINE-GUIDED TRANSFORMATIVE EXPERIENCE THAT PROMOTES SUSTAINABLE PERSONAL GROWTH, HARNESSES THE POWER OF HEALING, AND INSPIRES THE REALIZATION OF MIRACLES IN EVERYDAY LIFE | $20,000 | ||||
| HORSES FOR MENTAL HEALTH | |||||||||||
| 3039 CANYON LINK DR | PARK CITY | UT | 84098 | NONE | PUBLIC CHARITY | TO INCREASE AWARENESS, PUBLIC ENGAGEMENT, FUNDS, AND ACCESS TO PROGRAMS INCORPORATING HORSES FOR MENTAL HEALTH AND PERSONAL GROWTH | $50,000 | ||||
| HUMANE SOCIETY OF SV | |||||||||||
| 901 AMES AVE | MILPITAS | CA | 95035 | NONE | PUBLIC CHARITY | SAVING LIVES, KEEPING FAMILIES TOGETHER, AND CREATING A BETTER FUTURE FOR ANIMALS IN OUR COMMUNITY AND BEYOND | $10,000 | ||||
| MERCY FOR ANIMALS | |||||||||||
| 8033 SUNSET BLVD SUITE 864 | LOS ANGELES | CA | 90046 | NONE | PUBLIC CHARITY | TO END INDUSTRIAL ANIMAL AGRICULTURE BY CONSTRUCTING A JUST AND SUSTAINABLE FOOD SYSTEM. | $50,000 | ||||
| ONE STEP CLOSER | |||||||||||
| 3120 SOUTHWEST FWY STE 101 PMB | HOUSTON | TX | 770984520 | NONE | PUBLIC CHARITY | TO IMPROVE THE LIVES OF THOSE WHO SUFFER FROM CEREBRAL PALSY ALONG WITH VARIOUS DISABILITIES. | $10,000 | 74405 | |||
| PINE NUT ADVOCATES | |||||||||||
| PO BOX 2843 | GARDNERVILLE | NV | 89410 | NONE | PUBLIC CHARITY | TO PROTECT THE WILD HORSES ON THE FISH SPRINGS RANGE IN THE PINE NUT MOUNTAINS OF NEVADA. | $10,000 | ||||
| PROJECT COYOTE | |||||||||||
| PO BOX 5007 | LARKSPUR | CA | 94977 | NONE | PUBLIC CHARITY | TO PROTECT NORTH AMERICAS WILD CARNIVORES AND PROMOTE COMPASSIONATE COEXISTENCE THROUGH EDUCATION, SCIENCE, ADVOCACY AND COALITION BUILDING | $5,000 | ||||
| WATERSHEDS | |||||||||||
| 1327 SOUTH 46TH STREET BUILDING 155 | RICHMOND | CA | 94804 | NONE | PUBLIC CHARITY | TO INSPIRE SAN FRANCISCO BAY AREA COMMUNITIES TO UNDERSTAND, APPRECIATE, AND PROTECT OUR LOCAL WATERSHEDS. | $20,000 | ||||
| WILD HORSE CONNECTION | |||||||||||
| PO BOX 54 | DAYTON | NV | 89403 | NONE | PUBLIC CHARITY | TO PROTECT AND PRESERVE AMERICA'S WILD MUSTANGS | $10,000 | ||||
| WILD NARRATIVE PROJECT | |||||||||||
| 860 HOLLY LN | PETALUMA | CA | 94952 | NONE | PUBLIC CHARITY | TO INVESTIGATING HOW PUBLIC LANDS ARE MANAGED AND WHO BENEFITS FROM THOSE DECISIONS. | $10,000 | ||||
| WILDLIFE CENTER OF SV | |||||||||||
| 3027 PENITENCIA CREEK RD | SAN JOSE | CA | 95132 | NONE | PUBLIC CHARITY | TO PROVIDE QUALITY MEDICAL CARE AND REHABILITATION FOR INJURED, SICK, AND ORPHANED WILDLIFE WITHIN THE SILICON VALLEY COMMUNITY | $5,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $345,036 | 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 | $43,156 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $577,846 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,061,932 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,682,934 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,682,934 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ALICIA GOETZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FRANK RIMERMAN CO 1801 PAGE MIL | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $21,238 | 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 | $21,750 | Amt |
| Net Investment Income | $5,440 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,440 | 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 | $30,060 | SL | 7.000000000000 | $0 | $0 |
| FENCE | 2014-10-01 | $80,192 | $48,782 | SL | 15.000000000000 | $5,346 | $0 |
| DODGE TRUCK | 2014-10-31 | $22,604 | $22,604 | SL | 5.000000000000 | $0 | $0 |
| SKID STEER | 2014-11-21 | $41,165 | $41,165 | SL | 5.000000000000 | $0 | $0 |
| BACK HOE | 2015-09-23 | $53,619 | $53,619 | SL | 5.000000000000 | $0 | $0 |
| MOTOR GRADER | 2015-09-23 | $52,617 | $52,617 | SL | 5.000000000000 | $0 | $0 |
| FENCE | 2015-03-01 | $144,382 | $85,422 | SL | 15.000000000000 | $9,625 | $0 |
| FENCE | 2015-05-01 | $59,141 | $34,008 | SL | 15.000000000000 | $3,943 | $0 |
| FENCE | 2015-08-01 | $68,693 | $38,357 | SL | 15.000000000000 | $4,580 | $0 |
| FENCE | 2015-11-01 | $132,626 | $71,841 | SL | 15.000000000000 | $8,842 | $0 |
| WATER TROUGHS & CONCRETE | 2015-08-15 | $185,332 | $105,018 | SL | 15.000000000000 | $12,355 | $0 |
| CORRALS | 2015-08-15 | $71,804 | $40,689 | SL | 15.000000000000 | $4,787 | $0 |
| ROADS | 2015-08-15 | $178,186 | $100,972 | SL | 15.000000000000 | $11,879 | $0 |
| WELLS/TANKS/PUMPS | 2015-08-15 | $61,105 | $34,629 | SL | 15.000000000000 | $4,074 | $0 |
| BARN | 2015-08-15 | $97,097 | $20,854 | SL | 39.000000000000 | $2,490 | $0 |
| BARN | 2016-03-08 | $29,678 | $5,929 | SL | 39.000000000000 | $761 | $0 |
| FENCE | 2016-03-01 | $49,492 | $24,743 | SL | 15.000000000000 | $3,299 | $0 |
| ROADS | 2016-03-25 | $420 | $210 | SL | 15.000000000000 | $28 | $0 |
| ROADS | 2016-07-15 | $11,948 | $5,977 | SL | 15.000000000000 | $797 | $0 |
| ROADS | 2016-10-15 | $17,300 | $8,648 | SL | 15.000000000000 | $1,153 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SCHF USTE, LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $36,665,242 | BookValueAmt |
| EOYFMV | $36,665,242 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| CHUTE | $30,060 | $30,060 | $0 |
| FENCE | $80,192 | $54,128 | $26,064 |
| DODGE TRUCK | $22,604 | $22,604 | $0 |
| SKID STEER | $41,165 | $41,165 | $0 |
| BACK HOE | $53,619 | $53,619 | $0 |
| MOTOR GRADER | $52,617 | $52,617 | $0 |
| FENCE | $144,382 | $95,047 | $49,335 |
| FENCE | $59,141 | $37,951 | $21,190 |
| FENCE | $68,693 | $42,937 | $25,756 |
| FENCE | $132,626 | $80,683 | $51,943 |
| WATER TROUGHS & CONCRETE | $185,332 | $117,373 | $67,959 |
| CORRALS | $71,804 | $45,476 | $26,328 |
| ROADS | $178,186 | $112,851 | $65,335 |
| WELLS/TANKS/PUMPS | $61,105 | $38,703 | $22,402 |
| BARN | $97,097 | $23,344 | $73,753 |
| BARN | $29,678 | $6,690 | $22,988 |
| FENCE | $49,492 | $28,042 | $21,450 |
| ROADS | $420 | $238 | $182 |
| ROADS | $11,948 | $6,774 | $5,174 |
| ROADS | $17,300 | $9,801 | $7,499 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION RECEIVABLE (SCHF) | Desc |
| BOY Book Value | $1,823,050 | BOYBookValueAmt |
| EOY Book Value | $1,997,051 | EOYBookValueAmt |
| EOYFMV | $1,997,051 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| VEHICLE REPAIRS AND MAINTENANCE | $1,338 | $0 | $1,338 |
| DISPOSAL FEES | $502 | $0 | $502 |
| FILING FEES | $200 | $0 | $0 |
| FEED | $69,951 | $0 | $69,951 |
| GAS/PROPANE | $37,110 | $0 | $37,110 |
| HAY FARMING | $30,469 | $0 | $30,469 |
| UTILITIES | $23,143 | $0 | $23,143 |
| VETERINARIAN | $68,179 | $0 | $68,179 |
| FARM EQUIPMENT | $82,318 | $0 | $82,318 |
| DESIGN COST FOR NEW FARM STRUCTURES | $518,590 | $0 | $518,590 |
| RANCH SUPPLIES & SERVICES | $75,361 | $0 | $75,361 |
| FEES, BUSINESS EXPENSES & WEBSITE UPDATE | $56,583 | $0 | $56,583 |
| RANCH IMPROVEMENTS | $30,958 | $0 | $30,958 |
| OTHER LOSS PASSTHROUGH: SCHF USTE, LP | $195,586 | $195,586 | $0 |
| HORSE RESCUE | $3,835 | $0 | $3,835 |
| 2 FARM STRUCTURES | $176,863 | $0 | $176,863 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBTI INCOME EXCLUDED REPORTED ON 990-T | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$143,446 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM K-1: SCHF USTE, L.P. - UNREALIZED APPRECIATION AND TIMING DIFFERENCES | Desc |
| Amt | $3,114,919 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICIA GOETZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FRANK RIMERMAN COLLP 1801 PAGE | AddressLine1Txt |
| Address Line2 | MILL ROAD SUITE 100 | AddressLine2Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $19,553 | $0 | $0 |
| PAYROLL TAX | $27,846 | $0 | $27,846 |