WESTMEATH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WESTMEATH FOUNDATION (EIN 46-1350014)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-04
- IRS object ID
- 202543089349101804
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Reasonable Cause Explanation
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-04T14:27:42-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 461350014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Westmeath Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kathy Kellanaers | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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 | $102,016,975 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $38,917 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38,917 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,615,875 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,615,875 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,654,792 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,654,792 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $95,589 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,342 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,342 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $123,752 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $123,720 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $230,683 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $135,062 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,745,936 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,745,936 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,976,619 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,880,998 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $678,173 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,654,760 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,279,402 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,960,075 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,960,075 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $63,013,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $63,013,500 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $98,564,400 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $495,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $492,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $492,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $65,787,902 | TotalAssetsBOYAmt |
| Total Assets EOY | $66,466,075 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $102,016,975 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $65,787,902 | RetainedEarningBOYAmt |
| Retained Earning EOY | $66,466,075 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $65,787,902 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $66,466,075 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $65,787,902 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $66,466,075 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $65,787,902 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $678,173 | ExcessRevenueOverExpensesAmt |
| Subtotal | $66,466,075 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $66,466,075 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $64,701 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $64,701 | SubtotalAmt |
| Tax Based On Investment Income | $64,701 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $43,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $22,900 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $66,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,399 | OverpaymentAmt |
| Applied To ES Tax | $1,399 | AppliedToESTaxAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | 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 |
| Business Holdings | Yes (true) | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Wendy Bircher | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 8.0 | $5,000 | $0 | $0 |
| Kathy L Kellenaers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $5,000 | $0 | $0 |
| Rhonda I Ledford | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Fl | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $121,835 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,028,946 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $98,564,400 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $100,593,346 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $100,593,346 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,508,900 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $99,084,446 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,954,222 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,954,222 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $64,701 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $64,701 | TotalTaxAmt |
| Distributable Before Adj | $4,889,521 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,892,021 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,892,021 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,880,998 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,880,998 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,892,021 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,280,301 | UndistributedIncomePYAmt |
| Qualifying Distributions | $3,880,998 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,280,301 | AppliedToYear1Amt |
| Applied To Current Year | $1,600,697 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $3,291,324 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (131 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 4 THE CHILDREN | |||||||
| 129 COUNTY RD 250 | DURANGO | CO | 81301 | N/A | PC | 4 the Children General Operating Funds and Program Expansion | $30,000 |
| A SANCTUARY FOR MILITARY FAMILIES INC | |||||||
| PO BOX 1563 | GRANBY | CO | 80446 | N/A | PC | Creating A Sanctuary for At-Risk Military Families | $157,500 |
| A SANCTUARY FOR MILITARY FAMILIES INC | |||||||
| PO BOX 1563 | GRANBY | CO | 80446 | N/A | PC | Project Sanctuary Therapeutic Retreat Center Capital Campaign | $250,000 |
| ADAPTIVE SPORTS ASSOCIATON | |||||||
| PO BOX 1884 | DURANGO | CO | 81302 | N/A | PC | Organizational Support | $40,000 |
| ALLIANCE FOR CHOICE IN EDUCATION | |||||||
| 5251 DTC PKWY STE 300 | GREENWOOD VILLAGE | CO | 80111 | N/A | PC | Scholarship Fund for K-12 Students in Colorado an New Mexico | $450,000 |
| ANNIES ORPHANS | |||||||
| 1630 COUNTY RD 214 | DURANGO | CO | 81303 | N/A | PC | To provide assistance to the shelter for food and supplies | $2,000 |
| ARCHULETA COUNTY 4-H COUNCIL | |||||||
| PO BOX 370 | PAGOSA SPRINGS | CO | 81147 | N/A | PC | 4-H Concessions/office fund | $11,313 |
| ARCHULETA COUNTY 4-H COUNCIL | |||||||
| PO BOX 370 | PAGOSA SPRINGS | CO | 81147 | N/A | PC | General & Unrestricted | $20,500 |
| B Gutierrez | |||||||
| 25 Road 5472 | Farmington | NM | 87401 | NONE | I | Hardship Assistance Grant | $6,500 |
| BIG BROTHERS BIG SISTERS OF SOUTHWEST COLORADO | |||||||
| PO BOX 2154 | DURANGO | CO | 81302 | N/A | PC | General & Unrestricted | $25,000 |
| BIG BROTHERS-BIG SISTERS OF CENTRAL NEW MEXICO | |||||||
| 308 N LOCKE AVE | FARMINGTON | NM | 87401 | N/A | PC | Farmington Area School Initiative | $25,000 |
| BLUE STAR MOTHERS OF AMERICA INC | |||||||
| PO BOX 917 | FLORA VISTA | NM | 87415 | N/A | PC | General & Unrestricted | $5,000 |
| BLUE STAR MOTHERS OF AMERICA INC | |||||||
| PO BOX 917 | FLORA VISTA | NM | 87415 | N/A | PC | Active Duty Warriors, Veterans, Gold Star Family Support | $10,000 |
| BOYS & GIRLS CLUB OF FARMINGTON | |||||||
| 1925 POSITIVE WAY | FARMINGTON | NM | 87401 | N/A | PC | General & Unrestricted | $57,500 |
| BOYS AND GIRLS CLUB OF LA PLATA COUNTY INC | |||||||
| 2750 MAIN AVE | DURANGO | CO | 81301 | N/A | PC | General & Unrestricted | $20,000 |
| C Herrera | |||||||
| 9 Road 1636 | Farmington | NM | 87401 | NONE | I | Hardship Assistance Grant | $6,500 |
| CALIENTE CHOIR INC | |||||||
| PO BOX 613 | BLANCO | NM | 87412 | N/A | PC | General & Unrestricted | $7,500 |
| CAMP ENCHANTMENT NEW MEXICO | |||||||
| 2453 MANZANO LOOP NE | RIO RANCHO | NM | 87144 | N/A | PC | General & Unrestricted | $30,000 |
| CATHOLIC HEALTH INITIATIVES COLORADO FOUNDATION | |||||||
| 9100 E MINERAL CIR | CENTENNIAL | CO | 80112 | N/A | PC | Purchasing a NICU blanket for the Mercy Hospital in Durango, CO | $35,000 |
| CHILDHAVEN INC | |||||||
| 807 W APACHE ST | FARMINGTON | NM | 87401 | N/A | PC | General & Unrestricted | $37,500 |
| CHILDRENS HOSPITAL COLORADO | |||||||
| PO BOX 5585 | DENVER | CO | 80217 | N/A | PC | Mental Health Support | $250,000 |
| CHILDRENS HOSPITAL COLORADO | |||||||
| PO BOX 5585 | DENVER | CO | 80217 | N/A | PC | 2025 Telehealth Initiative between Pediatric Partners of the Southwest and Children's Hospital Colorado | $209,522 |
| CHILDRENS HOSPITAL COLORADO | |||||||
| PO BOX 5585 | DENVER | CO | 80217 | N/A | PC | General & Unrestricted | $20,000 |
| COLORADO 4-H FOUNDATION INC | |||||||
| 2500 MAIN AVE | DURANGO | CO | 81301 | N/A | PC | Funds are to go to horse council | $5,000 |
| DENVER EARTH RESOURCES LIBRARY | |||||||
| 730 17TH ST | DENVER | CO | 80202 | N/A | PC | General & Unrestricted | $37,500 |
| DURANGO ANIMAL CONNECTION | |||||||
| 161 STILLS LN | DURANGO | CO | 81303 | N/A | PC | Ute Mountain Ute Project | $7,000 |
| DURANGO EDUCATION FOUNDATION | |||||||
| 281 SAWYER DR STE 100 | DURANGO | CO | 81303 | N/A | PC | Durango Education Foundation CORE Program | $27,422 |
| DURANGO FOOD BANK | |||||||
| 194 BODO DR UNIT C | DURANGO | CO | 81303 | N/A | PC | General & Unrestricted | $5,000 |
| DURANGO INSTRUMENTAL MUSIC BOOSTER CLUB INC | |||||||
| PO BOX 2187 | DURANGO | CO | 81302 | N/A | PC | DIMBC Instrument & Equipment Purchases | $30,243 |
| DURANGO SCHOOL DISTRICT NO 9-R | |||||||
| 201 EAST 12TH ST | DURANGO | CO | 81301 | N/A | GOV | Durango School District Special Education Funding | $10,000 |
| E Willis | |||||||
| 307 Swire Avenue | Aztec | NM | 87410 | NONE | I | Hardship Assistance Grant | $6,500 |
| ECONOMIC COUNCIL HELPING OTHERS INC | |||||||
| 1921 E MURRAY DR | FARMINGTON | NM | 87401 | N/A | PC | Breakfast for Kids Summer Backpack Program | $7,000 |
| EQUAL ACCESS TO JUSTICE INC | |||||||
| PO BOX 25941 | ALBUQUERQUE | NM | 87125 | N/A | PC | General & Unrestricted | $5,000 |
| FAMILY CRISIS CENTER | |||||||
| 208 E APACHE ST | FARMINGTON | NM | 87401 | N/A | PC | Marge's Place Protective Shelter for victims and child witnesses/victims of domestic violence | $25,000 |
| FAMILY HOMESTEAD | |||||||
| PO BOX 40186 | DENVER | CO | 80204 | N/A | PC | Transitional Housing | $75,000 |
| FORT LEWIS COLLEGE FOUNDATION | |||||||
| 1000 RIM DR | DURANGO | CO | 81301 | N/A | PC | Campbell Center Support | $10,000 |
| FORT LEWIS COLLEGE FOUNDATION | |||||||
| 1000 RIM DR | DURANGO | CO | 81301 | N/A | PC | Field Camp Experience | $10,000 |
| FORT LEWIS COLLEGE FOUNDATION | |||||||
| 1000 RIM DR | DURANGO | CO | 81301 | N/A | PC | Westmeath Foundation Scholarship fund | $15,000 |
| FOUR CORNERS EQUINE RESCUE | |||||||
| 22 RD 3334 | AZTEC | NM | 87410 | N/A | PC | Purchase Feed | $30,000 |
| FOUR CORNERS FOUNDATION INC | |||||||
| PO BOX 5160 | FARMINGTON | NM | 87499 | N/A | PC | FMS Threads Student Clothes Bank | $20,000 |
| FOUR CORNERS FOUNDATION INC | |||||||
| PO BOX 5160 | FARMINGTON | NM | 87499 | N/A | PC | FCF NON-PROFIT PARTNER | $38,800 |
| GRACE PLACE FOR WOMEN INC | |||||||
| 4801 N BUTLER AVE STE 3102 | FARMINGTON | NM | 87401 | N/A | PC | General & Unrestricted | $2,000 |
| GRACES HOPE FOUNDATION | |||||||
| PO BOX 465 | LA PLATA | NM | 87418 | N/A | PC | Purchase Feed | $5,000 |
| GREG LENTZ MINISTRIES | |||||||
| PO BOX 6463 | ASHEVILLE | NC | 28816 | N/A | PC | General & Unrestricted | $2,000 |
| GRIEF CENTER OF SOUTHWEST COLORADO | |||||||
| 281 GULCH RD | DURANGO | CO | 81303 | N/A | PC | General & Unrestricted | $4,000 |
| H Tubbs | |||||||
| 304 N Church Street | Bloomfield | NM | 87413 | NONE | I | Hardship Assistance Grant | $6,500 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| PO BOX 324 | FARMINGTON | NM | 87499 | N/A | PC | Veteran Ramp Build | $1,200 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| PO BOX 324 | FARMINGTON | NM | 87499 | N/A | PC | Aztec New Home Build / Bloomfield Remodel | $25,000 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $15,000 |
| HIGH DESERT DEVO INC | |||||||
| PO BOX 1344 | CORTEZ | CO | 81321 | N/A | PC | Ute Mountain Ute Programming | $30,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | N/A | PC | General & Unrestricted | $50,000 |
| HIVE DGO | |||||||
| 1175 CAMINO DEL RIO | DURANGO | CO | 81301 | N/A | PC | Grow The Hive to Thrive | $15,000 |
| HOUSES WITH HOPE INC | |||||||
| PO BOX 47 | FARMINGTON | NM | 87499 | N/A | PC | General & Unrestricted | $2,000 |
| IGW CHILDRENS HOPE FOUNDATION INC | |||||||
| 1503 SCHOFIELD LN | FARMINGTON | NM | 87401 | N/A | PC | General & Unrestricted | $1,000 |
| IGW CHILDRENS HOPE FOUNDATION INC | |||||||
| 1503 SCHOFIELD LN | FARMINGTON | NM | 87401 | N/A | PC | Family Care and Support Services | $65,000 |
| INSPIRE HEART INC | |||||||
| 5700 RINCONADA ST | FARMINGTON | NM | 87402 | N/A | PC | Art Therapy and mental wellness | $45,000 |
| INSPIRE HEART INC | |||||||
| 5700 RINCONADA ST | FARMINGTON | NM | 87402 | N/A | PC | General & Unrestricted | $3,500 |
| ITS MY VERY OWN BAGS OF LOVE SAN JUAN CHAPTER | |||||||
| 7320 TUSCANY WAY | FARMINGTON | NM | 87402 | N/A | PC | General & Unrestricted | $8,000 |
| J Chivers | |||||||
| 7 Road 3191 | Aztec | NM | 87410 | NONE | I | Hardship Assistance Grant | $6,500 |
| J Dominguez | |||||||
| 304 Gila Rd | Aztec | NM | 87410 | NONE | I | Hardship Assistance Grant | $6,500 |
| J Huber | |||||||
| 269 Jenkins Ranch Rd | Durango | CO | 81301 | NONE | I | Hardship Assistance Grant | $6,500 |
| JIM AND ELIZABETH SULLIVAN FOUNDATION FOR THE ARTS | |||||||
| 1820 W 2ND AVE | DURANGO | CO | 81301 | N/A | PC | music lesson Scholarship Fund | $1,000 |
| K Sharp | |||||||
| 3211 Foutz Road | Farmington | NM | 87401 | NONE | I | Hardship Assistance Grant | $6,500 |
| KNOW THE SNOW | |||||||
| 1467 COUNTY RD 303 | DURANGO | CO | 81303 | N/A | PC | Youth Avalanche Courses | $3,000 |
| KNOW YOUR DOUGH | |||||||
| 3710 MAIN AVE STE 101 | DURANGO | CO | 81301 | N/A | PC | Financial Literacy Program Expansion | $4,000 |
| LA PLATA COUNTY 4-H COUNCIL | |||||||
| 2500 MAIN AVE | DURANGO | CO | 81301 | N/A | PC | La Plata County 4-H Project | $30,000 |
| LA PLATA COUNTY 4-H COUNCIL | |||||||
| 2500 MAIN AVE | DURANGO | CO | 81301 | N/A | PC | Ignite 4-H Conference in Washington DC | $10,000 |
| LA PLATA COUNTY HUMANE SOCIETY | |||||||
| 1111 S CAMINO DEL RIO | DURANGO | CO | 81303 | N/A | PC | To provide assistance to the shelter for food and supplies | $2,000 |
| LA PLATA YOUTH SERVICES INC | |||||||
| 2490 MAIN AVE | DURANGO | CO | 81301 | N/A | PC | General Operating | $35,000 |
| LA PLATA YOUTH SERVICES INC | |||||||
| 2490 MAIN AVE | DURANGO | CO | 81301 | N/A | PC | Implementing Restorative Practices & Justice to Support La Plata County Youth | $15,000 |
| LIBERTY SCHOOL INC | |||||||
| 3107 WESTERN AVE | DURANGO | CO | 81301 | N/A | PC | General Scholarship Fund | $15,000 |
| LIBERTY SCHOOL INC | |||||||
| 3107 WESTERN AVE | DURANGO | CO | 81301 | N/A | PC | Support for Tutor / Teacher Wages | $25,000 |
| MANNA-THE DURANGO SOUP KITCHEN | |||||||
| PO BOX 1196 | DURANGO | CO | 81302 | N/A | PC | Children's meal programs | $5,000 |
| MASADA HOUSE INC | |||||||
| 610 N DUSTIN AVE | FARMINGTON | NM | 87401 | N/A | PC | Delahunty House Program | $5,000 |
| MONTEZUMA COUNTY 4-H COUNCIL | |||||||
| 103 N CHESTNUT ST | CORTEZ | CO | 81321 | N/A | PC | Montezuma County 4H Youth Development | $15,000 |
| MONTEZUMA COUNTY 4-H COUNCIL | |||||||
| 103 N CHESTNUT ST | CORTEZ | CO | 81321 | N/A | PC | Youth in Agriculture | $5,000 |
| MONTEZUMA SCHOOL TO FARM PROJECT | |||||||
| 30 N BEECH ST UNIT B | CORTEZ | CO | 81321 | N/A | PC | Montezuma County Garden Education | $20,000 |
| MONTROSE REGIONAL LIBRARY DISTRICT | |||||||
| 302 S 2ND ST | MONTROSE | CO | 81401 | N/A | GOV | General & Unrestricted | $1,000 |
| MONTROSE REGIONAL LIBRARY DISTRICT | |||||||
| 302 S 2ND ST | MONTROSE | CO | 81401 | N/A | GOV | For the benefit of Naturita Community Library | $6,000 |
| NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN | |||||||
| 607 MERINO KRAAL ST | FARMINGTON | NM | 87401 | N/A | PC | Patriot Marker purchased by the New Mexico Desert Gold Chapter of the Daughters of the American Revolution (DAR) and General & Unrestricted | $1,500 |
| NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN | |||||||
| 607 MERINO KRAAL ST | FARMINGTON | NM | 87401 | N/A | PC | Good Citizen Scholarship award fund | $15,000 |
| NEW MEXICO BOYS & GIRLS RANCHES | |||||||
| 6209 HENDRIX RD NE | ALBUQUERQUE | NM | 87110 | N/A | PC | Facilities Upgrade fund | $20,000 |
| NEW MEXICO FOUNDATION FOR DENTAL HEALTH RESEARCH A | |||||||
| PO BOX 16854 | ALBUQUERQUE | NM | 87191 | N/A | PC | Give Kids a Smile and We Smiles | $34,701 |
| NEW MEXICO STATE UNIVERSITY | |||||||
| PO BOX 30001 | LAS CRUCES | NM | 88003 | N/A | GOV | San Juan County Cooperative Extension Youth and Community Development | $60,000 |
| PARADOX VALLEY SCHOOL | |||||||
| PO BOX 570 | NUCLA | CO | 81424 | N/A | PC | General & Unrestricted | $1,000 |
| PARKERS ANIMAL RESCUE | |||||||
| PO BOX 4438 | DURANGO | CO | 81302 | N/A | PC | General & Unrestricted | $2,000 |
| PEAK FOOTBALL CLUB | |||||||
| 137 JJ RD | BAYFIELD | CO | 81122 | N/A | PC | General & Unrestricted | $4,000 |
| PEOPLE ASSISTING THE HOMELESS INC | |||||||
| 520 HYDRO PLANT RD | FARMINGTON | NM | 87401 | N/A | PC | Veterans/ Children | $40,000 |
| PRESBYTERIAN HEALTHCARE FOUNDATION | |||||||
| PO BOX 26666 | ALBUQUERQUE | NM | 87125 | N/A | PC | Presbyterian Pace Academy | $20,000 |
| PRESBYTERIAN HEALTHCARE FOUNDATION | |||||||
| PO BOX 26666 | ALBUQUERQUE | NM | 87125 | N/A | PC | NICU Warmers | $16,534 |
| PRESBYTERIAN MEDICAL SERVICES | |||||||
| 1422 PASEO DE PERALTA | SANTA FE | NM | 87501 | N/A | PC | Family Resource Center | $100,000 |
| REGIONAL ANIMAL SHELTER FOUNDATION INC | |||||||
| PO BOX 692 | FARMINGTON | NM | 87499 | N/A | PC | General & Unrestricted | $20,000 |
| ROCKY MOUNTAIN FISHER HOUSE FOUNDATION | |||||||
| 303 S BROADWAY STE 200 PMB 412 | DENVER | CO | 80209 | N/A | PC | Gift Cards for Fisher House Families | $22,000 |
| RONALD MCDONALD HOUSE CHARITIES OF DENVER INC | |||||||
| 1300 E 21ST AVE | DENVER | CO | 80205 | N/A | PC | General & Unrestricted | $30,000 |
| RONALD MCDONALD HOUSE CHARITIES OF NEW MEXICO | |||||||
| 1011 YALE BLVD NE | ALBUQUERQUE | NM | 87106 | N/A | PC | General & Unrestricted | $41,000 |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN COLORA | |||||||
| 4223 ROYAL PINE DR | COLORADO SPGS | CO | 80920 | N/A | PC | General & Unrestricted | $30,000 |
| SALVATION ARMY | |||||||
| 319 W BROADWAY | FARMINGTON | NM | 87401 | N/A | PC | General & Unrestricted | $1,000 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Operation Heal our Patriots | $2,000 |
| SAN JUAN ANIMAL LEAGUE | |||||||
| PO BOX 142 | FARMINGTON | NM | 87499 | N/A | PC | Food and Supplies for the Aztec Shelter | $5,000 |
| SAN JUAN CENTER FOR INDEPENDENCE INC | |||||||
| 1204 SAN JUAN BLVD | FARMINGTON | NM | 87401 | N/A | PC | SJCI Youth Wellness | $10,000 |
| SAN JUAN COLLEGE FOUNDATION | |||||||
| 4601 COLLEGE BLVD | FARMINGTON | NM | 87402 | N/A | SO III FI | San Juan College Foundation Hunger Strike Force Project | $25,000 |
| SAN JUAN COLLEGE FOUNDATION | |||||||
| 4601 COLLEGE BLVD | FARMINGTON | NM | 87402 | N/A | SO III FI | CLEAR Program | $25,000 |
| SAN JUAN COLLEGE FOUNDATION | |||||||
| 4601 COLLEGE BLVD | FARMINGTON | NM | 87402 | N/A | SO III FI | Scholarship Fund and emergency funding for the SJC Foundation and Achieving the Dream program | $110,000 |
| SAN JUAN COLLEGE FOUNDATION | |||||||
| 4601 COLLEGE BLVD | FARMINGTON | NM | 87402 | N/A | SO III FI | 2024 San Juan Regional Science and Engineering Fair | $13,850 |
| SAN JUAN COUNTY LIFE SKILLS FOUNDATION | |||||||
| PO BOX 360 | KIRTLAND | NM | 87417 | N/A | PC | Life Skills Programs - Sustain and Expand | $35,000 |
| SAN JUAN COUNTY LIFE SKILLS FOUNDATION | |||||||
| PO BOX 360 | KIRTLAND | NM | 87417 | N/A | PC | First Tee Four Corners Veterans Program | $10,000 |
| SAN JUAN MEDICAL FOUNDATION INC | |||||||
| PO BOX 110 | FARMINGTON | NM | 87499 | N/A | PC | TOCO Fetal Monitors | $3,430 |
| SAN JUAN SYMPHONY | |||||||
| 528C MAIN AVE | DURANGO | CO | 81301 | N/A | PC | Musician Makers Scholarship Fund | $6,000 |
| SAN JUAN SYMPHONY | |||||||
| 528C MAIN AVE | DURANGO | CO | 81301 | N/A | PC | The Musician Makers Scholarship Fund | $1,500 |
| SAN MIGUEL COUNTY | |||||||
| PO BOX 486 | NORWOOD | CO | 81423 | N/A | GOV | 2024 San Miguel Basin Fair | $10,000 |
| SAN MIGUEL RESOURCE CENTER | |||||||
| PO BOX 3243 | TELLURIDE | CO | 81435 | N/A | PC | West End Victim Services and Youth Prevention Education | $10,000 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | Early Steps to School Success | $60,000 |
| SECOND WIND FUND INC | |||||||
| 303 E 17TH AVE STE 208 | DENVER | CO | 80203 | N/A | PC | Increasing Access to Mental Health Care for Youth At Risk in Southwest Colorado | $20,000 |
| SEXUAL ASSAULT SERVICES OF NORTHWEST NEW MEXICO IN | |||||||
| 622 W MAPLE ST STE F | FARMINGTON | NM | 87401 | N/A | PC | In support of youth programs | $10,000 |
| SEXUAL ASSAULT SERVICES ORGANIZATION | |||||||
| PO BOX 2723 | DURANGO | CO | 81302 | N/A | PC | In support of Youth programs | $10,000 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| PO BOX 947765 | ATLANTA | GA | 30394 | N/A | PC | General & Unrestricted | $20,000 |
| SPECIAL OLYMPICS NEW MEXICO INC | |||||||
| 6600 PALOMAS AVE NE 207 | ALBUQUERQUE | NM | 87109 | N/A | PC | General & Unrestricted | $2,500 |
| SPECIAL OLYMPICS NEW MEXICO INC | |||||||
| 6600 PALOMAS AVE NE 207 | ALBUQUERQUE | NM | 87109 | N/A | PC | Special Olympics New Mexico Area 1 | $40,000 |
| SPRING CREEK HORSE RESCUE | |||||||
| 2888 COUNTY RD 234 | DURANGO | CO | 81301 | N/A | PC | General & Unrestricted | $30,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $20,000 |
| TELLURIDE ADAPTIVE SKI PROGRAM | |||||||
| PO BOX 2254 | TELLURIDE | CO | 81435 | N/A | PC | Stars, Stripes and Summits Programming - General Operating fund | $35,000 |
| TELLURIDE FOUNDATION | |||||||
| PO BOX 4222 | TELLURIDE | CO | 81435 | N/A | PC | West End Public Schools (WEPS) Highschool Apprenticeship Program | $25,000 |
| THE SALVATION ARMY | |||||||
| 2707 E VAN BUREN ST | PHOENIX | AZ | 85008 | N/A | PC | Christmas Angels Youth Programming-Farmington, New Mexico Corps | $25,000 |
| UNIVERSITY OF NEW MEXICO FOUNDATION INCORPORATED | |||||||
| TWO WOODWARD CTR 700 LOMAS BLVD NE | ALBUQUERQUE | NM | 87102 | N/A | PC | General & Unrestricted | $64,921 |
| VETERANS FOR VETERANS OF ARCHULETA COUNTY | |||||||
| PO BOX 5331 | PAGOSA SPGS | CO | 81147 | N/A | PC | General & Unrestricted | $30,000 |
| VOLUNTEER INCENTIVE PROGRAM | |||||||
| 174 RD 2800 | AZTEC | NM | 87410 | N/A | PC | Volunteer Incentive Program | $10,000 |
| VOLUNTEER INCENTIVE PROGRAM | |||||||
| 174 RD 2800 | AZTEC | NM | 87410 | N/A | PC | General & Unrestricted | $2,000 |
| WALLY D SPORTS SCHOLARSHIP FOUNDATION | |||||||
| 729 E MAIN ST STE A | FARMINGTON | NM | 87401 | N/A | PC | Charitable Event | $5,000 |
| WARRIORS JOURNEY | |||||||
| 3555 N GLENSTONE AVE | SPRINGFIELD | MO | 65803 | N/A | PC | Chaos of War - Balance of Life Printing and Free Distribution | $15,000 |
| YAVAPAI REHABILITATION CENTER | |||||||
| 436 N WASHINGTON AVE | PRESCOTT | AZ | 86301 | N/A | PC | General & Unrestricted | $2,000 |
| YOUNG AMERICA'S FOUNDATION | |||||||
| 11480 COMMERCE PARK DR STE 600 | RESTON | VA | 20191 | N/A | PC | Reagan Ranch | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,745,936 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,917 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,615,875 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,654,792 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,654,792 | 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 |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART VI-A, LINE 11A | IdentifierTxt |
| Form And Line Reference | PART VI-A, LINE 11A | FormAndLineReferenceDesc |
| Medium Explanation | EXPLANATION OF TRANSFER FROM CONTROLLED ENTITY THE ONLY CASH TRANSFERS WERE $4,615,875 IN DIVIDEND PAYMENTS FROM THE TRANSFEROR. THE TRANSFEROR IS NOT AN EXCESS BUILDING HOLDING OF THE FOUNDATION. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RIGGS OIL & GAS CORP (CL B) | CategoryOrItemTxt |
| Book Value | $63,013,500 | BookValueAmt |
| EOYFMV | $98,564,400 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI - RURAL HOMES LLC - 0.5% - | Desc |
| EOY Book Value | $492,500 | EOYBookValueAmt |
| EOYFMV | $492,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $121,835 | $121,835 | |
| Bank Charges | $32 | $32 | |
| Foundation Dues & Memberships | $830 | $830 | |
| Indemnification Insurance | $775 | $775 | |
| Office Supplies | $221 | $221 | |
| Postage/Delivery Service | $10 | $10 | |
| State or Local Filing Fees | $25 | $25 | |
| Website Hosting/Support | $24 | $24 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | We respectfully request that Westmeath Foundation's quarterly estimated taxes for taxable year ending December 31, 2024 be treated as timely and request that the $1,019 penalty indicated on Form 2220 be abated because the underpayment in Q3 was due to reasonable cause. Treasury Regulations Sec 301.6651-1(c)(1) defines reasonable by asking whether the taxpayer exercised ordinary business care and prudence. The Foundation exercised care and prudence in seeking a reputable firm knowledgeable about exempt organizations to calculate its quarterly estimates for tax period ending December 31, 2024. The firm was unable to reconcile the Foundation's accounts fully in order to calculate the necessary estimated tax payment for Q3 based on the annualization method. The underpayment was no fault of the foundation's and the firm is enhancing its administrative procedures to improve its reconciliation process for future quarters. We believe that the underpayment was due to reasonable cause and in no way due to an intentional disregard for the rules, and respectfully request that no 2220 penalty be assessed. | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $43,200 |
| 990-PF Excise Tax for 2023 | $589 |
| 990-PF Extension for 2023 | $51,800 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIGGS OIL & GAS CORP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 247 | AddressLine1Txt |
| City | HUMBOLDT | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 863290247 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850200918 | EIN |
| Desc | SEE GENERAL EXPLANATION STATEMENT | Desc |
| Amt | $4,615,875 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,615,875 | TotalAmt |