WESTMEATH FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WESTMEATH FOUNDATION (EIN 46-1350014)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-05
- IRS object ID
- 201701259349101960
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Govt Obligations Sch
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-05T14:28:00-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 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 | MICHAEL J FINNEY | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520171255000095 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-05 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 70AA59F2BE43B178611149847D763A183DD9022D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0B775BB9C0E0C9DA339247063A24C50179569C8E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,544,640 | 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 | $1,188 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,188 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,025 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,025 | DividendsNetInvstIncmAmt |
| Gross Sales Price | $1,750,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,213 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,213 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $60 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $85 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $85 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $67,095 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $67,035 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,240 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $67,120 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,058,273 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,058,273 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,125,513 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,125,393 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,123,300 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,153 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,667,037 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $345,070 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $345,070 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $1,198,667 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,199,570 | USGovtObligationsEOYFMVAmt |
| Total Assets BOY | $2,667,037 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,543,737 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,544,640 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,667,037 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,543,737 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,667,037 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,543,737 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,667,037 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,543,737 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,667,037 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,123,300 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,543,737 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,543,737 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,750,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,750,000 | CostOrOtherBasisAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $597,784 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,990,184 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.199915 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $857,485 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,089,705 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.786896 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $63,911 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $70,230 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.910024 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $24,632 | NetVlNoncharitableAssetsYr4Amt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 1.896835 | TotalDistributionRt |
| Average Distribution | 0.474209 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,239,232 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,061,864 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,061,886 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,125,393 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $22 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $22 | SubtotalAmt |
| Tax Based On Investment Income | $22 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $22 | 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 |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| 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 | false | 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 | false | BusinessHoldingsInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| Michael J Finney | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 3.0 | $0 | $0 | $0 |
| Kathy L Kellenaers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Charles Self | ||||||||
| 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 floor | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $65,000 | 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 | $632,966 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,640,366 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,273,332 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,273,332 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,100 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,239,232 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,962 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,962 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22 | TotalTaxAmt |
| Distributable Before Adj | $111,940 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $111,940 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $111,940 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,125,393 | 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 | $1,125,393 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $22 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,125,371 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,940 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $60,216 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $816,324 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $453,735 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,330,275 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,125,393 | QualifyingDistributionsAmt |
| Applied To Current Year | $111,940 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,013,453 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,343,728 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,343,728 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $60,216 | ExcessFromYear3Amt |
| Excess From Year2 | $816,324 | ExcessFromYear2Amt |
| Excess From Year1 | $453,735 | ExcessFromYear1Amt |
| Excess From Current Year | $1,013,453 | 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 (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A SANCTUARY FOR MILITARY FAMILIES INC DBA PROJECT | |||||||
| PO BOX 1563 | GRANBY | CO | 80446 | N/A | PC | Colorado Retreat Funding Project | $10,000 |
| AZTEC BOYS AND GIRLS CLUB INC | |||||||
| PO BOX 488 | AZTEC | NM | 87410 | N/A | PC | General & Unrestricted | $5,000 |
| AZTEC MUNICIPAL SCHOOLS | |||||||
| 1118 W AZTEC BLVD | AZTEC | NM | 87410 | N/A | GOV | Funding for an after school program for three eleMENTARY SCHOOLS IN THE DISTRICT | $30,000 |
| BIG BROTHERS-BIG SISTERS OF CENTRAL NEW MEXICO INC | |||||||
| 2500 LOUISIANA BLVD NE STE 200 | ALBUQUERQUE | NM | 87110 | N/A | PC | Back to School Initiative - Farmington Area | $5,000 |
| BLUE STAR MOTHERS OF AMERICA INC | |||||||
| PO BOX 917 | FLORA VISTA | NM | 87415 | N/A | PC | General & Unrestricted | $2,500 |
| BOYS & GIRLS CLUB OF BLOOMFIELD INC | |||||||
| 701 S 2ND ST | BLOOMFIELD | NM | 87413 | N/A | PC | General & Unrestricted | $5,000 |
| BOYS & GIRLS CLUB OF FARMINGTON | |||||||
| 1925 POSITIVE WAY | FARMINGTON | NM | 87401 | N/A | PC | General & Unrestricted | $10,000 |
| BOYS AND GIRLS CLUB OF LA PLATACOUNTY INC | |||||||
| 2750 MAIN AVE | DURANGO | CO | 81301 | N/A | PC | General & Unrestricted | $10,000 |
| CHILDHAVEN INC | |||||||
| 807 W APACHE ST | FARMINGTON | NM | 87401 | N/A | PC | General & Unrestricted | $25,000 |
| CHILDRENS HOSPITAL COLORADO FOUNDATION | |||||||
| 13123 E 16TH AVE | AURORA | CO | 80045 | N/A | PC | Durango Derailers for the benefit of Durango youth in need fund | $2,500 |
| CHILDRENS HOSPITAL COLORADO FOUNDATION | |||||||
| 13123 E 16TH AVE | AURORA | CO | 80045 | N/A | PC | Children's Hospital Telemedicine Outreach Program to the Four Corners region | $114,794 |
| CHILDRENS HOSPITAL COLORADO FOUNDATION | |||||||
| 13123 E 16TH AVE | AURORA | CO | 80045 | N/A | PC | Durango Derailers Patient Assistance Fund | $10,000 |
| CHILDRENS HOSPITAL COLORADO FOUNDATION | |||||||
| 13123 E 16TH AVE | AURORA | CO | 80045 | N/A | PC | SW Colorado Tele-Medicine Project | $126,806 |
| COLORADO 4H FOUNDATION INC | |||||||
| 4040 CAMPUS DELIVERY | FORT COLLINS | CO | 80523 | N/A | PC | La Plata County 4-H Project | $20,000 |
| DENVER EARTH RESOURCES LIBRARY | |||||||
| 730 17TH ST | DENVER | CO | 80202 | N/A | PC | General & Unrestricted | $25,000 |
| DISABLED SPORTS USA - ADAPTIVE SPORTS ASSOCIATION | |||||||
| 125 E 32ND ST | DURANGO | CO | 81301 | N/A | PC | Regional Child, Youth, Young Adult Low Income Programming and Support, Operational Support and Equipment, Summer Military Programming | $45,000 |
| DURANGO EDUCATION FOUNDATION | |||||||
| 201 E 12TH ST | DURANGO | CO | 81301 | N/A | PC | 2016-17 Programs and Operations fund | $10,000 |
| EDGEWATER COLLECTIVE | |||||||
| 2483 OTIS CT | EDGEWATER | CO | 80214 | N/A | PC | General & Unrestricted | $3,550 |
| EDGEWATER COLLECTIVE | |||||||
| 2483 OTIS CT | EDGEWATER | CO | 80214 | N/A | PC | College Graduation Track Project | $7,500 |
| FAMILY CRISIS CENTER | |||||||
| 208 E APACHE ST | FARMINGTON | NM | 87401 | N/A | PC | General & Unrestricted | $2,500 |
| FAMILY HOMESTEAD | |||||||
| PO BOX 40186 | DENVER | CO | 80204 | N/A | PC | Emergency Housing Program | $20,000 |
| FORT LEWIS COLLEGE FOUNDATION | |||||||
| 1000 RIM DR | DURANGO | CO | 81301 | N/A | PC | Student Veterans of America Conference Support Fund | $2,500 |
| FORT LEWIS COLLEGE FOUNDATION | |||||||
| 1000 RIM DR | DURANGO | CO | 81301 | N/A | PC | The Westmeath Foundation Historical Geology & Paleontology Laboratory Fund | $60,000 |
| FORT LEWIS COLLEGE FOUNDATION | |||||||
| 1000 RIM DR | DURANGO | CO | 81301 | N/A | PC | Westmeath Foundation Geology Scholarships Fund | $10,000 |
| FOUNDATION FOR EDUCATIONAL EXCELLENCE INC | |||||||
| 2001 N DUSTIN AVE | FARMINGTON | NM | 87401 | N/A | PC | General & Unrestricted | $5,000 |
| FOUR CORNERS EQUINE RESCUE | |||||||
| 22 RD 3334 | AZTEC | NM | 87410 | N/A | PC | to purchase feed | $25,000 |
| FRIENDS OF THE SAN JUANS | |||||||
| 520 RIDGE RD | DURANGO | CO | 81303 | N/A | PC | YOuth scholarships fund - education, including in the schools | $2,500 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $10,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | N/A | PC | General & Unrestricted | $25,000 |
| IGW PEDIATRIC CANCER FOUNDATION INC | |||||||
| 5637 US HWY 64 | FARMINGTON | NM | 87401 | N/A | PC | General & Unrestricted | $2,500 |
| IGW PEDIATRIC CANCER FOUNDATION INC | |||||||
| 5637 US HWY 64 | FARMINGTON | NM | 87401 | N/A | PC | Charitable Event | $5,000 |
| INJURED MARINE SEMPER FI FUND | |||||||
| 825 COLLEGE BLVD STE 102 PMB 609 | OCEANSIDE | CA | 92057 | N/A | PC | General & Unrestricted | $7,500 |
| LA PLATA YOUTH SERVICES INC | |||||||
| 2301 MAIN AVE | DURANGO | CO | 81301 | N/A | PC | General Operating Support | $25,000 |
| LIBERTY SCHOOL INC | |||||||
| 215 E 12TH ST | DURANGO | CO | 81301 | N/A | PC | Scholarship Fund | $30,000 |
| MONTROSE REGIONAL LIBRARY DISTRICT | |||||||
| 302 S 2ND ST | MONTROSE | CO | 81401 | N/A | GOV | to further help children's programs at the naturita library | $2,500 |
| MONTROSE REGIONAL LIBRARY DISTRICT | |||||||
| 302 S 2ND ST | MONTROSE | CO | 81401 | N/A | GOV | Sustainable Program Equipment fund | $7,500 |
| MONTROSE WEST RECREATION INC | |||||||
| PO BOX 281 | NUCLA | CO | 81424 | N/A | PC | Naturita BMX Track Project | $2,000 |
| MONTROSE WEST RECREATION INC | |||||||
| PO BOX 281 | NUCLA | CO | 81424 | N/A | PC | Naturita BMX Track Fund - to help purchase bikes | $2,500 |
| MONTROSE WEST RECREATION INC | |||||||
| PO BOX 281 | NUCLA | CO | 81424 | N/A | PC | West End BMX Fund | $10,000 |
| NEW MEXICO STATE UNIVERSITY FOUNDATION INC | |||||||
| PO BOX 3590 | LAS CRUCES | NM | 88003 | N/A | PC | NMSU STEM Outreach Center After-school Programming in the Farmington, NM Municipal School District | $35,000 |
| OPERATION SECOND CHANCE INC | |||||||
| 22708 BIRCHCREST LN | CLARKSBURG | MD | 20871 | N/A | PC | The Bayfield Group Project | $10,000 |
| PARADOX VALLEY SCHOOL | |||||||
| PO BOX 420 | PARADOX | CO | 81429 | N/A | PC | After School Programs Fund | $7,500 |
| PEACHS NEET FEET | |||||||
| 3105 MUNICIPAL DR | FARMINGTON | NM | 87401 | N/A | PC | The Madlab Project | $25,000 |
| PEOPLE ASSISTING THE HOMELESS INC | |||||||
| 520 HYDRO PLANT RD | FARMINGTON | NM | 87401 | N/A | PC | Programs Advancing the Homeless | $25,000 |
| PRESBYTERIAN MEDICAL SERVICES | |||||||
| 1422 PASEO DE PERALTA | SANTA FE | NM | 87501 | N/A | PC | PMS Roundtree Children's Developmental Services | $17,623 |
| PROJECT MERRY CHRISTMAS OF LA PLATA COUNTY INC | |||||||
| PO BOX 422 | DURANGO | CO | 81302 | N/A | PC | General & Unrestricted | $1,500 |
| REGIONAL ANIMAL SHELTER FOUNDATION INC | |||||||
| PO BOX 1242 | FARMINGTON | NM | 87499 | N/A | PC | General & Unrestricted | $10,000 |
| SAN JUAN CENTER FOR INDEPENDENCE INC | |||||||
| 1204 SAN JUAN BLVD | FARMINGTON | NM | 87401 | N/A | PC | SJCI Youth Project | $20,000 |
| SAN JUAN COUNTY LIFE SKILLS FOUNDATION | |||||||
| PO BOX 360 | KIRTLAND | NM | 87417 | N/A | PC | Operation Program Director - Regional Curriculum Expansion Project | $10,000 |
| SAN JUAN MEDICAL FOUNDATION INC | |||||||
| PO BOX 110 | FARMINGTON | NM | 87499 | N/A | PC | Pediatric Services & Hope Children's Fund | $40,000 |
| SAN MIGUEL COUNTY | |||||||
| PO BOX 486 | NORWOOD | CO | 81423 | N/A | GOV | San Miguel Basin Fair Board, 4-H Program | $3,500 |
| SAN MIGUEL RESOURCE CENTER | |||||||
| PO BOX 3243 | TELLURIDE | CO | 81435 | N/A | PC | West End Fund | $1,500 |
| SEXUAL ASSAULT SERVICES OF NORTHWEST NEW MEXICO IN | |||||||
| 622 W MAPLE ST STE H | FARMINGTON | NM | 87401 | N/A | PC | General & Unrestricted | $5,000 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | N/A | PC | General & Unrestricted | $5,000 |
| SPECIAL OLYMPICS NEW MEXICO INC | |||||||
| 6600 PALOMAS AVE NE | ALBUQUERQUE | NM | 87109 | N/A | PC | New Mexico Area 1 | $20,000 |
| SPRING CREEK HORSE RESCUE | |||||||
| 2888 COUNTY RD 234 | DURANGO | CO | 81301 | N/A | PC | General & Unrestricted | $12,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 262 DANNY THOMAS PL MS512 | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $10,000 |
| TELLURIDE ADAPTIVE SKI PROGRAM | |||||||
| PO BOX 2254 | TELLURIDE | CO | 81435 | N/A | PC | Stars, Stripes and Summits--Programming for Disabled Veterans | $35,000 |
| TELLURIDE FOUNDATION | |||||||
| PO BOX 4222 | TELLURIDE | CO | 81435 | N/A | PC | West End School District Student STEM & Apprenticeship Initiative | $30,000 |
| YOUNG AMERICAS FOUNDATION | |||||||
| 11480 COMMERCE PARK DR STE 600 | RESTON | VA | 20191 | N/A | PC | Reagan Ranch Fund | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,058,273 | 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 | $1,188 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,025 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| 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 | $2,213 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,213 | 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
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,198,667 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,199,570 | USGovtObligationsEOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2016, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,058,273. This amount represents over 25% of the Foundation's net assets of $2,667,037 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2016. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $65,000 | $65,000 | |
| Bank Charges | $60 | $60 | |
| Foundation Dues & Memberships | $1,250 | $1,250 | |
| Indemnification Insurance | $750 | $750 | |
| State or Local Filing Fees | $35 | $35 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Excise Tax for 2015 | CategoryTxt |
| Amt | $60 | Amt |