TOMKAT RANCH EDUCATIONAL FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TOMKAT RANCH EDUCATIONAL FOUNDATION (EIN 26-2782200)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-13
- IRS object ID
- 201721339349100602
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-13T07:53:30-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MISSION STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | 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 | 262782200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOMKAT RANCH EDUCATIONAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOMK | BusinessNameControlTxt |
| Phone | 6508790779 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 726 | AddressLine1Txt |
| City | PESCADERO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN A TAYLOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6508790779 | PhoneNum |
| Signature | 2017-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOAN S MCMAHON | PreparerPersonNm |
| PTIN | P00966494 | PTIN |
| Phone | 4157834000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.219.0.140 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-08 | IPDt |
| IP Tm | 16:08:33 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7F46D0FE4C198D966AA69BD3B703E2D9B44D64A5 | 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 | $1,578,622 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,687,766 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $930 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $930 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $157,706 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $59,906 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $97,800 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $97,800 | GrossProfitAdjNetIncmAmt |
| Total Rev And Expnss | $1,786,496 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $930 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $97,800 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $815,348 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $815,348 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $320,888 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $320,888 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,190 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,190 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $72,624 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $71,674 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $547,936 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $547,936 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $123,223 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $123,223 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $54,760 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $54,760 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $132,674 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $132,674 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,082,643 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $950 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $123,223 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,958,470 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $171,330 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $171,330 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,253,973 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $950 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $123,223 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,129,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$467,477 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $171,350 | CashBOYAmt |
| Cash EOY | $271,948 | CashEOYAmt |
| Cash EOYFMV | $271,948 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $609,472 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $198,040 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $198,040 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,600 | AcctRcvblAmt |
| Acct Rcvbl EOY | $3,600 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,600 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $92,944 | InventoriesBOYAmt |
| Inventories EOY | $79,812 | InventoriesEOYAmt |
| Inventories EOYFMV | $79,812 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $3,712 | PrepaidExpensesBOYAmt |
| Land Bldg Equip Cost Or Other Bss | $2,199,208 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,197,871 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,124,560 | LandBOYAmt |
| Land EOY | $1,001,337 | LandEOYAmt |
| Land EOYFMV | $1,001,337 | LandEOYFMVAmt |
| Other Assets BOY | $23,885 | OtherAssetsBOYAmt |
| Other Assets EOY | $23,885 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $23,885 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,025,923 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,578,622 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,578,622 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $17,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $37,676 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $17,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,676 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,008,423 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,540,946 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,008,423 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,540,946 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,025,923 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,578,622 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,008,423 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$467,477 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,540,946 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,540,946 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.TOMKATRANCH.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6508790779 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 726 | AddressLine1Txt |
| City | PESCADERO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| KATHRYN A TAYLOR | ||||||||
| PO BOX 726 | PESCADERO | CA | 94060 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| RACHEL MEYER | ||||||||
| PO BOX 726 | PESCADERO | CA | 94060 | SECRETARY/TREASURER | 8.00 | $0 | $0 | $0 |
| ELLIE COHEN | ||||||||
| PO BOX 726 | PESCADERO | CA | 94060 | BOARD MEMBER | 8.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| WENDY M TRICE | ||||||||
| PO BOX 726 | PESCADERO | CA | 94060 | RANCH DIRECTOR | 40.00 | $111,929 | $20,027 | $0 |
| DOUGLAS W MILLAR | ||||||||
| PO BOX 726 | PESCADERO | CA | 94060 | AQUAPONICS/SOIL SCIE | 40.00 | $92,304 | $20,683 | $0 |
| KATHLEEN E WEBSTER | ||||||||
| PO BOX 726 | PESCADERO | CA | 94060 | EDUCATION OUTREACH | 40.00 | $94,153 | $14,358 | $0 |
| WILLIAM F MILLIOT | ||||||||
| PO BOX 726 | PESCADERO | CA | 94060 | COMMUNICATION/INFO O | 40.00 | $77,352 | $14,478 | $0 |
| WALKER K KEHRER | ||||||||
| PO BOX 726 | PESCADERO | CA | 94060 | EDUCATION OUTREACH | 40.00 | $75,410 | $7,139 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | |||||
| 488 ALMADEN BOULEVARD SUITE 1800 | SAN JOSE | CA | 95110 | CONSULTING | $370,104 |
| SEILER LLP | |||||
| THREE LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | ACCOUNTING | $117,754 |
| FENTON COMMUNICATIONS INC | |||||
| 182 2ND STREET 400 | SAN FRANCISCO | CA | 94105 | COMMUNICATIONS | $99,104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROMOTING SUSTAINABLE LAND USE PRACTICES AND BROADER UNDERSTANDING OF NATURE, SUSTAINABLE PRACTICES, ANIMAL AGRICULTURE, AND HEALTHY FOOD. ADVANCING THE BUSINESS OF ECOLOGICALLY-FRIENDLY ANIMAL AGRICULTURE. UNDERSTANDING WHAT 'CLIMATE-SMART' MEANS BY INVESTING IN SCIENCE REGARDING CARBON SEQUESTRATION, WATER MANAGEMENT, AND SOIL HEALTH. | Description1Txt |
| Expenses1 | $1,958,470 | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $729,247 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $729,247 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $729,247 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,939 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $718,308 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,915 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,129,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,129,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,129,800 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2008-05-20 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,129,800 | CurrentYearAmt |
| Year1 | $1,633,670 | Year1Amt |
| Year2 | $1,285,623 | Year2Amt |
| Year3 | $1,050,539 | Year3Amt |
| Total | $6,099,632 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $171,330 | CurrentYearAmt |
| Year1 | $61,561 | Year1Amt |
| Year2 | $33,750 | Year2Amt |
| Year3 | $25,863 | Year3Amt |
| Total | $292,504 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,958,470 | CurrentYearAmt |
| Year1 | $1,572,109 | Year1Amt |
| Year2 | $1,251,873 | Year2Amt |
| Year3 | $1,024,676 | Year3Amt |
| Total | $5,807,128 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $23,943 | CurrentYearAmt |
| Year1 | $34,516 | Year1Amt |
| Year2 | $32,344 | Year2Amt |
| Year3 | $26,170 | Year3Amt |
| Total | $116,973 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KATHRYN A TAYLOR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AG INNOVATIONS NETWORK | ||||||
| 101 MORRIS STREET | SEBASTOPOL | CA | 95472 | PC | GENERAL SUPPORT | $1,500 |
| AMERICAN GRASSFED RESEARCH AND EDUCATION FOUNDATION | ||||||
| 469 SOUTH CHERRY STREET SUITE 220 | DENVER | CO | 80246 | PC | GENERAL SUPPORT | $5,000 |
| CABRILLO COLLEGE FOUNDATION | ||||||
| 6500 SOQUEL DRIVE | APTOS | CA | 95003 | PC | GENERAL SUPPORT | $34,800 |
| COMMUNITY ALLIANCE WITH FAMILY FARMERS | ||||||
| PO BOX 363 | DAVIS | CA | 95617 | PC | GENERAL SUPPORT | $2,500 |
| ECOLOGICAL FARMING ASSOCIATION | ||||||
| 2901 PARK AVE D-2 | SOQUEL | CA | 95073 | PC | GENERAL SUPPORT | $5,750 |
| ELKHORN SLOUGH FOUNDATION | ||||||
| PO BOX 267 | MOSS LANDING | CA | 95039 | PC | GENERAL SUPPORT | $30 |
| HOLISTIC MANAGEMENT INTERNATIONAL | ||||||
| 5941 JEFFERSON STREET NE SUITE B | ALBUQUERQUE | NM | 87109 | PC | GENERAL SUPPORT | $9,500 |
| NATIONAL YOUNG FARMERS COALITION | ||||||
| PO BOX 1074 | HUDSON | NY | 12534 | PC | GENERAL SUPPORT | $2,500 |
| OCCIDENTAL ARTS AND ECOLOGY CENTER | ||||||
| 15290 COLEMAN VALLEY ROAD | OCCIDENTAL | CA | 95465 | PC | GENERAL SUPPORT | $1,000 |
| OREGON STATE UNIVERSITY FOUNDATION | ||||||
| 850 SW 35TH STREET | CORVALLIS | OR | 97333 | GOV | GENERAL SUPPORT | $10,000 |
| PENINSULA OPEN SPACE TRUST | ||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | PC | GENERAL SUPPORT | $3,250 |
| PESCADERO FOUNDATION | ||||||
| PO BOX 906 | PESCADERO | CA | 940600906 | PC | GENERAL SUPPORT | $500 |
| PIE RANCH | ||||||
| PO BOX 363 | PESCADERO | CA | 94060 | PC | GENERAL SUPPORT | $10,000 |
| PUBLIC HEALTH INSTITUTE | ||||||
| 555 12TH STREET 10TH FLOOR | OAKLAND | CA | 946074046 | GOV | GENERAL SUPPORT | $5,000 |
| PUENTE DE LA COSTA SUR | ||||||
| 620 NORTH STREET | PESCADERO | CA | 94060 | PC | GENERAL SUPPORT | $25,000 |
| QUIVIRA COALITION INC | ||||||
| 1413 SECOND STREET SUITE 1 | SANTA FE | NM | 87505 | PC | GENERAL SUPPORT | $5,000 |
| SAVORY INSTITUTE ORG INC | ||||||
| 637 SOUTH BROADWAY SUITE 124 | BOULDER | CO | 80305 | PC | GENERAL SUPPORT | $6,000 |
| STANFORD UNIVERSITY | ||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | PC | GENERAL SUPPORT | $8,000 |
| SUSTAINABLE MARKETS FOUNDATION | ||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $2,500 |
| THE CALIFORNIA FUTURE FARMERS OF AMERICA FOUNDATION | ||||||
| PO BOX 834 | ELK GROVE | CA | 95759 | PC | GENERAL SUPPORT | $10,000 |
| THE LIVESTOCK CONSERVANCY INC | ||||||
| PO BOX 477 | PITTSBORO | NC | 27312 | PC | GENERAL SUPPORT | $2,500 |
| THE SAND COUNTY FOUNDATION INC | ||||||
| 131 W WILSON STREET NO 610 | MADISON | WI | 537033243 | PC | GENERAL SUPPORT | $500 |
| TRUST FOR CONSERVATION INNOVATION | ||||||
| 405 14TH STREET NO164 | OAKLAND | CA | 946122705 | PC | GENERAL SUPPORT | $500 |
| VIDA VERDE NATURE EDUCATION | ||||||
| 3540 LA HONDA | SAN GREGORIO | CA | 94074 | PC | GENERAL SUPPORT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $171,330 | 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 | $930 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $97,800 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $930 | ExclusionAmt |
| Related Or Exempt Function Incm | $97,800 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $98,730 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 10 | LineNumberTxt |
| Relationship Statement | SALE OF MEAT RAISES CONSUMER AWARENESS AND APPRECIATION IN SUPPORT OF THE MISSION OF ANIMAL AGRICULTURE FOCUSED ON CLIMATE STABILITY, NATURE'S BENEFITS, HEALTHY FOOD AND BIODIVERSITY. | RelationshipStatementTxt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THOMAS F STEYER AND KATHRYN A TAYLOR | ||||||
| 1 | 111 SUTTER STREET 10TH FLOOR | SAN FRANCISCO | CA | 94104 | $937,766 | Yes (X) |
| TOMKAT FOUNDATION | ||||||
| 2 | 111 SUTTER STREET 10TH FLOOR | SAN FRANCISCO | CA | 94104 | $750,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $72,624 | Amt |
| Net Investment Income | $950 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $71,674 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| FREEZER & TRAILER | 2009-12-16 | $17,500 | $17,500 | SL | 5.000000000000 | $0 | $0 | $0 |
| SCALE | 2009-12-22 | $1,698 | $1,698 | SL | 5.000000000000 | $0 | $0 | $0 |
| FREEZER & TRAILER | 2010-05-31 | $41,099 | $40,415 | SL | 5.000000000000 | $0 | $0 | $0 |
| FREEZER RACKS | 2010-09-07 | $470 | $470 | SL | 5.000000000000 | $0 | $0 | $0 |
| SCALE | 2010-05-31 | $1,403 | $1,381 | SL | 5.000000000000 | $0 | $0 | $0 |
| PROTOTYPES AND DEVICES | 2011-07-01 | $214,003 | $214,003 | SL | 5.000000000000 | $0 | $0 | $0 |
| TKREF EQUIPMENT | 2011-07-01 | $3,245 | $2,921 | SL | 5.000000000000 | $324 | $0 | $324 |
| LEFTCOAST EQUIPMENT | 2011-07-01 | $33,279 | $29,952 | SL | 5.000000000000 | $3,327 | $0 | $3,327 |
| INKA EQUIPMENT | 2011-07-01 | $1,911 | $1,719 | SL | 5.000000000000 | $192 | $0 | $192 |
| DEVELOPMENT COSTS | 2009-01-01 | $446,526 | $293,412 | SL | 17.000000000000 | $26,266 | $0 | $26,266 |
| PATENT | 2009-01-01 | $1,377,704 | $457,737 | SL | 17.000000000000 | $81,041 | $0 | $81,041 |
| LEFTCOAST EQUIPMENT | 2012-07-01 | $5,342 | $3,738 | SL | 5.000000000000 | $1,068 | $0 | $1,068 |
| INKA EQUIPMENT | 2012-07-01 | $4,055 | $2,839 | SL | 5.000000000000 | $811 | $0 | $811 |
| INKA EQUIPMENT | 2013-07-01 | $2,396 | $1,197 | SL | 5.000000000000 | $479 | $0 | $479 |
| TKREF EQUIPMENT | 2015-01-16 | $9,690 | $1,777 | SL | 5.000000000000 | $1,938 | $0 | $1,938 |
| LEFTCOAST EQUIPMENT | 2015-06-26 | $38,887 | $3,889 | SL | 5.000000000000 | $7,777 | $0 | $7,777 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | TANGIBLE PROPERTY REGULATIONS ELECTION STATEMENTS | FormAndLineReferenceDesc |
| Medium Explanation | TAXPAYER HEREBY MAKES THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREASURY REGULATION 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR.TAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREASURY REGULATION 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS. | MediumExplanationTxt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FREEZER & TRAILER | $17,500 | $17,500 | $0 |
| SCALE | $1,698 | $1,698 | $0 |
| FREEZER & TRAILER | $41,099 | $40,415 | $684 |
| FREEZER RACKS | $470 | $470 | $0 |
| SCALE | $1,403 | $1,381 | $22 |
| PROTOTYPES AND DEVICES | $214,003 | $214,003 | $0 |
| TKREF EQUIPMENT | $3,245 | $3,245 | $0 |
| LEFTCOAST EQUIPMENT | $33,279 | $33,279 | $0 |
| INKA EQUIPMENT | $1,911 | $1,911 | $0 |
| DEVELOPMENT COSTS | $446,526 | $319,678 | $126,848 |
| PATENT | $1,377,704 | $538,778 | $838,926 |
| LEFTCOAST EQUIPMENT | $5,342 | $4,806 | $536 |
| INKA EQUIPMENT | $4,055 | $3,650 | $405 |
| INKA EQUIPMENT | $2,396 | $1,676 | $720 |
| TKREF EQUIPMENT | $9,690 | $3,715 | $5,975 |
| LEFTCOAST EQUIPMENT | $38,887 | $11,666 | $27,221 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSES | CategoryTxt |
| Legal Fees | $15,190 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,190 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CATTLE | $7,867 | $7,867 | $7,867 |
| FARM ANIMALS | $459 | $459 | $459 |
| WEBSITE | $15,559 | $15,559 | $15,559 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $14,884 | $0 | $0 | $14,884 |
| TRANSPORTATION | $29,280 | $0 | $0 | $29,280 |
| MISCELLANEOUS | $30,895 | $0 | $0 | $30,895 |
| SUPPLIES | $9,552 | $0 | $0 | $9,552 |
| ADVERTISING AND PROMOTION | $1,794 | $0 | $0 | $1,794 |
| AGRICULTURAL OPERATIONS | $33,426 | $0 | $0 | $33,426 |
| FILING FEES | $8,268 | $0 | $0 | $8,268 |
| PAYROLL FEES | $4,575 | $0 | $0 | $4,575 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $547,936 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $547,936 | DisbursementsCharitablePrpsAmt |