WESTMEATH FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WESTMEATH FOUNDATION (EIN 46-1350014)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-12
- IRS object ID
- 201621039349100622
- Schema version
- 2015v2.1
- 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
- Depreciation Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-12T15:44:44-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-04-07 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,667,037 | 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 | $14,988 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,059 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,059 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,666 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,666 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$26,914 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $918,076 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $255,323 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,799 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $273,048 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $155 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $155 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,962 | TaxesRevAndExpnssAmt |
| 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 | $79,212 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $67,190 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $530,594 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $530,594 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $609,806 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $597,784 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$604,007 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $272,988 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,341,128 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,667,037 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,667,037 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $929,916 | CorporateStockBOYAmt |
| Total Assets BOY | $3,271,044 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,667,037 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,667,037 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,271,044 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,667,037 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,271,044 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,667,037 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,271,044 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,667,037 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,271,044 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$604,007 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,667,037 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,667,037 | 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 | $918,076 | GrossSalesPriceAmt |
| Cost Or Other Basis | $662,753 | CostOrOtherBasisAmt |
| Gain Or Loss | $255,323 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $255,323 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $255,323 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $857,485 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,089,705 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.786896 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $63,911 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $70,230 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.910024 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $24,632 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 1.69692 | TotalDistributionRt |
| Average Distribution | 0.56564 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,990,184 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,691,368 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,730 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,694,098 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $597,784 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,460 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,460 | SubtotalAmt |
| Tax Based On Investment Income | $5,460 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $60 | 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 | false | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | 1.0 | $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 | $484,051 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,551,669 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,035,720 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,035,720 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,536 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,990,184 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $149,509 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $149,509 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,460 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,460 | TotalTaxAmt |
| Distributable Before Adj | $144,049 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $144,049 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $144,049 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $597,784 | 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 | $597,784 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $597,784 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $144,049 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $60,216 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $816,324 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $876,540 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $597,784 | QualifyingDistributionsAmt |
| Applied To Current Year | $144,049 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $453,735 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,330,275 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,330,275 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $60,216 | ExcessFromYear2Amt |
| Excess From Year1 | $816,324 | ExcessFromYear1Amt |
| Excess From Current Year | $453,735 | 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 (36 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 | mental health services for military families with a focus on Colorado and New Mexico | $10,000 |
| AZTEC BOYS AND GIRLS CLUB INC | |||||||
| PO BOX 488 | AZTEC | NM | 87410 | N/A | PC | General & Unrestricted | $5,000 |
| 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 B355 | AURORA | CO | 80045 | N/A | PC | Durango Derailers Fund | $14,000 |
| CHILDRENS HOSPITAL COLORADO FOUNDATION | |||||||
| 13123 E 16TH AVE B355 | AURORA | CO | 80045 | N/A | PC | Children's Hospital Colorado Foundation/Courage Classic | $11,000 |
| DENVER EARTH RESOURCES LIBRARY | |||||||
| 730 17TH ST STE B-1 | 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, and young adult low-income programming and support; operational and equipment support; and summer military programming | $45,000 |
| DURANGO EDUCATION FOUNDATION | |||||||
| 201 E 12TH ST | DURANGO | CO | 81301 | N/A | PC | Combined Year-End School Grants | $5,646 |
| DURANGO EDUCATION FOUNDATION | |||||||
| 201 E 12TH ST | DURANGO | CO | 81301 | N/A | PC | to purchase equipment for Pathways for Independence | $900 |
| DURANGO EDUCATION FOUNDATION | |||||||
| 201 E 12TH ST | DURANGO | CO | 81301 | N/A | PC | DEF's discretionary fund in connection with Pathways for Independence | $1,100 |
| DURANGO SCHOOL DISTRICT NO 9-R | |||||||
| 201 E 12TH ST | DURANGO | CO | 81301 | N/A | PC | HIgh School Aerospace Team | $1,000 |
| EDGEWATER COLLECTIVE | |||||||
| 2483 OTIS CT | EDGEWATER | CO | 80214 | N/A | PC | General & Unrestricted | $17,500 |
| FAMILY HOMESTEAD | |||||||
| PO BOX 40186 | DENVER | CO | 80204 | N/A | PC | General & Unrestricted | $20,000 |
| FORT LEWIS COLLEGE FOUNDATION | |||||||
| 1000 RIM DR | DURANGO | CO | 81301 | N/A | PC | Westmeath Foundation Geology Scholarships Fund | $10,000 |
| 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 | General & Unrestricted | $2,500 |
| 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 | Charitable Event | $5,000 |
| LA PLATA YOUTH SERVICES INC | |||||||
| 2301 MAIN AVE | DURANGO | CO | 81301 | N/A | PC | General Program Support | $25,000 |
| OPERATION SECOND CHANCE INC | |||||||
| 22708 BIRCHCREST LN | CLARKSBURG | MD | 20871 | N/A | PC | Bayfield Group | $10,000 |
| PEACHS NEET FEET | |||||||
| 3105 MUNICIPAL DR | FARMINGTON | NM | 87401 | N/A | PC | General & Unrestricted | $20,000 |
| PEOPLE ASSISTING THE HOMELESS INC | |||||||
| 520 HYDRO PLANT RD | FARMINGTON | NM | 87401 | N/A | PC | General & Unrestricted | $25,000 |
| PRESBYTERIAN MEDICAL SERVICES | |||||||
| 1422 PASEO DE PERALTA | SANTA FE | NM | 87501 | N/A | PC | Roundtree Equipment purchase | $12,500 |
| 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 | General & Unrestricted | $20,000 |
| 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 | $10,000 |
| SPECIAL OLYMPICS NEW MEXICO INC | |||||||
| 6600 PALOMAS AVE NE | ALBUQUERQUE | NM | 87109 | N/A | PC | NORTHWEST REGION | $5,000 |
| 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 MSC 512 | 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 program for Disabled Veterans | $35,000 |
| UNIVERSITY OF NEW MEXICO FOUNDATION INCORPORATED | |||||||
| 700 LOMAS BLVD NE STE 108 | ALBUQUERQUE | NM | 87102 | N/A | PC | Carrie Tingley Hospital Outreach Clinic Farmington NM & Pediatric Stress Treadmill Project | $47,448 |
| YOUNG AMERICAS FOUNDATION | |||||||
| 11480 COMMERCE PARK DR | RESTON | VA | 20191 | N/A | PC | Reagan Ranch Program | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $530,594 | 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 | $2,059 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,666 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$26,914 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | -$9,189 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$9,189 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ESTATE OF ELLIOT RIGGS-CO LEANN FO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 711 | AddressLine1Txt |
| City | Farmington | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87499 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $14,988 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | HALLADOR ENERGY COMPANY HNRG, 173 sh. | $1,233 | 2015-09-30 |
| 1 | SCHLUMBERGER LTD SLB, 200 sh. | $13,755 | 2015-09-30 |
Depreciation Schedule DepreciationSchedule
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $155 | LegalFeesAmt |
| Disbursements Charitable Prps | $155 | DisbursementsCharitablePrpsAmt |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2015 | $5,400 |
| 990-PF Extension for 2014 | $6,562 |