WESTMEATH FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WESTMEATH FOUNDATION (EIN 46-1350014)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-09
- IRS object ID
- 201501609349100400
- Schema version
- 2014v5.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-09T10:56:22-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 |
| Address Line2 | Suite 123 | AddressLine2Txt |
| 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 | 2015-05-19 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,295,528 | 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 | $3,986,735 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $734 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $734 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,693 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,693 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,021 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,151,162 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $659,889 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,999,183 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $666,316 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $10,272 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,272 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $101 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $173 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $173 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $192 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $192 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $66,594 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $84 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $66,510 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,332 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $84 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $77,147 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $787,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $787,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $864,332 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $84 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $864,147 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,134,851 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $666,232 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $136,193 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,341,128 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,341,128 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $929,916 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $954,400 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $136,193 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,271,044 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,295,528 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $136,193 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,271,044 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $136,193 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,271,044 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $136,193 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,271,044 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $136,193 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,134,851 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,271,044 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,271,044 | 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 | $2,151,162 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,491,273 | CostOrOtherBasisAmt |
| Gain Or Loss | $659,889 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $659,889 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $659,889 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $63,911 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $70,230 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.910024 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $24,632 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | 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 | 0.910024 | TotalDistributionRt |
| Average Distribution | 0.455012 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,089,705 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $495,829 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,662 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $502,491 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $864,147 | 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 | $6,662 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,662 | SubtotalAmt |
| Tax Based On Investment Income | $6,662 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $6,562 | AppliedToEsTaxAmt |
| Total Payments And Credits | $6,662 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Michael J Finney | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 1.0 | $0 |
| Kathy L Kellenaers | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| David M Lytle | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 |
| Charles Self | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Sec | 1.0 | $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 | $430,809 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $675,491 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,106,300 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,106,300 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,595 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,089,705 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,485 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,485 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,662 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,662 | TotalTaxAmt |
| Distributable Before Adj | $47,823 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $47,823 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $47,823 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $864,147 | 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 | $864,147 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,662 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $857,485 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,823 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $60,216 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $60,216 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $864,147 | QualifyingDistributionsAmt |
| Applied To Current Year | $47,823 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $816,324 | RemainingDistriFromCorpusAmt |
| Total Corpus | $876,540 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $876,540 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $60,216 | ExcessFromYear1Amt |
| Excess From Current Year | $816,324 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 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 | |||||||
| PO BOX 1563 | GRANBY | CO | 80446 | N/A | PC | Colorado operations Program | $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 & 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 Patient Assistance Fund | $25,000 |
| CHILDRENS HOSPITAL COLORADO FOUNDATION | |||||||
| 13123 E 16TH AVE | AURORA | CO | 80045 | N/A | PC | Children's Hospital Telemedicine Ourtreach Program to the Four Corners region | $100,000 |
| CHILDRENS HOSPITAL COLORADO FOUNDATION | |||||||
| 13123 E 16TH AVE | AURORA | CO | 80045 | N/A | PC | Durango Derailers Patient Assistance Fund | $25,000 |
| COLORADO 4H FND INC - LA PLATA COUNTY 4-H Hourse | |||||||
| 2500 MAIN ST | DURANGO | CO | 81301 | N/A | PC | General & Unrestricted | $5,000 |
| 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 and Youth Low Income Programming and Equipment | $20,000 |
| DURANGO EDUCATION FOUNDATION | |||||||
| 201 E 12TH ST | DURANGO | CO | 81301 | N/A | PC | general operating support and for the Burst Reading Program for Durango District 9-R Schools | $12,000 |
| EDGEWATER COLLECTIVE | |||||||
| 2483 OTIS CT | EDGEWATER | CO | 80214 | N/A | PC | General & Unrestricted | $5,000 |
| FAMILY HOMESTEAD | |||||||
| PO BOX 40186 | DENVER | CO | 80204 | N/A | PC | General & Unrestricted | $20,000 |
| FOUR CORNERS EQUINE RESCUE | |||||||
| 22 RD 3334 | AZTEC | NM | 87410 | N/A | PC | General & Unrestricted | $10,000 |
| FOUR CORNERS EQUINE RESCUE | |||||||
| 22 RD 3334 | AZTEC | NM | 87410 | N/A | PC | Purchase Feed | $10,000 |
| FOUR CORNERS FOUNDATION INC | |||||||
| PO BOX 5160 | FARMINGTON | NM | 87499 | N/A | PC | A Path Home Project | $50,000 |
| 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 | $10,000 |
| IGW PEDIATRIC CANCER FOUNDATION INC | |||||||
| 5637 US HWY 64 | FARMINGTON | NM | 87401 | N/A | PC | Charitable Event | $5,000 |
| LIBERTY SCHOOL INC | |||||||
| 215 E 12TH ST | DURANGO | CO | 81301 | N/A | PC | Scholarship Fund | $10,000 |
| NAVY SEAL FOUNDATION INC | |||||||
| PO BOX 5965 | VIRGINIA BEACH | VA | 23471 | N/A | PC | General & Unrestricted | $10,000 |
| OPERATION SECOND CHANCE INC | |||||||
| 22708 BIRCHCREST LN | CLARKSBURG | MD | 20871 | N/A | PC | the OSC-Bayfield, Colorado Group Project | $10,000 |
| PEACHS NEET FEET | |||||||
| 3105 MUNICIPAL DR | FARMINGTON | NM | 87401 | N/A | PC | General & Unrestricted | $5,000 |
| PEOPLE ASSISTING THE HOMELESS INC | |||||||
| 309 W PINON ST | FARMINGTON | NM | 87401 | N/A | PC | Stabilizing Families Program | $25,000 |
| PRESBYTERIAN MEDICAL SERVICES | |||||||
| 1422 PASEO DE PERALTA | SANTA FE | NM | 87501 | N/A | PC | pediatric suite | $100,000 |
| REGIONAL ANIMAL AND PET SHELTER INC | |||||||
| PO BOX 1242 | FARMINGTON | NM | 87499 | N/A | PC | General & Unrestricted | $10,000 |
| SAN JUAN MEDICAL FOUNDATION INC | |||||||
| PO BOX 110 | FARMINGTON | NM | 87499 | N/A | PC | Hope Childrens Fund - SJRMC Collaboration Project | $40,000 |
| SPECIAL OPERATIONS WARRIOR FOUNDATION | |||||||
| PO BOX 89367 | TAMPA | FL | 33689 | N/A | PC | General & Unrestricted | $25,000 |
| SPRING CREEK HORSE RESCUE | |||||||
| 818 COUNTY RD 245 | DURANGO | CO | 81301 | N/A | PC | Moving Project | $10,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 262 DANNY THOMAS PL MSC 509 | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $10,000 |
| TELLURIDE ADAPTIVE SKI PROGRAM | |||||||
| PO BOX 2254 | TELLURIDE | CO | 81435 | N/A | PC | Programming for Disabled Veterans | $25,000 |
| TRAILS 2000 INC | |||||||
| PO BOX 3868 | DURANGO | CO | 81302 | N/A | PC | Trail Kids Program | $2,500 |
| UNIVERSITY OF NEW MEXICO FOUNDATION INCORPORATED | |||||||
| 700 LOMAS BLVD NE STE 108 | ALBUQUERQUE | NM | 87102 | N/A | PC | Carrie Tingley Hospital Rehabilitative Equipment and Rehabilitative Equipment Lab | $100,000 |
| WORLD VISION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | N/A | PC | US Work Program | $4,000 |
| YOUNG AMERICAS FOUNDATION | |||||||
| 110 ELDEN ST STE A | HERNDON | VA | 20170 | N/A | PC | in support of the Reagan Ranch Fund | $10,000 |
| YOUTH ALIVE FOR THE CAPITAL REGION | |||||||
| 8624 PHOENIX DR | MANASSAS | VA | 20110 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $787,000 | 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 | $734 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,693 | 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 | $6,021 | 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 | $12,448 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,448 | 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 | $3,986,735 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (33 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | TRANSOCEAN LTD. RIG, 26.00000000 sh. | $766 | 2014-11-07 |
| 1 | INVESCO GLOBAL CORE EQUITY FUND CLASS A AWSAX, 1140.13000000 sh. | $17,638 | 2014-11-07 |
| 1 | ALGER SPECTRA FUND CLASS A SPECX, 1416.82100000 sh. | $27,160 | 2014-11-07 |
| 1 | DEUTSCHE GLOBAL INFRASTRUCTURE FD CL A TOLLX, 194.69400000 sh. | $3,057 | 2014-11-07 |
| 1 | DREYFUS BOND MARKET INDEX FUND INVESTOR DBMIX, 1086.56700000 sh. | $11,518 | 2014-11-07 |
| 1 | EAGLE SER TR MID CAP STK FD CL A HMCAX, 529.04600000 sh. | $16,141 | 2014-11-07 |
| 1 | HEARTLAND VALUE FUND HRTVX, 305.45200000 sh. | $14,772 | 2014-11-07 |
| 1 | KEELEY FDS INC SMALL CAP VALUE FD A KSCVX, 587.70400000 sh. | $22,356 | 2014-11-07 |
| 1 | MFS SERIES TR I - MFS VALUE FUND CL A MEIAX, 87.58900000 sh. | $3,085 | 2014-11-07 |
| 1 | MFS Massachusetts Investors Tr A MITTX, 117.10400000 sh. | $3,476 | 2014-11-07 |
| 1 | MSIF FRONTIER EMERGING MKTS MFMPX, 93.19700000 sh. | $1,889 | 2014-11-07 |
| 1 | PIMCO FUNDS TOTAL RETURN FUND CLASS A PTTAX, 4518.49700000 sh. | $49,478 | 2014-11-07 |
| 1 | ROYCE VALUE PLUS FUND INVESTMENT CLASS RYVPX, 1024.79700000 sh. | $17,790 | 2014-11-07 |
| 1 | Thornburg Limited Term Income Fund THIFX, 1515.00500000 sh. | $20,483 | 2014-11-07 |
| 1 | SUNAMERICA FOCUSED DIVIDEND STRATEGY FD FDSAX, 459.78200000 sh. | $8,414 | 2014-11-07 |
| 1 | SUNAMERICA FOCUSED ALPHA LARGE CAP CL A SFLAX, 1453.43700000 sh. | $40,231 | 2014-11-07 |
| 1 | YACKTMAN FOCUSED FUND YAFFX, 1924.90500000 sh. | $51,356 | 2014-09-02 |
| 1 | BP PLC SPONSORED ADR BP, 1112.00000000 sh. | $52,670 | 2014-09-02 |
| 1 | CHEVRON CORP CVX, 500.00000000 sh. | $64,110 | 2014-09-02 |
| 1 | COMCAST CORP CL A CMCSA, 205.00000000 sh. | $11,205 | 2014-09-02 |
| 1 | ENERGIZER HOLDINGS INC ENR, 77.00000000 sh. | $9,379 | 2014-09-02 |
| 1 | EXPRESS SCRIPTS HOLDING CO. ESRX, 162.00000000 sh. | $11,934 | 2014-09-02 |
| 1 | EXXON MOBIL CORP XOM, 500.00000000 sh. | $49,350 | 2014-09-02 |
| 1 | FRANKLIN INTERNATIONAL SMALLER COMPANIE FKSCX, 1132.12900000 sh. | $25,360 | 2014-09-02 |
| 1 | GENERAL ELECTRIC CO GE, 2619.00000000 sh. | $67,832 | 2014-09-02 |
| 1 | IVA WORLDWIDE FUND A IVWAX, 2257.11700000 sh. | $42,569 | 2014-09-02 |
| 1 | MERCK & CO INC. MRK, 903.00000000 sh. | $54,076 | 2014-09-02 |
| 1 | POST HOLDINGS INC POST, 11.00000000 sh. | $405 | 2014-09-02 |
| 1 | PRIMEENERGY CORP PNRG, 200.00000000 sh. | $13,050 | 2014-09-02 |
| 1 | PROCTER GAMBLE CO PG, 742.00000000 sh. | $61,660 | 2014-09-02 |
| 1 | SCHLUMBERGER LTD SLB, 200.00000000 sh. | $21,718 | 2014-09-02 |
| 1 | ENERGY SELECT SPDR XLE, 200.00000000 sh. | $19,576 | 2014-09-02 |
| 1 | WELLS FARGO & CO. WFC, 43624.00000000 sh. | $2,245,545 | 2014-09-02 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALGER SPECTRA FUND CLASS A | $30,531 | $27,854 |
| DREYFUS BOND MARKET INDEX FUND | $11,624 | $11,580 |
| EAGLE SER TR MID CAP STK FD CL | $17,371 | $16,261 |
| GENERAL ELECTRIC CO | $67,832 | $66,182 |
| HEARTLAND VALUE FUND | $16,439 | $15,024 |
| INVESCO GLOBAL CORE EQUITY FUN | $19,609 | $17,578 |
| KEELEY FDS INC SMALL CAP VALUE | $22,404 | $22,571 |
| MERCK & CO INC. | $54,076 | $51,281 |
| MFS MASSACHUSETTS INVESTORS TR | $3,675 | $3,574 |
| MFS SERIES TR I - MFS VALUE FU | $3,179 | $3,156 |
| MSIF FRONTIER EMERGING MKTS | $1,901 | $1,790 |
| PROCTER GAMBLE CO | $61,660 | $67,589 |
| ROYCE VALUE PLUS FUND INVESTME | $21,153 | $18,025 |
| SUNAMERICA FOCUSED ALPHA LARGE | $42,619 | $41,070 |
| SUNAMERICA FOCUSED DIVIDEND ST | $8,972 | $8,456 |
| WELLS FARGO & CO. | $546,871 | $582,409 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL CONSULTATIONS | CategoryTxt |
| Legal Fees | $10,272 | LegalFeesAmt |
| Disbursements Charitable Prps | $10,272 | 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 | $84 | $84 | |
| FOUNDATION DUES & MEMBERSHIP | $725 | $725 | |
| 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 2014 | $100 |
| 990-PF Excise Tax for 2013 | $1 |