PETIT TETON FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PETIT TETON FOUNDATION (EIN 27-1542575)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-06
- IRS object ID
- 201212199349100506
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-06T11:13:50-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680311217 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIE K SAWYER CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1490 | AddressLine1 |
| City | UKIAH | City |
| State | CA | State |
| ZIP Code | 95482 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271542575 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PETIT TETON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PETI | NameControl |
| Phone | 7078953683 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18601 HWY 128 | AddressLine1 |
| City | YORKVILLE | City |
| State | CA | State |
| ZIP Code | 95494 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAMERON A CRISMAN | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 7078953683 | Phone |
| Date Signed | 2012-07-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIE K SAWYER | Name |
| PTIN | P00011586 | PTIN |
| Phone | 7074673939 | Phone |
| Date Prepared | 2012-08-01 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 56617 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 49184 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 438 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 438 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 3391 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 85867 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 43426 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 53013 | TotalRevenueAndExpenses |
| Total Net Investment Income | 43864 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 38 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 788 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1100 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1100 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1888 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1100 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 51125 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 43864 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 27 | CashBOY |
| Cash EOY | 1120 | CashEOY |
| Cash EOYFMV | 1120 | CashEOYFMV |
| Investments Corp Stock BOY | 11823 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 49747 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 43277 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 12108 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 12220 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 11850 | TotalAssetsBOY |
| Total Assets EOY | 62975 | TotalAssetsEOY |
| Total Assets EOYFMV | 56617 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 11850 | UnrestrictedBOY |
| Unrestricted EOY | 62975 | UnrestrictedEOY |
| Total Net Assets BOY | 11850 | TotalNetAssetsBOY |
| Total Net Assets EOY | 62975 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 11850 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 62975 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 11850 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 51125 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 62975 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 62975 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (25 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| BARD INC. 150 SH | 2010-08-23 | 2011-01-05 | 13791 | 1454 | 12337 | 12337 | |
| COLUMBUS MCKINNON 100 SH | 2011-02-02 | 2011-11-25 | 1151 | 1718 | -567 | -567 | |
| GULF RESOURCES 500 SH | 2011-03-25 | 2011-04-08 | 2860 | 2885 | -25 | -25 | |
| GULF RESOURCES 500 SH | 2011-04-18 | 2011-04-26 | 1390 | 2374 | -984 | -984 | |
| GULF RESOURCES 500 SH | 2011-06-23 | 2011-08-03 | 1690 | 1653 | 37 | 37 | |
| GULF RESOURCES 100 SH | 2011-06-23 | 2011-08-18 | 189 | 331 | -142 | -142 | |
| GULF RESOURCES 400 SH | 2011-07-25 | 2011-08-18 | 756 | 1490 | -734 | -734 | |
| NEWMONT MINING 50 SH | 2011-07-29 | 2011-11-23 | 3242 | 2823 | 419 | 419 | |
| NALCO 250 SH | 2011-04-19 | 2011-07-25 | 9157 | 6680 | 2477 | 2477 | |
| ORCHID CELLMARK 2000 SH | 2011-01-13 | 2011-04-07 | 5516 | 4150 | 1366 | 1366 | |
| ORCHID CELLMARK 1500 SH | 2011-03-10 | 2011-04-07 | 4137 | 2815 | 1322 | 1322 | |
| ISHARES SILVER 60 SH | 2011-08-22 | 2011-11-23 | 1860 | 2550 | -690 | -690 | |
| DBA 1/21/12 EXP $30 CALLS 7 CONTRACTS | 2011-01-10 | 2011-03-04 | 4535 | 2180 | 2355 | 2355 | |
| DBA 1/21/12 EXP $30 CALLS 3 CONTRACTS | 2011-01-10 | 2011-03-09 | 1878 | 530 | 1348 | 1348 | |
| DBA 1/21/12 EXP $30 CALLS 7 CONTRACTS | 2011-01-10 | 2011-03-16 | 3135 | 1237 | 1898 | 1898 | |
| DBA 1/21/12 EXP $30 CALLS 2 CONTRACTS | 2011-01-10 | 2011-03-24 | 1035 | 331 | 704 | 704 | |
| DBA 1/21/12 EXP $30 CALLS 4 CONTRACTS | 2011-01-10 | 2011-03-24 | 2070 | 650 | 1420 | 1420 | |
| DBA 1/21/12 EXP $30 CALLS 2 CONTRACTS | 2011-01-10 | 2011-03-25 | 1055 | 325 | 730 | 730 | |
| DBA 1/21/12 EXP $30 CALLS 4 CONTRACTS | 2011-01-10 | 2011-03-25 | 2110 | 568 | 1542 | 1542 | |
| DBA 1/21/12 EXP $30 CALLS 6 CONTRACTS | 2011-01-10 | 2011-05-06 | 2265 | 852 | 1413 | 1413 | |
| DBA 1/21/12 EXP $30 CALLS 8 CONTRACTS | 2011-02-11 | 2011-02-14 | 2704 | 686 | 2018 | 2018 | |
| DBA 1/21/12 EXP $30 CALLS 10 CONTRACTS | 2011-02-11 | 2011-02-25 | 2782 | 858 | 1924 | 1924 | |
| DBA 1/22/11 EXP $30 CALLS 2 CONTRACTS5 | 2011-02-11 | 2011-01-18 | 7221 | 774 | 6447 | 6447 | |
| STARBUCKS 1/21/12 EXP $25 | 2011-05-25 | 2011-07-11 | 8865 | 2527 | 6338 | 6338 | |
| CAPITAL GAINS DIVIDENDS | 473 | 473 | 473 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 43426 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 450 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5616 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.080128 | DistributionRatioYear1 |
| Total Distribution Ratio | 0.080128 | TotalDistributionRatio |
| Average Distribution Ratio | 0.080128 | AverageDistributionRatio |
| Net Noncharitable Assets | 49582 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 3973 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 439 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 4412 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1100 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 877 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 877 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 877 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 500 | TaxPaidWithExtension |
| Total Credits And Payments | 500 | TotalCreditsAndPayments |
| Penalty For Underpayment | 21 | PenaltyForUnderpayment |
| Tax Due | 398 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | STEVEN KRIEG | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7078953683 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18601 HWY 128 | AddressLine1 |
| City | YORKVILLE | City |
| State | CA | State |
| ZIP Code | 95482 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| NICOLETTE AUSSCHNITT | ||||||||
| 18601 HIGHWAY 128 | YORKVILLE | CA | 95494 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| CAMERON A CRISMAN | ||||||||
| 18601 HIGHWAY 128 | YORKVILLE | CA | 95494 | CHIEF FINANCIAL OFFICER | 1.00 | 0 | 0 | 0 |
| STEVEN D KRIEG | ||||||||
| 18601 HIGHWAY 128 | YORKVILLE | CA | 95494 | SECRETARY | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 46725 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3612 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 50337 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 50337 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 755 | CashDeemedCharitable |
| Net Noncharitable Assets | 49582 | NetNoncharitableAssets |
| Minimum Investment Return | 2479 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2479 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 877 | TaxBasedOnInvestmentIncome |
| Total Tax | 877 | TotalTax |
| Distributable Amount Before Adj | 1602 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1602 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1602 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1100 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1100 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1100 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1602 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 201 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 201 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1100 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1100 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 201 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 201 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 301 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NICOLETTE AUSSCHNITT | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| MENDOCINO COUNTY PUBLIC BROADCASTING | |||||||
| BOX 1 | PHILO | CA | 95466 | NONE | PUBLIC CHARITY | TO FACILITATE PUBLIC RADIO IN MENDOCINO COUNTY | $100 |
| CA FOUNDATION FOR AGRICULTURE IN THE CLASSROOM | |||||||
| 2300 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | NONE | PUBLICK CHARITY | TO PROMOTE EDUCATION IN THE CLASSROOM OF HOW AGRICULTURE PROVIDES THE DAILY ESSENTIALS TO MAKE OUR SOCIETY FUNCTION. | $150 |
| ANDERSON VALLEY LAND TRUST | |||||||
| PO BOX 141 | BOONVILLE | CA | 95415 | NONE | PUBLIC CHARITY | TO PROMOTE THE PROTECTION, MANAGEMENT AND PRESERVATION OF LAND IN THE ANDERSON VALLEY AND THE NAVARRO RIVER WATERSHED. | $350 |
| ANDERSON VALLEY EDUCATION FOUNDATION | |||||||
| PO BOX 242 | BOONVILLE | CA | 95415 | NONE | PUBLIC CHARITY | TO PROMOTE EDUCATION IN THE ANDERSON VALLEY. | $200 |
| ANDERSON VALLEY FIREFIGHTERS ASSOCIATION | |||||||
| PO BOX 398 | BOONVILLE | CA | 95415 | NONE | ASSOCIATION | TO PROMOTE FIRE PROTECTION SERVICES IN THE ANDERSON VALLEY. | $150 |
| ANDERSON VALLEY ELDERHOME | |||||||
| PO BOX 455 | BOONVILLE | CA | 95415 | NONE | PUBLIC CHARITY | TO SUPPORT PLANNING & COORDINATION EFFORTS TO DEVELOP AN ASSISTED LIVING FACILITY IN ANDERSON VALLEY. | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1100 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $438 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 19 | ExclusionCode |
| Exclusion | $3,391 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $3,829 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 3829 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | NICOLETTE AUSCHNITT | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18601 HIGHWAY 128 | AddressLine1 |
| City | YORKVILLE | City |
| State | CA | State |
| ZIP Code | 95494 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 49184 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 1/22 PWRSHRS DBA $30 CALLS, 2/11 PRWSHRS DBA $30 CALLS, 5/25 PWRSHRS DBA $30 CALLS | NoncashPropertyDescription |
| Fair Market Value | 49184 | FairMarketValue |
| Date Received | 2011-01-10 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | Category |
| Amount | $750 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (9 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BARD CR, INC 150 SH | 0 | 0 |
| ABERDEEN CHILE 207.22 SH | 4221 | 3124 |
| COLUMBUS MCKINNON 500 SH | 8568 | 6345 |
| FIVE STAR QUALITY 2000 SH | 4450 | 6000 |
| ISHARES MSCI 200 SH | 2178 | 1822 |
| KEMET CORP 800 SH | 10578 | 5640 |
| SMITHFIELD FOODS 200 SH | 4048 | 4856 |
| UNITED PARCEL 200 SH | 14579 | 14638 |
| ZHONGPIN INC 100 SH | 1125 | 852 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ISHARES 1.19.13 80P 4 | AT COST | 1735 | 311 |
| STARBUCKS 01.21.12 25C 5 | AT COST | 8000 | 10507 |
| UNITED PARCEL SERVICE 01.18.14 90C 5 | AT COST | 1064 | 1037 |
| UNITED PARCEL SERVICE 01.19.13 100C 37 | AT COST | 1309 | 365 |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX PAID ON DIVIDENDS | $2 | 0 | 0 |
| FRANCHISE TAX BOARD | $10 | 0 | 0 |
| EXCISE TAX | $1 | 0 | 0 |
| CA DEPT OF JUSTICE | $25 | 0 | 0 |