STRATEGY STUDIO / PUBLIC DATA EXPLORER

TURNIP TOP FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
TURNIP TOP FOUNDATION (EIN 20-1510559)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-06-27
IRS object ID
201241799349100304
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-06-27T15:06:57-07:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Koehler & Associates CPAsBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11541 The AlamedaAddressLine1
CitySan JoseCity
StateCAState
ZIP Code951263435ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN201510559EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1The Turnip Top FoundationBusinessNameLine1
Business Name Line2co 1st Republic - P RoyerBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlTURNNameControl

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 Pine StreetAddressLine1
CitySan FranciscoCity
StateCAState
ZIP Code94111ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NamePam J RoyerName
TitleTrusteeTitle
Date Signed2012-06-27DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDavid R Koehler CPAName
Phone4082867400Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1577331FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss9InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm9InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm9InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss20785DividendsRevAndExpnss
Dividends Net Invst Incm20785DividendsNetInvstIncm
Dividends Adj Net Incm20785DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss2201NetGainSaleAssetsRevAndExpnss
Gross Sales Price215391GrossSalesPrice
Capital Gain Net Incm Net Invst Incm2201CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses22995TotalRevenueAndExpenses
Total Net Investment Income22995TotalNetInvestmentIncome
Total Adjusted Net Income20794TotalAdjustedNetIncome
Accounting Fees Rev And Expnss3250AccountingFeesRevAndExpnss
Accounting Fees Dsbrs Chrtbl Prps3250AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss12935OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm12935OtherProfFeesNetInvstIncm
Taxes Rev And Expnss493TaxesRevAndExpnss
Taxes Net Invst Incm493TaxesNetInvstIncm
Tot Opr Expenses Rev And Expnss16678TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm13428TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps3250TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss98600ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps98600ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss115278TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm13428TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps101850TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-92283ExcessOfRevenueOverExpenses
Net Investment Income9567NetInvestmentIncome
Adjusted Net Income20794AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY298124SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY147251SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV147251SavingsAndTempCashInvstEOYFMV
Prepaid Expenses BOY7083PrepaidExpensesBOY
Prepaid Expenses EOY6590PrepaidExpensesEOY
Prepaid Expenses EOYFMV6590PrepaidExpensesEOYFMV
Investments Other BOY1008371InvestmentsOtherBOY
Investments Other EOY1067454InvestmentsOtherEOY
Investments Other EOYFMV1423490InvestmentsOtherEOYFMV
Total Assets BOY1313578TotalAssetsBOY
Total Assets EOY1221295TotalAssetsEOY
Total Assets EOYFMV1577331TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY1313578UnrestrictedBOY
Unrestricted EOY1221295UnrestrictedEOY
Total Net Assets BOY1313578TotalNetAssetsBOY
Total Net Assets EOY1221295TotalNetAssetsEOY
Total Liabilities Net Assets BOY1313578TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1221295TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1313578TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-92283ExcessOfRevenueOverExpenses
Subtotal1221295Subtotal
Total Net Assets Fund Balances EOY1221295TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income2201CapitalGainNetIncome
Net Short Term Capital Gain Or Loss-27665NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1103175QualifyingDistributionsYear1
Noncharitable Assets Year11570645NoncharitableAssetsYear1
Distribution Ratio Year10.06569DistributionRatioYear1
Qualifying Distributions Year279500QualifyingDistributionsYear2
Noncharitable Assets Year21472068NoncharitableAssetsYear2
Distribution Ratio Year20.05401DistributionRatioYear2
Qualifying Distributions Year3111545QualifyingDistributionsYear3
Noncharitable Assets Year31968842NoncharitableAssetsYear3
Distribution Ratio Year30.05666DistributionRatioYear3
Qualifying Distributions Year4126582QualifyingDistributionsYear4
Noncharitable Assets Year42295042NoncharitableAssetsYear4
Distribution Ratio Year40.05516DistributionRatioYear4
Qualifying Distributions Year582750QualifyingDistributionsYear5
Noncharitable Assets Year52021808NoncharitableAssetsYear5
Distribution Ratio Year50.04093DistributionRatioYear5
Total Distribution Ratio0.27244TotalDistributionRatio
Average Distribution Ratio0.05449AverageDistributionRatio
Net Noncharitable Assets1667015NetNoncharitableAssets
Adjusted Noncharitable Assets90831AdjustedNoncharitableAssets
One Percent Net Investment Income96OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One90927AdjNonchrtblAssetsAndOnePct
Qualifying Distributions101850QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax96InvestmentIncomeExciseTax
Subtotal96Subtotal
Tax Based On Investment Income96TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment6590EstTaxPaymentsAndOverpayment
Total Credits And Payments6590TotalCreditsAndPayments
Overpayment6494Overpayment
Amount Credited To Next Year6494AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508efalseRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1Robin MagowanBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number4153964632BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1111 Pine StreetAddressLine1
CitySan FranciscoCity
StateCAState
ZIP Code94111ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
Pam J Royer
111 Pine StreetSan FranciscoCA94111Trustee0.000
Robin Magowan
c/o 111 Pine StreetSan FranciscoCA94111Director2.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1535906AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances156495AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1692401TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets1692401AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable25386CashDeemedCharitable
Net Noncharitable Assets1667015NetNoncharitableAssets
Minimum Investment Return83351MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return83351MinimumInvestmentReturn
Tax Based On Investment Income96TaxBasedOnInvestmentIncome
Total Tax96TotalTax
Distributable Amount Before Adj83255DistributableAmountBeforeAdj
Distributable Amount Before Ded83255DistributableAmountBeforeDed
Distributable Amount As Adjusted83255DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions101850ExpensesAndContributions
Qualifying Distributions101850QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm96OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions101754AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted83255DistributableAmountAsAdjusted
Excess Distri Carryover Year42835ExcessDistriCarryoverYear4
Excess Distri Carryover Year313134ExcessDistriCarryoverYear3
Excess Distri Carryover Year25920ExcessDistriCarryoverYear2
Excess Distri Carryover Year125631ExcessDistriCarryoverYear1
Total Excess Distri Carryover47520TotalExcessDistriCarryover
Qualifying Distributions101850QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year83255AppliedToCurrentYear
Remaining Distri From Corpus18595RemainingDistriFromCorpus
Total Corpus66115TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year66115ExcessDistriCyovToNextYear
Excess From Year42835ExcessFromYear4
Excess From Year313134ExcessFromYear3
Excess From Year25920ExcessFromYear2
Excess From Year125631ExcessFromYear1
Excess From Current Year18595ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (36 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
The Bart Foundation
PO box 250MT PleasantTX75456NonePublicContributions to 501c3 organization$1,000
The Town of Salisbury
5 Beach RdSalisburyMA01952NonePublicContributions to 501c3 organization$500
Prime Time
8330 Hamburd rdBrightonMI48116NonePublicContributions to 501c3 organization$500
The Los Angeles Nomadic Division
8033 Sunset Blvd 455Los AngelesCA90046NonePublicContributions to 501c3 organization$1,000
The Hotchkiss Library
10 Upper Main StSharonCT06069NonePublicContributions to 501c3 organization$500
Stonnington Village Improvement Ass
PO Box 18StoningtonCT06378NonePublicContributions to 501c3 organization$5,000
Supporters of Summit
518 West Magnolia AvenueAuburnAL36832NonePublicContributions to 501c3 organization$5,000
P EAR
338 NW 6th AvePortlandOR97209NonePublicContributions to 501c3 organization$3,000
East Bay Community Foundation
200 Frank H Ogawa PlazaOaklandCA94612NonePublicContributions to 501c3 organization$500
Community Foundation of North
425 Cedar st 310WaterlooIA50701NonePublicContributions to 501c3 organization$500
International Mountain Bicycling
207 Canyon Ste 301BoulderCO80302NonePublicContributions to 501c3 organization$1,000
Reed College Annual Fund
3203 SE Woodstock BlvdPortlandOR97202NonePublicContributions to 501c3 organization$3,000
Whittier PTA
536 Hill StreetDowners GroveIL60515NonePublicContributions to 501c3 organization$1,000
UCCS Theatrworks
3955 Regent CircleColorado SpringsCO80918NonePublicContributions to 501c3 organization$5,000
Paul David Clark Bicycling
207 Caynon Blvd Suite 202BoulderCO80302NonePublicContributions to 501c3 organization$1,000
Sundays live Museum of art
5905 Wilshire BlvdLos AngelesCA90036NonePublicContributions to 501c3 organization$2,000
St Bernard's school
4 East 98th StreetNew YorkNY10029NonePublicContributions to 501c3 organization$500
Santa Monica Museum of Art
2525 Michigan AveSanta MonicaCA90404NonePublicContributions to 501c3 organization$600
Poets Writers
PO Box 422460Palm coastFL32142NonePublicContributions to 501c3 organization$500
PICA
415 SW 10th Ave Ste 300PortlandOR97205NonePublicContributions to 501c3 organization$1,000
Paul David Clark Bicycling Safety F
PO Box 2359BoulderCO80306NonePublicContributions to 501c3 organization$1,000
North American Rock Garden Society
PO BoxRaleighNC27619NonePublicContributions to 501c3 organization$6,500
The Metropolitan Operat
Lincoln CenterNew YorkNY10023NonePublicContributions to 501c3 organization$500
Heifer International
PO Box 8058Little RockAK72203NonePublicSupport art and educational programs$500
Hammer Museum
10899 Wilshire BoulevardLos AngelesCA90024NonePublicSupport art and educational programs$15,000
MOCA
250 South Grand AvenueLos AngelesCA90012NonePublicSupport of other charitable organization$1,500
Calvert Foundation
7315 Wisconsin Avenue Ste 1100WBethesdaMD20814NonePublicSupport art and educational programs$14,500
Emma Goldman Clinic
227 North Dubuque StreetIowa CityIA52245NonePublicContributions to 501c3 organization$4,000
American Civil Liberties Union of C
32 Grand St 3HartfordCT06106NonePublicSupport art and educational programs$2,500
Crescendo
110 Camino RuizCamarilloCA93012NonePublicSupport art and educational programs$13,500
WAMC
318 Central AveAlbanyNY12206NonePublicSupport art and educational programs$500
Music Mountain
225 Music Mountain RdFalls VillageCT06031NonePublicSupport art and educational programs$1,000
BNARGS
PO Box 826 Intersection RouteStockbridgeMA01262NonePublicSupport educational programs$2,000
SCAN
1506 Staples Mill Road SuiteRichmondVA23230NonePublicSupport educational programs$500
USA Cycling Development Found
1 Olympic Plaza - Building 6Colorado SpringsCO80909NonePublicSupport educational programs$1,000
Academy of American Poets
75 Maiden Lane 901New YorkNY10038NonePublicSupport educational programs$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year98600TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$9ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$20,785ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income2201RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$20,794ExclusionAmount
Related Or Exempt Function Income2201RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA22995TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryAccounting FeesCategory
Amount$3,250Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps3250DisbursementsCharitablePrps

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryInvestment ExpensesCategory
Amount$12,935Amount
Net Investment Income12935NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryExcise TaxCategory
Amount$493Amount
Net Investment Income493NetInvestmentIncome