FREEDOM REIGN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FREEDOM REIGN FOUNDATION (EIN 46-2720183)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-02-26
- IRS object ID
- 202520579349100212
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-26T10:31:43-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462720183 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREEDOM REIGN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FREE | BusinessNameControlTxt |
| Phone | 4088881871 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18020 SARATOGA LOS GATOS ROAD | AddressLine1Txt |
| City | MONTE SERENO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICIA GOETZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4088881871 | PhoneNum |
| Signature | 2025-02-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT N HOFFMAN | PreparerPersonNm |
| PTIN | P01062419 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2025-02-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,117,731 | 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 | $32,232 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $79,496 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $79,496 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $124,621 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $124,621 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,574,135 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,586,646 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,574,135 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $39,939 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,810,484 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,818,191 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $316,173 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $316,173 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $27,609 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $27,609 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,000 | AccountingFeesChrtblPrpsAmt |
| Deprec And Dpltn Rev And Expnss | $73,959 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,147,641 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $257,772 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $889,869 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,572,382 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $257,772 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,240,651 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $670,418 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $670,418 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,242,800 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $257,772 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,911,069 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$432,316 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,560,419 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,848,134 | CashBOYAmt |
| Cash EOY | $1,689,335 | CashEOYAmt |
| Cash EOYFMV | $1,689,335 | CashEOYFMVAmt |
| Other Investments BOY | $32,770,060 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,044,029 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $33,044,029 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,387,461 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $826,144 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $635,276 | LandBOYAmt |
| Land EOY | $561,317 | LandEOYAmt |
| Land EOYFMV | $561,317 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,823,050 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,823,050 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,253,470 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,117,731 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,117,731 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $165,102 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $165,102 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $35,253,470 | RetainedEarningBOYAmt |
| Retained Earning EOY | $36,952,629 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,253,470 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,952,629 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,253,470 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,117,731 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,253,470 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$432,316 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,131,475 | OtherIncreasesAmt |
| Subtotal | $36,952,629 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,952,629 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| FROM PASSTHROUGH: SCHF USTE | P | 2023-01-01 | 2023-12-31 | $12,511 | -$12,511 | -$12,511 | |
| FROM PASSTHROUGH: SCHF USTE | P | 2023-01-01 | 2023-12-31 | $1,586,646 | $1,586,646 | $1,586,646 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,574,135 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,690 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,690 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,690 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,073 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $40,073 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,383 | OverpaymentAmt |
| Applied To ES Tax | $18,383 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | FREEDOMREIGNSEQUINESANCTUARY.COM | WebsiteAddressTxt |
| Individual With Books | FRANK RIMERMAN CO LLP | IndividualWithBooksNm |
| Phone | 6508458100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICIA GOETZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FRANKRIMERMANCO1801 PAGE MILL | AddressLine1Txt |
| Address Line2 | RD | AddressLine2Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT, SECRETARY, CFO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LAUREANO ECHEZARRETA | ||||||||
| 2901 Y ROAD | SAN JUAN BAUTISTA | CA | 95045 | MANAGER | 50.00 | $102,040 | $14,346 | $0 |
| CARRIE ECHEZARRETA | ||||||||
| 2901 Y ROAD | SAN JUAN BAUTISTA | CA | 95045 | MANAGER | 50.00 | $80,700 | $1,587 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EQUINE SANCTUARY - PROVIDE HABITAT, CARE, AND FEED FOR HORSES DESTINED FOR SLAUGHTER. PROVIDING EDUCATIONAL MATERIALS ON THE PLIGHT OF HORSES IN NEED. | Description1Txt |
| Expenses1 | $1,240,651 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $33,247,191 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,560,300 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,807,491 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,807,491 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $537,112 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,270,379 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,763,519 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,763,519 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,690 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,690 | TotalTaxAmt |
| Distributable Before Adj | $1,741,829 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,741,829 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,741,829 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,911,069 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,911,069 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,741,829 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,876,247 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,911,069 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,876,247 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,822 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,707,007 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALICIA GOETZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A MAN WITH A HORSE | ||||||||||||
| 4 JETT CT | ASHVILLE | NC | 288063909 | NONE | PUBLIC CHARITY | TO BRINGING HORSES AND HUMANS TOGETHER FOR HOLISTIC LEARNING AND HEALING | $10,000 | |||||
| AMERICAN WILD HORSE CAMPAIGN | ||||||||||||
| PO BOX 1733 | DAVIS | CA | 95617 | NONE | PUBLIC CHARITY | TO SUPPORT PRESERVATION AND PROTECTION FOR WILD HORSES | $100,000 | |||||
| ANIMAL ASSISTED HAPPINESS | ||||||||||||
| 999 E CARIBBEAN DR | SUNNYVALE | CA | 94089 | NONE | PUBLIC CHARITY | TO ENRICH THE LIVES OF YOUTH WITH NEEDS THROUGH BARNYARD ANIMAL INTERACTIONS | $5,102 | |||||
| BECKLEY FOUNDATION | ||||||||||||
| NONE | PUBLIC CHARITY | TO SCIENTIFICALLY INVESTIGATE THE EFFECTS OF PSYCHOACTIVE SUBSTANCES ON THE BRAIN AND CONSCIOUSNESS IN ORDER TO HARNESS THEIR POTENTIAL BENEFITS AND MINIMISE THEIR POTENTIAL HARMS; LEARN MORE ABOUT CONSCIOUSNESS AND BRAIN FUNCTION; AND DISCOVER AND EXPLORE NEW AVENUES FOR THE TREATMENT OF ILLNESSES. | $5,000 | BECKLEY PARK | OXFORD | UK | OX3 9SY | |||||
| BEST FRIENDS | ||||||||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 847415000 | NONE | PUBLIC CHARITY | TO PROVIDE SANCTUARY FOR HOMELESS ANIMALS AND PROVIDE ADOPTION, SPAY/NEUTER AND EDUCAITONAL PROGRAMS | $100,000 | |||||
| CHEER | ||||||||||||
| 584 CASTRO STREET 307 | SAN FRANCISCO | CA | 94114 | NONE | PUBLIC CHARITY | TO IMPROVING THE LIVES OF PEOPLE LIVING WITH LIFE-CHALLENGING CONDITIONS | $5,000 | |||||
| COUTY OF SANTA CLARA ANIMAL SERVICES | ||||||||||||
| 12425 MONTEREY RD | SAN MARTIN | CA | 95046 | NONE | PUBLIC CHARITY | TO REUNITE LOST PETS WITH THEIR FAMILIES WHILE FINDING HOMES FOR THOSE STILL IN NEED | $5,000 | |||||
| DAVID SHELDRIC WILDLIFE TRUST | ||||||||||||
| NONE | PUBLIC CHARITY | TO PROTECT AFRICA'S WILDLIFE AND TO PRESERVE HABITATS FOR THE FUTURE OF ALL WILD SPECIES. | $25,000 | PO BOX 15555 | MBAGATHI | KE | ||||||
| DIRECT RELIEF | ||||||||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | NONE | PUBLIC CHARITY | TO IMPROVE THE HEALTH AND LIVES OF PEOPLES AFFECTED BY POVERTY OR EMERGENCIES. | $100,000 | |||||
| EQUINE ADVOCATES | ||||||||||||
| 3212 NY-66 | VALATIE | NY | 12184 | NONE | PUBLIC CHARITY | TO RESCUE, PROTECT AND PREVENT ABUSE OF EQUINES | $8,000 | |||||
| FARM SANCTUARY | ||||||||||||
| PO BOX 150 | WATKINS GLEN | NY | 14891 | NONE | PUBLIC CHARITY | TO COMBAT THE ABUSES OF FACTORY FARMING, ADVOCATE FOR INSTITUTIONAL REFORMS, AND ENCOURAGE A NEW AWARENESS AND UNDERSTANDING OF FARM ANIMALS AND THE BENEFITS OF PLANT-BASED LIVING. | $50,000 | |||||
| FRIENDS OF LAUGHING BUCK FARMS | ||||||||||||
| 3724 N CO RD 13 | FORT COLLINS | CO | 80524 | NONE | PUBLIC CHARITY | TO DEVELOPING AND SUPPORTING EDUCATIONAL AND THERAPEUTIC HORSE AND FARM EXPERIENCES | $5,000 | |||||
| HEEHAW DONKEY RESCUE | ||||||||||||
| 12906 APPALOOSA AVE | WELLINGTON | CO | 80549 | NONE | PUBLIC CHARITY | TO RESCUE, REHABILITATE, RE-TRAIN, AND RE-HOME DONKEYS | $10,000 | |||||
| HEROS & HORSES | ||||||||||||
| PO BOX 1067 | MANHATTAN | MT | 59741 | NONE | PUBLIC CHARITY | TO OFFER COMBAT VETERANS AN ALTERNATIVE SOLUTION FOR DEFINING AND APPROACHING THEIR PHYSICAL AND MENTAL SCARS--A SOLUTION THAT DOES NOT INCLUDE PRESCRIPTION MEDICATIONS, OR TRADITIONAL PSYCHOTHERAPY, BUT RATHER THE OPPORTUNITY TO USE TOOLS TO REDEFINE THEIR PURPOSE, REDISCOVER THEIR INNER STRENGTH, AND MAXIMIZE THEIR POTENTIAL BY TAKING OWNERSHIP OF THEIR LIVES FOR THE FIRST TIME SINCE LEAVING SERVICE. | $5,166 | |||||
| HOFFMAN INSTITUTE | ||||||||||||
| 1299 FOURTH STREET 6TH FLOOR | SAN RAFAEL | CA | 94901 | NONE | PUBLIC CHARITY | DEDICATED TO TRANSFORMATIVE ADULT EDUCATION, SPIRITUAL GROWTH, AND THE PERSONAL DIMENSIONS OF LEADERSHIP. | $10,000 | |||||
| HOOVES | ||||||||||||
| 4055 WILKINS ROAD | SWANTON | OH | 43558 | NONE | PUBLIC CHARITY | TO PROVIDE AN EQUINE-GUIDED TRANSFORMATIVE EXPERIENCE THAT PROMOTES SUSTAINABLE PERSONAL GROWTH, HARNESSES THE POWER OF HEALING, AND INSPIRES THE REALIZATION OF MIRACLES IN EVERYDAY LIFE | $5,150 | |||||
| HORSES FOR MENTAL HEALTH | ||||||||||||
| 3039 CANYON LINK DR | PARK CITY | UT | 84098 | NONE | PUBLIC CHARITY | TO INCREASE AWARENESS, PUBLIC ENGAGEMENT, FUNDS, AND ACCESS TO PROGRAMS INCORPORATING HORSES FOR MENTAL HEALTH AND PERSONAL GROWTH | $50,000 | |||||
| HUMANE SOCIETY OF SV | ||||||||||||
| 901 AMES AVE | MILPITAS | CA | 95035 | NONE | PUBLIC CHARITY | SAVING LIVES, KEEPING FAMILIES TOGETHER, AND CREATING A BETTER FUTURE FOR ANIMALS IN OUR COMMUNITY AND BEYOND | $10,000 | |||||
| JAMESON HUMANE | ||||||||||||
| 1199 CUTTINGS WHARF RD | NAPA | CA | 94559 | NONE | PUBLIC CHARITY | TO IMPROVE ANIMAL WELFARE THROUGH GLOBAL COLLABORATION AND EDUCATION FOR THE BENEFIT OF ALL LIFE. | $2,000 | |||||
| MERCY FOR ANIMALS | ||||||||||||
| 8033 SUNSET BLVD SUITE 864 | LOS ANGELES | CA | 90046 | NONE | PUBLIC CHARITY | TO END INDUSTRIAL ANIMAL AGRICULTURE BY CONSTRUCTING A JUST AND SUSTAINABLE FOOD SYSTEM. | $50,000 | |||||
| ONE STEP CLOSER | ||||||||||||
| 3120 SOUTHWEST FWY STE 101 PMB | HOUSTON | TX | 770984520 | NONE | PUBLIC CHARITY | TO IMPROVE THE LIVES OF THOSE WHO SUFFER FROM CEREBRAL PALSY ALONG WITH VARIOUS DISABILITIES. | $5,000 | 74405 | ||||
| SWITCH FOR GOOD | ||||||||||||
| 26 AVANZARE | IRVINE | CA | 92606 | NONE | PUBLIC CHARITY | TO CHANGE PEOPLE'S DIETARY ATTITUDES AND BEHAVIORS. | $50,000 | |||||
| THE GOOD FOOD INSTITUTE | ||||||||||||
| PO BOX 96503 | WASHINGTON DC | DC | 42019 | NONE | PUBLIC CHARITY | TO MAKE THE GLOBAL FOOD SYSTEM BETTER FOR THE PLANET, PEOPLE, AND ANIMALS | $50,000 | |||||
| WILDLIFECENTER OF SV | ||||||||||||
| 3027 PENITENCIA CREEK RD | SAN JOSE | CA | 95132 | NONE | PUBLIC CHARITY | TO PROVIDE QUALITY MEDICAL CARE AND REHABILITATION FOR INJURED, SICK, AND ORPHANED WILDLIFE WITHIN THE SILICON VALLEY COMMUNITY | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $670,418 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,496 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $124,621 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,574,135 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,778,252 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,778,252 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ALICIA GOETZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FRANK RIMERMAN CO 1801 PAGE MIL | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $32,232 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| CHUTE | 2015-01-01 | $30,060 | $30,060 | SL | 7.000000000000 | $0 | $0 |
| FENCE | 2014-10-01 | $80,192 | $43,436 | SL | 15.000000000000 | $5,346 | $0 |
| DODGE TRUCK | 2014-10-31 | $22,604 | $22,604 | SL | 5.000000000000 | $0 | $0 |
| SKID STEER | 2014-11-21 | $41,165 | $41,165 | SL | 5.000000000000 | $0 | $0 |
| BACK HOE | 2015-09-23 | $53,619 | $53,619 | SL | 5.000000000000 | $0 | $0 |
| MOTOR GRADER | 2015-09-23 | $52,617 | $52,617 | SL | 5.000000000000 | $0 | $0 |
| FENCE | 2015-03-01 | $144,382 | $75,797 | SL | 15.000000000000 | $9,625 | $0 |
| FENCE | 2015-05-01 | $59,141 | $30,065 | SL | 15.000000000000 | $3,943 | $0 |
| FENCE | 2015-08-01 | $68,693 | $33,777 | SL | 15.000000000000 | $4,580 | $0 |
| FENCE | 2015-11-01 | $132,626 | $62,999 | SL | 15.000000000000 | $8,842 | $0 |
| WATER TROUGHS & CONCRETE | 2015-08-15 | $185,332 | $92,663 | SL | 15.000000000000 | $12,355 | $0 |
| CORRALS | 2015-08-15 | $71,804 | $35,902 | SL | 15.000000000000 | $4,787 | $0 |
| ROADS | 2015-08-15 | $178,186 | $89,093 | SL | 15.000000000000 | $11,879 | $0 |
| WELLS/TANKS/PUMPS | 2015-08-15 | $61,105 | $30,555 | SL | 15.000000000000 | $4,074 | $0 |
| BARN | 2015-08-15 | $97,097 | $18,364 | SL | 39.000000000000 | $2,490 | $0 |
| BARN | 2016-03-08 | $29,678 | $5,168 | SL | 39.000000000000 | $761 | $0 |
| FENCE | 2016-03-01 | $49,492 | $21,444 | SL | 15.000000000000 | $3,299 | $0 |
| ROADS | 2016-03-25 | $420 | $182 | SL | 15.000000000000 | $28 | $0 |
| ROADS | 2016-07-15 | $11,948 | $5,180 | SL | 15.000000000000 | $797 | $0 |
| ROADS | 2016-10-15 | $17,300 | $7,495 | SL | 15.000000000000 | $1,153 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | AMENDED RETURN EXPLANATION | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | THIS RETURN IS BEING AMENDED TO INCLUDE AN ADDITIONAL CHARITABLE CONTRIBUTION MADE TO DIRECT RELIEF ON 12/31/2023 TOTALLING $100,000 THAT WAS INADVERTENTLY OMITTED FROM THE ORIGINALLY FILED RETURN. THE RESULT IS AN INCREASE IN CONTRIBUTIONS ON PART I, LINE 25 FROM $570,418 TO $670,418 AND ADJUSTS THE TOTAL AMOUNT OF QUALIFYING DISTRIBUTIONS REPORTED ON PART XI, LINE, 1A FROM $1,811,069 TO $1,911,069. THE TOTAL UNDISTRIBUTED INCOME FOR 2022 ON THIS AMENDED RETURN IS NOW $0 AS REPORTED ON PART XII, COLUMN C, LINE 6E AND THE UNDISTRIBUTED INCOME FORM 2023 IS NOW $1,707,007 AS REPORTED ON PART XII, COLUMN D, LINE 6F. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SCHF USTE, LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $33,044,029 | BookValueAmt |
| EOYFMV | $33,044,029 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| CHUTE | $30,060 | $30,060 | $0 |
| FENCE | $80,192 | $48,782 | $31,410 |
| DODGE TRUCK | $22,604 | $22,604 | $0 |
| SKID STEER | $41,165 | $41,165 | $0 |
| BACK HOE | $53,619 | $53,619 | $0 |
| MOTOR GRADER | $52,617 | $52,617 | $0 |
| FENCE | $144,382 | $85,422 | $58,960 |
| FENCE | $59,141 | $34,008 | $25,133 |
| FENCE | $68,693 | $38,357 | $30,336 |
| FENCE | $132,626 | $71,841 | $60,785 |
| WATER TROUGHS & CONCRETE | $185,332 | $105,018 | $80,314 |
| CORRALS | $71,804 | $40,689 | $31,115 |
| ROADS | $178,186 | $100,972 | $77,214 |
| WELLS/TANKS/PUMPS | $61,105 | $34,629 | $26,476 |
| BARN | $97,097 | $20,854 | $76,243 |
| BARN | $29,678 | $5,929 | $23,749 |
| FENCE | $49,492 | $24,743 | $24,749 |
| ROADS | $420 | $210 | $210 |
| ROADS | $11,948 | $5,977 | $5,971 |
| ROADS | $17,300 | $8,648 | $8,652 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION RECEIVABLE (SCHF) | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,823,050 | EOYBookValueAmt |
| EOYFMV | $1,823,050 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| VEHICLE REPAIRS AND MAINTENANCE | $24,387 | $0 | $24,387 |
| DISPOSAL FEES | $1,327 | $0 | $1,327 |
| FEED | $36,412 | $0 | $36,412 |
| FEES, BUSINESS EXPENSES & WEBSITE UPDATE | $41,278 | $0 | $41,278 |
| FILING FEES | $100 | $0 | $100 |
| GAS/PROPANE | $33,643 | $0 | $33,643 |
| HAY FARMING | $207,039 | $0 | $207,039 |
| TOOLS & EQUIPMENT RENTAL | $54,476 | $0 | $54,476 |
| SHED | $6,438 | $0 | $6,438 |
| UTILITIES | $18,084 | $0 | $18,084 |
| VETERINARIAN | $87,027 | $0 | $87,027 |
| FARM EQUIPMENT | $78,625 | $0 | $78,625 |
| STOCK TRAILER | $16,500 | $0 | $16,500 |
| DESIGN COST FOR NEW FARM STRUCTURES | $100,000 | $0 | $100,000 |
| FILM - HORSE HEALING | $170,000 | $0 | $170,000 |
| ELECTRIC PANEL REPAIR | $9,800 | $0 | $9,800 |
| GAS/DIESEL | $4,733 | $0 | $4,733 |
| INCOME FROM PASSTHROUGH: SCHF USTE, LP | $257,772 | $257,772 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| UBTI INCOME EXCLUDED REPORTED ON 990-PF | $0 | $38,896 | $0 |
| UBTI INCOME EXCLUDED REPORTED ON 990-PF | $0 | $1,043 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM K-1: SCHF USTE, L.P. - UNREALIZED APPRECIATION AND TIMING DIFFERENCES | Desc |
| Amt | $2,131,475 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICIA GOETZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FRANK RIMERMAN COLLP 1801 PAGE | AddressLine1Txt |
| Address Line2 | MILL ROAD SUITE 100 | AddressLine2Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |