FIELD FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
FIELD FAMILY FOUNDATION (EIN 06-6462956)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-14
IRS object ID
202431359349101288
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-14T17:20:47-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN831773510PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CASTELLANO-PIATT ACCOUNTINGBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12469 CORRALES RD STE A5AddressLine1Txt
CityCORRALESCityNm
State AbbreviationNMStateAbbreviationCd
ZIP87048ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN066462956EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FIELD FAMILY FOUNDATION TRUSTBusinessNameLine1Txt
Business Name Line2C/O THOMAS B FIELDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFIELBusinessNameControlTxt
Phone2039873660PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line165 ARROYO VENADA ROADAddressLine1Txt
CityPLACITASCityNm
State AbbreviationNMStateAbbreviationCd
ZIP87043ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS FIELDSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5054599639PhoneNum
Signature2024-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTHOMASPersonFirstNm
Person LastFIELDSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRUTH ANN PIATT CPAPreparerPersonNm
PTINP00943435PTIN
Phone5058977382PhoneNum
Preparation2024-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,199,289FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$24,953DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,953DividendsNetInvstIncmAmt
Dividends Adj Net Incm$24,953DividendsAdjNetIncmAmt
Other Income Rev And Expnss$332OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$332OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$332OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$25,285TotalRevAndExpnssAmt
Total Net Invst Incm$25,285TotalNetInvstIncmAmt
Total Adj Net Incm$25,285TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$965AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$965AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$33TaxesRevAndExpnssAmt
Taxes Net Invst Incm$33TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$998TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$998TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,998TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$998TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$23,287ExcessRevenueOverExpensesAmt
Net Investment Income$24,287NetInvestmentIncomeAmt
Adjusted Net Income$25,285AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$136,136CashBOYAmt
Cash EOY$157,987CashEOYAmt
Cash EOYFMV$157,986CashEOYFMVAmt
Corporate Stock BOY$353,691CorporateStockBOYAmt
Corporate Stock EOY$353,691CorporateStockEOYAmt
Corporate Stock EOYFMV$995,714CorporateStockEOYFMVAmt
Corporate Bonds BOY$45,432CorporateBondsBOYAmt
Corporate Bonds EOY$46,684CorporateBondsEOYAmt
Corporate Bonds EOYFMV$45,589CorporateBondsEOYFMVAmt
Total Assets BOY$535,259TotalAssetsBOYAmt
Total Assets EOY$558,362TotalAssetsEOYAmt
Total Assets EOYFMV$1,199,289TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$535,259CapitalStockBOYAmt
Capital Stock EOY$558,362CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$535,259TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$558,362TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$535,259TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$558,362TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$535,259TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$23,287ExcessRevenueOverExpensesAmt
Subtotal$558,546SubtotalAmt
Other Decreases$184OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$558,362TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$338InvestmentIncomeExciseTaxAmt
Subtotal$338SubtotalAmt
Tax Based On Investment Income$338TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$454EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$454TotalPaymentsAndCreditsAmt
Overpayment$116OverpaymentAmt
Applied To ES Tax$116AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHOMAS FIELDSIndividualWithBooksNm
Phone2039873660PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line165 ARROYO VENADA ROADAddressLine1Txt
CityPLACITASCityNm
State AbbreviationNMStateAbbreviationCd
ZIP870439101ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonTHOMAS FIELDSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line165 ARROYO VENADA ROADAddressLine1Txt
CityPLACITASCityNm
State AbbreviationNMStateAbbreviationCd
ZIP870439101ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$961,556AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$146,042AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,107,598TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,107,598AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,614CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,090,984NetVlNoncharitableAssetsAmt
Minimum Investment Return$54,549MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$54,549MinimumInvestmentReturnAmt
Tax Based On Investment Income$338TaxBasedOnInvestmentIncomeAmt
Total Tax$338TotalTaxAmt
Distributable Before Adj$54,211DistributableBeforeAdjAmt
Distributable Before Ded$54,211DistributableBeforeDedAmt
Distributable As Adjusted$54,211DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,000ExpensesAndContributionsAmt
Qualifying Distributions$1,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$54,211DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$14,081ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr1$26,878ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$40,959TotalExcessDistributionCyovAmt
Qualifying Distributions$1,000QualifyingDistributionsAmt
Applied To Current Year$1,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$40,959ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$40,959ExcessDistributionCyovAppCYAmt
Undistributed Income CY$12,252UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CASA ROSA FOOD PANTRY
PO BOX 768PLACITASNM87043501(C)(3)GENERAL PURPOSE$500
ST VINCENT DE PAUL
4210 MENAUL BLVDALBUQUERQUENM87110501(C)(3)GENERAL PURPOSE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$24,953ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$332ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$25,285ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$25,285TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
ANDERSON TAX LLC
CASTELLANO=PIATT CPA$965$965

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGOLDMAN SACHS SHORT DURATIONBondNm
EOY Book Value$46,684EOYBookValueAmt
EOYFMV$45,589EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES RUSSELL 1000 GROWTH ETF$47,549$77,668
APPLE INC.$14,056$134,771
ISHARES SELECT DIVIDEND ETF$114,254$263,159
VANUGUARD INTL EQUITY INDEX FUND$10,292$9,823
GS SHORT DURATION INCOME INSTITUTION
ISHARES RUSSELL 2000 ETF$88,040$150,733
ISHARES RUSSELL 1000 VALUE ETF
ISHARES TR RUS 1000 GRW ETF$79,500$359,560

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENT DUE TO INCOME BEING ISSUEDDesc
Amt$184Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFIDELITY 5668Desc
Revenue And Expenses Per Books$332RevenueAndExpensesPerBooksAmt
Net Investment Income$332NetInvestmentIncomeAmt
Adjusted Net Income$332AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$33Amt
Net Investment Income$33NetInvestmentIncomeAmt

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