BONNER FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BONNER FAMILY FOUNDATION (EIN 81-4330883)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-11
- IRS object ID
- 202441939349100824
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-11T15:39:48-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 814330883 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bonner Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BONN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCUS CLARKE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-06-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARCUS | PersonFirstNm |
| Person Last | CLARKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $712,777 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,370 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,370 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,433 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,433 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,795 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $130,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,795 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $50,598 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,598 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $156 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $156 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,649 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $11,649 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,305 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,805 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $101,805 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $101,305 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,207 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,598 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $132,985 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $62,662 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $62,662 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $616,494 | CorporateStockBOYAmt |
| Corporate Stock EOY | $585,610 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $600,112 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $50,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $50,003 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $749,479 | TotalAssetsBOYAmt |
| Total Assets EOY | $698,272 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $712,777 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $749,479 | RetainedEarningBOYAmt |
| Retained Earning EOY | $698,272 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $749,479 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $698,272 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $749,479 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $698,272 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $749,479 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,207 | ExcessRevenueOverExpensesAmt |
| Subtotal | $698,272 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $698,272 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $130,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $104,205 | CostOrOtherBasisAmt |
| Gain Or Loss | $25,795 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $25,795 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,795 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $703 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $703 | SubtotalAmt |
| Tax Based On Investment Income | $703 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $96 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $700 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $796 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $93 | OverpaymentAmt |
| Applied To ES Tax | $93 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Ericka Bender | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Vivian Bonner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 3.0 | $0 | $0 | $0 |
| Chris Cates | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 2.0 | $0 | $0 | $0 |
| Chris Carl Clarke | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Marcus Clarke-Goss | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres | 25.0 | $0 | $0 | $0 |
| Nancy Gail Clarke-Goss | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, VP | 5.0 | $0 | $0 | $0 |
| Dan Pick | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $647,575 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,070 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $747,645 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $747,645 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,215 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $736,430 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,822 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,822 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $703 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $703 | TotalTaxAmt |
| Distributable Before Adj | $36,119 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,119 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,119 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $101,305 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $101,305 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,119 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $108,176 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $30,684 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $56,527 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $195,387 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $101,305 | QualifyingDistributionsAmt |
| Applied To Current Year | $36,119 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $65,186 | RemainingDistriFromCorpusAmt |
| Total Corpus | $260,573 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $260,573 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $108,176 | ExcessFromYear4Amt |
| Excess From Year2 | $30,684 | ExcessFromYear2Amt |
| Excess From Year1 | $56,527 | ExcessFromYear1Amt |
| Excess From Current Year | $65,186 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Vivian Bonner | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAGE TO COUCH INC | |||||||
| 619 N CLEMENTINE ST | ANAHEIM | CA | 92805 | N/A | PC | Rescue, shelter and veterinary expenses of research beagles fund | $2,500 |
| CAGE TO COUCH INC | |||||||
| 619 N CLEMENTINE ST | ANAHEIM | CA | 92805 | N/A | PC | General & Unrestricted | $10,000 |
| DEMING ANIMAL GUARDIANS | |||||||
| PO BOX 1275 | DEMING | NM | 88031 | N/A | PC | General & Unrestricted | $10,000 |
| DEMING ANIMAL GUARDIANS | |||||||
| PO BOX 1275 | DEMING | NM | 88031 | N/A | PC | transport of cats and dog for adoption | $8,000 |
| DOG IS MY COPILOT | |||||||
| PO BOX 3399 | JACKSON | WY | 83001 | N/A | PC | General & Unrestricted | $12,000 |
| GENTLE GIANTS DRAFT HORSE RESCUE SOCIETY LTD | |||||||
| 17250 OLD FREDERICK RD | MOUNT AIRY | MD | 21771 | N/A | PC | General & Unrestricted | $6,000 |
| JUNES SENIOR CAT RESCUE INC | |||||||
| PO BOX 16521 | ALBUQUERQUE | NM | 87191 | N/A | PC | General & Unrestricted | $5,000 |
| LOS SUENOS COMMUNITY GIVING | |||||||
| 1670 UNIVERSITY BLVD NE | ALBUQUERQUE | NM | 87102 | N/A | PC | 2024 Veterinary Conference fund | $10,000 |
| NMDOG INC | |||||||
| 9445 COORS BLVD NW 171 | ALBUQUERQUE | NM | 87114 | N/A | PC | General & Unrestricted | $8,000 |
| PERFECT HARMONY-ANIMAL RESCUE AND SANCTUARY | |||||||
| 636 PALMAS ST | CHAPARRAL | NM | 88081 | N/A | PC | General & Unrestricted | $6,000 |
| WALKIN N CIRLCES RANCH INC | |||||||
| PO BOX 626 | EDGEWOOD | NM | 87015 | N/A | PC | General & Unrestricted | $6,000 |
| WILD SPIRIT WOLF SANCTUARY | |||||||
| HC 61 BOX 28 | RAMAH | NM | 87321 | N/A | PC | General & Unrestricted | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,370 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,433 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,795 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $50,598 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,598 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | WESTERN ALLIANCE BANK - 5.350% | BondNm |
| EOY Book Value | $50,000 | EOYBookValueAmt |
| EOYFMV | $50,003 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN BALANCED FUND CL A | $117,724 | $138,807 |
| AMERICAN FDS NEW WORLD FUND A | $109,066 | $88,055 |
| AMERICAN FUNDS AMERICAN MUTUAL | $62,150 | $72,447 |
| AMERICAN FUNDS INCOME FD OF AM | $70,244 | $74,601 |
| AMERICAN FUNDS NEW PERSPECTIVE | $71,260 | $71,460 |
| AMERICAN FUNDS STRATEGIC BOND | $50,413 | $51,629 |
| AMERICAN GROWTH FD OF AMERICA | $85,197 | $82,967 |
| CHEWY INC | $3,369 | $2,363 |
| ELANCO ANIMAL HEALTH INCORPORA | $5,781 | $2,980 |
| ZOETIS INC | $10,406 | $14,803 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $9,812 | $9,812 |
| Digital Subscriptions | $1,176 | $1,176 |
| Office Supplies | $318 | $318 |
| Postage/Delivery Service | $332 | $332 |
| State or Local Filing Fees | $11 | $11 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Extension for 2022 | CategoryTxt |
| Amt | $500 | Amt |
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