THE NELL NEWMAN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE NELL NEWMAN FOUNDATION INC (EIN 27-1972605)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-19
- IRS object ID
- 202442639349100014
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-19T13:49:44-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1188 PADRE DRIVE STE 101 | AddressLine1Txt |
| City | SALINAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93901 | 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 | 271972605 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NELL NEWMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NELL | BusinessNameControlTxt |
| Phone | 8313164574 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3263 | AddressLine1Txt |
| City | SANTA CRUZ | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95063 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD JAMES COX | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8313164574 | PhoneNum |
| Signature | 2024-09-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AUTUMN ROSSI | PreparerPersonNm |
| PTIN | P01404602 | PTIN |
| Phone | 8317596300 | PhoneNum |
| Preparation | 2024-09-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $542,291 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $367,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $220 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $220 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$28,310 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $199,630 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$59,376 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$59,117 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $280,056 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | -$58,875 | 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 | $27,964 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $13,982 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $13,982 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,384 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,192 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,192 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,295 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10,295 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,680 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,340 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,340 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,477 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,967 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,510 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,738 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,738 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,799 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,799 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,337 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,776 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,561 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $137,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $137,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $211,837 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,776 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $175,061 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $68,219 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,575 | CashBOYAmt |
| Cash EOY | $157,729 | CashEOYAmt |
| Cash EOYFMV | $157,729 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $179,202 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $156,416 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $156,416 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $515,440 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $228,146 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $228,146 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $705,217 | TotalAssetsBOYAmt |
| Total Assets EOY | $542,291 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $542,291 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $117 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $237,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $237,617 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $467,600 | RetainedEarningBOYAmt |
| Retained Earning EOY | $542,291 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $467,600 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $542,291 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $705,217 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $542,291 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $467,600 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $68,219 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,472 | OtherIncreasesAmt |
| Subtotal | $542,291 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $542,291 | 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 | $199,630 | GrossSalesPriceAmt |
| Cost Or Other Basis | $227,940 | CostOrOtherBasisAmt |
| Gain Or Loss | -$28,310 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$28,310 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$28,310 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $397 | 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 | $397 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $397 | OverpaymentAmt |
| Applied To ES Tax | $397 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NELLNEWMANFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | EVELYN FASHEH | IndividualWithBooksNm |
| Phone | 8313164574 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3263 | AddressLine1Txt |
| City | SANTA CRUZ | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95063 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ELINOR T NEWMAN | ||||||||
| PO BOX 3263 | SANTA CRUZ | CA | 95063 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| ROBERT SCOWCROFT | ||||||||
| PO BOX 3263 | SANTA CRUZ | CA | 95063 | SECRETARY (THRU 12/23) | 2.00 | $0 | $0 | $0 |
| EDWARD JAMES COX | ||||||||
| PO BOX 3263 | SANTA CRUZ | CA | 95063 | TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $124,807 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $193,342 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $228,146 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $546,295 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $546,295 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,194 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $538,101 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,905 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,905 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $26,905 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $26,905 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $26,905 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $175,061 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $175,061 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,905 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $459,486 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $701,484 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $465,242 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $320,651 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $440,762 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,387,625 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $175,061 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,905 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $148,156 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,535,781 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $459,486 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,076,295 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $701,484 | ExcessFromYear4Amt |
| Excess From Year3 | $465,242 | ExcessFromYear3Amt |
| Excess From Year2 | $320,651 | ExcessFromYear2Amt |
| Excess From Year1 | $440,762 | ExcessFromYear1Amt |
| Excess From Current Year | $148,156 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD JAMES COX | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| WESTERN ORGANIZATION OF RESOURCE COUNCILS | ||||||
| 220 S 27TH ST STE B | BILLINGS | MT | 59101 | PC | GENERAL OPERATIONS | $1,000 |
| COMMUNITY FOUNDATION OF MONTEREY COUNTY (MC GIVES CAMPAIGN FOR MONTEREY BAY | ||||||
| 2354 GARDEN ROAD | MONTEREY | CA | 93940 | PC | MC GIVES CAMPAIGN FOR MONTEREY BAY FISHERIES TRUST | $1,000 |
| COMMUNITY AGROECOLOGY NETWORK | ||||||
| PO BOX 7653 | SANTA CRUZ | CA | 95061 | PC | GENERAL OPERATIONS | $1,000 |
| ORGANIC ASSOCIATION OF KENTUCKY | ||||||
| PO BOX 22244 | LEXINGTON | KY | 40522 | PC | GENERAL OPERATIONS | $1,000 |
| NORTH AMERICAN MARINE ALLIANCE INC (NAMA) | ||||||
| 222 MAIN STREET | GLOUCESTER | MA | 01930 | PC | GENERAL OPERATIONS | $1,000 |
| FOOD AND ENVIRONMENT REPORTING NETWORK (FERN) | ||||||
| 580 FIFTH AVE STE 820 | NEW YORK | NY | 10037 | PC | LISA HAMILTON BOOK RESTRICTED FOR HMONG TRANSLATION SERVICES | $1,000 |
| ECOLOGICAL FARMING ASSOCIATION (ECOFARM) | ||||||
| PO BOX 2006 | SANTA CRUZ | CA | 95063 | PC | CONFERENCE SCHOLARSHIP PROGRAM | $2,500 |
| COOK INLETKEEPER | ||||||
| 3734 BEN WALTERS LANE | HOMER | AK | 99603 | PC | GENERAL OPERATIONS | $2,500 |
| FOOD AND ENVIRONMENT REPORTING NETWORK (FERN) | ||||||
| 580 FIFTH AVE STE 820 | NEW YORK | NY | 10036 | PC | GENERAL OPERATIONS | $2,500 |
| CORNER POST FUND | ||||||
| PO BOX 105 | ESCALANTE | UT | 84726 | PC | GENERAL OPERATIONS | $2,500 |
| SUSTAINABLE AGRICULTURE & FOOD SYSTEMS FUNDERS | ||||||
| 133 EAST DE LA GUERRA 306 | SANTA BARBARA | CA | 93101 | PC | FOR POLICY PROGRAM SUPPORT | $2,500 |
| FIRST NATIONS DEVELOPMENT INSTITUTE | ||||||
| 2432 MAIN ST | LONGMONT | CO | 80501 | PC | NATIVE AGRICULTURE AND FOOD SYSTEMS PROGRAM | $2,500 |
| EARTH ISLAND INSTITUTE | ||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 94704 | PC | CALCAN | $3,500 |
| STATE INNOVATION EXCHANGE | ||||||
| 1360 REGENT ST PMB 257 | MADISON | WI | 53715 | PC | GENERAL OPERATIONS | $4,000 |
| STATES NEWSROOM | ||||||
| 50 F ST NW STE 460 | WASHINGTON | DC | 20001 | PC | KANSAS REFLECTOR | $4,000 |
| FARM COMMONS | ||||||
| 302 W AUSTIN ST | DULUTH | MN | 55803 | PC | FISHERIES AND MARINE BUSINESS LAW PROJECT | $5,000 |
| KANSAS SAMPLER FOUNDATION | ||||||
| 978 ARAPAHO ROAD | INMAN | KS | 67546 | PC | GENERAL OPERATIONS | $5,000 |
| FOOD 4 FARMERS | ||||||
| 70 S WINOOSKI AVE STE 1W 312 | BURLINGTON | VT | 05401 | PC | GENERAL OPERATIONS | $5,000 |
| FIRST ALASKANS INSTITUTE | ||||||
| 606 E ST STE 200 | ANCHORAGE | AK | 99501 | PC | GENERAL OPERATIONS | $5,000 |
| WOMEN'S RIGHTS & EMPOWERMENT NETWORK (SCWREN) | ||||||
| 1201 MAIN STREET SUITE 1820 | COLUMBIA | SC | 29201 | PC | GENERAL OPERATIONS | $5,000 |
| PESTICIDE ACTION NETWORK NORTH AMERICA | ||||||
| 2029 UNIVERSITY AVE SUITE 200 | BERKELEY | CA | 94704 | PC | GENERAL OPERATIONS | $5,000 |
| FARM AID INC | ||||||
| 501 CAMBRIDGE STREET 3RD FLOOR | CAMBRIDGE | MA | 02141 | PC | GENERAL OPERATIONS | $5,000 |
| ALASKA MARINE CONSERVATION COUNCIL | ||||||
| PO BOX 2190PO BOX 2190 | HOMER | AK | 99603 | PC | GENERAL OPERATIONS | $5,000 |
| MIDCOAST CONSERVANCY | ||||||
| PO BOX 439 | EDGECOMB | ME | 04556 | PC | GENERAL OPERATIONS | $10,000 |
| PLANET WALK | ||||||
| PO BOX 24 | INVERNESS | CA | 94937 | PC | ENCOMPASS FILMS FOR DOCUMENTARY CALLED JOHN FRANCIS AND THE AMERICAN PRINCESS | $10,000 |
| ENVIRONMENT IN THE PUBLIC INTEREST | ||||||
| 1013 MONTEREY STREET SUITE 202 | SAN LUIS OBISPO | CA | 93401 | PC | HABITAT AND WATERSHED CARETAKERS LEGAL FUND | $10,000 |
| CIVIL EATS | ||||||
| PO BOX 7014 | COTATI | CA | 94931 | PC | GENERAL OPERATIONS | $15,000 |
| GARDEN 31 COMMUNITY INITIATIVE INC | ||||||
| 970 W VALLEY PKWY UNIT 143 | ESCONDIDO | CA | 92025 | PC | GENERAL OPERATIONS | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $137,500 | 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 | $220 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$28,310 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SALMON NATION TRUST, LLC | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$59,376 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$87,444 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$87,444 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| TIDES FOUNDATION | ||||||
| 1 | 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | $237,500 | Yes (X) |
| ELINOR NEWMAN | ||||||
| 2 | PO BOX 2697 | SANTA CRUZ | CA | 95063 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,680 | Amt |
| Net Investment Income | $2,340 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,340 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SALMON NATION TRUST, LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $228,146 | BookValueAmt |
| EOYFMV | $228,146 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $10,295 | LegalFeesAmt |
| Net Investment Income | $10,295 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $30 | $0 | $30 |
| OFFICE SUPPLIES | $120 | $0 | $120 |
| INSURANCE | $2,888 | $0 | $2,888 |
| FEES AND PERMITS | $257 | $0 | $257 |
| INTERNET & WEBSITE | $552 | $0 | $552 |
| MEMBERSHIP FEES | $1,425 | $0 | $1,425 |
| SUBSCRIPTIONS | $3,010 | $0 | $3,010 |
| BOARD EXPENSES | $58 | $0 | $58 |
| POSTAGE | $355 | $0 | $355 |
| LEGAL FILING FEE | $104 | $0 | $104 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SALMON NATION TRUST, LLC | Desc |
| Revenue And Expenses Per Books | -$59,376 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$59,117 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$59,376 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $6,472 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED EQUITY INVESTMENT - TIDES FOUNDATION | Desc |
| BOY Book Value | $237,500 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL CONSULTING | $6,510 | $0 | $6,510 |
| INVESTMENT MANAGEMENT FEES | $8,967 | $8,967 | $0 |
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