Turnbull Family Foundation Inc: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- Turnbull Family Foundation Inc (EIN 83-1563331)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-18
- IRS object ID
- 202311089349101851
- Schema version
- 2022v5.0
- 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
- Expenditure Responsibility Stmt
- Expln Of Non Filing With AG Stmt
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-18T13:19:17-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Newman & Noyes | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 507 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831563331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Turnbull Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TURN | BusinessNameControlTxt |
| Phone | 2035547725 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 East Putnam Avenue | AddressLine1Txt |
| City | Greenwich | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Carey Turnbull | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2035547725 | PhoneNum |
| Signature | 2023-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Carey | PersonFirstNm |
| Person Last | Turnbull | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Connor Smart | PreparerPersonNm |
| PTIN | P02285543 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2023-04-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $233,660 | 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 | $2,130,691 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $486 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $486 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,139 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,139 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $991,642 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,029,730 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $991,642 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,124,958 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $994,267 | 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 |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,130 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $130 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $312 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $312 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,942 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,250 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,692 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,266,430 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,266,430 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,276,372 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,250 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,269,122 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $848,586 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $987,017 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $90,177 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $233,660 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $233,660 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $90,177 | TotalAssetsBOYAmt |
| Total Assets EOY | $233,660 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $233,660 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $90,177 | RetainedEarningBOYAmt |
| Retained Earning EOY | $233,660 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $90,177 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $233,660 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $90,177 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $233,660 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $90,177 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $848,586 | ExcessRevenueOverExpensesAmt |
| Other Increases | $212,500 | OtherIncreasesAmt |
| Subtotal | $1,151,263 | SubtotalAmt |
| Other Decreases | $917,603 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $233,660 | 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 |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $1,029,730 | GrossSalesPriceAmt |
| Cost Or Other Basis | $38,088 | CostOrOtherBasisAmt |
| Gain Or Loss | $991,642 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $991,642 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $991,642 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,720 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,720 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,720 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,732 | 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 | $19,732 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,012 | OverpaymentAmt |
| Applied To ES Tax | $6,012 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Megan Butler | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2035547725 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 East Putnam Avenue | AddressLine1Txt |
| City | Greenwich | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Carey Turnbull | ||||||||
| 15 East Putnam Avenue | Greenwich | CT | 068305424 | Director, Chair, Treasurer, Secretary | 1.00 | $0 | $0 | $0 |
| Claudia Turnbull | ||||||||
| 15 East Putnam Avenue | Greenwich | CT | 068305424 | Director | 1.00 | $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 | $292,612 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $191,321 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $483,933 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $483,933 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,259 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $476,674 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,834 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,834 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,720 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,720 | TotalTaxAmt |
| Distributable Before Adj | $10,114 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,114 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,114 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,269,122 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,269,122 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,114 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $442,463 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $51,352 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,428,511 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,592,088 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,514,414 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,269,122 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,114 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,259,008 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,773,422 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,773,422 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $442,463 | ExcessFromYear4Amt |
| Excess From Year3 | $51,352 | ExcessFromYear3Amt |
| Excess From Year2 | $2,428,511 | ExcessFromYear2Amt |
| Excess From Year1 | $1,592,088 | ExcessFromYear1Amt |
| Excess From Current Year | $2,259,008 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Carey Turnbull | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Apollo PACT | |||||||||||
| 446 E 86th Street | New York | NY | 10028 | None | PC | General Support | $10,000 | ||||
| Brigham & Women's Hospital (Mass General Brigham) | |||||||||||
| 800 Boylston Street Suite 1150 | Boston | MA | 02199 | None | PC | General Support | $50,000 | ||||
| College of the Atlantic | |||||||||||
| 105 Eden Street | Bar Harbor | ME | 046091136 | None | PC | General Support | $37,500 | ||||
| Erowid Center | |||||||||||
| PO Box 1116 | Grass Valley | CA | 95945 | None | PC | General Support | $100 | ||||
| Freedom to Operate | |||||||||||
| 15 East Putnam Avenue Suite 413 | Greenwich | CT | 06830 | None | PC | General Support | $430,000 | ||||
| Friends of Acadia | |||||||||||
| PO Box 45 | Bar Harbor | ME | 04609 | None | PC | General Support | $1,000 | ||||
| Heffter Research Institute | |||||||||||
| 15 East Putnam Avenue Suite 413 | Greenwich | CT | 06830 | None | PC | General Support | $115,084 | ||||
| Johns Hopkins University | |||||||||||
| 3910 Keswick Road Suite N2100 | Balimore | MD | 21211 | None | PC | General Support | $250,000 | ||||
| McKenna Academy of Natural Philosophy | |||||||||||
| 4460 Redwood Highway Suite 16 547 | San Rafael | CA | 94903 | None | PC | General Support | $11,350 | ||||
| Multidisciplinary Association for Psychedelic Studies (MAPS) | |||||||||||
| 3141 Stevens Creek Boulevard 40563 | San Jose | CA | 95117 | None | PC | General Support | $100,000 | ||||
| Native American Church of South Dakota | |||||||||||
| RR 1 Box 67 | Osseo | WI | 54758 | None | PC | General Support | $10,000 | ||||
| NYU Lagone Health | |||||||||||
| One Park Avenue 3rd Floor | New York | NY | 10016 | None | PC | General Support | $200,000 | ||||
| Swiss Neuromatrix Foundation | |||||||||||
| None | NC | General Support | $41,000 | Uster-West 4 | Uster | SZ | CH-8610 | ||||
| The Hope Project | |||||||||||
| 1516 Peck Street | Muskegon | MI | 49441 | None | PC | General Support | $10,000 | ||||
| Tuxedo Park | |||||||||||
| Village Office 80 Lorillard Road | Tuxedo Park | NY | 10987 | None | GOV | General Support | $300 | ||||
| Usona Institute | |||||||||||
| 2800 Woods Hollow Road | Fitchburg | WI | 537115300 | None | PC | General Support | $999,996 | ||||
| Wikimedia Foundation Inc | |||||||||||
| PO Box 98204 | Washington | DC | 20090 | None | PC | General Support | $100 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,266,430 | 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 | $486 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,139 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $991,642 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $994,267 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $994,267 | 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 | Carey and Claudia Turnbull | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 East Putnam Avenue | AddressLine1Txt |
| City | Greenwich | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068305424 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,130,691 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Publicly traded securities | NoncashPropertyDesc |
| Fair Market Value | $955,691 | FairMarketValueAmt |
| Received | 2022-06-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation Fees | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Swiss Neuromatrix Foundation | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Uster-West 4 | AddressLine1Txt |
| City | Uster | CityNm |
| Country | SZ | CountryCd |
| Foreign Postal | CH-8610 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2022-03-23 | GrantDt |
| Grant | $41,000 | GrantAmt |
| Purpose Of Grant | The Swiss Neuromatrix Foundation ("Grantee") is a foundation organized under the laws of Switzerland. The Turnbull Family Foundation (TFF) granted the Grantee $41,000 in 2022 to to promote education and research of the highest scientific quality on human consciousness in order to contribute to a greater understanding of the mind, leading to the improvement of the human condition and the alleviation of suffering. The Grantee is dedicated to fostering neuroscience and experiential research with the aim of developing novel treatment strategies for psychiatric disorders. TFF has made this grant pursuant to a signed grant agreement with the Grantee, detailing how the funds may be used and other requirements. One of TFF's directors also regularly meets with the Grantee's senior research personnel. To the best of the TFF's knowledge, the Grantee did not divert any portion of the funds from the express purpose of the grant agreement. | PurposeOfGrantTxt |
| Expended By Grantee | $41,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | None | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | Regularly throughout funding period. | DatesOfReportsByGranteeTxt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Turnbull Family Foundation is registered as a charitable organization in the State of Delaware. Delaware has an annual franchise tax report that the Foundation files each year but does not require a copy of the Foundation's return to be sent to the AG's office. | ExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized loss on securities received as donations | Desc |
| Amt | $917,603 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Office Expenses | Desc |
| Revenue And Expenses Per Books | $312 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $312 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Checks written that did not clear by year-end | Desc |
| Amt | $212,500 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Fees | $130 | $0 | $130 |
| Equity Administration | $5,000 | $5,000 | $0 |
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