A FRANK ROTHSCHILD FUND: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- A FRANK ROTHSCHILD FUND (EIN 36-6049231)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-14
- IRS object ID
- 202322579349100327
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-14T15:15:42-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341874260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ SLD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 MONTGOMERY ST SUITE 3200 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 | 366049231 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A FRANK ROTHSCHILD FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AFRA | BusinessNameControlTxt |
| Phone | 6505299966 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 MOUNTAIN MEADOW DRIVE | AddressLine1Txt |
| City | WOODSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | A FRANK ROTHSCHILD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6505299966 | PhoneNum |
| Signature | 2023-09-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | A | PersonFirstNm |
| Person Last | FRANK ROTHSCHILD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | KEVIN TUSING | PreparerPersonNm |
| PTIN | P01241383 | PTIN |
| Phone | 4153974444 | PhoneNum |
| Preparation | 2023-09-11 | 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 | $362,400 | 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 | $5,969 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $124 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $124 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $124 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $9,071 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,071 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,071 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $15,164 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,195 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,195 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $27,599 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $27,599 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,891 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,891 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $2,891 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $251 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $61 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $52 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $52 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,819 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $4,074 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,745 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,612 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,891 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $7,078 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,344 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,612 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,891 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $7,078 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,344 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,448 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,304 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,117 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,994 | CashBOYAmt |
| Cash EOY | $8,743 | CashEOYAmt |
| Cash EOYFMV | $8,743 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $49,381 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,893 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,893 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $136,222 | CorporateStockBOYAmt |
| Corporate Stock EOY | $156,522 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $272,835 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $84,109 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $84,109 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $74,900 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $51,797 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,797 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $38 | OtherAssetsBOYAmt |
| Other Assets EOY | $29 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $29 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $278,744 | TotalAssetsBOYAmt |
| Total Assets EOY | $255,296 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $362,400 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $278,744 | CapitalStockBOYAmt |
| Capital Stock EOY | $255,296 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $278,744 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $255,296 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $278,744 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $255,296 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $278,744 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,448 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $255,296 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $255,296 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $88 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $88 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $88 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $88 | TaxDueAmt |
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 |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 |
| Individual With Books | A FRANK ROTHSCHILD | IndividualWithBooksNm |
| Phone | 6505299966 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 MOUNTAIN MEADOW DRIVE | AddressLine1Txt |
| City | WOODSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| A FRANK ROTHSCHILD | ||||||||
| 37 MOUNTAIN MEADOW DRIVE | WOODSIDE | CA | 94062 | PRES & TREASURE | 40.00 | $0 | $0 | $0 |
| PHILIP A HART | ||||||||
| 201 MISSION STREET SUITE 1825 | SAN FRANCISCO | CA | 94105 | SECRETARY & VP | 1.00 | $0 | $0 | $0 |
| CHRISTINA ALLEN | ||||||||
| 538 WESTMINSTER AVENUE | VENICE | CA | 90291 | VICE PRESIDENT | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE A. F. ROTHSCHILD FUND IS A PRIVATE OPERATING FOUNDATION DEDICATED TO ADVANCING THE WELL-BEING OF HORSES, DONKEYS, AND THEIR KIN. THE FUND DIRECTLY ENGAGES IN INITIATION, DEVELOPMENT, AND IMPLEMENTATION OF EQUINE- SPECIFIC SCIENTIFIC RESEARCH, TECHNOLOGICAL INNOVATIONS, LEGAL ENGAGEMENT, ACADEMIC SCHOLARSHIP, AND RELATED EDUCATIONAL PROJECTS THROUGH PROGRAM INITIATIVES OF THE CENTER FOR CONTEMPORARY EQUINE STUDIES (CCES), A SUPPORTING ORGANIZATION HEADQUARTERED IN WOODSIDE, CA.THE FOUNDATION'S PRINCIPLE DIRECT ACTIVITIES DURING 2022 WERE:THE INITIATION OF THE FIRST LAWSUIT BROUGHT UNDER CALIFORNIA'S PROP. 6 PROHIBITING THE IMPORT AND SALE OF EQUINE MEAT PRODUCTS FOR HUMAN CONSUMPTION. THE SPECIFIC CAUSE OF LEGAL ACTIONIS ILLIEGAL TRAFFICKING WITHIN CALIFORNIA OF A PURPORTEDLY ANCIENT TRADITIONAL CHINESE MEDICINE, KNOWN AS "EJIAO," DERIVED FROM THE SKINS OF DONKEY CONTINUED ON STATEMENT 16 | Description1Txt |
| Expenses1 | $30,589 | Expenses1Amt |
| Description2 | PUBLICATION OF RESEARCH INITIATED IN 2021.CAMPHORA, ANA & PUCCA, MANUELA, (2022). HORSES USED FOR LARGE-SCALE PRODUCTION OF IMMUNOGLOBULINS: AN INTER-SPECIES APPROACH, INTERNATIONAL JOURNAL OF ANIMAL HEALTH. | Description2Txt |
| Expenses2 | $755 | Expenses2Amt |
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 | $374,065 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,204 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $408,269 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $408,269 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,124 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $402,145 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,107 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,344 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $31,344 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2010-03-18 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,117 | CurrentYearAmt |
| Year1 | $5,258 | Year1Amt |
| Year2 | $1,704 | Year2Amt |
| Year3 | $5,611 | Year3Amt |
| Total | $14,690 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,799 | CurrentYearAmt |
| Year1 | $4,469 | Year1Amt |
| Year2 | $1,448 | Year2Amt |
| Year3 | $4,769 | Year3Amt |
| Total | $12,487 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $31,344 | CurrentYearAmt |
| Year1 | $6,795 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $22,237 | Year3Amt |
| Total | $60,376 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $31,344 | CurrentYearAmt |
| Year1 | $6,795 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $22,237 | Year3Amt |
| Total | $60,376 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $13,405 | CurrentYearAmt |
| Year1 | $14,371 | Year1Amt |
| Year2 | $11,851 | Year2Amt |
| Year3 | $11,077 | Year3Amt |
| Total | $50,704 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | 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 | $124 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,071 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,195 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,195 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | N/A |
| 4 | N/A |
| 8 | N/A |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CENTER FOR CONTEMPORARY EQUINE STUDIES | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 MOUNTAIN MEADOW DRIVE | AddressLine1Txt |
| City | WOODSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,969 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Payroll Contribution | Yes (X) | PayrollContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CONTINUATION OF SUMMARY OF DIRECT CHARITABLE ACTIVITIES DESCRIPTION | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VIII-A SUMMARY OF DIRECT CHARITABLE ACTIVITIES | FormAndLineReferenceDesc |
| Medium Explanation | CONTINUED FROM STATEMENT 14SLAUGHTERED AND OFTEN BLUDGEONED TO DEATH OR SKINNED ALIVE TO OBTAIN THEIR HIDES FOR PROCESSING AND MANUFACTURE OF THE EJAIO PRODUCTS MARKETED IN A WIDE VARIETY OF FORMS. THE NUMBER OF DONKEYS SLAUGHTERED ANNUALLY TO OBTAIN THEIR SKINS IS ESTIMATED TO EXCEED 5 MILLION AND HAS BEEN WIDELY PREDICTED BY THE SCIENTIFIC COMMUNITY TO POTENTIALLY RESULT IN THE GLOBAL EXTINCTION OF DONKEYS AS A SPECIES, LEAVING THOSE BRED IN CAPTIVITY ON FACTORY FARMS EXCLUSIVELY TO SLAUGHTER AS SOURCE SUPPLY FOR THE ESTIMATED $35 - $45 BILLION EJIAO MARKET, PREMARILY IN CHINA AND HONG KONG, WHILE AN ESTIMATED $12 - $15 MILLION IS IMPORTED AND SOLD IN THE US, PRINCIPALLY TO CONSUMERS WITHIN CALIFORNIA. NAMED DEFENDANTS INCLUDE AMAZON INC, CALIFORNIA STATE ACUPUNTURE BOARD, PRINCIPAL CHINESE MANUFACTURER, AND MULTIPLE RETAILS AND WHOLESALES THROUGHOUT CALIFORNIA.THE FOUNDATION PROCEEDED WITH THE PRESENT LAWSUIT UNDER CALIFORNIA LAW IN RESPONSE TO THE FAILURE OF CONGRESS TO ENACT LEGISLATION INTRODUCED IN 2021 TO BAN THE SALE OR TRANSPORT OF EJIAO OR PRODUCTS CONTAINING EJIAO NATIONWIDE UNDER US FEDERAL LAW.DUE TO DIVERSION OF FUNDING AND OTHER RESOURCES, THE FOUNDATION'S OTHER ONGOING DIRECT ACTIVITIES WERE SUSPENDED PENDING COURT ADJUDICATION SCHEDULED FOR 2021. USE OF EXEMPT FUNDS INCLUDED PAYMENTS FOR LEGAL FEES, PURCHASES OF EJIAO PRODUCTS SOLD IN CALIFORNIA BY DEFENDANTS, AND LABORATORY VERIFICATION OF THE INGREDIENTS AS EVIDENCE TO PRESENT TO THE COURT. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TIME WARNER ENTMT CO DUE 3/15/2023 | $29,347 | $25,124 |
| FORD MOTOR COMPANY DUE 8/1/2026 | $29,228 | $25,859 |
| APPLE INC AT 3.35% DUE 2/9/2027 | $25,534 | $23,917 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 360 SHS APPLE INC | $9,531 | $46,775 |
| 330 SHS CISCO SYS INC | $9,884 | $15,721 |
| 100 SHS CME GROUP INC | $10,167 | $16,816 |
| 160 SHS MERCK & CO INC | $9,495 | $17,752 |
| 75 SHS TRAVELERS COMPANIES INC | $8,705 | $14,061 |
| 130 SHS VISA INC | $10,198 | $27,009 |
| 100 SHS WALT DISNEY CO | $10,042 | $8,688 |
| 400 SHS SCHWAB US MID CAP ETF | $17,360 | $26,244 |
| 260 SH COMCAST CORP | $10,053 | $9,092 |
| 220 SHS NVIDIA CORP | $8,763 | $32,151 |
| 80 SH RESMED INC | $7,956 | $16,650 |
| 160 SH VERIZON COMMUNICATIONS | $9,110 | $6,304 |
| 105 SH ZOETIS INC. | $14,958 | $15,388 |
| 200 SHS RAYTHEON | $20,300 | $20,184 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES/ DUES | CategoryTxt |
| Legal Fees | $27,599 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $27,599 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS IN TRANSIT AT YEAR END | Desc |
| BOY Book Value | $38 | BOYBookValueAmt |
| EOY Book Value | $29 | EOYBookValueAmt |
| EOYFMV | $29 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FUNDED RESEARCH | $755 | $0 | $0 | $755 |
| SUBSCRIPTION | $170 | $0 | $170 | $0 |
| PROGRAM EXPENSES | $2,058 | $0 | $0 | $2,058 |
| INTERNET AND IT | $1,862 | $0 | $1,862 | $0 |
| OFFICE EXPENSE | $386 | $0 | $386 | $0 |
| RECORD STORAGE | $932 | $0 | $0 | $932 |
| TELEPHONE | $1,656 | $0 | $1,656 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANGEMENT FEES | CategoryTxt |
| Amt | $2,891 | Amt |
| Net Investment Income | $2,891 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,891 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $190 | $0 | $0 | $0 |
| CALIFORNIA FILING FEES | $25 | $0 | $25 | $0 |
| IL AND CA FILING FEES | $36 | $0 | $36 | $0 |
Comments