THE NELL NEWMAN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE NELL NEWMAN FOUNDATION INC (EIN 27-1972605)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-29
- IRS object ID
- 202302729349100910
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-29T15:04:45-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDWARD | PersonFirstNm |
| Person Last | JAMES COX | 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 | AUTUMN ROSSI | PreparerPersonNm |
| PTIN | P01404602 | PTIN |
| Phone | 8317596300 | PhoneNum |
| Preparation | 2023-09-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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 | $676,135 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $500 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $500 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $615 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $417,565 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $615 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,771 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,771 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,886 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,886 | 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 | $6,133 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,133 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,351 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $418 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,933 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,155 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $208 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,947 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $121,045 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,883 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $115,162 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $684 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $684 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,319 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,319 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,693 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,126 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,567 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $162,380 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,635 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $145,745 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $328,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $328,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $490,880 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,635 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $474,245 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$486,994 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $146,148 | CashBOYAmt |
| Cash EOY | $10,575 | CashEOYAmt |
| Cash EOYFMV | $10,575 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $98,846 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $179,202 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $179,202 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $947,100 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $515,440 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $486,358 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,192,094 | TotalAssetsBOYAmt |
| Total Assets EOY | $705,217 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $676,135 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $117 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $237,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $237,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $237,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $237,617 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $954,594 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $467,600 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $954,594 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $467,600 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,192,094 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $705,217 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $954,594 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$486,994 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $467,600 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $467,600 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB S/T GAIN/LOSS | 2022-12-31 | 2022-12-31 | $573 | $597 | -$24 | -$24 |
| CHARLES SCHWAB L/T GAIN/LOSS | 2021-12-31 | 2022-12-31 | $416,992 | $416,353 | $639 | $639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $615 | 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 | MAIJA WEST | IndividualWithBooksNm |
| Phone | 8318547546 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 222503 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | 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 |
| 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 2697 | SANTA CRUZ | CA | 95063 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| ROBERT SCOWCROFT | ||||||||
| 142 HAMMOND AVENUE | SANTA CRUZ | CA | 95062 | SECRETARY | 3.00 | $0 | $0 | $0 |
| EDWARD JAMES COX | ||||||||
| 10213 STONE BRIAR COURT | LAS VEGAS | NV | 89144 | TREASURER | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAIJA WEST CONSULTING INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 222503 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL AND ADMINISTRATIVE | ServiceTypeTxt |
| Compensation | $117,665 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $498,312 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $181,536 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $679,848 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $679,848 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,198 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $669,650 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,483 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,483 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $33,483 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,483 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,483 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $474,245 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $474,245 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,483 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $112,717 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $459,486 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $701,484 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $465,242 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $320,651 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,059,580 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $474,245 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,483 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $440,762 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,500,342 | 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 | $112,717 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,387,625 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $459,486 | ExcessFromYear4Amt |
| Excess From Year3 | $701,484 | ExcessFromYear3Amt |
| Excess From Year2 | $465,242 | ExcessFromYear2Amt |
| Excess From Year1 | $320,651 | ExcessFromYear1Amt |
| Excess From Current Year | $440,762 | 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 (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WOMEN'S RIGHTS & EMPOWERMENT NETWORK (SCWREN) | |||||||||||
| 1201 MAIN STREET SUITE 320 | COLUMBIA | SC | 29201 | NONE | PC | GENERAL SUPPORT | $5,000 | ||||
| NORTHWEST ATLANTIC MARINE ALLIANCE (NAMA) | |||||||||||
| 222 MAIN STREET | GLOUCESTER | MA | 01930 | NONE | PC | GENERAL SUPPORT | $5,000 | ||||
| FARM COMMONS | |||||||||||
| 302 W AUSTIN ST | DULUTH | MN | 55803 | NONE | PC | GENERAL SUPPORT | $5,000 | ||||
| ORGANIC FARMING RESEARCH FOUNDATION (OFRF) | |||||||||||
| PO BOX 440 | SANTA CRUZ | CA | 95061 | NONE | PC | GENERAL SUPPORT | $5,000 | ||||
| ALASKA MARINE CONSERVATION COUNCIL | |||||||||||
| PO BOX 2190 | HOMER | AK | 99603 | NONE | PC | GENERAL SUPPORT | $5,000 | ||||
| ORGANIC ASSOCIATION OF KENTUCKY | |||||||||||
| PO BOX 22244 | LEXINGTON | KY | 40522 | NONE | PC | GENERAL SUPPORT | $5,000 | ||||
| EARTH ISLAND INSTITUTE | |||||||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 94704 | NONE | PC | CALCAN IN HONOR OF JEANNE MERRILL'S HISTORIC CONTRIBUTION TO YOUR WORK | $1,000 | ||||
| ALASKA CONSERVATION FOUNDATION | |||||||||||
| 1227 W 9TH AVE SUITE 300 | ANCHORAGE | AK | 99501 | NONE | PC | GENERAL SUPPORT | $2,500 | ||||
| INFACT DBA CORPORATE ACCOUNTABILITY | |||||||||||
| 10 MILK STREET SUITE 610 | BOSTON | MA | 02108 | NONE | PC | REAL FOOD MEDIA | $1,000 | ||||
| LOUD LIGHT | |||||||||||
| PO BOX 4045 | TOPEKA | KS | 66604 | NONE | PC | GENERAL SUPPORT | $1,000 | ||||
| WOMEN FOR KANSAS EDUCATION FOUNDATION | |||||||||||
| PO BOX 8774 | WICHITA | KS | 67208 | NONE | PC | GENERAL SUPPORT | $1,000 | ||||
| FARM AID INC | |||||||||||
| 501 CAMBRIDGE STREET 3RD FLOOR | CAMBRIDGE | MA | 02141 | NONE | PC | GENERAL SUPPORT | $1,000 | ||||
| PIE RANCH | |||||||||||
| PO BOX 363 | PESCADERO | CA | 94060 | NONE | PC | GENERAL SUPPORT | $1,000 | ||||
| CIVIL EATS | |||||||||||
| PO BOX 7014 | COTATI | CA | 94930 | NONE | PC | GENERAL SUPPORT | $15,000 | ||||
| SAVE THE SOUND | |||||||||||
| 900 CHAPEL STREET SUITE 2202 | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||
| MARIPOSA DR | |||||||||||
| PO BOX 425 | ITHACA | NY | 14851 | NONE | PC | GENERAL SUPPORT | $20,000 | ||||
| HERITAGE RADIO NETWORK | |||||||||||
| 165 PONUS AVE | NORWALK | CT | 06850 | NONE | PC | GENERAL SUPPORT | $15,000 | ||||
| MASSACHUSSETTES INSTITUTE OF TECHNOLOGY | |||||||||||
| PO BOX 412926 | BOSTON | MA | 02241 | NONE | PC | JOURNAL OF CLIMATE RESILIANCE AND CLIMATE JUSTICE PROJECT | $15,000 | ||||
| FIRST NATIONS DEVELOPMENT INSTITUTE | |||||||||||
| 2432 MAIN STREET 2ND FLOOR | LONGMONT | CO | 80501 | NONE | PC | CALIFORNIA TRIBAL FUND, UNRECOGNIZED TRIBES OF CALIFORNIA PROJECT | $28,000 | ||||
| ENVIRONMENT IN THE PUBLIC INTEREST | |||||||||||
| 1241 JOHNSON AVENUE 230 | SAN LUIS OBISPO | CA | 93401 | NONE | PC | HAWC LEGAL FUND | $13,000 | ||||
| NORTHWEST ABORTION ACCESS FUND | |||||||||||
| 4325 COMMERCE ST SUITE 111-433 | EUGENE | OR | 97402 | NONE | PC | GENERAL SUPPORT | $5,000 | ||||
| PLANET WALK | |||||||||||
| PO BOX 24 | INVERNESS | CA | 94937 | NONE | PC | ENCOMPASS FILMS PROJECT | $10,000 | ||||
| NORTH AMERICAN MARINE ALLIANCE (NAMA) | |||||||||||
| 222 MAIN STREET | GLOUCESTER | MA | 01930 | NONE | PC | GENERAL SUPPORT | $2,500 | ||||
| KANSAS SAMPLER FOUNDATION | |||||||||||
| 978 ARAPAHO ROADINMAN KS 67546 | INMAN | KS | 97546 | NONE | PC | GENERAL SUPPORT | $5,000 | ||||
| STATE INNOVATION EXCHANGE (SIX) | |||||||||||
| PO BOX 260230 | MADISON | WI | 53726 | NONE | PC | GENERAL SUPPORT | $5,000 | ||||
| STATES NEWSROOM | |||||||||||
| 50 F ST NW STE 460 | WASHINGTON | DC | 20001 | NONE | PC | KANSAS REFLECTOR | $1,000 | ||||
| WESTERN ORGANIZATION OF RESOURCE COUNCILS | |||||||||||
| 220 S 27TH ST STE B | BILLINGS | MT | 59101 | NONE | PC | GENERAL SUPPORT | $1,000 | ||||
| CENTER FOR RURAL AFFAIRS | |||||||||||
| PO BOX 136 | LYONS | NE | 68038 | NONE | PC | NATIONAL SUSTAINABLE AGRICULTURE COALITION FOR THE CYNTHIA HAYES MEMORIAL SCHOLARSHIP FUND (SAFFON) | $5,000 | ||||
| FRIENDS OF ACTION GROUP ON EROSION TECHNOLOGY & CONCENTRATION INC (ETC G | |||||||||||
| 441 AVON STREET | OAKLAND | CA | 94618 | NONE | PC | GENERAL SUPPORT | $2,500 | ||||
| FOOD AND ENVIRONMENT REPORTING NETWORK (FERN) | |||||||||||
| 580 FIFTH AVE STE 820 | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $15,000 | ||||
| GARDEN 31 COMMUNITY INTIATIVE INC | |||||||||||
| 143 E 5TH AVE | ESCONDIDO | CA | 92025 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||
| ECOLOGICAL FARMING ASSOCIATION | |||||||||||
| 2901 PARK AVENUE SUITE D-2 | SOQUEL | CA | 95073 | NONE | PC | SCHOLARSHIP PROGRAM FOR YOUNG FARMERS TO ATTEND | $2,500 | ||||
| ORGANIC ASSOCIATION OF KENTUCKY | |||||||||||
| PO BOX 22244 LEXINGTON KY 40522 | LEXINGTON | KY | 40522 | NONE | PC | GENERAL SUPPORT | $1,000 | ||||
| SUSTAINABLE AGRICULTURE FOOD SYSTEMS FUNDERS | |||||||||||
| 133 EAST DE LA GUERRA 306 | SANTA BARBARA | CA | 93101 | NONE | PC | POLICY PROGRAM | $2,500 | ||||
| ENVIRONMENTAL TRAVELING COMPANIONS | |||||||||||
| FORT MASON CENTER 2 MARINA BLVD | SAN FRANCISCO | CA | 94123 | NONE | PC | GENERAL SUPPORT | $10,000 | SUITE C385 | |||
| VENTANA WILDERNESS ALLIANCE | |||||||||||
| PO BOX 506 | SANTA CRUZ | CA | 95061 | NONE | PC | YOUTH IN WILDERNESS PROJECT | $10,000 | ||||
| SAVE THE WAVES COALITION | |||||||||||
| 849 ALMAR AVE SUITE C 163 | SANTA CRUZ | CA | 95060 | NONE | PC | GENERAL SUPPORT | $15,000 | ||||
| OFEIG NTTRUVERND | |||||||||||
| NONE | PC | MAPPING EFFORTS PROJECT | $20,000 | LINDARGATA 57 0512 101 | REYKJAVIK | IC | |||||
| HEALING AND RECONCILIAITON INSTITUTE | |||||||||||
| PO BOX 222503CARMEL CA 93922 | CARMEL | CA | 93922 | NONE | PC | MC GIVES CHALLENGE GIFT | $5,000 | ||||
| FARM COMMONS | |||||||||||
| 302 W AUSTIN ST | DULUTH | MN | 55803 | NONE | PC | FISHERIES LAW PROJECT | $5,000 | ||||
| CENTER FOR RURAL AFFAIRS | |||||||||||
| PO BOX 136 | LYONS | NE | 68038 | NONE | PC | NATIONAL SUSTAINABLE AGRICULTURE COALITION (NSAC) | $5,000 | ||||
| EARTH ISLAND INSTITUTE | |||||||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 94704 | NONE | PC | CALCAN IN HONOR OF JEANNE MERRILL'S HISTORIC CONTRIBUTION TO YOUR WORK | $1,000 | ||||
| SERIOUSFUN CHILDREN'S NETWORK INC | |||||||||||
| 230 EAST AVE SUITE 107 | NORWALK | CT | 06855 | NONE | PC | NYC ANNUAL GALA | $5,000 | ||||
| ORGANIC FARMING RESEARCH FOUNDATION (OFRF) | |||||||||||
| PO BOX 440 | SANTA CRUZ | CA | 95061 | NONE | PC | GENERAL SUPPORT | $5,000 | ||||
| FIRST NATIONS DEVELOPMENT INSTITUTE | |||||||||||
| 2432 MAIN STREET 2ND FLOOR | LONGMONT | CO | 80501 | NONE | PC | FIRST BOOK PROJECT - INVISIBLE NO MORE: VOICES FROM NATIVE AMERICANS | $5,000 | ||||
| TIM BRAUCH MEMORIAL SKATE PARK FUND | |||||||||||
| PO BOX 1807 | SOQUEL | CA | 95073 | NONE | PC | TAYLOR REINHOLD MURALS PROJECT | $20,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $328,500 | 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 | $500 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,771 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $615 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,886 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,886 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,155 | Amt |
| Net Investment Income | $208 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,947 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB | AT COST | $227,940 | $198,858 |
| SAFE AGREEMENT - SALMON NATION TRUST, LLC | AT COST | $287,500 | $287,500 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $8,351 | LegalFeesAmt |
| Net Investment Income | $418 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,933 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $126 | $126 | $0 |
| OFFICE SUPPLIES | $1,319 | $0 | $1,319 |
| INSURANCE | $2,739 | $0 | $2,739 |
| FEES AND PERMITS | $1,857 | $0 | $1,857 |
| INTERNET & WEBSITE | $132 | $0 | $132 |
| MEMBERSHIP FEES | $1,725 | $0 | $1,725 |
| SUBSCRIPTIONS | $2,711 | $0 | $2,711 |
| MANAGEMENT FEES | $10,000 | $10,000 | $0 |
| BOARD EXPENSES | $84 | $0 | $84 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARLES SCHWAB | Desc |
| Revenue And Expenses Per Books | $2,771 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,771 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,771 | AdjustedNetIncomeAmt |
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 | $237,500 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMIN PROFESSIONAL SERVICES | $117,665 | $5,883 | $111,782 |
| PROFESSIONAL CONSULTING | $3,380 | $0 | $3,380 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $684 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $684 | DisbursementsCharitablePrpsAmt |
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