GEOFAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GEOFAMILY FOUNDATION (EIN 27-4272105)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-24
- IRS object ID
- 202211449349100621
- Schema version
- 2021v4.2
- 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 Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-24T11:50:20-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2355 E CAMELBACK RD STE 900 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 850169065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274272105 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEOFAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOF | BusinessNameControlTxt |
| Phone | 8558340350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6325 S RAINBOW BLVD STE 300 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER R GIOVALE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8558340350 | PhoneNum |
| Signature | 2022-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | GIOVALE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA ANN BLUNT CPA | PreparerPersonNm |
| PTIN | P00075126 | PTIN |
| Phone | 4803151040 | PhoneNum |
| Preparation | 2022-05-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,197,072 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $171,055 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $171,055 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $130,900 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $642,400 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $130,900 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $301,955 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $301,955 | 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 |
| Legal Fees Rev And Expnss | $22,573 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $22,573 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $332 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $96 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $236 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,700 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,700 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,605 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,596 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,009 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $708,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $708,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $783,455 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,596 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $754,859 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$481,500 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $289,359 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,414 | CashBOYAmt |
| Cash EOY | $8,140 | CashEOYAmt |
| Cash EOYFMV | $8,140 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $125,088 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $142,332 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $142,332 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,114,419 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,602,919 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,046,600 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,243,921 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,753,391 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,197,072 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,243,921 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,753,391 | 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 | $6,243,921 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,753,391 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,243,921 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,753,391 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,243,921 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$481,500 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,762,421 | SubtotalAmt |
| Other Decreases | $9,030 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,753,391 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | W.L. GORE & ASSOCIATES INC. | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2020-12-23 | AcquiredDt |
| Sold | 2021-05-25 | SoldDt |
| Gross Sales Price | $642,400 | GrossSalesPriceAmt |
| Cost Or Other Basis | $511,500 | CostOrOtherBasisAmt |
| Gain Or Loss | $130,900 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $130,900 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $130,900 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,022 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,022 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,022 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,239 | 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 | $9,239 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,217 | OverpaymentAmt |
| Applied To ES Tax | $5,217 | 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 |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NV | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | DESIREE PIERCE | IndividualWithBooksNm |
| Phone | 8558340350 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N MAIN ST FL6 D4001-065 | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27107 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| PETER R GIOVALE | ||||||||
| 450 S RIVER RUN ROAD | FLAGSTAFF | AZ | 86001 | PRESIDENT | 0.75 | $0 | $0 | $0 |
| DANIEL G GIOVALE | ||||||||
| 450 S RIVER RUN ROAD | FLAGSTAFF | AZ | 86001 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| MICHAEL A GIOVALE | ||||||||
| 450 S RIVER RUN ROAD | FLAGSTAFF | AZ | 86001 | SECRETARY | 0.50 | $0 | $0 | $0 |
| MARK N GIOVALE | ||||||||
| 450 S RIVER RUN ROAD | FLAGSTAFF | AZ | 86001 | TREASURER | 0.50 | $0 | $0 | $0 |
| JOHN P GIOVALE | ||||||||
| 450 S RIVER RUN ROAD | FLAGSTAFF | AZ | 86001 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| VIRGINIA G GIOVALE | ||||||||
| 450 S RIVER RUN ROAD | FLAGSTAFF | AZ | 86001 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| HILARY GIOVALE | ||||||||
| 450 S RIVER RUN ROAD | FLAGSTAFF | AZ | 86001 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| HELENE JOHNSTONE | ||||||||
| 450 S RIVER RUN ROAD | FLAGSTAFF | AZ | 86001 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JAMIE GIOVALE | ||||||||
| 450 S RIVER RUN ROAD | FLAGSTAFF | AZ | 86001 | DIRECTOR | 0.50 | $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 | $16,480,338 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $245,161 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,725,499 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,725,499 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $250,882 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,474,617 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $823,731 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $823,731 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,022 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,022 | TotalTaxAmt |
| Distributable Before Adj | $819,709 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $819,709 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $819,709 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $754,859 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $754,859 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $819,709 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $363,596 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $754,859 | QualifyingDistributionsAmt |
| Applied To Year1 | $363,596 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $391,263 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $428,446 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VIRGINIA G GIOVALE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A NEW DAWN AZ | |||||||
| 718 NORTH HUMPHREYS | FLAGSTAFF | AZ | 86001 | NONE | PC | PATIENT SCHOLARSHIPS | $30,000 |
| AZULITA PROJECT INC | |||||||
| 416 N SITGRAVES SR | FLAGSTAFF | AZ | 86001 | NONE | PC | PRAXIS, EDUCATION, AND LENS ON THE BORDER SHOW & GENERAL OPERATING FUND AND FILMS | $50,000 |
| CASA SAN MIGUEL | |||||||
| 2418 HARRIS BLVD | AUSTIN | TX | 78703 | NONE | PC | FAMILY PLANNING | $10,000 |
| CENTER FOR BIOLOGICAL DIVERSITY INC | |||||||
| PO BOX 710 | TUCSON | AZ | 85702 | NONE | PC | PLASTICS PLEDGE AND OCEANS PROGRAM | $5,000 |
| DARK SKY AERIAL | |||||||
| 1502 NORTH BEAVER ST | FLAGSTAFF | AZ | 86001 | NONE | PC | CONNECT COMMUNITIES THROUGH AMBULATORY AND KINESTHETIC AERIAL THEATRE | $10,000 |
| ELEVATE NEPAL INC | |||||||
| PO BOX 391 ELEVATE NEPAL INC | FLAGSTAFF | AZ | 86002 | NONE | PC | TO PROVIDE THE NEPALESE ACCESS TO RESOURCES THAT ALLOW FOR THE RESPONSIBLE DEVELOPMENT OF A SUSTAINABLE COMMUNITY | $10,000 |
| FLAGSTAFF ARTS COUNCIL | |||||||
| 2300 N FORT VALLEY RD | FLAGSTAFF | AZ | 86001 | NONE | PC | ADVANCE THE PUBLIC INTEREST IN ART, SCIENCE, AND CULTURE | $10,000 |
| FLAGSTAFF COLLEGE | |||||||
| 1021 N NAVAJO DR | FLAGSTAFF | AZ | 86001 | NONE | PC | PREPARE STUDENTS TO BE LEADERS IN THE DEMOCRATIC PROJECT OF BUILDING SUSTAINABLE, JUST, AND BEAUTIFUL COMMUNITIES AND CREATING ECOLOGICAL CIVILIZATIONS | $5,000 |
| FLAGSTAFF FAMILY FOOD CENTER | |||||||
| 1903 N 2ND ST | FLAGSTAFF | AZ | 86004 | NONE | PC | COMMUNITY FOOD SERVICES | $19,950 |
| FRIENDS OF CAMP COLTON | |||||||
| 3825 E SPARROW AVE | FLAGSTAFF | AZ | 86004 | NONE | PC | ED SALARY AND MASTER PLAN & DEVELOPMENT PLAN | $37,500 |
| FRIENDS OF FLAGSTAFF FUTURE | |||||||
| PO BOX 23462 | FLAGSTAFF | AZ | 86002 | NONE | PC | COMMUNITY ADVOCACY | $15,000 |
| GRAND CANYON TRUST INC | |||||||
| 2601 N FT VALLEY RD | FLAGSTAFF | AZ | 86001 | NONE | PC | LEADER SHIFT PROGRAM | $11,000 |
| GRAND CANYON YOUTH | |||||||
| PO BOX 23376 | FLAGSTAFF | AZ | 86002 | NONE | PC | YOUTH PROGRAMS | $6,000 |
| HAVEN MONTESSORI CHILDRENS HOUSE INC | |||||||
| 621 W CLAY AVE | FLAGSTAFF | AZ | 86001 | NONE | PC | GENRAL OPERATING SUPPORT | $10,000 |
| HERO WOMEN RISING | |||||||
| 7 DOMINGO RD | SANTE FE | NM | 87508 | NONE | PC | WOMEN HUMAN RIGHTS AND STAFF SALARY | $65,000 |
| LOWELL OBSERVATORY | |||||||
| 1400 W MARS HILL RD | FLAGSTAFF | AZ | 86001 | NONE | PC | GLOBE PUBLIC PROGRAM DEVELOPMENT, TRAINING,CONSULTING | $28,400 |
| MINDFULNESS FIRST | |||||||
| PO BOX 26045 | SCOTTSDALE | AZ | 85253 | NONE | PC | EMMANUELLE GIUMELLI | $1,000 |
| NATIONAL AUDUBON SOCIETY INC | |||||||
| 225 VARICK STREET 7TH FLOOR | NEW YORK | NY | 10014 | NONE | PC | CONSERVATION EDUCATION AND OUTREACH | $15,000 |
| NORTH COUNTRY HEALTHCARE | |||||||
| 2920 N 4TH STREET | FLAGSTAFF | AZ | 86004 | NONE | PC | FAMILY MEDICINE RESIDENCY PROGRAM | $10,000 |
| OCEAN CLEANUP NORTH PACIFIC | |||||||
| 100 WALL STREET 10TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | DEVELOP ADVANCED TECHNOLOGIES TO RID THE WORLDS OCEANS OF PLASTIC | $30,000 |
| OCEANA INC | |||||||
| 99 PACIFIC STREET SUITE 155C | MONTEREY | CA | 93940 | NONE | PC | MAKE OUR OCEANS AS RICH, HEALTHY, AND ABUNDANT AS THEY ONCE WERE | $30,000 |
| PINE FOREST FOUNDATION | |||||||
| 2257 E CEDAR AVENUE | FLAGSTAFF | AZ | 86001 | NONE | PC | TEACHER TRAINING, BEAUTIFICATION, KITCHEN AND FOOD PROGRAM, AND WINTERFAIRE | $22,000 |
| POORE MEDICAL CLINIC | |||||||
| 120 W FINE AVE | FLAGSTAFF | AZ | 86001 | NONE | PC | BEANS AND RICE | $15,000 |
| QUALITY CONNECTIONS INCORPORATE | |||||||
| 3012 E ROUTE 66 | FLAGSTAFF | AZ | 86004 | NONE | PC | PROVIDE QUALITY SUPPORT AND EMPLOYMENT SERVICES TO INDIVIDUALS WITH DISABILITIES | $5,000 |
| RUDOLF STEINER FOUNDATION INC | |||||||
| 1002 OREILLY AVENUE | SAN FRANCISCO | CA | 94129 | NONE | PC | RDF SHARED GIFTING FUND | $100,000 |
| SPIRET FOUNDATION | |||||||
| 1753 W WIESBROOK RD | WHEATON | IL | 60189 | NONE | PC | PRESERVATION OF THE RIGHTS OF INDIGENOUS PEOPLES | $35,000 |
| TERRA BIRDS | |||||||
| POB 605 | FLAGSTAFF | AZ | 86002 | NONE | PC | AGRICULTURAL YOUTH DEVELOPMENT | $20,000 |
| THE SEVENTH GENERATION FUND | |||||||
| PO BOX 4569 | ARCATA | CA | 95518 | NONE | PC | TO SUPPORT LENDING EXTENSIVE EXPERTISE TO INDIGENOUS GRASSROOTS COMMUNITIES. | $35,000 |
| THE SOUTHWEST NATIVE-AMERICAN | |||||||
| PO BOX W | BOULDER | CO | 80302 | NONE | PC | PROVIDE SCHOLARSHIPS TO UNIVERSITY AND HIGH SCHOOL SUMMER PROGRAMS TO STUDENTS OF THE TRIBES FROM THE NORTHERN ARIZONA REGION | $7,000 |
| TYNKERTOPIA INC | |||||||
| 3330 E ELDER DRIVE | FLAGSTAFF | AZ | 86004 | NONE | PC | SUPPORT A STEAM COMMUNITY CENTER THAT EMPOWERS ALL RESIDENTS OF FLAGSTAFF AND NORTHERN ARIZONA | $10,000 |
| UJIMA ADULT AND FAMILY SERVICES | |||||||
| 1898 THE ALAMEDA | SAN JOSE | CA | 95126 | NONE | PC | SPIRT WURX | $25,000 |
| VILLAGE EARTH | |||||||
| PO BOX 797 | FORT COLLINS | CO | 80522 | NONE | PC | HO'ZHO"OGO NAHAT'A - MARIE GLADUE | $3,000 |
| WILD ARIZONA | |||||||
| PO BOX 40340 | TUCSON | AZ | 857170340 | NONE | PC | WILD STEWARDSHIP PROGRAM | $23,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $708,850 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $171,055 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $130,900 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $301,955 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $301,955 | 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 | $25,000 | Amt |
| Net Investment Income | $12,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 28.6 SHARES W.L. GORE & ASSOCIAT | StockNm |
| EOY Book Value | $5,602,919 | EOYBookValueAmt |
| EOYFMV | $18,046,600 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $22,573 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,573 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CONTRIBUTION | Desc |
| Amt | $9,030 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TECHNOLOGY SERVICES | Desc |
| Revenue And Expenses Per Books | $10,700 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,700 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $96 | $96 | $0 |
| GRANT FEES | $236 | $0 | $236 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENT - PRIOR YEAR | CategoryTxt |
| Amt | $16,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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