THE NELL NEWMAN FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE NELL NEWMAN FOUNDATION INC (EIN 27-1972605)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-12
IRS object ID
202221329349104267
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-12T16:11:56-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941668792PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PETRINOVICH PUGH & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1333 WEST SANTA CLARA ST 800AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP951131716ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271972605EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE NELL NEWMAN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNELLBusinessNameControlTxt
Phone8313164574PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3263AddressLine1Txt
CitySANTA CRUZCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95063ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD JAMES COXPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8313164574PhoneNum
Signature2022-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEDWARDPersonFirstNm
Person LastJAMES COXPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID DOOLINPreparerPersonNm
PTINP00768562PTIN
Phone4082877911PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,192,094FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$571InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$571InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$342DividendsRevAndExpnssAmt
Dividends Net Invst Incm$342DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,740NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$255,409GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,740CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,653TotalRevAndExpnssAmt
Total Net Invst Incm$4,653TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,364LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$118LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,246LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$20,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,032AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$19,618AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$90,426OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,856OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$76,570OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$200TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$200TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,986OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$60OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$8,926OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$122,626TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,066TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$107,560TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$267,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$267,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$390,126TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,066TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$375,060TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$385,473ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$72,048CashBOYAmt
Cash EOY$146,148CashEOYAmt
Cash EOYFMV$146,148CashEOYFMVAmt
Sav And Temp Cash Invst BOY$273,490SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$98,846SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$98,846SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,241,783OtherInvestmentsBOYAmt
Other Investments EOY$947,100OtherInvestmentsEOYAmt
Other Investments EOYFMV$947,100OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,587,321TotalAssetsBOYAmt
Total Assets EOY$1,192,094TotalAssetsEOYAmt
Total Assets EOYFMV$1,192,094TotalAssetsEOYFMVAmt
Accounts Payable BOY$16,020AccountsPayableBOYAmt
Grants Payable BOY$5,000GrantsPayableBOYAmt
Other Liabilities BOY$237,500OtherLiabilitiesBOYAmt
Other Liabilities EOY$237,500OtherLiabilitiesEOYAmt
Total Liabilities BOY$258,520TotalLiabilitiesBOYAmt
Total Liabilities EOY$237,500TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,328,801NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$954,594NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,328,801TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$954,594TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,587,321TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,192,094TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,328,801TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$385,473ExcessRevenueOverExpensesAmt
Other Increases$11,266OtherIncreasesAmt
Subtotal$954,594SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$954,594TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHWAB SHORT TERM LOSSP2020-12-232021-12-31$141,913$142,177-$264-$264
SCHWAB LONG TERM GAINP2020-07-022021-12-31$113,496$109,492$4,004$4,004
FieldValueIRS element (for citing)
Capital Gain Net Income$3,740CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$397EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$397TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$397OverpaymentAmt
Applied To ES Tax$397AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNELLNEWMANFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE NELL NEWMAN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8313164574PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O MAIJA WEST 883 ABREGO STAddressLine1Txt
CityMONTEREYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93940ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ELINOR T NEWMAN
PO BOX 2697SANTA CRUZCA95063PRESIDENT3.00$0$0$0
ROBERT SCOWCROFT
142 HAMMOND AVENUESANTA CRUZCA95062SECRETARY3.00$0$0$0
EDWARD JAMES COX
10213 STONE BRIAR COURTLAS VEGASNV89144TREASURER3.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAIJA WEST CONSULTING INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 222503AddressLine1Txt
CityCARMELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93922ZIPCd
FieldValueIRS element (for citing)
Service TypeLEGAL AND ADMINISTRATIVEServiceTypeTxt
Compensation$87,805CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$813,080AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$291,675AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,104,755TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,104,755AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,571CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,088,184NetVlNoncharitableAssetsAmt
Minimum Investment Return$54,409MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$54,409MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$54,409DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$54,409DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$54,409DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$375,060ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$375,060QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$54,409DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$98,581ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$112,717ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$459,486ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$701,484ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$465,242ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,837,510TotalExcessDistributionCyovAmt
Qualifying Distributions$375,060QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$54,409AppliedToCurrentYearAmt
Remaining Distri From Corpus$320,651RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,158,161TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$98,581ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,059,580ExcessDistriCyovToNextYrAmt
Excess From Year4$112,717ExcessFromYear4Amt
Excess From Year3$459,486ExcessFromYear3Amt
Excess From Year2$701,484ExcessFromYear2Amt
Excess From Year1$465,242ExcessFromYear1Amt
Excess From Current Year$320,651ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerELINOR T NEWMANContributingManagerNm
Contributing ManagerEDWARD JAMES COXContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCountryRecipientForeignAddress/CountryCd
ALASKA MARINE CONSERVATION COUNCIL
PO BOX 2190HOMERAK99603N/APCGENERAL SUPPORT$5,000
AXTECA YOUTH SOCCER ACADEMY
PO BOX 1028WATSONVILLECA95077N/APCAZTECA YOUTH SOCCER PROGRAM$2,500
BEN LOMOND FIREFIGHTERS AUXILIARY
PO BOX 27BEN LOMONDCA95005N/APCBEN LOMOND FIRE DEPARTMENT$10,000
CENTER FOR RURAL AFFAIRS
PO BOX 136LYONSNE68038N/APCNATIONAL SUSTAINABLE AGRICULTURE COALITION$8,000
CIVIL EATS
502 E COTATI AVE UNIT 7014COTATICA949311214N/APCGENERAL SUPPORT$15,000
COACHELLA VALLEY WELLNESS FOUNDATION
71687 HIGHWAY 111 STE 203RANCHO MIRAGECA92270N/APCNEWMAN COVID RELIEF FUND$20,000
COMMUNITY FOUNDATION FOR MONTEREY COUNTY
2354 GARDEN ROADMONTEREYCA93940N/APCSANTA CRUZ COMMUNITY VENTURES$5,000
CORPORATE ACCOUNTABILITY
10 MILK STREET SUITE 610BOSTONMA02108N/APCREAL FOOD MEDIA PROJECT$2,500
DROP IN COALITION
1840 41ST AVE STE 102-170CAPITOLACA95010N/APCGENERAL SUPPORT$5,000
EARTHWORKS
1612 K STREET NW STE 904WASHINGTONDC20006N/APCARO WORKING GROUP PROJECT$20,000
ECOLOGICAL FARMING ASSOCIATION
2901 PARK AVENUE STE D-2SOQUELCA95073N/APCECOFARM CONFERENCE FOR SCHOLARSHIP PROGRAM$3,000
FARM DISCOVERY AT LIVE EARTH
PO BOX 3490FREEDOMCA95019N/APCFARM DISCOVERY FARM CARE SCHOLARSHIP PROGRAM$1,000
FILM INDEPENDENT INC
5670 WILSHIRE BLVD 9TH FLOORLOS ANGELESCA90036N/APCUNTITLED JOANNE WOODWARD/PAUL NEWMAN DOCUMENTARY$20,000
FIRST NATIONS DEVELOPMENT INSTITUTE
2432 MAIN ST 2ND FLOORLONGMONTCO80501N/APCNOURISHING NATIVE FOODS AND HEALTH MATCHING GIFT CHALLENGE CAMPAIGN$5,000
FOOD AND ENVIRONMENT REPORTING NETWORK
576 FIFTH AVENUE STE 903NEW YORKNY10036N/APCGENERAL SUPPORT$15,000
FOOD 4 FARMERS
523 ISHAM ROADHINESBURGVT05461N/APCGENERAL SUPPORT$20,000
FOODWHAT INCORPORATED
1156 HIGH STSANTA CRUZCA95064N/APCGENERAL SUPPORT$10,000
GREATER KANSAS CITY COMMUNITY FOUNDATION
1055 BROADWAY BLVD SUITE 130KANSAS CITYMO64105N/APCFOOD AND FARM COMMUNICATIONS FUND$5,000
KANSAS RURAL CENTER
9350 E CORPORATE HILLS DRIVE 781057WICHITAKS67278N/APCGENERAL SUPPORT$5,000
KANSAS SAMPLER FOUNDATION INC
978 ARAPAHO ROADINMANKS67546N/APCGENERAL SUPPORT$5,000
MONTEREY COUNTY RAPE CRISIS CENTER
PO BOX 2630MONTEREYCA93942N/APCGENERAL SUPPORT$1,000
MOTHER JONES
222 SUTTER ST 6TH FLSAN FRANCISCOCA94108N/APCHONOR OF JOANNE WOODWARD AND PAUL NEWMAN$10,000
NATIONAL INDIGENOUS WOMEN'S RESOURCE CENTER
PO BOX 99LAME DEERMT59043N/APCGENERAL SUPPORT$8,000
NATIONAL YOUNG FARMER COALITION
PO BOX 1074HUDSONNY12534N/APCGENERAL SUPPORT$5,000
OAKLAND ELIZABETH HOUSE
PO BOX 1175BERKELEYCA94704N/APCGENERAL SUPPORT$4,000
OFEIG NATTURUVERND
N/APCMAPPING EFFORTS$20,000LINDARGATA XXX-XX-XXXX REYKJAVIKIC
PACIFIC REPERTORY THEATRE
PO BOX 222035CARMELCA93922N/APCGENERAL SUPPORT$4,000
SOUL FIRE FARM INSTITUTE INC
1972 NY HWY 2PETERSBURGNY12138N/APCGENERAL SUPPORT$1,000
SOUTHWEST GEORGIA PROJECT FOR COMMUNITY EDUCATION INC
1216 DAWSON ROAD SUITE 108ALBANYGA31707N/APCGENERAL SUPPORT$1,000
STATE INNOVATION EXCHANGE
PO BOX 260230MADISONWI53726N/APCGENERAL SUPPORT$5,000
SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS FUNDERS
133 EAST DE LA GUERRA 306SANTA BARBARACA93101N/APCNASDA PROJECT AND SAFSF COMMUNICATIONS PROGRAM HIRE$2,500
THE SIERRA FUND
204 PROVIDENCE MINE ROAD SUITE 214NEVADA CITYCA95959N/APCGENERAL SUPPORT$5,000
THE UTOPIAN SEED PROJECT INC
243 HAYWOOD STASHEVILLENC28801N/APCRESEARCH ASSISTANT INTERNSHIP$2,000
TIDES CENTER
PO BOX 399385SAN FRANCISCOCA941399385N/APCNESAWG SCHOLARSHIP PROGRAM$1,000
TOMKAT RANCH EDUCATIONAL FOUNDATION
PO BOX 726PESCADEROCA94060N/APCGROWING THE TABLE INITIATIVE FUNDING FOR TRICOUNTIES PILOT PROJECT$15,000
TSNE MISSIONWORKS
89 SOUTH STREET 700BOSTONMA02111N/APCREAL FOOD CHALLENGE$5,000
WESTERN ORGANIZATION OF RESOURCE COUNCILS
220 S 27TH ST STE BBILLINGSMT59101N/APCGENERAL SUPPORT$1,000
PESTICIDE ACTION NETWORK
2029 UNIVERSITY AVE STE 200BERKELEYCA94704N/APCGENERAL SUPPORT-$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$267,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$571ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$342ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,740ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,653ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,653TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$20,650Amt
Net Investment Income$1,032NetInvestmentIncomeAmt
Disbursements Charitable Prps$19,618DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWABFMV$659,600$659,600
SAFE AGREEMENT - SALMON NATION TRUST, LLCAT COST$287,500$287,500

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,364LegalFeesAmt
Net Investment Income$118NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,246DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE CHARGES$60$60$0
BOARD EXPENSES$872$0$872
DUES & SUBSCRIPTIONS$2,809$0$2,809
FEES AND PERMITS$854$0$854
INTERNET & WEBSITE$528$0$528
MEMBERSHIP FEES$1,725$0$1,725
OFFICE SUPPLIES$266$0$266
INSURANCE - GEN LIABILITY$1,872$0$1,872

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$11,266Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPROGRAM RELATED EQUITY INVESTMENT - TIDES FOUNDATIONDesc
BOY Book Value$237,500BOYBookValueAmt
EOY Book Value$237,500EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING$3,300$0$3,300
PROFESSIONAL FEES$77,126$3,856$73,270
INVESTMENT MANAGEMENT FEES$10,000$10,000$0

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