THE THOMAS PHILLIPS AND JANE MOORE JOHNSON FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE THOMAS PHILLIPS AND JANE MOORE JOHNSON FOUNDATION (EIN 25-6357015)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349106277
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Employee Compensation Expln
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T14:05:50-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NYE STREET PARTNERS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 DIVISION STREET | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | 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 | 256357015 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THOMAS PHILLIPS AND JANE | BusinessNameLine1Txt |
| Business Name Line2 | MOORE JOHNSON FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DYLAN HOOS | InCareOfNm |
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 2123431002 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 E COLORADO AVE | AddressLine1Txt |
| City | TELLURIDE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81435 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES JOHNSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2123431002 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | JOHNSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Heather M Fox | PreparerPersonNm |
| PTIN | P01407267 | PTIN |
| Phone | 5182466970 | PhoneNum |
| Preparation | 2022-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $110,303,789 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $92,499 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $92,499 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $807,374 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $807,374 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,655,288 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,410,300 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,655,288 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,200,163 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,126,390 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,755,324 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,681,551 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $284,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,213 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $270,037 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $181,200 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $9,060 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $172,140 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $57,892 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,895 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $54,997 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $99,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,963 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $89,662 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $72,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $72,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $16,723 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $16,723 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $108,198 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $108,198 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $32,158 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $32,158 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,903 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,903 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $687,513 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $655,957 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31,556 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,560,462 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $817,009 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $743,453 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,708,046 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,708,046 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,268,508 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $817,009 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,451,499 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,486,816 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,864,542 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,172,373 | CashBOYAmt |
| Cash EOY | $1,628,495 | CashEOYAmt |
| Cash EOYFMV | $1,628,495 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,931,733 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,055,582 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,055,582 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,214,036 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,544,773 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,181,086 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $21,131,791 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,509,560 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,777,398 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $30,657,980 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $37,833,624 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $77,653,472 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $7,756 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,756 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,756 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $58,115,669 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,579,790 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $110,303,789 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $58,115,669 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $63,579,790 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $58,115,669 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,579,790 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $58,115,669 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $63,579,790 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $58,115,669 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,486,816 | ExcessRevenueOverExpensesAmt |
| Subtotal | $63,602,485 | SubtotalAmt |
| Other Decreases | $22,695 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $63,579,790 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,655,288 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $137,117 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $137,117 | SubtotalAmt |
| Tax Based On Investment Income | $137,117 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $102,547 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $150,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $252,547 | TotalPaymentsAndCreditsAmt |
| Overpayment | $115,430 | OverpaymentAmt |
| Applied To ES Tax | $115,430 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JFFND.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DYLAN HOOS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123431002 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 E COLORADO AVE | AddressLine1Txt |
| City | TELLURIDE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81435 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES M JOHNSON | ||||||||
| 220 E COLORADO AVE | TELLURIDE | CO | 81435 | CHAIRMAN - as needed | 0 | $0 | $0 | $0 |
| JESSE D JOHNSON | ||||||||
| 220 E COLORADO AVE | TELLURIDE | CO | 81435 | TREASURER - as needed | 0 | $0 | $0 | $0 |
| ASA J JOHNSON | ||||||||
| 220 E COLORADO AVE | TELLURIDE | CO | 81435 | SECRETARY - as needed | 0 | $0 | $0 | $0 |
| RICHARD BURNS | ||||||||
| 220 E COLORADO AVE | TELLURIDE | CO | 81435 | INTERIM EXECUTIVE DIRECTOR | 0 | $284,250 | $0 | $0 |
| THOMAS P JOHNSON JR | ||||||||
| 220 E COLORADO AVE | TELLURIDE | CO | 81435 | PRESIDENT - AS NEEDED | 0 | $0 | $0 | $0 |
| PAUL L HOKEYMEYER | ||||||||
| 220 E COLORADO AVE | TELLURIDE | CO | 81435 | TRUSTEE - AS NEEDED | 0 | $0 | $0 | $0 |
| INA J SMITH | ||||||||
| 220 E COLORADO AVE | TELLURIDE | CO | 81435 | TRUSTEE - AS NEEDED | 0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DYLAN HOOS | ||||||||
| 220 E COLORADO | TELLURIDE | CO | 81435 | CHIEF OPER OFFICER | 0 | $110,600 | $18,190 | $0 |
| JAMISON LERNER | ||||||||
| 220 E COLORADO | TELLURIDE | CO | 81435 | PROGRAM OFFICER | 0 | $70,600 | $15,638 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SHADE TREE ADVISORS LLC | |||||
| 268 BROADWAY SUITE 101 | SARATOGA SPRINGS | NY | 12866 | ACCOUNTING | $67,699 |
| SUMMIT ROCK ADVISORS | |||||
| 9W 57TH ST 1200 | NEW YORK | NY | 10019 | INVESTMENT ADVICE | $194,820 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT | Description1Txt |
| Description2 | UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). | Description2Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $37,425,985 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,998,338 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $64,757,998 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $106,182,321 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $106,182,321 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,592,735 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $104,589,586 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,229,479 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,229,479 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $137,117 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $11,595 | IncomeTaxAmt |
| Total Tax | $148,712 | TotalTaxAmt |
| Distributable Before Adj | $5,080,767 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,080,767 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,080,767 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,451,499 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,451,499 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,080,767 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,283,487 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,451,499 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,283,487 | AppliedToYear1Amt |
| Applied To Current Year | $168,012 | 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 |
| Undistributed Income CY | $4,912,755 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS PHILLIPS JOHNSON AND JANE MO | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (118 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1 For The Planet | ||||||||
| 47 Maple Street Suite 103 | Burlington | VT | 05401 | None | PC | General Charitable | $10,000 | |
| Ah Haa School for the Arts | ||||||||
| PO Box 1590 300 S Townsend St | Telluride | CO | 81435 | None | PC | General Charitable | $10,000 | |
| American Civil Liberties Union Foundation | ||||||||
| 125 Broad St 18th Floor | New York | NY | 10004 | None | PC | General Charitable | $30,000 | |
| Bethany College | ||||||||
| 31 E Campus Dr 3 | Bethany | WV | 26032 | None | PC | General Charitable | $111,900 | |
| Blue Engine | ||||||||
| 75 Broad St RM 2900 | New York | NY | 10004 | None | PC | General Charitable | $30,000 | |
| Center for American Progress | ||||||||
| 1333 H Street NW 10th Floor | Washington | DC | 20005 | None | PC | General Charitable | $30,000 | |
| Centerlink | ||||||||
| PO Box 24490 | Fort Lauderdale | FL | 33307 | None | PC | General Charitable | $200,000 | |
| Common Cause | ||||||||
| 1133 19th Street | Washington | DC | 20036 | None | PC | General Charitable | $25,000 | |
| Conservation Colorado | ||||||||
| 1536 Wynkoop Street Suite 510 | Denver | CO | 80202 | None | PC | General Charitable | $25,000 | |
| Defend H2O | ||||||||
| PO Box 2557 | Sag Harbor | NY | 11963 | None | PC | General Charitable | $15,000 | |
| Democracy Initiative Education Fund | ||||||||
| 805 15th Street NW | Washington | DC | 20005 | None | PC | General Charitable | $25,000 | |
| Freedom for All Americans Education Fund | ||||||||
| 1629 K St NW Suite 300 | Washington | DC | 20006 | None | PC | General Charitable | $30,000 | |
| Fund for the City of New York | ||||||||
| 121 Sixth Avenue 6th Fl | New York | NY | 10013 | None | PC | General Charitable | $5,000 | |
| Funders for Lesbian & Gay Issues | ||||||||
| 104 West 29th Street 4th Floor | New York | NY | 10001 | None | PC | General Charitable | $25,000 | |
| Girls Educational and Mentoring Services | ||||||||
| 201 W 148th Street Ground Floor | New York | NY | 10039 | None | PC | General Charitable | $35,000 | |
| GLSEN Inc | ||||||||
| 110 William St 30th Fl | New York | NY | 10038 | None | PC | General Charitable | $50,000 | |
| Heights Hill Mental Health Service | ||||||||
| 25 Flatbush Ave Third Floor | Brooklyn | NY | 11217 | None | PC | General Charitable | $5,000 | |
| Lambda Legal Defense and Education Fund | ||||||||
| 120 Wall St 19th Floor | New York | NY | 10005 | None | PC | General Charitable | $25,000 | |
| LongHouse Reserve | ||||||||
| 133 Hands Creek Rd | East Hampton | NY | 11937 | None | PC | General Charitable | $25,000 | |
| Movement Advancement Project Inc | ||||||||
| 3020 Carbon Pl Ste 202 | Boulder | CO | 80301 | None | PC | General Charitable | $50,000 | |
| National Center for Lesbian Rights | ||||||||
| 870 Market St Ste 370 | San Francisco | CA | 94102 | None | PC | General Charitable | $25,000 | |
| Natural Resources Defense Council (NRDC) | ||||||||
| 40 West 20th Street | New York | NY | 10011 | None | PC | General Charitable | $20,000 | |
| New Venture Fund | ||||||||
| 1201 Connecticut Ave NW Suite 300 | Washington | DC | 20036 | None | PC | General Charitable | $90,000 | |
| North Star Fund Inc | ||||||||
| 520 8th Avenue Suite 1800 | New York | NY | 10018 | None | PC | General Charitable | $75,500 | |
| One Colorado Education Fund | ||||||||
| 1490 N Lafayette St Ste 304 | Denver | CO | 80218 | None | PC | General Charitable | $25,000 | |
| Pinhead Institute | ||||||||
| PO Box 2905 | Telluride | CO | 81435 | None | PC | General Charitable | $25,000 | |
| Planned Parenthood Northern New England | ||||||||
| 784 Hercule Dr Suite 110 | Colchester | VT | 05446 | None | PC | General Charitable | $40,000 | |
| Preservation Trust of Vermont | ||||||||
| 104 Church Street | Burlington | VT | 05401 | None | PC | General Charitable | $45,000 | |
| Proteus Fund | ||||||||
| 15 Research Drive Suite B | Amherst | MA | 01002 | None | PC | General Charitable | $100,000 | |
| Public Citizen Foundation | ||||||||
| 1600 20th St NW | Washington | DC | 20009 | None | PC | General Charitable | $50,000 | |
| Rachels Network Inc | ||||||||
| 1200 18th Street NW Suite 310 | Washington | DC | 20036 | None | PC | General Charitable | $7,000 | |
| Regents of the University of California | ||||||||
| 1111 Frankline Street | Oakland | CA | 94607 | None | PC | General Charitable | $40,000 | |
| Research Found of the City-Univ of NY | ||||||||
| PO Box 75000 | Detroit | MI | 48275 | None | PC | General Charitable | $25,000 | |
| San Miguel Resource Center | ||||||||
| PO Box 3243 | Telluride | CO | 81435 | None | PC | General Charitable | $25,000 | |
| Telluride Academy | ||||||||
| PO Box 2255 | Telluride | CO | 81435 | None | PC | General Charitable | $1,000 | |
| Telluride Foundation | ||||||||
| PO Box 4222 220 E Colorado Ave S | Telluride | CO | 81435 | None | PC | General Charitable | $500,000 | |
| Telluride Mountain School Inc | ||||||||
| 200 San Miguel River Dr | Telluride | CO | 81435 | None | PC | General Charitable | $76,100 | |
| The Franklin & Eleanor Roosevelt Institute | ||||||||
| 570 Lexington Avenue 5th Floor | New York | NY | 10022 | None | PC | General Charitable | $15,000 | |
| The Retreat Inc | ||||||||
| 13 Goodfriend Dr | East Hampton | NY | 11937 | None | PC | General Charitable | $25,000 | |
| True Colors Fund | ||||||||
| 311 W 43rd St 12th Fl | New York | NY | 10036 | None | PC | General Charitable | $20,000 | |
| Trustees of Columbia Univ of NYC | ||||||||
| 622 West 113th Street Mail Code 452 | New York | NY | 10025 | None | PC | General Charitable | $5,000 | |
| Vermont Community Foundation | ||||||||
| 3 Court Street | Middlebury | VT | 05753 | None | PC | General Charitable | $585,000 | |
| CENTER FOR RURAL AFFAIRS | ||||||||
| PO BOX 136 | LYONS | NE | 68038 | None | PC | General charitable | $25,000 | |
| Bottom Line Inc | ||||||||
| 50 Milk Street 16th Floor | Boston | MA | 02109 | None | PC | General charitable | $10,000 | |
| Breakthrough New York Inc | ||||||||
| 123 William Street 4th Floor | New York | NY | 10038 | NONE | PC | GENERAL CHARITABLE | $10,000 | |
| CFES BRILLIANT PATHWAYS | ||||||||
| PO BOX 247 | ESSEX | NY | 12936 | NONE | PC | GENERAL CHARITABLE | $25,000 | |
| CORNELL UNIVERSITY | ||||||||
| 377 PINE TREE ROAD | ITHACA | NY | 14850 | NONE | PC | GENERAL CHARITABLE | $10,000 | |
| DEMOS | ||||||||
| 80 BROAD STREET 4TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL CHARITABLE | $15,000 | |
| EDUCATORS FOR EXCELLENCE | ||||||||
| 80 PINE STREET 28TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | GENERAL CHARITABLE | $20,000 | |
| ERASE RACISM INC | ||||||||
| 6800 JERICHO TURNPIKE SUITE 109W | SYOSSET | NY | 11791 | NONE | PC | GENERAL CHARITABLE | $5,000 | |
| GREENPEACE FUND INC | ||||||||
| 702 H STREET NW SUITE 300 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL CHARITABLE | $50,000 | |
| HIGH COUNTRY NEWS | ||||||||
| PO BOX 1090 119 GRANDE AVENUE | PAONIA | CO | 81428 | NONE | PC | GENERAL CHARITABLE | $20,000 | |
| MAUREENS HAVEN INC | ||||||||
| 28 LINCOLN STREET | RIVERHEAD | NY | 11901 | NONE | PC | GENERAL CHARITABLE | $5,000 | |
| MOUNTAINFILM | ||||||||
| PO BOX 1088 | TELLURIDE | CO | 81435 | NONE | PC | GENERAL CHARITABLE | $45,000 | |
| NEW TEACHER CENTER | ||||||||
| 1205 PACIFIC AVE | SANTA CRUZ | CA | 95060 | NONE | PC | GENERAL CHARITABLE | $10,000 | |
| OLA OF EASTERN LONG ISLAND INC | ||||||||
| PO BOX 278 180 OLD FARM ROAD | SAGAPONACK | NY | 11962 | NONE | PC | GENERAL CHARITABLE | $5,000 | |
| POLITICAL RESEARCH ASSOCIATES | ||||||||
| 1310 BROADWAY SUITE 201 | SOMERVILLE | MA | 02144 | NONE | PC | GENERAL CHARITABLE | $15,000 | |
| PROGRAM FOR PRESERVING THE NATURAL WORLD | ||||||||
| 30 IPSWICH ST APT 211 | BOSTON | MA | 02215 | NONE | PC | GENERAL CHARITABLE | $15,000 | |
| SAG HARBOR COMMUNITY FOOD PANTRY INC | ||||||||
| PO BOX 1241 | SAG HARBOR | NY | 11963 | NONE | PC | GENERAL CHARITABLE | $5,000 | |
| SAN MIGUEL EDUCATION FUND | ||||||||
| PO BOX 1069 | TELLURIDE | CO | 81435 | NONE | PC | GENERAL CHARITABLE | $3,000 | |
| SHERIDAN ARTS FOUNDATION | ||||||||
| PO BOX 2680 | TELLURIDE | CO | 81435 | NONE | PC | GENERAL CHARITABLE | $2,500 | |
| TELLURIDE HISTORICAL MUSEUM | ||||||||
| PO BOX 1597 | TELLURIDE | CO | 81435 | NONE | PC | GENERAL CHARITABLE | $1,000 | |
| TELLURIDE MEDICAL CENTER FOUNDATION | ||||||||
| PO BOX 1229 | TELLURIDE | CO | 81435 | NONE | PC | GENERAL CHARITABLE | $5,000 | |
| TELLURIDE MOUNTAIN CLUB | ||||||||
| PO BOX 1201 | TELLURIDE | CO | 81435 | NONE | PC | GENERAL CHARITABLE | $10,000 | |
| TELLURIDE REPERTORY THEATRE COMPANY | ||||||||
| PO BOX 2469 | TELLURIDE | CO | 81435 | NONE | PC | GENERAL CHARITABLE | $15,000 | |
| US PUB INTEREST RESEARCH GRP EDUC FUND | ||||||||
| 1543 WAZEE STREET SUITE 460 | DENVER | CO | 80202 | NONE | PC | GENERAL CHARITABLE | $50,000 | |
| TELLURIDE ANGEL BASKETS | ||||||||
| PO BOX 22000 | TELLURIDE | CO | 81435 | NONE | PC | GENERAL CHARITABLE | $5,000 | |
| CARBON UNDERGROUND | ||||||||
| 8800 VENICE BLVD SUITE 322 | LOS ANGELES | CA | 90034 | NONE | PC | GENERAL CHARITABLE | $28,000 | |
| FOUR CORNERS RAINBOW YOUTH CENTER | ||||||||
| 701 CAMINO DEL RIO | DURANGO | CO | 81301 | NONE | PC | GENERAL CHARITABLE | $303 | |
| GAY & LESBIAN VICTORY INSTITUTE | ||||||||
| 1133 15TH STREET | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE | $30,000 | |
| HISPANIC AFFAIRS PROJECT | ||||||||
| PO BOX 2024 | MONTROSE | CO | 81402 | NONE | PC | GENERAL CHARITABLE | $5,000 | |
| HUNGER FREE VERMONT | ||||||||
| 38 EASTWOOD DRIVE SUITE 100 | SOUTH BURLINGTON | VT | 05403 | NONE | PC | GENERAL CHARITABLE | $35,000 | |
| JUST FOR KIDS FOUNDATION INC | ||||||||
| PO BOX 4219 | TELLURIDE | CO | 81435 | NONE | PC | GENERAL CHARITABLE | $10,000 | |
| NEW AMERICAN LEADERS | ||||||||
| 530 SEVENTH AVE FLOOR M1 | NEW YORK | NY | 10018 | NONE | PC | GENERAL CHARITABLE | $25,000 | |
| PALM ARTS | ||||||||
| 721 W COLORADO AVE | TELLURIDE | CO | 81435 | NONE | PC | GENERAL CHARITABLE | $10,000 | |
| GROUP FOR THE EAST END INC | ||||||||
| PO BOX 569 | BRIDGEHAMPTON | NY | 11932 | NONE | PC | GENERAL CHARITABLE | $12,500 | |
| SAN MIGUEL MENTORING PROGRAM | ||||||||
| PO BOX 1574 | TELLURIDE | CO | 81435 | NONE | PC | GENERAL CHARITABLE | $10,000 | |
| SERVICES & ADVOCACY FOR GLBT ELDERS | ||||||||
| 305 SEVENTH AVE 15TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL CHARITABLE | $10,000 | |
| TELLURIDE ADAPTIVE SKI PROGRAM | ||||||||
| 568 MT VILLAGE BLVD SUITE 101 | MOUNTAIN VILLAGE | CO | 81435 | NONE | PC | GENERAL CHARITABLE | $2,500 | |
| TIDES CENTER | ||||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | NONE | PC | GENERAL CHARITABLE | $55,000 | |
| TRACE MEDIA INC | ||||||||
| PO BOX 24532 | BROOKLYN | NY | 11202 | NONE | PC | GENERAL CHARITABLE | $30,000 | |
| TRUST FOR HOUSING | ||||||||
| PO BOX 2007 | TELLURIDE | CO | 81435 | NONE | PC | GENERAL CHARITABLE | $5,000 | |
| TELLURIDE EMERGENCY MEDICAL | ||||||||
| PO BOX 236 | TELLURIDE | CO | 81435 | NONE | PC | GENERAL CHARITABLE | $1,000 | |
| VTDIGGER | ||||||||
| 26 STATE STREET SUITE 8 | MONTPELIER | VT | 05602 | NONE | PC | GENERAL CHARITABLE | $25,000 | |
| WNET | ||||||||
| 825 EIGHTH AVE | NEW YORK | NY | 10019 | NONE | PC | GENERAL CHARITABLE | $10,000 | |
| NATIONAL LGBTQ TASK FORCE | ||||||||
| 1325 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE | $10,000 | |
| VERMONT PUBLIC RADIO | ||||||||
| 365 TROY AVE | COLCHESTER | VT | 05446 | NONE | PC | GENERAL CHARITABLE | $27,343 | |
| TELLURIDE AIDS BENEFIT | ||||||||
| PO BOX 3819 | TELLURIDE | CO | 81435 | NONE | PC | GENERAL CHARITABLE | $10,000 | |
| BOSTON FOUNDATION | ||||||||
| 75 ARLINGTON ST | BOSTON | MA | 02116 | NONE | PC | GENERAL CHARITABLE | $20,000 | |
| CENTER FOR POPULAR DEMOCRACY | ||||||||
| 449 TROUTMAN STREET | BROOKLYN | NY | 11237 | NONE | PC | GENERAL CHARITABLE | $10,000 | |
| CENTER FOR SCIENCE IN THE PUBLIC INTEREST | ||||||||
| 1250 I STREET NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE | $10,000 | |
| CORPORATE ACCOUNTABILITY | ||||||||
| 10 MILK STREET | BOSTON | MA | 02108 | NONE | PC | GENERAL CHARITABLE | $30,000 | |
| DESERT AIDS PROJECT | ||||||||
| 1695 N SUNRISE WAY | PALM SPRINGS | CA | 92262 | NONE | PC | GENERAL CHARITABLE | $4,000 | |
| EDGE AND CENTER INC | ||||||||
| PO BOX 1905 | SAG HARBOR | NY | 11963 | NONE | PC | GENERAL CHARITABLE | $800 | |
| EQUINE VOICES RESCUE & SANCTUARY | ||||||||
| 1540 W DOVE WAY | AMADO | AZ | 85645 | NONE | PC | GENERAL CHARITABLE | $10,000 | |
| FAIR COUNT INC | ||||||||
| PO BOX 170382 | ATLANTA | GA | 30317 | NONE | PC | GENERAL CHARITABLE | $75,000 | |
| FJC-A FOUNDATION OF PHILANTHROPIC FUNDS | ||||||||
| 31 W 34TH STREET | NEW YORK | NY | 10001 | NONE | PC | GENERAL CHARITABLE | $22,500 | STE 8026 |
| GUNSDOWN INC | ||||||||
| PO BOX 3984 | YOUNGSTOWN | OH | 44513 | NONE | PC | GENERAL CHARITABLE | $20,200 | |
| IMMIGRATION EQUALITY | ||||||||
| 594 DEAN STREET | BROOKLYN | NY | 11238 | NONE | PC | GENERAL CHARITABLE | $100 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | NONE | PC | GENERAL CHARITABLE | $30,000 | |
| JACKSONVILLE AREA SEXUAL MINORITY YOUTH | ||||||||
| 923 PENINSULAR PLACE | JACKSONVILLE | FL | 32204 | NONE | PC | GENERAL CHARITABLE | $100 | |
| LITTLE RED SCHOOL HOUSE INC | ||||||||
| 272 SIXTH AVE | NEW YORK | NY | 10014 | NONE | PC | GENERAL CHARITABLE | $2,500 | |
| NATIONAL CENTER FOR CIVIC INNOVATION INC | ||||||||
| 121 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | PC | GENERAL CHARITABLE | $10,500 | 6TH FLOOR |
| NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE | ARLINGTON | VA | 22203 | NONE | PC | GENERAL CHARITABLE | $20,000 | STE 100 |
| NEO PHILANTHROPY | ||||||||
| 45 W 36TH STREET | NEW YORK | NY | 10018 | NONE | PC | GENERAL CHARITABLE | $2,500 | 6TH FLOOR |
| NEW YORK CITY AIDS MEMORIAL INC | ||||||||
| 76 GREENWICH AVE | NEW YORK | NY | 10011 | NONE | PC | GENERAL CHARITABLE | $500 | |
| NEW YORK COMMON PANTRY | ||||||||
| 8 E 109TH SREET | NEW YORK | NY | 10029 | NONE | PC | GENERAL CHARITABLE | $1,500 | |
| RICHARD J CARON FOUNDATION | ||||||||
| 243 NORTH GALEN HALL ROAD | WERNERSVILLE | PA | 19565 | NONE | PC | GENERAL CHARITABLE | $5,000 | |
| RIDERS ALLIANCE LLC | ||||||||
| 555 8TH AVE 1803 | NEW YORK | NY | 10018 | NONE | PC | GENERAL CHARITABLE | $40,000 | |
| ST ANDREWS SCHOOL OF DELAWARE INC | ||||||||
| 350 NOXONTOWN ROAD | MIDDLETOWN | DE | 19709 | NONE | PC | GENERAL CHARITABLE | $20,000 | |
| TELLURIDE EDUCATION FOUNDATION INC | ||||||||
| PO BOX 3548 | TELLURIDE | CO | 81435 | NONE | PC | GENERAL CHARITABLE | $5,000 | |
| TELLURIDE SKI & SNOWBOARD CLUB | ||||||||
| 300 MAHONEY DR C4 | TELLURIDE | CO | 81435 | NONE | PC | GENERAL CHARITABLE | $15,000 | |
| TIDES FOUNDATION | ||||||||
| 1012 TORNEY AVE | SAN FRANCISCO | CA | 94129 | NONE | PC | GENERAL CHARITABLE | $20,000 | |
| VAN NESS RECOVERY HOUSE | ||||||||
| 1919 N BEACHWOOD DR | LOS ANGELES | CA | 90068 | NONE | PC | GENERAL CHARITABLE | $2,000 | |
| WIKIMEDIA FOUNDATION INC | ||||||||
| 1 MONTGOMERY STREET STE 1600 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL CHARITABLE | $5,000 | |
| WOODSTOCK FARM ANIMAL SANCTUARY INC | ||||||||
| 2 RESCUE ROAD | HIGH FALLS | NY | 12440 | NONE | PC | GENERAL CHARITABLE | $200 | |
| YALE UNIVERSITY | ||||||||
| YALE UNIVERSITY | NEW HAVEN | CT | 06520 | NONE | PC | GENERAL CHARITABLE | $2,000 | |
| YOUTHROOTS | ||||||||
| 2700 S BROADWAY STE 200 | ENGLEWOOD | CO | 80113 | NONE | PC | GENERAL CHARITABLE | $9,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,708,046 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,499 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $807,374 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | $73,773 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $4,126,390 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,655,288 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $73,773 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,681,551 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,755,324 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $99,625 | Amt |
| Net Investment Income | $9,963 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $89,662 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Employee Compensation Expln EmployeeCompensationExpln
Employee Comp Explanation EmployeeCompExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Employee | DYLAN HOOS | EmployeeNm |
| Explanation | TELLURIDE 81435 | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STATE STREET 33.4 PUB TRD SEC | $4,287,617 | $5,515,283 |
| STATE STREET 33.3 PUB TRD SEC | $9,221,943 | $16,262,115 |
| STATE STREET 33.5 PUB TRD SEC | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERNSTEIN 3557 - FUNDS | $6,419,181 | $7,765,691 |
| GS VINTAGE FUND III OFFSHORE | $98,895 | $20,034 |
| GS MEZZANINE PARTNERS | $0 | $7,348 |
| WHITEHALL STREET INTL RE CORP | $925,097 | $6,433 |
| SUMMIT ROCK FIXED INCOME | $0 | $2,128,539 |
| SUMMIT ROCK HEDGED EQUITY | $2,872,361 | $7,549,973 |
| SUMMIT ROCK DIVERSIFIED STRAT | $2,825,607 | $8,703,769 |
| SUMMIT ROCK SELECTED EQUITY | $5,250,000 | $19,946,417 |
| SUMMIT ROCK PRIVATE EQUITY | $0 | $2,765,995 |
| SUMMIT ROCK PRIV EQ PORT II | $3,933,667 | $7,438,425 |
| STONETOWN 5 LLLP | $239,713 | $362,580 |
| SUMMIT ROCK PRIV EQ PORT III | $4,454,639 | $8,438,394 |
| STONETOWN QRV SIDECAR | $162,222 | $217,199 |
| STONETOWN 6 LLLP | $390,191 | $458,400 |
| SUMMIT ROCK PRIV EQU PORT IV | $2,712,875 | $3,743,758 |
| DENNIS SCHILL MANOR ASSOCIATES | $18,505 | $18,505 |
| ALUA OFFSHORE FUND | $3,000,000 | $3,265,292 |
| SUMMIT ROCK PRIV EQU PORT V | $749,142 | $765,869 |
| STONETOWN VINTAGE | $11,529 | $367,000 |
| BLACKROCK MULTI-STRAT CREDIT | $3,770,000 | $3,683,851 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $7,756 | BOYBookValueAmt |
| EOY Book Value | $7,756 | EOYBookValueAmt |
| EOYFMV | $7,756 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENTS | Desc |
| Amt | $22,695 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $258,072 | $258,072 | |
| PORTFOLIO DEDUCTIONS FROM K-1S | $388,700 | $388,700 | |
| ADR FEES | $8,375 | $8,375 | |
| OTHER EXPENSES | $8,701 | $8,701 | |
| INSURANCE | $5,865 | $5,865 | |
| FILING FEES | $1,515 | $1,515 | |
| SUBSCRIPTIONS | $95 | $95 | |
| TECHNOLOGY | $16,190 | $810 | $15,380 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 INVESTMENTS - OTHER INCOME | $4,119,123 | $4,119,123 |
| OTHER INCOME | $7,267 | $7,267 |
| K-1 INVESTMENTS - UBTI | $73,773 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| JANE T. JOHNSON | $36,000 | $36,000 |
| KATHLEEN STURGEON | $36,000 | $36,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 INVESTMENTS - FOREIGN TAX | $667 | $667 |
| BROKERAGE ACCTS - FOREIGN TAX | $57,531 | $57,531 |
| FEDERAL TAX | $50,000 | $50,000 |
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