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GLOBETROTTER FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
GLOBETROTTER FOUNDATION (EIN 45-4901050)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-08
IRS object ID
202113129349102371
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-08T17:52:20-08:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN942773669PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ORLANDO MITTS MOORE & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1675 N FIRST STREET SUITE 1200AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95112ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454901050EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GLOBETROTTER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGLOBBusinessNameControlTxt
Phone8316280288PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8AddressLine1Txt
CityPAICINESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95043ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSALLIE CALHOUNPersonNm
Person TitlePresidentPersonTitleTxt
Signature2021-08-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSALLIEPersonFirstNm
Person LastCALHOUNPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLaurie OrlandoPreparerPersonNm
PTINP00409667PTIN
Phone4082780300PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,901,714FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$51,895DividendsRevAndExpnssAmt
Dividends Net Invst Incm$51,895DividendsNetInvstIncmAmt
Other Income Rev And Expnss-$232OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$232OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$51,663TotalRevAndExpnssAmt
Total Net Invst Incm$51,663TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,323AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$3,323AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$31,659OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$31,659OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,623TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,623TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$4,663TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$4,663TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$70,310OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$70,310OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$111,578TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,623TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$109,955TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$374,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$374,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$485,578TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,623TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$483,955TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$433,915ExcessRevenueOverExpensesAmt
Net Investment Income$50,040NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,182,518SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,535,275SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,535,276SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$2,065,472CorporateBondsBOYAmt
Corporate Bonds EOY$2,078,404CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,078,404CorporateBondsEOYFMVAmt
Other Assets BOY$1,125,968OtherAssetsBOYAmt
Other Assets EOY$1,288,034OtherAssetsEOYAmt
Other Assets EOYFMV$1,288,034OtherAssetsEOYFMVAmt
Total Assets BOY$10,373,958TotalAssetsBOYAmt
Total Assets EOY$9,901,713TotalAssetsEOYAmt
Total Assets EOYFMV$9,901,714TotalAssetsEOYFMVAmt
Accounts Payable BOY$38,330AccountsPayableBOYAmt
Total Liabilities BOY$38,330TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$10,335,628RetainedEarningBOYAmt
Retained Earning EOY$9,901,713RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,335,628TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,901,713TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,373,958TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,901,713TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,335,628TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$433,915ExcessRevenueOverExpensesAmt
Subtotal$9,901,713SubtotalAmt
Tot Net Ast Or Fund Balances EOY$9,901,713TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$696InvestmentIncomeExciseTaxAmt
Subtotal$696SubtotalAmt
Tax Based On Investment Income$696TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,200TotalPaymentsAndCreditsAmt
Overpayment$504OverpaymentAmt
Applied To ES Tax$504AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SALLIE CALHOUNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8316280288PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8AddressLine1Txt
CityPAICINESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95043ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SALLIE CALHOUN
21120 WARDELL ROADSARATOGACA95070President1.00$0
SALLIE CALHOUN
21120 WARDELL ROADSARATOGACA95070Vice President1.00$0
SALLIE CALHOUN
21120 WARDELL ROADSARATOGACA95070Secretary1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,905,216AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,905,216TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$6,905,216AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$103,578CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,801,638NetVlNoncharitableAssetsAmt
Minimum Investment Return$340,082MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$340,082MinimumInvestmentReturnAmt
Tax Based On Investment Income$696TaxBasedOnInvestmentIncomeAmt
Total Tax$696TotalTaxAmt
Distributable Before Adj$339,386DistributableBeforeAdjAmt
Distributable Before Ded$339,386DistributableBeforeDedAmt
Distributable As Adjusted$339,386DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$483,955ExpensesAndContributionsAmt
Qualifying Distributions$483,955QualifyingDistributionsAmt
Adjusted Qualifying Distri$483,955AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$339,386DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$667,514ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$122,967ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$195,977ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$598,576ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,585,034TotalExcessDistributionCyovAmt
Qualifying Distributions$483,955QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$339,386AppliedToCurrentYearAmt
Remaining Distri From Corpus$144,569RemainingDistriFromCorpusAmt
Total Corpus$1,729,603TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,729,603ExcessDistriCyovToNextYrAmt
Excess From Year4$667,514ExcessFromYear4Amt
Excess From Year3$122,967ExcessFromYear3Amt
Excess From Year2$195,977ExcessFromYear2Amt
Excess From Year1$598,576ExcessFromYear1Amt
Excess From Current Year$144,569ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSALLIE CALHOUNContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient RelationshipRecipientRelationshipTxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
CSU CHICO
135 ACKER GYMCHICOCA95929PCAGRICULTURAL DEPARTMENT SUPPORT$100,000
NMFMA
1219 LUISA STREET 1SANTA FENM87505PCSUPPORT$10,000NONE
MERIDIAN INSTITUTE
1800 M STREET NW SUITE 400NWASHINGTONDC20036PCGRASSFED ALLIANCE$75,000NONE
SUSTAINABLE ECONOMIES LAW CENTER
1428 FRANKLIN STREETOAKLANDCA94612PCSUPPORT$30,000NONE
YOUNG AGRARIANS
PCSUPPORT$150,000NONE2214 SUN VALLEY DRIVEBRITISH COLUMBIABRITISH COLUMBIACAV9T 6E8
ECOLOGICAL FARMING ASSOCIATION
2901 Park Avenue Suite D-2SOQUELCA95073PC2021 ECOFARM SPONSORSHIP$3,000NONE
CLAYMONT SOCIETY
667 Huyett RdCharles TownWV25414PCPERMACULTURE CONVERGENCE$1,000NONE
BSING LLC
175 EASTERN PARKWAY 5BBROOKLYNNY11238DEVELOPMENT OF CARBON SPONGE IN NYC$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$374,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$51,895ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$232RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$51,895ExclusionAmt
Related Or Exempt Function Incm-$232RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$51,663TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$3,323Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,323DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondRSF SOCIAL 0.25%BondNm
EOY Book Value$2,078,404EOYBookValueAmt
EOYFMV$2,078,404EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (7 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DIRT CAPITAL PARTNERS 2016 LLC$475,968$434,591$434,591
DISTRIBUTION RECEIVABLE$502$502
IMPERIAL YARN - PRI LOAN$162,941$162,941
MERIDIAN INSTITUTE$100,000$100,000$100,000
PLANTING JUSTICE$300,000$300,000$300,000
Redd, LLC - Loan$250,000$250,000$250,000
WBLT-PRI LOAN$40,000$40,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$47$47
BUSINESS REGISTRATION FEES$50$50
MANAGEMENT SERVICES$34,036$34,036
MEMBERSHIP FEES$20,500$20,500
OTHER EXPENSES$66$66
PRINTING AND COPYING$87$87
SPONSORSHIPS$15,000$15,000
SUBSCRIPTIONS$262$262
SUPPLIES$262$262

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books-$232RevenueAndExpensesPerBooksAmt
Net Investment Income-$232NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
Amt$31,659Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$31,659DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$1,623Amt
Net Investment Income$1,623NetInvestmentIncomeAmt

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