SJR CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SJR CHARITABLE FOUNDATION (EIN 20-5498853)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-23
- IRS object ID
- 202122049349100712
- 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
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-23T13:35:24-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 824526527 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARG & HENSON CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 S UNIVERSITY DR STE 312 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761078099 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205498853 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SJR CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SJRC | BusinessNameControlTxt |
| Phone | 3109484519 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1131 CYPRESS AVENUE | AddressLine1Txt |
| City | HERMOSA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90254 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA RAYMOND | PersonNm |
| Person Title | PRESIDENT/SECRETARY | PersonTitleTxt |
| Phone | 3109484519 | PhoneNum |
| Signature | 2021-07-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAURA | PersonFirstNm |
| Person Last | RAYMOND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD R BARG | PreparerPersonNm |
| PTIN | P00196715 | PTIN |
| Phone | 8178701057 | PhoneNum |
| Preparation | 2021-07-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $357,852 | 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 | $149,600 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,606 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,606 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,504 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,784 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,504 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $95 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $156,829 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,134 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $217 | LegalFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $77 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,230 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,230 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,524 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,232 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,524 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,232 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $150,305 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,902 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $90,912 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $81,720 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $81,720 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $115,276 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $276,132 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $276,132 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $206,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $357,852 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $357,852 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $206,188 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $357,852 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $206,188 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $357,852 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $206,188 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $357,852 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $206,188 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $150,305 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,359 | OtherIncreasesAmt |
| Subtotal | $357,852 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $357,852 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BLACKROCK FDS MID CAP GROWTH- 3.993 | P | 2020-02-28 | 2020-09-18 | $140 | $118 | $22 | $22 |
| JPMORGAN TR I STRATEGIC INC- 193.935 | P | 2019-02-27 | 2020-02-28 | $2,221 | $2,255 | -$34 | -$34 |
| FIRST TR EMERGING ETF MKTS ALPHA- 18 | P | 2019-05-24 | 2020-02-28 | $403 | $409 | -$6 | -$6 |
| MFS SER TR X EMERGING MK DEBT- 19.57 | P | 2018-06-21 | 2020-02-28 | $291 | $289 | $2 | $2 |
| ISHARES TIP BOND ETF- 9 | P | 2020-02-28 | 2020-09-18 | $1,139 | $1,081 | $58 | $58 |
| PIMCO FDS INCOME FD INSTL - 178.836 | P | 2018-02-09 | 2020-09-18 | $2,105 | $2,170 | -$65 | -$65 |
| ISHARES CORE 10 YR ETF USD BD- 54 | P | 2019-05-24 | 2020-02-28 | $3,959 | $3,402 | $557 | $557 |
| PIMCO ETF TRUST ETF ENHANCED- 44 | P | 2019-02-25 | 2020-09-18 | $4,486 | $4,464 | $22 | $22 |
| JP MORGAN TR I STRATEGIC INC- 5.457 | P | 2019-03-28 | 2020-02-28 | $63 | $63 | ||
| PIMCO FDS RAE WW LG/ST- 213.853 | P | 2018-12-14 | 2020-02-28 | $1,978 | $2,329 | -$351 | -$351 |
| PIMCO FDS RAE WORLDWIDE- 6.604 | P | 2019-12-05 | 2020-02-28 | $61 | $66 | -$5 | -$5 |
| SPDR GOLD TRUST ETF- 4 | P | 2019-02-25 | 2020-02-28 | $597 | $502 | $95 | $95 |
| INVESCO OPPENHEIMER FUNDAMEN- 81.229 | P | 2017-02-21 | 2020-02-28 | $2,180 | $2,204 | -$24 | -$24 |
| VANGUARD LG TERM ETF BOND- 5 | P | 2017-02-21 | 2020-02-28 | $544 | $451 | $93 | $93 |
| INVESCO OPPENHEIMER DEV MKT- 88.099 | P | 2016-03-29 | 2020-09-18 | $3,892 | $3,173 | $719 | $719 |
| VANGUARD MID-CAP VAL ETF IDX- 8 | P | 2014-08-08 | 2020-02-28 | $829 | $675 | $154 | $154 |
| INVESCO OPPENHEIMER INTL DIV-110.381 | P | 2016-03-29 | 2020-09-18 | $2,184 | $1,599 | $585 | $585 |
| VANGUARD GROWTH ETF- 8 | P | 2014-08-08 | 2020-09-18 | $1,660 | $780 | $880 | $880 |
| EATON VANCE GRWTH TR ATL-32.432 | P | 2014-08-11 | 2020-02-28 | $1,084 | $788 | $296 | $296 |
| WELLS FARGO FDS CORE P BD FD-178.49 | P | 2018-02-09 | 2020-09-18 | $2,467 | $2,215 | $252 | $252 |
| FIDELITY ADVISOR INTL CAP AP- 81.257 | P | 2016-04-01 | 2020-09-18 | $2,141 | $1,307 | $834 | $834 |
| WISDOMTREE GBL ETF EX-US RE FD- 36 | P | 2018-02-08 | 2020-02-28 | $1,012 | $1,121 | -$109 | -$109 |
| FIRST TR EMERGING ETF MKTS ALPHA-131 | P | 2019-02-25 | 2020-02-28 | $2,936 | $3,359 | -$423 | -$423 |
| INVESCO TR II ETF S&P 500 HI DIV- 81 | P | 2019-02-25 | 2020-09-18 | $2,822 | $3,137 | -$315 | -$315 |
| ISHARES ETF US REAL ESTATE- 13 | P | 2018-02-08 | 2020-02-28 | $1,137 | $948 | $189 | $189 |
| ISHARES ETF RUSSELL TOP 200 GRWTH-7 | P | 2016-03-29 | 2020-09-18 | $817 | $375 | $442 | $442 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,504 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $626 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $82 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $82 | SubtotalAmt |
| Tax Based On Investment Income | $82 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $82 | TaxDueAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LAURA RAYMOND | IndividualWithBooksNm |
| Phone | 3109484519 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1131 CYPRESS AVENUE | AddressLine1Txt |
| City | HERMOSA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90254 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LAURA RAYMOND | ||||||||
| 1131 CYPRESS AVENUE | HERMOSA BEACH | CA | 90254 | PRESIDENT/SE | 3.00 | $0 | $0 | $0 |
| MATT RAYMOND | ||||||||
| 1131 CYPRESS AVENUE | HERMOSA BEACH | CA | 90254 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| VALLI KINDRED | ||||||||
| 5625 TWIN BROOKS DRIVE | DALLAS | TX | 75252 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $171,273 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,355 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $258,628 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $258,628 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,879 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $254,749 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,737 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,737 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $82 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $82 | TotalTaxAmt |
| Distributable Before Adj | $12,655 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,655 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,655 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $5,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,655 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $47,125 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $68,528 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,972 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $54,389 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,426 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $242,440 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $7,655 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,655 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $234,785 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $39,470 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $195,315 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $68,528 | ExcessFromYear4Amt |
| Excess From Year3 | $48,972 | ExcessFromYear3Amt |
| Excess From Year2 | $54,389 | ExcessFromYear2Amt |
| Excess From Year1 | $23,426 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N M SCHOOL FOR THE DEAF | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 CERRILLOS ROAD | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | GOV | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | IMPROVEMENT OF EDUCATION | GrantOrContributionPurposeTxt |
| Amt | $5,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,606 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,504 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTION | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,229 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,229 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SARAH J RINEHART | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 704 CAMINO CABRA | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 875055924 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $149,600 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | AMAZON STOCK - 44 SHARES | NoncashPropertyDesc |
| Fair Market Value | $149,600 | FairMarketValueAmt |
| Received | 2020-08-27 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PUBLICLY TRADED SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $276,132 | BookValueAmt |
| EOYFMV | $276,132 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $217 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ADVISORY FEES | $1,230 | $1,230 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $95 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN FMV OF PUBLICLY TRADED SECURITIES | Desc |
| Amt | $1,359 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH J RINEHART | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 704 CAMINO CABRA | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $2 | $2 |
| FEDERAL EXCISE TAX | $75 |
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