BETA

Turnbull Family Foundation Inc: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
Turnbull Family Foundation Inc (EIN 83-1563331)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-05
IRS object ID
202123099349100792
Schema version
2020v4.1
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)
Return2021-11-05T13:55:10-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010494526PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Baker Newman & NoyesBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 507AddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04112ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831563331EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Turnbull Family Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTURNBusinessNameControlTxt
Phone2035547725PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115 East Putnam AvenueAddressLine1Txt
CityGreenwichCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCarey TurnbullPersonNm
Person TitleTrusteePersonTitleTxt
Phone2035547725PhoneNum
Signature2021-11-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCareyPersonFirstNm
Person LastTurnbullPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNicholas E PortoPreparerPersonNm
PTINP01310283PTIN
Phone2078792100PhoneNum
Preparation2021-11-04PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$266,034FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,477,926ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$26InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$26InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,425DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,425DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,838,596NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,982,130GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,838,596CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,318,973TotalRevAndExpnssAmt
Total Net Invst Incm$1,841,047TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$100OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$100OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$13,447TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,003OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,003OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,550TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,000TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,103TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,424,408ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,424,408ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,443,958TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,000TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,428,511TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,875,015ExcessRevenueOverExpensesAmt
Net Investment Income$1,839,047NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$33,317SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$122,246SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$122,246SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$100,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$100,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$100,000OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$251,658CorporateStockBOYAmt
Corporate Stock EOY$43,788CorporateStockEOYAmt
Corporate Stock EOYFMV$43,788CorporateStockEOYFMVAmt
Total Assets BOY$284,975TotalAssetsBOYAmt
Total Assets EOY$266,034TotalAssetsEOYAmt
Total Assets EOYFMV$266,034TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$284,975RetainedEarningBOYAmt
Retained Earning EOY$266,034RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$284,975TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$266,034TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$284,975TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$266,034TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$284,975TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,875,015ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,159,990SubtotalAmt
Other Decreases$1,893,956OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$266,034TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly Traded SecuritiesPropertyDesc
How AcquiredDHowAcquiredCd
Gross Sales Price$1,982,130GrossSalesPriceAmt
Cost Or Other Basis$143,534CostOrOtherBasisAmt
Gain Or Loss$1,838,596GainOrLossAmt
Gains Minus Excess Or Losses$1,838,596GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,838,596CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$25,563InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$25,563SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$25,563TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$40,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$48,800TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$23,237OverpaymentAmt
Applied To ES Tax$23,237AppliedToESTaxAmt
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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Megan ButlerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2035547725PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115 East Putnam AvenueAddressLine1Txt
CityGreenwichCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Carey Turnbull
15 East Putnam AvenueGreenwichCT068305424Director, Chair, Treasurer, Secretary1.00$0$0$0
Claudia Turnbull
15 East Putnam AvenueGreenwichCT068305424Director1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
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$378,028AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$60,243AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$438,271TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$438,271AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,574CashDeemedCharitableAmt
Net Vl Noncharitable Assets$431,697NetVlNoncharitableAssetsAmt
Minimum Investment Return$21,585MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$21,585MinimumInvestmentReturnAmt
Tax Based On Investment Income$25,563TaxBasedOnInvestmentIncomeAmt
Total Tax$25,563TotalTaxAmt
Distributable Before Adj$0DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$0DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,428,511ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,428,511QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,428,511AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$442,463ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$51,352ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$493,815TotalExcessDistributionCyovAmt
Qualifying Distributions$2,428,511QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,428,511RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,922,326TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,922,326ExcessDistriCyovToNextYrAmt
Excess From Year2$442,463ExcessFromYear2Amt
Excess From Year1$51,352ExcessFromYear1Amt
Excess From Current Year$2,428,511ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCarey TurnbullContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
B More Incorporated
15 East Putnam Avenue Suite 413GreenwichCT06830NonePCGeneral Support$791,740
College of the Atlantic
105 Eden StreetBar HarborME046091136NonePCGeneral Support$12,500
Dana-Farber Cancer Institute
450 Brookline Avenue BP418BostonMA02215NonePCGeneral Support$20,000
Drug Policy Alliance
131 West 33rd Street 15th FloorNew YorkNY100012938NonePCGeneral Support$10,000
Erowid Center
PO Box 1116Grass ValleyCA95945NonePCGeneral Support$100
Freedom to Operate
15 East Putnam Avenue Suite 413GreenwichCT06830NonePCGeneral Support$305,000
Heffter Research Institute
369 Montezuma Avenue 153Santa FeNM875012835NonePCGeneral Support$17,638
Mount Desert Island Hospital
PO Box 8 10 Wayman LaneBar HarborME046090008NonePCGeneral Support$100
Native American Rights Fund
1506 BroadwayBoulderCO803026217NonePCGeneral Support$60,000
Swiss Neuromatrix Foundation
NoneNCSee Statement 9$50,000Uster-West 4UsterSZCH-8610
Usona Institute
2800 Woods Hollow RoadFitchburgWI537115300NonePCGeneral Support$1,157,330
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,424,408TotalGrantOrContriPdDurYrAmt
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$26ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,425ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,838,596ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,841,047ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,841,047TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCarey Claudia TurnbullContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line115 East Putnam AvenueAddressLine1Txt
CityGreenwichCityNm
State AbbreviationCTStateAbbreviationCd
ZIP068305424ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,477,926TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPublicly Traded SecuritiesNoncashPropertyDesc
Fair Market Value$2,477,926FairMarketValueAmt
Received2020-12-30ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax Preparation FeesCategoryTxt
Amt$4,000Amt
Net Investment Income$2,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,000DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Swiss Neuromatrix FoundationBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1Uster-West 4AddressLine1Txt
CityUsterCityNm
CountrySZCountryCd
Foreign PostalCH-8610ForeignPostalCd
FieldValueIRS element (for citing)
Grant2020-07-08GrantDt
Grant$50,000GrantAmt
Purpose Of GrantThe Swiss Neuromatrix Foundation ("Grantee") is a foundation organized under the laws of Switzerland. The Turnbull Family Foundation (TFF) granted the Grantee $50,000 in 2020 to to promote education and research of the highest scientific quality on human consciousness in order to contribute to a greater understanding of the mind, leading to the improvement of the human condition and the alleviation of suffering. The Grantee is dedicated to fostering neuroscience and experiential research with the aim of developing novel treatment strategies for psychiatric disorders.TFF has made this grant pursuant to a signed grant agreement with the Grantee, detailing how the funds may be used and other requirements. One of TFF's directors also regularly meets with the Grantee's senior research personnel.To the best of the TFF's knowledge, the Grantee did not divert any portion of the funds from the express purpose of the grant agreement.PurposeOfGrantTxt
Any Diversion By GranteeNoneAnyDiversionByGranteeTxt
Dates Of Reports By GranteeNarrative and financial reports were received 10/30/2020DatesOfReportsByGranteeTxt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationThe Turnbull Family Foundation is registered as a charitable organization in the State of Delaware. Delaware has an annual franchise tax report that the Foundation files each year but does not require a copy of the Foundation's return to be sent to the AG's office.ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock330 shares of APPLStockNm
EOY Book Value$43,788EOYBookValueAmt
EOYFMV$43,788EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (4 entries)

DescDescAmtAmt
Checks written in 2019 that cleared in 2020$20,101
Checks written in 2020 canceled in 2021$83,333
Unrealized gain on securities held for investment$79,570
Unrealized loss on securities received as donations$1,710,952

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bookkeeping Expenses$1,000$0$1,000
Office Expenses$1,003$0$1,003

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBank FeesCategoryTxt
Amt$100Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$100DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise TaxesCategoryTxt
Amt$13,447Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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