THE RED CABIN FOUNDATION TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE RED CABIN FOUNDATION TRUST (EIN 26-6704556)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-14
- IRS object ID
- 202022889349101202
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-14T12:55:17-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266704556 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Red Cabin Foundation Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | REDC | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J STEPHEN GOODFELLOW | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-09-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.82.234.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520202885000024 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-10-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B19A53FA749DAD8C2EFDCAB0C5B79501992FC144 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 384717C1FADDEF7B1C9CB58DAC69F19ED4566B5B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,670,469 | 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 | $1,519,906 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $712 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $712 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $123,171 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $123,171 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,171 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,114,346 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $749,577 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $95 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $95 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,684,055 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $873,555 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $28,390 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,390 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,606 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $17,429 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,429 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $51,399 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,633 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,757 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $107,824 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,023 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $47,186 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $196,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $196,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $303,824 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,023 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $243,186 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,380,231 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $823,532 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $54,583 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $92,739 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $92,739 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,436,686 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,579,024 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,820,532 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $395,654 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $595,391 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $757,198 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,886,923 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,267,154 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,670,469 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,886,923 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,267,154 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,886,923 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,267,154 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,886,923 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,267,154 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,886,923 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,380,231 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,267,154 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,267,154 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $4,114,346 | $3,388,110 | $726,236 | $726,236 |
| Passthrough K1 Capital Gain/(Loss) | $23,341 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $749,577 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $241,272 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,815,870 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041485 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $152,828 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,810,539 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031769 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,956 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,025,987 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.014857 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $54,562 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,924,498 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.028351 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $122,596 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,938,874 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063231 | DistributionYr5Rt |
| Total Distribution | 0.179693 | TotalDistributionRt |
| Average Distribution | 0.035939 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,065,051 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $217,972 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,235 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $226,207 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $243,186 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $8,235 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,235 | SubtotalAmt |
| Tax Based On Investment Income | $8,235 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,684 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,198 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $16,882 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $8,647 | OverpaymentAmt |
| Applied To ES Tax | $8,647 | 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 | 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 | WA | 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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Tamar Chotzen Goodfellow | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Zoe Chotzen-Tsuruda | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Chad S Goodfellow | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Chelsea D Goodfellow | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| J Stephen Goodfellow | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,295,110 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,104 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $757,198 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,157,412 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,157,412 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,361 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,065,051 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $303,253 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $303,253 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,235 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,235 | TotalTaxAmt |
| Distributable Before Adj | $295,018 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $295,018 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $295,018 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $243,186 | 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 | $243,186 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,235 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $234,951 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $295,018 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $242,424 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $243,186 | QualifyingDistributionsAmt |
| Applied To Year1 | $242,424 | AppliedToYear1Amt |
| Applied To Current Year | $762 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $294,256 | 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 | J Stephen Goodfellow | ContributingManagerNm |
| Contributing Manager | Tamar Chotzen Goodfellow | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALOHA HARVEST | |||||||
| 3599 WAIALAE AVE STE 23 | HONOLULU | HI | 96816 | N/A | PC | General & Unrestricted | $2,000 |
| ALZHEIMERS DISEASE RESEARCH FOUNDATION - CURE ALZH | |||||||
| 34 WASHINGTON ST STE 310 | WELLESLEY HILLS | MA | 02481 | N/A | PC | General & Unrestricted | $4,000 |
| ASSISTANCE DOGS OF HAWAII | |||||||
| PO BOX 1803 | MAKAWAO | HI | 96768 | N/A | PC | General & Unrestricted | $2,000 |
| BOOK TRUST | |||||||
| 789 N SHERMAN ST | DENVER | CO | 80203 | N/A | PC | Hawaii Program | $5,000 |
| CONSERVATION INTERNATIONAL FOUNDATION | |||||||
| 2011 CRYSTAL DR STE 600 | ARLINGTON | VA | 22202 | N/A | PC | General & Unrestricted | $3,000 |
| FRIENDS OF THE CHILDRENS JUSTICE CENTER OF MAUI IN | |||||||
| 1773 WILI PA LOOP STE A | WAILUKU | HI | 96793 | N/A | PC | General & Unrestricted | $1,000 |
| HAWAII COMMUNITY FOUNDATION | |||||||
| 827 FORT ST MALL | HONOLULU | HI | 96813 | N/A | PC | Ho'okele Fund | $5,000 |
| HAWAIIAN ISLANDS LAND TRUST | |||||||
| 126 QUEEN ST STE 306 | HONOLULU | HI | 96813 | N/A | PC | General & Unrestricted | $1,000 |
| HAWAIIAN ISLANDS LAND TRUST | |||||||
| 126 QUEEN ST STE 306 | HONOLULU | HI | 96813 | N/A | PC | Fund a need | $1,000 |
| HAWAIIAN ISLANDS LAND TRUST | |||||||
| 126 QUEEN ST STE 306 | HONOLULU | HI | 96813 | N/A | PC | Koa Aina: Nu'u Endowment fund | $10,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 122 E 42ND ST 12TH FL | NEW YORK | NY | 10168 | N/A | PC | General & Unrestricted | $5,000 |
| KA LIMA O MAUI LTD | |||||||
| 95 MAHALANI ST | WAILUKU | HI | 96793 | N/A | PC | Capital Campaign | $100,000 |
| KUPU | |||||||
| 677 ALA MOANA BLVD STE 1200 | HONOLULU | HI | 96813 | N/A | PC | General & Unrestricted | $1,000 |
| MAUI FAMILY YMCA | |||||||
| 250 KANALOA AVE | KAHULUI | HI | 96732 | N/A | PC | Annual Campaign | $1,000 |
| MAUI HEALTH FOUNDATION | |||||||
| 221 MAHALANI ST | WAILUKU | HI | 96793 | N/A | PC | General & Unrestricted | $5,000 |
| MAUI HEALTH FOUNDATION | |||||||
| 221 MAHALANI ST | WAILUKU | HI | 96793 | N/A | PC | Hopsital Hui: Emergent Care | $10,000 |
| MAUI HUI MALAMA | |||||||
| 375 MAHALANI ST | WAILUKU | HI | 96793 | N/A | PC | General & Unrestricted | $12,500 |
| MAUI HUI MALAMA | |||||||
| 375 MAHALANI ST | WAILUKU | HI | 96793 | N/A | PC | Hui Malama Heroes campaign | $12,500 |
| NEW HOPE COMMUNITY CHURCH OF GILROY | |||||||
| 8886 MURAOKA DR | GILROY | CA | 95020 | N/A | PC | General & Unrestricted | $2,000 |
| UVSC | |||||||
| 44 PAKANI PL | MAKAWAO | HI | 96768 | N/A | PC | General & Unrestricted | $13,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $196,000 | 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 | $712 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123,171 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,171 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $164,149 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $164,149 | 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 | Goodfellow J Stephen | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1826 | AddressLine1Txt |
| City | Wenatchee | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,519,906 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (54 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ADIDAS AG ADDYY, 139 sh. | $22,388 | 2019-12-18 |
| 1 | ANALOG DEVICES INC ADI, 219 sh. | $25,885 | 2019-12-18 |
| 1 | AUTOMATIC DATA PROCESSING INC ADP, 185 sh. | $31,172 | 2019-12-18 |
| 1 | ADVANCED MICRO DEVICES INC AMD, 566 sh. | $24,140 | 2019-12-18 |
| 1 | AMERIPRISE FINANCIAL INC AMP, 141 sh. | $23,626 | 2019-12-18 |
| 1 | AON PLC AON040120, 135 sh. | $27,907 | 2019-12-18 |
| 1 | AIR PRODS & CHEM INC APD, 117 sh. | $27,267 | 2019-12-18 |
| 1 | AUTOZONE INC AZO, 26 sh. | $31,766 | 2019-12-18 |
| 1 | BAXTER INTERNATIONAL INC BAX, 287 sh. | $23,929 | 2019-12-18 |
| 1 | BOSTON SCIENTIFIC BSX, 699 sh. | $31,298 | 2019-12-18 |
| 1 | CDW CORP CDW, 147 sh. | $20,591 | 2019-12-18 |
| 1 | CME GROUP, INC CME, 180 sh. | $36,335 | 2019-12-18 |
| 1 | DOLLAR GENERAL CORP DG, 187 sh. | $29,020 | 2019-12-18 |
| 1 | DANAHER CORP DHR, 229 sh. | $34,466 | 2019-12-18 |
| 1 | DAIKIN INDS LTD ADR DKILY, 1499 sh. | $21,578 | 2019-12-18 |
| 1 | DAIICHI SANKYO CO LTD SPONSORED ADR LEV DSNKY, 485 sh. | $31,224 | 2019-12-18 |
| 1 | EQUITY LIFESTYLE PRP ELS, 338 sh. | $23,280 | 2019-12-18 |
| 1 | ENEL SOCIETA PER AZI ENLAY, 3749 sh. | $29,017 | 2019-12-18 |
| 1 | EDWARDS LIFESCIENCES EW, 131 sh. | $31,114 | 2019-12-18 |
| 1 | FISERV INC FISV, 264 sh. | $30,744 | 2019-12-18 |
| 1 | FORTESCUE METALS G ADR EA REPR 2 ORD SH FSUGY, 1725 sh. | $25,668 | 2019-12-18 |
| 1 | GLOBAL PAYMENTS INC GPN, 152 sh. | $27,598 | 2019-12-18 |
| 1 | HCA INC HCA, 183 sh. | $26,315 | 2019-12-18 |
| 1 | HUMANA INC HUM, 65 sh. | $23,888 | 2019-12-18 |
| 1 | INTERCONTINENTAL EXCHANGE, INC ICE, 273 sh. | $25,210 | 2019-12-18 |
| 1 | ILLUMINA INC COM ILMN, 81 sh. | $26,218 | 2019-12-18 |
| 1 | INGERSOLL-RAND PLC IR-030220, 199 sh. | $26,502 | 2019-12-18 |
| 1 | LONDON STK EXCHANGE GROUP LNSTY, 1009 sh. | $24,761 | 2019-12-18 |
| 1 | LONZA GROUP AG UNSP/ADR LZAGY, 671 sh. | $23,971 | 2019-12-18 |
| 1 | MOODYS CORP MCO, 114 sh. | $26,927 | 2019-12-18 |
| 1 | MOTOROLA SOLUTIONS INC MSI, 155 sh. | $24,903 | 2019-12-18 |
| 1 | MITSUBISHI TANABE PHARMA CORPORATION MTZPY, 1676 sh. | $30,587 | 2019-12-18 |
| 1 | MICRON TECHNOLOGY MU, 558 sh. | $29,599 | 2019-12-18 |
| 1 | MUENCHENER RUECKVERS MURGY, 1243 sh. | $36,675 | 2019-12-18 |
| 1 | SERVICE NOW NOW, 146 sh. | $40,608 | 2019-12-18 |
| 1 | O'REILLY AUTOMOTIVE INC ORLY, 70 sh. | $30,940 | 2019-12-18 |
| 1 | QUALCOMM INC QCOM, 433 sh. | $38,156 | 2019-12-18 |
| 1 | ROSS STORES, INC ROST, 235 sh. | $26,641 | 2019-12-18 |
| 1 | SAFRAN SA - UNSPON ADR SAFRY, 736 sh. | $28,483 | 2019-12-18 |
| 1 | SHERWIN-WILLIAMS CO SHW, 62 sh. | $35,649 | 2019-12-18 |
| 1 | STMICROELECTRONICS STM, 1036 sh. | $27,547 | 2019-12-18 |
| 1 | STRYKER CORPORATION SYK, 136 sh. | $28,048 | 2019-12-18 |
| 1 | SYSCO CORP SYY, 301 sh. | $25,374 | 2019-12-18 |
| 1 | TRANSDIGM GRP INC TDG, 35 sh. | $19,735 | 2019-12-18 |
| 1 | BIO TECHNE CORPORATION TECH, 99 sh. | $21,404 | 2019-12-18 |
| 1 | TRUIST FINANCIAL CORPORATION TFC, 622 sh. | $35,193 | 2019-12-18 |
| 1 | TARGET CORPORATION TGT, 236 sh. | $30,306 | 2019-12-18 |
| 1 | TYSON FOODS INC CL A TSN, 283 sh. | $25,426 | 2019-12-18 |
| 1 | TDK CORP TTDKY, 200 sh. | $22,750 | 2019-12-18 |
| 1 | TETRA TECH INC TTEK, 272 sh. | $23,614 | 2019-12-18 |
| 1 | VERISIGN INC VRSN, 173 sh. | $33,097 | 2019-12-18 |
| 1 | VERTEX PHARMCTLS INC VRTX, 130 sh. | $28,432 | 2019-12-18 |
| 1 | ZOETIS INC ZTS, 242 sh. | $30,757 | 2019-12-18 |
| 1 | ZURICH INS GROU ADR ZURVY, 786 sh. | $32,179 | 2019-12-18 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN BEACON SMALL CAP VALU | $203,148 | $190,267 |
| AMERICAN FUNDS EUROPACIFIC GRO | $1,267,738 | $1,400,451 |
| BARON GROWTH FUND INSTL | $191,533 | $228,485 |
| JP MORGAN MID CAP VALUE SEL | $304,046 | $323,101 |
| MFS BOND I | $1,520,952 | $1,591,576 |
| PIMCO INCOME FUND P CLASS | $1,480,266 | $1,474,300 |
| T. ROWE PRICE BLUE CHIP GROWTH | $1,282,135 | $1,282,857 |
| VANGUARD MID CAP GROWTH INDEX | $329,206 | $329,495 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RETHINK IMPACT, L.P | CategoryOrItemTxt |
| Book Value | $595,391 | BookValueAmt |
| EOYFMV | $757,198 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $29,732 | $29,732 | |
| K-1 Exp RETHINK IMPACT, L.P | $21,642 | $21,633 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss RETHINK IMPACT, L.P | Desc |
| Revenue And Expenses Per Books | $95 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $95 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $28,390 | Amt |
| Net Investment Income | $28,390 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $3,800 |
| 990-PF Extension for 2018 | $6,806 |
Comments